VANGUARD WORLD FUND - MGK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Reduced | 8,486,761 | 3,118,375 | 6.36% | 7.23% | 1 | -104,071 | -1.21% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,719,368 | 1,366,644 | 29.11% | 31.93% | 2 | +48,165 | 1.31% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,549,417 | 936,758 | 0.06% | 0.07% | 3 | -101,755 | -3.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,033,250 | 747,097 | 0.05% | 0.06% | 4 | -25,521 | -1.24% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,154,761 | 424,305 | 0.11% | 0.13% | 5 | -19,091 | -1.63% | Q1 2026 | May 06, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 1,072 | 393,792 | 7.52% | 4.7% | 6 | -5,942 | -84.72% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Reduced | 1,042,229 | 382,956 | 0.06% | 0.07% | 7 | -57,792 | -5.25% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 869,407 | 319,402 | 0.56% | 0.84% | 8 | -194,507 | -18.28% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 859,017 | 315,637 | 2.67% | 2.91% | 9 | -16,106 | -1.84% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 796,750 | 292,771 | 0.07% | 0.07% | 10 | +35,242 | 4.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 749,477 | 275,388 | 0.05% | 0.06% | 11 | +1,622 | 0.22% | Q1 2026 | May 11, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 716 | 263,087 | 2.95% | — | 12 | +716 | New | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 711,289 | 261,356 | 0.07% | 0.08% | 13 | +39,841 | 5.93% | Q1 2026 | May 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 571,184 | 209,875 | 11.42% | 13.42% | 14 | -18,272 | -3.1% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 541,188 | 200,735 | 0.28% | 0.27% | 15 | +90,587 | 20.1% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 542,393 | 199,296 | 1.48% | 2.09% | 16 | -90,349 | -14.28% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 531,713 | 195,372 | 0.11% | 0.12% | 17 | +14,064 | 2.72% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 466,332 | 171,349 | 0.03% | 0.03% | 18 | +9,145 | 2.0% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 454,704 | 167,076 | 2.73% | 6.76% | 19 | -809,959 | -64.05% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 434,071 | 159,495 | 0.05% | 0.05% | 20 | +66,026 | 17.94% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 326,511 | 119,973 | 2.08% | 2.25% | 21 | +18,360 | 5.96% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 286,053 | 105,168 | 0.15% | 0.14% | 22 | +54,513 | 23.54% | Q1 2026 | May 15, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 275,168 | 101,107 | 8.27% | 8.87% | 23 | +830 | 0.3% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 228,033 | 94,125 | 0.38% | 0.38% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 254,840 | 93,638 | 0.08% | 0.13% | 25 | +33,720 | 15.25% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 239,281 | 87,921 | 0.16% | 0.18% | 26 | -5,122 | -2.1% | Q1 2026 | May 14, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 234,679 | 86,530 | 10.67% | 11.4% | 27 | -3,845 | -1.61% | Q1 2026 | May 05, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 235,025 | 86,436 | 5.97% | 6.59% | 28 | +50,602 | 27.44% | Q1 2026 | May 18, 2026 |
| Falcon Wealth Planning | History | Added to | 233,737 | 85,884 | 5.85% | 7.66% | 29 | +13,253 | 6.01% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 226,497 | 83,225 | 0.09% | 0.1% | 30 | -2,973 | -1.3% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 226,498 | 83,224 | 0.15% | 0.0% | 31 | +226,200 | 75906.04% | Q1 2026 | May 01, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 208,474 | 76,601 | 8.36% | 9.59% | 32 | -11,812 | -5.36% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 195,895 | 71,952 | 0.08% | 0.09% | 33 | +9,176 | 4.91% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 192,273 | 70,654 | 0.06% | 0.07% | 34 | +3,855 | 2.05% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 188,628 | 69,309 | 0.1% | 0.12% | 35 | -21,938 | -10.42% | Q1 2026 | Apr 27, 2026 |
| IFC Advisors LLC | History | Added to | 187,508 | 68,897 | 9.86% | 11.0% | 36 | +5,060 | 2.77% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 185,052 | 67,995 | 0.79% | 0.92% | 37 | +2,124 | 1.16% | Q1 2026 | May 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 168,397 | 64,624 | 12.28% | 13.06% | 38 | +9,049 | 5.68% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 173,959 | 63,919 | 0.04% | 0.06% | 39 | -57,495 | -24.84% | Q1 2026 | May 07, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 162,614 | 59,751 | 8.64% | 9.55% | 40 | -4,334 | -2.6% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 156,790 | 57,610 | 0.06% | 0.09% | 41 | -32,939 | -17.36% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 155,900 | 57,283 | 0.01% | 0.0% | 42 | +138,100 | 775.84% | Q1 2026 | May 15, 2026 |
| Leelyn Smith, LLC | History | Added to | 152,036 | 55,864 | 7.83% | 8.55% | 43 | +8,770 | 6.12% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 148,495 | 52,491 | 0.0% | 0.0% | 44 | +33,126 | 28.71% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 135,363 | 49,737 | 8.78% | 10.0% | 45 | -20,863 | -13.35% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 134,579 | 49,449 | 0.03% | 0.04% | 46 | -1,432 | -1.05% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 126,300 | 46,407 | 1.9% | 2.1% | 47 | +3,866 | 3.16% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 119,065 | 43,749 | 3.82% | 4.06% | 48 | +2,215 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,482 | 40,963 | 0.11% | 0.12% | 49 | +5,136 | 4.83% | Q1 2026 | Apr 30, 2026 |
| Blue Edge Capital, LLC | History | No change | 97,469 | 40,232 | 5.38% | 5.38% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 103,956 | 38,197 | 7.48% | 8.44% | 51 | -3,398 | -3.17% | Q1 2026 | Apr 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 103,174 | 37,910 | 0.12% | 0.13% | 52 | -2,143 | -2.03% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 97,943 | 35,988 | 3.11% | 3.34% | 53 | +4,335 | 4.63% | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 95,771 | 35,190 | 3.07% | 3.36% | 54 | -915 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 94,646 | 34,776 | 0.18% | 0.02% | 55 | +87,624 | 1247.85% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 93,820 | 34,646 | 0.07% | 0.08% | 56 | -45,050 | -32.44% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 94,079 | 34,568 | 0.0% | 0.01% | 57 | -32,661 | -25.77% | Q1 2026 | May 15, 2026 |
| FC Advisory LLC | History | Added to | 93,265 | 34,269 | 10.01% | 10.99% | 58 | +635 | 0.69% | Q1 2026 | Apr 14, 2026 |
| DT Investment Partners, LLC | History | Reduced | 91,214 | 33,515 | 2.79% | 3.15% | 59 | -999 | -1.08% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 89,900 | 33,032 | 0.09% | 0.11% | 60 | -20,229 | -18.37% | Q1 2026 | May 04, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 89,305 | 32,814 | 8.62% | 9.27% | 61 | +2,273 | 2.61% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 83,274 | 30,598 | 0.19% | 0.21% | 62 | +1,461 | 1.79% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 80,573 | 29,605 | 0.15% | 0.17% | 63 | +713 | 0.89% | Q1 2026 | May 14, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 78,444 | 28,823 | 9.63% | 10.7% | 64 | -433 | -0.55% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 75,664 | 27,802 | 0.18% | 0.2% | 65 | +587 | 0.78% | Q1 2026 | Apr 27, 2026 |
| CX Institutional | History | Reduced | 74,199 | 27,264 | 0.83% | 1.77% | 66 | -69,516 | -48.37% | Q1 2026 | Apr 06, 2026 |
| Erickson Financial Group, LLC | History | Added to | 74,021 | 27,198 | 17.04% | 18.24% | 67 | +2,073 | 2.88% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 70,315 | 25,836 | 0.1% | 0.07% | 68 | +26,681 | 61.15% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,308 | 25,833 | 0.0% | 0.0% | 69 | -8,366 | -10.63% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 69,764 | 25,634 | 0.06% | 0.06% | 70 | +6,697 | 10.62% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 65,414 | 24,039 | 0.39% | 0.4% | 71 | +6,706 | 11.42% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 63,175 | 23,213 | 0.9% | 0.56% | 72 | +50,879 | 413.78% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | Reduced | 63,152 | 23,204 | 2.21% | 3.76% | 73 | -36,046 | -36.34% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Reduced | 62,697 | 23,037 | 2.51% | 2.75% | 74 | -9,277 | -12.89% | Q1 2026 | May 01, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 