VANGUARD INDEX FUNDS - VV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,664,465 | 5,437,790 | 2.61% | 3.42% | 1 | +825,260 | 4.63% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 12,262,531 | 3,664,657 | 2.49% | 2.75% | 2 | +45,572 | 0.37% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 6,543,317 | 1,955,470 | 15.06% | 15.1% | 3 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD GROUP INC | History | No change | 3,862,217 | 1,215,825 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 4,049,713 | 1,210,256 | 0.18% | 0.11% | 5 | +1,843,613 | 83.57% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,004,337 | 1,196,696 | 0.65% | — | 6 | +4,004,337 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,841,612 | 849,216 | 0.52% | 0.55% | 7 | +80,456 | 2.91% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,689,576 | 803,779 | 0.06% | 0.06% | 8 | -97,969 | -3.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,689,121 | 803,644 | 0.05% | 0.05% | 9 | -32,252 | -1.19% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, LLC | History | Added to | 2,555,957 | 763,847 | 50.86% | 48.94% | 10 | +44,086 | 1.76% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,102,746 | 628,405 | 0.36% | 0.36% | 11 | -3,592 | -0.17% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,838,898 | 549,554 | 0.08% | 0.09% | 12 | -86,778 | -4.51% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,540,186 | 460,284 | 0.12% | 0.13% | 13 | +118,681 | 8.35% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 1,533,046 | 458,150 | 0.02% | 0.02% | 14 | -12,865 | -0.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,438,617 | 429,930 | 0.08% | 0.08% | 15 | -11,697 | -0.81% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,369,690 | 409,331 | 3.08% | 3.13% | 16 | +54,875 | 4.17% | Q1 2026 | May 12, 2026 |
| Wealthquest Corp | History | No change | 1,177,813 | 370,775 | 28.0% | 28.0% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,037,646 | 338,002 | 12.97% | 14.13% | 18 | -63,684 | -5.78% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 844,862 | 252,419 | 0.06% | 0.06% | 19 | +38,772 | 4.81% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 836,558 | 250,005 | 0.99% | 0.92% | 20 | +80,853 | 10.7% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 807,783 | 241,405 | 1.9% | 1.37% | 21 | +262,452 | 48.13% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 792,998 | 236,988 | 0.04% | 0.04% | 22 | -21,243 | -2.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 766,555 | 229,085 | 0.07% | 0.07% | 23 | +28,668 | 3.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 745,929 | 222,920 | 0.06% | 0.07% | 24 | -17,925 | -2.35% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Added to | 738,555 | 220,717 | 0.48% | 0.5% | 25 | +20,753 | 2.89% | Q1 2026 | May 05, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 728,167 | 212,143 | 21.15% | 21.27% | 26 | +30,639 | 4.39% | Q1 2026 | May 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 640,266 | 191,343 | 1.62% | 1.65% | 27 | -11,537 | -1.77% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 603,947 | 180,382 | 0.21% | 0.22% | 28 | +15,649 | 2.66% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 532,814 | 160,035 | 0.18% | 0.19% | 29 | +10,950 | 2.1% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 529,356 | 158,197 | 2.48% | 2.78% | 30 | +20,690 | 4.07% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 529,201 | 158,151 | 0.68% | 0.69% | 31 | +9,636 | 1.85% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 491,868 | 146,994 | 19.94% | 21.75% | 32 | -8,906 | -1.78% | Q1 2026 | Apr 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 445,130 | 133,027 | 2.86% | 2.84% | 33 | +66,691 | 17.62% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 445,130 | 133,027 | 2.48% | 2.45% | 34 | +66,691 | 17.62% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 443,513 | 132,543 | 1.63% | 1.84% | 35 | -9,071 | -2.0% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 434,849 | 129,954 | 0.5% | — | 36 | +434,849 | New | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 430,897 | 128,773 | 7.71% | 8.04% | 37 | -135 | -0.03% | Q1 2026 | Apr 28, 2026 |
