VANGUARD INDEX FUNDS - VXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,245,346 | 873,692 | 0.23% | 0.19% | 1 | +1,209,348 | 39.83% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 4,224,056 | 869,311 | 0.05% | 0.05% | 2 | +287,592 | 7.31% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,318,175 | 682,880 | 1.5% | 1.59% | 3 | -76,921 | -2.27% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,254,629 | 464,002 | 0.03% | 0.03% | 4 | +370,713 | 19.68% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,404,888 | 289,125 | 0.53% | 0.93% | 5 | +11,171 | 0.8% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 1,381,682 | 288,936 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,340,917 | 275,960 | 0.41% | 0.39% | 7 | +127,911 | 10.54% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,326,360 | 272,964 | 1.07% | — | 8 | +1,326,360 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 1,282,644 | 263,968 | 0.54% | 0.52% | 9 | +59,568 | 4.87% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 1,137,537 | 234,105 | 0.16% | 0.07% | 10 | +641,434 | 129.29% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,073,521 | 220,931 | 0.04% | 0.03% | 11 | +95,595 | 9.78% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,014,827 | 208,851 | 0.06% | 0.06% | 12 | -16,240 | -1.58% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 947,692 | 195,040 | 0.28% | 0.25% | 13 | +135,862 | 16.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 901,751 | 185,809 | 0.21% | 0.22% | 14 | -18,260 | -1.98% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 830,772 | 170,972 | 11.06% | 10.12% | 15 | +66,200 | 8.66% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 823,550 | 169,486 | 1.33% | 1.39% | 16 | -11,541 | -1.38% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 819,871 | 168,729 | 0.03% | 0.03% | 17 | +40,241 | 5.16% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 747,954 | 153,929 | 0.05% | 0.05% | 18 | -26,071 | -3.37% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 745,338 | 153,391 | 0.19% | 0.21% | 19 | -95,077 | -11.31% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 648,820 | 135,681 | 4.59% | 4.59% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 663,735 | 133,429 | 0.06% | 0.03% | 21 | +390,518 | 142.93% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 634,181 | 130,514 | 12.93% | 12.47% | 22 | +26,029 | 4.28% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | No change | 626,535 | 128,940 | 2.57% | 2.79% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 604,209 | 124,346 | 0.02% | 0.02% | 24 | -42,093 | -6.51% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 583,386 | 120,060 | 2.49% | 2.3% | 25 | +66,011 | 12.76% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 521,046 | 107,231 | 0.01% | 0.0% | 26 | +516,982 | 12721.01% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | New | 508,333 | 104,618 | 1.8% | — | 27 | +508,333 | New | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 506,078 | 104,150 | 1.93% | 1.94% | 28 | +2,962 | 0.59% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 427,043 | 87,885 | 0.23% | 0.24% | 29 | -4,824 | -1.12% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 383,095 | 78,841 | 0.11% | 0.07% | 30 | +148,884 | 63.57% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 366,330 | 75,390 | 0.86% | 0.87% | 31 | -1,254 | -0.34% | Q1 2026 | Apr 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 351,937 | 72,428 | 5.62% | 5.71% | 32 | -6,125 | -1.71% | Q1 2026 | Apr 24, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 348,657 | 71,753 | 7.73% | 7.4% | 33 | -214 | -0.06% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 340,577 | 70,129 | 0.1% | 0.11% | 34 | -8,979 | -2.57% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 340,150 | 70,007 | 0.02% | 0.02% | 35 | +3,021 | 0.9% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 329,623 | 67,834 | 0.12% | 0.13% | 36 | +12,673 | 4.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 311,752 | 64,158 | 0.04% | 0.04% | 37 | +5,219 | 1.7% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 300,848 | 62,913 | 0.02% | 0.02% | 38 | +24,178 | 8.74% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 262,048 | 53,929 | 0.06% | 0.06% | 39 | +11,383 | 4.54% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 261,338 | 53,783 | 0.03% | 0.03% | 40 | -10,793 | -3.97% | Q1 2026 | May 12, 2026 |
