VANGUARD MALVERN FUNDS - VTIP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 17,789,030 | 888,562 | 0.24% | 0.25% | 1 | -701,306 | -3.79% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,678,894 | 583,360 | 0.07% | 0.06% | 2 | +1,312,057 | 12.66% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,073,953 | 353,343 | 4.2% | 4.09% | 3 | +357,681 | 5.33% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 5,826,114 | 291,014 | 0.02% | 0.01% | 4 | +927,097 | 18.92% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,727,635 | 286,111 | 0.26% | 0.47% | 5 | -3,991,379 | -41.07% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 5,447,681 | 272,111 | 4.31% | 4.54% | 6 | -197,980 | -3.51% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 4,942,565 | 246,881 | 0.01% | 0.01% | 7 | -149,290 | -2.93% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,890,809 | 244,295 | 4.22% | 4.1% | 8 | +237,357 | 5.1% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,855,031 | 242,508 | 0.53% | 0.4% | 9 | +1,221,608 | 33.62% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 4,602,849 | 229,912 | 0.26% | 0.24% | 10 | +348,132 | 8.18% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,455,868 | 222,570 | 1.75% | 1.65% | 11 | +264,405 | 6.31% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,324,817 | 216,024 | 0.06% | 0.06% | 12 | +477,292 | 12.41% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,180,880 | 208,834 | 2.1% | 0.67% | 13 | +3,079,762 | 279.69% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,797,614 | 189,690 | 0.01% | 0.01% | 14 | +100,783 | 2.73% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 3,505,501 | 175,099 | 0.85% | 1.01% | 15 | -89,361 | -2.49% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,847,124 | 142,213 | 0.15% | 0.15% | 16 | +120,406 | 4.42% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,466,492 | 123,201 | 0.02% | 0.02% | 17 | +332,233 | 15.57% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 2,425,416 | 121,149 | 5.8% | 4.98% | 18 | +338,106 | 16.2% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,312,674 | 115,518 | 2.07% | 1.72% | 19 | +447,353 | 23.98% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,100,623 | 104,926 | 2.68% | 2.61% | 20 | +61,816 | 3.03% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 1,852,424 | 92,528 | 16.68% | 16.46% | 21 | +30,947 | 1.7% | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,709,627 | 85,395 | 15.07% | 15.87% | 22 | +53,759 | 3.25% | Q1 2026 | May 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 1,685,046 | 84,168 | 5.08% | 4.76% | 23 | +111,656 | 7.1% | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,520,921 | 75,970 | 4.27% | 3.65% | 24 | +144,907 | 10.53% | Q1 2026 | Apr 29, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,487,047 | 74,277 | 2.28% | 1.94% | 25 | +303,306 | 25.62% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,478,677 | 73,859 | 0.08% | 0.08% | 26 | +1 | 0.0% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,471,015 | 73,477 | 4.54% | 4.36% | 27 | +18,389 | 1.27% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,468,510 | 73,352 | 3.49% | 1.9% | 28 | +639,362 | 77.11% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 1,465,040 | 73,179 | 0.14% | 0.15% | 29 | -90,355 | -5.81% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 1,347,765 | 67,290 | 0.43% | — | 30 | +1,347,765 | New | Q1 2026 | May 14, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,333,111 | 66,588 | 3.75% | 1.86% | 31 | +629,709 | 89.52% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,179,891 | 58,935 | 0.01% | 0.01% | 32 | -14,569 | -1.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,102,937 | 55,091 | 0.03% | 0.03% | 33 | +71,015 | 6.88% | Q1 2026 | May 07, 2026 |
| Garde Capital, Inc. | History | Added to | 1,100,702 | 54,980 | 3.29% | 2.71% | 34 | +177,108 | 19.18% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 1,092,047 | 54,547 | 0.06% | 0.05% | 35 | +185,838 | 20.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 1,090,267 | 54,458 | 0.01% | 0.01% | 36 | +49,050 | 4.71% | Q1 2026 | May 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,048,449 | 52,370 | 0.82% | 0.79% | 37 | +128,447 | 13.96% | Q1 2026 | May 04, 2026 |
