VANGUARD WORLD FUND - MGV
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 | Added to | 15,596,695 | 2,260,740 | 4.61% | 4.44% | 1 | +166,009 | 1.08% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,639,212 | 672,453 | 0.05% | 0.05% | 2 | +117,605 | 2.6% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,067,407 | 444,620 | 0.03% | 0.03% | 3 | +87,462 | 2.94% | Q1 2026 | May 15, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 2,861 | 414,758 | 7.92% | 4.24% | 4 | -15,647 | -84.54% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,279,226 | 330,378 | 0.08% | 0.07% | 5 | +56,737 | 2.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,726,345 | 250,233 | 0.04% | 0.04% | 6 | -73,057 | -4.06% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,336,897 | 193,783 | 1.44% | 1.43% | 7 | +75,129 | 5.95% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,271,201 | 184,260 | 0.05% | 0.05% | 8 | -32,357 | -2.48% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,160,993 | 168,285 | 0.1% | 0.09% | 9 | -62,669 | -5.12% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 1,083,447 | 157,045 | 0.04% | 0.04% | 10 | +10,239 | 0.95% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,004,572 | 145,612 | 0.03% | 0.03% | 11 | -129 | -0.01% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 835,188 | 121,064 | 0.13% | 0.13% | 12 | -2,592 | -0.31% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 789,955 | 114,504 | 0.04% | 0.03% | 13 | +70,985 | 9.87% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 737,261 | 106,865 | 11.66% | 11.56% | 14 | -39,685 | -5.11% | Q1 2026 | May 05, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 733,157 | 106,271 | 0.9% | 0.86% | 15 | -27,463 | -3.61% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 727,459 | 105,445 | 0.02% | 0.02% | 16 | +56,722 | 8.46% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 694,008 | 100,620 | 0.15% | 0.04% | 17 | +478,442 | 221.95% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 592,624 | 84,526 | 0.01% | 0.01% | 18 | -4,865 | -0.81% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 546,743 | 79,250 | 0.44% | 0.45% | 19 | -19,047 | -3.37% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 484,201 | 70,185 | 0.12% | 0.12% | 20 | +10,429 | 2.2% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 434,386 | 63,012 | 4.35% | 4.05% | 21 | +102,517 | 30.89% | Q1 2026 | May 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 385,854 | 55,929 | 0.14% | 0.15% | 22 | -12,144 | -3.05% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 383,484 | 55,586 | 0.09% | 0.08% | 23 | +24,222 | 6.74% | Q1 2026 | May 14, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 368,740 | 55,043 | 10.46% | 9.79% | 24 | +19,438 | 5.56% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 374,801 | 54,327 | 0.21% | 0.2% | 25 | +32,976 | 9.65% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 373,096 | 54,080 | 2.41% | 2.35% | 26 | +3,621 | 0.98% | Q1 2026 | May 05, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Added to | 367,428 | 53,258 | 4.35% | 4.02% | 27 | +3,754 | 1.03% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 365,764 | 53,017 | 0.05% | 0.04% | 28 | +13,642 | 3.87% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 342,048 | 49,579 | 0.05% | 0.05% | 29 | +23,428 | 7.35% | Q1 2026 | May 13, 2026 |
| Apriem Advisors | History | Added to | 315,383 | 45,714 | 4.36% | 3.28% | 30 | +62,118 | 24.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 292,019 | 42,328 | 0.06% | 0.06% | 31 | -49,395 | -14.47% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 290,904 | 42,166 | 0.61% | 0.67% | 32 | -6,036 | -2.03% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Added to | 260,748 | 38,363 | 0.05% | 0.0% | 33 | +245,296 | 1587.47% | Q1 2026 | May 15, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 220,541 | 31,967 | 10.68% | 10.71% | 34 | -10,412 | -4.51% | Q1 2026 | Apr 29, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 214,276 | 31,059 | 2.69% | 2.48% | 35 | +20,222 | 10.42% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 216,700 | 30,908 | 1.12% | 1.19% | 36 | -3,812 | -1.73% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 211,847 | 30,707 | 6.01% | 5.93% | 37 | -8,633 | -3.92% | Q1 2026 | Apr 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 206,175 | 29,885 | 12.6% | 12.21% | 38 | +5,077 | 2.52% | Q1 2026 | Apr 17, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 201,924 | 29,268 | 16.73% | 13.21% | 39 | +18,665 | 10.19% | Q1 2026 | Apr 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 197,725 | 28,660 | 3.75% | 3.76% | 40 | +459 | 0.23% | Q1 2026 | Apr 10, 2026 |
