VANGUARD WORLD FUND - VAW
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.
Details.
Showing first 300 of
448 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | History | Reduced | 454,180 | 102,344 | 5.76% | 5.48% | 1 | -39,360 | -7.98% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 417,994 | 94,190 | 0.01% | 0.02% | 2 | -986,874 | -70.25% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 343,740 | 77,458 | 0.2% | 0.22% | 3 | -43,377 | -11.21% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 308,585 | 69,536 | 0.02% | 0.02% | 4 | +12,998 | 4.4% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 259,283 | 58,427 | 0.0% | 0.0% | 5 | +18,708 | 7.78% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 234,944 | 52,942 | 0.01% | 0.01% | 6 | -5,577 | -2.32% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 226,706 | 51,086 | 0.01% | 0.01% | 7 | -13,146 | -5.48% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 225,065 | 50,716 | 0.04% | 0.04% | 8 | -23,557 | -9.48% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 172,265 | 38,818 | 0.01% | 0.01% | 9 | +4,961 | 2.97% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 170,321 | 38,380 | 0.6% | 0.5% | 10 | +7,477 | 4.59% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 123,494 | 27,828 | 0.0% | 0.0% | 11 | +14,759 | 13.57% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 100,000 | 22,534 | 0.87% | 0.83% | 12 | -6,700 | -6.28% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 90,452 | 20,382 | 0.0% | 0.0% | 13 | -7,085 | -7.26% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 89,211 | 20,102 | 0.02% | 0.03% | 14 | -32,407 | -26.65% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 72,773 | 16,398 | 0.05% | 0.04% | 15 | +3,446 | 4.97% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,046 | 16,235 | 0.01% | 0.01% | 16 | +3,030 | 4.39% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 68,141 | 15,227 | 0.02% | 0.02% | 17 | -1,105 | -1.6% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 62,938 | 14,182 | 0.67% | 0.63% | 18 | -430 | -0.68% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 57,276 | 12,611 | 0.0% | 0.0% | 19 | +1,024 | 1.82% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 53,997 | 12,167 | 0.1% | 0.04% | 20 | +26,073 | 93.37% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 45,037 | 10,148 | 0.01% | 0.01% | 21 | -767 | -1.67% | Q1 2026 | May 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 42,492 | 9,575 | 0.32% | 0.25% | 22 | +5,579 | 15.11% | Q1 2026 | May 15, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 41,618 | 9,378 | 2.34% | 3.25% | 23 | -2,266 | -5.16% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 40,621 | 9,153 | 0.02% | 0.01% | 24 | +643 | 1.61% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 40,162 | 9,050 | 0.01% | 0.0% | 25 | +2,955 | 7.94% | Q1 2026 | May 07, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 38,836 | 8,751 | 0.32% | — | 26 | +38,836 | New | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 37,431 | 8,434 | 0.65% | 0.49% | 27 | +8,238 | 28.22% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,218 | 7,496 | 0.01% | 0.01% | 28 | -6,223 | -15.78% | Q1 2026 | May 15, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 31,033 | 6,992 | 4.66% | 4.28% | 29 | -1,391 | -4.29% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 30,340 | 6,836 | 0.05% | 0.05% | 30 | -335 | -1.09% | Q1 2026 | Apr 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 28,978 | 6,673 | 0.45% | 0.38% | 31 | +3,140 | 12.15% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Added to | 28,475 | 6,416 | 0.57% | 0.48% | 32 | +44 | 0.15% | Q1 2026 | Apr 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 28,403 | 6,400 | 0.2% | 0.17% | 33 | +2,905 | 11.39% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Reduced | 24,924 | 5,616 | 0.0% | 0.0% | 34 | -692 | -2.7% | Q1 2026 | May 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Reduced | 23,376 | 5,530 | 1.25% | 1.12% | 35 | -2 | -0.01% | Q1 2026 | Apr 15, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 24,110 | 5,433 | 1.65% | 1.71% | 36 | -1,937 | -7.44% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 23,816 | 5,366 | 0.1% | 0.09% | 37 | +862 | 3.76% | Q1 2026 | Apr 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 23,735 | 5,348 | 0.18% | 0.12% | 38 | -280 | -1.17% | Q1 2026 | Apr 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 22,543 | 5,080 | 0.67% | 0.63% | 39 | -991 | -4.21% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,383 | 5,044 | 0.01% | 0.01% | 40 | +4,081 | 22.3% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,289 | 5,022 | 0.01% | 0.01% | 41 | -2,378 | -9.64% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Reduced | 21,464 | 4,836 | 0.13% | 0.13% | 42 | -940 | -4.2% | Q1 2026 | May 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 21,438 | 4,830 | 1.02% | 0.97% | 43 | -1,878 | -8.05% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,284 | 4,570 | 0.06% | 0.05% | 44 | +984 | 5.1% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,080 | 4,525 | 0.0% | 0.0% | 45 | +2,716 | 15.64% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 19,932 | 4,491 | 0.01% | 0.01% | 46 | -5,770 | -22.45% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,898 | 4,484 | 0.0% | 0.0% | 47 | -4,539 | -18.57% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 19,202 | 4,327 | 0.39% | 0.38% | 48 | -858 | -4.28% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,143 | 4,313 | 0.01% | 0.01% | 49 | -338 | -1.74% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 17,056 | 3,843 | 0.18% | — | 50 | +17,056 | New | Q1 2026 | Apr 28, 2026 |
| Silver Coast Investments LLC | History | Added to | 16,806 | 3,787 | 1.21% | 1.18% | 51 | +249 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 16,499 | 3,717 | 2.17% | 2.01% | 52 | -209 | -1.25% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,395 | 3,694 | 0.0% | 0.0% | 53 | +3,495 | 27.09% | Q1 2026 | May 15, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 16,217 | 3,654 | 0.63% | 0.57% | 54 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,389 | 3,467 | 0.02% | 0.01% | 55 | +2,596 | 20.29% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 15,098 | 3,402 | 0.04% | 0.04% | 56 | -620 | -3.94% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,508 | 3,269 | 0.02% | 0.02% | 57 | +56 | 0.39% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 14,043 | 3,164 | 0.14% | 0.16% | 58 | -147 | -1.04% | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,700 | 3,098 | 0.05% | 0.05% | 59 | +40 | 0.29% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,715 | 3,090 | 0.0% | 0.0% | 60 | +3,056 | 28.67% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,551 | 3,053 | 0.01% | 0.01% | 61 | +878 | 6.93% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 13,369 | 3,012 | 0.0% | 0.0% | 62 | -1,491 | -10.03% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,825 | 2,889 | 0.01% | 0.01% | 63 | -1,950 | -13.2% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 12,720 | 2,866 | 0.01% | 0.01% | 64 | -2,267 | -15.13% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,347 | 2,782 | 0.0% | 0.0% | 65 | +6,019 | 95.12% | Q1 2026 | May 15, 2026 |
| TrueWealth Financial Partners | History | New | 11,549 | 2,602 | 1.04% | — | 67 | +11,549 | New | Q1 2026 | May 20, 2026 |
| Kinloch Capital, LLC | History | New | 11,548 | 2,602 | 1.06% | — | 66 | +11,548 | New | Q1 2026 | May 15, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 11,495 | 2,590 | 2.47% | 2.37% | 68 | -200 | -1.71% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,423 | 2,573 | 0.01% | 0.01% | 69 | -8,191 | -41.76% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,085 | 2,438 | 0.0% | 0.0% | 70 | -1,217 | -8.51% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 10,458 | 2,356 | 0.11% | 0.09% | 71 | +108 | 1.04% | Q1 2026 | May 06, 2026 |
| Sierra Capital LLC | History | No change | 10,398 | 2,343 | 0.26% | 0.23% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Reduced | 10,087 | 2,273 | 0.78% | 0.75% | 73 | -195 | -1.9% | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | Added to | 10,043 | 2,263 | 1.52% | 1.4% | 74 | +125 | 1.26% | Q1 2026 | Apr 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 9,889 | 2,228 | 0.42% | 0.4% | 75 | -336 | -3.29% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 9,887 | 2,227 | 0.02% | — | 76 | +9,887 | New | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9,745 | 2,195 | 0.06% | 0.05% | 77 | -346 | -3.43% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,583 | 2,159 | 0.02% | 0.02% | 78 | +59 | 0.62% | Q1 2026 | Apr 15, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 9,391 | 2,116 | 0.61% | 0.62% | 79 | -156 | -1.63% | Q1 2026 | Apr 16, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 9,118 | 2,054 | 0.83% | 0.96% | 80 | -3,384 | -27.07% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,865 | 1,997 | 0.0% | 0.0% | 81 | +6,689 | 307.4% | Q1 2026 | May 01, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 8,663 | 1,952 | 0.19% | 0.22% | 82 | -2,145 | -19.85% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 8,219 | 1,851 | 0.0% | 0.0% | 83 | +200 | 2.49% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,362 | 1,838 | 0.0% | 0.0% | 84 | +3,361 | 67.21% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,720 | 1,809 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,745 | 1,745 | 0.1% | 0.09% | 86 | -129 | -1.64% | Q1 2026 | Apr 24, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 7,537 | 1,698 | 1.47% | 1.45% | 87 | -755 | -9.11% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 7,499 | 1,689 | 0.21% | 0.19% | 88 | -87 | -1.15% | Q1 2026 | May 11, 2026 |
| Farrell Financial LLC | History | Added to | 7,354 | 1,657 | 0.99% | 0.89% | 89 | +72 | 0.99% | Q1 2026 | Apr 13, 2026 |
| Pathway Financial Advisors LLC | History | No change | 7,240 | 1,650 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 7,307 | 1,646 | 0.46% | 0.55% | 91 | -968 | -11.7% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,162 | 1,613 | 0.0% | 0.0% | 92 | -234 | -3.16% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,075 | 1,594 | 0.01% | 0.01% | 93 | +144 | 2.08% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,844 | 1,542 | 0.35% | 0.3% | 94 | +367 | 5.67% | Q1 2026 | Apr 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 6,809 | 1,534 | 0.51% | 0.47% | 95 | -80 | -1.16% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 6,803 | 1,532 | 0.0% | 0.0% | 96 | +118 | 1.77% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,319 | 1,424 | 0.01% | 0.01% | 97 | +27 | 0.43% | Q1 2026 | May 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 6,202 | 1,397 | 0.21% | 0.2% | 98 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,138 | 1,383 | 0.07% | 0.07% | 99 | -1,039 | -14.48% | Q1 2026 | May 18, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,089 | 1,372 | 0.0% | 0.0% | 100 | +729 | 13.6% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,074 | 1,368 | 0.0% | 0.0% | 101 | +580 | 10.56% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 6,054 | 1,364 | 0.0% | — | 102 | +6,054 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 6,474 | 1,343 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 5,665 | 1,276 | 0.15% | 0.1% | 104 | +1,363 | 31.68% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,615 | 1,265 | 0.01% | 0.0% | 105 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,571 | 1,255 | 0.03% | 0.03% | 106 | -474 | -7.84% | Q1 2026 | May 15, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 5,446 | 1,227 | 0.54% | 0.43% | 107 | +616 | 12.75% | Q1 2026 | May 12, 2026 |
| Choate Investment Advisors | History | No change | 5,297 | 1,193 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,175 | 1,166 | 0.03% | 0.03% | 109 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 5,168 | 1,164 | 0.76% | 0.75% | 110 | -50 | -0.96% | Q1 2026 | Apr 23, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 4,895 | 1,155 | 0.53% | 0.49% | 111 | -268 | -5.19% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,022 | 1,131 | 0.0% | 0.0% | 112 | -66 | -1.3% | Q1 2026 | May 14, 2026 |
| AF Advisors, Inc. | History | New | 5,017 | 1,130 | 0.62% | — | 113 | +5,017 | New | Q1 2026 | May 01, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,997 | 1,126 | 0.01% | 0.01% | 114 | -236 | -4.51% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,945 | 1,114 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 4,918 | 1,108 | 0.08% | 0.07% | 116 | -50 | -1.01% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,860 | 1,095 | 0.01% | 0.01% | 117 | -125 | -2.51% | Q1 2026 | May 15, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 4,853 | 1,093 | 0.24% | 0.22% | 118 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,540 | 1,023 | 0.01% | 0.0% | 119 | +477 | 11.74% | Q1 2026 | May 13, 2026 |
| Dorato Capital Management | History | No change | 4,243 | 995 | 0.73% | 0.72% | 120 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,336 | 977 | 0.01% | 0.01% | 121 | +2,085 | 92.63% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,318 | 973 | 0.02% | 0.02% | 122 | +74 | 1.74% | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,317 | 972 | 0.02% | 0.02% | 123 | -525 | -10.84% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 4,308 | 970 | 0.1% | 0.11% | 124 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,304 | 969 | 0.1% | 0.08% | 125 | +684 | 18.9% | Q1 2026 | May 13, 2026 |