| Tenon Financial LLC | History | Added to | 251,213 | 51,699 | 20.31% | 20.16% | 41 | +22,532 | 9.85% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Reduced | 246,108 | 50,649 | 0.02% | 0.03% | 42 | -95,774 | -28.01% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 241,233 | 49,645 | 0.09% | 0.09% | 43 | +4,353 | 1.84% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 233,865 | 48,079 | 0.06% | — | 44 | +233,865 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 230,938 | 47,516 | 0.06% | 0.06% | 45 | +1,079 | 0.47% | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 226,755 | 46,666 | 2.94% | — | 46 | +226,755 | New | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | Added to | 226,382 | 46,589 | 1.68% | 1.7% | 47 | +5,298 | 2.4% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 220,424 | 45,363 | 0.52% | 0.56% | 48 | -16,193 | -6.84% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 213,068 | 43,849 | 0.06% | 0.07% | 49 | -23,596 | -9.97% | Q1 2026 | Apr 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 204,556 | 42,097 | 5.71% | 5.79% | 50 | +3,765 | 1.88% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 203,511 | 41,817 | 0.08% | 0.07% | 51 | +20,536 | 11.22% | Q1 2026 | May 01, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 202,679 | 41,711 | 14.01% | 13.91% | 52 | -735 | -0.36% | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 201,831 | 41,536 | 0.38% | 0.13% | 53 | +154,108 | 322.92% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 201,363 | 41,440 | 0.0% | 0.02% | 54 | -433,992 | -68.31% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 191,588 | 39,428 | 0.49% | 0.53% | 55 | -4,713 | -2.4% | Q1 2026 | May 08, 2026 |
| MAYPORT, LLC | History | Added to | 182,970 | 37,655 | 7.0% | 7.33% | 56 | +8,935 | 5.13% | Q1 2026 | Apr 21, 2026 |
| HCR Wealth Advisors | History | Added to | 181,857 | 37,426 | 3.88% | 3.69% | 57 | +3,741 | 2.1% | Q1 2026 | Apr 21, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 185,342 | 37,253 | 3.71% | 4.23% | 58 | -22,475 | -10.81% | Q1 2026 | May 12, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 168,810 | 34,741 | 1.01% | 1.04% | 59 | -1,794 | -1.05% | Q1 2026 | May 04, 2026 |
| Legacy Private Trust Co. | History | Reduced | 168,416 | 34,660 | 2.13% | 2.13% | 60 | -4,841 | -2.79% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 168,307 | 34,637 | 0.17% | 0.05% | 61 | +118,747 | 239.6% | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 165,000 | 33,957 | 3.23% | 3.24% | 62 | +4,180 | 2.6% | Q1 2026 | Apr 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 147,152 | 30,283 | 0.36% | 0.36% | 63 | +6,226 | 4.42% | Q1 2026 | May 01, 2026 |
| SlateStone Wealth, LLC | History | Added to | 145,606 | 29,966 | 2.47% | 2.34% | 64 | +11,620 | 8.67% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 144,050 | 29,645 | 0.3% | 0.31% | 65 | -124 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Firestone Capital Management | History | Added to | 138,619 | 28,527 | 5.94% | 6.11% | 66 | +808 | 0.59% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 135,801 | 27,948 | 0.09% | 0.09% | 67 | -14,056 | -9.38% | Q1 2026 | May 13, 2026 |
| FC Advisory LLC | History | Added to | 134,920 | 27,766 | 8.11% | 7.93% | 68 | +2,869 | 2.17% | Q1 2026 | Apr 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 131,719 | 27,107 | 5.68% | 5.98% | 69 | +2,683 | 2.08% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 121,490 | 25,002 | 0.28% | 0.02% | 70 | +114,776 | 1709.5% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 121,111 | 24,924 | 2.88% | 3.14% | 71 | +480 | 0.4% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 118,093 | 24,695 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 119,471 | 24,587 | 6.77% | 6.51% | 73 | +12,591 | 11.78% | Q1 2026 | Apr 23, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 117,636 | 24,209 | 6.68% | 6.57% | 74 | +4,976 | 4.42% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 116,644 | 24,006 | 0.02% | 0.02% | 75 | +2,350 | 2.06% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 115,749 | 23,821 | 0.55% | — | 76 | +115,749 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 111,836 | 23,015 | 3.22% | 2.97% | 77 | +5,181 | 4.86% | Q1 2026 | Apr 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 108,599 | 22,349 | 2.14% | 2.23% | 78 | +2,078 | 1.95% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 108,244 | 22,276 | 0.06% | 0.07% | 79 | -35,486 | -24.69% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 104,714 | 21,550 | 0.23% | — | 80 | +104,714 | New | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 101,704 | 20,945 | 1.45% | 1.63% | 81 | +11,692 | 12.99% | Q1 2026 | May 18, 2026 |