| Zeit Capital LLC | History | Reduced | 188,930 | 27,385 | 18.33% | 18.11% | 41 | -1,155 | -0.61% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 183,332 | 26,573 | 0.14% | 0.02% | 42 | +166,266 | 974.25% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 183,109 | 26,541 | 2.0% | 1.84% | 43 | +21,204 | 13.1% | Q1 2026 | Apr 30, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 176,325 | 25,558 | 6.71% | 6.36% | 44 | +1,513 | 0.87% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 176,079 | 25,522 | 1.05% | 0.99% | 45 | +7,112 | 4.21% | Q1 2026 | May 12, 2026 |
| Graney & King, LLC | History | Added to | 174,183 | 25,247 | 13.61% | 13.92% | 46 | +5,611 | 3.33% | Q1 2026 | May 18, 2026 |
| Blue Edge Capital, LLC | History | No change | 175,865 | 24,825 | 3.32% | 3.32% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 163,240 | 23,042 | 5.46% | 5.46% | 48 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Added to | 158,587 | 22,987 | 0.11% | 0.13% | 49 | +231 | 0.15% | Q1 2026 | May 04, 2026 |
| Breakwater Capital Group | History | Added to | 156,391 | 22,668 | 3.04% | 2.88% | 50 | +10,276 | 7.03% | Q1 2026 | Apr 20, 2026 |
| Bison Wealth, LLC | History | Added to | 143,077 | 22,199 | 2.14% | 2.25% | 51 | +4,327 | 3.12% | Q1 2026 | May 15, 2026 |
| Marmo Financial Group, LLC | History | Added to | 151,239 | 21,922 | 10.86% | 10.07% | 52 | +490 | 0.33% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 149,185 | 21,624 | 0.42% | 0.41% | 53 | +1,873 | 1.27% | Q1 2026 | Apr 14, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 149,182 | 21,623 | 11.4% | 10.36% | 54 | +4,407 | 3.04% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 148,688 | 21,467 | 0.61% | 0.84% | 55 | -42,985 | -22.43% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 142,839 | 20,704 | 0.32% | 0.4% | 56 | +4,551 | 3.29% | Q1 2026 | May 15, 2026 |
| Select Asset Management & Trust | History | Added to | 139,351 | 20,199 | 6.31% | 4.62% | 57 | +34,070 | 32.36% | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 136,710 | 19,816 | 1.73% | 1.66% | 58 | -3,073 | -2.2% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 130,063 | 18,852 | 0.53% | 0.51% | 59 | +6,188 | 5.0% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 125,966 | 18,258 | 0.08% | 0.07% | 60 | +700 | 0.56% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 122,075 | 17,694 | 3.72% | 3.58% | 61 | +1,580 | 1.31% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 121,428 | 17,600 | 0.3% | 0.3% | 62 | +2,916 | 2.46% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 119,478 | 17,318 | 0.1% | 0.1% | 63 | +3,671 | 3.17% | Q1 2026 | May 05, 2026 |
| Pachira Investments Inc. | History | Added to | 117,715 | 17,062 | 7.97% | 6.87% | 64 | +17,640 | 17.63% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 113,403 | 16,437 | 0.12% | 0.13% | 65 | +1,504 | 1.34% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 113,341 | 16,428 | 3.96% | 4.15% | 66 | -1,488 | -1.3% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 111,627 | 16,194 | 0.02% | 0.02% | 67 | +1,073 | 0.97% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 111,415 | 16,149 | 0.3% | 0.25% | 68 | +18,950 | 20.49% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 103,341 | 14,979 | 0.01% | 0.01% | 69 | +1,223 | 1.2% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 102,245 | 14,820 | 0.02% | 0.01% | 70 | +74,051 | 262.65% | Q1 2026 | May 15, 2026 |
