VANGUARD INDEX FUNDS - VUG
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 | Added to | 54,648,818 | 23,870,057 | 1.74% | 1.7% | 1 | +6,771,524 | 14.14% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 39,228,809 | 16,571,482 | 7.96% | 11.71% | 2 | -153,174 | -0.39% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,863,770 | 6,492,347 | 0.39% | 0.42% | 3 | +478,009 | 3.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,696,213 | 3,798,418 | 1.02% | 1.11% | 4 | +1,040,585 | 13.59% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 6,069,286 | 2,651,003 | 0.4% | 0.44% | 5 | +454,724 | 8.1% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 5,397,232 | 2,357,457 | 0.63% | 0.73% | 6 | -93,666 | -1.71% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,427,080 | 1,933,704 | 0.36% | 0.38% | 7 | +103,677 | 2.4% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,022,942 | 1,754,867 | 0.41% | 0.43% | 8 | +136,624 | 3.52% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,651,263 | 1,594,835 | 7.84% | 8.78% | 9 | +187,033 | 5.4% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,575,213 | 1,561,617 | 0.48% | 0.51% | 10 | +246,474 | 7.4% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,441,990 | 1,503,426 | 5.78% | — | 11 | +3,441,990 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 2,579,305 | 1,126,614 | 0.06% | 0.06% | 12 | -9,805 | -0.38% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,497,362 | 1,090,822 | 22.41% | 24.67% | 13 | +15,432 | 0.62% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,298,549 | 1,003,983 | 1.07% | 1.13% | 14 | +173,690 | 8.17% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,285,943 | 998,476 | 0.58% | 0.61% | 15 | -600 | -0.03% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,249,069 | 982,372 | 0.17% | 0.17% | 16 | +61,421 | 2.81% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,198,247 | 960,172 | 10.51% | 11.95% | 17 | -42,333 | -1.89% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,898,195 | 829,105 | 0.97% | 1.06% | 18 | +65,835 | 3.59% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,947,496 | 817,968 | 0.05% | 0.05% | 19 | +154,565 | 8.62% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,812,196 | 791,549 | 0.15% | 0.16% | 20 | -101,517 | -5.3% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,811,209 | 791,117 | 4.8% | 5.3% | 21 | +37,840 | 2.13% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,775,949 | 775,716 | 0.48% | 0.54% | 22 | +24,325 | 1.39% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,589,188 | 694,276 | 0.74% | 0.84% | 23 | +12,392 | 0.79% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,585,271 | 692,430 | 0.97% | 1.07% | 24 | -66,259 | -4.01% | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,472,034 | 642,969 | 0.59% | 0.7% | 25 | +15,613 | 1.07% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 8,485,080 | 617,699 | 4.65% | 5.06% | 26 | +7,114,129 | 518.92% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,417,238 | 617,656 | 0.88% | 0.93% | 27 | -141,902 | -9.1% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,323,256 | 577,940 | 1.01% | 1.22% | 28 | +12,684 | 0.97% | Q1 2026 | May 14, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 1,274,384 | 556,637 | 16.15% | 16.92% | 29 | -5,133 | -0.4% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,241,457 | 542,256 | 6.5% | 6.75% | 30 | +44,669 | 3.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,226,004 | 535,801 | 0.78% | 0.73% | 31 | +197,436 | 19.2% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,204,403 | 526,071 | 0.06% | 0.07% | 32 | +24,240 | 2.05% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 1,153,860 | 503,994 | 4.27% | 4.27% | 33 | +65,967 | 6.06% | Q1 2026 | May 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 6,503,155 | 473,418 | 0.96% | 6.0% | 34 | +8,481 | 0.13% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 1,040,017 | 454,260 | 5.58% | 6.37% | 35 | +23,933 | 2.36% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,037,216 | 453,045 | 0.61% | 0.7% | 36 | -40,784 | -3.78% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 989,422 | 432,169 | 8.75% | 10.08% | 37 | -36,450 | -3.55% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 986,756 | 431,005 | 8.86% | 9.55% | 38 | +5,531 | 0.56% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 963,703 | 420,935 | 0.18% | 0.2% | 39 | +28,982 | 3.1% | Q1 2026 | May 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 904,105 | 394,903 | 14.44% | 15.27% | 40 | +76,401 | 9.23% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 875,880 | 382,575 | 0.31% | 0.56% | 41 | +59,040 | 7.23% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 824,223 | 360,012 | 2.67% | 3.2% | 42 | +6,328 | 0.77% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 773,094 | 337,679 | 2.52% | 2.91% | 43 | +36,428 | 4.94% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 738,592 | 322,638 | 0.3% | 0.33% | 44 | -2,741 | -0.37% | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 719,053 | 314,075 | 9.09% | 9.5% | 45 | +52,872 | 7.94% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 724,683 | 309,191 | 0.34% | 0.39% | 46 | +18,419 | 2.61% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 706,880 | 308,759 | 12.04% | 11.41% | 47 | +115,188 | 19.47% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Added to | 696,274 | 305,401 | 0.43% | 0.4% | 48 | +140,239 | 25.22% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 698,101 | 304,923 | 1.65% | 1.84% | 49 | +6,365 | 0.92% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 677,349 | 295,859 | 2.32% | 2.33% | 50 | +77,422 | 12.91% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 663,015 | 289,598 | 0.8% | 0.92% | 51 | -110,746 | -14.31% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 656,256 | 286,646 | 3.26% | 3.28% | 52 | +45,776 | 7.5% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 653,482 | 285,434 | 0.75% | 0.85% | 53 | +9,905 | 1.54% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 641,405 | 280,159 | 0.44% | 0.48% | 54 | +16,295 | 2.61% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 632,054 | 276,074 | 1.04% | 1.15% | 55 | +57,705 | 10.05% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 622,805 | 272,034 | 3.35% | 3.93% | 56 | -2,415 | -0.39% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 614,604 | 268,452 | 0.48% | 0.52% | 57 | +21,688 | 3.66% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 613,960 | 268,171 | 1.42% | 1.79% | 58 | +91,903 | 17.6% | Q1 2026 | May 15, 2026 |
| Bell Bank | History | Added to | 608,080 | 265,603 | 11.26% | 12.31% | 59 | +17,440 | 2.95% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 593,629 | 259,291 | 0.53% | 0.51% | 60 | +83,808 | 16.44% | Q1 2026 | May 06, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 526,893 | 257,048 | 20.69% | 20.71% | 61 | +32 | 0.01% | Q1 2026 | Apr 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 583,438 | 254,839 | 0.04% | 0.04% | 62 | -5,333 | -0.91% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 554,536 | 242,218 | 1.49% | 1.59% | 63 | +12,185 | 2.25% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 538,579 | 235,246 | 0.61% | 0.66% | 64 | +25,735 | 5.02% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 652,398 | 234,233 | 1.51% | 2.64% | 65 | -139,616 | -17.63% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 489,387 | 213,759 | 2.13% | 2.45% | 66 | +1,562 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 471,472 | 205,934 | 0.97% | 1.07% | 67 | +7,091 | 1.53% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 467,125 | 205,689 | 0.42% | 0.4% | 68 | -141,294 | -23.22% | Q1 2026 | Apr 08, 2026 |
| Garde Capital, Inc. | History | Reduced | 441,618 | 192,894 | 11.55% | 13.03% | 69 | -9,151 | -2.03% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 435,418 | 189,936 | 5.39% | 6.8% | 70 | -11,866 | -2.65% | Q1 2026 | Apr 09, 2026 |
| Brookstone Capital Management | History | Added to | 426,934 | 186,480 | 2.13% | 2.28% | 71 | +17,540 | 4.28% | Q1 2026 | Apr 16, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 425,548 | 185,875 | 11.46% | 12.38% | 72 | +6,417 | 1.53% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 423,091 | 184,801 | 4.12% | 4.54% | 73 | +9,623 | 2.33% | Q1 2026 | May 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 415,008 | 181,271 | 11.17% | 12.42% | 74 | +8,821 | 2.17% | Q1 2026 | May 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 409,574 | 178,897 | 11.4% | 10.35% | 75 | +91,866 | 28.92% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 365,669 | 159,720 | 4.87% | 3.46% | 76 | +172,873 | 89.67% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 364,752 | 159,321 | 0.25% | 0.25% | 77 | +37,042 | 11.3% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Reduced | 360,936 | 157,653 | 0.11% | 0.13% | 78 | -18,329 | -4.83% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 356,081 | 155,532 | 9.39% | 10.72% | 79 | -3,090 | -0.86% | Q1 2026 | May 12, 2026 |
| Japan Science & Technology Agency | History | No change | 350,953 | 153,292 | 3.19% | 3.15% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF HAWAII | History | Reduced | 346,312 | 151,265 | 7.92% | 8.37% | 81 | -722 | -0.21% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 345,470 | 150,898 | 0.84% | 0.84% | 82 | +36,209 | 11.71% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Management, Inc. | History | Added to | 343,333 | 149,964 | 23.9% | 25.55% | 83 | +22,163 | 6.9% | Q1 2026 | Apr 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 336,299 | 146,892 | 15.04% | 17.64% | 84 | +6,455 | 1.96% | Q1 2026 | Apr 30, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 325,657 | 142,243 | 12.11% | 12.86% | 85 | +41,116 | 14.45% | Q1 2026 | Apr 09, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 323,977 | 141,509 | 30.47% | 31.56% | 86 | +3,015 | 0.94% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 321,772 | 140,547 | 0.27% | 0.29% | 87 | +6,918 | 2.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 321,083 | 140,500 | 0.69% | 0.77% | 88 | +20,451 | 6.8% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 312,649 | 136,562 | 6.25% | 6.82% | 89 | -7,808 | -2.44% | Q1 2026 | May 06, 2026 |
| Balentine LLC | History | Reduced | 312,246 | 136,385 | 5.49% | 29.44% | 90 | -1,278,426 | -80.37% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 309,709 | 135,277 | 0.25% | 0.29% | 91 | +125,703 | 68.31% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 306,658 | 133,944 | 1.14% | 1.13% | 92 | -10,213 | -3.22% | Q1 2026 | May 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 1,569,113 | 131,005 | 19.44% | 19.64% | 93 | +1,317,323 | 523.18% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 267,583 | 130,543 | 0.62% | 0.62% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 284,069 | 124,078 | 1.58% | 1.74% | 95 | +40,837 | 16.79% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 253,945 | 123,889 | 0.04% | 0.08% | 96 | -282,253 | -52.64% | Q1 2026 | May 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 272,288 | 118,932 | 11.95% | 12.81% | 97 | +10,138 | 3.87% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 272,219 | 118,102 | 0.17% | 0.23% | 98 | -35,788 | -11.62% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 267,987 | 117,054 | 3.44% | 3.59% | 99 | +10,760 | 4.18% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | Added to | 265,953 | 116,165 | 3.86% | 3.24% | 100 | +62,062 | 30.44% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Added to | 264,722 | 115,628 | 9.11% | 9.3% | 101 | +26,346 | 11.05% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 262,953 | 114,855 | 0.01% | 0.02% | 102 | -41,802 | -13.72% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 259,256 | 113,240 | 10.81% | 12.37% | 103 | -3,391 | -1.29% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 255,100 | 111,425 | 0.02% | 0.01% | 104 | +50,900 | 24.93% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 250,430 | 109,385 | 0.31% | 0.33% | 105 | +534 | 0.21% | Q1 2026 | May 08, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 248,021 | 108,333 | 15.03% | 16.36% | 106 | +7,811 | 3.25% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 247,541 | 108,122 | 3.05% | 3.56% | 107 | -3,274 | -1.31% | Q1 2026 | May 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 246,527 | 107,680 | 10.83% | 11.99% | 108 | +3,201 | 1.32% | Q1 2026 | Apr 30, 2026 |
| 71 West Capital Partners | History | Added to | 241,167 | 105,339 | 4.63% | 5.13% | 109 | +12,640 | 5.53% | Q1 2026 | May 06, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 237,008 | 103,521 | 8.7% | 9.17% | 110 | +12,991 | 5.8% | Q1 2026 | Apr 20, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 236,120 | 103,134 | 0.83% | 0.88% | 111 | +7,704 | 3.37% | Q1 2026 | Apr 24, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 235,184 | 102,726 | 17.49% | 19.07% | 112 | +6,322 | 2.76% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 234,307 | 102,343 | 0.52% | 0.61% | 113 | +6,965 | 3.06% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 230,880 | 100,846 | 1.58% | 1.49% | 114 | +54,639 | 31.0% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 229,974 | 100,450 | 1.98% | 2.3% | 115 | -10,325 | -4.3% | Q1 2026 | Apr 17, 2026 |
| Trust Co of Tennessee | History | Reduced | 228,436 | 99,774 | 18.58% | 22.85% | 116 | -7,287 | -3.09% | Q1 2026 | Apr 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 224,007 | 97,843 | 1.4% | 0.74% | 117 | +132,523 | 144.86% | Q1 2026 | May 11, 2026 |
| HCR Wealth Advisors | History | Added to | 221,595 | 96,790 | 10.04% | 10.5% | 118 | +4,360 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Clark Asset Management, LLC | History | Added to | 221,095 | 96,572 | 9.07% | 10.06% | 119 | +22,430 | 11.29% | Q1 2026 | Apr 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 220,969 | 96,538 | 0.74% | 0.79% | 120 | +7,186 | 3.36% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 240,589 | 95,923 | 2.38% | 2.54% | 121 | +9,563 | 4.14% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 219,072 | 95,688 | 1.12% | 1.08% | 122 | +30,220 | 16.0% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 192,097 | 93,716 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 205,794 | 90,967 | 11.25% | 12.08% | 124 | +9,677 | 4.93% | Q1 2026 | Apr 07, 2026 |
| Crane Advisory, LLC | History | Added to | 183,782 | 89,410 | 13.38% | 13.04% | 125 | +8,696 | 4.97% | Q1 2026 | Apr 20, 2026 |
| One Day In July LLC | History | Added to | 203,849 | 89,039 | 7.13% | 7.63% | 126 | +13,365 | 7.02% | Q1 2026 | May 05, 2026 |
| CSM Advisors, LLC | History | Added to | 202,179 | 88,310 | 2.17% | 2.67% | 127 | +682 | 0.34% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 191,754 | 88,114 | 11.15% | 12.33% | 128 | +3,325 | 1.76% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 199,494 | 87,137 | 0.35% | 0.39% | 129 | +3,220 | 1.64% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 197,755 | 86,377 | 0.37% | 0.39% | 130 | +8,843 | 4.68% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 197,160 | 86,117 | 0.42% | 0.25% | 131 | +108,031 | 121.21% | Q1 2026 | May 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 191,279 | 83,548 | 8.4% | 9.35% | 132 | -2,938 | -1.51% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 190,354 | 83,144 | 1.93% | 2.26% | 133 | -711 | -0.37% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 190,237 | 83,093 | 0.59% | 0.67% | 134 | +9,872 | 5.47% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 189,350 | 82,706 | 4.63% | 1.02% | 135 | +153,109 | 422.47% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 188,629 | 82,391 | 0.92% | 0.86% | 136 | +33,359 | 21.48% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 187,820 | 82,037 | 0.1% | 0.17% | 137 | -104,642 | -35.78% | Q1 2026 | May 14, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 179,953 | 78,601 | 10.87% | 11.92% | 138 | +229 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 174,329 | 76,146 | 0.23% | 0.26% | 139 | -7,605 | -4.18% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 173,915 | 75,964 | 0.3% | — | 140 | +173,915 | New | Q1 2026 | May 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 173,070 | 75,595 | 0.55% | 0.58% | 141 | +1,109 | 0.64% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 172,205 | 75,217 | 1.05% | 1.1% | 142 | +3,182 | 1.88% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 904,369 | 75,080 | 1.68% | 1.77% | 143 | +755,720 | 508.39% | Q1 2026 | May 04, 2026 |
| Howard Capital Management Inc. | History | Reduced | 171,638 | 74,969 | 1.23% | 1.87% | 144 | -124,809 | -42.1% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 169,980 | 74,245 | 0.92% | 1.01% | 145 | +3,184 | 1.91% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 169,698 | 74,122 | 0.01% | 0.01% | 146 | -7,432 | -4.2% | Q1 2026 | May 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 166,095 | 72,548 | 9.03% | 8.47% | 147 | +24,375 | 17.2% | Q1 2026 | Apr 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 165,939 | 72,480 | 7.85% | 8.96% | 148 | -289,322 | -63.55% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 164,906 | 72,029 | 0.03% | 0.03% | 149 | +29,495 | 21.78% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 163,962 | 71,616 | 5.31% | 7.35% | 150 | +1,687 | 1.04% | Q1 2026 | May 19, 2026 |
| SIGNATUREFD, LLC | History | Added to | 163,198 | 71,283 | 1.09% | 1.16% | 151 | +7,717 | 4.96% | Q1 2026 | Apr 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 160,851 | 70,258 | 12.39% | 12.78% | 152 | +17,450 | 12.17% | Q1 2026 | Apr 17, 2026 |
| Blue Edge Capital, LLC | History | No change | 143,736 | 70,123 | 9.38% | 9.38% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 159,565 | 69,696 | 1.95% | 2.11% | 154 | +2,605 | 1.66% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 158,434 | 69,202 | 0.74% | 0.07% | 155 | +152,813 | 2718.61% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 155,688 | 68,003 | 2.26% | 2.56% | 156 | -5,033 | -3.13% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 154,218 | 67,361 | 0.27% | 0.3% | 157 | -5,618 | -3.51% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 154,217 | 67,360 | 0.01% | 0.01% | 158 | +74,558 | 93.6% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 153,900 | 67,222 | 0.37% | 0.34% | 159 | -44,079 | -22.26% | Q1 2026 | Apr 29, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 153,061 | 66,855 | 16.08% | 21.41% | 160 | -14,586 | -8.7% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 135,476 | 66,093 | 0.26% | 0.26% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 149,896 | 65,475 | 4.52% | 5.26% | 162 | +25,315 | 20.32% | Q1 2026 | May 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 148,047 | 64,665 | 0.72% | 0.05% | 163 | +140,941 | 1983.41% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 146,378 | 63,936 | 0.11% | 0.11% | 164 | +36,089 | 32.72% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 145,267 | 63,451 | 0.79% | 0.85% | 165 | +5,686 | 4.07% | Q1 2026 | Apr 28, 2026 |
| Hirtle & Co., LLC | History | Reduced | 145,181 | 63,413 | 2.17% | 2.55% | 166 | -8,374 | -5.45% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 142,386 | 62,192 | 0.19% | 0.16% | 167 | +49,936 | 54.01% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Added to | 141,282 | 61,710 | 0.94% | 1.05% | 168 | +1,080 | 0.77% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Added to | 140,862 | 61,526 | 0.33% | 0.35% | 169 | +4,880 | 3.59% | Q1 2026 | Apr 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 140,546 | 61,525 | 14.86% | 16.54% | 170 | -232 | -0.16% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 844,309 | 61,464 | 0.09% | 0.23% | 171 | +66,518 | 8.55% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 139,625 | 60,987 | 5.1% | 5.47% | 172 | +1,197 | 0.86% | Q1 2026 | May 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 139,571 | 60,963 | 3.97% | 4.65% | 173 | -4,596 | -3.19% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Added to | 139,449 | 60,909 | 0.21% | 0.18% | 174 | +26,318 | 23.26% | Q1 2026 | May 12, 2026 |
| American Trust | History | Added to | 138,889 | 60,665 | 5.36% | 4.46% | 175 | +30,032 | 27.59% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 138,062 | 60,304 | 0.02% | 0.02% | 176 | +4,212 | 3.15% | Q1 2026 | May 13, 2026 |
| Brickley Wealth Management | History | Reduced | 137,847 | 60,210 | 10.33% | 11.61% | 177 | -3,351 | -2.37% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | Reduced | 137,402 | 60,015 | 4.87% | 5.15% | 178 | -764 | -0.55% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 137,288 | 59,966 | 0.15% | 0.18% | 179 | -20,540 | -13.01% | Q1 2026 | Apr 22, 2026 |
| Destination Wealth Management | History | Reduced | 136,915 | 59,803 | 1.55% | 1.8% | 180 | -4,189 | -2.97% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 136,910 | 59,800 | 8.39% | 9.13% | 181 | +1,731 | 1.28% | Q1 2026 | Apr 13, 2026 |
| Partners in Financial Planning | History | Added to | 136,346 | 59,554 | 9.88% | 11.07% | 182 | +2,328 | 1.74% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 136,214 | 59,496 | 5.58% | 6.05% | 183 | +3,923 | 2.97% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 135,596 | 59,226 | 3.6% | 4.21% | 184 | -3,466,011 | -96.24% | Q1 2026 | May 12, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 133,954 | 58,509 | 5.64% | 6.48% | 185 | -8,831 | -6.18% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 119,316 | 58,209 | 1.14% | 1.14% | 186 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gleason Group, Inc. | History | Reduced | 133,001 | 58,093 | 5.75% | 6.46% | 187 | -2,136 | -1.58% | Q1 2026 | May 04, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 131,790 | 57,564 | 20.68% | 22.17% | 188 | +6,397 | 5.1% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 131,782 | 57,561 | 1.19% | 1.39% | 189 | +4,661 | 3.67% | Q1 2026 | Apr 13, 2026 |
| Systematic Alpha Investments, LLC | History | Added to | 784,030 | 57,076 | 2.01% | 1.99% | 190 | +653,358 | 500.0% | Q1 2026 | May 18, 2026 |
| MAI Capital Management | History | Added to | 130,563 | 57,028 | 0.32% | 0.32% | 191 | +15,791 | 13.76% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 127,406 | 55,649 | 0.61% | 0.69% | 192 | +4,100 | 3.33% | Q1 2026 | Apr 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 125,817 | 54,955 | 3.53% | 4.31% | 193 | -14,193 | -10.14% | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 125,802 | 54,949 | 2.3% | 2.61% | 194 | +2,526 | 2.05% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 124,725 | 54,478 | 3.1% | 3.27% | 195 | +12,589 | 11.23% | Q1 2026 | Apr 09, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 110,018 | 53,673 | 7.68% | 7.68% | 196 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Principle Wealth Partners LLC | History | Added to | 122,819 | 53,646 | 3.07% | 3.36% | 197 | +379 | 0.31% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 122,023 | 53,298 | 2.46% | 2.46% | 198 | +23,485 | 23.83% | Q1 2026 | Apr 24, 2026 |
| SP Asset Management LLC | History | Added to | 121,832 | 53,214 | 4.69% | 4.47% | 199 | +5,988 | 5.17% | Q1 2026 | May 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 107,438 | 53,065 | 3.65% | 3.77% | 200 | +1,702 | 1.61% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 121,335 | 52,995 | 0.82% | 0.76% | 201 | +44,085 | 57.07% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 119,819 | 52,335 | 10.1% | 11.82% | 202 | +1,414 | 1.19% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 118,921 | 51,943 | 1.44% | 1.39% | 203 | +103 | 0.09% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 118,769 | 51,854 | 0.1% | 0.12% | 204 | -18,832 | -13.69% | Q1 2026 | May 01, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 117,062 | 51,131 | 18.03% | 19.08% | 205 | +3,730 | 3.29% | Q1 2026 | May 11, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 114,960 | 50,213 | 28.92% | 31.16% | 206 | +2,772 | 2.47% | Q1 2026 | Apr 29, 2026 |
| Permanens Capital L.P. | History | Reduced | 114,815 | 50,150 | 6.46% | 10.28% | 207 | -46,732 | -28.93% | Q1 2026 | May 15, 2026 |
| TL Private Wealth | History | Reduced | 106,214 | 48,978 | 19.33% | 20.54% | 208 | -2,468 | -2.27% | Q1 2026 | Apr 13, 2026 |
| One Capital Management, LLC | History | Added to | 111,641 | 48,763 | 1.34% | 0.65% | 209 | +67,233 | 151.4% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 111,378 | 48,648 | 1.51% | 1.56% | 210 | +10,383 | 10.28% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 98,543 | 48,075 | 0.85% | 0.85% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 108,645 | 47,455 | 0.59% | 0.72% | 212 | -3,322 | -2.97% | Q1 2026 | May 11, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 108,120 | 47,225 | 10.84% | 12.27% | 213 | +2,363 | 2.23% | Q1 2026 | Apr 20, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 106,630 | 46,574 | 18.93% | 20.6% | 214 | -1,040 | -0.97% | Q1 2026 | May 15, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 106,068 | 46,329 | 27.97% | 30.43% | 215 | -935 | -0.87% | Q1 2026 | Apr 28, 2026 |
| Rise Advisors, LLC | History | Added to | 104,728 | 46,243 | 16.3% | 17.64% | 216 | +3,340 | 3.29% | Q1 2026 | Apr 03, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 104,357 | 45,582 | 6.73% | 6.56% | 217 | +6,348 | 6.48% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 104,014 | 45,432 | 0.82% | 0.85% | 218 | +6,823 | 7.02% | Q1 2026 | Apr 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 102,325 | 44,694 | 0.1% | 0.11% | 219 | -2,848 | -2.71% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 101,872 | 44,496 | 10.25% | 11.31% | 220 | +2,217 | 2.22% | Q1 2026 | Apr 09, 2026 |
| Dodds Wealth, LLC | History | Reduced | 101,331 | 44,260 | 10.86% | 12.3% | 221 | -1,450 | -1.41% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 100,273 | 43,798 | 1.83% | 2.05% | 222 | +6,170 | 6.56% | Q1 2026 | Apr 30, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 99,364 | 43,401 | 11.9% | 13.54% | 223 | -403 | -0.4% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 99,314 | 43,379 | 0.23% | 0.25% | 224 | +8,391 | 9.23% | Q1 2026 | May 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 98,966 | 43,227 | 11.98% | 11.96% | 225 | -4,029 | -3.91% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 498,438 | 43,144 | 1.15% | 0.96% | 226 | +451,995 | 973.23% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 98,383 | 42,988 | 0.7% | 0.69% | 227 | +29,852 | 43.56% | Q1 2026 | Apr 21, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 97,846 | 42,737 | 7.68% | 8.4% | 228 | +2,511 | 2.63% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Added to | 97,746 | 42,694 | 3.56% | 4.01% | 229 | +3,667 | 3.9% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Reduced | 97,643 | 42,649 | 2.08% | 2.79% | 230 | -20,093 | -17.07% | Q1 2026 | May 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 96,782 | 42,273 | 4.12% | 4.63% | 231 | -310 | -0.32% | Q1 2026 | Apr 29, 2026 |
| GenWealth Group, Inc. | History | Added to | 96,720 | 42,246 | 7.23% | 7.62% | 232 | +5,519 | 6.05% | Q1 2026 | May 11, 2026 |
| Certified Advisory Corp | History | Added to | 96,062 | 41,954 | 3.76% | 4.14% | 233 | +2,849 | 3.06% | Q1 2026 | Apr 17, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 95,902 | 41,888 | 18.8% | 20.23% | 234 | -879 | -0.91% | Q1 2026 | May 13, 2026 |
| Jacobsen Capital Management | History | Reduced | 95,811 | 41,849 | 14.13% | 16.12% | 235 | -5,358 | -5.3% | Q1 2026 | Apr 24, 2026 |
| First Pacific Financial | History | Reduced | 94,439 | 41,250 | 5.31% | 6.08% | 236 | -955 | -1.0% | Q1 2026 | Apr 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 93,384 | 40,789 | 4.37% | 4.49% | 237 | +2,602 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Wolff Financial Management LLC | History | Added to | 93,054 | 40,644 | 8.98% | 10.03% | 238 | +1,598 | 1.75% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 92,133 | 40,242 | 2.34% | 2.57% | 239 | +2,802 | 3.14% | Q1 2026 | Apr 29, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 91,809 | 40,101 | 18.14% | 19.65% | 240 | +4,344 | 4.97% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 91,230 | 39,848 | 0.18% | 0.13% | 241 | -135 | -0.15% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 91,185 | 39,828 | 0.8% | 0.88% | 242 | +2,515 | 2.84% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 90,462 | 39,512 | 4.32% | 4.99% | 243 | +1,152 | 1.29% | Q1 2026 | May 11, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 90,337 | 39,458 | 11.1% | 11.64% | 244 | +4,142 | 4.81% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 89,444 | 39,068 | 0.06% | 0.07% | 245 | -13,086 | -12.76% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 89,359 | 39,031 | 0.62% | 0.71% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 84,373 | 38,906 | 7.89% | 8.98% | 247 | +1,314 | 1.58% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Added to | 88,110 | 38,485 | 1.18% | 1.09% | 248 | +12,002 | 15.77% | Q1 2026 | May 14, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 87,849 | 38,371 | 13.16% | 16.64% | 249 | -15,132 | -14.69% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Added to | 87,022 | 38,010 | 2.19% | 2.33% | 250 | +1,271 | 1.48% | Q1 2026 | May 04, 2026 |
| Newton One Investments LLC | History | Added to | 86,461 | 37,765 | 10.25% | 12.33% | 251 | +759 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 84,593 | 36,949 | 0.34% | 0.17% | 252 | +56,799 | 204.36% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 74,750 | 36,920 | 0.55% | 0.4% | 253 | +33,747 | 82.3% | Q1 2026 | Apr 20, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 83,913 | 36,652 | 9.92% | 9.7% | 254 | +22,319 | 36.24% | Q1 2026 | Apr 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 82,765 | 36,150 | 0.01% | 0.01% | 255 | -41,891 | -33.61% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 82,427 | 36,003 | 1.19% | 1.26% | 256 | +4,263 | 5.45% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 82,239 | 35,921 | 2.32% | 2.57% | 257 | +1,581 | 1.96% | Q1 2026 | Apr 15, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 81,052 | 35,402 | 1.42% | 1.61% | 258 | -1,422 | -1.72% | Q1 2026 | Apr 28, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 80,963 | 35,356 | 4.5% | 4.72% | 259 | +1,858 | 2.35% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 80,808 | 35,296 | 0.23% | 0.24% | 260 | +4,181 | 5.46% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 79,840 | 34,873 | 0.46% | 0.51% | 261 | +6,122 | 8.3% | Q1 2026 | May 15, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 79,537 | 34,741 | 12.57% | 13.69% | 262 | +4,102 | 5.44% | Q1 2026 | Apr 27, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 79,462 | 34,708 | 2.99% | 3.07% | 263 | +6,281 | 8.58% | Q1 2026 | Apr 07, 2026 |
| American Investment Services, Inc. | History | Added to | 79,321 | 34,646 | 7.73% | 8.97% | 264 | +116 | 0.15% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 79,085 | 34,543 | 0.17% | 0.16% | 265 | +18,453 | 30.43% | Q1 2026 | May 11, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 77,560 | 33,877 | 6.41% | 7.04% | 266 | +1,488 | 1.96% | Q1 2026 | Apr 09, 2026 |
| TD Capital Management LLC | History | Reduced | 76,716 | 33,508 | 3.01% | 3.34% | 267 | -363 | -0.47% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 76,644 | 33,477 | 0.48% | 0.59% | 268 | +807 | 1.06% | Q1 2026 | Apr 10, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 76,443 | 33,389 | 9.44% | 9.64% | 269 | +6,402 | 9.14% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 76,333 | 33,341 | 1.05% | 1.13% | 270 | +5,382 | 7.59% | Q1 2026 | May 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 75,391 | 32,929 | 11.6% | 13.43% | 271 | -364 | -0.48% | Q1 2026 | Apr 08, 2026 |
| Marble Wealth, LLC | History | Reduced | 74,728 | 32,640 | 5.71% | 5.31% | 272 | -3,595 | -4.59% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 74,592 | 32,580 | 1.47% | 6.27% | 273 | -214,842 | -74.23% | Q1 2026 | Apr 21, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 74,409 | 32,500 | 5.95% | 6.56% | 274 | +889 | 1.21% | Q1 2026 | May 06, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 72,804 | 31,800 | 4.61% | 3.55% | 275 | +25,600 | 54.23% | Q1 2026 | May 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 72,580 | 31,702 | 8.38% | 9.24% | 276 | +330 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 72,519 | 31,675 | 0.98% | 1.19% | 277 | -1,517 | -2.05% | Q1 2026 | May 04, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 72,466 | 31,652 | 20.08% | 22.49% | 278 | -9,095 | -11.15% | Q1 2026 | Apr 21, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 72,409 | 31,627 | 9.49% | 10.45% | 279 | +2,784 | 4.0% | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 72,181 | 31,527 | 0.43% | 0.49% | 280 | +2,727 | 3.93% | Q1 2026 | May 12, 2026 |
| Evolution Advisers, Inc. | History | Added to | 71,719 | 31,325 | 13.2% | 15.0% | 281 | +702 | 0.99% | Q1 2026 | May 01, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 71,341 | 31,161 | 4.93% | 5.03% | 282 | +11,152 | 18.53% | Q1 2026 | Apr 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 71,245 | 31,142 | 0.5% | 0.59% | 283 | -2,990 | -4.03% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 70,982 | 31,004 | 3.83% | 3.92% | 284 | +3,985 | 5.95% | Q1 2026 | May 04, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 70,194 | 30,660 | 3.79% | 2.65% | 285 | +27,797 | 65.56% | Q1 2026 | Apr 23, 2026 |
| GoalVest Advisory LLC | History | Reduced | 69,973 | 30,563 | 5.97% | 7.89% | 286 | -14,412 | -17.08% | Q1 2026 | Apr 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 69,538 | 30,373 | 5.36% | 6.08% | 287 | -10,869 | -13.52% | Q1 2026 | May 11, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 69,198 | 30,224 | 4.21% | 5.08% | 288 | -4,540 | -6.16% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 68,348 | 29,853 | 0.24% | 0.34% | 289 | +9,850 | 16.84% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 68,077 | 29,735 | 12.81% | 14.78% | 290 | +610 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 67,870 | 29,644 | 3.23% | 4.73% | 291 | -24,100 | -26.2% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Added to | 67,777 | 29,604 | 4.29% | 4.57% | 292 | +2,277 | 3.48% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 67,546 | 29,503 | 0.61% | 0.67% | 293 | +3,496 | 5.46% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 67,226 | 29,364 | 0.53% | 0.63% | 294 | +109 | 0.16% | Q1 2026 | May 11, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 66,671 | 29,121 | 6.44% | 7.23% | 295 | -1,864 | -2.72% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 65,882 | 29,090 | 0.27% | 0.31% | 296 | +7,529 | 12.9% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 66,532 | 29,061 | 1.06% | 1.18% | 297 | -238 | -0.36% | Q1 2026 | Apr 28, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 66,419 | 29,011 | 5.03% | 5.5% | 298 | +1,736 | 2.68% | Q1 2026 | May 12, 2026 |
| Marmo Financial Group, LLC | History | Added to | 66,196 | 28,914 | 14.32% | 15.24% | 299 | +203 | 0.31% | Q1 2026 | Apr 23, 2026 |
| DeDora Capital, Inc. | History | Reduced | 65,934 | 28,799 | 7.06% | 7.71% | 300 | -872 | -1.31% | Q1 2026 | Apr 27, 2026 |