| Mason & Associates, LLC | History | Added to | 429,065 | 128,226 | 29.36% | 30.52% | 38 | +2,628 | 0.62% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 425,422 | 127,137 | 4.58% | 4.93% | 39 | +959 | 0.23% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 415,557 | 124,189 | 0.03% | 0.01% | 40 | +311,331 | 298.71% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 413,306 | 123,516 | 2.93% | 1.75% | 41 | +163,418 | 65.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 392,369 | 117,259 | 0.12% | 0.14% | 42 | -1,935 | -0.49% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 385,016 | 115,062 | 4.96% | 4.98% | 43 | +4,888 | 1.29% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 383,260 | 114,537 | 0.16% | 0.16% | 44 | -6,275 | -1.61% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Reduced | 380,612 | 113,745 | 1.58% | 1.72% | 45 | -9,030 | -2.32% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 364,547 | 108,944 | 9.5% | 10.38% | 46 | +6,695 | 1.87% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 361,696 | 108,092 | 0.2% | 0.28% | 47 | +78,099 | 27.54% | Q1 2026 | May 01, 2026 |
| Truepoint, Inc. | History | Added to | 352,290 | 105,281 | 2.35% | 2.11% | 48 | +53,865 | 18.05% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 348,373 | 104,111 | 0.01% | 0.01% | 49 | +10,371 | 3.07% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 326,369 | 97,535 | 3.88% | 4.1% | 50 | -12,109 | -3.58% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Added to | 318,319 | 95,129 | 0.0% | 0.0% | 51 | +137,579 | 76.12% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 316,012 | 91,726 | 0.01% | 0.01% | 52 | +19,296 | 6.5% | Q1 2026 | May 13, 2026 |
| Norinchukin Bank, The | History | No change | 300,000 | 89,655 | 1.05% | 1.1% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MilWealth Group LLC | History | Added to | 295,789 | 88,396 | 21.04% | 21.95% | 54 | +2,854 | 0.97% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 287,055 | 85,786 | 5.55% | 6.12% | 55 | -19,987 | -6.51% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 323,899 | 84,174 | 0.54% | 0.69% | 56 | +4,007 | 1.25% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 264,311 | 78,800 | 7.69% | 7.92% | 57 | +1,626 | 0.62% | Q1 2026 | May 06, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 260,987 | 77,995 | 0.35% | 0.36% | 58 | -4,964 | -1.87% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 257,442 | 76,936 | 0.21% | 0.23% | 59 | -41,118 | -13.77% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 253,496 | 75,757 | 0.13% | 0.15% | 60 | +6,332 | 2.56% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 253,161 | 75,657 | 1.71% | 1.78% | 61 | +8,194 | 3.34% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 219,002 | 65,593 | 0.09% | 0.09% | 62 | +8,292 | 3.94% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 216,623 | 64,737 | 5.52% | 6.15% | 63 | -17,195 | -7.35% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 214,440 | 64,092 | 0.09% | 0.11% | 64 | -22,899 | -9.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 212,324 | 63,453 | 0.09% | 0.1% | 65 | +3,824 | 1.83% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 211,550 | 63,221 | 1.14% | 1.24% | 66 | -4,333 | -2.01% | Q1 2026 | May 07, 2026 |
| Addis & Hill, Inc | History | Added to | 211,235 | 63,127 | 38.39% | 39.61% | 67 | +3,533 | 1.7% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 204,185 | 61,020 | 3.63% | 3.75% | 68 | +546 | 0.27% | Q1 2026 | May 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 203,078 | 60,689 | 20.28% | 24.44% | 69 | -32,802 | -13.91% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 195,721 | 58,491 | 1.28% | 0.38% | 70 | +137,570 | 236.57% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 194,297 | 58,065 | 0.18% | 0.18% | 71 | +4,080 | 2.14% | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Reduced | 193,088 | 57,704 | 5.01% | 5.14% | 72 | -13,586 | -6.57% | Q1 2026 | Apr 15, 2026 |
| Sunflower Bank, N.A. | History | Added to | 191,036 | 57,091 | 14.55% | 14.78% | 73 | +4,675 | 2.51% | Q1 2026 | Apr 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 189,574 | 56,654 | 13.49% | 13.8% | 74 | +10,444 | 5.83% | Q1 2026 | Apr 22, 2026 |
| TRB Wealth Management, LLC | History | New | 187,507 | 56,036 | 7.96% | — | 75 | +187,507 | New | Q1 2026 | May 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 178,447 | 53,329 | 23.38% | 24.75% | 76 | +7,130 | 4.16% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 177,515 | 53,050 | 0.55% | 0.54% | 77 | +23,327 | 15.13% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 171,050 | 51,118 | 0.78% | 1.81% | 78 | -204,961 | -54.51% | Q1 2026 | Apr 07, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 168,552 | 50,371 | 2.23% | 2.37% | 79 | +1,388 | 0.83% | Q1 2026 | Apr 09, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 167,368 | 50,017 | 14.94% | 15.63% | 80 | +2,031 | 1.23% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 164,502 | 49,161 | 3.03% | 3.42% | 81 | +3,356 | 2.08% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 163,842 | 48,964 | 0.13% | 0.13% | 82 | +3,286 | 2.05% | Q1 2026 | Apr 30, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 159,809 | 47,758 | 0.95% | 0.91% | 83 | +1,369 | 0.86% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 158,165 | 47,267 | 0.22% | 0.15% | 84 | -5,216 | -3.19% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 157,973 | 47,210 | 0.09% | 0.06% | 85 | +50,074 | 46.41% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 147,593 | 44,108 | 7.14% | 13.51% | 86 | -116,366 | -44.08% | Q1 2026 | Apr 15, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 147,066 | 43,950 | 1.21% | 1.31% | 87 | -484 | -0.33% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 144,988 | 43,329 | 0.06% | 0.06% | 88 | +13,710 | 10.44% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 133,685 | 40,296 | 0.08% | 0.08% | 89 | -53,585 | -28.61% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Added to | 131,938 | 39,429 | 2.92% | 3.65% | 90 | +7,115 | 5.7% | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 131,162 | 39,197 | 0.07% | 0.05% | 91 | +40,032 | 43.93% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 126,833 | 37,903 | 0.54% | 0.65% | 92 | -2,498 | -1.93% | Q1 2026 | Apr 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 125,555 | 37,522 | 0.0% | 0.01% | 93 | -211 | -0.17% | Q1 2026 | May 14, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 121,493 | 36,308 | 17.69% | 18.3% | 94 | +3,313 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Haverford Trust Co | History | Reduced | 121,461 | 36,298 | 0.33% | 0.37% | 95 | -10,426 | -7.91% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 117,760 | 35,192 | 0.03% | — | 96 | +117,760 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 117,038 | 34,976 | 0.06% | 0.07% | 97 | +445 | 0.38% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 116,854 | 34,921 | 2.12% | 0.45% | 98 | -479,838 | -80.42% | Q1 2026 | May 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 116,695 | 34,874 | 5.58% | 6.48% | 99 | -13,508 | -10.37% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 116,651 | 34,860 | 0.04% | 0.04% | 100 | +2,642 | 2.32% | Q1 2026 | May 05, 2026 |
| SCS Capital Management LLC | History | Reduced | 112,445 | 33,604 | 0.36% | 0.38% | 101 | -457 | -0.4% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 110,036 | 32,884 | 1.35% | 1.36% | 102 | +5,942 | 5.71% | Q1 2026 | May 12, 2026 |
| Latigo Investments, LLC | History | No change | 108,982 | 32,569 | 16.22% | 16.88% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Added to | 108,889 | 32,532 | 0.16% | 0.14% | 104 | +23,315 | 27.25% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,557 | 32,143 | 0.04% | 0.04% | 105 | +9,033 | 9.17% | Q1 2026 | Apr 27, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 107,501 | 32,126 | 2.09% | 2.3% | 106 | -3,097 | -2.8% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 106,838 | 31,928 | 0.01% | 0.02% | 107 | -16,279 | -13.22% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 101,070 | 31,816 | 9.32% | 9.32% | 108 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| COMERICA BANK | History | No change | 98,382 | 30,970 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 90,889 | 27,162 | 4.25% | 4.21% | 110 | +8,242 | 9.97% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 90,161 | 26,945 | 3.43% | 3.6% | 111 | +2,864 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,753 | 26,523 | 0.14% | 0.19% | 112 | +2,095 | 2.42% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Reduced | 88,071 | 26,320 | 2.37% | 2.47% | 113 | -359 | -0.41% | Q1 2026 | May 11, 2026 |
| Nordwand Advisors, LLC | History | No change | 87,000 | 25,999 | 4.55% | 4.79% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Miller Investment Management, LP | History | Added to | 86,744 | 25,923 | 2.57% | 1.93% | 115 | +23,893 | 38.02% | Q1 2026 | May 08, 2026 |
| SFAM, LLC | History | Reduced | 86,382 | 25,815 | 23.94% | 24.95% | 116 | -296 | -0.34% | Q1 2026 | May 04, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 85,734 | 25,621 | 22.18% | 22.7% | 117 | -4,241 | -4.71% | Q1 2026 | Apr 20, 2026 |
| Abound Wealth Management | History | Added to | 85,097 | 25,431 | 5.78% | 5.86% | 118 | +5,647 | 7.11% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 81,967 | 24,672 | 0.42% | 0.5% | 119 | -5,748 | -6.55% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 80,797 | 24,146 | 3.11% | 3.66% | 120 | -7,282 | -8.27% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 80,520 | 24,062 | 0.15% | 0.15% | 121 | -115 | -0.14% | Q1 2026 | May 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 79,846 | 23,861 | 4.71% | 5.19% | 122 | +1,127 | 1.43% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 78,036 | 23,321 | 0.28% | 0.33% | 123 | -15,546 | -16.61% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 77,840 | 23,262 | 1.94% | 1.72% | 124 | +15,243 | 24.35% | Q1 2026 | Apr 22, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 70,384 | 22,703 | 2.04% | 2.07% | 125 | +82 | 0.12% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 74,694 | 22,322 | 0.03% | 0.03% | 126 | +10,489 | 16.34% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 73,021 | 22,106 | 2.4% | — | 127 | +73,021 | New | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 72,745 | 21,739 | 0.27% | 0.3% | 128 | -1,517 | -2.04% | Q1 2026 | May 12, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 70,707 | 21,130 | 11.54% | 11.07% | 129 | -1,849 | -2.55% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 69,905 | 20,891 | 0.27% | 0.29% | 130 | -1,530 | -2.14% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 67,937 | 20,302 | 0.23% | 0.24% | 131 | -579 | -0.85% | Q1 2026 | May 05, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 67,443 | 20,155 | 9.52% | 10.06% | 132 | -1,273 | -1.85% | Q1 2026 | Apr 13, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 67,329 | 20,121 | 6.67% | 7.93% | 133 | +1,594 | 2.42% | Q1 2026 | Apr 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 67,140 | 20,064 | 1.29% | 1.36% | 134 | -1,259 | -1.84% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 66,145 | 19,767 | 8.25% | 8.7% | 135 | +526 | 0.8% | Q1 2026 | Apr 07, 2026 |
| Strategic Equity Management | History | Reduced | 66,039 | 19,735 | 7.42% | 7.66% | 136 | -5,754 | -8.01% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | Reduced | 64,410 | 19,248 | 1.72% | 1.89% | 137 | -2,355 | -3.53% | Q1 2026 | May 15, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 64,279 | 19,209 | 10.91% | 11.73% | 138 | -12 | -0.02% | Q1 2026 | Apr 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 64,248 | 19,200 | 1.14% | 1.17% | 139 | -146 | -0.23% | Q1 2026 | May 11, 2026 |
| St. Louis Trust Co | History | Reduced | 64,112 | 19,160 | 2.24% | 2.35% | 140 | -1,111 | -1.7% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 60,661 | 18,365 | 0.38% | 0.41% | 141 | -1,211 | -1.96% | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | Added to | 60,322 | 18,027 | 3.45% | 3.45% | 142 | +407 | 0.68% | Q1 2026 | Apr 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 59,926 | 17,908 | 1.31% | 1.41% | 143 | -207 | -0.34% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 51,985 | 17,625 | 0.35% | 0.38% | 144 | -371 | -0.71% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 58,054 | 17,349 | 2.43% | 2.49% | 145 | -1,463 | -2.46% | Q1 2026 | Apr 13, 2026 |
| Box Hill Private Wealth LLC | History | Reduced | 57,428 | 17,162 | 16.96% | 18.4% | 146 | -318 | -0.55% | Q1 2026 | Apr 03, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 57,001 | 17,034 | 8.54% | 9.63% | 147 | -869 | -1.5% | Q1 2026 | May 13, 2026 |