| Avid Wealth Partners LLC | History | Added to | 100,874 | 14,621 | 6.91% | 6.6% | 71 | +5,144 | 5.37% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 97,914 | 14,192 | 0.07% | 0.06% | 72 | +2,465 | 2.58% | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Reduced | 97,653 | 14,154 | 0.09% | 0.09% | 73 | -21 | -0.02% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 94,163 | 13,648 | 0.04% | 0.04% | 74 | -16,235 | -14.71% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 91,350 | 13,241 | 0.01% | 0.01% | 75 | +5,116 | 5.93% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,199 | 13,161 | 0.01% | 0.01% | 76 | +13,566 | 17.25% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 90,359 | 13,097 | 0.16% | 0.15% | 77 | +5,781 | 6.84% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 88,554 | 12,835 | 0.07% | 0.07% | 78 | +2,133 | 2.47% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 88,083 | 12,767 | 0.5% | 0.47% | 79 | -1,278 | -1.43% | Q1 2026 | May 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 83,927 | 12,165 | 2.19% | 3.17% | 80 | +681 | 0.82% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | New | 80,939 | 11,732 | 0.46% | — | 81 | +80,939 | New | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 79,569 | 11,533 | 1.56% | 1.59% | 82 | -2,208 | -2.7% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,670 | 11,298 | 0.02% | 0.02% | 83 | -5,844 | -7.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 75,505 | 10,944 | 0.03% | 0.02% | 84 | +433 | 0.58% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | Added to | 74,772 | 10,838 | 0.13% | 0.12% | 85 | +1,258 | 1.71% | Q1 2026 | May 06, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 74,609 | 10,814 | 4.59% | 3.08% | 86 | +24,790 | 49.76% | Q1 2026 | May 14, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 72,513 | 10,510 | 7.24% | 5.59% | 87 | +15,297 | 26.74% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 72,062 | 10,445 | 0.0% | 0.0% | 88 | -2,573 | -3.45% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Reduced | 71,365 | 10,344 | 2.17% | 2.97% | 89 | -28,804 | -28.76% | Q1 2026 | Apr 02, 2026 |
| Capital Planning LLC | History | Added to | 71,058 | 10,299 | 3.35% | 2.48% | 90 | +8,842 | 14.21% | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 70,828 | 10,260 | 1.14% | 1.11% | 91 | -356 | -0.5% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 69,186 | 10,028 | 0.02% | 0.02% | 92 | +4,872 | 7.58% | Q1 2026 | May 05, 2026 |
| HOWE & RUSLING INC | History | Added to | 68,376 | 9,911 | 0.65% | 0.57% | 93 | +7,376 | 12.09% | Q1 2026 | Apr 28, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 67,028 | 9,715 | 1.1% | 1.19% | 94 | -6,682 | -9.07% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,122 | 8,859 | 0.02% | 0.01% | 95 | +15,332 | 33.48% | Q1 2026 | May 14, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 60,364 | 8,749 | 3.05% | 3.05% | 96 | +5,151 | 9.33% | Q1 2026 | Apr 21, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 58,413 | 8,466 | 5.89% | 5.79% | 97 | -14 | -0.02% | Q1 2026 | Apr 08, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 55,723 | 8,077 | 5.36% | 4.57% | 98 | +4,764 | 9.35% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 52,172 | 7,562 | 0.01% | — | 99 | +52,172 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 50,684 | 7,561 | 0.46% | 0.48% | 100 | -1,489 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 49,905 | 7,234 | 2.7% | 2.41% | 101 | +4,477 | 9.86% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,571 | 7,185 | 0.22% | 0.16% | 102 | +18,206 | 58.05% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 49,222 | 7,134 | 0.01% | — | 103 | +49,222 | New | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 47,733 | 6,918 | 2.9% | 2.75% | 104 | +1,230 | 2.64% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 48,683 | 6,872 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 44,376 | 6,432 | 3.26% | 3.07% | 106 | +1,189 | 2.75% | Q1 2026 | Apr 15, 2026 |
| Compass Planning Associates Inc | History | Added to | 44,086 | 6,390 | 4.09% | 3.54% | 107 | +7,921 | 21.9% | Q1 2026 | Apr 21, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 43,486 | 6,303 | 0.46% | 0.49% | 108 | -10,639 | -19.66% | Q1 2026 | Apr 16, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 42,848 | 6,210 | 1.88% | 1.68% | 109 | +3,012 | 7.56% | Q1 2026 | Apr 22, 2026 |
| Veridan Wealth LLC | History | Reduced | 42,690 | 6,187 | 2.29% | 2.03% | 110 | -149 | -0.35% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Reduced | 42,409 | 6,147 | 3.22% | 2.56% | 111 | -22,392 | -34.56% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,355 | 6,139 | 0.0% | 0.0% | 112 | +37,355 | 747.1% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 41,850 | 6,066 | 0.01% | 0.01% | 113 | -2,102 | -4.78% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 40,827 | 5,917 | 0.35% | 0.33% | 114 | -310 | -0.75% | Q1 2026 | May 11, 2026 |
| Resolute Advisors LLC | History | Added to | 40,306 | 5,842 | 2.42% | 1.85% | 115 | +221 | 0.55% | Q1 2026 | May 07, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 40,127 | 5,816 | 5.2% | 4.91% | 116 | -436 | -1.07% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 39,948 | 5,790 | 0.06% | 0.06% | 117 | -347 | -0.86% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 38,627 | 5,599 | 0.27% | 0.24% | 118 | +1,182 | 3.16% | Q1 2026 | May 18, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 37,099 | 5,377 | 4.93% | 4.9% | 119 | +122 | 0.33% | Q1 2026 | May 08, 2026 |
| Center For Asset Management LLC | History | Reduced | 37,087 | 5,375 | 2.67% | 2.79% | 120 | -660 | -1.75% | Q1 2026 | Apr 16, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 36,654 | 5,312 | 0.04% | 0.04% | 121 | +204 | 0.56% | Q1 2026 | May 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 36,281 | 5,258 | 0.71% | 0.7% | 122 | -445 | -1.21% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 35,737 | 5,180 | 0.06% | 0.01% | 123 | +32,181 | 904.98% | Q1 2026 | Apr 16, 2026 |
| Trademark Financial Management, LLC | History | Added to | 35,403 | 5,131 | 2.51% | 2.1% | 124 | +8,323 | 30.73% | Q1 2026 | Apr 27, 2026 |
| Avant Capital LLC | History | Reduced | 34,891 | 5,057 | 3.56% | 3.48% | 125 | -1,014 | -2.82% | Q1 2026 | May 12, 2026 |
| BSW Wealth Partners | History | Reduced | 34,290 | 4,970 | 0.61% | 0.62% | 126 | -2,130 | -5.85% | Q1 2026 | Apr 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 34,214 | 4,959 | 0.71% | 0.81% | 127 | -4,843 | -12.4% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 33,969 | 4,923 | 0.11% | 0.11% | 128 | -3,449 | -9.22% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 32,431 | 4,877 | 0.09% | — | 129 | +32,431 | New | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 33,493 | 4,854 | 0.04% | 0.04% | 130 | -1,641 | -4.67% | Q1 2026 | May 01, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 33,197 | 4,811 | 2.81% | 2.49% | 131 | +1,940 | 6.21% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 33,095 | 4,797 | 0.27% | 0.27% | 132 | -1,015 | -2.98% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 32,176 | 4,664 | 0.09% | 0.11% | 133 | -5,953 | -15.61% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 32,025 | 4,642 | 0.11% | 0.01% | 134 | +29,359 | 1101.24% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Added to | 31,374 | 4,547 | 0.13% | 0.12% | 135 | +50 | 0.16% | Q1 2026 | Apr 21, 2026 |
| Entelevest, LLC | History | Added to | 31,168 | 4,517 | 4.52% | 4.16% | 136 | +1,779 | 6.05% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 31,051 | 4,500 | 0.0% | 0.0% | 137 | +5,034 | 19.35% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 30,151 | 4,370 | 1.62% | 1.58% | 138 | -871 | -2.81% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 29,893 | 4,333 | 0.26% | 0.32% | 139 | -5,573 | -15.71% | Q1 2026 | Apr 13, 2026 |
| WNY Asset Management, LLC | History | New | 29,772 | 4,315 | 0.45% | — | 140 | +29,772 | New | Q1 2026 | May 22, 2026 |
| LifeWealth Investments, LLC | History | Added to | 29,612 | 4,292 | 1.28% | 1.09% | 141 | +5,164 | 21.12% | Q1 2026 | Apr 20, 2026 |
| WPG Advisers, LLC | History | Reduced | 29,606 | 4,291 | 3.16% | 3.1% | 142 | -33 | -0.11% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 29,145 | 4,224 | 0.05% | 0.05% | 143 | -684 | -2.29% | Q1 2026 | Apr 20, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 28,572 | 4,141 | 1.75% | 1.74% | 144 | -420 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 28,372 | 4,112 | 2.64% | — | 145 | +28,372 | New | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Reduced | 28,091 | 4,071 | 0.43% | 0.46% | 146 | -75 | -0.27% | Q1 2026 | Apr 29, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 28,051 | 4,065 | 0.21% | 0.2% | 147 | -34 | -0.12% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,965 | 4,053 | 0.09% | 0.08% | 148 | +4,222 | 17.78% | Q1 2026 | May 15, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 27,956 | 4,052 | 1.41% | 1.39% | 149 | -1,072 | -3.69% | Q1 2026 | Apr 21, 2026 |
| KINTRA WEALTH, LLC | History | New | 27,474 | 3,982 | 0.28% | — | 150 | +27,474 | New | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 27,180 | 3,939 | 0.06% | 0.02% | 151 | +18,360 | 208.16% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 26,999 | 3,913 | 0.01% | 0.01% | 152 | +747 | 2.85% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 26,770 | 3,880 | 1.15% | 1.05% | 153 | +1,285 | 5.04% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,535 | 3,846 | 0.06% | 0.02% | 154 | +20,238 | 321.39% | Q1 2026 | May 18, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 26,490 | 3,839 | 0.83% | 0.78% | 155 | +228 | 0.87% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,865 | 3,749 | 0.0% | 0.0% | 156 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 26,529 | 3,745 | 0.02% | 0.03% | 157 | -2,665 | -9.13% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 25,136 | 3,643 | 0.26% | 0.25% | 158 | +155 | 0.62% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 24,912 | 3,610 | 0.01% | — | 159 | +24,912 | New | Q1 2026 | May 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 24,829 | 3,600 | 0.02% | 0.02% | 160 | -424 | -1.68% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 25,502 | 3,599 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 24,803 | 3,595 | 0.02% | 0.02% | 162 | +79 | 0.32% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 24,635 | 3,570 | 0.02% | 0.02% | 163 | +81 | 0.33% | Q1 2026 | May 15, 2026 |
| Macro Advisors, Inc. | History | New | 24,556 | 3,559 | 1.47% | — | 164 | +24,556 | New | Q1 2026 | May 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 24,439 | 3,542 | 0.74% | 0.75% | 165 | +718 | 3.03% | Q1 2026 | Apr 15, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 24,151 | 3,500 | 1.43% | 1.31% | 166 | +2,007 | 9.06% | Q1 2026 | Apr 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 23,857 | 3,458 | 1.19% | 1.21% | 167 | +55 | 0.23% | Q1 2026 | Apr 23, 2026 |
| Waterloo Capital, L.P. | History | Added to | 23,730 | 3,439 | 0.24% | 0.03% | 168 | +20,696 | 682.14% | Q1 2026 | May 12, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 23,293 | 3,376 | 2.96% | 1.97% | 169 | +7,552 | 47.98% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 23,242 | 3,280 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 22,159 | 3,211 | 0.48% | 0.44% | 171 | +998 | 4.72% | Q1 2026 | Apr 29, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 21,816 | 3,162 | 0.84% | 0.81% | 172 | -496 | -2.22% | Q1 2026 | Apr 22, 2026 |
| Worth Asset Management, LLC | History | New | 21,484 | 3,114 | 1.16% | — | 173 | +21,484 | New | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,459 | 3,110 | 0.03% | 0.04% | 174 | -13,224 | -38.13% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 20,998 | 3,043 | 0.13% | — | 175 | +20,998 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,982 | 3,041 | 0.0% | 0.0% | 176 | +1,466 | 7.51% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,275 | 2,938 | 0.03% | 0.03% | 177 | -385 | -1.86% | Q1 2026 | Apr 13, 2026 |
| Olistico Wealth, LLC | History | New | 20,188 | 2,926 | 1.44% | — | 178 | +20,188 | New | Q1 2026 | Apr 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,812 | 2,871 | 0.06% | 0.05% | 179 | +3,670 | 22.74% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 19,602 | 2,841 | 0.41% | 0.43% | 180 | -543 | -2.7% | Q1 2026 | Apr 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 19,485 | 2,824 | 0.68% | 0.62% | 181 | +3,278 | 20.23% | Q1 2026 | May 07, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 19,187 | 2,781 | 1.2% | 1.21% | 182 | -643 | -3.24% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | Added to | 19,080 | 2,765 | 0.09% | 0.08% | 183 | +1,580 | 9.03% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,025 | 2,757 | 0.0% | 0.0% | 184 | +7,728 | 68.41% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 