| Bonfire Financial | History | Reduced | 4,194 | 945 | 0.71% | 0.84% | 127 | -1,221 | -22.55% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,195 | 945 | 0.0% | 0.0% | 126 | -63 | -1.48% | Q1 2026 | May 01, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 4,155 | 936 | 0.17% | 0.17% | 128 | -162 | -3.75% | Q1 2026 | Apr 15, 2026 |
| Wolff Financial Management LLC | History | Added to | 4,153 | 935 | 0.21% | 0.19% | 129 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 3,992 | 899 | 1.38% | 0.45% | 130 | -22 | -0.55% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,912 | 881 | 0.01% | 0.01% | 131 | -85 | -2.13% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,890 | 876 | 0.01% | 0.01% | 132 | -40 | -1.02% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,870 | 872 | 0.0% | 0.0% | 133 | +39 | 1.02% | Q1 2026 | May 15, 2026 |
| City State Bank | History | Reduced | 3,834 | 863 | 0.22% | 0.22% | 134 | -70 | -1.79% | Q1 2026 | Apr 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 3,826 | 862 | 0.1% | 0.09% | 135 | -20 | -0.52% | Q1 2026 | May 01, 2026 |
| Joule Financial, LLC | History | Added to | 3,818 | 860 | 0.25% | 0.24% | 136 | +14 | 0.37% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,790 | 854 | 0.0% | 0.0% | 137 | +2,005 | 112.32% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,776 | 851 | 0.4% | 0.36% | 138 | +9 | 0.24% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,764 | 848 | 0.01% | 0.01% | 139 | -728 | -16.21% | Q1 2026 | Apr 20, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,690 | 831 | 0.01% | 0.01% | 140 | +356 | 10.68% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,675 | 828 | 0.04% | 0.04% | 141 | -13 | -0.35% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,559 | 801 | 0.0% | 0.0% | 142 | +48 | 1.37% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,544 | 798 | 0.0% | 0.0% | 143 | +208 | 6.24% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,500 | 788 | 0.0% | 0.0% | 144 | +800 | 29.63% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,384 | 772 | 0.06% | 0.06% | 145 | -327 | -8.81% | Q1 2026 | Apr 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,405 | 767 | 0.02% | 0.01% | 146 | -89 | -2.55% | Q1 2026 | Apr 29, 2026 |
| Spinnaker Investment Group, LLC | History | New | 3,368 | 758 | 0.15% | — | 147 | +3,368 | New | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 3,343 | 753 | 0.0% | 0.0% | 148 | +133 | 4.14% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,251 | 732 | 0.0% | 0.0% | 149 | +2,398 | 281.13% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 3,249 | 732 | 0.06% | 0.05% | 150 | -10 | -0.31% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | Added to | 3,243 | 730 | 0.01% | 0.01% | 151 | +78 | 2.46% | Q1 2026 | Apr 17, 2026 |
| BAILARD, INC. | History | Reduced | 3,229 | 727 | 0.02% | 0.02% | 152 | -482 | -12.99% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,224 | 726 | 0.01% | 0.01% | 153 | +10 | 0.31% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 3,217 | 725 | 0.01% | 0.01% | 154 | +6 | 0.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,212 | 723 | 0.0% | 0.0% | 155 | +317 | 10.95% | Q1 2026 | May 14, 2026 |
| Retirement Planning Group, LLC | History | Added to | 3,208 | 722 | 0.02% | 0.01% | 156 | +1,241 | 63.09% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 3,144 | 708 | 0.01% | 0.01% | 157 | -228 | -6.76% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 3,134 | 706 | 0.0% | 0.0% | 158 | +1,316 | 72.39% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 3,066 | 690 | 0.06% | 0.04% | 159 | +460 | 17.65% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,053 | 687 | 0.0% | 0.0% | 160 | +251 | 8.96% | Q1 2026 | Apr 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,008 | 677 | 0.05% | 0.06% | 161 | -1,120 | -27.13% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,000 | 676 | 0.03% | 0.03% | 162 | +179 | 6.35% | Q1 2026 | Apr 23, 2026 |