| BlackRock, Inc. | History | Added to | 99,500 | 20,477 | 0.0% | 0.0% | 82 | +9,477 | 10.53% | Q1 2026 | May 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 98,456 | 20,262 | 1.66% | 1.61% | 83 | +7,848 | 8.66% | Q1 2026 | Apr 13, 2026 |
| Fairway Wealth LLC | History | Added to | 93,344 | 19,205 | 5.07% | 5.09% | 84 | +3,139 | 3.48% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 91,725 | 18,877 | 0.09% | 0.09% | 85 | +203 | 0.22% | Q1 2026 | Apr 24, 2026 |
| BROWN ADVISORY INC | History | Reduced | 90,839 | 18,694 | 0.03% | 0.03% | 86 | -2,794 | -2.98% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 90,065 | 18,535 | 0.0% | 0.0% | 87 | +5,432 | 6.42% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 84,939 | 17,480 | 0.1% | 0.54% | 88 | -653,603 | -88.5% | Q1 2026 | Apr 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 84,225 | 17,333 | 1.3% | 1.24% | 89 | +4,308 | 5.39% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 81,180 | 16,707 | 0.03% | 0.03% | 90 | -3,351 | -3.96% | Q1 2026 | May 06, 2026 |
| Keel Point, LLC | History | No change | 79,547 | 16,634 | 1.0% | 1.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 80,792 | 16,627 | 4.99% | 4.97% | 92 | +3,714 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Prime Buchholz LLC | History | Added to | 80,119 | 16,488 | 8.62% | 5.61% | 93 | +34,909 | 77.22% | Q1 2026 | May 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 80,021 | 16,468 | 2.43% | 0.04% | 94 | +78,778 | 6337.73% | Q1 2026 | Apr 16, 2026 |
| Summit Wealth Group, LLC | History | Added to | 79,809 | 16,424 | 3.77% | 3.83% | 95 | +1,314 | 1.67% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 78,357 | 16,125 | 0.05% | 0.07% | 96 | -39,413 | -33.47% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 75,572 | 15,553 | 0.02% | 0.02% | 97 | +7,928 | 11.72% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 75,457 | 15,528 | 0.23% | 0.24% | 98 | +1,823 | 2.48% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 73,386 | 15,102 | 0.74% | 0.67% | 99 | +8,461 | 13.03% | Q1 2026 | May 04, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 73,155 | 15,055 | 1.0% | 0.88% | 100 | +6,904 | 10.42% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 73,108 | 15,045 | 0.08% | 0.08% | 101 | +6,937 | 10.48% | Q1 2026 | May 08, 2026 |
| Asio Capital, LLC | History | Added to | 72,334 | 14,886 | 2.09% | 2.02% | 102 | +3,784 | 5.52% | Q1 2026 | Apr 15, 2026 |
| Affiance Financial, LLC | History | Reduced | 70,713 | 14,552 | 2.36% | 2.71% | 103 | -9,981 | -12.37% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 69,671 | 14,338 | 5.35% | 5.36% | 104 | +3,103 | 4.66% | Q1 2026 | Apr 22, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 68,881 | 14,175 | 2.09% | 2.11% | 105 | +12 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | Added to | 68,277 | 14,051 | 0.44% | 0.38% | 106 | +29,289 | 75.12% | Q1 2026 | Apr 29, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 68,273 | 14,050 | 8.16% | 8.46% | 107 | +2,319 | 3.52% | Q1 2026 | May 12, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 68,263 | 14,048 | 6.77% | 7.12% | 108 | -740 | -1.07% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 67,691 | 13,930 | 0.07% | 0.05% | 109 | +35,996 | 113.57% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 66,000 | 13,582 | 0.01% | 0.01% | 110 | +3,576 | 5.73% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Added to | 64,060 | 13,183 | 2.24% | 2.23% | 111 | +921 | 1.46% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 64,024 | 13,176 | 0.08% | 0.1% | 112 | -16,619 | -20.61% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,597 | 12,676 | 0.05% | 0.05% | 113 | +2,033 | 3.41% | Q1 2026 | Apr 30, 2026 |