18,991 | 2,752 | 0.1% | 0.1% | 185 | -2,344 | -10.99% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 18,984 | 2,751 | 0.01% | 0.01% | 186 | -16,966 | -47.19% | Q1 2026 | May 08, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 18,903 | 2,739 | 0.75% | 0.71% | 187 | +114 | 0.61% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 18,664 | 2,705 | 0.03% | 0.03% | 188 | +92 | 0.5% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,464 | 2,676 | 0.05% | 0.05% | 189 | +297 | 1.63% | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 18,394 | 2,666 | 1.73% | 1.64% | 190 | +310 | 1.71% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,160 | 2,632 | 0.0% | — | 191 | +18,160 | New | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 17,780 | 2,570 | 0.08% | 0.07% | 192 | +672 | 3.93% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 17,656 | 2,559 | 0.01% | 0.01% | 193 | +73 | 0.42% | Q1 2026 | May 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 17,112 | 2,480 | 1.16% | 1.17% | 194 | -571 | -3.23% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Added to | 16,579 | 2,403 | 0.0% | 0.0% | 195 | +1,332 | 8.74% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Added to | 16,346 | 2,369 | 0.12% | 0.11% | 196 | +815 | 5.25% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,560 | 2,337 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Horizon Investment Services, LLC | History | Added to | 16,004 | 2,319 | 0.81% | 0.78% | 198 | +547 | 3.54% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 15,981 | 2,316 | 0.85% | 0.82% | 199 | -68 | -0.42% | Q1 2026 | May 08, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 15,564 | 2,256 | 0.75% | 0.63% | 200 | +2,211 | 16.56% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 15,513 | 2,248 | 0.02% | 0.02% | 201 | +52 | 0.34% | Q1 2026 | May 12, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 15,499 | 2,246 | 0.22% | 0.23% | 202 | -2,276 | -12.8% | Q1 2026 | May 19, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 15,473 | 2,242 | 0.1% | 0.1% | 203 | +7 | 0.05% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Added to | 15,196 | 2,202 | 0.08% | 0.08% | 204 | +14 | 0.09% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,187 | 2,201 | 0.06% | 0.05% | 205 | +641 | 4.41% | Q1 2026 | May 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 14,893 | 2,158 | 2.27% | 2.36% | 207 | +6,061 | 68.63% | Q1 2026 | May 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 14,892 | 2,158 | 1.29% | 1.06% | 206 | -39 | -0.26% | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 14,560 | 2,108 | 0.66% | 0.66% | 208 | +9 | 0.06% | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | Added to | 14,113 | 2,045 | 0.56% | 0.52% | 209 | +899 | 6.8% | Q1 2026 | Apr 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,089 | 2,042 | 0.15% | 0.03% | 210 | +10,703 | 316.1% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 14,024 | 2,032 | 0.01% | 0.01% | 211 | +299 | 2.18% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Added to | 13,612 | 1,973 | 1.64% | 1.64% | 212 | +1,081 | 8.63% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,600 | 1,971 | 0.0% | 0.0% | 213 | -4,000 | -22.73% | Q1 2026 | May 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 13,794 | 1,947 | 0.57% | 0.57% | 214 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Finward Bancorp | History | Reduced | 13,414 | 1,944 | 1.55% | 1.48% | 215 | -88 | -0.65% | Q1 2026 | Apr 10, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,316 | 1,930 | 0.0% | — | 216 | +13,316 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 12,961 | 1,878 | 0.0% | 0.01% | 217 | -1,385 | -9.65% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,954 | 1,877 | 0.01% | 0.0% | 218 | +10,073 | 349.64% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 12,733 | 1,845 | 0.55% | 0.5% | 219 | +950 | 8.06% | Q1 2026 | May 05, 2026 |
