VANGUARD WORLD FUND - ESGV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 3,606,850 | 436,284 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,700,074 | 415,407 | 1.63% | — | 2 | +3,700,074 | New | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,790,108 | 200,975 | 0.44% | 0.43% | 3 | +214,530 | 13.62% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 1,680,325 | 188,650 | 0.01% | 0.01% | 4 | -387 | -0.02% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,457,828 | 163,670 | 0.11% | 0.12% | 5 | +113,383 | 8.43% | Q1 2026 | May 12, 2026 |
| VISA FOUNDATION | History | No change | 1,172,735 | 131,662 | 100.0% | 100.0% | 6 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Reduced | 692,530 | 77,750 | 5.65% | 6.09% | 7 | -1,635 | -0.24% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 664,581 | 74,612 | 0.02% | 0.02% | 8 | +2,995 | 0.45% | Q1 2026 | May 14, 2026 |
| Verde Capital Management | History | Reduced | 607,144 | 68,164 | 14.58% | 15.69% | 9 | -1,265 | -0.21% | Q1 2026 | Apr 17, 2026 |
| Betterment LLC | History | Added to | 605,053 | 67,929 | 0.13% | 0.12% | 10 | +71,372 | 13.37% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 577,767 | 64,865 | 0.0% | 0.0% | 11 | +12,370 | 2.19% | Q1 2026 | May 15, 2026 |
| Stanich Group LLC | History | Added to | 527,621 | 59,236 | 45.15% | 46.35% | 12 | +19,498 | 3.84% | Q1 2026 | Apr 15, 2026 |
| IMPACTfolio, LLC | History | Reduced | 499,729 | 56,104 | 23.84% | 25.94% | 13 | -10,956 | -2.15% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 459,249 | 51,560 | 0.01% | 0.01% | 14 | +3,193 | 0.7% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 413,715 | 51,557 | 0.77% | 0.58% | 15 | +169,130 | 69.15% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 428,716 | 48,131 | 0.08% | 0.08% | 16 | +14,936 | 3.61% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 390,533 | 43,845 | 0.46% | 0.5% | 17 | -2,316 | -0.59% | Q1 2026 | May 11, 2026 |
| Crewe Advisors LLC | History | Added to | 364,577 | 40,931 | 3.49% | 3.45% | 18 | +42,169 | 13.08% | Q1 2026 | May 07, 2026 |
| Facet Wealth, Inc. | History | Reduced | 359,353 | 40,344 | 0.7% | 0.81% | 19 | -13,815 | -3.7% | Q1 2026 | May 07, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 347,214 | 38,981 | 30.01% | 35.93% | 20 | -54,780 | -13.63% | Q1 2026 | Apr 09, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 335,411 | 37,656 | 14.84% | 15.31% | 21 | +11,292 | 3.48% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 290,397 | 32,602 | 0.33% | 0.35% | 22 | +5,841 | 2.05% | Q1 2026 | Apr 13, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 272,951 | 30,644 | 2.99% | 3.17% | 23 | -30 | -0.01% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 260,516 | 29,248 | 0.01% | 0.01% | 24 | +2,600 | 1.01% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 265,787 | 28,957 | 0.01% | 0.02% | 25 | +36,744 | 16.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 257,097 | 28,864 | 0.0% | 0.01% | 26 | -8,414 | -3.17% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 255,105 | 28,635 | 0.01% | 0.01% | 27 | -4,362 | -1.68% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 246,655 | 27,691 | 0.0% | 0.0% | 28 | -57,344 | -18.86% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 243,177 | 27,301 | 0.01% | 0.01% | 29 | -1,601 | -0.65% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 240,775 | 27,031 | 0.01% | 0.01% | 30 | +57,419 | 31.32% | Q1 2026 | May 04, 2026 |
| Garde Capital, Inc. | History | Added to | 237,746 | 26,691 | 1.6% | 1.66% | 31 | +6,038 | 2.61% | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 227,855 | 25,581 | 2.94% | 3.15% | 32 | +11,439 | 5.29% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Reduced | 227,103 | 25,496 | 0.04% | 0.04% | 33 | -579 | -0.25% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 212,729 | 23,883 | 0.38% | 0.39% | 34 | +12,614 | 6.3% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 202,272 | 22,709 | 6.61% | 7.32% | 35 | -93 | -0.05% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 190,194 | 21,353 | 0.01% | 0.01% | 36 | +693 | 0.37% | Q1 2026 | May 13, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 186,640 | 20,954 | 1.41% | 