| Farrell Financial LLC | History | Added to | 56,529 | 16,893 | 10.09% | 10.16% | 149 | +1,812 | 3.31% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 53,665 | 16,893 | 0.01% | 0.01% | 148 | -1,561 | -2.83% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 55,294 | 16,524 | 0.29% | 0.3% | 150 | +2,048 | 3.85% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 53,970 | 16,129 | 0.09% | 0.1% | 151 | -908 | -1.65% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Added to | 53,342 | 15,941 | 0.69% | 0.62% | 152 | +9,003 | 20.3% | Q1 2026 | May 08, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 53,009 | 15,841 | 1.85% | 2.15% | 153 | -181 | -0.34% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 52,865 | 15,799 | 0.48% | 0.5% | 154 | -342 | -0.64% | Q1 2026 | Apr 06, 2026 |
| Horizons Wealth Management | History | Added to | 51,595 | 15,419 | 10.11% | 10.59% | 155 | +236 | 0.46% | Q1 2026 | Apr 02, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 51,404 | 15,362 | 1.57% | 1.97% | 156 | -7,021 | -12.02% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 51,373 | 15,352 | 3.53% | 3.69% | 157 | -108 | -0.21% | Q1 2026 | Apr 10, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 51,349 | 15,345 | 2.27% | 2.81% | 158 | -7,076 | -12.11% | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 51,298 | 15,330 | 1.89% | 1.89% | 159 | +3,332 | 6.95% | Q1 2026 | Apr 23, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 50,356 | 15,048 | 2.18% | 2.26% | 160 | -150 | -0.3% | Q1 2026 | Apr 20, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 50,232 | 15,011 | 3.19% | 3.4% | 161 | -118 | -0.23% | Q1 2026 | May 04, 2026 |
| Madison Asset Management, LLC | History | Added to | 50,009 | 14,945 | 0.19% | 0.18% | 162 | +255 | 0.51% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,911 | 14,919 | 0.01% | 0.01% | 163 | -1,952 | -3.76% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,701 | 14,853 | 0.12% | 0.16% | 164 | +7,745 | 18.46% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 49,546 | 14,806 | 2.28% | 2.17% | 165 | -28 | -0.06% | Q1 2026 | May 06, 2026 |
| IF Advisors, LLC | History | Reduced | 49,091 | 14,670 | 10.37% | 13.62% | 166 | -4,158 | -7.81% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,866 | 14,603 | 0.02% | 0.02% | 167 | +1,170 | 2.45% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 48,453 | 14,482 | 0.02% | 0.01% | 168 | +10,946 | 29.18% | Q1 2026 | May 14, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 42,618 | 14,456 | 8.5% | 8.38% | 169 | -418 | -0.97% | Q1 2026 | May 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 48,276 | 14,427 | 0.37% | 0.39% | 170 | -141 | -0.29% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,955 | 14,331 | 0.05% | 0.06% | 171 | +4,785 | 11.08% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 47,767 | 14,275 | 3.24% | 3.32% | 172 | +834 | 1.78% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 47,507 | 14,197 | 0.13% | 0.01% | 173 | +45,866 | 2795.0% | Q1 2026 | May 06, 2026 |
| HEADINVEST, LLC | History | Reduced | 47,198 | 14,105 | 2.89% | 2.98% | 174 | -348 | -0.73% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 47,074 | 14,067 | 1.97% | 2.15% | 175 | -2,444 | -4.94% | Q1 2026 | May 11, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 46,014 | 13,751 | 4.03% | 4.26% | 176 | +1,109 | 2.47% | Q1 2026 | Apr 16, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 45,800 | 13,687 | 4.57% | 4.57% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 45,539 | 13,609 | 0.08% | 0.09% | 178 | +548 | 1.22% | Q1 2026 | May 05, 2026 |
| MONEYWISE, INC. | History | Reduced | 45,537 | 13,608 | 5.94% | 6.31% | 179 | -2,621 | -5.44% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 45,143 | 13,491 | 0.08% | 0.08% | 180 | +393 | 0.88% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | No change | 45,127 | 13,486 | 0.66% | 0.7% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 44,747 | 13,373 | 1.52% | 1.58% | 182 | +319 | 0.72% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,677 | 13,351 | 0.07% | 0.03% | 183 | +26,541 | 146.34% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 44,506 | 13,300 | 0.05% | 0.05% | 184 | -209 | -0.47% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 44,189 | 13,205 | 0.03% | 0.02% | 185 | +20,032 | 82.92% | Q1 2026 | May 06, 2026 |
| Destination Wealth Management | History | Reduced | 44,178 | 13,202 | 0.34% | 0.37% | 186 | -368 | -0.83% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 44,128 | 13,187 | 0.16% | 0.16% | 187 | +2,085 | 4.96% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 43,989 | 13,146 | 0.09% | 0.09% | 188 | -343 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 43,081 | 12,874 | 0.96% | 1.03% | 189 | -217 | -0.5% | Q1 2026 | May 05, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 42,561 | 12,719 | 3.78% | 3.75% | 190 | +122 | 0.29% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,027 | 12,650 | 0.12% | 0.13% | 191 | +2,188 | 5.49% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 42,287 | 12,637 | 0.03% | 0.03% | 192 | -2,457 | -5.49% | Q1 2026 | May 14, 2026 |
| Idaho Trust Co | History | Added to | 41,560 | 12,419 | 4.04% | 3.81% | 193 | +5,061 | 13.87% | Q1 2026 | May 08, 2026 |
| Capital Planning LLC | History | Added to | 40,713 | 12,167 | 3.96% | 3.23% | 194 | +4,126 | 11.28% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 40,670 | 12,154 | 0.0% | 0.0% | 195 | +20,470 | 101.34% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 38,980 | 12,104 | 0.39% | 0.4% | 196 | +2,795 | 7.72% | Q1 2026 | Apr 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 39,899 | 11,923 | 0.0% | 0.0% | 197 | -5,950 | -12.98% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 39,608 | 11,836 | 0.05% | 0.05% | 198 | +822 | 2.12% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,538 | 11,815 | 0.04% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 39,382 | 11,769 | 7.38% | 7.59% | 200 | -237 | -0.6% | Q1 2026 | Apr 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 39,166 | 11,704 | 0.02% | 0.02% | 201 | +332 | 0.85% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 37,223 | 11,618 | 0.33% | 0.36% | 202 | -300 | -0.8% | Q1 2026 | Apr 14, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 38,727 | 11,573 | 1.99% | 2.06% | 203 | +202 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 38,644 | 11,549 | 0.38% | 0.4% | 204 | -275 | -0.71% | Q1 2026 | May 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 38,602 | 11,536 | 1.78% | 1.96% | 205 | +194 | 0.51% | Q1 2026 | May 07, 2026 |
| Tarbox Family Office, Inc. | History | No change | 38,385 | 11,471 | 1.86% | 1.94% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,147 | 11,400 | 0.05% | 0.06% | 207 | -56 | -0.15% | Q1 2026 | Apr 24, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 37,639 | 11,248 | 2.29% | 2.39% | 208 | -898 | -2.33% | Q1 2026 | Apr 15, 2026 |
| Continuum Advisory, LLC | History | Added to | 37,105 | 11,088 | 1.06% | 1.16% | 209 | +243 | 0.66% | Q1 2026 | Apr 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 36,805 | 10,999 | 0.7% | 0.74% | 210 | -253 | -0.68% | Q1 2026 | Apr 14, 2026 |
| Systelligence, LLC | History | Reduced | 35,834 | 10,708 | 2.08% | 2.34% | 211 | -3,268 | -8.36% | Q1 2026 | Apr 21, 2026 |
| Gibson Capital, LLC | History | No change | 35,294 | 10,547 | 1.96% | 2.04% | 212 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apella Capital, LLC | History | Added to | 31,808 | 10,386 | 0.15% | 0.1% | 213 | +15,432 | 94.24% | Q1 2026 | Apr 20, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 31,463 | 10,343 | 3.45% | 3.29% | 214 | +220 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 34,611 | 10,343 | 0.54% | 0.48% | 215 | +124 | 0.36% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 34,081 | 10,318 | 0.12% | 0.13% | 216 | -2,451 | -6.71% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 34,317 | 10,255 | 0.85% | 0.85% | 217 | +3,564 | 11.59% | Q1 2026 | May 05, 2026 |
| Downshift Financial, LLC | History | Reduced | 31,322 | 10,222 | 5.29% | 6.44% | 218 | -2,280 | -6.79% | Q1 2026 | Apr 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 33,958 | 10,148 | 0.41% | 0.39% | 219 | -1,416 | -4.0% | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | Reduced | 33,116 | 9,896 | 0.86% | 0.94% | 220 | -1,605 | -4.62% | Q1 2026 | Apr 24, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 32,990 | 9,859 | 0.41% | 0.41% | 221 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 32,894 | 9,830 | 1.48% | 1.31% | 222 | +6,048 | 22.53% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 32,788 | 9,798 | 0.14% | 0.14% | 223 | +61 | 0.19% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,718 | 9,479 | 0.11% | 0.12% | 224 | -1,252 | -3.8% | Q1 2026 | Apr 28, 2026 |
| Balentine LLC | History | Reduced | 31,089 | 9,290 | 0.37% | 0.43% | 225 | -4,878 | -13.56% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 30,557 | 9,131 | 0.27% | 0.29% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 30,322 | 9,061 | 0.73% | 0.81% | 227 | -3,073 | -9.2% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,232 | 9,034 | 0.07% | 0.08% | 228 | +291 | 0.97% | Q1 2026 | Apr 15, 2026 |
| MAYPORT, LLC | History | Reduced | 30,098 | 8,994 | 1.67% | 1.94% | 229 | -444 | -1.45% | Q1 2026 | Apr 21, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 29,928 | 8,943 | 1.47% | 1.38% | 230 | +3,736 | 14.26% | Q1 2026 | Apr 21, 2026 |
| Ironwood Financial, llc | History | Added to | 29,583 | 8,840 | 1.54% | 1.54% | 231 | +1,221 | 4.31% | Q1 2026 | Apr 16, 2026 |
| CITY HOLDING CO | History | Added to | 29,410 | 8,788 | 1.1% | 1.01% | 232 | +3,235 | 12.36% | Q1 2026 | Apr 15, 2026 |
| NWAM LLC | History | Reduced | 29,007 | 8,668 | 0.5% | 0.52% | 233 | -591 | -2.0% | Q1 2026 | May 04, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 28,637 | 8,558 | 4.61% | 4.7% | 234 | -4 | -0.01% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 28,611 | 8,550 | 0.2% | 0.19% | 235 | +1,087 | 3.95% | Q1 2026 | May 08, 2026 |
| BLB&B Advisors, LLC | History | Added to | 28,351 | 8,472 | 0.35% | 0.21% | 236 | +12,388 | 77.6% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 27,895 | 8,336 | 0.0% | 0.0% | 237 | -556 | -1.95% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 27,757 | 8,295 | 0.53% | 0.56% | 238 | -155 | -0.56% | Q1 2026 | Apr 17, 2026 |
| Orin Green Financial, LLC | History | Reduced | 27,619 | 8,253 | 3.39% | 3.51% | 239 | -287 | -1.03% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 26,185 | 8,242 | 0.28% | 0.28% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 27,019 | 8,074 | 0.17% | 0.13% | 241 | +7,153 | 36.01% | Q1 2026 | Apr 27, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 26,882 | 8,033 | 7.85% | 8.51% | 242 | -629 | -2.29% | Q1 2026 | May 13, 2026 |
| Fairway Wealth LLC | History | Added to | 26,708 | 7,981 | 2.11% | 1.59% | 243 | +7,942 | 42.32% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | Added to | 26,567 | 7,939 | 0.23% | 0.25% | 244 | +811 | 3.15% | Q1 2026 | May 04, 2026 |
| Simmons Bank | History | Reduced | 26,540 | 7,931 | 0.53% | 0.58% | 245 | -784 | -2.87% | Q1 2026 | Apr 23, 2026 |
| CacheTech Inc. | History | Added to | 26,378 | 7,882 | 1.52% | 0.78% | 246 | +13,030 | 97.62% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 49,415 | 7,805 | 0.19% | 0.2% | 247 | +435 | 0.89% | Q1 2026 | Apr 29, 2026 |
| Sherry Group, Inc. | History | Reduced | 26,037 | 7,781 | 8.5% | 8.65% | 248 | -3 | -0.01% | Q1 2026 | May 05, 2026 |
| May Barnhard Investments LLC | History | Added to | 25,904 | 7,741 | 3.76% | 3.17% | 249 | +4,624 | 21.73% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 25,213 | 7,534 | 1.95% | 2.05% | 250 | -110 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Soundwatch Capital LLC | History | Added to | 25,175 | 7,523 | 0.95% | 1.22% | 251 | +156 | 0.62% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 24,866 | 7,431 | 1.31% | 1.37% | 252 | -3,224 | -11.48% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 24,693 | 7,379 | 0.04% | 0.04% | 253 | +247 | 1.01% | Q1 2026 | May 04, 2026 |
| Adams Wealth Management | History | Added to | 24,427 | 7,299 | 1.6% | 0.9% | 254 | +11,079 | 83.0% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Reduced | 24,392 | 7,289 | 0.11% | 0.12% | 255 | -235 | -0.95% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25,102 | 7,286 | 0.06% | — | 256 | +25,102 | New | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 24,320 | 7,268 | 0.32% | 0.24% | 257 | +8,172 | 50.61% | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 22,901 | 7,209 | 0.41% | 0.41% | 258 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 23,768 | 7,103 | 0.53% | 0.52% | 259 | +1,372 | 6.13% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,641 | 7,064 | 0.31% | 0.35% | 260 | +252 | 1.08% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 23,582 | 7,047 | 0.13% | 0.14% | 261 | -57 | -0.24% | Q1 2026 | May 11, 2026 |
| Human Investing LLC | History | Added to | 23,192 | 6,930 | 1.01% | 0.91% | 262 | +2,696 | 13.15% | Q1 2026 | May 07, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 23,006 | 6,875 | 3.04% | 3.37% | 263 | -1,053 | -4.38% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 22,944 | 6,856 | 0.47% | 0.5% | 264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 22,621 | 6,760 | 2.08% | 2.2% | 265 | -224 | -0.98% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,555 | 6,740 | 0.1% | 0.12% | 266 | +3,699 | 19.62% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 22,408 | 6,696 | 0.8% | 0.81% | 267 | +29 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,254 | 6,650 | 0.04% | 0.04% | 268 | -195 | -0.87% | Q1 2026 | May 05, 2026 |
| Prime Buchholz LLC | History | Reduced | 22,133 | 6,614 | 3.46% | 4.21% | 269 | -399 | -1.77% | Q1 2026 | May 14, 2026 |
| Kendall Capital Management | History | Added to | 22,074 | 6,596 | 1.35% | 1.45% | 270 | +5 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 21,867 | 6,534 | 0.36% | 0.36% | 271 | +195 | 0.9% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 21,856 | 6,531 | 0.13% | 0.15% | 272 | -2,049 | -8.57% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 21,488 | 6,421 | 0.08% | 0.08% | 273 | -862 | -3.86% | Q1 2026 | May 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 21,297 | 6,364 | 0.62% | 0.57% | 274 | +1,032 | 5.09% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,733 | 6,338 | 0.29% | 0.11% | 275 | -39,076 | -39.95% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 21,206 | 6,337 | 1.78% | 2.08% | 276 | -523 | -2.41% | Q1 2026 | Apr 08, 2026 |
| INTRUST BANK NA | History | Added to | 20,950 | 6,260 | 0.51% | 0.51% | 277 | +1,453 | 7.45% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 20,888 | 6,242 | 0.64% | 0.67% | 278 | -70 | -0.33% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,667 | 6,176 | 0.16% | 0.11% | 279 | +9,597 | 86.69% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,314 | 6,070 | 0.29% | 0.3% | 280 | +846 | 4.35% | Q1 2026 | Apr 28, 2026 |
| Red Wave Investments LLC | History | Reduced | 20,266 | 6,056 | 1.81% | 2.05% | 281 | -1,591 | -7.28% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 20,208 | 6,039 | 0.6% | 0.65% | 282 | -327 | -1.59% | Q1 2026 | Apr 27, 2026 |
| OneAscent Financial Services LLC | History | Added to | 20,207 | 6,038 | 0.33% | 0.03% | 283 | +19,216 | 1939.05% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,970 | 5,968 | 0.07% | 0.09% | 284 | -285 | -1.41% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 19,817 | 5,922 | 0.27% | 0.31% | 285 | -1,501 | -7.04% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 19,535 | 5,838 | 0.03% | 0.03% | 286 | +940 | 5.06% | Q1 2026 | May 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 19,146 | 5,721 | 0.62% | 0.64% | 287 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 18,676 | 5,581 | 1.48% | 1.55% | 288 | -537 | -2.79% | Q1 2026 | Apr 22, 2026 |
| Vanguard National Trust Co | History | New | 18,597 | 5,557 | 0.35% | — | 289 | +18,597 | New | Q1 2026 | May 08, 2026 |
| Bawa N Mallick Trust | History | No change | 18,500 | 5,528 | 2.26% | 2.16% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 18,352 | 5,484 | 4.92% | 6.67% | 291 | +4,036 | 28.19% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,319 | 5,474 | 0.16% | 0.2% | 292 | -1,747 | -8.71% | Q1 2026 | Apr 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 18,288 | 5,465 | 0.17% | 0.17% | 293 | -212 | -1.15% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 18,235 | 5,449 | 0.17% | 0.07% | 294 | +11,338 | 164.39% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 17,933 | 5,359 | 0.15% | 0.17% | 295 | +147 | 0.83% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 17,897 | 5,348 | 0.11% | 0.11% | 296 | +98 | 0.55% | Q1 2026 | May 15, 2026 |
| Riverview Trust Co | History | No change | 17,649 | 5,274 | 6.5% | 6.69% | 297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 17,385 | 5,195 | 1.02% | 1.21% | 298 | -896 | -4.9% | Q1 2026 | May 15, 2026 |
| Seal Cove Capital, LLC | History | No change | 17,146 | 5,124 | 4.49% | 5.04% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 17,060 | 5,098 | 0.02% | 0.02% | 300 | -1,320 | -7.18% | Q1 2026 | May 08, 2026 |