| Passumpsic Savings Bank | History | No change | 13,034 | 1,839 | 1.01% | 1.01% | 220 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DMKC Advisory Services, LLC | History | No change | 12,446 | 1,804 | 0.75% | 0.77% | 221 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,357 | 1,791 | 0.07% | 0.06% | 222 | -26 | -0.21% | Q1 2026 | Apr 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,683 | 1,790 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 12,345 | 1,789 | 0.1% | 0.06% | 224 | +5,412 | 78.06% | Q1 2026 | Apr 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,778 | 1,707 | 0.0% | 0.0% | 225 | -200 | -1.67% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 11,700 | 1,695 | 0.08% | 0.08% | 226 | +466 | 4.15% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 11,560 | 1,675 | 0.01% | 0.01% | 227 | -417 | -3.48% | Q1 2026 | May 15, 2026 |
| Bowman & Co S.C. | History | No change | 11,788 | 1,663 | 0.7% | 0.7% | 228 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 11,345 | 1,644 | 0.08% | 0.08% | 229 | -159 | -1.38% | Q1 2026 | May 04, 2026 |
| Causey Wealth LLC | History | Added to | 11,306 | 1,638 | 0.7% | 0.74% | 230 | +612 | 5.72% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,183 | 1,621 | 0.0% | 0.0% | 231 | +2,251 | 25.2% | Q1 2026 | May 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 11,018 | 1,596 | 0.27% | — | 232 | +11,018 | New | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,964 | 1,589 | 0.03% | 0.03% | 233 | +60 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,177 | 1,577 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 11,016 | 1,555 | 0.0% | 0.0% | 235 | +7,094 | 180.88% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | No change | 10,700 | 1,550 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WT Wealth Management | History | New | 10,670 | 1,546 | 0.46% | — | 237 | +10,670 | New | Q1 2026 | Apr 21, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 10,606 | 1,537 | 1.14% | 1.09% | 238 | +819 | 8.37% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,346 | 1,531 | 0.0% | 0.0% | 239 | +2,743 | 25.87% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,396 | 1,506 | 0.02% | 0.02% | 240 | -1,426 | -12.06% | Q1 2026 | Apr 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,371 | 1,503 | 0.05% | 0.05% | 241 | +856 | 9.0% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Reduced | 9,859 | 1,429 | 0.04% | 0.06% | 242 | -5,328 | -35.08% | Q1 2026 | May 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,780 | 1,417 | 0.02% | 0.01% | 243 | +161 | 1.67% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,736 | 1,411 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Petix & Botte Co | History | No change | 9,700 | 1,406 | 0.31% | 0.31% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,549 | 1,384 | 0.03% | 0.03% | 246 | -69 | -0.72% | Q1 2026 | Apr 29, 2026 |
| CFC Planning Co LLC | History | Added to | 9,254 | 1,341 | 0.96% | 0.83% | 247 | +1,522 | 19.68% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Reduced | 8,931 | 1,294 | 0.02% | 0.02% | 248 | -583 | -6.13% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,813 | 1,277 | 0.3% | 0.29% | 249 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 8,641 | 1,252 | 0.34% | 0.51% | 250 | -4,567 | -34.58% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 8,379 | 1,214 | 0.04% | 0.02% | 251 | +3,033 | 56.73% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,350 | 1,210 | 0.0% | 0.0% | 252 | +6,702 | 406.67% | Q1 2026 | May 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 8,142 | 1,180 | 0.54% | 0.5% | 253 | +774 | 10.5% | Q1 2026 | Apr 10, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 8,109 | 1,175 | 0.74% | 0.72% | 254 | -242 | -2.9% | Q1 2026 | Apr 23, 2026 |
| SCS Capital Management LLC | History | Added to | 8,007 | 1,160 | 0.01% | 0.01% | 255 | +44 | 0.55% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 7,987 | 1,157 | 0.02% | 0.01% | 256 | +4,835 | 153.39% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | Added to | 7,955 | 1,153 | 0.02% | 0.02% | 257 | +277 | 3.61% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | No change | 7,705 | 1,116 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 7,616 | 1,103 | 0.05% | 0.05% | 259 | +233 | 3.16% | Q1 2026 | May 13, 2026 |
| Americana Partners, LLC | History | No change | 7,594 | 1,100 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,586 | 1,099 | 0.09% | 0.15% | 261 | -6,026 | -44.27% | Q1 2026 | May 07, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 7,413 | 1,074 | 0.06% | 0.06% | 262 | -808 | -9.83% | Q1 2026 | May 15, 2026 |
