VANGUARD WORLD FUND - VCR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,554,750 | 558,201 | 0.04% | 0.04% | 1 | +59,163 | 3.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 433,140 | 150,598 | 0.01% | 0.01% | 2 | -25,800 | -5.62% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 416,557 | 149,557 | 0.01% | 0.01% | 3 | +24,441 | 6.23% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 396,125 | 142,220 | 2.22% | 2.04% | 4 | +46,247 | 13.22% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 340,941 | 122,408 | 0.02% | 0.02% | 5 | +7,204 | 2.16% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 338,459 | 121,516 | 0.02% | 0.02% | 6 | -9,222 | -2.65% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 219,950 | 78,968 | 0.02% | 0.03% | 7 | -28,608 | -11.51% | Q1 2026 | May 06, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 186,007 | 66,782 | 3.76% | 5.6% | 8 | -79,642 | -29.98% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 183,464 | 65,869 | 0.04% | 0.05% | 9 | -23,205 | -11.23% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 133,127 | 47,796 | 0.01% | 0.02% | 10 | +125 | 0.09% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 122,307 | 43,911 | 0.01% | 0.02% | 11 | -42,730 | -25.89% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 112,994 | 40,569 | 0.04% | 0.04% | 12 | -968 | -0.85% | Q1 2026 | May 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 92,700 | 33,276 | 0.7% | 0.77% | 13 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Lido Advisors, LLC | History | Added to | 88,180 | 31,659 | 0.1% | 0.1% | 14 | +5,174 | 6.23% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 87,975 | 31,585 | 0.06% | 0.06% | 15 | +4,308 | 5.15% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 86,486 | 31,051 | 1.03% | 1.09% | 16 | +203 | 0.24% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 77,920 | 27,991 | 0.01% | 0.01% | 17 | -12,503 | -13.83% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 77,735 | 27,909 | 0.07% | 0.07% | 18 | +2,811 | 3.75% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 68,075 | 24,440 | 0.0% | 0.0% | 19 | -9,317 | -12.04% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 56,180 | 20,170 | 0.02% | 0.03% | 20 | +8,800 | 18.57% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 51,552 | 18,508 | 0.01% | 0.01% | 21 | -7,375 | -12.52% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 51,361 | 18,440 | 0.06% | 0.07% | 22 | -6,814 | -11.71% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 51,321 | 18,425 | 0.02% | 0.03% | 23 | -7,363 | -12.55% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 48,418 | 17,383 | 0.67% | 0.91% | 24 | -13,786 | -22.16% | Q1 2026 | May 12, 2026 |
| Empower Advisory Group, LLC | History | Added to | 47,216 | 16,952 | 0.04% | 0.05% | 25 | +27 | 0.06% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,624 | 16,739 | 0.02% | 0.03% | 26 | -1,253 | -2.62% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 44,759 | 16,069 | 0.03% | 0.02% | 27 | +18,737 | 72.0% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 39,966 | 14,348 | 0.02% | 0.02% | 28 | -517 | -1.28% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,479 | 14,187 | 0.02% | 0.02% | 29 | -2,566 | -6.1% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,069 | 13,668 | 0.16% | 0.17% | 30 | -293 | -0.76% | Q1 2026 | Apr 28, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 37,682 | 13,528 | 5.18% | 5.48% | 31 | +1,906 | 5.33% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Reduced | 37,281 | 13,385 | 0.46% | 0.56% | 32 | -4,908 | -11.63% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,699 | 12,098 | 0.02% | 0.02% | 33 | -1,627 | -4.61% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 32,277 | 11,588 | 3.38% | 3.77% | 34 | -537 | -1.64% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,916 | 11,459 | 0.03% | 0.03% | 35 | -1,369 | -4.11% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 29,101 | 10,448 | 0.28% | 0.3% | 36 | -442 | -1.5% | Q1 2026 | Apr 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 28,924 | 10,384 | 2.04% | 2.25% | 37 | -287 | -0.98% | Q1 2026 | Apr 07, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 27,656 | 9,929 | 2.48% | 4.15% | 38 | -1,916 | -6.48% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 24,455 | 8,780 | 1.51% | 1.61% | 39 | +350 | 1.45% | Q1 2026 | Apr 13, 2026 |
| BAILARD, INC. | History | Reduced | 23,783 | 8,538 | 0.2% | 0.21% | 40 | -811 | -3.3% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,945 | 8,237 | 0.01% | 0.01% | 41 | -2,892 | -11.19% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,514 | 8,084 | 0.01% | 0.01% | 42 | -2,987 | -11.71% | Q1 2026 | May 05, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 21,825 | 7,835 | 5.04% | 5.27% | 43 | +598 | 2.82% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | Added to | 21,526 | 7,723 | 1.18% | 1.35% | 44 | +44 | 0.2% | Q1 2026 | May 04, 2026 |
| Junk Investment Group, LLC | History | New | 20,808 | 7,470 | 3.92% | — | 45 | +20,808 | New | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 20,731 | 7,443 | 1.69% | 1.82% | 46 | +215 | 1.05% | Q1 2026 | Apr 15, 2026 |
| Merrithew & Thorsten Inc | History | Reduced | 19,244 | 6,909 | 6.52% | 8.17% | 47 | -369 | -1.88% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,030 | 6,681 | 0.01% | 0.01% | 48 | -203 | -1.06% | Q1 2026 | May 15, 2026 |
| Financial Freedom, LLC | History | Reduced | 18,300 | 6,570 | 3.27% | 3.58% | 49 | -37 | -0.2% | Q1 2026 | Apr 30, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 17,854 | 6,410 | 2.8% | 2.98% | 50 | +305 | 1.74% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 22,582 | 6,017 | 0.57% | 0.23% | 51 | +16,289 | 258.84% | Q1 2026 | May 19, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 16,759 | 6,016 | 4.01% | 4.28% | 52 | -312 | -1.83% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,260 | 5,837 | 0.06% | 0.07% | 53 | +1,380 | 9.27% | Q1 2026 | Apr 20, 2026 |
| Bonfire Financial | History | Reduced | 16,055 | 5,764 | 4.34% | 4.83% | 54 | -382 | -2.32% | Q1 2026 | May 06, 2026 |
| Apollon Financial, LLC | History | Reduced | 15,991 | 5,741 | 0.79% | 0.92% | 55 | -148 | -0.92% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,314 | 5,695 | 0.0% | 0.0% | 56 | +978 | 6.38% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 14,960 | 5,371 | 0.01% | 0.01% | 57 | +401 | 2.75% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 14,806 | 5,315 | 0.16% | 0.2% | 58 | -1,849 | -11.1% | Q1 2026 | Apr 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,400 | 5,170 | 0.0% | 0.0% | 59 | -10,238 | -41.55% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 13,822 | 4,937 | 0.44% | 0.49% | 60 | -71 | -0.51% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,335 | 4,787 | 0.04% | 0.04% | 61 | -116 | -0.86% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,285 | 4,769 | 0.01% | 0.02% | 62 | -4,693 | -26.1% | Q1 2026 | May 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 12,708 | 4,562 | 0.14% | 0.15% | 63 | +1,324 | 11.63% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 12,604 | 4,525 | 0.0% | 0.0% | 64 | +931 | 7.98% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,545 | 4,503 | 0.02% | 0.02% | 65 | +241 | 1.96% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,419 | 4,458 | 0.01% | 0.01% | 66 | +3,176 | 34.36% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,399 | 4,451 | 0.0% | 0.0% | 67 | -5,425 | -30.44% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,312 | 4,420 | 0.1% | 0.14% | 68 | -3,090 | -20.06% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 12,189 | 4,376 | 0.0% | 0.0% | 69 | +1,078 | 9.7% | Q1 2026 | May 12, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 12,028 | 4,318 | 0.98% | 1.01% | 70 | -99 | -0.82% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,681 | 4,193 | 0.0% | 0.0% | 71 | +1,291 | 12.43% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,617 | 4,170 | 0.02% | 0.02% | 72 | -879 | -7.03% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 10,928 | 3,923 | 0.0% | 0.0% | 73 | -125 | -1.13% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,800 | 3,877 | 0.32% | 0.34% | 74 | +26 | 0.24% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,528 | 3,779 | 0.01% | 0.01% | 75 | +5,520 | 110.22% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 10,513 | 3,774 | 0.18% | 0.2% | 76 | +161 | 1.56% | Q1 2026 | May 05, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 10,015 | 3,595 | 1.42% | 1.45% | 77 | +833 | 9.07% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 9,999 | 3,589 | 0.41% | 0.5% | 78 | -1,423 | -12.46% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,723 | 3,585 | 0.01% | 0.01% | 79 | +3,298 | 34.99% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 9,975 | 3,581 | 0.02% | 0.01% | 80 | -130 | -1.29% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,833 | 3,530 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 9,811 | 3,522 | 2.09% | 2.69% | 82 | +436 | 4.65% | Q1 2026 | May 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,714 | 3,487 | 0.11% | 0.07% | 83 | -554 | -5.4% | Q1 2026 | Apr 29, 2026 |
| Advisors Capital Management, LLC | History | Added to | 9,564 | 3,433 | 0.04% | 0.04% | 84 | +172 | 1.83% | Q1 2026 | May 01, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,411 | 3,343 | 0.13% | 0.13% | 85 | +147 | 1.78% | Q1 2026 | Apr 24, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 8,704 | 3,192 | 0.61% | 0.7% | 86 | -242 | -2.71% | Q1 2026 | Apr 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,861 | 3,182 | 0.02% | 0.02% | 87 | +577 | 6.97% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 8,492 | 3,073 | 0.23% | 0.19% | 88 | +2,077 | 32.38% | Q1 2026 | Apr 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 8,381 | 3,009 | 0.01% | 0.01% | 89 | -55 | -0.65% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 8,122 | 2,916 | 0.02% | 0.05% | 90 | -9,013 | -52.6% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 8,087 | 2,903 | 0.7% | 0.81% | 91 | -435 | -5.1% | Q1 2026 | May 01, 2026 |
| Sharper & Granite LLC | History | Added to | 7,981 | 2,865 | 0.98% | 0.86% | 93 | +1,775 | 28.6% | Q1 2026 | Apr 08, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 7,980 | 2,865 | 0.64% | 0.72% | 92 | -119 | -1.47% | Q1 2026 | Apr 15, 2026 |
| Main Management LLC | History | New | 7,741 | 2,779 | 0.2% | — | 94 | +7,741 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,661 | 2,750 | 0.0% | 0.0% | 95 | +5,633 | 277.76% | Q1 2026 | May 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 7,536 | 2,705 | 1.06% | 1.24% | 96 | -825 | -9.87% | Q1 2026 | Apr 07, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 7,526 | 2,701 | 0.2% | 0.22% | 97 | -126 | -1.65% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,433 | 2,668 | 0.0% | 0.0% | 98 | +3,401 | 84.35% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 7,270 | 2,610 | 0.07% | 0.09% | 99 | +64 | 0.89% | Q1 2026 | May 12, 2026 |
| Joule Financial, LLC | History | Added to | 7,238 | 2,598 | 0.76% | 0.81% | 100 | +348 | 5.05% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,152 | 2,588 | 0.01% | 0.01% | 101 | +1,285 | 21.9% | Q1 2026 | May 12, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 6,701 | 2,582 | 0.56% | 0.59% | 102 | +187 | 2.87% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,134 | 2,561 | 0.04% | 0.02% | 103 | +5,021 | 237.62% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 7,104 | 2,550 | 0.04% | 0.04% | 104 | -85 | -1.18% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,044 | 2,529 | 0.01% | 0.01% | 105 | +1,354 | 23.8% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,934 | 2,489 | 0.02% | 0.02% | 106 | +2,407 | 53.17% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | Reduced | 6,852 | 2,460 | 0.53% | 0.67% | 107 | -492 | -6.7% | Q1 2026 | Apr 20, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 6,852 | 2,460 | 0.42% | 0.45% | 108 | -104 | -1.5% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 6,795 | 2,439 | 0.0% | 0.0% | 109 | -1,219 | -15.21% | Q1 2026 | May 11, 2026 |
| Elm Partners Management LLC | History | Reduced | 6,829 | 2,374 | 0.1% | 0.13% | 110 | -667 | -8.9% | Q1 2026 | May 13, 2026 |
| Destination Wealth Management | History | Added to | 6,528 | 2,343 | 0.06% | 0.07% | 111 | +190 | 3.0% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,490 | 2,330 | 0.02% | 0.02% | 112 | +102 | 1.6% | Q1 2026 | May 01, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 6,465 | 2,321 | 0.78% | 0.67% | 113 | +52 | 0.81% | Q1 2026 | Apr 28, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 6,325 | 2,270 | 0.47% | 0.59% | 114 | -970 | -13.3% | Q1 2026 | Apr 24, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 6,238 | 2,239 | 0.56% | 0.93% | 115 | -60 | -0.95% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,090 | 2,186 | 0.03% | 0.03% | 116 | +392 | 6.88% | Q1 2026 | Apr 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,449 | 2,146 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 5,905 | 2,120 | 1.9% | 2.32% | 118 | -735 | -11.07% | Q1 2026 | Apr 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,840 | 2,096 | 0.11% | 0.11% | 119 | +156 | 2.74% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,731 | 2,057 | 0.01% | 0.01% | 120 | +151 | 2.71% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,693 | 2,044 | 0.05% | 0.06% | 121 | +196 | 3.57% | Q1 2026 | May 14, 2026 |
| Capital Management Associates, Inc | History | Added to | 5,680 | 2,039 | 0.46% | 0.45% | 122 | +524 | 10.16% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 5,151 | 2,028 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,464 | 1,961 | 0.01% | 0.01% | 124 | -966 | -15.02% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,382 | 1,932 | 0.01% | 0.01% | 125 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 5,301 | 1,904 | 0.01% | 0.01% | 126 | +90 | 1.73% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 5,264 | 1,889 | 0.05% | 0.27% | 127 | -22,958 | -81.35% | Q1 2026 | Apr 21, 2026 |
| Haverford Trust Co | History | No change | 5,118 | 1,837 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 4,923 | 1,767 | 0.0% | 0.0% | 129 | -94 | -1.87% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 4,889 | 1,755 | 0.02% | 0.02% | 130 | +595 | 13.86% | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 4,882 | 1,752 | 0.06% | 0.07% | 131 | -404 | -7.64% | Q1 2026 | May 11, 2026 |
| JM2 Capital Inc. | History | Reduced | 4,871 | 1,748 | 1.45% | 1.54% | 132 | -5 | -0.1% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,820 | 1,730 | 0.07% | 0.08% | 133 | -326 | -6.34% | Q1 2026 | May 12, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 4,689 | 1,683 | 0.18% | 0.16% | 134 | +842 | 21.89% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 4,614 | 1,656 | 0.01% | — | 135 | +4,614 | New | Q1 2026 | May 07, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 4,565 | 1,638 | 0.64% | 0.69% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,450 | 1,597 | 0.01% | 0.02% | 137 | +2 | 0.04% | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,386 | 1,574 | 0.08% | 0.09% | 138 | +5 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Fortis Group Advisors, LLC | History | New | 3,983 | 1,567 | 0.26% | — | 140 | +3,983 | New | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 4,367 | 1,567 | 0.02% | 0.04% | 139 | -3,765 | -46.3% | Q1 2026 | May 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 4,328 | 1,553 | 0.22% | 0.24% | 141 | -86 | -1.95% | Q1 2026 | May 14, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,308 | 1,546 | 1.05% | 1.14% | 142 | -50 | -1.15% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Reduced | 4,208 | 1,510 | 0.0% | 0.0% | 143 | -673 | -13.79% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 4,165 | 1,495 | 0.02% | 0.02% | 144 | +11 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Busey Bank | History | Reduced | 4,079 | 1,464 | 0.04% | 0.04% | 145 | -99 | -2.37% | Q1 2026 | Apr 28, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 4,035 | 1,448 | 0.72% | 0.84% | 146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 3,668 | 1,443 | 0.52% | 0.55% | 147 | +40 | 1.1% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,985 | 1,430 | 0.03% | 0.03% | 148 | -183 | -4.39% | Q1 2026 | Apr 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,864 | 1,387 | 0.01% | — | 149 | +3,864 | New | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,850 | 1,382 | 0.02% | 0.03% | 150 | +365 | 10.47% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,812 | 1,368 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Reduced | 3,798 | 1,363 | 0.11% | 0.13% | 152 | -115 | -2.94% | Q1 2026 | Apr 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,438 | 1,354 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,752 | 1,348 | 0.02% | 0.02% | 154 | +4 | 0.11% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Added to | 3,741 | 1,343 | 0.02% | 0.02% | 155 | +3 | 0.08% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,730 | 1,339 | 0.01% | 0.01% | 156 | +394 | 11.81% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 3,728 | 1,338 | 0.03% | 0.04% | 157 | -299 | -7.42% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,700 | 1,328 | 0.0% | 0.0% | 158 | -7,521 | -67.03% | Q1 2026 | May 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 3,699 | 1,328 | 0.43% | 0.5% | 159 | +78 | 2.15% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,658 | 1,313 | 0.04% | 0.02% | 160 | -222 | -5.72% | Q1 2026 | Apr 23, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 3,598 | 1,291 | 0.65% | 0.47% | 161 | -57 | -1.56% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,591 | 1,289 | 0.02% | 0.03% | 162 | +10 | 0.28% | Q1 2026 | May 18, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,571 | 1,282 | 0.01% | 0.03% | 163 | -8,258 | -69.81% | Q1 2026 | May 13, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 3,567 | 1,280 | 0.82% | 0.92% | 164 | -29 | -0.81% | Q1 2026 | Apr 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,522 | 1,264 | 0.07% | 0.08% | 165 | +31 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Idaho Trust Co | History | Added to | 3,473 | 1,246 | 0.41% | 0.44% | 166 | +79 | 2.33% | Q1 2026 | May 08, 2026 |
| Olistico Wealth, LLC | History | Reduced | 3,459 | 1,241 | 0.61% | 0.78% | 167 | -595 | -14.68% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 3,446 | 1,237 | 0.0% | — | 168 | +3,446 | New | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 3,429 | 1,231 | 0.08% | 0.09% | 170 | -58 | -1.66% | Q1 2026 | May 06, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,431 | 1,231 | 0.29% | 0.32% | 169 | -21 | -0.61% | Q1 2026 | May 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,409 | 1,223 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RCW Management, LLC | History | Reduced | 3,364 | 1,207 | 1.24% | 1.36% | 172 | -68 | -1.98% | Q1 2026 | Apr 15, 2026 |
| Maxele Advisors, LLC | History | No change | 3,059 | 1,205 | 0.98% | 0.98% | 173 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,254 | 1,168 | 0.03% | 0.03% | 174 | -455 | -12.27% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 3,235 | 1,161 | 0.01% | 0.01% | 175 | +1,689 | 109.25% | Q1 2026 | May 12, 2026 |
| Jacobs Equity LLC | History | Added to | 3,222 | 1,156 | 1.03% | 1.14% | 176 | +205 | 6.79% | Q1 2026 | May 14, 2026 |
| Dentgroup LLC | History | No change | 2,901 | 1,142 | 0.78% | 0.78% | 177 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,164 | 1,136 | 0.05% | 0.05% | 178 | +117 | 3.84% | Q1 2026 | May 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,160 | 1,134 | 0.05% | 0.08% | 179 | -1,373 | -30.29% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,126 | 1,122 | 0.01% | 0.01% | 180 | +54 | 1.76% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 3,062 | 1,099 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,038 | 1,090 | 0.01% | 0.01% | 182 | +146 | 5.05% | Q1 2026 | May 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 2,986 | 1,072 | 0.27% | 0.33% | 183 | -274 | -8.4% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,976 | 1,068 | 0.0% | 0.0% | 184 | +8 | 0.27% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 2,969 | 1,065 | 0.02% | 0.02% | 185 | +460 | 18.33% | Q1 2026 | Apr 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,932 | 1,052 | 0.03% | 0.03% | 186 | +2 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 2,903 | 1,042 | 0.9% | 1.51% | 187 | -1,644 | -36.16% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,872 | 1,031 | 0.07% | 0.08% | 188 | -42 | -1.44% | Q1 2026 | Apr 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 2,864 | 1,028 | 0.6% | 2.15% | 189 | -6,565 | -69.63% | Q1 2026 | May 11, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 2,808 | 1,008 | 0.36% | 0.42% | 190 | -308 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Waldron Private Wealth LLC | History | New | 2,803 | 1,006 | 0.04% | — | 191 | +2,803 | New | Q1 2026 | Apr 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,677 | 961 | 0.35% | 0.39% | 192 | -44 | -1.62% | Q1 2026 | May 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,686 | 959 | 0.03% | 0.04% | 193 | -1,772 | -39.75% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,647 | 950 | 0.15% | 0.14% | 194 | +3 | 0.11% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 2,640 | 947 | 0.32% | 0.34% | 195 | +21 | 0.8% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,627 | 943 | 0.0% | 0.0% | 196 | +67 | 2.62% | Q1 2026 | Apr 24, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,595 | 931 | 0.01% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,590 | 929 | 0.01% | 0.01% | 198 | -48 | -1.82% | Q1 2026 | May 08, 2026 |
| Mittelman Wealth Management | History | No change | 2,544 | 913 | 0.57% | 0.65% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 2,539 | 912 | 0.03% | 0.04% | 200 | -52 | -2.01% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,523 | 905 | 0.03% | 0.03% | 201 | -79 | -3.04% | Q1 2026 | Apr 28, 2026 |
| Asset One Wealth Management LLC | History | Added to | 2,285 | 901 | 0.1% | 0.11% | 202 | +200 | 9.59% | Q1 2026 | May 12, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | New | 2,500 | 897 | 0.96% | — | 203 | +2,500 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,478 | 896 | 0.01% | 0.01% | 204 | -250 | -9.16% | Q1 2026 | Apr 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,473 | 887 | 0.01% | 0.01% | 205 | -11 | -0.44% | Q1 2026 | May 06, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 2,470 | 886 | 0.02% | 0.01% | 206 | +683 | 38.22% | Q1 2026 | May 14, 2026 |
| Bulwark Capital Corp | History | Reduced | 2,445 | 877 | 0.54% | 0.78% | 208 | -324 | -11.7% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 2,444 | 877 | 0.05% | 0.06% | 207 | +5 | 0.21% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,440 | 876 | 0.2% | 0.2% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,430 | 872 | 0.0% | 0.01% | 210 | -1,828 | -42.93% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,408 | 864 | 0.04% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Skyline Advisors, Inc. | History | Added to | 2,324 | 834 | 0.29% | 0.3% | 212 | +5 | 0.22% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Reduced | 2,315 | 831 | 0.0% | 0.0% | 213 | -422 | -15.42% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,315 | 831 | 0.23% | 0.24% | 214 | +28 | 1.22% | Q1 2026 | May 11, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 2,286 | 820 | 0.37% | 0.38% | 215 | -36 | -1.55% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,272 | 816 | 0.01% | 0.01% | 216 | +253 | 12.53% | Q1 2026 | Apr 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,172 | 779 | 0.04% | 0.07% | 217 | -1,505 | -40.93% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,171 | 779 | 0.0% | 0.0% | 218 | -468 | -17.73% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,151 | 778 | 0.05% | 0.06% | 219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,138 | 767 | 0.0% | — | 220 | +2,138 | New | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,119 | 760 | 0.02% | 0.02% | 221 | +10 | 0.47% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,097 | 752 | 0.0% | 0.0% | 222 | +50 | 2.44% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,053 | 737 | 0.03% | 0.04% | 223 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,044 | 733 | 0.0% | 0.0% | 224 | -182 | -8.18% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,853 | 727 | 0.0% | 0.01% | 225 | -105 | -5.36% | Q1 2026 | May 15, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,973 | 708 | 0.32% | 0.35% | 226 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,963 | 704 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,938 | 695 | 0.31% | 0.33% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,930 | 693 | 0.0% | 0.0% | 229 | -16 | -0.82% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,919 | 688 | 0.0% | 0.0% | 230 | -422 | -18.03% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,915 | 687 | 0.08% | 0.09% | 231 | -50 | -2.54% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | No change | 1,914 | 687 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 1,875 | 673 | 0.03% | 0.02% | 233 | +557 | 42.26% | Q1 2026 | Apr 30, 2026 |
| Nvest Financial, LLC | History | Added to | 1,872 | 672 | 0.25% | 0.31% | 234 | +3 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Reduced | 1,869 | 671 | 0.01% | 0.01% | 235 | -78 | -4.01% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,864 | 669 | 0.01% | 0.01% | 236 | +136 | 7.87% | Q1 2026 | May 01, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 1,835 | 658 | 0.3% | 0.45% | 237 | -463 | -20.15% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,670 | 657 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WNY Asset Management, LLC | History | New | 1,818 | 652 | 0.07% | — | 239 | +1,818 | New | Q1 2026 | May 22, 2026 |
| Sigma Planning Corp | History | Reduced | 1,798 | 645 | 0.02% | 0.02% | 240 | -38 | -2.07% | Q1 2026 | May 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 1,784 | 640 | 0.05% | 0.06% | 241 | -141 | -7.32% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,761 | 632 | 0.0% | 0.0% | 242 | +128 | 7.84% | Q1 2026 | May 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,754 | 629 | 0.39% | 0.43% | 243 | -39 | -2.18% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,750 | 628 | 0.07% | 0.09% | 244 | -413 | -19.09% | Q1 2026 | May 04, 2026 |
| Bison Wealth, LLC | History | No change | 1,560 | 611 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Darrow Company, Inc. | History | No change | 1,742 | 605 | 0.27% | 0.31% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,684 | 604 | 0.0% | 0.0% | 247 | +889 | 111.82% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,663 | 597 | 0.01% | 0.01% | 248 | +149 | 9.84% | Q1 2026 | May 14, 2026 |
| Sherman Wealth Management LLC | History | Reduced | 1,661 | 596 | 0.51% | 0.57% | 249 | -7 | -0.42% | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,659 | 595 | 0.01% | 0.02% | 250 | -96 | -5.47% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,656 | 594 | 0.17% | 0.19% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,637 | 587 | 0.38% | 0.49% | 252 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,631 | 585 | 0.01% | 0.02% | 253 | -1,161 | -41.58% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,465 | 576 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Simmons Bank | History | No change | 1,587 | 569 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 1,566 | 562 | 0.07% | — | 256 | +1,566 | New | Q1 2026 | Apr 13, 2026 |
| NOVEM GROUP | History | Added to | 1,538 | 552 | 0.06% | 0.06% | 258 | +313 | 25.55% | Q1 2026 | Apr 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,539 | 552 | 0.01% | 0.01% | 257 | +18 | 1.18% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,532 | 550 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,517 | 544 | 0.09% | 0.1% | 260 | -90 | -5.6% | Q1 2026 | May 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 1,515 | 543 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 1,500 | 538 | 0.0% | — | 262 | +1,500 | New | Q1 2026 | May 11, 2026 |
| Hardy Reed LLC | History | No change | 1,498 | 537 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 1,487 | 533 | 0.11% | 0.14% | 264 | -263 | -15.03% | Q1 2026 | May 12, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 1,479 | 531 | 0.49% | 0.5% | 265 | +26 | 1.79% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Added to | 1,469 | 527 | 0.13% | 0.1% | 267 | +427 | 40.98% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,468 | 527 | 0.02% | 0.02% | 266 | +7 | 0.48% | Q1 2026 | Apr 22, 2026 |
| Mosley Wealth Management | History | No change | 1,329 | 526 | 0.24% | 0.24% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | Added to | 1,461 | 524 | 0.08% | 0.09% | 269 | +1 | 0.07% | Q1 2026 | Apr 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,446 | 519 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,436 | 515 | 0.0% | 0.0% | 271 | -224 | -13.49% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,422 | 510 | 0.01% | 0.01% | 272 | +535 | 60.32% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,378 | 494 | 0.01% | 0.01% | 273 | +25 | 1.85% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 1,375 | 493 | 0.05% | 0.05% | 274 | +100 | 7.84% | Q1 2026 | May 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,353 | 485 | 0.02% | 0.03% | 275 | +1 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Argentarii, LLC | History | Reduced | 1,351 | 484 | 0.17% | 0.19% | 276 | -144 | -9.63% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,345 | 482 | 0.0% | 0.01% | 277 | -69 | -4.88% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 1,340 | 481 | 0.0% | 0.0% | 278 | +10 | 0.75% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,324 | 475 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,318 | 473 | 0.01% | 0.01% | 280 | -88 | -6.26% | Q1 2026 | Apr 13, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,313 | 471 | 0.46% | 0.51% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 1,306 | 468 | 0.2% | 0.22% | 282 | +1 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Added to | 1,302 | 467 | 0.01% | 0.01% | 283 | +38 | 3.01% | Q1 2026 | May 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,299 | 466 | 0.31% | 0.34% | 284 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,286 | 461 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Choate Investment Advisors | History | Reduced | 1,283 | 460 | 0.01% | 0.01% | 286 | -20 | -1.53% | Q1 2026 | May 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 1,267 | 454 | 0.1% | 0.12% | 287 | -51 | -3.87% | Q1 2026 | May 01, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 1,236 | 443 | 0.42% | 0.42% | 288 | +22 | 1.81% | Q1 2026 | May 15, 2026 |
| V2 Financial group LLC | History | No change | 1,200 | 430 | 0.2% | 0.23% | 289 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,184 | 425 | 0.05% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 1,172 | 421 | 0.01% | 0.02% | 291 | -206 | -14.95% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,157 | 415 | 0.01% | 0.01% | 292 | -71 | -5.78% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,151 | 413 | 0.03% | — | 294 | +1,151 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,151 | 413 | 0.01% | 0.02% | 293 | -6 | -0.52% | Q1 2026 | Apr 07, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,149 | 412 | 0.2% | 0.22% | 295 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,100 | 394 | 0.1% | 0.12% | 296 | +34 | 3.19% | Q1 2026 | Apr 21, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,092 | 391 | 0.0% | 0.0% | 297 | -9 | -0.82% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,089 | 390 | 0.01% | 0.01% | 298 | +489 | 81.5% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,087 | 390 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Marin | History | Added to | 1,077 | 386 | 0.28% | 0.24% | 300 | +178 | 19.8% | Q1 2026 | May 14, 2026 |