| BOKF, NA | History | No change | 2,989 | 673 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 2,986 | 672 | 0.36% | 0.32% | 164 | +9 | 0.3% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 2,949 | 664 | 0.26% | 0.26% | 165 | -351 | -10.64% | Q1 2026 | Apr 07, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 2,808 | 664 | 0.14% | 0.14% | 166 | -41 | -1.44% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Added to | 2,838 | 639 | 0.0% | 0.0% | 167 | +705 | 33.05% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,788 | 636 | 0.01% | 0.01% | 168 | -881 | -24.01% | Q1 2026 | Apr 07, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,804 | 631 | 0.03% | 0.03% | 169 | -2 | -0.07% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,746 | 624 | 0.01% | 0.01% | 170 | +2 | 0.07% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,768 | 623 | 0.0% | 0.0% | 171 | +449 | 19.36% | Q1 2026 | May 08, 2026 |
| Dentgroup LLC | History | No change | 2,993 | 621 | 0.43% | 0.43% | 172 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 2,749 | 619 | 0.0% | 0.0% | 173 | +192 | 7.51% | Q1 2026 | May 15, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 2,685 | 605 | 0.49% | 0.44% | 174 | -1 | -0.04% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,673 | 602 | 0.0% | 0.0% | 175 | +509 | 23.52% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 2,637 | 594 | 0.02% | 0.02% | 176 | -101 | -3.69% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,533 | 570 | 0.25% | 0.23% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,507 | 564 | 0.01% | 0.01% | 179 | +221 | 9.67% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,503 | 564 | 0.01% | 0.01% | 178 | -111 | -4.25% | Q1 2026 | May 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 2,334 | 547 | 0.1% | 0.1% | 180 | -4 | -0.17% | Q1 2026 | Apr 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,391 | 545 | 0.02% | 0.02% | 181 | -1,580 | -39.79% | Q1 2026 | Apr 08, 2026 |
| North Forty Two & Co. | History | No change | 2,400 | 540 | 0.5% | 0.47% | 182 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,342 | 528 | 0.02% | 0.01% | 183 | -2 | -0.09% | Q1 2026 | Apr 21, 2026 |
| ASPIRIANT, LLC | History | Reduced | 2,324 | 523 | 0.01% | 0.01% | 184 | -196 | -7.78% | Q1 2026 | May 12, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 2,315 | 521 | 0.13% | 0.12% | 185 | -9 | -0.39% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,296 | 517 | 0.0% | 0.0% | 186 | +90 | 4.08% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,268 | 511 | 0.06% | 0.06% | 187 | -109 | -4.59% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,257 | 508 | 0.01% | 0.01% | 188 | +178 | 8.56% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 2,251 | 507 | 0.03% | — | 189 | +2,251 | New | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,246 | 506 | 0.05% | — | 190 | +2,246 | New | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,238 | 504 | 0.01% | 0.0% | 191 | -100 | -4.28% | Q1 2026 | Apr 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 2,211 | 498 | 0.2% | 0.13% | 192 | +629 | 39.76% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,203 | 496 | 0.0% | 0.01% | 193 | -3,794 | -63.26% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 2,177 | 490 | 0.03% | 0.03% | 194 | +19 | 0.88% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 2,129 | 479 | 0.0% | 0.0% | 195 | -650 | -23.39% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,119 | 477 | 0.01% | 0.01% | 196 | -417 | -16.44% | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | Reduced | 2,113 | 476 | 0.24% | 0.22% | 197 | -33 | -1.54% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 2,098 | 472 | 0.02% | 0.02% | 198 | +107 | 5.37% | Q1 2026 | May 12, 2026 |
| Calder Financial LLC | History | Added to | 2,053 | 468 | 0.46% | 0.31% | 199 | +525 | 34.36% | Q1 2026 | Apr 07, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 2,044 | 460 | 0.29% | 0.28% | 200 | -59 | -2.81% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,010 | 452 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,116 | 443 | 0.0% | 0.0% | 202 | +264 | 14.25% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,961 | 441 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 1,930 | 434 | 0.21% | 0.18% | 204 | +172 | 9.78% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,900 | 428 | 0.01% | 0.01% | 205 | -60 | -3.06% | Q1 2026 | May 01, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 1,894 | 426 | 0.17% | 0.15% | 206 | +84 | 4.64% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 1,874 | 422 | 0.04% | 0.04% | 207 | -31 | -1.63% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 1,869 | 421 | 0.03% | 0.02% | 208 | +5 | 0.27% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,867 | 420 | 0.0% | — | 209 | +1,867 | New | Q1 2026 | May 12, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,816 | 409 | 0.09% | 0.08% | 210 | +7 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | New | 1,793 | 404 | 0.01% | — | 211 | +1,793 | New | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | No change | 1,766 | 397 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,739 | 391 | 0.08% | 0.08% | 213 | -135 | -7.2% | Q1 2026 | Apr 15, 2026 |
| KPP Advisory Services LLC | History | No change | 1,739 | 391 | 0.06% | 0.05% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,714 | 386 | 0.0% | 0.0% | 215 | +14 | 0.82% | Q1 2026 | Apr 20, 2026 |
| Keebeck Wealth Management | History | No change | 1,706 | 384 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,700 | 383 | 0.06% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 1,654 | 372 | 0.17% | 0.18% | 218 | -281 | -14.52% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 1,571 | 370 | 0.01% | 0.01% | 219 | +198 | 14.42% | Q1 2026 | Apr 20, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 1,641 | 369 | 0.03% | 0.03% | 220 | -17 | -1.03% | Q1 2026 | Apr 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,623 | 365 | 0.05% | 0.04% | 221 | +5 | 0.31% | Q1 2026 | Apr 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,605 | 361 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,596 | 359 | 0.11% | 0.09% | 223 | +70 | 4.59% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,587 | 357 | 0.0% | 0.0% | 224 | +305 | 23.79% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 1,558 | 351 | 0.01% | 0.01% | 225 | -163 | -9.47% | Q1 2026 | Apr 06, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,557 | 350 | 0.24% | 0.21% | 226 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,526 | 343 | 0.0% | 0.0% | 227 | -34 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Elm Partners Management LLC | History | Added to | 1,524 | 335 | 0.01% | 0.01% | 228 | +404 | 36.07% | Q1 2026 | May 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,475 | 332 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,472 | 331 | 0.02% | 0.02% | 230 | +25 | 1.73% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Reduced | 1,378 | 310 | 0.01% | 0.05% | 231 | -5,921 | -81.12% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 1,370 | 308 | 0.0% | 0.0% | 232 | -72 | -4.99% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 1,342 | 302 | 0.01% | 0.01% | 233 | -31 | -2.26% | Q1 2026 | May 15, 2026 |
| Narwhal Capital Management | History | Reduced | 1,332 | 300 | 0.02% | 0.02% | 234 | -82 | -5.8% | Q1 2026 | Apr 23, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,315 | 296 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 1,295 | 291 | 0.07% | 0.06% | 236 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,291 | 290 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Waldron Private Wealth LLC | History | Added to | 1,266 | 285 | 0.01% | 0.01% | 238 | +5 | 0.4% | Q1 2026 | Apr 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 1,259 | 283 | 0.01% | 0.01% | 239 | +66 | 5.53% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,235 | 278 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | No change | 1,228 | 276 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,213 | 273 | 0.03% | 0.03% | 243 | -42 | -3.35% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 1,213 | 273 | 0.01% | 0.01% | 242 | -5 | -0.41% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,207 | 271 | 0.0% | 0.0% | 244 | -604 | -33.35% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | No change | 1,193 | 269 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,185 | 267 | 0.06% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Square, LLC | History | New | 1,121 | 264 | 0.12% | — | 248 | +1,121 | New | Q1 2026 | May 11, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 1,174 | 264 | 0.1% | 0.08% | 247 | -13 | -1.1% | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,161 | 261 | 0.01% | 0.01% | 249 | +142 | 13.94% | Q1 2026 | May 04, 2026 |
| Csenge Advisory Group | History | No change | 1,162 | 261 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McGuire Investment Group, LLC | History | Added to | 1,148 | 258 | 0.03% | 0.02% | 252 | +100 | 9.54% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 1,145 | 258 | 0.0% | 0.0% | 251 | +1 | 0.09% | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | No change | 1,100 | 247 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 1,081 | 243 | 0.0% | 0.0% | 254 | +61 | 5.98% | Q1 2026 | May 14, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 1,062 | 239 | 0.07% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,051 | 236 | 0.0% | — | 256 | +1,051 | New | Q1 2026 | May 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | New | 1,045 | 235 | 0.13% | — | 259 | +1,045 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,043 | 235 | 0.0% | 0.0% | 257 | +645 | 162.06% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 1,045 | 235 | 0.07% | 0.07% | 258 | -67 | -6.03% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,031 | 232 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 1,026 | 231 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | New | 1,025 | 230 | 0.0% | — | 262 | +1,025 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,014 | 228 | 0.0% | 0.0% | 263 | -363 | -26.36% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,008 | 227 | 0.0% | — | 265 | +1,008 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,008 | 227 | 0.01% | 0.0% | 264 | +859 | 576.51% | Q1 2026 | May 15, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 1,005 | 226 | 0.13% | 0.12% | 266 | -40 | -3.83% | Q1 2026 | Apr 16, 2026 |
| HANOVER ADVISORS INC | History | New | 1,002 | 225 | 0.09% | — | 270 | +1,002 | New | Q1 2026 | May 07, 2026 |
| WealthSpring Partners, LLC | History | New | 1,000 | 225 | 0.21% | — | 271 | +1,000 | New | Q1 2026 | Apr 20, 2026 |
| American Trust | History | Reduced | 1,001 | 225 | 0.02% | 0.02% | 268 | -2 | -0.2% | Q1 2026 | May 01, 2026 |
| Smith Salley Wealth Management | History | No change | 1,000 | 225 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 225 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 996 | 224 | 0.03% | 0.03% | 272 | +10 | 1.01% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,081 | 224 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | New | 985 | 221 | 0.02% | — | 276 | +985 | New | Q1 2026 | Apr 23, 2026 |
| DEARBORN PARTNERS LLC | History | New | 981 | 221 | 0.01% | — | 275 | +981 | New | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 972 | 221 | 0.0% | 0.0% | 274 | -514 | -34.59% | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 980 | 220 | 0.01% | 0.01% | 277 | -45 | -4.39% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 969 | 218 | 0.01% | 0.0% | 278 | +433 | 80.78% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | No change | 967 | 217 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RCW Management, LLC | History | New | 948 | 213 | 0.22% | — | 280 | +948 | New | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Added to | 940 | 211 | 0.11% | 0.1% | 281 | +72 | 8.29% | Q1 2026 | May 06, 2026 |
| Cornerstone Select Advisors, LLC | History | New | 935 | 210 | 0.13% | — | 282 | +935 | New | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 923 | 207 | 0.0% | — | 283 | +923 | New | Q1 2026 | Apr 20, 2026 |
| Idaho Trust Co | History | New | 913 | 205 | 0.07% | — | 285 | +913 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 914 | 205 | 0.0% | 0.0% | 284 | -184 | -16.76% | Q1 2026 | May 14, 2026 |
| CITY HOLDING CO | History | No change | 863 | 194 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,000 | 192 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 825 | 185 | 0.0% | 0.0% | 288 | -8 | -0.96% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 732 | 164 | 0.0% | 0.0% | 289 | +341 | 87.21% | Q1 2026 | Apr 27, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 157 | 0.04% | 0.03% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 627 | 141 | 0.0% | 0.0% | 291 | +162 | 34.84% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 643 | 133 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 582 | 131 | 0.12% | 0.1% | 293 | +1 | 0.17% | Q1 2026 | May 01, 2026 |
| Advocate Investing Services LLC | History | No change | 571 | 128 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 545 | 126 | 0.02% | 0.02% | 295 | +3 | 0.55% | Q1 2026 | May 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 602 | 124 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 541 | 122 | 0.04% | 0.04% | 297 | -10 | -1.81% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 533 | 120 | 0.0% | — | 298 | +533 | New | Q1 2026 | May 19, 2026 |
| Westside Investment Management, Inc. | History | Added to | 521 | 117 | 0.02% | 0.02% | 299 | +1 | 0.19% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 515 | 116 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |