VANGUARD WORLD FUND - VHT
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 | 1,712,696 | 466,418 | 0.03% | 0.03% | 1 | +103,206 | 6.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,573,281 | 428,452 | 0.03% | 0.03% | 2 | -41,772 | -2.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,202,841 | 327,569 | 0.05% | 0.06% | 3 | -186,124 | -13.4% | Q1 2026 | May 05, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 883,217 | 240,526 | 3.76% | 5.27% | 4 | -354,989 | -28.67% | Q1 2026 | May 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 873,000 | 237,744 | 1.43% | 1.62% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 793,109 | 215,987 | 0.06% | 0.06% | 6 | -13,177 | -1.63% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 764,772 | 208,270 | 0.04% | 0.04% | 7 | -37,629 | -4.69% | Q1 2026 | May 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 726,205 | 197,767 | 2.55% | 2.55% | 8 | -6,073 | -0.83% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 459,701 | 125,190 | 0.03% | 0.04% | 9 | +8,237 | 1.82% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 411,076 | 111,950 | 0.02% | 0.02% | 10 | -75,766 | -15.56% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 384,112 | 104,605 | 0.03% | 0.03% | 11 | -3,999 | -1.03% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 379,333 | 103,303 | 0.11% | 0.12% | 12 | -10,797 | -2.77% | Q1 2026 | May 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 352,404 | 95,970 | 5.4% | 5.84% | 13 | -26,998 | -7.12% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 347,137 | 94,531 | 0.02% | 0.02% | 14 | +17,427 | 5.29% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 255,829 | 69,733 | 0.1% | 0.11% | 15 | -4,877 | -1.87% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 253,661 | 69,079 | 0.04% | 0.05% | 16 | -40,393 | -13.74% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 218,631 | 58,234 | 0.0% | 0.0% | 17 | +269 | 0.12% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 209,756 | 57,125 | 0.05% | 0.05% | 18 | +1,092 | 0.52% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 207,505 | 56,509 | 0.29% | 0.32% | 19 | +5,623 | 2.79% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 199,085 | 54,216 | 0.08% | 0.08% | 20 | -7,063 | -3.43% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 185,985 | 50,649 | 0.29% | 0.3% | 21 | +7,051 | 3.94% | Q1 2026 | May 15, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 177,171 | 48,248 | 2.97% | 3.01% | 22 | +4,333 | 2.51% | Q1 2026 | May 13, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 171,706 | 46,760 | 6.7% | 7.44% | 23 | +4,426 | 2.65% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 141,121 | 38,431 | 0.02% | 0.02% | 24 | -193 | -0.14% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 140,010 | 38,129 | 0.04% | 0.04% | 25 | +3,333 | 2.44% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 136,583 | 37,196 | 0.1% | 0.15% | 26 | -57,951 | -29.79% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 134,615 | 36,660 | 0.09% | 0.1% | 27 | -22,143 | -14.13% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 126,729 | 34,512 | 0.11% | 0.09% | 28 | +10,069 | 8.63% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 116,863 | 31,825 | 2.13% | 2.42% | 29 | -7,512 | -6.04% | Q1 2026 | Apr 10, 2026 |
| LM Advisors LLC | History | Reduced | 8,492 | 31,221 | 0.49% | 0.56% | 30 | -465 | -5.19% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,069 | 29,158 | 0.04% | 0.04% | 31 | +10,491 | 10.86% | Q1 2026 | Apr 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 106,940 | 29,122 | 0.13% | 0.14% | 32 | -2,047 | -1.88% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 106,361 | 28,965 | 0.08% | 0.08% | 33 | -14,597 | -12.07% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 105,945 | 28,852 | 0.03% | 0.0% | 34 | +89,350 | 538.42% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 100,426 | 27,348 | 0.04% | 0.05% | 35 | -9,611 | -8.73% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 99,933 | 27,214 | 0.35% | 0.36% | 36 | +254 | 0.25% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 97,971 | 26,680 | 0.05% | 0.05% | 37 | -241 | -0.25% | Q1 2026 | May 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 91,100 | 24,809 | 0.86% | 0.85% | 38 | +11,301 | 14.16% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 85,552 | 24,626 | 1.03% | 1.03% | 39 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Advantage, Inc. | History | Added to | 89,063 | 24,254 | 3.17% | 3.42% | 40 | +1,081 | 1.23% | Q1 2026 | Apr 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 88,637 | 24,138 | 0.94% | 1.0% | 41 | -4,720 | -5.06% | Q1 2026 | May 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 87,532 | 23,837 | 0.07% | 0.07% | 42 | -587 | -0.67% | Q1 2026 | May 15, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 85,250 | 23,216 | 7.69% | 9.19% | 43 | +1,803 | 2.16% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 83,244 | 22,669 | 0.02% | 0.02% | 44 | +3,274 | 4.09% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 83,197 | 22,657 | 0.08% | 0.09% | 45 | -12,840 | -13.37% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 83,199 | 22,657 | 0.04% | 0.04% | 46 | +1,817 | 2.23% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 80,981 | 22,054 | 0.03% | 0.03% | 47 | +10,266 | 14.52% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,872 | 21,746 | 0.01% | 0.01% | 48 | +9,755 | 13.53% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 76,278 | 20,764 | 0.02% | 0.03% | 49 | -1,317 | -1.7% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,337 | 18,337 | 0.0% | 0.0% | 50 | +8,402 | 14.26% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 64,364 | 17,528 | 0.2% | 0.21% | 51 | -1,275 | -1.94% | Q1 2026 | Apr 28, 2026 |
| CHAI TRUST CO LLC | History | No change | 64,079 | 17,450 | 1.48% | 1.59% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 63,671 | 17,339 | 0.0% | 0.0% | 53 | +37,561 | 143.86% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 61,727 | 16,810 | 1.22% | 1.38% | 54 | -4,923 | -7.39% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 59,608 | 16,233 | 0.0% | 0.0% | 55 | +9,618 | 19.24% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 58,724 | 16,119 | 1.21% | 1.33% | 56 | -3,452 | -5.55% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,080 | 16,089 | 0.06% | 0.05% | 57 | +16,752 | 39.58% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 57,682 | 15,708 | 0.23% | 0.25% | 58 | +1,481 | 2.64% | Q1 2026 | May 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 56,591 | 15,411 | 5.59% | 5.77% | 59 | +462 | 0.82% | Q1 2026 | May 07, 2026 |
| Morningstar Investment Management LLC | History | Added to | 56,514 | 15,390 | 0.95% | 0.78% | 60 | +10,367 | 22.47% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 56,429 | 15,367 | 0.33% | 0.35% | 61 | +1,458 | 2.65% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,648 | 15,155 | 0.02% | 0.02% | 62 | +1,065 | 1.95% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,119 | 15,010 | 0.02% | 0.02% | 63 | +9,414 | 20.6% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 53,346 | 14,643 | 2.7% | 3.13% | 64 | -5,298 | -9.03% | Q1 2026 | Apr 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 53,633 | 14,605 | 0.48% | 0.51% | 65 | -1,764 | -3.18% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 51,873 | 14,126 | 2.76% | 2.9% | 66 | -393 | -0.75% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,500 | 14,025 | 0.01% | 0.0% | 67 | +3,610 | 7.54% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,406 | 13,182 | 0.11% | 0.05% | 68 | +33,263 | 219.66% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 45,987 | 12,523 | 0.0% | 0.0% | 69 | +4,088 | 9.76% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 45,547 | 12,403 | 0.1% | 0.11% | 70 | +313 | 0.69% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,639 | 12,097 | 0.02% | 0.02% | 71 | -8,408 | -14.48% | Q1 2026 | Apr 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 43,714 | 11,904 | 0.9% | 1.0% | 72 | +522 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 43,668 | 11,892 | 4.55% | 4.75% | 73 | +1,207 | 2.84% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,430 | 11,827 | 0.06% | 0.06% | 74 | -739 | -1.67% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 43,124 | 11,744 | 0.02% | 0.02% | 75 | +23,227 | 116.74% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,907 | 11,549 | 0.02% | 0.02% | 76 | +211 | 0.48% | Q1 2026 | May 15, 2026 |
| Ballast, Inc. | History | Added to | 40,198 | 10,947 | 2.53% | 2.65% | 77 | +809 | 2.05% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 40,116 | 10,924 | 0.3% | 0.3% | 78 | -947 | -2.31% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 40,040 | 10,904 | 0.35% | 0.2% | 79 | +493 | 1.25% | Q1 2026 | Apr 29, 2026 |
| SP Asset Management LLC | History | Added to | 39,969 | 10,884 | 0.96% | 0.75% | 80 | +7,142 | 21.76% | Q1 2026 | May 06, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 39,913 | 10,869 | 1.98% | 2.02% | 81 | -116 | -0.29% | Q1 2026 | May 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 37,948 | 10,334 | 1.19% | 1.35% | 82 | +244 | 0.65% | Q1 2026 | May 08, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Reduced | 36,754 | 10,009 | 6.43% | 6.79% | 83 | -685 | -1.83% | Q1 2026 | Apr 29, 2026 |
| TrueWealth Financial Partners | History | New | 36,638 | 9,977 | 3.98% | — | 84 | +36,638 | New | Q1 2026 | May 20, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 35,613 | 9,698 | 4.04% | 4.14% | 85 | +2,800 | 8.53% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 35,264 | 9,603 | 0.34% | 0.38% | 86 | -2,452 | -6.5% | Q1 2026 | Apr 14, 2026 |
| Polianta Ltd | History | New | 34,200 | 9,313 | 1.24% | — | 87 | +34,200 | New | Q1 2026 | Apr 16, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 33,343 | 9,266 | 5.25% | 5.22% | 88 | +3,850 | 13.05% | Q1 2026 | Apr 17, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 33,643 | 9,161 | 2.67% | 2.74% | 89 | +1,025 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Royal Fund Management, LLC | History | Added to | 33,121 | 9,033 | 0.86% | 0.82% | 90 | +1,935 | 6.2% | Q1 2026 | May 19, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,971 | 8,978 | 0.07% | 0.07% | 91 | +1,999 | 6.45% | Q1 2026 | Apr 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 32,699 | 8,904 | 0.02% | 0.0% | 92 | +31,015 | 1841.75% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 31,836 | 8,669 | 0.99% | 0.94% | 93 | +2,524 | 8.61% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 29,958 | 8,158 | 0.18% | 0.15% | 94 | -106 | -0.35% | Q1 2026 | May 07, 2026 |
| Geneva Partners, LLC | History | Reduced | 29,538 | 8,044 | 3.86% | 3.69% | 95 | -6,444 | -17.91% | Q1 2026 | Apr 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 28,488 | 7,758 | 1.11% | 1.2% | 96 | +201 | 0.71% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 28,076 | 7,645 | 0.57% | 0.73% | 97 | +612 | 2.23% | Q1 2026 | May 19, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 26,873 | 7,461 | 1.14% | 1.25% | 98 | -523 | -1.91% | Q1 2026 | Apr 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 27,121 | 7,385 | 1.68% | 1.66% | 99 | +1,412 | 5.49% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 26,986 | 7,349 | 0.04% | 0.06% | 100 | -2,597 | -8.78% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 24,837 | 7,149 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,231 | 7,143 | 0.0% | 0.0% | 102 | +3,857 | 17.24% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 26,184 | 7,131 | 0.03% | 0.03% | 103 | -56 | -0.21% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 25,939 | 7,063 | 0.17% | 0.19% | 104 | -3,962 | -13.25% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 25,704 | 7,000 | 0.11% | 0.13% | 105 | -750 | -2.84% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 25,429 | 6,925 | 0.03% | 0.04% | 106 | -986 | -3.73% | Q1 2026 | May 14, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 25,308 | 6,892 | 1.88% | 1.83% | 108 | +1,429 | 5.98% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 25,308 | 6,892 | 0.04% | 0.05% | 107 | -579 | -2.24% | Q1 2026 | May 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,741 | 6,737 | 0.93% | 0.98% | 109 | +256 | 1.05% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 24,642 | 6,710 | 0.58% | 0.56% | 110 | +1,383 | 5.95% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 24,575 | 6,692 | 0.14% | 0.12% | 111 | +5,890 | 31.52% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 24,506 | 6,673 | 1.53% | 1.63% | 112 | +314 | 1.3% | Q1 2026 | May 04, 2026 |
| Sharper & Granite LLC | History | Reduced | 24,460 | 6,661 | 2.28% | 2.53% | 113 | -526 | -2.11% | Q1 2026 | Apr 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 24,317 | 6,622 | 0.05% | 0.05% | 114 | -268 | -1.09% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 24,229 | 6,598 | 0.01% | 0.02% | 115 | -21,264 | -46.74% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 24,134 | 6,572 | 0.03% | 0.03% | 116 | +943 | 4.07% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,868 | 6,499 | 0.22% | 0.16% | 117 | +131 | 0.55% | Q1 2026 | Apr 23, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 23,807 | 6,483 | 4.32% | 4.46% | 118 | -560 | -2.3% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 23,580 | 6,421 | 0.05% | 0.06% | 119 | -2,849 | -10.78% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,283 | 6,401 | 0.04% | 0.04% | 120 | +2,524 | 12.77% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 23,241 | 6,329 | 0.15% | 0.16% | 121 | -1,897 | -7.55% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,156 | 6,306 | 0.1% | 0.11% | 122 | +4,443 | 23.74% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 23,094 | 6,289 | 0.87% | 0.97% | 123 | -35 | -0.15% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Reduced | 22,942 | 6,247 | 0.66% | 0.84% | 124 | -2,431 | -9.58% | Q1 2026 | Apr 29, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 22,518 | 6,132 | 1.69% | 1.76% | 125 | -1,381 | -5.78% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,266 | 6,063 | 0.0% | 0.0% | 126 | +358 | 1.63% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 22,051 | 6,005 | 0.02% | 0.03% | 127 | -33 | -0.15% | Q1 2026 | May 14, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 21,511 | 5,977 | 1.29% | 1.29% | 128 | +2,036 | 10.45% | Q1 2026 | Apr 16, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 21,211 | 5,776 | 2.28% | 2.63% | 129 | -1,493 | -6.58% | Q1 2026 | May 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 21,025 | 5,725 | 0.54% | 0.58% | 130 | -86 | -0.41% | Q1 2026 | May 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 20,979 | 5,713 | 1.07% | 1.04% | 131 | +1,803 | 9.4% | Q1 2026 | Apr 28, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 20,915 | 5,695 | 3.04% | 3.21% | 132 | -403 | -1.89% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,853 | 5,679 | 0.01% | 0.01% | 133 | +4,210 | 25.3% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Added to | 20,768 | 5,655 | 0.18% | 0.04% | 134 | +16,335 | 368.49% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 20,405 | 5,556 | 0.01% | 0.01% | 135 | +401 | 2.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 20,307 | 5,530 | 0.0% | 0.0% | 136 | -92 | -0.45% | Q1 2026 | May 11, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 20,259 | 5,517 | 1.09% | 1.19% | 137 | -215 | -1.05% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 20,121 | 5,479 | 0.05% | 0.07% | 138 | +659 | 3.39% | Q1 2026 | May 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 19,868 | 5,410 | 1.04% | 1.07% | 139 | +375 | 1.92% | Q1 2026 | May 01, 2026 |
| David Kennon Inc | History | Reduced | 19,831 | 5,400 | 1.94% | 2.31% | 140 | -2,706 | -12.01% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 19,772 | 5,384 | 0.06% | — | 141 | +19,772 | New | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Added to | 19,363 | 5,273 | 0.14% | 0.15% | 142 | +5 | 0.03% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 19,268 | 5,247 | 0.01% | 0.01% | 143 | +5,759 | 42.63% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | Added to | 19,000 | 5,174 | 0.01% | 0.0% | 144 | +4,000 | 26.67% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 18,159 | 4,945 | 0.41% | 0.41% | 145 | +809 | 4.66% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 18,040 | 4,912 | 0.14% | 0.14% | 146 | -307 | -1.67% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 17,581 | 4,787 | 0.07% | 0.08% | 147 | -373 | -2.08% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,126 | 4,663 | 0.0% | 0.0% | 148 | +14,126 | 470.87% | Q1 2026 | May 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 17,030 | 4,637 | 1.04% | 1.08% | 149 | +315 | 1.88% | Q1 2026 | Apr 15, 2026 |
| First PREMIER Bank | History | Reduced | 16,835 | 4,585 | 1.06% | 1.13% | 150 | -348 | -2.03% | Q1 2026 | Apr 20, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 16,784 | 4,570 | 0.43% | 0.45% | 151 | +294 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 16,695 | 4,546 | 0.03% | 0.03% | 152 | -415 | -2.43% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,441 | 4,477 | 0.04% | 0.05% | 153 | -4,900 | -22.96% | Q1 2026 | May 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,377 | 4,460 | 0.48% | 0.5% | 154 | -95 | -0.58% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,100 | 4,384 | 0.02% | 0.02% | 155 | +2,302 | 16.68% | Q1 2026 | May 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 16,095 | 4,383 | 0.75% | 0.78% | 156 | +100 | 0.63% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 15,216 | 4,143 | 0.05% | 0.05% | 157 | -441 | -2.82% | Q1 2026 | May 05, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 15,176 | 4,133 | 3.79% | 3.97% | 158 | +343 | 2.31% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 14,898 | 4,057 | 0.03% | 0.03% | 159 | -609 | -3.93% | Q1 2026 | Apr 27, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 14,873 | 4,050 | 2.65% | 2.88% | 160 | -583 | -3.77% | Q1 2026 | Apr 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,748 | 4,016 | 0.01% | 0.01% | 161 | +599 | 4.23% | Q1 2026 | May 05, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 14,457 | 3,937 | 1.19% | 1.3% | 162 | +169 | 1.18% | Q1 2026 | Apr 23, 2026 |
| Baron Financial Group, LLC | History | Reduced | 14,444 | 3,933 | 2.12% | 2.23% | 163 | -22 | -0.15% | Q1 2026 | Apr 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,309 | 3,926 | 0.01% | 0.02% | 164 | +1,607 | 12.65% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14,415 | 3,925 | 0.1% | 0.12% | 165 | -2,209 | -13.29% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,400 | 3,921 | 0.07% | 0.01% | 166 | +13,178 | 1078.4% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 14,167 | 3,858 | 0.0% | 0.0% | 167 | +6,558 | 86.19% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,956 | 3,800 | 0.04% | 0.05% | 168 | -1,825 | -11.56% | Q1 2026 | Apr 20, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 13,526 | 3,762 | 0.71% | 0.79% | 169 | -280 | -2.03% | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,757 | 3,747 | 0.01% | 0.01% | 170 | -384 | -2.72% | Q1 2026 | May 01, 2026 |
| GWN SECURITIES INC. | History | Added to | 13,753 | 3,745 | 0.72% | 0.79% | 171 | +163 | 1.2% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 13,537 | 3,686 | 0.01% | — | 172 | +13,537 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 13,460 | 3,665 | 0.18% | 0.19% | 173 | +956 | 7.65% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,391 | 3,646 | 0.1% | 0.1% | 174 | -687 | -4.88% | Q1 2026 | Apr 27, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,309 | 3,624 | 2.12% | 2.37% | 175 | -906 | -6.37% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,307 | 3,623 | 0.16% | 0.09% | 176 | +6,246 | 88.46% | Q1 2026 | May 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 13,292 | 3,619 | 0.25% | 0.26% | 177 | -318 | -2.34% | Q1 2026 | May 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 13,271 | 3,614 | 1.07% | 1.13% | 178 | +590 | 4.65% | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 13,250 | 3,608 | 0.11% | 0.13% | 179 | -1,311 | -9.0% | Q1 2026 | Apr 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,219 | 3,600 | 0.22% | 0.24% | 180 | +195 | 1.5% | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 13,166 | 3,585 | 0.01% | 0.01% | 181 | +949 | 7.77% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,024 | 3,546 | 0.04% | 0.04% | 182 | +308 | 2.42% | Q1 2026 | May 01, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 12,937 | 3,523 | 0.42% | 0.44% | 183 | +120 | 0.94% | Q1 2026 | Apr 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 12,723 | 3,464 | 0.08% | 0.11% | 184 | -3,708 | -22.57% | Q1 2026 | May 15, 2026 |
| Hikari Tsushin, Inc. | History | Reduced | 12,409 | 3,379 | 0.23% | 0.36% | 185 | -6,607 | -34.74% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 12,232 | 3,331 | 0.09% | 0.1% | 186 | -498 | -3.91% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,154 | 3,310 | 0.12% | 0.12% | 187 | +1,212 | 11.08% | Q1 2026 | May 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 12,105 | 3,296 | 0.12% | 0.06% | 188 | +4,992 | 70.18% | Q1 2026 | May 13, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 12,042 | 3,279 | 1.1% | 0.9% | 189 | +204 | 1.72% | Q1 2026 | Apr 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 11,894 | 3,239 | 1.07% | 1.33% | 190 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,667 | 3,177 | 0.0% | 0.0% | 191 | +8,662 | 288.25% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 11,630 | 3,167 | 0.49% | 0.54% | 192 | -85 | -0.73% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Reduced | 11,582 | 3,154 | 0.25% | 0.28% | 193 | -167 | -1.42% | Q1 2026 | May 05, 2026 |
| RCW Management, LLC | History | Reduced | 11,384 | 3,100 | 3.18% | 3.34% | 194 | -104 | -0.91% | Q1 2026 | Apr 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 10,979 | 2,989 | 1.6% | 1.67% | 195 | +363 | 3.42% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 10,947 | 2,981 | 0.01% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,839 | 2,951 | 0.07% | 0.08% | 197 | -954 | -8.09% | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Added to | 10,737 | 2,924 | 0.85% | 0.91% | 198 | +148 | 1.4% | Q1 2026 | Apr 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 10,655 | 2,901 | 0.65% | 0.68% | 199 | -187 | -1.72% | Q1 2026 | May 21, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 10,273 | 2,797 | 1.22% | 1.75% | 200 | -3,843 | -27.22% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9,696 | 2,790 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,200 | 2,777 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 10,018 | 2,728 | 0.05% | 0.06% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 9,894 | 2,694 | 0.0% | — | 204 | +9,894 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,637 | 2,624 | 0.07% | 0.07% | 205 | +726 | 8.15% | Q1 2026 | Apr 07, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 9,572 | 2,606 | 0.96% | 0.86% | 207 | +1,025 | 11.99% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 9,572 | 2,606 | 0.03% | 0.04% | 206 | -320 | -3.23% | Q1 2026 | May 01, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 9,540 | 2,598 | 1.03% | 1.09% | 208 | -198 | -2.03% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Added to | 9,514 | 2,591 | 1.29% | 1.35% | 209 | +71 | 0.75% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,317 | 2,537 | 0.0% | 0.0% | 210 | -3,996 | -30.02% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 9,311 | 2,535 | 2.23% | 2.15% | 211 | +373 | 4.17% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Reduced | 9,232 | 2,514 | 0.07% | 0.08% | 212 | -743 | -7.45% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 9,091 | 2,475 | 0.04% | 0.04% | 213 | -67 | -0.73% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,082 | 2,473 | 0.03% | 0.04% | 214 | +184 | 2.07% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,081 | 2,472 | 0.01% | 0.01% | 215 | +124 | 1.38% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 9,048 | 2,464 | 0.05% | 0.06% | 216 | -50 | -0.55% | Q1 2026 | May 07, 2026 |
| World Investment Advisors | History | Added to | 8,982 | 2,446 | 0.04% | 0.04% | 217 | +30 | 0.34% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,947 | 2,436 | 0.02% | 0.02% | 218 | +95 | 1.07% | Q1 2026 | May 08, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,935 | 2,433 | 0.96% | 1.1% | 219 | -1,158 | -11.47% | Q1 2026 | Apr 07, 2026 |
| North Forty Two & Co. | History | Added to | 8,874 | 2,416 | 2.23% | 2.36% | 220 | +200 | 2.31% | Q1 2026 | Apr 21, 2026 |
| Artesa Financial Group, LLC | History | Reduced | 8,869 | 2,415 | 2.3% | 2.68% | 221 | -183 | -2.02% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 8,866 | 2,414 | 0.0% | 0.0% | 222 | +1,990 | 28.94% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 8,817 | 2,402 | 0.01% | 0.01% | 223 | -3,937 | -30.87% | Q1 2026 | May 14, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 8,823 | 2,402 | 1.14% | 1.2% | 224 | +262 | 3.06% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 8,776 | 2,389 | 0.07% | 0.05% | 225 | +2,239 | 34.25% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,234 | 2,370 | 0.18% | 0.18% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 8,693 | 2,367 | 0.01% | 0.01% | 227 | +216 | 2.55% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,626 | 2,367 | 0.02% | 0.03% | 228 | -23 | -0.27% | Q1 2026 | Apr 07, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,663 | 2,359 | 0.25% | 0.23% | 229 | +1,031 | 13.51% | Q1 2026 | May 13, 2026 |
| Adams Wealth Management | History | Reduced | 8,421 | 2,293 | 0.5% | 0.52% | 230 | -51 | -0.6% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 8,421 | 2,293 | 0.44% | 0.45% | 231 | -51 | -0.6% | Q1 2026 | May 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 8,390 | 2,284 | 0.51% | 0.51% | 232 | +95 | 1.15% | Q1 2026 | Apr 23, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,374 | 2,280 | 0.21% | 0.17% | 233 | -1,423 | -14.52% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 8,245 | 2,246 | 0.18% | 0.19% | 234 | +445 | 5.71% | Q1 2026 | May 01, 2026 |
| ASO GROUP Ltd | History | No change | 8,206 | 2,235 | 0.94% | 0.92% | 235 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Reduced | 8,119 | 2,211 | 0.13% | 0.15% | 236 | -175 | -2.11% | Q1 2026 | Apr 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 8,087 | 2,202 | 0.69% | 0.79% | 237 | -792 | -8.92% | Q1 2026 | Apr 16, 2026 |
| NCM Capital Management, LLC | History | Reduced | 8,032 | 2,187 | 0.78% | 0.86% | 238 | -49 | -0.61% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 7,940 | 2,162 | 0.67% | 0.69% | 239 | -487 | -5.78% | Q1 2026 | May 15, 2026 |
| Capital Management Associates, Inc | History | Added to | 7,837 | 2,134 | 0.48% | 0.42% | 240 | +1,303 | 19.94% | Q1 2026 | Apr 22, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 7,824 | 2,130 | 0.31% | 0.34% | 241 | +69 | 0.89% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 7,793 | 2,122 | 0.02% | 0.03% | 242 | +17 | 0.22% | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,735 | 2,106 | 0.04% | 0.04% | 243 | +16 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 7,630 | 2,077 | 1.23% | 1.72% | 244 | -574 | -7.0% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,609 | 2,072 | 0.01% | 0.01% | 245 | +733 | 10.66% | Q1 2026 | May 05, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 7,486 | 2,068 | 0.55% | 0.74% | 246 | -1,586 | -17.48% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,421 | 2,020 | 0.01% | 0.02% | 247 | -4,942 | -39.97% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,399 | 2,014 | 0.03% | 0.05% | 248 | -2,013 | -21.39% | Q1 2026 | Apr 22, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 7,396 | 2,014 | 0.1% | 0.11% | 249 | -407 | -5.22% | Q1 2026 | Apr 09, 2026 |
| Keebeck Wealth Management | History | Reduced | 7,336 | 1,997 | 0.22% | 0.3% | 250 | -1,751 | -19.27% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,264 | 1,993 | 0.41% | 0.69% | 251 | -487 | -6.28% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,303 | 1,988 | 0.09% | 0.09% | 252 | +812 | 12.51% | Q1 2026 | Apr 28, 2026 |
| MontVue Capital Management, Inc. | History | No change | 7,246 | 1,973 | 1.34% | 1.39% | 253 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elm Partners Management LLC | History | Reduced | 7,314 | 1,948 | 0.08% | 0.13% | 254 | -2,691 | -26.9% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 7,115 | 1,938 | 0.06% | — | 255 | +7,115 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,698 | 1,928 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,045 | 1,918 | 0.02% | 0.02% | 257 | +35 | 0.5% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 7,041 | 1,917 | 0.53% | 0.55% | 258 | +407 | 6.14% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 7,039 | 1,916 | 0.1% | 0.12% | 259 | +6 | 0.09% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,987 | 1,902 | 0.02% | 0.02% | 260 | -495 | -6.62% | Q1 2026 | May 13, 2026 |
| DAHRING | CUSMANO LLC | History | Added to | 6,948 | 1,892 | 1.16% | 1.2% | 261 | +951 | 15.86% | Q1 2026 | May 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 6,865 | 1,869 | 1.25% | 1.44% | 262 | -325 | -4.52% | Q1 2026 | Apr 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 6,854 | 1,866 | 0.0% | 0.0% | 263 | -8,695 | -55.92% | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,837 | 1,861 | 0.05% | 0.05% | 264 | +139 | 2.08% | Q1 2026 | May 14, 2026 |
| City State Bank | History | Reduced | 6,835 | 1,861 | 0.48% | 0.55% | 265 | -90 | -1.3% | Q1 2026 | Apr 20, 2026 |
| Petix & Botte Co | History | Added to | 6,674 | 1,817 | 0.4% | 0.42% | 266 | +300 | 4.71% | Q1 2026 | Apr 30, 2026 |
| Advantage Trust Co | History | Added to | 6,667 | 1,815 | 0.81% | 0.78% | 267 | +632 | 10.47% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 6,619 | 1,802 | 0.0% | 0.0% | 268 | -92 | -1.37% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,608 | 1,799 | 0.03% | 0.03% | 269 | +559 | 9.24% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 6,588 | 1,794 | 0.1% | 0.11% | 270 | -444 | -6.31% | Q1 2026 | May 07, 2026 |
| Leo H. Evart, Inc. | History | New | 6,541 | 1,781 | 1.52% | — | 271 | +6,541 | New | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,531 | 1,778 | 0.1% | 0.11% | 272 | +13 | 0.2% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,525 | 1,777 | 0.08% | 0.04% | 273 | +3,179 | 95.01% | Q1 2026 | May 18, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 6,515 | 1,774 | 0.44% | 0.42% | 274 | +630 | 10.71% | Q1 2026 | Apr 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 6,499 | 1,769 | 0.3% | 0.29% | 275 | +519 | 8.68% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,422 | 1,748 | 0.03% | 0.04% | 276 | -1,231 | -16.09% | Q1 2026 | May 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,422 | 1,748 | 0.94% | 0.96% | 277 | +57 | 0.9% | Q1 2026 | May 14, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 6,390 | 1,740 | 0.24% | 0.25% | 278 | -24 | -0.37% | Q1 2026 | May 14, 2026 |
| Bluesphere Advisors LLC | History | Added to | 6,308 | 1,717 | 0.61% | 0.72% | 280 | +628 | 11.06% | Q1 2026 | Apr 22, 2026 |
| RDA Financial Network | History | Added to | 6,305 | 1,717 | 0.43% | 0.43% | 279 | +37 | 0.59% | Q1 2026 | Apr 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 6,216 | 1,692 | 0.16% | 0.17% | 281 | +102 | 1.67% | Q1 2026 | Apr 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 6,213 | 1,692 | 1.42% | 1.53% | 282 | +9 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 6,159 | 1,677 | 0.65% | 0.67% | 283 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 6,155 | 1,676 | 0.02% | 0.02% | 284 | -173 | -2.73% | Q1 2026 | May 05, 2026 |
| Northstar Group, Inc. | History | Added to | 6,120 | 1,666 | 0.24% | 0.24% | 285 | +2 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,113 | 1,664 | 0.35% | 0.41% | 286 | -354 | -5.47% | Q1 2026 | Apr 15, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 6,090 | 1,658 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,075 | 1,654 | 0.04% | 0.04% | 288 | -813 | -11.8% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,049 | 1,647 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,041 | 1,645 | 0.1% | 0.11% | 290 | -69 | -1.13% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,966 | 1,624 | 0.02% | 0.02% | 291 | +788 | 15.22% | Q1 2026 | Apr 28, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 5,939 | 1,617 | 1.4% | 1.58% | 292 | -560 | -8.62% | Q1 2026 | May 06, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,886 | 1,602 | 0.18% | 0.22% | 293 | -1,054 | -15.19% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,855 | 1,594 | 0.02% | 0.02% | 294 | -293 | -4.77% | Q1 2026 | May 08, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 5,840 | 1,590 | 0.37% | 0.39% | 295 | +17 | 0.29% | Q1 2026 | Apr 17, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 5,830 | 1,587 | 0.45% | 0.47% | 296 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Reduced | 5,814 | 1,583 | 0.41% | 0.46% | 297 | -14 | -0.24% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,789 | 1,576 | 0.07% | 0.08% | 298 | +24 | 0.42% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,742 | 1,563 | 0.17% | 0.22% | 299 | -1,228 | -17.62% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,713 | 1,555 | 0.01% | 0.01% | 300 | -405 | -6.62% | Q1 2026 | Apr 15, 2026 |