62,600 | 23,001 | 15.86% | 18.75% | 75 | -2,986 | -4.55% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Reduced | 60,594 | 22,337 | 0.11% | 0.15% | 76 | -9,988 | -14.15% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 61,152 | 21,741 | 0.01% | 0.01% | 77 | +13,962 | 29.59% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 58,240 | 21,399 | 0.0% | 0.0% | 78 | -456 | -0.78% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 58,095 | 21,346 | 0.1% | 0.13% | 79 | +1,990 | 3.55% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 56,891 | 20,904 | 0.0% | 0.0% | 80 | +41,590 | 271.81% | Q1 2026 | May 12, 2026 |
| Clarus Wealth Advisors | History | Added to | 54,724 | 20,472 | 8.73% | 9.28% | 81 | +635 | 1.17% | Q1 2026 | Apr 08, 2026 |
| Zeit Capital LLC | History | Reduced | 55,241 | 20,297 | 13.58% | 15.75% | 82 | -1,305 | -2.31% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 55,178 | 20,274 | 0.22% | 0.43% | 83 | -36,736 | -39.97% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 54,827 | 20,145 | 0.09% | 0.08% | 84 | -10,994 | -16.7% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 54,205 | 19,917 | 0.56% | 0.75% | 85 | -3,803 | -6.56% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 54,061 | 19,864 | 1.21% | 1.36% | 86 | +1,642 | 3.13% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 53,910 | 19,808 | 0.58% | 0.64% | 87 | -981 | -1.79% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 53,499 | 19,657 | 0.21% | — | 88 | +53,499 | New | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 53,214 | 19,552 | 0.76% | 0.85% | 89 | -2,257 | -4.07% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 53,177 | 19,539 | 0.01% | — | 90 | +53,177 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,672 | 19,353 | 0.1% | 0.12% | 91 | -929 | -1.73% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 52,217 | 19,186 | 0.33% | 0.36% | 92 | +2,641 | 5.33% | Q1 2026 | May 04, 2026 |
| Zhang Financial LLC | History | Added to | 51,209 | 18,816 | 0.65% | 0.76% | 93 | +1,940 | 3.94% | Q1 2026 | May 06, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 49,661 | 18,247 | 6.05% | 7.6% | 94 | +1,612 | 3.35% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 49,486 | 18,183 | 0.09% | 0.11% | 95 | +541 | 1.11% | Q1 2026 | May 04, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 49,157 | 18,047 | 6.22% | 6.88% | 96 | +407 | 0.83% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,148 | 17,324 | 0.24% | 0.26% | 97 | +3,361 | 7.68% | Q1 2026 | May 12, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 45,713 | 16,796 | 0.69% | 0.71% | 98 | +1,712 | 3.89% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 45,064 | 16,558 | 0.03% | 0.03% | 99 | +1,934 | 4.48% | Q1 2026 | May 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 44,914 | 16,503 | 3.67% | 4.2% | 100 | -1,581 | -3.4% | Q1 2026 | May 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 44,115 | 16,209 | 10.16% | 11.13% | 101 | -195 | -0.44% | Q1 2026 | Apr 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 43,954 | 16,133 | 1.8% | 2.03% | 102 | -692 | -1.55% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 43,365 | 15,934 | 0.07% | 0.0% | 103 | +42,272 | 3867.52% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,166 | 15,860 | 0.01% | 0.01% | 104 | +8,490 | 24.48% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 41,822 | 15,367 | 0.92% | 0.94% | 105 | +4,173 | 11.08% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 41,408 | 15,242 | 0.02% | 0.02% | 106 | -3,191 | -7.15% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 41,002 | 15,065 | 0.0% | 0.0% | 107 | +2,441 | 6.33% | Q1 2026 | May 15, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 39,848 | 14,641 | 2.82% | 2.02% | 108 | +14,245 | 55.64% | Q1 2026 | May 15, 2026 |