| Private Wealth Group, LLC | History | No change | 7,354 | 1,065 | 0.5% | 0.5% | 263 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crane Advisory, LLC | History | No change | 7,126 | 1,064 | 0.16% | 0.16% | 264 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,339 | 1,063 | 0.03% | 0.04% | 265 | -2,236 | -23.35% | Q1 2026 | May 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,243 | 1,049 | 0.07% | 0.07% | 266 | +9 | 0.12% | Q1 2026 | Apr 27, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 7,174 | 1,039 | 0.49% | 1.28% | 267 | -12,279 | -63.12% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,054 | 1,022 | 0.01% | 0.0% | 268 | +1,111 | 18.69% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 7,056 | 1,022 | 0.1% | 0.09% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,032 | 1,019 | 0.03% | 0.03% | 270 | +30 | 0.43% | Q1 2026 | Apr 07, 2026 |
| Hudock, Inc. | History | Added to | 6,978 | 1,011 | 0.15% | 0.14% | 271 | +140 | 2.05% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 6,966 | 1,009 | 0.02% | 0.02% | 272 | -376 | -5.12% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 6,934 | 1,005 | 0.02% | 0.02% | 273 | +577 | 9.08% | Q1 2026 | Apr 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 6,786 | 983 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 6,451 | 981 | 0.63% | 0.69% | 275 | -575 | -8.18% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 6,743 | 977 | 0.49% | 0.45% | 277 | +138 | 2.09% | Q1 2026 | May 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 6,745 | 977 | 0.1% | 0.09% | 276 | +41 | 0.61% | Q1 2026 | Apr 15, 2026 |
| Keystone Financial Group | History | Added to | 6,512 | 943 | 0.06% | 0.07% | 278 | +267 | 4.28% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Reduced | 6,497 | 941 | 0.05% | 0.04% | 279 | -225 | -3.35% | Q1 2026 | May 14, 2026 |
| First National Advisers, LLC | History | No change | 6,460 | 936 | 0.14% | 0.13% | 280 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,425 | 931 | 0.05% | 0.03% | 281 | +2,981 | 86.56% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,340 | 919 | 0.03% | 0.03% | 282 | -9 | -0.14% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,273 | 909 | 0.04% | — | 283 | +6,273 | New | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,164 | 893 | 0.03% | — | 284 | +6,164 | New | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 6,070 | 879 | 0.07% | 0.06% | 286 | +749 | 14.08% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,070 | 879 | 0.08% | 0.05% | 285 | -76 | -1.24% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,928 | 859 | 0.05% | 0.05% | 287 | -407 | -6.42% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,892 | 853 | 0.03% | 0.01% | 288 | +3,547 | 151.26% | Q1 2026 | Apr 14, 2026 |
| Virtu Financial LLC | History | New | 5,820 | 844 | 0.03% | — | 289 | +5,820 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 5,728 | 830 | 0.0% | 0.0% | 290 | +796 | 16.14% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 5,721 | 829 | 0.03% | 0.03% | 291 | +422 | 7.96% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 5,707 | 827 | 0.24% | 0.25% | 293 | -437 | -7.11% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,712 | 827 | 0.03% | 0.04% | 292 | +24 | 0.42% | Q1 2026 | May 19, 2026 |
| GreatBanc Trust CO | History | Added to | 5,673 | 822 | 0.58% | 0.3% | 294 | +2,675 | 89.23% | Q1 2026 | Apr 30, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 5,631 | 816 | 0.26% | — | 295 | +5,631 | New | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 5,609 | 813 | 0.18% | 0.17% | 296 | -58 | -1.02% | Q1 2026 | May 21, 2026 |
| Addison Advisors LLC | History | Added to | 5,575 | 808 | 0.18% | 0.15% | 297 | +875 | 18.62% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,550 | 804 | 0.26% | 0.28% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creekside Partners | History | No change | 5,544 | 803 | 0.33% | 0.33% | 299 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | New | 5,523 | 800 | 0.01% | — | 300 | +5,523 | New | Q1 2026 | May 12, 2026 |