VANGUARD BOND INDEX FUNDS - VUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 25,175,463 | 1,252,227 | 0.08% | 0.08% | 1 | +97,596 | 0.39% | Q1 2026 | May 13, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | New | 8,806,000 | 438,406 | 15.34% | — | 2 | +8,806,000 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,613,292 | 179,887 | 0.03% | 0.03% | 3 | +765,835 | 26.9% | Q1 2026 | May 11, 2026 |
| Bramshill Investments, LLC | History | Reduced | 3,101,884 | 154,427 | 13.3% | 8.9% | 4 | -58,086 | -1.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,990,293 | 148,871 | 0.01% | 0.01% | 5 | -269,857 | -8.28% | Q1 2026 | May 15, 2026 |
| Kensington Asset Management, LLC | History | Added to | 2,853,597 | 142,066 | 7.73% | 2.85% | 6 | +1,748,029 | 158.11% | Q1 2026 | May 21, 2026 |
| LPL Financial LLC | History | Added to | 2,526,786 | 125,796 | 0.03% | 0.03% | 7 | +515,238 | 25.61% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 2,008,209 | 99,978 | 1.14% | 1.1% | 8 | +63,160 | 3.25% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,759,740 | 87,608 | 0.09% | 0.09% | 9 | +141,018 | 8.71% | Q1 2026 | May 05, 2026 |
| Avion Wealth | History | Added to | 1,431,950 | 71,289 | 14.73% | 13.7% | 10 | +121,797 | 9.3% | Q1 2026 | May 01, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,424,204 | 70,903 | 2.68% | 2.69% | 11 | +5,670 | 0.4% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | Added to | 1,123,799 | 55,948 | 14.19% | 12.77% | 12 | +121,962 | 12.17% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 893,268 | 44,348 | 0.07% | 0.0% | 13 | +892,730 | 165934.94% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | New | 881,609 | 43,790 | 0.4% | — | 14 | +881,609 | New | Q1 2026 | May 06, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 872,856 | 43,455 | 3.37% | 2.2% | 15 | +294,373 | 50.89% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 833,617 | 41,501 | 0.01% | 0.01% | 16 | +138,315 | 19.89% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 696,300 | 34,666 | 0.01% | 0.0% | 17 | +251,914 | 56.69% | Q1 2026 | May 15, 2026 |
| Red Wave Investments LLC | History | Added to | 660,081 | 32,862 | 9.82% | 9.69% | 18 | +6,343 | 0.97% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 646,922 | 32,207 | 0.04% | 0.04% | 19 | +119,588 | 22.68% | Q1 2026 | Apr 27, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 580,847 | 28,917 | 0.46% | — | 20 | +580,847 | New | Q1 2026 | Apr 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 548,519 | 27,308 | 12.28% | 10.74% | 21 | +40,232 | 7.92% | Q1 2026 | Apr 28, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 527,010 | 26,237 | 6.72% | 6.79% | 22 | +10,095 | 1.95% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 521,180 | 25,946 | 0.19% | 0.17% | 23 | +112,050 | 27.39% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 494,490 | 24,618 | 4.69% | 4.92% | 24 | +11,608 | 2.4% | Q1 2026 | Apr 20, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 491,571 | 24,472 | 3.97% | 3.97% | 25 | +11,047 | 2.3% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 481,143 | 23,953 | 0.07% | 0.06% | 26 | +451 | 0.09% | Q1 2026 | May 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 466,556 | 23,227 | 7.38% | 7.52% | 27 | +14,161 | 3.13% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Added to | 463,552 | 23,077 | 0.31% | 0.06% | 28 | +380,544 | 458.44% | Q1 2026 | May 15, 2026 |
| Global Wealth Management, LLC | History | Added to | 440,250 | 21,917 | 11.95% | 10.17% | 29 | +61,180 | 16.14% | Q1 2026 | Apr 16, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 435,003 | 21,656 | 1.08% | 1.0% | 30 | +26,285 | 6.43% | Q1 2026 | May 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 416,126 | 20,716 | 1.56% | 1.43% | 31 | +59,103 | 16.55% | Q1 2026 | Apr 30, 2026 |
| Clarius Group, LLC | History | No change | 413,417 | 20,604 | 1.18% | 1.18% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NKCFO LLC | History | Added to | 403,600 | 20,093 | 5.96% | 5.32% | 33 | +34,350 | 9.3% | Q1 2026 | May 11, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 389,904 | 19,411 | 7.65% | 7.39% | 34 | -17,805 | -4.37% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 378,989 | 18,836 | 1.27% | 0.44% | 35 | +256,234 | 208.74% | Q1 2026 | May 12, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 369,912 | 18,416 | 3.9% | 3.86% | 36 | +7,948 | 2.2% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 365,235 | 18,184 | 0.03% | 0.02% | 37 | +78,246 | 27.26% | Q1 2026 | May 15, 2026 |
| David Kennon Inc | History | Reduced | 360,196 | 17,932 | 6.43% | 6.95% | 38 | -32,090 | -8.18% | Q1 2026 | Apr 28, 2026 |
| Capital Advantage, Inc. | History | New | 347,908 | 17,320 | 2.26% | — | 39 | +347,908 | New | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 346,011 | 17,226 | 0.02% | 0.01% | 40 | +43,363 | 14.33% | Q1 2026 | May 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 340,381 | 16,945 | 4.65% | 4.94% | 41 | -4,266 | -1.24% | Q1 2026 | May 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 339,054 | 16,879 | 0.18% | 0.23% | 42 | -3,488 | -1.02% | Q1 2026 | May 15, 2026 |
| Calder Financial LLC | History | Reduced | 330,287 | 16,385 | 16.27% | 16.19% | 43 | -580 | -0.18% | Q1 2026 | Apr 07, 2026 |
| TruWealth Advisors, LLC | History | Added to | 326,580 | 16,258 | 0.78% | 0.69% | 44 | +44,019 | 15.58% | Q1 2026 | Apr 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 319,608 | 15,911 | 0.0% | — | 45 | +319,608 | New | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 312,143 | 15,540 | 0.36% | 0.15% | 46 | +187,745 | 150.92% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 309,795 | 15,423 | 9.13% | 8.2% | 47 | +229,986 | 288.17% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 305,294 | 15,199 | 0.08% | 0.05% | 48 | +119,572 | 64.38% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 305,236 | 15,196 | 2.02% | 1.64% | 49 | +94,780 | 45.04% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 301,213 | 14,995 | 0.02% | 0.01% | 50 | +84,320 | 38.88% | Q1 2026 | May 13, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 295,906 | 14,731 | 6.47% | 4.99% | 51 | +57,641 | 24.19% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 276,542 | 13,767 | 0.02% | 0.01% | 52 | +143,542 | 107.93% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 272,834 | 13,583 | 0.13% | 0.14% | 53 | -10,776 | -3.8% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 271,655 | 13,524 | 0.05% | 0.05% | 54 | +9,264 | 3.53% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 264,935 | 13,191 | 0.29% | 0.16% | 55 | +137,406 | 107.74% | Q1 2026 | May 04, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 263,552 | 13,120 | 2.98% | 2.76% | 56 | +17,634 | 7.17% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 260,296 | 12,958 | 0.21% | 0.14% | 57 | +123,470 | 90.24% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 257,480 | 12,818 | 0.0% | — | 58 | +257,480 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 256,491 | 12,769 | 0.02% | 0.03% | 59 | -22,242 | -7.98% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 247,177 | 12,305 | 0.01% | 0.02% | 60 | -20,335 | -7.6% | Q1 2026 | May 14, 2026 |
| CFO4Life Group, LLC | History | Reduced | 244,431 | 12,169 | 1.86% | 2.1% | 61 | -51,671 | -17.45% | Q1 2026 | May 11, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 237,944 | 11,845 | 10.9% | 10.03% | 62 | +17,485 | 7.93% | Q1 2026 | May 06, 2026 |
| Colony Family Offices, LLC | History | Reduced | 236,582 | 11,778 | 2.9% | 3.11% | 63 | -13,110 | -5.25% | Q1 2026 | Apr 21, 2026 |
| CWC Advisors, LLC. | History | Added to | 234,837 | 11,691 | 5.56% | 2.4% | 64 | +135,176 | 135.64% | Q1 2026 | Apr 16, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 221,038 | 11,004 | 3.27% | 2.19% | 65 | +64,700 | 41.38% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 210,161 | 10,462 | 5.68% | 3.74% | 66 | +68,546 | 48.4% | Q1 2026 | Apr 23, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 199,806 | 9,947 | 6.79% | 7.08% | 67 | -3,910 | -1.92% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 196,931 | 9,775 | 0.02% | 0.02% | 68 | -88,550 | -31.02% | Q1 2026 | Apr 08, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 193,730 | 9,644 | 2.74% | 1.89% | 69 | +70,548 | 57.27% | Q1 2026 | Apr 27, 2026 |
| Schulz Wealth, LTD. | History | No change | 177,475 | 8,845 | 5.67% | 5.67% | 70 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 177,582 | 8,840 | 4.7% | 4.1% | 71 | +30,368 | 20.63% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 174,017 | 8,663 | 0.02% | 0.02% | 72 | +4,144 | 2.44% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 172,722 | 8,598 | 0.02% | 0.02% | 73 | -1,924 | -1.1% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Added to | 164,962 | 8,212 | 1.83% | 1.71% | 74 | +7,603 | 4.83% | Q1 2026 | Apr 27, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 163,530 | 8,141 | 1.18% | 0.42% | 75 | +108,238 | 195.76% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Reduced | 163,434 | 8,136 | 0.74% | 0.9% | 76 | -24,783 | -13.17% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 162,850 | 8,107 | 0.0% | 0.0% | 77 | -26,561 | -14.02% | Q1 2026 | May 04, 2026 |
| Crews Bank & Trust | History | Added to | 157,446 | 7,838 | 1.14% | 0.95% | 78 | +24,145 | 18.11% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Reduced | 155,608 | 7,750 | 0.12% | 0.16% | 79 | -3,665 | -2.3% | Q1 2026 | Apr 20, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 147,250 | 7,330 | 0.09% | 0.08% | 80 | +7,850 | 5.63% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 147,088 | 7,322 | 0.04% | 0.04% | 81 | +4,514 | 3.17% | Q1 2026 | May 08, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 142,021 | 7,070 | 3.5% | — | 82 | +142,021 | New | Q1 2026 | Apr 16, 2026 |
| Signature Wealth Management Group | History | Reduced | 141,911 | 7,065 | 2.68% | 2.92% | 83 | -1,945 | -1.35% | Q1 2026 | Apr 01, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 133,611 | 6,651 | 4.28% | 4.59% | 84 | +3,832 | 2.95% | Q1 2026 | Apr 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 131,410 | 6,530 | 0.37% | 0.32% | 85 | +22,925 | 21.13% | Q1 2026 | Apr 17, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 130,455 | 6,494 | 4.84% | 3.24% | 86 | +48,327 | 58.84% | Q1 2026 | Apr 10, 2026 |
| Beaumont Asset Management, L.L.C. | History | New | 128,881 | 6,416 | 2.89% | — | 87 | +128,881 | New | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 119,537 | 5,951 | 0.01% | 0.01% | 88 | +4,198 | 3.64% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 119,216 | 5,935 | 0.15% | — | 89 | +119,216 | New | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 118,370 | 5,893 | 0.32% | 0.21% | 90 | +38,774 | 48.71% | Q1 2026 | Apr 08, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 117,622 | 5,855 | 1.75% | 1.71% | 91 | +5,845 | 5.23% | Q1 2026 | Apr 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 117,388 | 5,844 | 0.4% | 0.31% | 92 | +18,572 | 18.79% | Q1 2026 | May 21, 2026 |
| NICOLET BANKSHARES INC | History | New | 116,901 | 5,819 | 0.21% | — | 93 | +116,901 | New | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 113,737 | 5,662 | 0.42% | — | 94 | +113,737 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 112,231 | 5,587 | 0.15% | 0.18% | 95 | -14,755 | -11.62% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 108,095 | 5,381 | 0.54% | 0.47% | 96 | +15,189 | 16.35% | Q1 2026 | Apr 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 107,413 | 5,353 | 0.59% | 0.59% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 104,030 | 5,179 | 1.62% | 1.5% | 98 | +6,163 | 6.3% | Q1 2026 | May 19, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 103,520 | 5,153 | 1.73% | 1.34% | 99 | +1,620 | 1.59% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 102,736 | 5,114 | 0.15% | 0.14% | 100 | +497 | 0.49% | Q1 2026 | Apr 29, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 100,786 | 5,017 | 1.98% | 2.1% | 101 | -67,496 | -40.11% | Q1 2026 | May 06, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 100,000 | 4,984 | 0.43% | 0.43% | 102 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 96,199 | 4,789 | 0.03% | 0.03% | 103 | +7,503 | 8.46% | Q1 2026 | May 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 95,237 | 4,741 | 1.85% | 1.68% | 104 | +8,407 | 9.68% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 94,960 | 4,727 | 0.06% | 0.06% | 105 | -6,426 | -6.34% | Q1 2026 | May 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 93,497 | 4,654 | 0.87% | 1.09% | 106 | -22,251 | -19.22% | Q1 2026 | Apr 28, 2026 |
| Convergence Financial, LLC | History | Added to | 92,682 | 4,614 | 0.49% | 0.03% | 107 | +88,324 | 2026.71% | Q1 2026 | May 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | New | 92,021 | 4,581 | 1.61% | — | 108 | +92,021 | New | Q1 2026 | Apr 08, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 91,880 | 4,574 | 0.48% | 0.37% | 109 | +12,405 | 15.61% | Q1 2026 | Apr 27, 2026 |
| Hikari Power Ltd | History | New | 90,620 | 4,512 | 0.39% | — | 110 | +90,620 | New | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Added to | 88,684 | 4,415 | 0.0% | 0.0% | 111 | +78,494 | 770.3% | Q1 2026 | May 05, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 88,426 | 4,402 | 0.32% | 0.26% | 112 | +23,490 | 36.17% | Q1 2026 | Apr 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 87,741 | 4,368 | 0.27% | 0.2% | 113 | +23,426 | 36.42% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 86,008 | 4,281 | 3.43% | 1.19% | 114 | +57,970 | 206.76% | Q1 2026 | May 01, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 85,914 | 4,277 | 1.22% | 1.24% | 115 | -11 | -0.01% | Q1 2026 | Apr 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 85,623 | 4,262 | 2.44% | 2.13% | 116 | +10,120 | 13.4% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 85,605 | 4,261 | 0.12% | 0.13% | 117 | -3,106 | -3.5% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 85,402 | 4,251 | 0.01% | 0.01% | 118 | +21,771 | 34.21% | Q1 2026 | May 14, 2026 |
| Enclave Advisors LLC | History | Reduced | 82,572 | 4,110 | 0.56% | 0.62% | 119 | -4,977 | -5.68% | Q1 2026 | Apr 13, 2026 |
| Walker Financial Services, Inc. | History | Added to | 82,150 | 4,089 | 1.4% | 1.46% | 120 | +1,028 | 1.27% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 82,079 | 4,086 | 0.15% | 0.15% | 121 | -1,838 | -2.19% | Q1 2026 | Apr 14, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 81,920 | 4,078 | 0.5% | 0.46% | 122 | +8,509 | 11.59% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 80,853 | 4,025 | 1.5% | 0.18% | 123 | +70,223 | 660.61% | Q1 2026 | May 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 80,455 | 4,005 | 0.58% | 0.48% | 124 | +12,750 | 18.83% | Q1 2026 | Apr 20, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 80,011 | 3,983 | 2.39% | 1.65% | 125 | +27,319 | 51.85% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 79,159 | 3,940 | 0.0% | 0.0% | 126 | +8,738 | 12.41% | Q1 2026 | May 07, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 77,866 | 3,876 | 0.54% | 0.6% | 127 | -6,752 | -7.98% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 77,505 | 3,858 | 0.24% | 0.29% | 128 | -7,794 | -9.14% | Q1 2026 | Apr 28, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 76,463 | 3,810 | 0.35% | 0.34% | 129 | -1 | -0.0% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 75,628 | 3,765 | 0.04% | 0.04% | 130 | +17,926 | 31.07% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Added to | 75,452 | 3,756 | 0.07% | 0.07% | 131 | +923 | 1.24% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 70,857 | 3,528 | 0.01% | 0.01% | 132 | +13,543 | 23.63% | Q1 2026 | May 14, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 70,556 | 3,512 | 2.05% | 2.13% | 133 | -410 | -0.58% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 68,952 | 3,432 | 0.13% | 0.06% | 134 | +33,231 | 93.03% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,462 | 3,352 | 0.0% | 0.0% | 135 | +19,967 | 42.04% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 66,733 | 3,322 | 0.15% | 0.1% | 136 | +25,550 | 62.04% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Reduced | 66,175 | 3,294 | 0.02% | 0.02% | 137 | -620 | -0.93% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 65,930 | 3,282 | 0.14% | 0.13% | 138 | -1,408 | -2.09% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 65,538 | 3,262 | 0.08% | 0.07% | 139 | +5,135 | 8.5% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 64,735 | 3,211 | 0.51% | 0.45% | 140 | +13,270 | 25.78% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,071 | 3,189 | 0.08% | 0.08% | 141 | +2,253 | 3.64% | Q1 2026 | Apr 07, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 63,974 | 3,184 | 0.82% | 0.64% | 142 | +17,042 | 36.31% | Q1 2026 | Apr 27, 2026 |
| Aberdeen Wealth Management LLC | History | New | 63,411 | 3,156 | 1.44% | — | 144 | +63,411 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 63,408 | 3,156 | 0.0% | 0.0% | 143 | -1,825 | -2.8% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | No change | 63,090 | 3,140 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Payne Capital LLC | History | Reduced | 59,334 | 2,953 | 2.71% | 3.01% | 146 | -1 | -0.0% | Q1 2026 | Apr 20, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 58,580 | 2,916 | 2.57% | 2.99% | 147 | +6,579 | 12.65% | Q1 2026 | May 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 57,416 | 2,858 | 0.42% | 0.44% | 148 | +222 | 0.39% | Q1 2026 | May 14, 2026 |
| Lakewood Asset Management LLC | History | Added to | 57,236 | 2,849 | 1.82% | 1.55% | 149 | +4,127 | 7.77% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 56,881 | 2,831 | 0.05% | 0.05% | 150 | +625 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 55,873 | 2,781 | 0.02% | 0.03% | 151 | -2,206 | -3.8% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 54,824 | 2,729 | 0.1% | 0.1% | 152 | -327 | -0.59% | Q1 2026 | May 13, 2026 |
| SP Asset Management LLC | History | Reduced | 54,512 | 2,713 | 0.24% | 0.29% | 153 | -19,888 | -26.73% | Q1 2026 | May 06, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 53,339 | 2,655 | 2.33% | 1.81% | 154 | +12,409 | 30.32% | Q1 2026 | May 04, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 52,740 | 2,625 | 1.1% | — | 155 | +52,740 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 51,374 | 2,557 | 0.08% | 0.09% | 156 | +2,898 | 5.98% | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | Added to | 51,309 | 2,545 | 0.02% | 0.04% | 157 | +672 | 1.33% | Q1 2026 | May 14, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 51,111 | 2,544 | 1.31% | 1.17% | 158 | +4,595 | 9.88% | Q1 2026 | May 01, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 50,297 | 2,504 | 0.14% | 0.14% | 159 | -3,015 | -5.66% | Q1 2026 | May 14, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 48,698 | 2,424 | 2.02% | 1.8% | 160 | +6,809 | 16.25% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 47,522 | 2,365 | 0.88% | 0.91% | 161 | +65 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 46,853 | 2,332 | 0.01% | 0.01% | 162 | -3,892 | -7.67% | Q1 2026 | May 05, 2026 |
| Alpha Zero LLC | History | New | 45,913 | 2,285 | 1.16% | — | 163 | +45,913 | New | Q1 2026 | May 07, 2026 |
| Two West Capital Advisors LLC | History | Added to | 45,483 | 2,264 | 1.2% | 1.28% | 164 | +1,319 | 2.99% | Q1 2026 | May 04, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 45,475 | 2,263 | 0.04% | 0.05% | 165 | -1,125 | -2.41% | Q1 2026 | May 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 45,125 | 2,246 | 1.2% | 1.14% | 166 | +4,023 | 9.79% | Q1 2026 | May 01, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 44,533 | 2,217 | 0.77% | 0.97% | 167 | -10,384 | -18.91% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | New | 44,179 | 2,192 | 0.11% | — | 168 | +44,179 | New | Q1 2026 | Apr 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 43,295 | 2,155 | 2.0% | 1.74% | 169 | +3,470 | 8.71% | Q1 2026 | Apr 07, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 42,437 | 2,112 | 0.17% | 0.18% | 170 | -1,693 | -3.84% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,356 | 2,111 | 0.01% | 0.0% | 171 | +35,769 | 543.02% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 42,377 | 2,109 | 0.22% | 0.25% | 172 | -2,899 | -6.4% | Q1 2026 | May 04, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 41,845 | 2,083 | 0.36% | 0.34% | 173 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 41,394 | 2,060 | 0.2% | — | 174 | +41,394 | New | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,284 | 2,055 | 0.01% | 0.0% | 175 | +27,019 | 189.41% | Q1 2026 | Apr 22, 2026 |
| Heirloom Wealth Management | History | New | 41,172 | 2,049 | 0.37% | — | 176 | +41,172 | New | Q1 2026 | Apr 14, 2026 |
| TrueWealth Financial Partners | History | New | 40,967 | 2,039 | 0.81% | — | 177 | +40,967 | New | Q1 2026 | May 20, 2026 |
| Compass Financial Group, Inc. | History | Added to | 39,902 | 1,986 | 0.9% | 0.87% | 178 | +337 | 0.85% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 39,752 | 1,979 | 0.48% | 0.5% | 179 | -2,100 | -5.02% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Reduced | 39,559 | 1,969 | 0.01% | 0.01% | 180 | -4,698 | -10.62% | Q1 2026 | Apr 27, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 39,456 | 1,964 | 0.79% | 0.31% | 181 | +24,800 | 169.21% | Q1 2026 | May 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 39,000 | 1,941 | 0.1% | — | 182 | +39,000 | New | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 38,696 | 1,928 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summitas Investment Management LLC | History | New | 38,215 | 1,902 | 1.49% | — | 184 | +38,215 | New | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 37,936 | 1,888 | 0.17% | 0.2% | 185 | -6,376 | -14.39% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,891 | 1,886 | 0.02% | 0.01% | 186 | +18,323 | 93.64% | Q1 2026 | Apr 20, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 37,827 | 1,883 | 0.05% | 0.04% | 187 | +5,846 | 18.28% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 37,762 | 1,879 | 0.02% | 0.03% | 188 | -18,648 | -33.06% | Q1 2026 | May 12, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 37,600 | 1,871 | 0.72% | 0.52% | 189 | +11,100 | 41.89% | Q1 2026 | Apr 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 37,559 | 1,870 | 0.12% | 0.11% | 190 | +3,814 | 11.3% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Reduced | 36,458 | 1,815 | 0.06% | 0.08% | 191 | -4,955 | -11.96% | Q1 2026 | May 06, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 36,293 | 1,806 | 0.46% | 1.05% | 192 | -44,085 | -54.85% | Q1 2026 | Apr 07, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 36,033 | 1,793 | 0.24% | 0.1% | 193 | +22,135 | 159.27% | Q1 2026 | May 08, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 35,866 | 1,785 | 0.94% | 0.68% | 194 | +171 | 0.48% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 34,984 | 1,741 | 0.02% | 0.03% | 195 | -2,114 | -5.7% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 34,456 | 1,715 | 0.08% | 0.08% | 196 | -769 | -2.18% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 33,476 | 1,666 | 0.05% | 0.05% | 197 | +628 | 1.91% | Q1 2026 | Apr 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 33,370 | 1,661 | 0.05% | 0.05% | 198 | -950 | -2.77% | Q1 2026 | May 11, 2026 |
| MontVue Capital Management, Inc. | History | No change | 33,331 | 1,659 | 1.13% | 1.1% | 199 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | New | 33,096 | 1,647 | 0.01% | — | 200 | +33,096 | New | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 31,723 | 1,579 | 0.02% | 0.03% | 201 | -19,476 | -38.04% | Q1 2026 | May 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 31,460 | 1,563 | 0.02% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,651 | 1,525 | 0.02% | 0.02% | 203 | +15,221 | 98.65% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 29,882 | 1,487 | 0.05% | 0.05% | 204 | +355 | 1.2% | Q1 2026 | May 15, 2026 |
| Fortis Advisors, LLC | History | Reduced | 29,418 | 1,464 | 0.73% | 9.27% | 205 | -313,503 | -91.42% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 28,365 | 1,412 | 0.21% | 0.51% | 206 | -43,478 | -60.52% | Q1 2026 | Apr 21, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 27,912 | 1,389 | 0.38% | 0.39% | 207 | +5 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 27,772 | 1,384 | 0.47% | 0.47% | 208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,608 | 1,374 | 0.01% | 0.01% | 209 | +1,642 | 6.32% | Q1 2026 | May 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 27,541 | 1,371 | 0.17% | 0.18% | 210 | +6 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 27,248 | 1,355 | 0.12% | 0.12% | 211 | +293 | 1.09% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,186 | 1,353 | 0.0% | 0.0% | 212 | +1,273 | 4.91% | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 26,700 | 1,329 | 0.04% | 0.04% | 213 | -1,500 | -5.32% | Q1 2026 | May 04, 2026 |
| R.H. Investment Group, LLC | History | Added to | 26,400 | 1,311 | 1.01% | 0.85% | 215 | +6,000 | 29.41% | Q1 2026 | Apr 14, 2026 |
| Ballew Advisors, Inc | History | Reduced | 26,382 | 1,311 | 0.74% | 0.74% | 214 | -77 | -0.29% | Q1 2026 | Apr 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 26,304 | 1,309 | 0.21% | 0.22% | 216 | -1,536 | -5.52% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 26,200 | 1,304 | 0.0% | 0.0% | 217 | +12,303 | 88.53% | Q1 2026 | May 15, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 25,570 | 1,273 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 25,143 | 1,251 | 0.14% | 0.14% | 219 | +74 | 0.3% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 24,772 | 1,233 | 0.57% | — | 220 | +24,772 | New | Q1 2026 | May 04, 2026 |
| GatePass Capital, LLC | History | No change | 24,500 | 1,219 | 0.57% | 0.63% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 24,387 | 1,214 | 0.11% | 0.1% | 222 | +3,678 | 17.76% | Q1 2026 | Apr 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 24,156 | 1,202 | 0.0% | 0.0% | 223 | +5,994 | 33.0% | Q1 2026 | May 14, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 23,870 | 1,188 | 0.32% | 0.33% | 224 | -1,616 | -6.34% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 23,620 | 1,175 | 0.05% | 0.04% | 225 | +7,253 | 44.31% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 22,844 | 1,137 | 0.09% | 0.11% | 226 | -3,297 | -12.61% | Q1 2026 | May 15, 2026 |
| Joseph Group Capital Management | History | Added to | 22,825 | 1,136 | 0.28% | 0.26% | 227 | +3,057 | 15.46% | Q1 2026 | May 08, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 22,239 | 1,105 | 0.08% | 0.09% | 228 | -3,170 | -12.48% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,818 | 1,086 | 0.01% | 0.0% | 229 | +20,104 | 1172.93% | Q1 2026 | May 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 21,751 | 1,082 | 0.26% | 0.25% | 230 | -283 | -1.28% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,727 | 1,081 | 0.01% | 0.01% | 231 | -5,787 | -21.03% | Q1 2026 | May 13, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 21,339 | 1,062 | 0.25% | 0.28% | 232 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 21,150 | 1,052 | 0.01% | — | 233 | +21,150 | New | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 21,019 | 1,047 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 20,922 | 1,041 | 0.15% | 0.14% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 20,414 | 1,016 | 0.06% | 0.04% | 236 | +7,295 | 55.61% | Q1 2026 | Apr 14, 2026 |
| Avestar Capital, LLC | History | No change | 20,100 | 1,000 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 20,000 | 992 | 0.0% | 0.01% | 238 | -645 | -3.12% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Added to | 19,839 | 987 | 0.01% | 0.01% | 239 | +3,944 | 24.81% | Q1 2026 | Apr 16, 2026 |
| Life Planning Partners, Inc | History | Added to | 19,595 | 975 | 0.74% | 0.75% | 240 | +5 | 0.03% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,312 | 961 | 0.01% | 0.01% | 241 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Exeter Financial, LLC | History | Added to | 19,247 | 958 | 0.39% | 0.39% | 242 | +763 | 4.13% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 19,115 | 952 | 0.0% | 0.0% | 243 | +14,755 | 338.42% | Q1 2026 | May 15, 2026 |
| Powerhouse Assets LLC | History | Added to | 18,996 | 945 | 0.82% | 0.81% | 244 | +536 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,750 | 933 | 0.01% | 0.0% | 246 | +10,182 | 118.84% | Q1 2026 | Apr 20, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 18,748 | 933 | 0.2% | 0.15% | 245 | +5,390 | 40.35% | Q1 2026 | Apr 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 17,880 | 890 | 0.01% | 0.01% | 247 | -1,390 | -7.21% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 17,650 | 878 | 0.06% | 0.06% | 248 | +1,000 | 6.01% | Q1 2026 | Apr 20, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 17,372 | 864 | 0.13% | 0.1% | 249 | +4,042 | 30.32% | Q1 2026 | Apr 15, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 17,324 | 862 | 0.05% | — | 250 | +17,324 | New | Q1 2026 | Apr 23, 2026 |
| Index Fund Advisors, Inc. | History | New | 16,881 | 840 | 0.04% | — | 251 | +16,881 | New | Q1 2026 | May 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 16,805 | 836 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 16,730 | 832 | 0.13% | 0.13% | 253 | -213 | -1.26% | Q1 2026 | Apr 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,197 | 806 | 0.03% | 0.03% | 254 | -284 | -1.72% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,952 | 794 | 0.02% | 0.01% | 255 | +10,708 | 204.2% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 15,878 | 790 | 0.0% | 0.0% | 256 | +4,035 | 34.07% | Q1 2026 | May 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 15,765 | 784 | 0.2% | 0.2% | 257 | +89 | 0.57% | Q1 2026 | May 01, 2026 |
| CGC Financial Services, LLC | History | Reduced | 15,524 | 772 | 0.22% | 0.22% | 258 | -1,013 | -6.13% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 15,063 | 749 | 0.1% | 0.1% | 259 | +364 | 2.48% | Q1 2026 | Apr 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 15,042 | 748 | 0.15% | 0.15% | 260 | -83 | -0.55% | Q1 2026 | May 12, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 15,000 | 746 | 0.15% | 0.1% | 261 | +5,000 | 50.0% | Q1 2026 | Apr 20, 2026 |
| Carnegie Lake Advisors LLC | History | Added to | 14,699 | 731 | 0.29% | 0.27% | 262 | +699 | 4.99% | Q1 2026 | Apr 29, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 14,627 | 728 | 0.67% | 0.67% | 263 | -129 | -0.87% | Q1 2026 | Apr 08, 2026 |
| Daner Wealth Management, LLC | History | Added to | 14,494 | 720 | 0.42% | 0.43% | 264 | +396 | 2.81% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 14,426 | 718 | 0.01% | 0.01% | 265 | +223 | 1.57% | Q1 2026 | Apr 17, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 14,208 | 707 | 0.46% | 0.52% | 266 | -2,010 | -12.39% | Q1 2026 | May 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 13,931 | 693 | 0.3% | 0.27% | 267 | +1,306 | 10.34% | Q1 2026 | Apr 20, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 13,810 | 688 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STEPHENS INC /AR/ | History | New | 13,360 | 665 | 0.01% | — | 269 | +13,360 | New | Q1 2026 | Apr 28, 2026 |
| Latitude Advisors, LLC | History | Reduced | 13,190 | 656 | 0.3% | 0.3% | 270 | -445 | -3.26% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | Added to | 12,891 | 641 | 0.16% | 0.13% | 272 | +2,091 | 19.36% | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 12,882 | 641 | 0.17% | 0.17% | 271 | +622 | 5.07% | Q1 2026 | May 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | New | 12,857 | 640 | 0.22% | — | 273 | +12,857 | New | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,847 | 639 | 0.07% | — | 274 | +12,847 | New | Q1 2026 | May 15, 2026 |
| Essential Planning, LLC. | History | Added to | 12,729 | 633 | 0.2% | 0.12% | 275 | +5,401 | 73.7% | Q1 2026 | Apr 22, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 12,630 | 628 | 0.28% | 0.18% | 276 | +87 | 0.69% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 12,572 | 625 | 0.07% | 0.07% | 277 | -303 | -2.35% | Q1 2026 | May 11, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 12,476 | 621 | 0.54% | 0.52% | 278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 12,320 | 613 | 0.0% | 0.0% | 279 | -7,640 | -38.28% | Q1 2026 | May 14, 2026 |
| SAM Advisors, LLC | History | Added to | 12,301 | 612 | 0.19% | 0.19% | 280 | +308 | 2.57% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 12,085 | 599 | 0.01% | 0.01% | 281 | -500 | -3.97% | Q1 2026 | May 06, 2026 |
| Old Peak Finance LLC | History | Added to | 11,862 | 590 | 0.34% | 0.31% | 282 | +1,806 | 17.96% | Q1 2026 | Apr 24, 2026 |
| Vident Advisory, LLC | History | Added to | 11,747 | 584 | 0.0% | 0.0% | 283 | +5,880 | 100.22% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 11,591 | 577 | 0.01% | — | 284 | +11,591 | New | Q1 2026 | May 14, 2026 |
| Finivi Inc. | History | Added to | 11,553 | 575 | 0.31% | 0.29% | 286 | +1,620 | 16.31% | Q1 2026 | Apr 10, 2026 |
| WBH ADVISORY INC | History | No change | 11,591 | 575 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 11,471 | 571 | 0.24% | 0.15% | 287 | +4,538 | 65.46% | Q1 2026 | Apr 17, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 11,486 | 571 | 0.26% | 0.33% | 288 | -3,795 | -24.83% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 11,452 | 570 | 0.01% | 0.01% | 289 | +200 | 1.78% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,449 | 569 | 0.0% | 0.0% | 290 | +1,909 | 20.01% | Q1 2026 | May 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | New | 11,242 | 559 | 0.15% | — | 291 | +11,242 | New | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,089 | 550 | 0.01% | 0.01% | 292 | +1,276 | 13.0% | Q1 2026 | Apr 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 10,940 | 544 | 0.03% | 0.02% | 293 | +4,841 | 79.37% | Q1 2026 | Apr 30, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 10,875 | 541 | 0.14% | 0.14% | 294 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Joel Adams & Associates, Inc. | History | New | 10,702 | 532 | 0.4% | — | 295 | +10,702 | New | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,478 | 521 | 0.0% | 0.0% | 296 | +637 | 6.47% | Q1 2026 | Apr 24, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 10,453 | 520 | 0.29% | 0.28% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Victrix Investment Advisors | History | New | 10,387 | 517 | 0.19% | — | 298 | +10,387 | New | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,319 | 513 | 0.0% | 0.0% | 299 | +1,010 | 10.85% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 10,191 | 507 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 10,137 | 504 | 0.01% | 0.01% | 301 | +83 | 0.83% | Q1 2026 | May 01, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,090 | 502 | 0.02% | 0.02% | 302 | -781 | -7.18% | Q1 2026 | May 04, 2026 |
| New Hampshire Trust | History | No change | 10,054 | 500 | 0.1% | 0.1% | 303 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,762 | 486 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 9,720 | 483 | 0.07% | 0.12% | 305 | -5,536 | -36.29% | Q1 2026 | May 06, 2026 |
| WESBANCO BANK INC | History | Added to | 9,548 | 475 | 0.01% | 0.01% | 306 | +2,006 | 26.6% | Q1 2026 | Apr 21, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 9,471 | 471 | 0.16% | 0.25% | 307 | -3,451 | -26.71% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Reduced | 9,238 | 459 | 0.0% | 0.0% | 308 | -186 | -1.97% | Q1 2026 | May 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 9,185 | 457 | 0.32% | 0.29% | 309 | +37 | 0.4% | Q1 2026 | May 07, 2026 |
| TAGStone Capital, Inc. | History | Added to | 9,138 | 454 | 0.16% | 0.11% | 310 | +3,159 | 52.83% | Q1 2026 | May 11, 2026 |
| Goldstone Financial Group, LLC | History | New | 9,072 | 451 | 0.05% | — | 311 | +9,072 | New | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,054 | 450 | 0.01% | 0.01% | 312 | -379 | -4.02% | Q1 2026 | May 13, 2026 |
| Burton Enright Welch | History | Added to | 8,747 | 435 | 0.06% | 0.06% | 313 | +86 | 0.99% | Q1 2026 | May 01, 2026 |
| Family CFO Inc | History | Reduced | 8,585 | 427 | 0.19% | 0.26% | 314 | -3,050 | -26.21% | Q1 2026 | Apr 28, 2026 |
| New Capital Management LP | History | Reduced | 8,447 | 420 | 0.1% | 0.11% | 315 | -201 | -2.32% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,408 | 418 | 0.0% | 0.01% | 316 | -14,849 | -63.85% | Q1 2026 | Apr 28, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 8,396 | 417 | 0.18% | 0.14% | 317 | +1,899 | 29.23% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 8,336 | 415 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,227 | 409 | 0.0% | 0.0% | 319 | -4,517 | -35.44% | Q1 2026 | May 05, 2026 |
| TRB Wealth Management, LLC | History | New | 7,796 | 388 | 0.06% | — | 320 | +7,796 | New | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 7,649 | 380 | 0.3% | 0.29% | 321 | +347 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 7,583 | 377 | 0.13% | 0.07% | 322 | +3,510 | 86.18% | Q1 2026 | Apr 23, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 7,422 | 369 | 0.2% | 0.2% | 323 | +34 | 0.46% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | New | 7,394 | 368 | 0.0% | — | 324 | +7,394 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 7,312 | 364 | 0.0% | — | 325 | +7,312 | New | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Added to | 7,296 | 363 | 0.19% | 0.17% | 326 | +534 | 7.9% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | New | 7,284 | 362 | 0.03% | — | 328 | +7,284 | New | Q1 2026 | Apr 08, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 7,290 | 362 | 0.18% | 0.18% | 327 | +11 | 0.15% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,184 | 358 | 0.0% | 0.0% | 329 | +2,819 | 64.58% | Q1 2026 | Apr 07, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 7,198 | 358 | 0.32% | 0.35% | 332 | -694 | -8.79% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Reduced | 7,196 | 358 | 0.01% | 0.01% | 330 | -52 | -0.72% | Q1 2026 | Apr 22, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 7,193 | 358 | 0.08% | 0.08% | 331 | +49 | 0.69% | Q1 2026 | May 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,105 | 353 | 0.0% | 0.0% | 333 | +49 | 0.69% | Q1 2026 | May 08, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 6,950 | 346 | 0.12% | 0.13% | 334 | -500 | -6.71% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,908 | 343 | 0.0% | 0.0% | 335 | -432 | -5.89% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,870 | 341 | 0.01% | 0.01% | 336 | -13 | -0.19% | Q1 2026 | Apr 17, 2026 |
| Bath Savings Trust Co | History | Added to | 6,798 | 338 | 0.04% | 0.03% | 337 | +200 | 3.03% | Q1 2026 | Apr 07, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 6,650 | 331 | 0.04% | 0.05% | 338 | -400 | -5.67% | Q1 2026 | May 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,660 | 331 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prepared Retirement Institute LLC | History | No change | 6,634 | 330 | 0.16% | 0.17% | 340 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Reduced | 6,593 | 328 | 0.02% | 0.03% | 341 | -2,657 | -28.72% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | No change | 6,574 | 327 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,495 | 323 | 0.03% | 0.02% | 343 | +902 | 16.13% | Q1 2026 | Apr 30, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,500 | 323 | 0.01% | 0.01% | 344 | -400 | -5.8% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 6,413 | 319 | 0.02% | 0.04% | 345 | -6,323 | -49.65% | Q1 2026 | May 11, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 6,280 | 312 | 0.11% | 0.11% | 346 | +500 | 8.65% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 6,241 | 311 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 6,266 | 311 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Successful Portfolios LLC | History | Added to | 6,116 | 304 | 0.17% | 0.14% | 349 | +496 | 8.83% | Q1 2026 | Apr 13, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 6,103 | 303 | 0.22% | 0.25% | 350 | -567 | -8.5% | Q1 2026 | Apr 13, 2026 |
| Peak Asset Management, LLC | History | No change | 6,062 | 301 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | New | 6,009 | 299 | 0.0% | — | 353 | +6,009 | New | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,018 | 299 | 0.01% | 0.01% | 352 | +506 | 9.18% | Q1 2026 | May 01, 2026 |
| DMKC Advisory Services, LLC | History | New | 5,940 | 295 | 0.12% | — | 355 | +5,940 | New | Q1 2026 | May 01, 2026 |
| 25 LLC | History | Reduced | 5,935 | 295 | 0.09% | 0.11% | 354 | -937 | -13.64% | Q1 2026 | Apr 20, 2026 |
| Wedmont Private Capital | History | Reduced | 5,859 | 291 | 0.01% | 0.02% | 357 | -4,004 | -40.6% | Q1 2026 | Apr 09, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,850 | 291 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 5,700 | 283 | 0.07% | 0.07% | 359 | -454 | -7.38% | Q1 2026 | Apr 28, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 5,700 | 283 | 0.08% | 0.07% | 358 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gateway Wealth Partners, LLC | History | New | 5,650 | 281 | 0.01% | — | 360 | +5,650 | New | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 5,604 | 278 | 0.03% | — | 362 | +5,604 | New | Q1 2026 | May 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 5,595 | 278 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aegis Wealth Management LLC | History | Added to | 5,576 | 277 | 0.16% | 0.16% | 363 | +38 | 0.69% | Q1 2026 | Apr 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 5,500 | 273 | 0.03% | — | 366 | +5,500 | New | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 5,499 | 273 | 0.03% | 0.03% | 364 | -511 | -8.5% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 5,496 | 273 | 0.06% | 0.07% | 365 | -261 | -4.53% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 5,479 | 272 | 0.01% | 0.01% | 367 | -188 | -3.32% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | New | 5,450 | 271 | 0.01% | — | 368 | +5,450 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,385 | 268 | 0.0% | 0.0% | 371 | -137 | -2.48% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,393 | 268 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | No change | 5,400 | 268 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 5,338 | 265 | 0.01% | 0.01% | 372 | -505 | -8.64% | Q1 2026 | May 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 5,340 | 265 | 0.03% | 0.03% | 373 | +37 | 0.7% | Q1 2026 | Apr 08, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 5,254 | 260 | 0.05% | 0.05% | 374 | -1,130 | -17.7% | Q1 2026 | May 15, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 5,191 | 258 | 0.11% | 0.38% | 376 | -11,190 | -68.31% | Q1 2026 | Apr 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,186 | 258 | 0.01% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Reduced | 5,092 | 253 | 0.19% | 1.45% | 377 | -33,102 | -86.67% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 5,092 | 253 | 0.02% | — | 378 | +5,092 | New | Q1 2026 | Apr 21, 2026 |
| Corundum Group, Inc. | History | No change | 5,069 | 252 | 0.08% | 0.08% | 379 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,055 | 251 | 0.0% | 0.0% | 380 | -214 | -4.06% | Q1 2026 | May 08, 2026 |
| Kropog Financial Group, LLC | History | New | 5,015 | 249 | 0.2% | — | 381 | +5,015 | New | Q1 2026 | Apr 24, 2026 |
| Capital Square, LLC | History | Reduced | 4,985 | 248 | 0.11% | 0.14% | 383 | -666 | -11.79% | Q1 2026 | May 11, 2026 |
| HANOVER ADVISORS INC | History | No change | 4,998 | 248 | 0.1% | 0.1% | 382 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 5,000 | 248 | 0.17% | 0.18% | 384 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 4,932 | 246 | 0.0% | — | 385 | +4,932 | New | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 4,938 | 245 | 0.08% | 0.09% | 386 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Argos Wealth Advisors, LLC | History | New | 4,920 | 244 | 0.07% | — | 387 | +4,920 | New | Q1 2026 | Apr 27, 2026 |
| Busey Bank | History | No change | 4,853 | 241 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,761 | 237 | 0.0% | 0.0% | 389 | -155 | -3.15% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,742 | 236 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,737 | 235 | 0.0% | 0.0% | 391 | -468 | -8.99% | Q1 2026 | May 12, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 4,725 | 235 | 0.12% | 0.13% | 392 | -300 | -5.97% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,720 | 234 | 0.0% | 0.0% | 394 | +216 | 4.8% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 4,713 | 234 | 0.01% | 0.01% | 393 | +29 | 0.62% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4,677 | 232 | 0.03% | 0.03% | 395 | +457 | 10.83% | Q1 2026 | Apr 23, 2026 |
| GSG Advisors LLC | History | Added to | 4,662 | 232 | 0.06% | 0.06% | 396 | +17 | 0.37% | Q1 2026 | May 13, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 4,643 | 231 | 0.07% | 0.08% | 397 | -420 | -8.3% | Q1 2026 | May 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 4,588 | 228 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,513 | 224 | 0.0% | 0.0% | 399 | -32 | -0.7% | Q1 2026 | May 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 4,488 | 223 | 0.0% | 0.0% | 400 | +399 | 9.76% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,443 | 221 | 0.0% | 0.0% | 401 | +147 | 3.42% | Q1 2026 | May 11, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 4,442 | 221 | 0.22% | 0.22% | 402 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,370 | 217 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,279 | 213 | 0.0% | 0.01% | 404 | +40 | 0.94% | Q1 2026 | May 01, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,245 | 211 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 4,200 | 209 | 0.15% | 0.15% | 406 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 4,115 | 204 | 0.01% | 0.02% | 407 | -116 | -2.74% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 4,083 | 203 | 0.02% | 0.03% | 408 | -600 | -12.81% | Q1 2026 | Apr 29, 2026 |
| Long Island Wealth Management, Inc. | History | New | 4,064 | 202 | 0.09% | — | 409 | +4,064 | New | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | No change | 4,042 | 201 | 0.06% | 0.05% | 410 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 3,974 | 197 | 0.01% | — | 411 | +3,974 | New | Q1 2026 | May 08, 2026 |
| Tradewinds Capital Management, LLC | History | New | 3,777 | 188 | 0.04% | — | 412 | +3,777 | New | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | New | 3,428 | 170 | 0.01% | — | 413 | +3,428 | New | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | New | 3,133 | 155 | 0.0% | — | 414 | +3,133 | New | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Added to | 3,050 | 151 | 0.03% | 0.01% | 415 | +2,431 | 392.73% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 2,829 | 140 | 0.0% | 0.0% | 416 | +569 | 25.18% | Q1 2026 | May 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,819 | 140 | 0.02% | 0.03% | 417 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,552 | 127 | 0.01% | 0.01% | 418 | +10 | 0.39% | Q1 2026 | May 19, 2026 |
| Evolution Advisers, Inc. | History | New | 2,515 | 125 | 0.05% | — | 419 | +2,515 | New | Q1 2026 | May 01, 2026 |
| Graney & King, LLC | History | Reduced | 2,374 | 118 | 0.06% | 0.07% | 421 | -35 | -1.45% | Q1 2026 | May 18, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,387 | 118 | 0.01% | 0.01% | 420 | +17 | 0.72% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,219 | 110 | 0.01% | 0.01% | 422 | +8 | 0.36% | Q1 2026 | Apr 28, 2026 |
| Leo H. Evart, Inc. | History | New | 2,072 | 103 | 0.09% | — | 423 | +2,072 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,972 | 98 | 0.01% | 0.01% | 424 | -245 | -11.05% | Q1 2026 | Apr 17, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,818 | 90 | 0.0% | — | 425 | +1,818 | New | Q1 2026 | May 08, 2026 |
| Avalon Trust Co | History | Added to | 1,800 | 89 | 0.01% | 0.0% | 427 | +800 | 80.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,795 | 89 | 0.01% | 0.01% | 426 | -10 | -0.55% | Q1 2026 | Apr 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,713 | 85 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,610 | 80 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Frankly Finances, LLC | History | Reduced | 1,557 | 77 | 0.07% | 0.08% | 430 | -100 | -6.04% | Q1 2026 | Apr 29, 2026 |
| Bulwark Capital Corp | History | Reduced | 1,507 | 75 | 0.05% | 0.23% | 431 | -4,873 | -76.38% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,437 | 71 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,375 | 68 | 0.01% | 0.01% | 433 | -171 | -11.06% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,383 | 68 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 1,249 | 62 | 0.0% | 0.0% | 435 | +153 | 13.96% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,014 | 50 | 0.02% | 0.02% | 437 | +7 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 1,018 | 50 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 991 | 49 | 0.0% | 0.01% | 438 | -5,857 | -85.53% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | New | 985 | 49 | 0.0% | — | 439 | +985 | New | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 857 | 42 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New Hampshire | History | New | 788 | 39 | 0.01% | — | 441 | +788 | New | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 750 | 37 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 744 | 37 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 647 | 32 | 0.0% | — | 444 | +647 | New | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,772 | 29 | 0.0% | 0.0% | 445 | +193 | 1.42% | Q1 2026 | May 15, 2026 |
| Front Row Advisors LLC | History | No change | 600 | 29 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 547 | 27 | 0.01% | — | 448 | +547 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 547 | 27 | 0.01% | 0.01% | 447 | +3 | 0.55% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 522 | 25 | 0.01% | 0.01% | 452 | +80 | 18.1% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 518 | 25 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 509 | 25 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | No change | 500 | 25 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 500 | 24 | 0.0% | 0.0% | 453 | -134,458 | -99.63% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 500 | 24 | 0.0% | 0.01% | 454 | -1,000 | -66.67% | Q1 2026 | May 11, 2026 |
| LAM GROUP, INC. | History | New | 438 | 21 | 0.01% | — | 456 | +438 | New | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | Added to | 424 | 21 | 0.01% | 0.01% | 455 | +3 | 0.71% | Q1 2026 | May 07, 2026 |
| Olistico Wealth, LLC | History | Reduced | 406 | 20 | 0.01% | 0.01% | 458 | -91 | -18.31% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 362 | 17 | 0.0% | 0.0% | 459 | -260 | -41.8% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 321 | 16 | 0.0% | 0.01% | 460 | -6,245 | -95.11% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 16 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nemes Rush Group LLC | History | New | 246 | 12 | 0.0% | — | 463 | +246 | New | Q1 2026 | Apr 21, 2026 |
| MCF Advisors LLC | History | No change | 260 | 12 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARD ASSOCIATES INC | History | New | 209 | 10 | 0.0% | — | 465 | +209 | New | Q1 2026 | May 07, 2026 |
| First Pacific Financial | History | New | 201 | 10 | 0.0% | — | 466 | +201 | New | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | No change | 211 | 10 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 77 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | New | 58 | 2 | 0.0% | — | 471 | +58 | New | Q1 2026 | May 19, 2026 |
| Darwin Wealth Management, LLC | History | New | 30 | 1 | 0.0% | — | 474 | +30 | New | Q1 2026 | May 01, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 21 | 1 | 0.0% | — | 475 | +21 | New | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 36 | 1 | 0.0% | 0.0% | 473 | +11 | 44.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -166,321 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -63,914 | -100.0% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -55,151 | -100.0% | Q1 2026 | May 14, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -32,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,545 | -100.0% | Q1 2026 | May 01, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.07% | — | -14,755 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,740 | -100.0% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -9,074 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | Closed out | 0 | 0 | — | 0.06% | — | -8,346 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Triton Financial Group Inc | History | Closed out | 0 | 0 | — | 0.26% | — | -7,835 | -100.0% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,674 | -100.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -6,192 | -100.0% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,078 | -100.0% | Q1 2026 | May 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,375 | -100.0% | Q1 2026 | Apr 30, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,328 | -100.0% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,487 | -100.0% | Q1 2026 | May 05, 2026 |
| Factor Wealth Management LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -4,076 | -100.0% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,005 | -100.0% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q1 2026 | May 07, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -588 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | Apr 27, 2026 |