VANGUARD INDEX FUNDS - VTV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 131,676,968 | 25,835,021 | 1.89% | 1.89% | 1 | -4,471,995 | -3.28% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 51,321,269 | 9,923,706 | 4.77% | 6.44% | 2 | -3,951,795 | -7.15% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 33,645,562 | 6,601,259 | 0.4% | 0.38% | 3 | +473,640 | 1.43% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,591,492 | 4,432,450 | 1.19% | 1.15% | 4 | +2,308,443 | 11.38% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 13,503,195 | 2,649,326 | 0.4% | 0.39% | 5 | +860,908 | 6.81% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,405,110 | 2,238,902 | 0.52% | 0.48% | 6 | +222,246 | 1.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,180,221 | 2,193,559 | 0.58% | 0.56% | 7 | +438,590 | 4.08% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,736,451 | 1,714,091 | 0.53% | 0.52% | 8 | -23,229 | -0.27% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,492,812 | 1,666,289 | 0.31% | 0.29% | 9 | +251,358 | 3.05% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 8,418,734 | 1,651,755 | 8.12% | 7.86% | 10 | +502,824 | 6.35% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 7,740,408 | 1,518,668 | 1.62% | 1.55% | 11 | +296,977 | 3.99% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,668,184 | 1,308,297 | 5.03% | — | 12 | +6,668,184 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,662,268 | 1,307,057 | 2.28% | 2.32% | 13 | +277,025 | 4.34% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,815,364 | 1,140,976 | 0.2% | 0.18% | 14 | +34,371 | 0.59% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,611,282 | 1,100,933 | 6.67% | 6.51% | 15 | +46,820 | 0.84% | Q1 2026 | May 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,237,874 | 1,027,670 | 21.11% | 20.32% | 16 | +16,848 | 0.32% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 5,060,711 | 992,804 | 1.16% | 1.15% | 17 | +5,332 | 0.11% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 4,864,568 | 954,428 | 1.81% | 1.81% | 18 | -109,422 | -2.2% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 4,544,984 | 891,725 | 0.05% | 0.04% | 19 | +22,125 | 0.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,540,035 | 890,754 | 0.55% | 0.49% | 20 | +446,635 | 10.91% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 4,283,154 | 840,352 | 0.93% | 0.94% | 21 | -29,468 | -0.68% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,247,947 | 833,447 | 0.48% | 0.44% | 22 | +4,606 | 0.11% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,949,851 | 762,439 | 0.05% | 0.04% | 23 | +200,708 | 5.35% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,838,454 | 753,106 | 0.69% | 0.71% | 24 | +72,744 | 1.93% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,521,088 | 690,846 | 0.73% | 0.72% | 25 | +60,127 | 1.74% | Q1 2026 | May 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 3,430,591 | 673,082 | 7.37% | 7.66% | 26 | -239,278 | -6.52% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,371,516 | 661,491 | 4.98% | 4.74% | 27 | +93,746 | 2.86% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,074,772 | 603,270 | 0.11% | 0.12% | 28 | -422,361 | -12.08% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,862,779 | 561,677 | 0.06% | 0.07% | 29 | -125,930 | -4.21% | Q1 2026 | May 15, 2026 |
| Balentine LLC | History | Added to | 2,846,109 | 558,406 | 22.49% | 0.16% | 30 | +2,824,052 | 12803.43% | Q1 2026 | Apr 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 2,701,704 | 530,074 | 19.38% | 15.24% | 31 | +592,200 | 28.07% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,636,976 | 517,374 | 0.72% | 0.69% | 32 | -75,826 | -2.8% | Q1 2026 | Apr 27, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 2,586,209 | 507,414 | 0.81% | 0.34% | 33 | +1,540,208 | 147.25% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,563,530 | 503,123 | 0.74% | 0.66% | 34 | +196,868 | 8.32% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,405,835 | 472,024 | 0.64% | 0.66% | 35 | -203,053 | -7.78% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,403,123 | 471,492 | 9.7% | 9.16% | 36 | -1,787 | -0.07% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,329,100 | 456,969 | 0.19% | 0.22% | 37 | -323,746 | -12.2% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Added to | 2,176,884 | 427,102 | 5.24% | 5.19% | 38 | +58,942 | 2.78% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,792,680 | 351,723 | 4.33% | 4.26% | 39 | +62,703 | 3.62% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Added to | 1,791,053 | 351,404 | 13.7% | 11.94% | 40 | +209,795 | 13.27% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,768,345 | 346,949 | 4.16% | 3.76% | 41 | +64,657 | 3.8% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,691,366 | 331,844 | 0.31% | 0.29% | 42 | +16,828 | 1.0% | Q1 2026 | May 12, 2026 |
