VANGUARD WORLD FUND - MGC
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 | Reduced | 3,397,153 | 802,917 | 0.21% | 0.37% | 1 | -1,562,250 | -31.5% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,561,792 | 369,129 | 0.03% | 0.03% | 2 | +5,869 | 0.38% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 744,342 | 175,925 | 1.49% | 1.53% | 3 | +40,113 | 5.7% | Q1 2026 | May 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 647,882 | 153,126 | 1.3% | 1.34% | 4 | -12,487 | -1.89% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 594,745 | 140,568 | 0.01% | 0.01% | 5 | +24 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 584,233 | 138,083 | 0.03% | 0.03% | 6 | -6,542 | -1.11% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 504,340 | 119,200 | 4.89% | 5.23% | 7 | +3,787 | 0.76% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 465,645 | 110,055 | 0.03% | 0.03% | 8 | -21,205 | -4.36% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 464,591 | 109,806 | 0.02% | 0.02% | 9 | -15,775 | -3.28% | Q1 2026 | May 05, 2026 |
| Cadence Bank | History | No change | 434,553 | 109,146 | 6.39% | 6.39% | 10 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Procyon Advisors, LLC | History | Reduced | 440,098 | 104,017 | 5.1% | 5.63% | 11 | -13,969 | -3.08% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 437,692 | 103,448 | 0.06% | 0.06% | 12 | +4,105 | 0.95% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 436,080 | 103,067 | 0.57% | 0.0% | 13 | +434,625 | 29871.13% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 387,323 | 91,386 | 0.02% | 0.03% | 14 | -82,760 | -17.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 349,156 | 82,523 | 0.03% | 0.03% | 15 | -93,132 | -21.06% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 291,972 | 69,007 | 0.07% | 0.08% | 16 | -2,871 | -0.97% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 279,551 | 66,071 | 0.04% | 0.04% | 17 | +46,400 | 19.9% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Reduced | 217,337 | 56,368 | 0.84% | 1.2% | 18 | -23,754 | -9.85% | Q1 2026 | Apr 20, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 201,789 | 51,742 | 4.64% | 4.71% | 19 | +152 | 0.08% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 215,518 | 50,937 | 12.15% | 12.67% | 20 | +1,264 | 0.59% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 200,200 | 47,317 | 0.04% | — | 21 | +200,200 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 192,302 | 45,448 | 0.08% | 0.1% | 22 | -17,845 | -8.49% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 182,215 | 43,067 | 0.01% | 0.01% | 23 | -17,208 | -8.63% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 176,092 | 41,619 | 0.06% | 0.05% | 24 | +12,495 | 7.64% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 175,411 | 41,458 | 0.79% | 0.89% | 25 | -12,745 | -6.77% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 173,908 | 41,103 | 0.06% | 0.07% | 26 | -30,300 | -14.84% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 158,132 | 37,374 | 0.17% | 0.12% | 27 | -5,214 | -3.19% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 153,969 | 36,390 | 0.06% | 0.07% | 28 | +2,716 | 1.8% | Q1 2026 | May 14, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 151,958 | 35,915 | 9.89% | 9.96% | 29 | +15,704 | 11.53% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 151,943 | 35,911 | 0.31% | 0.32% | 30 | -24,088 | -13.68% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Reduced | 143,204 | 33,846 | 0.93% | 1.33% | 31 | -32,764 | -18.62% | Q1 2026 | May 12, 2026 |
| ProVise Management Group, LLC | History | Added to | 135,976 | 32,137 | 2.31% | 2.4% | 32 | +1,565 | 1.16% | Q1 2026 | May 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 132,573 | 31,333 | 0.51% | 0.56% | 33 | +24,837 | 23.05% | Q1 2026 | Apr 21, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 112,098 | 26,494 | 2.89% | 2.99% | 34 | -1,000 | -0.88% | Q1 2026 | May 05, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 92,902 | 22,818 | 4.34% | 4.51% | 35 | +2,369 | 2.62% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 95,220 | 21,834 | 0.0% | 0.01% | 36 | -382,983 | -80.09% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 89,419 | 21,134 | 0.37% | 0.38% | 37 | +3,661 | 4.27% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 89,130 | 21,065 | 0.31% | 0.33% | 38 | +3,750 | 4.39% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 87,330 | 20,641 | 0.05% | 0.06% | 39 | +2,683 | 3.17% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 85,175 | 20,139 | 0.03% | 0.04% | 40 | -13,397 | -13.59% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 80,666 | 19,065 | 0.59% | 0.66% | 41 | -2,469 | -2.97% | Q1 2026 | Apr 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 69,845 | 17,542 | 1.36% | 1.36% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 69,634 | 16,458 | 4.92% | 5.25% | 43 | +95 | 0.14% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 68,035 | 16,080 | 0.01% | 0.01% | 44 | +612 | 0.91% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 67,491 | 15,951 | 0.19% | 0.2% | 45 | -397 | -0.58% | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 65,046 | 15,373 | 0.93% | 0.93% | 46 | +2,105 | 3.34% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 62,988 | 14,887 | 0.08% | 0.12% | 47 | -6,486 | -9.34% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 63,687 | 14,652 | 0.01% | 0.01% | 48 | +5,683 | 9.8% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 60,470 | 14,416 | 0.03% | 0.03% | 49 | -31,950 | -34.57% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 59,521 | 14,068 | 5.24% | 5.03% | 50 | +6,134 | 11.49% | Q1 2026 | Apr 13, 2026 |
| HB Wealth Management, LLC | History | No change | 59,355 | 14,028 | 0.09% | 0.1% | 51 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advantage, Inc. | History | Added to | 59,014 | 13,948 | 1.82% | 1.97% | 52 | +955 | 1.64% | Q1 2026 | Apr 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 58,822 | 13,902 | 0.33% | 0.33% | 53 | +325 | 0.56% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | No change | 58,067 | 13,724 | 0.27% | 0.29% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 56,507 | 13,355 | 0.0% | 0.0% | 55 | -44,518 | -44.07% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 49,829 | 12,515 | 0.75% | 0.75% | 56 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 48,927 | 11,564 | 0.03% | 0.05% | 57 | -38,770 | -44.21% | Q1 2026 | Apr 22, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 48,088 | 11,365 | 3.1% | 3.09% | 58 | +567 | 1.19% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 47,241 | 11,165 | 3.19% | 3.39% | 59 | +1,160 | 2.52% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 47,180 | 11,150 | 0.02% | 0.02% | 60 | -970 | -2.01% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,449 | 10,978 | 0.04% | 0.04% | 61 | +8,322 | 21.83% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,422 | 10,735 | 0.25% | 0.27% | 62 | +1,869 | 4.29% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | Reduced | 44,917 | 10,616 | 2.06% | 2.36% | 63 | -4,518 | -9.14% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 44,727 | 10,571 | 1.47% | 1.53% | 64 | +1,038 | 2.38% | Q1 2026 | Apr 24, 2026 |
| STEPH & CO | History | Added to | 44,202 | 10,447 | 2.98% | 2.78% | 65 | +5,763 | 14.99% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 42,450 | 10,032 | 0.0% | 0.0% | 66 | +486 | 1.16% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 40,657 | 9,609 | 6.02% | 6.1% | 67 | +762 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Security Financial Services, INC. | History | No change | 37,917 | 9,523 | 1.5% | 1.5% | 68 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 39,735 | 9,391 | 4.47% | 8.07% | 69 | -49,698 | -55.57% | Q1 2026 | Apr 27, 2026 |
| Destination Wealth Management | History | Reduced | 38,564 | 9,114 | 0.24% | 0.25% | 70 | -144 | -0.37% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 37,786 | 8,930 | 1.5% | 1.55% | 71 | -70 | -0.18% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 36,963 | 8,736 | 1.26% | 1.38% | 72 | -453 | -1.21% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 35,871 | 8,478 | 0.61% | 0.71% | 73 | -7,717 | -17.7% | Q1 2026 | Apr 16, 2026 |
| MA Private Wealth | History | Reduced | 35,810 | 8,463 | 1.43% | 3.01% | 74 | -36,104 | -50.2% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 35,717 | 8,441 | 0.01% | 0.01% | 75 | +1,112 | 3.21% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 35,526 | 8,396 | 1.0% | 1.1% | 76 | -859 | -2.36% | Q1 2026 | Apr 17, 2026 |
| Segment Wealth Management, LLC | History | Added to | 35,106 | 8,297 | 0.49% | 0.51% | 77 | +102 | 0.29% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,493 | 8,152 | 0.02% | 0.02% | 78 | +5,331 | 18.28% | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 33,536 | 7,926 | 0.06% | 0.07% | 79 | -835 | -2.43% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 31,214 | 7,377 | 0.0% | 0.0% | 80 | -589 | -1.85% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 30,509 | 7,210 | 0.01% | 0.01% | 81 | +222 | 0.73% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 30,391 | 7,182 | 2.06% | 2.34% | 82 | -2,087 | -6.43% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,952 | 7,079 | 0.11% | 0.05% | 83 | +16,971 | 130.74% | Q1 2026 | Apr 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 29,478 | 6,967 | 0.5% | 0.52% | 84 | +606 | 2.1% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 29,405 | 6,949 | 1.66% | 2.24% | 85 | -3,436 | -10.46% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 28,541 | 6,745 | 0.08% | 0.1% | 86 | -1,304 | -4.37% | Q1 2026 | May 08, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 26,402 | 6,631 | 1.93% | 1.93% | 87 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,987 | 6,614 | 0.0% | 0.0% | 88 | +11,467 | 69.41% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 27,893 | 6,592 | 0.0% | 0.0% | 89 | -5,207 | -15.73% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 27,609 | 6,525 | 0.01% | 0.02% | 90 | -3,103 | -10.1% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 27,156 | 6,418 | 0.1% | 2.01% | 91 | -457,985 | -94.4% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 26,668 | 6,336 | 0.01% | 0.0% | 92 | +16,255 | 156.1% | Q1 2026 | May 15, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 25,555 | 6,324 | 0.8% | 0.98% | 93 | -3,499 | -12.04% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,970 | 6,138 | 0.13% | 0.15% | 94 | -86 | -0.33% | Q1 2026 | Apr 13, 2026 |
| Diversified Trust Co | History | Reduced | 24,547 | 5,801 | 0.11% | 0.13% | 95 | -4,345 | -15.04% | Q1 2026 | Apr 16, 2026 |
| Jump Financial, LLC | History | Reduced | 24,462 | 5,781 | 0.08% | 0.15% | 96 | -23,904 | -49.42% | Q1 2026 | May 14, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 23,904 | 5,649 | 4.24% | 4.35% | 97 | +1,158 | 5.09% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Reduced | 23,644 | 5,588 | 0.19% | 0.22% | 98 | -151 | -0.63% | Q1 2026 | May 06, 2026 |
| FDx Advisors, Inc. | History | Reduced | 23,506 | 5,556 | 1.77% | 3.19% | 99 | -1,392 | -5.59% | Q1 2026 | May 01, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 23,221 | 5,488 | 0.48% | — | 100 | +23,221 | New | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 22,960 | 5,426 | 0.25% | 0.26% | 101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,939 | 5,421 | 0.03% | 0.1% | 102 | -49,357 | -68.27% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 21,774 | 5,146 | 0.01% | — | 103 | +21,774 | New | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | No change | 20,280 | 4,793 | 0.49% | 0.47% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Crews Bank & Trust | History | Added to | 19,740 | 4,665 | 0.68% | 0.62% | 105 | +2,445 | 14.14% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,630 | 4,639 | 0.02% | 0.02% | 106 | -1,236 | -5.92% | Q1 2026 | Apr 24, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 20,182 | 4,628 | 1.54% | 1.69% | 107 | -236 | -1.16% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 19,549 | 4,620 | 0.03% | 0.08% | 108 | -24,721 | -55.84% | Q1 2026 | Apr 14, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 18,811 | 4,446 | 0.46% | 0.45% | 109 | +454 | 2.47% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,810 | 4,445 | 0.0% | 0.0% | 110 | +12,645 | 205.11% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 16,344 | 4,293 | 0.34% | 0.31% | 111 | +1,911 | 13.24% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,927 | 4,237 | 0.05% | 0.06% | 112 | -179 | -0.99% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 16,731 | 4,202 | 0.0% | 0.0% | 113 | -194 | -1.15% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 17,625 | 4,165 | 0.0% | 0.01% | 114 | -1,334 | -7.04% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,014 | 4,021 | 0.06% | 0.04% | 115 | +8,792 | 106.93% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 16,571 | 3,915 | 0.02% | 0.02% | 116 | -531 | -3.1% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,548 | 3,911 | 0.0% | 0.0% | 117 | -175 | -1.05% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,532 | 3,907 | 0.01% | 0.0% | 118 | +13,277 | 407.9% | Q1 2026 | May 15, 2026 |
| David Kennon Inc | History | Added to | 16,333 | 3,860 | 1.38% | 1.07% | 119 | +4,386 | 36.71% | Q1 2026 | Apr 28, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 16,133 | 3,813 | 2.26% | 2.44% | 120 | +5,767 | 55.63% | Q1 2026 | Apr 16, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 15,660 | 3,701 | 0.02% | 0.03% | 121 | -8,010 | -33.84% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 15,128 | 3,575 | 0.23% | 0.24% | 122 | +3 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 14,933 | 3,529 | 3.24% | 3.76% | 123 | -1,005 | -6.31% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 14,663 | 3,465 | 0.04% | 0.03% | 124 | +3,168 | 27.56% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Reduced | 14,479 | 3,421 | 0.18% | 0.18% | 125 | -2,410 | -14.27% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 13,935 | 3,293 | 0.49% | 0.51% | 126 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Reduced | 13,878 | 3,280 | 0.24% | 0.26% | 127 | -252 | -1.78% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 13,851 | 3,273 | 0.04% | 0.04% | 128 | -620 | -4.28% | Q1 2026 | May 01, 2026 |
| HF Advisory Group, LLC | History | Reduced | 13,633 | 3,222 | 1.1% | 1.21% | 129 | -183 | -1.32% | Q1 2026 | Apr 21, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 13,460 | 3,181 | 3.12% | 3.43% | 130 | +375 | 2.87% | Q1 2026 | May 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,376 | 3,161 | 0.06% | 0.06% | 131 | -240 | -1.76% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,042 | 3,082 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 11,571 | 3,065 | 0.69% | 0.69% | 133 | +281 | 2.49% | Q1 2026 | May 08, 2026 |
| SNS Financial Group, LLC | History | Reduced | 12,528 | 2,960 | 0.26% | 0.27% | 134 | -31 | -0.25% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | Added to | 12,461 | 2,945 | 0.26% | 0.22% | 135 | +2,637 | 26.84% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 12,308 | 2,908 | 0.01% | 0.02% | 136 | +325 | 2.71% | Q1 2026 | May 04, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 12,230 | 2,890 | 0.75% | 0.95% | 137 | -1,333 | -9.83% | Q1 2026 | May 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 12,225 | 2,889 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,155 | 2,873 | 0.02% | 0.03% | 139 | -457 | -3.62% | Q1 2026 | Apr 07, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 11,963 | 2,827 | 0.38% | 0.42% | 140 | -289 | -2.36% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,941 | 2,822 | 0.01% | 0.01% | 141 | +1,832 | 18.12% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,930 | 2,819 | 0.03% | 0.19% | 142 | -55,180 | -82.22% | Q1 2026 | Apr 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 11,818 | 2,793 | 1.67% | 1.52% | 143 | -223 | -1.85% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Added to | 11,326 | 2,676 | 0.01% | 0.01% | 144 | +3,868 | 51.86% | Q1 2026 | May 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 11,181 | 2,642 | 0.44% | — | 145 | +11,181 | New | Q1 2026 | Apr 16, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 10,787 | 2,549 | 2.66% | 2.71% | 146 | +224 | 2.12% | Q1 2026 | May 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 10,452 | 2,470 | 0.31% | 0.13% | 147 | +6,479 | 163.08% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 10,126 | 2,393 | 0.03% | 0.03% | 148 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | Added to | 10,119 | 2,391 | 1.19% | 1.14% | 149 | +991 | 10.86% | Q1 2026 | Apr 30, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 10,065 | 2,378 | 0.21% | 0.23% | 150 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VANGUARD GROUP INC | History | No change | 9,374 | 2,354 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Virtu Financial LLC | History | Added to | 9,885 | 2,336 | 0.1% | 0.05% | 152 | +4,882 | 97.58% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,774 | 2,310 | 0.01% | 0.02% | 153 | -865 | -8.13% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,657 | 2,282 | 0.0% | 0.0% | 154 | -6,787 | -41.27% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,526 | 2,236 | 0.0% | 0.07% | 155 | -152,053 | -94.1% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,424 | 2,227 | 0.08% | 0.08% | 156 | +52 | 0.55% | Q1 2026 | Apr 07, 2026 |
| Hardy Reed LLC | History | No change | 9,400 | 2,221 | 0.16% | 0.17% | 157 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Brooklyn FI, LLC | History | Added to | 9,090 | 2,148 | 0.45% | 0.35% | 158 | +2,637 | 40.86% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 8,956 | 2,116 | 0.13% | 0.14% | 159 | -251 | -2.73% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Reduced | 8,778 | 2,074 | 0.04% | 0.08% | 160 | -2,631 | -23.06% | Q1 2026 | May 15, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 8,734 | 2,064 | 0.69% | 0.74% | 161 | -119 | -1.34% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 8,722 | 2,061 | 0.0% | 0.0% | 162 | +2,022 | 30.18% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,718 | 2,060 | 0.11% | 0.11% | 163 | +39 | 0.45% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,692 | 2,054 | 0.0% | 0.0% | 164 | -3,340 | -27.76% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,634 | 2,040 | 0.0% | 0.0% | 165 | +4,972 | 135.77% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 8,540 | 2,018 | 0.24% | 0.27% | 166 | +13 | 0.15% | Q1 2026 | May 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 8,521 | 2,014 | 0.24% | 0.3% | 167 | -950 | -10.03% | Q1 2026 | Apr 20, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 8,496 | 2,008 | 1.53% | 3.9% | 168 | -12,178 | -58.9% | Q1 2026 | May 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 8,413 | 1,988 | 0.06% | 0.06% | 169 | -10 | -0.12% | Q1 2026 | Apr 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 8,188 | 1,935 | 0.06% | 0.06% | 170 | +82 | 1.01% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,127 | 1,920 | 0.03% | 0.03% | 171 | +1,099 | 15.64% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 7,801 | 1,843 | 0.22% | 1.55% | 172 | -37,627 | -82.83% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,696 | 1,818 | 0.05% | 0.01% | 173 | +6,579 | 588.99% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,495 | 1,771 | 0.06% | 0.11% | 174 | -5,692 | -43.16% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 7,418 | 1,753 | 0.03% | 0.03% | 175 | +92 | 1.26% | Q1 2026 | Apr 27, 2026 |
| Royal Fund Management, LLC | History | Added to | 7,038 | 1,668 | 0.16% | 0.15% | 176 | +526 | 8.08% | Q1 2026 | May 19, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 7,056 | 1,667 | 0.88% | 0.9% | 177 | -21 | -0.3% | Q1 2026 | Apr 28, 2026 |
| Bawa N Mallick Trust | History | No change | 6,999 | 1,654 | 0.68% | 0.65% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,990 | 1,652 | 0.05% | 0.06% | 179 | +2 | 0.03% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 6,854 | 1,619 | 0.1% | — | 180 | +6,854 | New | Q1 2026 | May 08, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 6,725 | 1,589 | 0.36% | 0.38% | 181 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 6,652 | 1,572 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,564 | 1,551 | 0.06% | 0.07% | 183 | -947 | -12.61% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 6,505 | 1,537 | 0.03% | 0.02% | 184 | +820 | 14.42% | Q1 2026 | Apr 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 6,310 | 1,491 | 0.98% | 1.01% | 185 | +266 | 4.4% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,265 | 1,480 | 0.02% | 0.03% | 186 | -4,466 | -41.62% | Q1 2026 | Apr 20, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,202 | 1,465 | 0.17% | 0.19% | 187 | -215 | -3.35% | Q1 2026 | Apr 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 6,159 | 1,455 | 0.18% | 0.18% | 188 | +527 | 9.36% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 6,159 | 1,455 | 0.11% | 0.12% | 189 | +418 | 7.28% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 6,107 | 1,443 | 0.06% | 0.05% | 190 | -42 | -0.68% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,003 | 1,418 | 0.01% | 0.01% | 192 | -1,354 | -18.4% | Q1 2026 | May 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,000 | 1,418 | 0.33% | 0.35% | 191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 5,834 | 1,378 | 0.73% | 0.76% | 193 | +423 | 7.82% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,708 | 1,349 | 0.01% | 0.01% | 194 | +793 | 16.13% | Q1 2026 | May 05, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 5,569 | 1,316 | 0.89% | 0.93% | 195 | +151 | 2.79% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 5,553 | 1,312 | 0.03% | 0.03% | 196 | +52 | 0.95% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,465 | 1,291 | 0.01% | 0.02% | 197 | +32 | 0.59% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,449 | 1,287 | 0.01% | 0.01% | 198 | -4,773 | -46.69% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,355 | 1,265 | 0.1% | 0.39% | 199 | -13,901 | -72.19% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,257 | 1,242 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LongView Wealth Management | History | Reduced | 4,790 | 1,213 | 0.3% | 0.3% | 201 | -59 | -1.22% | Q1 2026 | Apr 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,999 | 1,181 | 0.15% | 0.17% | 202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,705 | 1,181 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Breakwater Investment Management | History | Reduced | 4,905 | 1,159 | 0.43% | 0.53% | 204 | -905 | -15.58% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 4,875 | 1,152 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 4,844 | 1,144 | 0.0% | 0.01% | 206 | -397 | -7.57% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,749 | 1,122 | 0.94% | 1.02% | 207 | +15 | 0.32% | Q1 2026 | Apr 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 4,723 | 1,116 | 0.77% | 0.76% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,694 | 1,109 | 0.08% | 0.09% | 209 | -115 | -2.39% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,668 | 1,103 | 0.01% | 0.0% | 210 | +1,376 | 41.8% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 4,387 | 1,101 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Linscomb Wealth, Inc. | History | New | 4,599 | 1,086 | 0.05% | — | 212 | +4,599 | New | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | No change | 4,570 | 1,080 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 4,517 | 1,067 | 0.02% | 0.02% | 214 | -622 | -12.1% | Q1 2026 | May 12, 2026 |
| MKT Advisors LLC | History | Reduced | 4,440 | 1,064 | 0.36% | 0.4% | 215 | -166 | -3.6% | Q1 2026 | Apr 10, 2026 |
| AMG National Trust Bank | History | No change | 4,485 | 1,060 | 0.02% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 4,477 | 1,058 | 0.0% | 0.0% | 217 | -1,543 | -25.63% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 4,396 | 1,038 | 0.02% | — | 218 | +4,396 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 3,977 | 1,036 | 0.02% | 0.05% | 219 | -334 | -7.75% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,350 | 1,028 | 0.03% | — | 220 | +4,350 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,200 | 992 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,117 | 972 | 0.07% | 0.07% | 222 | +60 | 1.48% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,208 | 965 | 0.03% | 0.04% | 223 | -9 | -0.21% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 4,076 | 963 | 0.08% | 0.09% | 224 | -158 | -3.73% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,925 | 927 | 0.02% | 0.02% | 225 | -170 | -4.15% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 3,833 | 906 | 0.01% | — | 226 | +3,833 | New | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | New | 3,760 | 888 | 0.01% | — | 227 | +3,760 | New | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,737 | 883 | 0.04% | 0.05% | 228 | -94 | -2.45% | Q1 2026 | May 04, 2026 |
| West Financial Advisors, LLC | History | No change | 3,730 | 881 | 0.15% | 0.16% | 229 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,654 | 863 | 0.08% | 0.08% | 230 | -12 | -0.33% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,649 | 862 | 0.01% | 0.01% | 231 | -35 | -0.95% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 3,417 | 858 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 3,621 | 855 | 0.09% | 0.1% | 233 | -538 | -12.94% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 3,600 | 850 | 0.04% | 0.06% | 234 | -550 | -13.25% | Q1 2026 | Apr 15, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,525 | 833 | 0.23% | 0.24% | 235 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,518 | 831 | 0.21% | 0.23% | 236 | -80 | -2.22% | Q1 2026 | Apr 09, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,510 | 829 | 0.1% | 0.1% | 237 | +22 | 0.63% | Q1 2026 | Apr 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,471 | 820 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospect Financial Group LLC | History | No change | 3,444 | 813 | 0.75% | 0.8% | 239 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 3,426 | 809 | 0.38% | 0.41% | 240 | +23 | 0.68% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,411 | 806 | 0.01% | 0.01% | 242 | +722 | 26.85% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,413 | 806 | 0.02% | 0.02% | 241 | -463 | -11.95% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,327 | 786 | 0.41% | 0.53% | 243 | +47 | 1.43% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,322 | 785 | 0.02% | 0.01% | 244 | +1,337 | 67.36% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 3,310 | 782 | 0.16% | 0.12% | 245 | +1,034 | 45.43% | Q1 2026 | May 01, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 3,286 | 776 | 0.15% | 2.47% | 246 | -47,072 | -93.47% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,247 | 767 | 0.0% | 0.0% | 247 | +116 | 3.7% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 3,238 | 765 | 0.04% | 0.04% | 248 | -3 | -0.09% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,200 | 756 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 3,195 | 755 | 0.39% | 0.44% | 250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,977 | 747 | 0.0% | 0.0% | 251 | +229 | 8.33% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 3,160 | 746 | 0.05% | 0.06% | 252 | -263 | -7.68% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 3,144 | 743 | 0.01% | 0.01% | 253 | +8 | 0.26% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,105 | 733 | 0.08% | 0.08% | 254 | +93 | 3.09% | Q1 2026 | May 04, 2026 |
| Embree Financial Group | History | Reduced | 3,049 | 720 | 0.08% | 0.09% | 255 | -3 | -0.1% | Q1 2026 | Apr 23, 2026 |
| VANGUARD ADVISERS INC | History | New | 3,038 | 717 | 0.0% | — | 256 | +3,038 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,992 | 707 | 0.0% | 0.0% | 257 | +812 | 37.25% | Q1 2026 | May 01, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 2,936 | 694 | 0.07% | 0.08% | 258 | +8 | 0.27% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,932 | 693 | 0.04% | 0.05% | 259 | -284 | -8.83% | Q1 2026 | Apr 09, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,910 | 687 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 2,864 | 676 | 0.02% | 0.03% | 261 | -595 | -17.2% | Q1 2026 | May 11, 2026 |
| Family Office Research LLC | History | Added to | 2,852 | 673 | 0.29% | 0.29% | 262 | +9 | 0.32% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,843 | 671 | 0.03% | — | 263 | +2,843 | New | Q1 2026 | Apr 28, 2026 |
| Optivise Advisory Services LLC | History | Added to | 2,835 | 669 | 0.41% | 0.41% | 264 | +24 | 0.85% | Q1 2026 | Apr 15, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 2,812 | 664 | 0.25% | 0.27% | 265 | +5 | 0.18% | Q1 2026 | Apr 20, 2026 |
| Front Row Advisors LLC | History | No change | 2,800 | 661 | 0.22% | 0.23% | 266 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,791 | 659 | 0.01% | 0.01% | 267 | -142 | -4.84% | Q1 2026 | May 08, 2026 |
| Greenline Partners, LLC | History | No change | 2,784 | 657 | 0.07% | 0.08% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| West Wealth Group, LLC | History | Reduced | 2,765 | 653 | 0.13% | 5.4% | 269 | -100,961 | -97.33% | Q1 2026 | May 11, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 2,739 | 647 | 0.8% | 0.85% | 270 | -78 | -2.77% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 2,721 | 643 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 2,662 | 629 | 0.03% | 0.03% | 272 | -296 | -10.01% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | Reduced | 2,526 | 616 | 0.28% | 0.36% | 273 | -619 | -19.68% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,599 | 614 | 0.04% | 0.05% | 274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,576 | 609 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pathway Financial Advisors LLC | History | No change | 2,555 | 609 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | No change | 2,547 | 601 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,526 | 597 | 0.01% | 0.01% | 278 | +836 | 49.47% | Q1 2026 | Apr 15, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 2,515 | 594 | 0.5% | 0.56% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Planning LLC | History | No change | 2,506 | 592 | 0.19% | 0.18% | 280 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 2,500 | 590 | 0.23% | 0.28% | 281 | -500 | -16.67% | Q1 2026 | Apr 07, 2026 |
| APS Management Group, Inc. | History | Reduced | 2,494 | 589 | 0.5% | 1.66% | 282 | -5,225 | -67.69% | Q1 2026 | Apr 15, 2026 |
| New Republic Capital, LLC | History | No change | 2,495 | 589 | 0.2% | 0.17% | 283 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,488 | 588 | 0.08% | 0.09% | 284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 2,484 | 587 | 0.36% | 0.44% | 285 | -412 | -14.23% | Q1 2026 | Apr 22, 2026 |
| FLC Capital Advisors | History | No change | 2,479 | 585 | 0.1% | 0.11% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CABANA LLC | History | Added to | 2,417 | 571 | 4.48% | 3.99% | 287 | +293 | 13.79% | Q1 2026 | Apr 28, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 2,410 | 569 | 0.12% | 0.18% | 288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,399 | 567 | 0.01% | 0.01% | 289 | -105 | -4.19% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 2,385 | 563 | 0.34% | 0.4% | 290 | -24 | -1.0% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,346 | 554 | 0.02% | 0.02% | 291 | +6 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Aspiring Ventures, LLC | History | No change | 2,339 | 552 | 0.17% | 0.2% | 292 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | Added to | 2,327 | 550 | 0.04% | 0.04% | 293 | +1,238 | 113.68% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,331 | 550 | 0.19% | 0.17% | 294 | +464 | 24.85% | Q1 2026 | Apr 23, 2026 |
| UNION SAVINGS BANK | History | No change | 2,327 | 549 | 0.24% | 0.25% | 295 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Added to | 2,315 | 547 | 0.08% | 0.08% | 296 | +1 | 0.04% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,301 | 543 | 0.26% | 0.27% | 297 | +105 | 4.78% | Q1 2026 | May 07, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 2,301 | 543 | 0.16% | 0.18% | 298 | +1 | 0.04% | Q1 2026 | Apr 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,267 | 535 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| RHS Financial, LLC | History | Added to | 2,257 | 533 | 0.25% | 0.18% | 300 | +788 | 53.64% | Q1 2026 | Apr 28, 2026 |