1.4% | 37 | +13,765 | 7.96% | Q1 2026 | Apr 28, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 185,257 | 20,798 | 6.58% | 6.91% | 38 | -571 | -0.31% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 183,625 | 20,615 | 1.63% | 1.66% | 39 | +5,819 | 3.27% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 178,322 | 20,020 | 0.02% | 0.02% | 40 | +28,984 | 19.41% | Q1 2026 | May 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 173,348 | 19,461 | 0.4% | 0.4% | 41 | +10,232 | 6.27% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 171,091 | 19,208 | 0.46% | 0.53% | 42 | +281 | 0.16% | Q1 2026 | May 15, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 166,585 | 18,702 | 6.5% | 7.26% | 43 | -8,113 | -4.64% | Q1 2026 | May 01, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 163,900 | 18,401 | 0.2% | 0.21% | 44 | +7,395 | 4.73% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 163,408 | 18,345 | 0.02% | 0.02% | 45 | -10,451 | -6.01% | Q1 2026 | May 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 160,397 | 18,007 | 2.73% | 2.78% | 46 | +8,332 | 5.48% | Q1 2026 | Apr 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 155,652 | 17,475 | 5.59% | 5.94% | 47 | +7,841 | 5.3% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 153,339 | 17,215 | 0.02% | 0.03% | 48 | -5,295 | -3.34% | Q1 2026 | Apr 27, 2026 |
| Human Investing LLC | History | Added to | 151,472 | 17,005 | 2.48% | 2.49% | 49 | +5,569 | 3.82% | Q1 2026 | May 07, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 148,097 | 16,626 | 10.8% | 11.52% | 50 | +483 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 138,135 | 15,508 | 0.33% | 0.34% | 51 | +10,246 | 8.01% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 136,319 | 15,386 | 0.02% | 0.02% | 52 | +4,550 | 3.45% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 135,900 | 15,257 | 0.37% | 0.39% | 53 | -16,665 | -10.92% | Q1 2026 | May 11, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 130,513 | 14,652 | 1.2% | 1.26% | 54 | +4,908 | 3.91% | Q1 2026 | May 06, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 128,550 | 14,432 | 10.75% | 12.04% | 55 | +3,000 | 2.39% | Q1 2026 | Apr 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 123,311 | 13,844 | 0.07% | 0.08% | 56 | +32,168 | 35.29% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 120,791 | 13,561 | 0.19% | 0.21% | 57 | -2,126 | -1.73% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 114,352 | 12,838 | 0.03% | 0.04% | 58 | +2,584 | 2.31% | Q1 2026 | Apr 30, 2026 |
| One Day In July LLC | History | Added to | 111,749 | 12,546 | 1.0% | 1.05% | 59 | +6,222 | 5.9% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 106,695 | 11,978 | 0.01% | 0.01% | 60 | +3,392 | 3.28% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 98,416 | 11,904 | 0.4% | 0.4% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farrell Financial LLC | History | Reduced | 98,723 | 11,083 | 6.62% | 7.13% | 62 | -1,198 | -1.2% | Q1 2026 | Apr 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 92,957 | 10,436 | 0.05% | 0.05% | 63 | +738 | 0.8% | Q1 2026 | May 15, 2026 |
| Prime Buchholz LLC | History | Reduced | 92,675 | 10,404 | 5.44% | 12.46% | 64 | -80,773 | -46.57% | Q1 2026 | May 14, 2026 |
| Sanchez Levi Garrett | History | New | 90,921 | 10,207 | 6.4% | — | 65 | +90,921 | New | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 87,266 | 9,797 | 0.21% | 0.23% | 66 | +5,180 | 6.31% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 86,626 | 9,673 | 0.01% | — | 67 | +86,626 | New | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 83,124 | 9,332 | 0.03% | 0.03% | 68 | +2,966 | 3.7% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 81,227 | 9,119 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 79,172 | 8,963 | 1.47% | 1.58% | 70 | +47 | 0.06% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 78,747 | 8,840 | 0.01% | 0.01% | 71 | +1,884 | 2.45% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 77,095 | 8,655 | 0.99% | 1.13% | 72 | -4,293 | -5.27% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 74,580 | 8,373 | 0.0% | 0.0% | 73 | -7,488 | -9.12% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 71,250 | 7,999 | 0.32% | 0.33% | 74 | +1,753 | 2.52% | Q1 2026 | Apr 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 69,148 | 7,763 | 0.78% | 0.85% | 75 | -311 | -0.45% | Q1 2026 | Apr 30, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 68,571 | 7,698 | 6.87% | 7.23% | 76 | +2,343 | 3.54% | Q1 2026 | Apr 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 66,700 | 7,488 | 0.13% | 0.15% | 77 | +46 | 0.07% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65,169 | 7,318 | 0.01% | 0.01% | 78 | -6,385 | -8.92% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 63,621 | 7,138 | 0.04% | 0.05% | 79 | +172 | 0.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 63,865 | 6,934 | 0.0% | 0.0% | 80 | -9,867 | -13.38% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 61,496 | 6,904 | 0.0% | 0.0% | 81 | +14,034 | 29.57% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 60,627 | 6,806 | 0.01% | 0.01% | 82 | +633 | 1.06% | Q1 2026 | May 13, 2026 |
| BSW Wealth Partners | History | Reduced | 59,600 | 6,691 | 0.82% | 0.87% | 83 | -502 | -0.84% | Q1 2026 | Apr 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 59,166 | 6,642 | 0.01% | 0.01% | 84 | +3,127 | 5.58% | Q1 2026 | May 14, 2026 |
| Pearl Planning LLC | History | Added to | 58,628 | 6,582 | 3.52% | 4.21% | 85 | +1,668 | 2.93% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 51,103 | 6,436 | 0.08% | 0.05% | 86 | +18,390 | 56.22% | Q1 2026 | May 06, 2026 |
| LIBRA WEALTH LLC | History | Added to | 53,524 | 6,009 | 1.69% | 1.8% | 87 | +392 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Paragon Capital Management Ltd | History | Added to | 52,609 | 5,906 | 1.24% | 1.08% | 88 | +7,870 | 17.59% | Q1 2026 | Apr 15, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 52,582 | 5,903 | 0.46% | 0.49% | 89 | -395 | -0.75% | Q1 2026 | Apr 24, 2026 |
| EQ LLC | History | Reduced | 50,323 | 5,649 | 1.59% | 1.89% | 90 | -3,755 | -6.94% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 47,595 | 5,343 | 0.97% | 1.0% | 91 | +388 | 0.82% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,207 | 5,300 | 0.03% | 0.04% | 92 | -979 | -2.03% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 46,703 | 5,243 | 0.01% | 0.01% | 93 | -295 | -0.63% | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 46,652 | 5,238 | 2.04% | 1.93% | 94 | +5,513 | 13.4% | Q1 2026 | May 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 46,625 | 5,234 | 0.73% | 0.76% | 95 | +1,332 | 2.94% | Q1 2026 | May 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 46,487 | 5,219 | 0.44% | 0.46% | 96 | +1,179 | 2.6% | Q1 2026 | Apr 20, 2026 |
| Banco Santander, S.A. | History | Added to | 43,500 | 4,883 | 0.04% | 0.03% | 97 | +6,200 | 16.62% | Q1 2026 | May 08, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 43,089 | 4,837 | 3.16% | 3.28% | 98 | +662 | 1.56% | Q1 2026 | May 08, 2026 |
| Soundwatch Capital LLC | History | Added to | 39,098 | 4,389 | 0.55% | 0.72% | 99 | +489 | 1.27% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,116 | 4,373 | 0.01% | 0.01% | 100 | +1,524 | 4.05% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 38,914 | 4,368 | 0.76% | 0.81% | 101 | +1,349 | 3.59% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 38,453 | 4,317 | 0.13% | 0.14% | 102 | -916 | -2.33% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | Added to | 37,613 | 4,222 | 0.18% | 0.18% | 103 | +2,036 | 5.72% | Q1 2026 | Apr 29, 2026 |
| PFG Investments, LLC | History | Added to | 36,984 | 4,152 | 0.19% | 0.21% | 104 | +88 | 0.24% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,783 | 4,129 | 0.06% | 0.08% | 105 | +4,422 | 13.66% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 36,500 | 4,097 | 0.47% | 0.52% | 106 | +2,077 | 6.03% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,826 | 4,058 | 0.04% | 0.05% | 107 | +547 | 1.55% | Q1 2026 | Apr 07, 2026 |
| Ashford Advisors, LLC | History | Reduced | 35,896 | 4,030 | 0.94% | 4.51% | 108 | -134,347 | -78.91% | Q1 2026 | May 05, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 35,631 | 4,000 | 1.58% | 1.62% | 109 | -654 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Brooklyn FI, LLC | History | Reduced | 35,296 | 3,962 | 0.83% | 0.92% | 110 | -266 | -0.75% | Q1 2026 | May 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 34,352 | 3,856 | 2.28% | 2.47% | 111 | +25,837 | 303.43% | Q1 2026 | Apr 16, 2026 |
| FIRST HORIZON CORP | History | No change | 33,939 | 3,810 | 0.16% | 0.18% | 112 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 33,699 | 3,783 | 0.02% | 0.02% | 113 | +1,502 | 4.67% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,127 | 3,719 | 0.01% | 0.01% | 114 | -750 | -2.21% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 32,844 | 3,687 | 0.05% | 0.05% | 115 | +3,394 | 11.52% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 32,790 | 3,681 | 0.01% | 0.01% | 116 | -745 | -2.22% | Q1 2026 | May 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 32,300 | 3,626 | 1.37% | 1.47% | 117 | -490 | -1.49% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | Reduced | 32,249 | 3,620 | 0.53% | 0.58% | 118 | -69 | -0.21% | Q1 2026 | Apr 14, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,635 | 3,551 | 0.22% | 0.25% | 119 | -100 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Reduced | 30,308 | 3,402 | 0.05% | 0.05% | 120 | -1 | -0.0% | Q1 2026 | May 14, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 30,132 | 3,382 | 1.66% | 2.02% | 121 | -266 | -0.88% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,977 | 3,365 | 0.04% | 0.04% | 122 | +1,510 | 5.3% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 29,933 | 3,360 | 0.21% | — | 123 | +29,933 | New | Q1 2026 | May 08, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 29,379 | 3,298 | 2.61% | 2.67% | 124 | +1,931 | 7.04% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | Added to | 29,300 | 3,289 | 0.03% | 0.03% | 125 | +337 | 1.16% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Reduced | 28,585 | 3,258 | 0.04% | 0.04% | 126 | -21 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 28,106 | 3,155 | 0.04% | 0.04% | 127 | -954 | -3.28% | Q1 2026 | May 06, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 28,036 | 3,147 | 1.74% | 2.34% | 128 | +2,064 | 7.95% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 27,043 | 3,036 | 0.19% | 0.21% | 129 | -916 | -3.28% | Q1 2026 | Apr 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 26,882 | 3,018 | 0.42% | 0.46% | 130 | -319 | -1.17% | Q1 2026 | Apr 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 26,069 | 2,926 | 1.0% | 2.21% | 131 | -19,607 | -42.93% | Q1 2026 | May 14, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 25,860 | 2,903 | 1.25% | 2.35% | 132 | -22,163 | -46.15% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 25,388 | 2,850 | 0.0% | 0.0% | 133 | +2,226 | 9.61% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,201 | 2,829 | 0.0% | 0.0% | 134 | +634 | 2.58% | Q1 2026 | May 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 25,198 | 2,828 | 1.46% | 1.58% | 135 | -1,536 | -5.75% | Q1 2026 | May 06, 2026 |
| CGN Advisors LLC | History | Added to | 25,152 | 2,823 | 0.22% | 0.23% | 136 | +1,583 | 6.72% | Q1 2026 | Apr 13, 2026 |
| Wealth Group Ltd | History | Added to | 25,119 | 2,820 | 0.64% | 0.65% | 137 | +973 | 4.03% | Q1 2026 | Apr 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 24,882 | 2,793 | 0.03% | 0.03% | 138 | -63 | -0.25% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 24,828 | 2,787 | 0.06% | 0.08% | 139 | -7,904 | -24.15% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,662 | 2,768 | 0.02% | 0.02% | 140 | +74 | 0.3% | Q1 2026 | Apr 30, 2026 |
| DAVIS R M INC | History | Reduced | 24,177 | 2,714 | 0.05% | 0.05% | 141 | -457 | -1.86% | Q1 2026 | May 13, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 23,710 | 2,661 | 0.39% | 0.4% | 142 | -450 | -1.86% | Q1 2026 | Apr 23, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 22,661 | 2,544 | 1.69% | 1.68% | 143 | +763 | 3.48% | Q1 2026 | Apr 21, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 22,492 | 2,525 | 0.41% | 0.45% | 144 | +99 | 0.44% | Q1 2026 | Apr 21, 2026 |
| ATMOS ADVISORY, LLC | History | Reduced | 22,406 | 2,515 | 1.43% | 1.69% | 145 | -1,647 | -6.85% | Q1 2026 | Apr 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,061 | 2,501 | 0.01% | 0.0% | 146 | -5,087 | -18.74% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,188 | 2,491 | 0.01% | 0.02% | 147 | -2,551 | -10.31% | Q1 2026 | May 14, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 21,867 | 2,455 | 0.38% | 0.35% | 148 | +981 | 4.7% | Q1 2026 | May 06, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 20,283 | 2,453 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 21,556 | 2,420 | 2.01% | 2.11% | 150 | +631 | 3.02% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,821 | 2,337 | 0.04% | 0.05% | 151 | +12 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 20,535 | 2,305 | 1.17% | 12.32% | 152 | -164,608 | -88.91% | Q1 2026 | May 04, 2026 |
| MAYPORT, LLC | History | No change | 20,328 | 2,282 | 0.42% | 0.5% | 153 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,186 | 2,266 | 0.0% | 0.0% | 154 | +514 | 2.61% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,997 | 2,245 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 19,620 | 2,202 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 19,524 | 2,191 | 0.34% | 0.34% | 157 | +1,550 | 8.62% | Q1 2026 | Apr 17, 2026 |
| Wedmont Private Capital | History | Reduced | 18,566 | 2,177 | 0.07% | 0.08% | 158 | -593 | -3.1% | Q1 2026 | Apr 09, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 19,382 | 2,176 | 1.15% | 1.3% | 159 | +6 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Glenview Trust Co | History | Added to | 19,297 | 2,166 | 0.03% | 0.03% | 160 | +845 | 4.58% | Q1 2026 | May 08, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 19,193 | 2,154 | 0.49% | 0.56% | 161 | -622 | -3.14% | Q1 2026 | May 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,904 | 2,122 | 0.2% | 0.21% | 162 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| West Financial Advisors, LLC | History | Reduced | 18,660 | 2,094 | 0.36% | 0.38% | 163 | -58 | -0.31% | Q1 2026 | Apr 08, 2026 |
| EQUITABLE TRUST CO | History | No change | 18,528 | 2,080 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 17,890 | 2,008 | 0.0% | 0.0% | 165 | +11,640 | 186.24% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 17,563 | 2,002 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 17,526 | 1,967 | 0.16% | 0.18% | 167 | +628 | 3.72% | Q1 2026 | May 05, 2026 |
| Arjuna Capital | History | Added to | 17,475 | 1,961 | 0.5% | 0.51% | 168 | +120 | 0.69% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Reduced | 17,442 | 1,958 | 0.43% | 0.47% | 169 | -35 | -0.2% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,353 | 1,948 | 0.03% | 0.08% | 170 | -17,033 | -49.53% | Q1 2026 | May 07, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 17,094 | 1,919 | 0.03% | 0.04% | 172 | -7,455 | -30.37% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 17,094 | 1,919 | 0.1% | 0.11% | 171 | -804 | -4.49% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,424 | 1,865 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 16,465 | 1,848 | 0.88% | 0.96% | 174 | +144 | 0.88% | Q1 2026 | May 05, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 16,418 | 1,843 | 0.64% | 0.67% | 175 | -92 | -0.56% | Q1 2026 | Apr 20, 2026 |
| WealthCollab, LLC | History | Added to | 16,380 | 1,838 | 0.76% | 0.8% | 176 | +127 | 0.78% | Q1 2026 | May 13, 2026 |
| Northland Capital Management LLC | History | Reduced | 16,349 | 1,835 | 1.0% | 1.12% | 177 | -168 | -1.02% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,234 | 1,822 | 0.03% | 0.02% | 178 | +6,684 | 69.99% | Q1 2026 | Apr 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 16,000 | 1,796 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farnam Financial LLC | History | Reduced | 15,619 | 1,753 | 1.44% | 1.52% | 180 | -1,102 | -6.59% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | No change | 15,562 | 1,747 | 0.02% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 15,418 | 1,730 | 0.0% | 0.01% | 182 | -40,509 | -72.43% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 15,370 | 1,725 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,312 | 1,719 | 0.0% | 0.0% | 184 | +252 | 1.67% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 15,124 | 1,697 | 0.05% | 0.05% | 185 | -533 | -3.4% | Q1 2026 | Apr 28, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 13,594 | 1,694 | 0.5% | 0.51% | 186 | +96 | 0.71% | Q1 2026 | Apr 30, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 15,026 | 1,686 | 0.73% | 0.74% | 187 | +1,542 | 11.44% | Q1 2026 | May 01, 2026 |
| Wealth Analytics Partners, LLC | History | Reduced | 15,025 | 1,686 | 0.69% | 0.71% | 188 | -54 | -0.36% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 14,967 | 1,680 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Financial Planning, Inc. | History | New | 21,237 | 1,679 | 0.98% | — | 190 | +21,237 | New | Q1 2026 | May 14, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 14,032 | 1,654 | 0.34% | 0.35% | 191 | +924 | 7.05% | Q1 2026 | Apr 15, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 14,553 | 1,633 | 0.87% | 0.98% | 192 | +38 | 0.26% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | Added to | 14,491 | 1,629 | 0.07% | 0.08% | 193 | +99 | 0.69% | Q1 2026 | May 08, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 14,452 | 1,622 | 0.2% | 0.24% | 194 | -1,484 | -9.31% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,309 | 1,606 | 0.01% | 0.01% | 195 | +183 | 1.3% | Q1 2026 | May 05, 2026 |
| Burkett Asset Management Ltd | History | No change | 14,250 | 1,599 | 1.58% | 1.74% | 196 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,159 | 1,589 | 0.01% | 0.02% | 198 | -3,661 | -20.54% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 14,158 | 1,589 | 0.04% | 0.03% | 197 | +1,522 | 12.04% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 14,148 | 1,588 | 0.01% | 0.01% | 199 | +4,402 | 45.17% | Q1 2026 | May 04, 2026 |
| Values Added Financial LLC | History | Added to | 14,115 | 1,584 | 0.67% | 0.72% | 200 | +6 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 13,968 | 1,568 | 0.27% | 0.3% | 201 | +235 | 1.71% | Q1 2026 | Apr 08, 2026 |
| Rock Point Advisors, LLC | History | Added to | 13,765 | 1,545 | 0.42% | 0.4% | 202 | +565 | 4.28% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 13,755 | 1,544 | 0.89% | 0.91% | 203 | -52 | -0.38% | Q1 2026 | May 15, 2026 |
| Weil Company, Inc. | History | Added to | 13,745 | 1,543 | 0.35% | 0.38% | 204 | +3 | 0.02% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 13,492 | 1,514 | 0.0% | 0.0% | 205 | +167 | 1.25% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 13,119 | 1,472 | 0.05% | 0.05% | 206 | +295 | 2.3% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,351 | 1,467 | 0.1% | 0.1% | 207 | +17 | 0.15% | Q1 2026 | May 12, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,933 | 1,451 | 0.14% | 0.14% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ervin Investment Management, LLC | History | Added to | 12,828 | 1,440 | 0.84% | 0.8% | 209 | +957 | 8.06% | Q1 2026 | Apr 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,706 | 1,426 | 0.01% | 0.0% | 210 | +11,765 | 1250.27% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 12,610 | 1,415 | 0.04% | 0.04% | 211 | -116 | -0.91% | Q1 2026 | May 14, 2026 |
| McLean Asset Management Corp | History | Added to | 12,589 | 1,413 | 0.25% | 0.24% | 212 | +1,389 | 12.4% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 12,580 | 1,412 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 12,543 | 1,408 | 0.57% | 0.6% | 214 | -59 | -0.47% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,386 | 1,391 | 0.0% | 0.0% | 215 | -54 | -0.43% | Q1 2026 | May 01, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 12,372 | 1,389 | 0.42% | 0.46% | 216 | -15 | -0.12% | Q1 2026 | Apr 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 12,362 | 1,387 | 0.25% | 0.27% | 217 | -98 | -0.79% | Q1 2026 | Apr 29, 2026 |
| Napier Financial, LLC | History | Reduced | 12,292 | 1,380 | 0.32% | 0.4% | 218 | -838 | -6.38% | Q1 2026 | May 05, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 12,252 | 1,375 | 0.26% | 0.18% | 219 | +4,647 | 61.1% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 12,251 | 1,375 | 0.53% | 0.71% | 220 | +32 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,084 | 1,356 | 0.0% | 0.01% | 221 | +633 | 5.53% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 11,783 | 1,322 | 0.04% | 0.04% | 222 | -795 | -6.32% | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 11,420 | 1,282 | 0.17% | 0.18% | 223 | +210 | 1.87% | Q1 2026 | Apr 28, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 11,416 | 1,281 | 0.9% | 0.96% | 224 | +267 | 2.39% | Q1 2026 | May 13, 2026 |
| Bell Bank | History | Added to | 11,241 | 1,262 | 0.05% | 0.03% | 225 | +5,994 | 114.24% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 11,153 | 1,252 | 0.1% | 0.1% | 226 | -128 | -1.13% | Q1 2026 | Apr 17, 2026 |
| Chemistry Wealth Management LLC | History | No change | 10,827 | 1,215 | 0.21% | 0.24% | 227 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 10,803 | 1,212 | 0.13% | 0.15% | 229 | -450 | -4.0% | Q1 2026 | May 12, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 10,803 | 1,212 | 0.09% | 0.09% | 228 | +90 | 0.84% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | No change | 9,735 | 1,179 | 0.16% | 0.23% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,461 | 1,173 | 0.01% | 0.02% | 231 | -358 | -3.31% | Q1 2026 | May 13, 2026 |
| Brickley Wealth Management | History | Reduced | 10,408 | 1,168 | 0.2% | 0.22% | 232 | -462 | -4.25% | Q1 2026 | May 04, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 10,202 | 1,145 | 0.85% | 0.84% | 233 | +945 | 10.21% | Q1 2026 | Apr 20, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 10,093 | 1,133 | 0.33% | 0.32% | 234 | +1,447 | 16.74% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 10,027 | 1,125 | 0.04% | 0.04% | 235 | -811 | -7.48% | Q1 2026 | May 15, 2026 |
| Xena Financial Planning, LLC | History | Reduced | 9,950 | 1,117 | 1.26% | 1.42% | 236 | -44 | -0.44% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,853 | 1,106 | 0.01% | 0.01% | 237 | +1,159 | 13.33% | Q1 2026 | Apr 28, 2026 |
| Townsend Financial Planning, LLC | History | No change | 9,847 | 1,105 | 1.07% | 1.19% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 9,813 | 1,101 | 0.03% | 0.04% | 239 | +337 | 3.56% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 9,756 | 1,095 | 0.0% | 0.0% | 240 | +1,581 | 19.34% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,379 | 1,090 | 0.02% | 0.02% | 241 | +37 | 0.44% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,660 | 1,084 | 0.01% | 0.01% | 242 | -153 | -1.56% | Q1 2026 | May 07, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 9,614 | 1,079 | 1.13% | 1.14% | 243 | +435 | 4.74% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 9,514 | 1,068 | 0.0% | 0.0% | 244 | +9,018 | 1818.15% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 9,437 | 1,059 | 0.02% | 0.02% | 246 | -7 | -0.07% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 9,436 | 1,059 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearview Wealth Advisors LLC | History | No change | 8,758 | 1,059 | 0.67% | 0.67% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GGM Financial LLC | History | New | 9,429 | 1,058 | 0.49% | — | 248 | +9,429 | New | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9,407 | 1,056 | 0.13% | 0.14% | 249 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,391 | 1,054 | 0.01% | 0.01% | 250 | -1,096 | -10.45% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 9,370 | 1,051 | 0.01% | 0.01% | 251 | +537 | 6.08% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | No change | 9,364 | 1,051 | 0.47% | 0.51% | 252 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ANB BANK | History | Reduced | 9,327 | 1,047 | 0.42% | 0.47% | 253 | -523 | -5.31% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,269 | 1,041 | 0.03% | 0.04% | 254 | -781 | -7.77% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,253 | 1,038 | 0.01% | 0.01% | 255 | +337 | 3.78% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | No change | 9,130 | 1,025 | 0.06% | 0.07% | 256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 9,041 | 1,015 | 0.05% | 0.05% | 257 | -128 | -1.4% | Q1 2026 | May 05, 2026 |
| IFG Advisors, LLC | History | Added to | 8,996 | 1,009 | 0.17% | 0.12% | 258 | +3,021 | 50.56% | Q1 2026 | Apr 09, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,936 | 1,003 | 0.79% | 0.88% | 259 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 8,920 | 1,001 | 0.02% | 0.02% | 260 | -308 | -3.34% | Q1 2026 | May 11, 2026 |
| SFM, LLC | History | Added to | 8,895 | 998 | 0.6% | 0.63% | 261 | +6 | 0.07% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,872 | 996 | 0.03% | 0.03% | 262 | +186 | 2.14% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,856 | 994 | 0.0% | 0.0% | 263 | -83 | -0.93% | Q1 2026 | May 15, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 8,834 | 991 | 0.14% | 0.13% | 264 | +870 | 10.92% | Q1 2026 | May 07, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 8,774 | 985 | 0.17% | 0.19% | 265 | +389 | 4.64% | Q1 2026 | Apr 17, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,128 | 983 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| My Personal CFO, LLC | History | Reduced | 8,696 | 976 | 0.43% | 0.47% | 267 | -602 | -6.47% | Q1 2026 | Apr 21, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 8,624 | 968 | 0.21% | 0.23% | 268 | -86 | -0.99% | Q1 2026 | Apr 30, 2026 |
| TRUEFG, LLC | History | Reduced | 8,424 | 945 | 0.25% | 0.28% | 269 | -199 | -2.31% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 8,402 | 943 | 0.28% | 0.32% | 270 | -118 | -1.38% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,360 | 939 | 0.0% | 0.0% | 271 | -1,132 | -11.93% | Q1 2026 | Apr 22, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 8,302 | 932 | 0.51% | 0.43% | 272 | +1,797 | 27.62% | Q1 2026 | May 07, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 8,124 | 912 | 0.61% | 0.59% | 273 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,512 | 908 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 8,080 | 907 | 0.0% | 0.0% | 275 | -1,574 | -16.3% | Q1 2026 | Apr 30, 2026 |
| Brooklyn Investment Group | History | Reduced | 7,958 | 893 | 0.03% | 0.05% | 276 | -1,018 | -11.34% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,914 | 888 | 0.01% | 0.01% | 277 | -222 | -2.73% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 7,907 | 887 | 0.01% | 0.01% | 278 | -245 | -3.01% | Q1 2026 | May 01, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 7,863 | 882 | 0.27% | 0.28% | 279 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Midwest Trust Co | History | No change | 7,827 | 878 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 7,803 | 876 | 0.19% | 0.2% | 281 | -67 | -0.85% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,715 | 866 | 0.06% | 0.07% | 282 | +56 | 0.73% | Q1 2026 | May 15, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 7,681 | 862 | 0.5% | 0.52% | 283 | +169 | 2.25% | Q1 2026 | Apr 29, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 7,613 | 854 | 0.06% | 0.03% | 284 | +3,913 | 105.76% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 7,590 | 852 | 0.08% | 0.08% | 285 | +43 | 0.57% | Q1 2026 | May 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 7,547 | 847 | 0.18% | 0.21% | 286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 7,530 | 845 | 0.26% | 0.28% | 287 | +19 | 0.25% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,130 | 835 | 0.01% | 0.01% | 288 | -619 | -7.99% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 7,358 | 826 | 0.04% | 0.04% | 289 | +19 | 0.26% | Q1 2026 | Apr 30, 2026 |
| PECAUT & CO. | History | Reduced | 7,347 | 824 | 0.27% | 0.33% | 290 | -1,048 | -12.48% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | Reduced | 7,312 | 820 | 0.21% | 0.27% | 291 | -1,018 | -12.22% | Q1 2026 | May 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,950 | 819 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 7,250 | 813 | 0.08% | 0.08% | 293 | +307 | 4.42% | Q1 2026 | Apr 27, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 7,239 | 812 | 0.2% | 0.21% | 294 | +206 | 2.93% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,159 | 803 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Truepoint, Inc. | History | Added to | 7,098 | 796 | 0.02% | 0.02% | 296 | +37 | 0.52% | Q1 2026 | May 08, 2026 |
| AlTi Global, Inc. | History | No change | 7,083 | 795 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,056 | 792 | 0.0% | 0.0% | 298 | -183 | -2.53% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | Added to | 7,019 | 788 | 0.47% | 0.34% | 299 | +2,258 | 47.43% | Q1 2026 | Apr 30, 2026 |
| AAF Wealth Management, LLC | History | New | 6,797 | 763 | 0.31% | — | 301 | +6,797 | New | Q1 2026 | May 08, 2026 |