| Bell Bank | History | Added to | 1,625,697 | 318,961 | 13.52% | 13.09% | 43 | +21,612 | 1.35% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 1,623,206 | 318,926 | 0.45% | 0.37% | 44 | +290,185 | 21.77% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,591,664 | 312,284 | 5.41% | 5.39% | 45 | +56,606 | 3.69% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,511,322 | 296,521 | 0.46% | 0.44% | 46 | +25,062 | 1.69% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,454,595 | 285,391 | 0.51% | 0.46% | 47 | +107,297 | 7.96% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,446,101 | 284,470 | 0.58% | 0.46% | 48 | -288,125 | -16.61% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,433,905 | 281,375 | 1.73% | 1.67% | 49 | -17,629 | -1.21% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,407,931 | 276,236 | 0.56% | 0.56% | 50 | -32,322 | -2.24% | Q1 2026 | May 06, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 1,399,269 | 274,536 | 7.95% | 8.35% | 51 | -95,402 | -6.38% | Q1 2026 | May 04, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,375,849 | 262,773 | 21.15% | 21.18% | 52 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,316,904 | 258,376 | 1.37% | 1.33% | 53 | +322,912 | 32.49% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,237,731 | 242,842 | 1.31% | 1.31% | 54 | -19,431 | -1.55% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,173,261 | 230,193 | 0.64% | 0.65% | 55 | -213,437 | -15.39% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,165,912 | 228,751 | 0.66% | 0.46% | 56 | +267,888 | 29.83% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,187,977 | 226,891 | 0.07% | 0.07% | 57 | +76,807 | 6.91% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,155,842 | 226,776 | 2.26% | 2.29% | 58 | -10,324 | -0.89% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,084,070 | 212,694 | 1.0% | 0.96% | 59 | +14,463 | 1.35% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,079,577 | 211,797 | 0.28% | — | 60 | +1,079,577 | New | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 1,079,480 | 211,793 | 12.69% | 12.34% | 61 | -10,791 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Added to | 1,069,631 | 209,861 | 2.4% | 2.27% | 62 | +32,438 | 3.13% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Reduced | 1,053,222 | 206,642 | 0.0% | 0.01% | 63 | -863,353 | -45.05% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,028,947 | 201,879 | 0.52% | 0.48% | 64 | +82,001 | 8.66% | Q1 2026 | Apr 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,014,417 | 199,028 | 2.11% | 2.11% | 65 | -28,455 | -2.73% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 997,691 | 195,746 | 1.45% | 1.48% | 66 | +28,587 | 2.95% | Q1 2026 | Apr 15, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 985,079 | 193,272 | 12.32% | 12.39% | 67 | +13,672 | 1.41% | Q1 2026 | Apr 08, 2026 |
| Members Trust Co | History | Reduced | 976,626 | 191,614 | 6.37% | 9.26% | 68 | -510,056 | -34.31% | Q1 2026 | May 04, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 969,895 | 190,298 | 5.52% | 9.33% | 69 | -692,359 | -41.65% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 966,359 | 189,599 | 0.72% | 0.73% | 70 | +34,883 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 972,713 | 189,597 | 0.27% | 0.29% | 71 | -341,602 | -25.99% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 972,047 | 185,651 | 0.31% | 0.31% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 909,566 | 178,456 | 1.51% | 1.72% | 73 | -207,523 | -18.58% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 902,783 | 177,125 | 0.12% | 0.13% | 74 | -35,479 | -3.78% | Q1 2026 | May 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 894,868 | 175,573 | 6.17% | 5.33% | 75 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 861,724 | 169,070 | 25.2% | 23.34% | 76 | +29,719 | 3.57% | Q1 2026 | Apr 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 858,103 | 168,359 | 0.52% | 0.53% | 77 | +91,454 | 11.93% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 854,071 | 167,568 | 0.44% | 0.44% | 78 | -5,774 | -0.67% | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 852,879 | 167,334 | 14.25% | 14.39% | 79 | +39,577 | 4.87% | Q1 2026 | Apr 09, 2026 |
| RMG Wealth Management LLC | History | Added to | 799,707 | 166,538 | 19.22% | 19.94% | 80 | +24,588 | 3.17% | Q1 2026 | May 14, 2026 |
| 71 West Capital Partners | History | Added to | 845,174 | 165,823 | 7.29% | 7.08% | 81 | +39,240 | 4.87% | Q1 2026 | May 06, 2026 |
| Unison Advisors LLC | History | Added to | 799,450 | 156,852 | 11.9% | 6.76% | 82 | +394,145 | 97.25% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 781,277 | 153,286 | 0.86% | 0.79% | 83 | +40,143 | 5.42% | Q1 2026 | Apr 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 763,114 | 149,722 | 15.06% | 14.59% | 84 | -10,726 | -1.39% | Q1 2026 | May 05, 2026 |
| Saudi Central Bank | History | No change | 756,686 | 148,461 | 3.14% | 5.4% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 750,841 | 147,315 | 1.35% | 1.67% | 86 | +56,492 | 8.14% | Q1 2026 | May 06, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 742,120 | 145,603 | 14.63% | 13.93% | 87 | +14,152 | 1.94% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 738,418 | 144,877 | 8.93% | 8.96% | 88 | -10,054 | -1.34% | Q1 2026 | May 05, 2026 |
| NEPC LLC | History | No change | 704,920 | 138,305 | 2.75% | 2.87% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 700,170 | 137,372 | 11.55% | 11.28% | 90 | -3,467 | -0.49% | Q1 2026 | Apr 20, 2026 |
| Focused Wealth Management, Inc | History | Added to | 696,791 | 136,710 | 14.18% | 13.59% | 91 | +15,901 | 2.34% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 676,693 | 132,767 | 1.54% | 1.62% | 92 | -20,221 | -2.9% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 662,211 | 129,925 | 5.94% | 5.24% | 93 | +33,783 | 5.38% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 659,387 | 129,371 | 3.2% | 3.06% | 94 | +11,830 | 1.83% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,146,092 | 128,269 | 0.83% | 1.7% | 95 | -156,188 | -11.99% | Q1 2026 | May 15, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 623,769 | 126,912 | 18.83% | 21.78% | 96 | -59,760 | -8.74% | Q1 2026 | May 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 607,077 | 126,581 | 3.37% | 0.85% | 97 | +502,048 | 478.01% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 644,088 | 126,370 | 0.15% | 0.19% | 98 | -187,815 | -22.58% | Q1 2026 | May 14, 2026 |
| Brickley Wealth Management | History | Added to | 644,008 | 126,354 | 21.67% | 20.65% | 99 | +2,654 | 0.41% | Q1 2026 | May 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 640,487 | 125,663 | 4.73% | 4.34% | 100 | +31,120 | 5.11% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 638,267 | 125,228 | 3.82% | 2.47% | 101 | +287,191 | 81.8% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 633,314 | 124,256 | 1.73% | 1.63% | 102 | -3,978 | -0.62% | Q1 2026 | May 01, 2026 |
| Foster Group, Inc. | History | Reduced | 604,953 | 118,691 | 3.53% | 3.53% | 103 | -7,139 | -1.17% | Q1 2026 | Apr 13, 2026 |
| Permanens Capital L.P. | History | Added to | 599,227 | 117,568 | 15.15% | 13.98% | 104 | +37,934 | 6.76% | Q1 2026 | May 15, 2026 |
| IFC Advisors LLC | History | Added to | 585,861 | 114,945 | 16.45% | 15.95% | 105 | +14,106 | 2.47% | Q1 2026 | May 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 579,032 | 113,606 | 1.78% | 1.88% | 106 | +12,108 | 2.14% | Q1 2026 | May 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 577,790 | 113,362 | 6.85% | 6.75% | 107 | +490 | 0.08% | Q1 2026 | May 12, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 575,730 | 112,958 | 6.96% | 6.52% | 108 | +11,458 | 2.03% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 573,956 | 112,610 | 8.87% | 8.5% | 109 | +17,693 | 3.18% | Q1 2026 | Apr 22, 2026 |
| BESSEMER GROUP INC | History | Added to | 566,895 | 111,224 | 0.17% | 0.15% | 110 | +54,013 | 10.53% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 558,234 | 109,787 | 1.04% | 0.9% | 111 | +119,971 | 27.37% | Q1 2026 | Apr 07, 2026 |
| Summit Financial, LLC | History | Added to | 552,948 | 108,488 | 1.38% | 1.35% | 112 | +71,111 | 14.76% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Added to | 547,477 | 107,414 | 5.79% | 5.07% | 113 | +47,547 | 9.51% | Q1 2026 | Apr 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 542,399 | 106,418 | 10.16% | 9.95% | 114 | +2,641 | 0.49% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 538,505 | 105,654 | 0.9% | 0.85% | 115 | -64,943 | -10.76% | Q1 2026 | May 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 533,771 | 105,147 | 13.01% | 12.5% | 116 | +26,858 | 5.3% | Q1 2026 | Apr 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 523,585 | 102,727 | 0.83% | 0.86% | 117 | -51,436 | -8.95% | Q1 2026 | Apr 24, 2026 |
| Euclidean Capital LLC | History | No change | 520,000 | 102,024 | 26.01% | 26.88% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 519,060 | 101,840 | 0.31% | 0.3% | 119 | -9,758 | -1.85% | Q1 2026 | May 13, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 517,970 | 101,625 | 16.19% | 16.16% | 120 | -994 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Clark Asset Management, LLC | History | Added to | 512,049 | 100,464 | 9.43% | 9.08% | 121 | +54,184 | 11.83% | Q1 2026 | Apr 16, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 511,287 | 100,314 | 9.67% | 8.92% | 122 | +9,098 | 1.81% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 502,637 | 98,617 | 2.29% | 2.31% | 123 | +4,438 | 0.89% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Reduced | 501,531 | 98,400 | 5.15% | 4.75% | 124 | -2,047 | -0.41% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 499,413 | 98,314 | 0.49% | 0.47% | 125 | +33,280 | 7.14% | Q1 2026 | May 15, 2026 |
| Efficient Advisors, LLC | History | Reduced | 494,023 | 96,927 | 6.88% | 6.5% | 126 | -88,839 | -15.24% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 481,121 | 94,396 | 0.14% | 0.13% | 127 | +18,322 | 3.96% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 478,310 | 93,844 | 0.52% | 0.44% | 128 | -180,839 | -27.44% | Q1 2026 | Apr 29, 2026 |
| Trust Co of Tennessee | History | Reduced | 473,952 | 92,989 | 17.32% | 18.26% | 129 | -7,299 | -1.52% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 465,070 | 91,246 | 5.55% | 2.94% | 130 | +221,141 | 90.66% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 463,860 | 91,009 | 0.13% | 0.11% | 131 | +47,919 | 11.52% | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 463,695 | 90,976 | 9.15% | 8.89% | 132 | +2,890 | 0.63% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Reduced | 461,873 | 90,619 | 3.69% | 3.3% | 133 | -28,390 | -5.79% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 458,170 | 89,893 | 0.16% | 0.16% | 134 | +194,140 | 73.53% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 452,560 | 88,792 | 0.43% | 0.51% | 135 | -19,025 | -4.03% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 451,562 | 88,596 | 2.5% | 2.71% | 136 | -36,112 | -7.4% | Q1 2026 | May 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 431,968 | 87,667 | 11.09% | 11.16% | 137 | -3,446 | -0.79% | Q1 2026 | Apr 20, 2026 |
| VANGUARD GROUP INC | History | No change | 454,983 | 86,897 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 430,459 | 84,455 | 0.33% | — | 139 | +430,459 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 428,813 | 84,133 | 0.43% | 0.44% | 140 | +12,471 | 3.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 425,081 | 83,400 | 0.34% | 0.33% | 141 | +4,883 | 1.16% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 422,508 | 82,896 | 1.02% | 0.95% | 142 | +19,945 | 4.95% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 418,100 | 82,031 | 1.03% | 0.99% | 143 | -298 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 410,702 | 80,579 | 11.14% | 11.6% | 144 | -36,164 | -8.09% | Q1 2026 | Apr 22, 2026 |
| Rodgers & Associates, LTD | History | Added to | 408,303 | 80,109 | 8.16% | 7.87% | 145 | +1,198 | 0.29% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Added to | 392,920 | 77,090 | 0.26% | 0.19% | 146 | +84,778 | 27.51% | Q1 2026 | May 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 382,983 | 75,141 | 13.25% | 13.24% | 147 | +3,390 | 0.89% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Reduced | 381,531 | 74,856 | 0.84% | 0.84% | 148 | -6,068 | -1.57% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 380,500 | 74,654 | 1.04% | 0.98% | 149 | -5,578 | -1.44% | Q1 2026 | May 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 375,036 | 73,581 | 11.91% | 1.73% | 150 | +319,174 | 571.36% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 367,950 | 72,178 | 0.14% | 0.15% | 151 | -71,604 | -16.29% | Q1 2026 | May 01, 2026 |
| CSM Advisors, LLC | History | Added to | 367,088 | 72,024 | 1.77% | 1.9% | 152 | +105 | 0.03% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 364,990 | 71,611 | 1.29% | 1.29% | 153 | +3,010 | 0.83% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 358,937 | 70,423 | 4.39% | 4.34% | 154 | +6,037 | 1.71% | Q1 2026 | Apr 27, 2026 |
| Japan Science & Technology Agency | History | No change | 357,328 | 70,107 | 1.46% | 1.25% | 155 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 357,139 | 70,070 | 5.85% | 5.5% | 156 | +1,093 | 0.31% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 353,628 | 69,381 | 4.51% | 4.46% | 157 | +415 | 0.12% | Q1 2026 | May 07, 2026 |
| Advisors Capital Management, LLC | History | Added to | 353,271 | 69,311 | 0.81% | 0.79% | 158 | +1,858 | 0.53% | Q1 2026 | May 01, 2026 |
| Gleason Group, Inc. | History | Added to | 352,714 | 69,202 | 6.85% | 6.57% | 159 | +2,048 | 0.58% | Q1 2026 | May 04, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 351,924 | 69,047 | 10.01% | 9.08% | 160 | +43,416 | 14.07% | Q1 2026 | May 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 351,488 | 68,961 | 13.31% | 13.19% | 161 | +14,170 | 4.2% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 351,113 | 68,888 | 1.06% | 1.04% | 162 | -3,877 | -1.09% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 345,293 | 67,747 | 0.17% | 0.15% | 163 | -2,991 | -0.86% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 343,665 | 67,427 | 2.1% | 2.1% | 164 | -4,527 | -1.3% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 343,483 | 67,391 | 0.73% | 0.72% | 165 | +13,036 | 3.94% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 340,165 | 66,740 | 1.15% | 1.16% | 166 | -2,237 | -0.65% | Q1 2026 | May 04, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Reduced | 338,073 | 66,329 | 9.63% | 10.33% | 167 | -38,274 | -10.17% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 810,598 | 65,756 | 3.04% | 0.85% | 168 | -409,674 | -33.57% | Q1 2026 | May 15, 2026 |
| OLIO Financial Planning | History | Added to | 329,930 | 64,732 | 17.93% | 17.46% | 169 | +3,948 | 1.21% | Q1 2026 | Apr 14, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 329,649 | 64,677 | 2.99% | 2.83% | 170 | -1,794 | -0.54% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 327,253 | 64,207 | 0.28% | 0.21% | 171 | +71,669 | 28.04% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 326,948 | 64,147 | 1.3% | 1.2% | 172 | +15,695 | 5.04% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 322,584 | 63,290 | 0.47% | 0.47% | 173 | +21,373 | 7.1% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 319,770 | 62,738 | 5.88% | 5.7% | 174 | +1,454 | 0.46% | Q1 2026 | Apr 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 314,273 | 61,660 | 7.65% | 6.85% | 175 | +37,778 | 13.66% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 309,295 | 60,683 | 0.33% | 0.3% | 176 | +14,989 | 5.09% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | Added to | 307,188 | 60,270 | 10.0% | 9.86% | 177 | +2,311 | 0.76% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 306,490 | 60,133 | 8.43% | 8.02% | 178 | +3,234 | 1.07% | Q1 2026 | Apr 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 295,702 | 60,015 | 3.43% | 3.37% | 179 | +4,040 | 1.39% | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | Added to | 304,419 | 59,726 | 4.43% | 5.22% | 180 | +10,240 | 3.48% | Q1 2026 | May 19, 2026 |
| Hirtle & Co., LLC | History | Reduced | 299,946 | 58,849 | 2.02% | 1.97% | 181 | -2,870 | -0.95% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 299,357 | 58,733 | 2.53% | 2.25% | 182 | +15,647 | 5.52% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 305,343 | 58,317 | 7.8% | 7.8% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 297,204 | 58,311 | 6.81% | 2.86% | 184 | +158,427 | 114.16% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 296,414 | 58,156 | 0.06% | 0.0% | 185 | +277,802 | 1492.6% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 295,678 | 58,012 | 0.33% | 0.31% | 186 | +15,030 | 5.36% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 292,875 | 57,462 | 0.45% | 0.44% | 187 | +3,880 | 1.34% | Q1 2026 | May 01, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 291,675 | 57,226 | 3.48% | 3.26% | 188 | -6,840,122 | -95.91% | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 282,711 | 55,467 | 3.57% | 4.14% | 189 | -60,773 | -17.69% | Q1 2026 | May 14, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 280,613 | 55,056 | 18.89% | 17.87% | 190 | -1,825 | -0.65% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Added to | 277,178 | 54,382 | 1.95% | 1.54% | 191 | +46,045 | 19.92% | Q1 2026 | Apr 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 273,007 | 53,563 | 5.8% | 5.16% | 192 | +25,833 | 10.45% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Added to | 269,995 | 52,972 | 2.32% | 2.8% | 193 | +5,026 | 1.9% | Q1 2026 | May 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 265,923 | 52,174 | 7.57% | 7.33% | 194 | +66 | 0.02% | Q1 2026 | May 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 261,740 | 51,348 | 6.54% | 5.89% | 195 | +9,621 | 3.82% | Q1 2026 | Apr 13, 2026 |
| Chaney Capital Management, Inc. | History | Reduced | 261,330 | 51,272 | 18.08% | 17.38% | 196 | -2,351 | -0.89% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 260,430 | 51,095 | 0.04% | 0.04% | 197 | -15,751 | -5.7% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 260,027 | 51,017 | 2.63% | 3.56% | 198 | -98,358 | -27.44% | Q1 2026 | May 07, 2026 |
| Crane Advisory, LLC | History | Reduced | 250,460 | 50,738 | 7.59% | 7.87% | 199 | -13,840 | -5.24% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 257,162 | 50,456 | 3.49% | 3.88% | 200 | +22,029 | 9.37% | Q1 2026 | May 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 256,789 | 50,381 | 0.02% | 0.02% | 201 | +71,762 | 38.78% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 252,681 | 49,576 | 1.0% | 0.98% | 202 | +1,305 | 0.52% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 252,077 | 49,457 | 2.66% | 2.81% | 203 | -15,234 | -5.7% | Q1 2026 | May 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 248,466 | 48,749 | 2.65% | 2.68% | 204 | -5,665 | -2.23% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 248,233 | 48,703 | 0.58% | 0.55% | 205 | -4,513 | -1.79% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 246,874 | 48,436 | 1.29% | 1.74% | 206 | -35,558 | -12.59% | Q1 2026 | May 11, 2026 |
| Noble Family Wealth, LLC | History | Added to | 246,791 | 48,420 | 10.0% | 9.68% | 207 | +6,292 | 2.62% | Q1 2026 | Apr 23, 2026 |
| TRUEFG, LLC | History | Added to | 246,498 | 48,362 | 12.82% | 12.58% | 208 | +1,099 | 0.45% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 240,791 | 47,243 | 2.69% | 2.54% | 209 | +18,605 | 8.37% | Q1 2026 | Apr 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 238,755 | 46,843 | 6.59% | 6.2% | 210 | +13,971 | 6.22% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Added to | 228,625 | 46,694 | 0.69% | 0.77% | 211 | +23,696 | 11.56% | Q1 2026 | Apr 20, 2026 |
| Wealth Analytics Partners, LLC | History | Added to | 236,918 | 46,483 | 18.9% | 17.71% | 212 | +462 | 0.2% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 236,087 | 46,320 | 1.56% | 1.51% | 213 | +6,559 | 2.86% | Q1 2026 | May 13, 2026 |
| TL Private Wealth | History | Reduced | 228,514 | 46,002 | 18.15% | 17.82% | 214 | -6,662 | -2.83% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 230,910 | 45,304 | 0.5% | 0.11% | 215 | +186,650 | 421.71% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 226,853 | 44,508 | 0.09% | 0.09% | 216 | -10,791 | -4.54% | Q1 2026 | May 14, 2026 |
| Financial Advisory Corp | History | Added to | 218,776 | 42,923 | 5.96% | 6.06% | 217 | +596 | 0.27% | Q1 2026 | Apr 10, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Reduced | 218,561 | 42,881 | 24.7% | 23.81% | 218 | -388 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 216,309 | 42,440 | 0.29% | 0.03% | 219 | +199,500 | 1186.86% | Q1 2026 | May 05, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 215,626 | 42,305 | 18.99% | 17.59% | 220 | +673 | 0.31% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 220,254 | 42,066 | 0.17% | 0.17% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLC Capital Advisors | History | Added to | 212,502 | 41,692 | 7.44% | 7.15% | 222 | +9,608 | 4.74% | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Added to | 208,487 | 40,905 | 1.16% | 1.2% | 223 | +6,250 | 3.09% | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 208,072 | 40,824 | 0.66% | 0.61% | 224 | +51,887 | 33.22% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 207,546 | 40,720 | 2.37% | 2.34% | 225 | -437 | -0.21% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 207,122 | 40,637 | 0.97% | 1.08% | 226 | -12,168 | -5.55% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 212,730 | 40,629 | 0.72% | 0.72% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 206,998 | 40,613 | 0.54% | 0.55% | 228 | +4,949 | 2.45% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 206,000 | 40,417 | 0.1% | 0.03% | 229 | +133,700 | 184.92% | Q1 2026 | May 11, 2026 |
| Berman McAleer LLC | History | Added to | 204,647 | 40,151 | 5.48% | 5.34% | 230 | +208 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 203,132 | 39,854 | 25.28% | 24.1% | 231 | -20,178 | -9.04% | Q1 2026 | Apr 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 202,968 | 39,822 | 1.51% | 1.67% | 232 | -37,295 | -15.52% | Q1 2026 | May 11, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | New | 202,548 | 39,739 | 0.03% | — | 233 | +202,548 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 197,610 | 38,771 | 0.84% | 0.8% | 234 | +9,541 | 5.07% | Q1 2026 | May 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 197,172 | 38,685 | 6.13% | 6.65% | 235 | -6,192 | -3.04% | Q1 2026 | Apr 09, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 196,004 | 38,455 | 5.68% | 5.48% | 236 | +10,047 | 5.4% | Q1 2026 | Apr 24, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 192,733 | 37,814 | 7.91% | 6.29% | 237 | +45,809 | 31.18% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 192,544 | 37,777 | 4.1% | 3.84% | 238 | +11,859 | 6.56% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 191,521 | 37,576 | 0.01% | 0.03% | 239 | -224,348 | -53.95% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 190,413 | 37,359 | 0.06% | 0.05% | 240 | +60,031 | 46.04% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 190,378 | 37,352 | 0.01% | 0.0% | 241 | +163,296 | 602.97% | Q1 2026 | May 13, 2026 |
| Jacobsen Capital Management | History | Reduced | 189,476 | 37,175 | 12.55% | 12.51% | 242 | -11,071 | -5.52% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 189,220 | 37,124 | 0.0% | 0.0% | 243 | -328 | -0.17% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 188,615 | 37,006 | 1.96% | 1.87% | 244 | -4,308 | -2.23% | Q1 2026 | Apr 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 188,101 | 36,905 | 1.75% | 1.83% | 245 | -10,118 | -5.1% | Q1 2026 | Apr 28, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 187,912 | 36,868 | 4.75% | 0.11% | 246 | +183,586 | 4243.78% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 185,027 | 36,302 | 0.61% | 0.08% | 247 | +160,716 | 661.08% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 184,861 | 36,269 | 0.75% | 0.8% | 248 | -11,383 | -5.8% | Q1 2026 | Apr 27, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 184,175 | 36,135 | 14.82% | 14.85% | 249 | -280 | -0.15% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 188,387 | 35,980 | 0.17% | 0.17% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 183,365 | 35,976 | 5.44% | 5.17% | 251 | +4,263 | 2.38% | Q1 2026 | Apr 15, 2026 |
| Trustees of Dartmouth College | History | No change | 182,250 | 35,757 | 14.21% | 8.85% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 182,239 | 35,755 | 3.66% | 3.73% | 253 | +4,334 | 2.44% | Q1 2026 | Apr 30, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 181,469 | 35,604 | 15.34% | 15.11% | 254 | +5,248 | 2.98% | Q1 2026 | Apr 29, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 180,640 | 35,441 | 4.89% | 4.98% | 255 | -9,565 | -5.03% | Q1 2026 | May 14, 2026 |
| Sepio Capital, LP | History | Reduced | 180,365 | 35,387 | 1.92% | 1.9% | 256 | -1,151 | -0.63% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 180,138 | 35,343 | 0.28% | 0.18% | 257 | +99,648 | 123.8% | Q1 2026 | May 15, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 178,130 | 34,949 | 15.41% | 14.92% | 258 | +3,498 | 2.0% | Q1 2026 | Apr 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 177,933 | 34,910 | 2.25% | 1.59% | 259 | +48,131 | 37.08% | Q1 2026 | May 06, 2026 |
| NWAM LLC | History | Reduced | 177,146 | 34,756 | 2.0% | 1.93% | 260 | -1,343 | -0.75% | Q1 2026 | May 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 177,091 | 34,745 | 6.24% | 6.06% | 261 | +1,438 | 0.82% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 175,329 | 34,399 | 9.09% | 8.98% | 262 | +6,364 | 3.77% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 173,329 | 34,007 | 7.83% | 7.81% | 263 | -2,414 | -1.37% | Q1 2026 | Apr 09, 2026 |
| Sageworth Trust Co | History | Reduced | 170,955 | 33,541 | 1.44% | 1.43% | 264 | -3,348 | -1.92% | Q1 2026 | Apr 29, 2026 |
| MA Private Wealth | History | Reduced | 169,673 | 33,289 | 5.63% | 5.68% | 265 | -8,626 | -4.84% | Q1 2026 | May 07, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 169,322 | 33,220 | 23.3% | 22.9% | 266 | +1,032 | 0.61% | Q1 2026 | Apr 22, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 168,715 | 33,102 | 11.35% | 11.16% | 267 | +352 | 0.21% | Q1 2026 | Apr 08, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 168,545 | 33,068 | 11.8% | 11.67% | 268 | -1,502 | -0.88% | Q1 2026 | May 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 167,908 | 32,943 | 8.45% | 8.39% | 269 | -2,600 | -1.52% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 166,650 | 32,775 | 0.56% | 0.59% | 270 | -2,805 | -1.66% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 166,576 | 32,682 | 1.96% | 1.82% | 271 | +9,995 | 6.38% | Q1 2026 | May 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 166,531 | 32,673 | 3.22% | 2.63% | 272 | +29,481 | 21.51% | Q1 2026 | Apr 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 166,010 | 32,571 | 10.89% | 9.19% | 273 | -326 | -0.2% | Q1 2026 | Apr 29, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 164,391 | 32,253 | 19.47% | 18.55% | 274 | -2,239 | -1.34% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 163,165 | 32,012 | 1.01% | 0.98% | 275 | +5,273 | 3.34% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 162,991 | 31,978 | 3.95% | 3.22% | 276 | +31,435 | 23.89% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Reduced | 162,322 | 31,847 | 0.05% | 0.05% | 277 | -21,006 | -11.46% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 160,880 | 31,564 | 0.99% | 0.67% | 278 | +85,583 | 113.66% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 160,292 | 31,449 | 0.11% | 0.17% | 279 | -71,274 | -30.78% | Q1 2026 | May 13, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 159,481 | 31,290 | 8.47% | 9.05% | 280 | +12,704 | 8.66% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 159,289 | 31,252 | 2.09% | — | 281 | +159,289 | New | Q1 2026 | May 07, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 159,176 | 31,230 | 15.63% | 17.58% | 282 | +6,236 | 4.08% | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Reduced | 154,900 | 30,391 | 17.96% | 17.98% | 283 | -269 | -0.17% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 154,837 | 30,378 | 3.93% | 3.82% | 284 | +10,463 | 7.25% | Q1 2026 | Apr 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 154,828 | 30,377 | 5.48% | 5.46% | 285 | -1,730 | -1.11% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 154,514 | 30,315 | 2.04% | 2.39% | 286 | -27,506 | -15.11% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 154,412 | 30,296 | 0.24% | 0.22% | 287 | +19,335 | 14.31% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 154,269 | 30,267 | 0.34% | 0.33% | 288 | +2,264 | 1.49% | Q1 2026 | Apr 28, 2026 |
| Waterford Advisors, LLC | History | Added to | 156,352 | 30,180 | 9.57% | 11.38% | 289 | +3,854 | 2.53% | Q1 2026 | May 15, 2026 |
| Rise Advisors, LLC | History | Added to | 153,093 | 30,108 | 10.61% | 10.27% | 290 | +2,346 | 1.56% | Q1 2026 | Apr 03, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 153,332 | 30,083 | 12.14% | 12.18% | 291 | -7,780 | -4.83% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | Added to | 153,115 | 30,041 | 0.92% | 0.72% | 292 | +25,336 | 19.83% | Q1 2026 | May 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 152,034 | 29,830 | 6.45% | 6.16% | 293 | +8,686 | 6.06% | Q1 2026 | Apr 27, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 151,572 | 29,738 | 8.83% | 8.85% | 294 | -7,748 | -4.86% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 147,560 | 28,951 | 0.42% | 0.44% | 295 | -3,289 | -2.18% | Q1 2026 | May 13, 2026 |
| Newton One Investments LLC | History | Added to | 147,393 | 28,918 | 7.85% | 1.49% | 296 | +120,991 | 458.26% | Q1 2026 | Apr 24, 2026 |
| First PREMIER Bank | History | Added to | 147,121 | 28,865 | 6.66% | 6.1% | 297 | +7,777 | 5.58% | Q1 2026 | Apr 20, 2026 |
| Wealth Architects, LLC | History | Reduced | 146,324 | 28,708 | 2.56% | 2.58% | 298 | -3,359 | -2.24% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 145,921 | 28,629 | 0.51% | 0.5% | 299 | +2,732 | 1.91% | Q1 2026 | May 07, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 145,322 | 28,512 | 4.15% | 4.24% | 300 | +1,284 | 0.89% | Q1 2026 | May 14, 2026 |