| ALTFEST L J & CO INC | History | Added to | 1,004,638 | 50,181 | 5.37% | 3.38% | 38 | +380,152 | 60.87% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 956,747 | 47,789 | 0.1% | 0.1% | 39 | -70,841 | -6.89% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 930,673 | 46,488 | 0.07% | 0.07% | 40 | +22,131 | 2.44% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 892,213 | 44,557 | 0.0% | 0.09% | 41 | -29,238,152 | -97.04% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 856,145 | 42,764 | 0.04% | 0.01% | 42 | +564,036 | 193.09% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 799,165 | 39,918 | 0.01% | 0.01% | 43 | -158,879 | -16.58% | Q1 2026 | May 05, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 783,398 | 39,130 | 7.73% | 7.35% | 44 | +73,440 | 10.34% | Q1 2026 | Apr 14, 2026 |
| Penserra Capital Management LLC | History | New | 774,292 | 38,675 | 0.45% | — | 45 | +774,292 | New | Q1 2026 | May 11, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 750,511 | 37,488 | 5.9% | 5.33% | 46 | +69,994 | 10.29% | Q1 2026 | Apr 21, 2026 |
| Efficient Advisors, LLC | History | Added to | 738,954 | 36,910 | 2.62% | 2.06% | 47 | +25,780 | 3.61% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 732,514 | 36,230 | 1.51% | 1.51% | 48 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 717,241 | 35,826 | 6.2% | 6.1% | 49 | +35,653 | 5.23% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 711,469 | 35,537 | 0.01% | 0.01% | 50 | -82,067 | -10.34% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 706,033 | 35,266 | 0.05% | 0.05% | 51 | +61,456 | 9.53% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 705,949 | 35,262 | 4.39% | 3.77% | 52 | +148,345 | 26.6% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Added to | 680,491 | 33,990 | 3.64% | 3.36% | 53 | +88,107 | 14.87% | Q1 2026 | Apr 24, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 656,298 | 32,782 | 0.57% | 0.36% | 54 | +222,344 | 51.24% | Q1 2026 | May 11, 2026 |
| Marotta Asset Management | History | Reduced | 656,176 | 32,723 | 6.03% | 6.02% | 55 | -801 | -0.12% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 628,807 | 31,408 | 20.4% | 19.88% | 56 | +5,680 | 0.91% | Q1 2026 | Apr 29, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 620,201 | 30,929 | 11.4% | 13.39% | 57 | -58,324 | -8.6% | Q1 2026 | Apr 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 608,256 | 30,382 | 1.22% | 1.15% | 58 | +28,971 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 590,921 | 29,516 | 4.2% | 3.28% | 59 | +127,450 | 27.5% | Q1 2026 | Apr 15, 2026 |
| Adventist Health System/ West | History | Reduced | 572,974 | 28,620 | 5.08% | 6.37% | 60 | -193,036 | -25.2% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 571,882 | 28,565 | 0.04% | 0.04% | 61 | -97,267 | -14.54% | Q1 2026 | May 15, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 566,241 | 28,283 | 15.35% | 14.31% | 62 | +55,843 | 10.94% | Q1 2026 | Apr 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 546,717 | 27,308 | 4.1% | 3.87% | 63 | +48,980 | 9.84% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 542,851 | 27,116 | 0.0% | 0.01% | 64 | -80,141 | -12.86% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 512,651 | 25,593 | 0.01% | 0.01% | 65 | +23,020 | 4.7% | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 506,084 | 25,278 | 7.63% | 7.54% | 66 | +3,585 | 0.71% | Q1 2026 | Apr 27, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 505,851 | 25,252 | 1.77% | 1.64% | 67 | +68,105 | 15.56% | Q1 2026 | Apr 24, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 501,985 | 25,074 | 2.37% | 2.25% | 68 | +16,439 | 3.39% | Q1 2026 | Apr 17, 2026 |
| University of Illinois Foundation | History | New | 500,168 | 24,983 | 5.13% | — | 69 | +500,168 | New | Q1 2026 | May 13, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 497,026 | 24,826 | 7.25% | 5.68% | 70 | +86,616 | 21.1% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 442,387 | 22,097 | 0.03% | 0.03% | 71 | +56,740 | 14.71% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | Added to | 432,060 | 21,581 | 4.77% | 4.51% | 72 | +26,410 | 6.51% | Q1 2026 | May 08, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 423,463 | 21,151 | 16.69% | 15.42% | 73 | +25,134 | 6.31% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 420,154 | 20,986 | 0.11% | 0.0% | 74 | +406,992 | 3092.17% | Q1 2026 | May 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 416,335 | 20,795 | 1.5% | 1.45% | 75 | +3,338 | 0.81% | Q1 2026 | May 06, 2026 |
| Brickley Wealth Management | History | Added to | 408,487 | 20,403 | 3.5% | 3.38% | 76 | +3,524 | 0.87% | Q1 2026 | May 04, 2026 |
| NKCFO LLC | History | Added to | 405,450 | 20,252 | 6.0% | 5.17% | 77 | +43,750 | 12.1% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | Added to | 1,104,084 | 20,172 | 5.32% | 5.48% | 78 | +117 | 0.01% | Q1 2026 | Apr 23, 2026 |
| MAYPORT, LLC | History | Added to | 396,348 | 19,797 | 3.68% | 3.31% | 79 | +63,924 | 19.23% | Q1 2026 | Apr 21, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 395,601 | 19,760 | 7.78% | 8.22% | 80 | -29,831 | -7.01% | Q1 2026 | Apr 23, 2026 |
| Portland Global Advisors LLC | History | Added to | 387,498 | 19,355 | 2.06% | 2.02% | 81 | +7,540 | 1.98% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 387,222 | 19,341 | 0.35% | 0.29% | 82 | +59,675 | 18.22% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 384,241 | 19,192 | 0.03% | 0.01% | 83 | +240,837 | 167.94% | Q1 2026 | May 15, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 383,074 | 19,134 | 7.7% | 7.82% | 84 | +862 | 0.23% | Q1 2026 | Apr 07, 2026 |
| SWAN Capital LLC | History | Added to | 382,363 | 19,099 | 7.02% | 5.0% | 85 | +122,258 | 47.0% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 379,888 | 19,055 | 0.28% | 0.39% | 86 | -23,344 | -5.79% | Q1 2026 | Apr 20, 2026 |
| Burton Enright Welch | History | Added to | 366,971 | 18,330 | 2.49% | 2.41% | 87 | +21,463 | 6.21% | Q1 2026 | May 01, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 366,902 | 18,326 | 3.22% | 3.18% | 88 | +23,039 | 6.7% | Q1 2026 | Apr 09, 2026 |
| Nova R Wealth, Inc. | History | Added to | 365,519 | 18,257 | 5.83% | 6.12% | 89 | +26,151 | 7.71% | Q1 2026 | Apr 17, 2026 |
| Prosperity Planning, Inc. | History | Added to | 357,451 | 17,854 | 4.52% | 4.35% | 90 | +21,050 | 6.26% | Q1 2026 | Apr 10, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 352,966 | 17,630 | 4.99% | 4.49% | 91 | -228,925 | -39.34% | Q1 2026 | Apr 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 348,731 | 17,419 | 0.48% | 0.44% | 92 | +27,561 | 8.58% | Q1 2026 | Apr 23, 2026 |
| Emprise Bank | History | Reduced | 348,233 | 17,394 | 6.98% | 7.24% | 93 | -4,101 | -1.16% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 344,513 | 17,180 | 0.16% | 0.11% | 94 | +137,124 | 66.12% | Q1 2026 | Apr 07, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 342,077 | 17,086 | 0.05% | 0.05% | 95 | +11,710 | 3.54% | Q1 2026 | May 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 340,621 | 17,014 | 1.95% | 2.04% | 96 | -17,284 | -4.83% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 340,246 | 16,995 | 0.02% | 0.01% | 97 | +3,409 | 1.01% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Added to | 339,452 | 16,955 | 0.27% | 0.2% | 98 | +81,255 | 31.47% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 333,950 | 16,680 | 0.05% | 0.04% | 99 | -22,566 | -6.33% | Q1 2026 | May 04, 2026 |
| Guild Investment Management, Inc. | History | Added to | 331,890 | 16,577 | 11.84% | 6.03% | 100 | +167,335 | 101.69% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 330,205 | 16,493 | 1.0% | 1.02% | 101 | +1,487 | 0.45% | Q1 2026 | Apr 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 326,784 | 16,355 | 1.47% | 1.44% | 102 | +19,543 | 6.36% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 325,004 | 16,233 | 0.03% | 0.01% | 103 | +254,333 | 359.88% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 321,919 | 16,079 | 0.08% | 0.13% | 104 | -200,502 | -38.38% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 319,415 | 15,954 | 1.95% | 1.77% | 105 | +36,177 | 12.77% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 313,504 | 15,660 | 0.04% | 0.03% | 106 | +67,062 | 27.21% | Q1 2026 | Apr 30, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 308,937 | 15,431 | 1.98% | 1.98% | 107 | -296 | -0.1% | Q1 2026 | May 04, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 307,769 | 15,373 | 8.73% | 8.09% | 108 | +25,619 | 9.08% | Q1 2026 | Apr 06, 2026 |
| LPWM LLC | History | Added to | 305,716 | 15,270 | 3.85% | 3.44% | 109 | +29,905 | 10.84% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 304,638 | 15,216 | 1.03% | 1.35% | 110 | -91,891 | -23.17% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 304,473 | 15,208 | 0.07% | 0.05% | 111 | +65,100 | 27.2% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 301,326 | 15,051 | 1.0% | 0.89% | 112 | +18,057 | 6.37% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 294,968 | 14,733 | 0.29% | 0.27% | 113 | +4,292 | 1.48% | Q1 2026 | May 01, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 291,639 | 14,567 | 7.78% | 7.42% | 114 | +22,844 | 8.5% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 289,862 | 14,478 | 0.0% | 0.0% | 115 | +276,662 | 2095.92% | Q1 2026 | May 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 284,482 | 14,266 | 1.28% | 1.26% | 116 | +7,007 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 282,834 | 14,127 | 1.7% | 1.69% | 117 | +14,080 | 5.24% | Q1 2026 | Apr 24, 2026 |
| Goodman Financial Corp | History | New | 281,275 | 14,049 | 2.41% | — | 118 | +281,275 | New | Q1 2026 | May 06, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 269,145 | 13,443 | 2.96% | 2.74% | 119 | +23,437 | 9.54% | Q1 2026 | Apr 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 264,090 | 13,191 | 7.11% | 6.8% | 120 | +7,580 | 2.96% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 261,610 | 13,067 | 1.4% | 1.59% | 121 | -33,516 | -11.36% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 258,409 | 12,907 | 0.5% | 0.28% | 122 | +104,991 | 68.43% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 255,610 | 12,763 | 0.66% | 0.61% | 123 | +18,101 | 7.62% | Q1 2026 | May 15, 2026 |
| Vertrix Wealth Management, LLC | History | New | 249,354 | 12,455 | 4.59% | — | 124 | +249,354 | New | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 245,265 | 12,251 | 0.06% | 0.15% | 125 | -185,668 | -43.09% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 242,942 | 12,134 | 0.01% | 0.01% | 126 | -9,145 | -3.63% | Q1 2026 | May 13, 2026 |
| SB Capital Management Inc | History | No change | 242,590 | 11,998 | 4.4% | 4.4% | 127 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 238,754 | 11,925 | 3.05% | 2.84% | 128 | +21,131 | 9.71% | Q1 2026 | Apr 17, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 238,449 | 11,910 | 1.86% | 1.47% | 129 | +54,968 | 29.96% | Q1 2026 | Apr 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 235,108 | 11,743 | 3.23% | 3.03% | 130 | +5,132 | 2.23% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 232,271 | 11,601 | 0.01% | 0.01% | 131 | -1,514 | -0.65% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 227,808 | 11,379 | 0.14% | — | 132 | +227,808 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 225,879 | 11,282 | 1.26% | 1.24% | 133 | +1,247 | 0.56% | Q1 2026 | May 05, 2026 |
| Ethos Financial Group, LLC | History | Added to | 222,456 | 11,111 | 0.81% | 0.77% | 134 | +12,586 | 6.0% | Q1 2026 | May 05, 2026 |
| FIDELIS iM, LLC | History | Added to | 220,228 | 11,000 | 4.16% | 3.69% | 135 | +27,976 | 14.55% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 218,355 | 10,906 | 1.86% | 1.79% | 136 | +13,116 | 6.39% | Q1 2026 | Apr 15, 2026 |
| Opes Wealth Management LLC | History | Added to | 218,070 | 10,892 | 1.79% | 1.58% | 137 | +22,040 | 11.24% | Q1 2026 | Apr 28, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 217,973 | 10,887 | 1.07% | 1.03% | 138 | -9,866 | -4.33% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Reduced | 216,131 | 10,795 | 0.23% | 0.28% | 139 | -20,627 | -8.71% | Q1 2026 | May 04, 2026 |
| Frisco Financial Planning LLC | History | Added to | 215,692 | 10,773 | 8.89% | 8.27% | 140 | +15,585 | 7.79% | Q1 2026 | May 12, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 214,673 | 10,723 | 4.0% | 3.77% | 141 | +11,599 | 5.71% | Q1 2026 | Apr 13, 2026 |
| Sepio Capital, LP | History | Added to | 211,095 | 10,544 | 0.57% | 0.46% | 142 | +40,180 | 23.51% | Q1 2026 | May 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 209,421 | 10,460 | 3.94% | 3.84% | 143 | +6,548 | 3.23% | Q1 2026 | May 11, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 208,699 | 10,424 | 1.11% | 1.12% | 144 | -717 | -0.34% | Q1 2026 | May 06, 2026 |
| LifeWealth Investments, LLC | History | Added to | 207,963 | 10,387 | 3.1% | 2.79% | 145 | +29,760 | 16.7% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 206,066 | 10,292 | 0.12% | 0.03% | 146 | +151,411 | 277.03% | Q1 2026 | May 05, 2026 |
| Aurelius Family Office LLC | History | Added to | 203,294 | 10,154 | 4.42% | 4.19% | 147 | +6,544 | 3.33% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 202,877 | 10,133 | 0.15% | 0.15% | 148 | +8,026 | 4.12% | Q1 2026 | May 13, 2026 |
| Summit Portfolio Management, LTD. | History | New | 200,799 | 10,029 | 6.45% | — | 149 | +200,799 | New | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 197,600 | 9,870 | 0.2% | 0.19% | 150 | +12,510 | 6.76% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 197,088 | 9,844 | 0.92% | 0.9% | 151 | +2,741 | 1.41% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 191,038 | 9,542 | 1.79% | 0.26% | 152 | +167,080 | 697.39% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | New | 190,850 | 9,532 | 0.97% | — | 153 | +190,850 | New | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 189,272 | 9,454 | 2.0% | 1.84% | 154 | +13,231 | 7.52% | Q1 2026 | May 05, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 188,785 | 9,429 | 1.64% | 1.47% | 155 | +16,822 | 9.78% | Q1 2026 | Apr 17, 2026 |
| Summit Global Investments | History | Added to | 188,528 | 9,417 | 0.56% | 0.15% | 156 | +136,624 | 263.22% | Q1 2026 | May 07, 2026 |
| SimpliFi, Inc. | History | Added to | 188,484 | 9,414 | 3.95% | 3.89% | 157 | +2,445 | 1.31% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 188,006 | 9,390 | 0.04% | 0.02% | 158 | +83,459 | 79.83% | Q1 2026 | Apr 30, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 187,643 | 9,372 | 2.09% | 2.04% | 159 | +4,068 | 2.22% | Q1 2026 | Apr 23, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 181,791 | 9,080 | 2.56% | 2.38% | 160 | +4,119 | 2.32% | Q1 2026 | Apr 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 180,545 | 9,018 | 4.2% | 4.21% | 161 | +10,251 | 6.02% | Q1 2026 | Apr 09, 2026 |
| NVWM, LLC | History | Reduced | 179,178 | 8,949 | 1.99% | 2.15% | 162 | -20,670 | -10.34% | Q1 2026 | Apr 27, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 178,818 | 8,931 | 2.8% | 2.81% | 163 | -869 | -0.48% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 178,706 | 8,926 | 0.07% | 0.02% | 164 | +116,312 | 186.42% | Q1 2026 | Apr 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 178,403 | 8,911 | 0.72% | 0.62% | 165 | +14,991 | 9.17% | Q1 2026 | Apr 10, 2026 |
| Finhabits Advisors LLC | History | Added to | 177,961 | 8,889 | 8.2% | 8.25% | 166 | +175 | 0.1% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 176,528 | 8,817 | 0.07% | 0.11% | 167 | -5,362 | -2.95% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 176,381 | 8,810 | 2.8% | 2.77% | 168 | -2,918 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 176,195 | 8,800 | 0.02% | 0.02% | 169 | -5,439 | -2.99% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 175,370 | 8,759 | 4.09% | 3.79% | 170 | +13,006 | 8.01% | Q1 2026 | May 14, 2026 |
| Wright Wealth LLC | History | Added to | 173,510 | 8,666 | 5.8% | 5.34% | 171 | +7,890 | 4.76% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 173,006 | 8,641 | 5.33% | 6.76% | 172 | -19,284 | -10.03% | Q1 2026 | Apr 07, 2026 |
| PFG Advisors | History | Added to | 172,373 | 8,610 | 0.42% | 0.01% | 173 | +168,044 | 3881.82% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 171,634 | 8,573 | 0.89% | 0.87% | 174 | +6,335 | 3.83% | Q1 2026 | Apr 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 169,803 | 8,481 | 1.18% | 0.91% | 175 | +37,891 | 28.72% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 169,428 | 8,462 | 0.41% | 0.47% | 176 | -21,708 | -11.36% | Q1 2026 | May 04, 2026 |
| SVRN Asset Management, LLC | History | Reduced | 169,200 | 8,451 | 8.18% | 6.92% | 177 | -586 | -0.35% | Q1 2026 | May 12, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 167,794 | 8,381 | 7.31% | 7.89% | 178 | -1,858 | -1.1% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 166,479 | 8,315 | 0.04% | 0.04% | 179 | +5,297 | 3.29% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 343,298 | 8,238 | 0.05% | 0.12% | 180 | -7,726 | -2.2% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 163,526 | 8,168 | 0.03% | 0.03% | 181 | -6,725 | -3.95% | Q1 2026 | May 14, 2026 |
| TrueWealth Financial Partners | History | New | 161,930 | 8,088 | 3.22% | — | 182 | +161,930 | New | Q1 2026 | May 20, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 161,880 | 8,085 | 2.1% | 1.96% | 183 | +8,497 | 5.54% | Q1 2026 | Apr 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 161,104 | 8,047 | 4.53% | 4.39% | 184 | +2,483 | 1.57% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 158,820 | 7,933 | 0.03% | 0.04% | 185 | -51,382 | -24.44% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 158,199 | 7,902 | 0.9% | 0.78% | 186 | +17,171 | 12.18% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 157,714 | 7,865 | 1.26% | 1.23% | 187 | +14,614 | 10.21% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 157,042 | 7,844 | 0.04% | 0.03% | 188 | +257 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Family CFO Inc | History | Reduced | 156,099 | 7,797 | 3.49% | 3.49% | 189 | -1,828 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 154,798 | 7,732 | 0.1% | 0.14% | 190 | -48,259 | -23.77% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Reduced | 154,689 | 7,726 | 0.48% | 0.48% | 191 | -3,953 | -2.49% | Q1 2026 | May 08, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 152,291 | 7,606 | 2.6% | 2.39% | 192 | +18,375 | 13.72% | Q1 2026 | Apr 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 151,881 | 7,586 | 2.47% | 2.37% | 193 | +8,131 | 5.66% | Q1 2026 | May 08, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 150,779 | 7,531 | 3.21% | 2.57% | 194 | +23,410 | 18.38% | Q1 2026 | May 08, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 151,299 | 7,483 | 2.19% | 2.19% | 195 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Point Nemo Capital, LLC | History | Added to | 147,848 | 7,385 | 4.87% | 2.6% | 196 | +94,788 | 178.64% | Q1 2026 | May 15, 2026 |
| Spartan Planning & Wealth Management | History | New | 146,754 | 7,330 | 5.42% | — | 197 | +146,754 | New | Q1 2026 | Apr 16, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 146,386 | 7,312 | 7.98% | 7.95% | 198 | +8,333 | 6.04% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 145,493 | 7,267 | 0.08% | — | 199 | +145,493 | New | Q1 2026 | May 13, 2026 |
| Plum Street Advisors, LLC | History | Added to | 142,235 | 7,104 | 2.46% | 2.23% | 200 | +15,885 | 12.57% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 138,963 | 6,941 | 3.03% | 3.83% | 201 | -24,906 | -15.2% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 138,082 | 6,897 | 0.16% | 0.01% | 202 | +127,052 | 1151.88% | Q1 2026 | May 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 132,822 | 6,634 | 0.59% | — | 203 | +132,822 | New | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Added to | 131,961 | 6,591 | 2.58% | 2.47% | 204 | +6,543 | 5.22% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 130,911 | 6,539 | 0.0% | 0.0% | 205 | +128,607 | 5581.9% | Q1 2026 | May 13, 2026 |
| Global Wealth Management, LLC | History | New | 130,880 | 6,537 | 3.56% | — | 206 | +130,880 | New | Q1 2026 | Apr 16, 2026 |
| Banco Santander, S.A. | History | No change | 130,387 | 6,512 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 129,252 | 6,456 | 1.94% | 1.91% | 208 | +4,037 | 3.22% | Q1 2026 | Apr 29, 2026 |
| Secure Asset Management, LLC | History | Added to | 128,278 | 6,407 | 1.01% | 0.6% | 209 | +51,016 | 66.03% | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 127,656 | 6,376 | 0.85% | 0.84% | 210 | +5,854 | 4.81% | Q1 2026 | Apr 20, 2026 |
| Curran Financial Partners, LLC | History | Added to | 127,408 | 6,364 | 1.14% | 1.0% | 211 | +20,752 | 19.46% | Q1 2026 | Apr 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 126,753 | 6,331 | 3.21% | 3.81% | 212 | -17,507 | -12.14% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 126,491 | 6,318 | 3.89% | 3.73% | 213 | +5,943 | 4.93% | Q1 2026 | Apr 22, 2026 |
| Friday Financial | History | Added to | 126,167 | 6,302 | 2.17% | 2.13% | 214 | +4,149 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 124,709 | 6,229 | 2.82% | 2.72% | 215 | +10,432 | 9.13% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 124,129 | 6,200 | 0.0% | 0.0% | 216 | +4,105 | 3.42% | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 123,573 | 6,172 | 1.13% | 0.82% | 217 | +26,720 | 27.59% | Q1 2026 | May 12, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 123,290 | 6,158 | 2.04% | 1.88% | 218 | +11,706 | 10.49% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 122,915 | 6,139 | 1.73% | 0.15% | 219 | +113,366 | 1187.2% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 121,414 | 6,064 | 0.48% | 0.47% | 220 | +6,636 | 5.78% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 121,270 | 6,057 | 0.14% | 0.12% | 221 | +4,403 | 3.77% | Q1 2026 | May 13, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 121,257 | 6,056 | 0.37% | 0.36% | 222 | -3,134 | -2.52% | Q1 2026 | May 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 119,289 | 5,958 | 0.32% | 0.3% | 223 | +2,470 | 2.11% | Q1 2026 | May 15, 2026 |
| Essential Planning, LLC. | History | Added to | 117,113 | 5,849 | 1.86% | 1.82% | 224 | +1,757 | 1.52% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 116,949 | 5,840 | 0.28% | 1.42% | 225 | -437,418 | -78.9% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 116,592 | 5,823 | 0.2% | 0.18% | 226 | +7,561 | 6.93% | Q1 2026 | Apr 22, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 112,855 | 5,637 | 3.91% | 3.99% | 227 | -1,937 | -1.69% | Q1 2026 | May 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 110,919 | 5,540 | 0.32% | 0.26% | 228 | +20,446 | 22.6% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,736 | 5,531 | 0.03% | 0.03% | 229 | -2,705 | -2.38% | Q1 2026 | Apr 24, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 109,789 | 5,483 | 3.22% | 3.11% | 230 | +5,309 | 5.08% | Q1 2026 | Apr 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 109,246 | 5,456 | 0.04% | 0.02% | 231 | +47,443 | 76.76% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | Added to | 106,511 | 5,320 | 0.48% | 0.47% | 232 | +2,215 | 2.12% | Q1 2026 | Apr 17, 2026 |
| Manuka Financial, LLC | History | Added to | 105,904 | 5,289 | 3.27% | 3.05% | 233 | +6,600 | 6.65% | Q1 2026 | May 07, 2026 |
| Aspirean Wealth, LLC | History | Added to | 103,351 | 5,162 | 5.61% | 5.48% | 234 | +1,944 | 1.92% | Q1 2026 | May 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 102,340 | 5,111 | 0.44% | 0.43% | 235 | +1,597 | 1.59% | Q1 2026 | Apr 07, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 101,851 | 5,087 | 4.01% | 3.87% | 236 | +2,745 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 100,510 | 5,020 | 0.04% | 0.02% | 237 | +59,593 | 145.64% | Q1 2026 | May 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 99,691 | 4,979 | 1.87% | 1.64% | 238 | +13,590 | 15.78% | Q1 2026 | Apr 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 99,289 | 4,959 | 0.54% | 0.54% | 239 | +3,444 | 3.59% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 98,561 | 4,923 | 1.37% | 1.34% | 240 | +8,839 | 9.85% | Q1 2026 | Apr 24, 2026 |
| Hoese & Co LLP | History | Added to | 96,578 | 4,824 | 3.58% | 3.24% | 241 | +4,806 | 5.24% | Q1 2026 | Apr 22, 2026 |
| AMES NATIONAL CORP | History | Added to | 96,244 | 4,807 | 2.88% | 2.62% | 242 | +5,680 | 6.27% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 95,100 | 4,750 | 0.0% | 0.01% | 243 | +15,250 | 19.1% | Q1 2026 | May 04, 2026 |
| Belleair Asset Management, LLC | History | Added to | 93,609 | 4,675 | 4.26% | 3.89% | 244 | +11,034 | 13.36% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 93,042 | 4,647 | 0.03% | 0.03% | 245 | -198 | -0.21% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY TRUST CO | History | No change | 92,523 | 4,621 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 91,840 | 4,573 | 0.0% | 0.0% | 247 | +22,676 | 32.79% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 91,285 | 4,559 | 0.12% | 0.04% | 248 | +63,668 | 230.54% | Q1 2026 | May 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 91,184 | 4,554 | 0.79% | 0.85% | 249 | -5,823 | -6.0% | Q1 2026 | May 05, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 90,750 | 4,532 | 0.42% | 0.43% | 250 | +168 | 0.19% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 90,257 | 4,508 | 0.0% | 0.0% | 251 | -124,633 | -58.0% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 90,145 | 4,502 | 0.12% | 0.08% | 252 | +30,303 | 50.64% | Q1 2026 | May 14, 2026 |
| Northern Lights Advisors, Inc. | History | Added to | 90,101 | 4,500 | 3.05% | 2.74% | 253 | +9,370 | 11.61% | Q1 2026 | Apr 21, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 89,965 | 4,493 | 1.07% | 1.01% | 254 | +6,873 | 8.27% | Q1 2026 | Apr 22, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 89,742 | 4,482 | 2.99% | 2.84% | 255 | +5,830 | 6.95% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 88,434 | 4,417 | 0.11% | 0.11% | 256 | -1,057 | -1.18% | Q1 2026 | Apr 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 86,240 | 4,307 | 0.07% | 0.07% | 257 | +10,628 | 14.06% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 86,036 | 4,297 | 2.82% | 2.29% | 258 | +18,800 | 27.96% | Q1 2026 | Apr 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 85,416 | 4,224 | 1.43% | 1.43% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 84,371 | 4,214 | 1.26% | 1.24% | 260 | +4,251 | 5.31% | Q1 2026 | Apr 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 84,276 | 4,209 | 1.55% | 1.09% | 261 | +24,904 | 41.95% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 82,492 | 4,120 | 0.01% | 0.01% | 262 | +771 | 0.94% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 81,999 | 4,095 | 0.12% | 0.12% | 263 | +289 | 0.35% | Q1 2026 | May 12, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 81,863 | 4,089 | 0.67% | 0.8% | 264 | -16,039 | -16.38% | Q1 2026 | Apr 29, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 81,809 | 4,086 | 0.79% | 0.81% | 265 | -2,380 | -2.83% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 81,671 | 4,079 | 0.3% | 0.32% | 266 | -20,050 | -19.71% | Q1 2026 | Apr 16, 2026 |
| SFM, LLC | History | Added to | 80,009 | 3,996 | 2.41% | 2.11% | 267 | +7,028 | 9.63% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 79,415 | 3,966 | 0.22% | — | 268 | +79,415 | New | Q1 2026 | Apr 30, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 79,325 | 3,962 | 0.43% | 0.34% | 269 | +6,505 | 8.93% | Q1 2026 | May 13, 2026 |
| RAM Investment Partners, LLC | History | Added to | 77,603 | 3,876 | 0.68% | 0.67% | 270 | +2,159 | 2.86% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,268 | 3,812 | 0.01% | 0.01% | 271 | -68,577 | -47.35% | Q1 2026 | Apr 08, 2026 |
| Prism Planning Partners LLC | History | Added to | 76,175 | 3,804 | 4.5% | 3.81% | 272 | +7,421 | 10.79% | Q1 2026 | May 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 75,747 | 3,783 | 0.56% | 0.41% | 273 | +17,359 | 29.73% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Reduced | 75,620 | 3,777 | 0.25% | 0.29% | 274 | -9,910 | -11.59% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 75,145 | 3,753 | 0.08% | 0.07% | 275 | +8,640 | 12.99% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 73,527 | 3,672 | 0.03% | 0.01% | 276 | +40,823 | 124.83% | Q1 2026 | May 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 73,118 | 3,652 | 2.46% | 2.57% | 277 | -3,140 | -4.12% | Q1 2026 | Apr 16, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 72,696 | 3,631 | 0.51% | 0.5% | 278 | -3,000 | -3.96% | Q1 2026 | Apr 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 72,036 | 3,598 | 0.24% | 0.25% | 279 | -2,920 | -3.9% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 71,434 | 3,568 | 0.73% | 0.63% | 280 | +7,136 | 11.1% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,193 | 3,556 | 0.0% | 0.01% | 281 | -129,703 | -64.56% | Q1 2026 | Apr 27, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 70,818 | 3,537 | 0.6% | 0.57% | 283 | +2,699 | 3.96% | Q1 2026 | May 05, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 70,819 | 3,537 | 0.15% | 0.14% | 282 | +1,320 | 1.9% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,201 | 3,521 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 70,030 | 3,513 | 0.08% | 0.08% | 285 | +793 | 1.15% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 69,986 | 3,495 | 1.04% | 1.22% | 286 | -8,788 | -11.16% | Q1 2026 | May 14, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 69,824 | 3,487 | 1.78% | 2.23% | 287 | +3,034 | 4.54% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 69,421 | 3,467 | 0.02% | 0.02% | 288 | -8,033 | -10.37% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 67,920 | 3,392 | 0.01% | 0.01% | 289 | -3,058 | -4.31% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 67,550 | 3,374 | 0.11% | 0.1% | 290 | +2,297 | 3.52% | Q1 2026 | Apr 08, 2026 |
| Generations Wealth, LLC | History | Added to | 67,391 | 3,366 | 3.27% | 3.01% | 291 | +7,941 | 13.36% | Q1 2026 | May 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 67,191 | 3,356 | 0.63% | 0.59% | 292 | +4,422 | 7.04% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 67,065 | 3,349 | 0.88% | 0.94% | 293 | -3,771 | -5.32% | Q1 2026 | Apr 23, 2026 |
| Sharper & Granite LLC | History | Added to | 66,773 | 3,335 | 1.14% | 0.98% | 294 | +10,785 | 19.26% | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | Added to | 66,349 | 3,314 | 2.22% | 2.19% | 295 | +1,056 | 1.62% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 65,905 | 3,291 | 0.0% | 0.0% | 296 | -8,567 | -11.5% | Q1 2026 | May 14, 2026 |
| NEPC LLC | History | No change | 65,564 | 3,274 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 64,581 | 3,225 | 0.87% | 0.84% | 298 | +2,925 | 4.74% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 62,707 | 3,132 | 0.01% | 0.01% | 299 | -4,549 | -6.76% | Q1 2026 | May 08, 2026 |
| PALLADIEM, LLC | History | Reduced | 62,615 | 3,131 | 2.99% | 3.04% | 300 | -2,167 | -3.35% | Q1 2026 | May 06, 2026 |