| Great Diamond Partners, LLC | History | Added to | 61,526 | 12,662 | 2.44% | 2.45% | 114 | +648 | 1.06% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 60,702 | 12,492 | 0.56% | 0.56% | 115 | -3,519 | -5.48% | Q1 2026 | May 11, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 60,454 | 12,441 | 0.73% | 0.75% | 116 | -1,183 | -1.92% | Q1 2026 | Apr 20, 2026 |
| Ballentine Partners, LLC | History | Reduced | 60,431 | 12,436 | 0.17% | 0.18% | 117 | -313 | -0.52% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,904 | 12,328 | 0.0% | 0.0% | 118 | +19,006 | 46.47% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,209 | 12,185 | 0.0% | 0.0% | 119 | +839 | 1.44% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 58,028 | 11,942 | 0.03% | 0.03% | 120 | -419 | -0.72% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 56,677 | 11,664 | 5.92% | 5.92% | 121 | +3,681 | 6.95% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 54,769 | 11,271 | 0.96% | 0.97% | 122 | -692 | -1.25% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 54,685 | 11,254 | 0.18% | 0.16% | 123 | +7,171 | 15.09% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 54,032 | 11,119 | 0.24% | 0.23% | 124 | +1,634 | 3.12% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 54,809 | 10,904 | 0.0% | 0.0% | 125 | -15 | -0.03% | Q1 2026 | May 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 51,591 | 10,617 | 4.0% | 4.06% | 126 | +148 | 0.29% | Q1 2026 | Apr 22, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 51,574 | 10,614 | 0.34% | 0.12% | 127 | +33,375 | 183.39% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 50,963 | 10,488 | 1.23% | 2.97% | 128 | -173,180 | -77.26% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,848 | 10,052 | 0.02% | 0.02% | 129 | +74 | 0.15% | Q1 2026 | May 14, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Added to | 48,453 | 9,971 | 10.85% | 12.47% | 130 | +1,885 | 4.05% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 46,202 | 9,887 | 0.28% | 0.27% | 131 | +3,481 | 8.15% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 48,028 | 9,884 | 0.6% | 0.61% | 132 | +1,253 | 2.68% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 46,258 | 9,519 | 0.14% | 0.16% | 133 | -98 | -0.21% | Q1 2026 | Apr 10, 2026 |
| SMI Advisory Services, LLC | History | Reduced | 42,610 | 8,913 | 1.47% | 1.99% | 134 | -9,989 | -18.99% | Q1 2026 | Apr 07, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 43,300 | 8,911 | 5.54% | 5.73% | 135 | -292 | -0.67% | Q1 2026 | Apr 21, 2026 |
| LAM GROUP, INC. | History | Reduced | 42,935 | 8,836 | 4.86% | 5.19% | 136 | -475 | -1.09% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Added to | 42,722 | 8,792 | 0.64% | 0.7% | 137 | +990 | 2.37% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 42,623 | 8,771 | 0.05% | 0.05% | 138 | -516 | -1.2% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 42,444 | 8,734 | 0.14% | 0.14% | 139 | +5,108 | 13.68% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 42,163 | 8,670 | 0.65% | 0.41% | 140 | +9,957 | 30.92% | Q1 2026 | May 20, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 42,005 | 8,644 | 3.15% | 2.88% | 141 | +418 | 1.01% | Q1 2026 | May 15, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 41,661 | 8,573 | 7.36% | 8.2% | 142 | -7,611 | -15.45% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 41,117 | 8,461 | 0.03% | 0.03% | 143 | +999 | 2.49% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 41,063 | 8,450 | 0.18% | 0.18% | 144 | -456 | -1.1% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 40,176 | 8,268 | 0.0% | 0.0% | 145 | +386 | 0.97% | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | Reduced | 39,586 | 8,146 | 0.73% | 0.75% | 146 | -858 | -2.12% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 39,356 | 8,099 | 0.11% | 0.01% | 147 | +36,311 | 1192.48% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,043 | 8,035 | 0.0% | 0.0% | 148 | +16,632 | 74.21% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 38,295 | 7,881 | 2.35% | 2.42% | 149 | -179 | -0.47% | Q1 2026 | May 05, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 37,527 | 7,879 | 2.06% | 2.14% | 150 | +616 | 1.67% | Q1 2026 | May 01, 2026 |
| Clarius Group, LLC | History | No change | 37,255 | 7,790 | 0.44% | 0.44% | 151 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 37,433 | 7,703 | 1.08% | 1.16% | 152 | -1,370 | -3.53% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 37,310 | 7,678 | 0.09% | 0.11% | 153 | -477 | -1.26% | Q1 2026 | Apr 23, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 36,767 | 7,644 | 1.25% | 1.27% | 154 | +26 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 36,347 | 7,478 | 0.01% | 0.02% | 155 | -20,643 | -36.22% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 36,254 | 7,461 | 0.0% | 0.0% | 156 | +15,891 | 78.04% | Q1 2026 | May 14, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 35,701 | 7,347 | 1.54% | 2.01% | 157 | +4,202 | 13.34% | Q1 2026 | Apr 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 35,531 | 7,312 | 1.27% | 1.31% | 158 | +73 | 0.21% | Q1 2026 | May 05, 2026 |
| Prospera Capital Management, LLC | History | Added to | 34,416 | 7,082 | 3.55% | 3.52% | 159 | +1,035 | 3.1% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Added to | 32,969 | 7,081 | 0.23% | 0.11% | 160 | +18,080 | 121.43% | Q1 2026 | Apr 09, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 33,920 | 6,980 | 0.03% | 0.03% | 161 | -626 | -1.81% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 33,710 | 6,937 | 0.03% | 0.04% | 162 | +405 | 1.22% | Q1 2026 | May 04, 2026 |
| Harfst & Associates, Inc. | History | Added to | 33,357 | 6,864 | 1.23% | 1.07% | 163 | +5,063 | 17.89% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 32,654 | 6,828 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,084 | 6,808 | 0.01% | 0.01% | 165 | +313 | 0.96% | Q1 2026 | Apr 27, 2026 |
| Trevian Wealth Management LLC | History | Added to | 32,953 | 6,781 | 3.35% | 3.24% | 166 | +302 | 0.92% | Q1 2026 | Apr 21, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 32,752 | 6,740 | 3.13% | 3.2% | 167 | +372 | 1.15% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 32,476 | 6,683 | 0.47% | — | 168 | +32,476 | New | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,108 | 6,607 | 0.08% | 0.08% | 169 | +1,217 | 3.94% | Q1 2026 | May 08, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 30,344 | 6,520 | 0.82% | 0.97% | 170 | -4,183 | -12.12% | Q1 2026 | Apr 20, 2026 |
| Compass Advisory Group LLC | History | Added to | 31,334 | 6,448 | 1.73% | 1.74% | 171 | +531 | 1.72% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,254 | 6,432 | 0.2% | 0.23% | 172 | -1,972 | -5.94% | Q1 2026 | May 04, 2026 |
| VICUS CAPITAL | History | Reduced | 31,114 | 6,403 | 0.47% | 0.49% | 173 | -203 | -0.65% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,973 | 6,374 | 0.0% | 0.0% | 174 | +23,761 | 329.46% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 30,672 | 6,312 | 0.33% | 0.35% | 175 | -60 | -0.2% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 30,238 | 6,223 | 0.05% | 0.05% | 176 | -983 | -3.15% | Q1 2026 | Apr 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 30,121 | 6,198 | 0.25% | 0.25% | 177 | +810 | 2.76% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 29,526 | 6,076 | 0.03% | 0.02% | 178 | +734 | 2.55% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 29,005 | 5,969 | 0.08% | 0.1% | 179 | -2,797 | -8.8% | Q1 2026 | Apr 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 28,626 | 5,891 | 0.33% | 0.34% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Echo45 Advisors LLC | History | Added to | 28,623 | 5,890 | 3.31% | 3.37% | 181 | +383 | 1.36% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,880 | 5,805 | 0.01% | 0.02% | 182 | -27,128 | -49.32% | Q1 2026 | Apr 08, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 28,135 | 5,790 | 3.78% | 3.78% | 183 | -107 | -0.38% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 27,992 | 5,760 | 0.15% | 0.0% | 184 | +27,984 | 349800.0% | Q1 2026 | May 15, 2026 |
| Eagle Capital Management, LLC | History | Reduced | 27,685 | 5,698 | 2.25% | 2.11% | 185 | -42 | -0.15% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 27,508 | 5,661 | 0.12% | 0.0% | 186 | +26,722 | 3399.75% | Q1 2026 | Apr 13, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 27,031 | 5,563 | 0.81% | 0.86% | 187 | +323 | 1.21% | Q1 2026 | May 11, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 26,802 | 5,515 | 3.99% | 3.94% | 188 | -50 | -0.19% | Q1 2026 | Apr 08, 2026 |
| Charis Legacy Partners, LLC | History | Reduced | 26,657 | 5,486 | 8.02% | 8.32% | 189 | -307 | -1.14% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 26,346 | 5,422 | 0.13% | 0.1% | 190 | +5,880 | 28.73% | Q1 2026 | May 04, 2026 |
| Security National Bank | History | Reduced | 26,306 | 5,413 | 0.79% | 0.79% | 191 | -49 | -0.19% | Q1 2026 | Apr 16, 2026 |
| Sanchez Levi Garrett | History | New | 26,071 | 5,365 | 3.36% | — | 192 | +26,071 | New | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 25,980 | 5,346 | 0.51% | 0.49% | 193 | +1,973 | 8.22% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 25,906 | 5,330 | 0.03% | 0.03% | 194 | -3,384 | -11.55% | Q1 2026 | May 15, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 25,873 | 5,324 | 3.63% | 3.47% | 195 | +934 | 3.75% | Q1 2026 | Apr 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 23,501 | 5,321 | 0.07% | 0.06% | 196 | -97 | -0.41% | Q1 2026 | May 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 25,811 | 5,311 | 0.04% | 0.04% | 197 | -2,124 | -7.6% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 25,503 | 5,248 | 0.15% | 0.33% | 198 | -29,105 | -53.3% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 24,811 | 5,106 | 0.15% | 0.18% | 199 | -3,828 | -13.37% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,750 | 5,093 | 0.06% | 0.05% | 200 | +4,962 | 25.08% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,231 | 4,986 | 0.01% | 0.01% | 201 | +8,384 | 52.91% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 23,749 | 4,968 | 0.3% | 0.3% | 202 | -208 | -0.87% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,722 | 4,881 | 0.13% | 0.13% | 203 | +186 | 0.79% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 23,627 | 4,862 | 0.12% | 0.21% | 204 | -28,924 | -55.04% | Q1 2026 | Apr 17, 2026 |
| Clifford Group, LLC | History | Reduced | 23,579 | 4,852 | 3.74% | 8.67% | 205 | -30,091 | -56.07% | Q1 2026 | May 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 23,048 | 4,743 | 1.89% | 2.0% | 206 | -615 | -2.6% | Q1 2026 | Apr 22, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 22,568 | 4,687 | 0.36% | 0.26% | 207 | +7,184 | 46.7% | Q1 2026 | May 06, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 22,560 | 4,642 | 3.81% | 4.35% | 208 | +242 | 1.08% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 22,497 | 4,629 | 0.18% | 0.19% | 209 | -2,317 | -9.34% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 22,399 | 4,609 | 0.06% | 0.06% | 210 | -578 | -2.52% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | Added to | 22,076 | 4,543 | 1.51% | 1.69% | 211 | +744 | 3.49% | Q1 2026 | Apr 24, 2026 |
| CONNABLE OFFICE INC | History | Added to | 21,898 | 4,506 | 0.44% | 0.37% | 212 | +2,718 | 14.17% | Q1 2026 | Apr 29, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 21,544 | 4,505 | 0.41% | 0.41% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 21,822 | 4,491 | 0.04% | 0.04% | 214 | +1,107 | 5.34% | Q1 2026 | May 14, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | New | 21,630 | 4,451 | 3.18% | — | 215 | +21,630 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,380 | 4,430 | 0.04% | 0.05% | 216 | +612 | 2.95% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,432 | 4,411 | 0.01% | 0.01% | 217 | -227 | -1.05% | Q1 2026 | Apr 22, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 21,172 | 4,356 | 1.44% | 2.07% | 218 | +1,438 | 7.29% | Q1 2026 | Apr 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 21,097 | 4,341 | 0.07% | 0.08% | 219 | -210 | -0.99% | Q1 2026 | May 15, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 21,042 | 4,330 | 0.92% | 0.95% | 220 | -292 | -1.37% | Q1 2026 | May 12, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 20,768 | 4,274 | 1.47% | 1.57% | 221 | -669 | -3.12% | Q1 2026 | Apr 22, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 20,568 | 4,232 | 0.91% | 0.92% | 222 | -305 | -1.46% | Q1 2026 | May 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 20,488 | 4,216 | 2.97% | 3.09% | 223 | +196 | 0.97% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 20,085 | 4,200 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 20,311 | 4,180 | 0.48% | 0.37% | 225 | +4,817 | 31.09% | Q1 2026 | May 14, 2026 |
| Vested Financial Planning, LLC | History | Added to | 19,488 | 4,010 | 3.06% | 2.87% | 226 | +1,668 | 9.36% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Reduced | 19,248 | 3,961 | 0.09% | 0.07% | 227 | -580 | -2.93% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 19,024 | 3,915 | 0.13% | 0.12% | 228 | +1,449 | 8.24% | Q1 2026 | Apr 22, 2026 |
| Wealth Group Ltd | History | Reduced | 18,847 | 3,878 | 0.88% | 0.99% | 229 | -2,353 | -11.1% | Q1 2026 | Apr 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 18,762 | 3,861 | 1.98% | 2.04% | 230 | +308 | 1.67% | Q1 2026 | May 01, 2026 |
| BCS Wealth Management | History | Reduced | 18,624 | 3,832 | 0.78% | 0.7% | 231 | -14,333 | -43.49% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 18,492 | 3,805 | 0.2% | 0.23% | 232 | -1,658 | -8.23% | Q1 2026 | May 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 18,357 | 3,777 | 0.17% | 0.17% | 233 | -255 | -1.37% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Management LLC | History | New | 18,311 | 3,768 | 0.12% | — | 234 | +18,311 | New | Q1 2026 | May 15, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 18,274 | 3,760 | 0.45% | 0.46% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 18,210 | 3,747 | 0.5% | 0.51% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,664 | 3,635 | 0.16% | 0.07% | 237 | +10,640 | 151.48% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 16,607 | 3,417 | 0.04% | 0.05% | 239 | +498 | 3.09% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 16,607 | 3,417 | 0.2% | 0.21% | 238 | -398 | -2.34% | Q1 2026 | May 14, 2026 |
| Values Added Financial LLC | History | Reduced | 16,425 | 3,380 | 1.42% | 1.45% | 240 | -38 | -0.23% | Q1 2026 | Apr 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 16,326 | 3,359 | 0.23% | 0.25% | 241 | -1,076 | -6.18% | Q1 2026 | Apr 10, 2026 |
| Jordan Park Group LLC | History | No change | 16,014 | 3,295 | 0.18% | 0.19% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 15,972 | 3,286 | 2.07% | 2.29% | 243 | -1,385 | -7.98% | Q1 2026 | Apr 07, 2026 |
| Partners in Financial Planning | History | Added to | 15,971 | 3,286 | 0.54% | 0.56% | 244 | +56 | 0.35% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,819 | 3,255 | 0.02% | 0.03% | 245 | +753 | 5.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15,755 | 3,242 | 2.57% | 2.61% | 246 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Xena Financial Planning, LLC | History | Added to | 15,514 | 3,196 | 3.61% | 3.8% | 247 | +55 | 0.36% | Q1 2026 | Apr 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,450 | 3,179 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,392 | 3,167 | 0.03% | 0.09% | 249 | -42,753 | -73.53% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | No change | 15,375 | 3,164 | 0.13% | 0.12% | 250 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 15,241 | 3,136 | 0.11% | 0.12% | 251 | -844 | -5.25% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 15,199 | 3,128 | 0.36% | 0.38% | 252 | -1,192 | -7.27% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 15,128 | 3,113 | 0.33% | 0.35% | 253 | -452 | -2.9% | Q1 2026 | May 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 14,665 | 3,018 | 1.04% | 1.04% | 254 | +308 | 2.15% | Q1 2026 | Apr 08, 2026 |
| Stembrook Asset Management, LLC | History | Added to | 14,572 | 2,998 | 2.94% | 2.85% | 256 | +123 | 0.85% | Q1 2026 | May 13, 2026 |
| Fullerton Advisors, LLC | History | Reduced | 14,571 | 2,998 | 3.1% | 3.05% | 255 | -32 | -0.22% | Q1 2026 | Apr 21, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 14,509 | 2,985 | 0.01% | 0.09% | 257 | -81,949 | -84.96% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Reduced | 14,472 | 2,978 | 1.33% | 1.41% | 258 | -608 | -4.03% | Q1 2026 | Apr 28, 2026 |
| Roundview Capital LLC | History | Reduced | 14,238 | 2,930 | 0.18% | 0.19% | 259 | -432 | -2.94% | Q1 2026 | May 08, 2026 |
| LM Advisors LLC | History | Added to | 600 | 2,916 | 0.05% | 0.04% | 260 | +100 | 20.0% | Q1 2026 | May 13, 2026 |
| Single Point Partners, LLC | History | Added to | 13,986 | 2,878 | 0.57% | 0.58% | 261 | +2 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Five Pine Wealth Management | History | Added to | 13,948 | 2,870 | 1.78% | 1.63% | 262 | +1,800 | 14.82% | Q1 2026 | Apr 16, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 13,890 | 2,858 | 2.16% | 2.21% | 263 | +38 | 0.27% | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 13,852 | 2,850 | 0.12% | 0.85% | 264 | -100,717 | -87.91% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 13,440 | 2,765 | 0.05% | 0.05% | 265 | +70 | 0.52% | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, llc | History | Reduced | 13,416 | 2,761 | 1.53% | 3.42% | 266 | -8,597 | -39.05% | Q1 2026 | May 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 13,378 | 2,753 | 0.26% | 0.28% | 267 | -723 | -5.13% | Q1 2026 | May 13, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 13,307 | 2,738 | 4.94% | 3.46% | 268 | +3,885 | 41.23% | Q1 2026 | Apr 23, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 13,267 | 2,730 | 0.7% | 0.77% | 269 | -216 | -1.6% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,234 | 2,723 | 0.0% | 0.0% | 270 | -2,356 | -15.11% | Q1 2026 | May 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 13,205 | 2,717 | 0.25% | 0.27% | 271 | -170 | -1.27% | Q1 2026 | Apr 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 13,110 | 2,698 | 0.02% | 0.02% | 272 | -175 | -1.32% | Q1 2026 | May 11, 2026 |
| Alpha Zero LLC | History | Added to | 12,942 | 2,663 | 1.35% | 1.4% | 273 | +670 | 5.46% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,848 | 2,644 | 0.37% | 0.43% | 274 | +220 | 1.74% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | No change | 12,826 | 2,639 | 0.23% | 0.21% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 12,764 | 2,626 | 0.67% | 0.67% | 276 | +264 | 2.11% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 12,734 | 2,620 | 0.01% | 0.01% | 277 | -6,261 | -32.96% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,728 | 2,619 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 12,703 | 2,614 | 0.05% | 0.05% | 279 | -259 | -2.0% | Q1 2026 | May 13, 2026 |
| Coastline Trust Co | History | No change | 12,651 | 2,603 | 0.26% | 0.25% | 280 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Argent Trust Co | History | Added to | 12,533 | 2,579 | 0.09% | 0.09% | 281 | +200 | 1.62% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,503 | 2,573 | 0.08% | 0.09% | 282 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 12,468 | 2,565 | 1.01% | 0.68% | 283 | +4,173 | 50.31% | Q1 2026 | Apr 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 12,455 | 2,563 | 0.14% | 0.15% | 284 | +113 | 0.92% | Q1 2026 | May 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 12,208 | 2,512 | 0.24% | 0.25% | 285 | -501 | -3.94% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,017 | 2,473 | 0.01% | 0.01% | 286 | +1,063 | 9.7% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,876 | 2,444 | 0.14% | 0.14% | 287 | +498 | 4.38% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Reduced | 11,862 | 2,441 | 0.0% | 0.01% | 288 | -1,169 | -8.97% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,626 | 2,392 | 0.09% | 0.11% | 289 | -10 | -0.09% | Q1 2026 | May 19, 2026 |
| Hills Bank & Trust Co | History | Reduced | 11,610 | 2,389 | 0.12% | 0.15% | 290 | -338 | -2.83% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 11,605 | 2,388 | 0.08% | 0.08% | 291 | +1,267 | 12.26% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Added to | 11,580 | 2,383 | 0.01% | 0.0% | 292 | +1,707 | 17.29% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 11,394 | 2,344 | 0.95% | 0.97% | 293 | -466 | -3.93% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11,356 | 2,337 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,167 | 2,333 | 0.02% | 0.01% | 295 | +1,501 | 15.53% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,315 | 2,328 | 0.03% | 0.03% | 296 | -903 | -7.39% | Q1 2026 | Apr 20, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 11,151 | 2,294 | 2.14% | — | 297 | +11,151 | New | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | No change | 11,135 | 2,291 | 0.32% | 0.34% | 298 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | No change | 10,991 | 2,261 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 10,926 | 2,248 | 0.01% | — | 300 | +10,926 | New | Q1 2026 | May 14, 2026 |