| NWF Advisory Services Inc. | History | Added to | 39,481 | 14,506 | 1.64% | 1.77% | 109 | +613 | 1.58% | Q1 2026 | May 04, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 39,324 | 14,449 | 0.81% | 0.19% | 110 | +30,474 | 344.34% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 37,680 | 13,845 | 0.17% | 0.18% | 111 | +1,732 | 4.82% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 37,665 | 13,839 | 0.17% | 0.19% | 112 | +2,540 | 7.23% | Q1 2026 | May 11, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 36,621 | 13,456 | 1.39% | 1.56% | 113 | -657 | -1.76% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 36,102 | 13,265 | 0.15% | 0.21% | 114 | -2,069 | -5.42% | Q1 2026 | May 15, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 34,191 | 12,563 | 1.3% | 1.49% | 115 | -329 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | Reduced | 34,027 | 12,502 | 3.17% | 3.57% | 116 | -798 | -2.29% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 33,453 | 12,292 | 0.39% | 0.25% | 117 | -1,257 | -3.62% | Q1 2026 | Apr 29, 2026 |
| Randall & Associates Wealth Management | History | Added to | 33,191 | 12,195 | 8.22% | 8.53% | 118 | +3,385 | 11.36% | Q1 2026 | Apr 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 32,941 | 12,103 | 0.72% | 0.79% | 119 | -162 | -0.49% | Q1 2026 | May 11, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 32,676 | 12,006 | 5.03% | 5.51% | 120 | +843 | 2.65% | Q1 2026 | Apr 29, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 32,500 | 11,942 | 0.84% | 0.92% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 32,262 | 11,854 | 10.18% | 11.66% | 122 | -252 | -0.78% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Added to | 36,696 | 11,727 | 0.01% | 0.02% | 123 | +4,708 | 14.72% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 31,535 | 11,587 | 0.46% | 0.84% | 124 | -19,197 | -37.84% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,093 | 11,424 | 0.0% | 0.0% | 125 | +379 | 1.23% | Q1 2026 | May 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 30,770 | 11,306 | 3.24% | 3.45% | 126 | +222 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,404 | 10,804 | 0.06% | 0.06% | 127 | +1,922 | 6.99% | Q1 2026 | May 08, 2026 |
| Clifford Group, LLC | History | Added to | 29,165 | 10,716 | 8.25% | 8.9% | 128 | +1,252 | 4.49% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 29,056 | 10,676 | 6.93% | 7.31% | 129 | +1,331 | 4.8% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,409 | 10,438 | 0.01% | 0.01% | 130 | +1,208 | 4.44% | Q1 2026 | Apr 27, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 28,184 | 10,355 | 6.87% | 7.69% | 131 | -1,117 | -3.81% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | New | 27,833 | 10,227 | 0.42% | — | 132 | +27,833 | New | Q1 2026 | May 14, 2026 |
| Investment Insight Wealth Management, LLC | History | Reduced | 27,211 | 9,998 | 10.78% | 12.02% | 133 | -2,445 | -8.24% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,186 | 9,989 | 0.07% | 0.1% | 134 | -1,566 | -5.45% | Q1 2026 | May 15, 2026 |
| Capital Planning LLC | History | Added to | 27,060 | 9,942 | 3.23% | 2.66% | 135 | +3,973 | 17.21% | Q1 2026 | Apr 29, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 26,832 | 9,859 | 3.07% | 3.72% | 136 | -2,173 | -7.49% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,808 | 9,850 | 0.15% | 0.14% | 137 | +10,520 | 64.59% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,852 | 9,499 | 0.01% | 0.01% | 138 | +4,483 | 20.98% | Q1 2026 | May 14, 2026 |
| Resolute Advisors LLC | History | Added to | 25,197 | 9,258 | 3.83% | 3.39% | 139 | +22 | 0.09% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 25,122 | 9,231 | 0.44% | 0.47% | 140 | +60 | 0.24% | Q1 2026 | May 18, 2026 |
| Apollon Financial, LLC | History | Added to | 24,602 | 9,039 | 1.25% | 1.44% | 141 | +505 | 2.1% | Q1 2026 | Apr 22, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 24,589 | 9,035 | 1.03% | 1.1% | 142 | +1,221 | 5.23% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 24,267 | 8,916 | 0.2% | 0.21% | 143 | +1,302 | 5.67% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 21,578 | 8,906 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 24,079 | 8,847 | 1.25% | 1.44% | 145 | -1,059 | -4.21% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 23,203 | 8,525 | 0.02% | 0.04% | 146 | -8,771 | -27.43% | Q1 2026 | May 08, 2026 |
| Baring Financial LLC | History | Added to | 22,990 | 8,447 | 5.17% | 5.58% | 147 | +778 | 3.5% | Q1 2026 | Apr 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,972 | 8,440 | 0.04% | 0.04% | 148 | +5 | 0.02% | Q1 2026 | Apr 24, 2026 |
| TFB Advisors LLC | History | Reduced | 22,956 | 8,434 | 4.42% | 4.12% | 149 | -12,818 | -35.83% | Q1 2026 | Apr 20, 2026 |
| Royal Fund Management, LLC | History | Added to | 21,669 | 7,975 | 0.76% | 0.81% | 150 | +78 | 0.36% | Q1 2026 | May 19, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 21,681 | 7,966 | 7.12% | 7.91% | 151 | -664 | -2.97% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 21,492 | 7,897 | 0.0% | 0.0% | 152 | +6,405 | 42.45% | Q1 2026 | May 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 21,418 | 7,869 | 5.47% | 5.57% | 153 | +2,224 | 11.59% | Q1 2026 | Apr 08, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 21,112 | 7,757 | 4.59% | 5.09% | 154 | -16,739 | -44.22% | Q1 2026 | Apr 16, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 21,811 | 7,709 | 5.31% | 3.0% | 155 | +2,398 | 12.35% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 20,978 | 7,708 | 0.27% | 0.06% | 156 | +16,460 | 364.32% | Q1 2026 | May 14, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 20,733 | 7,618 | 1.66% | 1.8% | 157 | -120 | -0.58% | Q1 2026 | Apr 14, 2026 |
| CHOREO, LLC | History | Reduced | 20,651 | 7,586 | 0.09% | 0.11% | 158 | -539 | -2.54% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 20,565 | 7,556 | 0.09% | 0.13% | 159 | -4,666 | -18.49% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,048 | 7,449 | 0.13% | 0.13% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coquina Private Wealth LLC | History | Added to | 20,216 | 7,428 | 5.97% | 5.43% | 161 | +3,794 | 23.1% | Q1 2026 | May 05, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 20,158 | 7,406 | 1.0% | 1.14% | 162 | +3,030 | 17.69% | Q1 2026 | May 15, 2026 |
| Center For Asset Management LLC | History | Reduced | 20,074 | 7,375 | 3.66% | 4.47% | 163 | -657 | -3.17% | Q1 2026 | Apr 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,776 | 7,266 | 0.17% | 0.21% | 164 | -2,749 | -12.2% | Q1 2026 | May 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 19,609 | 7,205 | 0.24% | 0.26% | 165 | +756 | 4.01% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 19,535 | 7,177 | 0.39% | 0.44% | 166 | -485 | -2.42% | Q1 2026 | Apr 30, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 19,509 | 7,168 | 1.55% | 1.72% | 167 | -349 | -1.76% | Q1 2026 | Apr 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 20,233 | 7,152 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,237 | 7,069 | 0.07% | 0.1% | 169 | -55 | -0.29% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,109 | 7,021 | 0.01% | — | 170 | +19,109 | New | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 16,230 | 6,699 | 0.49% | 0.49% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 18,082 | 6,643 | 3.23% | 3.62% | 172 | +480 | 2.73% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17,488 | 6,425 | 0.2% | 0.17% | 173 | +6,548 | 59.85% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 17,291 | 6,353 | 0.02% | — | 174 | +17,291 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 17,132 | 6,295 | 0.07% | 0.09% | 175 | -1,942 | -10.18% | Q1 2026 | Apr 28, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 16,656 | 6,120 | 2.61% | 2.2% | 176 | +3,607 | 27.64% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 16,398 | 6,025 | 0.12% | 0.15% | 177 | -1,913 | -10.45% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 81,110 | 5,960 | 0.04% | 0.05% | 178 | +64,927 | 401.2% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,081 | 5,908 | 0.14% | 0.07% | 179 | +9,642 | 149.74% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 15,899 | 5,841 | 0.16% | 0.1% | 180 | +7,849 | 97.5% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 15,790 | 5,802 | 2.12% | 2.32% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Plan Group Financial, LLC | History | Added to | 15,532 | 5,706 | 1.34% | 1.34% | 182 | +2,995 | 23.89% | Q1 2026 | Apr 13, 2026 |
| Sicart Associates LLC | History | Added to | 15,371 | 5,647 | 1.45% | 1.63% | 183 | +500 | 3.36% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Reduced | 15,013 | 5,516 | 0.06% | 0.07% | 184 | -61 | -0.4% | Q1 2026 | Apr 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 13,232 | 5,461 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,318 | 5,447 | 0.33% | 0.37% | 186 | -313 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 14,746 | 5,418 | 3.17% | 3.24% | 187 | +857 | 6.17% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,531 | 5,339 | 0.39% | 0.62% | 188 | -7,386 | -33.7% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,326 | 5,263 | 0.03% | 0.04% | 189 | -653 | -4.36% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 14,308 | 5,257 | 0.14% | 0.02% | 190 | +12,473 | 679.73% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,086 | 5,176 | 0.01% | 0.01% | 191 | +3,931 | 38.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,079 | 5,173 | 0.01% | 0.0% | 192 | +6,190 | 78.46% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 13,749 | 5,051 | 0.17% | 0.15% | 193 | +2,565 | 22.93% | Q1 2026 | Apr 22, 2026 |
| KINTRA WEALTH, LLC | History | New | 13,727 | 5,043 | 0.36% | — | 194 | +13,727 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 13,378 | 4,915 | 4.51% | 5.05% | 195 | +361 | 2.77% | Q1 2026 | May 08, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 13,290 | 4,883 | 0.5% | 0.53% | 196 | +217 | 1.66% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,986 | 4,771 | 0.1% | 0.12% | 197 | -186 | -1.41% | Q1 2026 | Apr 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 12,976 | 4,768 | 1.94% | 2.13% | 198 | -147 | -1.12% | Q1 2026 | Apr 24, 2026 |
| Junk Investment Group, LLC | History | New | 12,952 | 4,759 | 2.5% | — | 199 | +12,952 | New | Q1 2026 | May 08, 2026 |
| Hoffman, Alan N Investment Management | History | Added to | 12,921 | 4,747 | 3.13% | 2.93% | 200 | +314 | 2.49% | Q1 2026 | Apr 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 12,865 | 4,726 | 0.15% | 0.19% | 201 | -19 | -0.15% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 12,723 | 4,674 | 0.26% | 0.28% | 202 | +918 | 7.78% | Q1 2026 | Apr 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 12,380 | 4,548 | 1.28% | 1.38% | 203 | +941 | 8.23% | Q1 2026 | Apr 16, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 12,198 | 4,482 | 1.18% | 1.35% | 204 | -497 | -3.91% | Q1 2026 | Apr 22, 2026 |
| Breakwater Investment Management | History | Reduced | 12,122 | 4,454 | 1.66% | 1.83% | 205 | -114 | -0.93% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 12,084 | 4,440 | 1.55% | 1.8% | 206 | +815 | 7.23% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Reduced | 11,913 | 4,377 | 0.07% | 0.16% | 207 | -12,010 | -50.2% | Q1 2026 | Apr 27, 2026 |
| Stone Wealth Partners | History | Added to | 11,760 | 4,320 | 3.88% | 4.12% | 208 | +560 | 5.0% | Q1 2026 | May 07, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 11,736 | 4,312 | 1.86% | 2.13% | 209 | -194 | -1.63% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,725 | 4,308 | 0.06% | 0.07% | 210 | -356 | -2.95% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 11,708 | 4,302 | 0.05% | 0.05% | 211 | +997 | 9.31% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 11,707 | 4,301 | 0.23% | — | 212 | +11,707 | New | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,485 | 4,219 | 0.06% | 0.08% | 213 | -1,821 | -13.69% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 11,457 | 4,209 | 0.61% | 0.74% | 214 | -559 | -4.65% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 11,408 | 4,191 | 0.04% | 0.05% | 215 | -197 | -1.7% | Q1 2026 | Apr 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,330 | 4,163 | 0.16% | 0.16% | 216 | +629 | 5.88% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 11,181 | 4,156 | 0.2% | 0.19% | 217 | +1,094 | 10.85% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,272 | 4,141 | 0.29% | 0.35% | 218 | -491 | -4.17% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 11,111 | 4,082 | 0.85% | 1.01% | 219 | +166 | 1.52% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | No change | 11,004 | 4,043 | 1.66% | 1.69% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,969 | 4,030 | 0.03% | 0.04% | 221 | +2,522 | 29.86% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 10,923 | 4,013 | 0.01% | 0.01% | 222 | +1,733 | 18.86% | Q1 2026 | May 14, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,626 | 3,973 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,645 | 3,911 | 0.25% | 0.27% | 224 | +709 | 7.14% | Q1 2026 | Apr 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 10,635 | 3,907 | 0.43% | 0.51% | 225 | -279 | -2.56% | Q1 2026 | Apr 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 10,575 | 3,885 | 1.35% | 1.49% | 226 | -11 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 10,384 | 3,815 | 1.13% | 1.25% | 227 | +60 | 0.58% | Q1 2026 | Apr 22, 2026 |
| Breakwater Capital Group | History | Added to | 10,349 | 3,802 | 0.51% | 0.58% | 228 | +344 | 3.44% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,320 | 3,791 | 0.0% | 0.0% | 229 | +9,607 | 1347.41% | Q1 2026 | May 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 9,779 | 3,790 | 0.46% | 0.5% | 230 | +289 | 3.05% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,134 | 3,767 | 0.04% | 0.03% | 231 | +2,327 | 29.81% | Q1 2026 | Apr 07, 2026 |
| Horizon Investment Services, LLC | History | Added to | 10,101 | 3,711 | 1.29% | 1.47% | 232 | +195 | 1.97% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 10,068 | 3,699 | 1.04% | 1.1% | 233 | +1,068 | 11.87% | Q1 2026 | Apr 22, 2026 |
| PCM Encore, LLC | History | Added to | 9,984 | 3,668 | 0.75% | 0.57% | 234 | +3,492 | 53.79% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 9,923 | 3,646 | 0.49% | 0.56% | 235 | -744 | -6.97% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 9,904 | 3,639 | 1.36% | 1.44% | 236 | +596 | 6.4% | Q1 2026 | Apr 13, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | Added to | 9,895 | 3,636 | 3.48% | 3.73% | 237 | +241 | 2.5% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,850 | 3,619 | 0.02% | 0.03% | 238 | -365 | -3.57% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 9,636 | 3,540 | 0.09% | 0.09% | 239 | +2,634 | 37.62% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 9,609 | 3,530 | 0.07% | 0.08% | 240 | +808 | 9.18% | Q1 2026 | Apr 27, 2026 |
| Forum Private Client Group LLC | History | Reduced | 9,594 | 3,527 | 1.18% | 1.41% | 241 | -440 | -4.39% | Q1 2026 | May 13, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 8,783 | 3,455 | 1.49% | 1.57% | 242 | +314 | 3.71% | Q1 2026 | Apr 15, 2026 |
| Silicon Valley Capital Partners | History | Added to | 9,324 | 3,425 | 0.34% | 0.35% | 243 | +10 | 0.11% | Q1 2026 | May 19, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,277 | 3,416 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 9,256 | 3,401 | 1.99% | 2.36% | 245 | -221 | -2.33% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 9,222 | 3,388 | 0.17% | 0.28% | 246 | -4,093 | -30.74% | Q1 2026 | May 04, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 9,160 | 3,365 | 0.41% | 0.45% | 247 | +208 | 2.32% | Q1 2026 | May 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,132 | 3,355 | 0.14% | — | 248 | +9,132 | New | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 9,075 | 3,334 | 0.94% | 0.94% | 249 | +1,251 | 15.99% | Q1 2026 | Apr 23, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 9,032 | 3,318 | 0.32% | 0.35% | 250 | +59 | 0.66% | Q1 2026 | Apr 22, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 7,989 | 3,297 | 1.1% | 1.1% | 251 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 8,951 | 3,288 | 0.21% | 0.24% | 252 | -94 | -1.04% | Q1 2026 | Apr 17, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 8,934 | 3,282 | 0.77% | 0.9% | 253 | -482 | -5.12% | Q1 2026 | Apr 17, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 8,928 | 3,280 | 1.79% | 1.91% | 254 | -567 | -5.97% | Q1 2026 | May 11, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 8,809 | 3,236 | 2.99% | 2.94% | 255 | +441 | 5.27% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,758 | 3,218 | 0.04% | 0.05% | 256 | -261 | -2.89% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Added to | 8,744 | 3,212 | 0.17% | 0.17% | 257 | +588 | 7.21% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,745 | 3,179 | 0.02% | 0.02% | 258 | +314 | 4.23% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 8,645 | 3,176 | 0.02% | 0.03% | 259 | -431 | -4.75% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,573 | 3,149 | 0.12% | 0.13% | 260 | +285 | 3.44% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 8,529 | 3,133 | 0.09% | 0.06% | 261 | +3,003 | 54.34% | Q1 2026 | May 04, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 8,336 | 3,059 | 1.61% | 1.71% | 262 | +161 | 1.97% | Q1 2026 | Apr 28, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 8,276 | 3,040 | 1.82% | 1.74% | 263 | -109 | -1.3% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,266 | 3,037 | 0.0% | 0.0% | 264 | -1,939 | -19.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,237 | 3,026 | 0.1% | 0.11% | 265 | +261 | 3.27% | Q1 2026 | Apr 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 9,220 | 2,997 | 0.0% | 0.0% | 266 | +557 | 6.43% | Q1 2026 | May 15, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 8,099 | 2,976 | 3.13% | 3.86% | 267 | +3,146 | 63.52% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,706 | 2,928 | 0.16% | 0.15% | 268 | -328 | -4.08% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 7,959 | 2,924 | 0.03% | 0.04% | 269 | -21 | -0.26% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 7,883 | 2,896 | 0.18% | — | 270 | +7,883 | New | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Added to | 7,667 | 2,817 | 2.34% | 2.51% | 271 | +1,102 | 16.79% | Q1 2026 | Apr 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,443 | 2,734 | 0.13% | 0.07% | 272 | +3,891 | 109.54% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 7,431 | 2,730 | 0.09% | 0.01% | 273 | +6,941 | 1416.53% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,427 | 2,729 | 0.12% | 0.19% | 274 | -2,556 | -25.6% | Q1 2026 | Apr 28, 2026 |
| Fortune 45 LLC | History | Added to | 7,315 | 2,687 | 1.31% | 1.44% | 275 | +6 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,206 | 2,647 | 0.05% | 0.06% | 276 | +65 | 0.91% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | Added to | 7,150 | 2,627 | 0.07% | 0.06% | 277 | +2,493 | 53.53% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 7,125 | 2,618 | 0.02% | 0.02% | 278 | -112 | -1.55% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 7,109 | 2,612 | 0.01% | 0.02% | 279 | -585 | -7.6% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,082 | 2,602 | 0.05% | 0.05% | 280 | +168 | 2.43% | Q1 2026 | May 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,058 | 2,593 | 0.19% | 0.29% | 281 | -2,376 | -25.19% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 6,979 | 2,564 | 0.14% | 0.17% | 282 | -395 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 6,939 | 2,549 | 1.53% | 1.77% | 283 | -259 | -3.6% | Q1 2026 | May 07, 2026 |
| Eagle Strategies LLC | History | Added to | 6,901 | 2,535 | 0.3% | 0.34% | 284 | +399 | 6.14% | Q1 2026 | Apr 20, 2026 |
| Veridan Wealth LLC | History | Added to | 6,851 | 2,517 | 0.93% | 0.89% | 285 | +401 | 6.22% | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | New | 18,057 | 2,497 | 0.66% | — | 286 | +18,057 | New | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,794 | 2,496 | 0.05% | — | 287 | +6,794 | New | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | No change | 6,382 | 2,473 | 0.07% | 0.08% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,724 | 2,470 | 0.06% | 0.14% | 289 | -7,186 | -51.66% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 6,679 | 2,454 | 0.08% | 0.11% | 290 | -1,285 | -16.14% | Q1 2026 | May 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 6,651 | 2,443 | 1.1% | 1.62% | 291 | -1,185 | -15.12% | Q1 2026 | Apr 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 6,596 | 2,423 | 0.18% | 0.19% | 292 | +473 | 7.72% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,584 | 2,419 | 0.03% | 0.02% | 293 | +3,117 | 89.9% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,577 | 2,416 | 0.05% | 0.05% | 294 | +421 | 6.84% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 6,535 | 2,401 | 0.18% | 0.18% | 295 | +693 | 11.86% | Q1 2026 | Apr 08, 2026 |
| Financial Life Planners | History | Reduced | 6,522 | 2,396 | 1.84% | 2.14% | 296 | -705 | -9.76% | Q1 2026 | Apr 24, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 6,444 | 2,367 | 1.62% | 1.95% | 297 | +52 | 0.81% | Q1 2026 | Apr 15, 2026 |
| Finward Bancorp | History | Added to | 6,388 | 2,347 | 1.88% | 2.03% | 298 | +47 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 6,383 | 2,345 | 0.01% | 0.01% | 299 | +117 | 1.87% | Q1 2026 | May 14, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 5,682 | 2,345 | 1.37% | 1.37% | 300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |