VANGUARD WORLD FUND - VIS
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 | 3,925,230 | 1,225,535 | 0.09% | 0.08% | 1 | +12,883 | 0.33% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,007,346 | 314,513 | 4.91% | 4.28% | 2 | +36,040 | 3.71% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 855,771 | 267,189 | 0.02% | 0.02% | 3 | -102,596 | -10.71% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 642,774 | 200,687 | 0.04% | 0.03% | 4 | +67,257 | 11.69% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 374,919 | 117,057 | 0.02% | 0.02% | 5 | +54,343 | 16.95% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 325,178 | 101,527 | 5.71% | 5.65% | 6 | -29,016 | -8.19% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 292,995 | 91,478 | 0.02% | 0.02% | 7 | +2,752 | 0.95% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 271,238 | 84,686 | 0.02% | 0.02% | 8 | +14,413 | 5.61% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 252,861 | 78,948 | 0.02% | 0.02% | 9 | +39,367 | 18.44% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | New | 166,564 | 52,005 | 3.78% | — | 10 | +166,564 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 158,699 | 49,555 | 0.05% | 0.04% | 11 | +5,055 | 3.29% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 149,005 | 46,521 | 0.01% | 0.01% | 12 | +18,409 | 14.1% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 147,830 | 46,153 | 0.01% | 0.01% | 13 | -2,072 | -1.38% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 145,483 | 45,434 | 0.05% | 0.05% | 14 | +1,889 | 1.32% | Q1 2026 | May 05, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 142,342 | 44,442 | 6.22% | 6.06% | 15 | +223 | 0.16% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 135,481 | 40,900 | 0.0% | 0.0% | 16 | -4,060 | -2.91% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 118,045 | 36,856 | 0.02% | 0.02% | 17 | +13,541 | 12.96% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 110,050 | 34,359 | 0.11% | 0.09% | 18 | +7,113 | 6.91% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 99,976 | 31,214 | 0.03% | 0.03% | 19 | -4,568 | -4.37% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 93,357 | 29,148 | 0.05% | 0.05% | 20 | -6,802 | -6.79% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 86,833 | 27,110 | 0.9% | 0.83% | 21 | +186 | 0.21% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,875 | 24,313 | 0.03% | 0.03% | 22 | +2,007 | 2.65% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 73,426 | 22,924 | 0.89% | 0.87% | 23 | -4,722 | -6.04% | Q1 2026 | May 12, 2026 |
| Harfst & Associates, Inc. | History | Added to | 72,380 | 22,598 | 4.03% | 3.59% | 24 | +5,602 | 8.39% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 63,682 | 19,899 | 0.03% | 0.03% | 25 | -599 | -0.93% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 60,766 | 18,972 | 0.06% | 0.06% | 26 | -6,002 | -8.99% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 58,192 | 18,168 | 0.05% | 0.05% | 27 | -5,342 | -8.41% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 51,636 | 16,121 | 0.08% | 0.08% | 28 | +70 | 0.14% | Q1 2026 | May 08, 2026 |
| Capital Advantage, Inc. | History | Reduced | 51,484 | 16,074 | 2.1% | 2.08% | 29 | -71 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 49,596 | 15,484 | 4.01% | 4.03% | 30 | -3,015 | -5.73% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,292 | 15,389 | 0.01% | 0.01% | 31 | -43 | -0.09% | Q1 2026 | May 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 44,218 | 13,805 | 2.44% | 2.36% | 32 | +546 | 1.25% | Q1 2026 | Apr 20, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 40,108 | 13,505 | 2.92% | 2.77% | 33 | -437 | -1.08% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 40,792 | 12,735 | 0.03% | 0.07% | 34 | -49,509 | -54.83% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 38,225 | 11,934 | 0.05% | 0.05% | 35 | -280 | -0.73% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 37,574 | 11,731 | 0.4% | 0.19% | 36 | -2,033 | -5.13% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 37,532 | 11,718 | 0.02% | 0.02% | 37 | -1,333 | -3.43% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,731 | 11,468 | 0.03% | 0.02% | 38 | +5,591 | 17.95% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 36,725 | 11,466 | 0.0% | 0.0% | 39 | +111 | 0.3% | Q1 2026 | May 15, 2026 |
| Kinloch Capital, LLC | History | New | 33,590 | 10,487 | 4.28% | — | 40 | +33,590 | New | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | New | 33,235 | 10,376 | 0.18% | — | 41 | +33,235 | New | Q1 2026 | May 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 32,114 | 10,026 | 0.27% | 0.26% | 42 | -1,117 | -3.36% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 30,842 | 8,944 | 0.01% | 0.01% | 43 | -17,524 | -36.23% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 27,684 | 8,643 | 0.4% | 0.38% | 44 | -1,595 | -5.45% | Q1 2026 | May 06, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 25,831 | 8,064 | 2.01% | 2.91% | 45 | -1,544 | -5.64% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 25,539 | 7,973 | 0.01% | 0.01% | 46 | +1,190 | 4.89% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,976 | 7,798 | 0.03% | 0.05% | 47 | -21,876 | -46.69% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,341 | 7,599 | 0.01% | 0.01% | 48 | +3,756 | 18.25% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,202 | 7,556 | 0.58% | 0.52% | 49 | +2,806 | 13.11% | Q1 2026 | Apr 22, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 23,826 | 7,438 | 1.69% | 1.59% | 50 | +91 | 0.38% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,598 | 7,367 | 0.0% | 0.0% | 51 | +19,598 | 489.95% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 23,001 | 7,181 | 0.04% | 0.01% | 52 | +16,224 | 239.4% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 22,621 | 7,062 | 0.0% | 0.0% | 53 | +4,232 | 23.01% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 22,602 | 7,056 | 0.01% | 0.01% | 54 | -2,639 | -10.46% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 22,287 | 6,958 | 0.0% | 0.0% | 55 | +17,336 | 350.15% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,351 | 6,871 | 0.0% | 0.0% | 56 | +5,177 | 30.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,755 | 6,856 | 0.01% | 0.02% | 57 | -10,252 | -26.97% | Q1 2026 | Apr 08, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 21,940 | 6,849 | 4.56% | 4.37% | 58 | -1,064 | -4.63% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,725 | 6,782 | 0.03% | 0.03% | 59 | -362 | -1.64% | Q1 2026 | Apr 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 21,223 | 6,626 | 0.05% | 0.05% | 60 | -234 | -1.09% | Q1 2026 | Apr 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,000 | 6,244 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 19,441 | 6,069 | 0.02% | 0.02% | 62 | -142 | -0.73% | Q1 2026 | May 08, 2026 |
| Sharper & Granite LLC | History | Reduced | 19,319 | 6,031 | 2.06% | 2.06% | 63 | -313 | -1.59% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Reduced | 17,934 | 5,599 | 0.28% | 0.28% | 64 | -927 | -4.91% | Q1 2026 | May 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 17,750 | 5,541 | 1.57% | 1.4% | 65 | +1,101 | 6.61% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,662 | 5,514 | 0.01% | 0.01% | 66 | +520 | 3.03% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,282 | 5,395 | 0.02% | 0.02% | 67 | +222 | 1.3% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,192 | 5,367 | 0.01% | 0.01% | 68 | +5,359 | 45.29% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,124 | 5,346 | 0.01% | 0.01% | 69 | +11,234 | 190.73% | Q1 2026 | May 01, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 17,083 | 5,333 | 2.04% | 2.03% | 70 | +5 | 0.03% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 16,728 | 5,309 | 0.02% | 0.03% | 71 | +2,813 | 20.22% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,812 | 5,249 | 0.0% | 0.0% | 72 | +2,287 | 15.75% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 15,908 | 4,966 | 1.55% | 1.47% | 73 | +382 | 2.46% | Q1 2026 | Apr 10, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 15,312 | 4,780 | 2.09% | 2.59% | 74 | -4,831 | -23.98% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 15,072 | 4,705 | 0.06% | 0.06% | 75 | +353 | 2.4% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 14,988 | 4,679 | 0.0% | 0.0% | 76 | +195 | 1.32% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,946 | 4,666 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 14,903 | 4,653 | 0.11% | 0.11% | 78 | -1,236 | -7.66% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 14,159 | 4,420 | 0.04% | 0.03% | 79 | +135 | 0.96% | Q1 2026 | May 01, 2026 |
| Bonfire Financial | History | Reduced | 13,484 | 4,209 | 3.17% | 3.48% | 80 | -2,146 | -13.73% | Q1 2026 | May 06, 2026 |
| Crown Wealth Group, LLC | History | Added to | 13,308 | 4,155 | 1.22% | 0.91% | 81 | +2,429 | 22.33% | Q1 2026 | Apr 21, 2026 |
| Keebeck Wealth Management | History | Reduced | 13,245 | 4,135 | 0.47% | 0.61% | 82 | -4,484 | -25.29% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 12,767 | 4,038 | 0.36% | 0.36% | 83 | -523 | -3.94% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,855 | 4,013 | 0.1% | 0.11% | 84 | -3,931 | -23.42% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,990 | 3,999 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,715 | 3,969 | 0.02% | 0.02% | 86 | +391 | 3.17% | Q1 2026 | May 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 12,666 | 3,954 | 0.11% | 0.09% | 87 | -399 | -3.05% | Q1 2026 | Apr 21, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 12,134 | 3,788 | 0.68% | 0.81% | 88 | -2,138 | -14.98% | Q1 2026 | Apr 15, 2026 |
| Sierra Capital LLC | History | No change | 11,995 | 3,745 | 0.41% | 0.38% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 11,757 | 3,670 | 0.85% | 0.84% | 90 | -148 | -1.24% | Q1 2026 | May 06, 2026 |
| Addison Capital Co | History | New | 11,692 | 3,650 | 0.65% | — | 91 | +11,692 | New | Q1 2026 | Apr 29, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 11,566 | 3,611 | 2.11% | 2.13% | 92 | -728 | -5.92% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 11,247 | 3,511 | 0.29% | 0.26% | 93 | +377 | 3.47% | Q1 2026 | May 01, 2026 |
| Joule Financial, LLC | History | Reduced | 11,115 | 3,470 | 1.01% | 1.0% | 94 | -49 | -0.44% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Reduced | 10,803 | 3,373 | 0.04% | 0.04% | 95 | -359 | -3.22% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,698 | 3,340 | 0.02% | 0.01% | 96 | +1,711 | 19.04% | Q1 2026 | May 13, 2026 |
| Tandem Wealth Advisors LLC | History | New | 10,356 | 3,233 | 1.44% | — | 97 | +10,356 | New | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Reduced | 10,048 | 3,189 | 0.24% | 0.26% | 98 | -1,523 | -13.16% | Q1 2026 | Apr 27, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 9,534 | 3,143 | 0.6% | 0.57% | 99 | -127 | -1.31% | Q1 2026 | Apr 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 9,843 | 3,073 | 0.35% | 0.32% | 100 | -36 | -0.36% | Q1 2026 | Apr 16, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 9,801 | 3,060 | 0.09% | 0.09% | 101 | -213 | -2.13% | Q1 2026 | Apr 16, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,625 | 3,005 | 0.0% | 0.0% | 102 | +130 | 1.37% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,599 | 2,998 | 0.05% | 0.05% | 103 | +388 | 4.21% | Q1 2026 | Apr 14, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 9,453 | 2,951 | 1.16% | 0.97% | 104 | +1,406 | 17.47% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 9,883 | 2,948 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 9,430 | 2,944 | 0.51% | 0.48% | 106 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,389 | 2,931 | 0.02% | 0.04% | 107 | -2,725 | -22.49% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,369 | 2,925 | 0.25% | 0.24% | 108 | -116 | -1.22% | Q1 2026 | Apr 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 9,199 | 2,872 | 0.36% | 0.48% | 109 | +725 | 8.56% | Q1 2026 | May 18, 2026 |
| Ledyard National Bank | History | Reduced | 9,049 | 2,825 | 0.24% | 0.25% | 110 | -607 | -6.29% | Q1 2026 | Apr 24, 2026 |
| Calder Financial LLC | History | Added to | 8,899 | 2,824 | 2.8% | 1.97% | 111 | +2,159 | 32.03% | Q1 2026 | Apr 07, 2026 |
| Advisors Capital Management, LLC | History | Added to | 9,006 | 2,812 | 0.03% | 0.03% | 112 | +129 | 1.45% | Q1 2026 | May 01, 2026 |
| Royal Fund Management, LLC | History | Added to | 8,890 | 2,793 | 0.27% | 0.23% | 113 | +543 | 6.51% | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Added to | 8,895 | 2,784 | 0.0% | 0.0% | 114 | +779 | 9.6% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,867 | 2,768 | 0.06% | 0.03% | 115 | +4,015 | 82.75% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,609 | 2,687 | 0.05% | 0.02% | 116 | +5,856 | 212.71% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 8,882 | 2,681 | 0.17% | 0.14% | 117 | -1,438 | -13.93% | Q1 2026 | Apr 24, 2026 |
| Fisher Asset Management, LLC | History | Added to | 8,439 | 2,634 | 0.0% | 0.0% | 118 | +86 | 1.03% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 8,378 | 2,615 | 0.07% | 0.07% | 119 | -569 | -6.36% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 8,375 | 2,614 | 0.0% | 0.0% | 120 | -502 | -5.66% | Q1 2026 | May 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,369 | 2,612 | 1.03% | 1.04% | 121 | -881 | -9.52% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 8,276 | 2,584 | 0.0% | 0.0% | 122 | +753 | 10.01% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 7,955 | 2,484 | 0.08% | 0.04% | 123 | +3,454 | 76.74% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,927 | 2,475 | 0.03% | 0.03% | 124 | -25 | -0.31% | Q1 2026 | Apr 20, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 7,905 | 2,468 | 2.12% | 1.76% | 125 | +778 | 10.92% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,719 | 2,410 | 0.06% | 0.06% | 126 | +141 | 1.86% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,679 | 2,397 | 0.01% | 0.01% | 127 | +3 | 0.04% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,640 | 2,385 | 0.34% | 0.32% | 128 | +265 | 3.59% | Q1 2026 | May 13, 2026 |
| RCW Management, LLC | History | Reduced | 7,289 | 2,275 | 2.33% | 2.25% | 129 | -168 | -2.25% | Q1 2026 | Apr 15, 2026 |
| Apollon Financial, LLC | History | Added to | 7,199 | 2,247 | 0.31% | 0.28% | 130 | +638 | 9.72% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 7,123 | 2,223 | 0.03% | 0.03% | 131 | +520 | 7.88% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,097 | 2,215 | 0.0% | 0.0% | 132 | -4,141 | -36.85% | Q1 2026 | May 15, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 6,783 | 2,117 | 0.71% | 0.53% | 133 | +51 | 0.76% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Reduced | 6,760 | 2,110 | 0.03% | 0.03% | 134 | -15 | -0.22% | Q1 2026 | May 08, 2026 |
| Elm Partners Management LLC | History | Added to | 6,977 | 2,106 | 0.09% | 0.09% | 135 | +95 | 1.38% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 6,720 | 2,098 | 0.0% | 0.0% | 136 | +4,320 | 180.0% | Q1 2026 | May 14, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 6,640 | 2,073 | 0.76% | 0.66% | 137 | +520 | 8.5% | Q1 2026 | Apr 30, 2026 |
| Capital Management Associates, Inc | History | Added to | 6,571 | 2,051 | 0.46% | 0.4% | 138 | +521 | 8.61% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,495 | 2,027 | 0.0% | 0.0% | 139 | -3,238 | -33.27% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,488 | 2,025 | 0.02% | 0.02% | 140 | +2 | 0.03% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,473 | 2,021 | 0.01% | 0.01% | 141 | +200 | 3.19% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 6,441 | 2,011 | 0.07% | 0.07% | 142 | +15 | 0.23% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 6,082 | 1,924 | 0.06% | 0.07% | 143 | -3,813 | -38.53% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Added to | 6,022 | 1,880 | 0.0% | 0.0% | 144 | +707 | 13.3% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 5,850 | 1,826 | 0.05% | 0.05% | 145 | -55 | -0.93% | Q1 2026 | May 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 5,810 | 1,813 | 0.09% | 0.08% | 146 | -219 | -3.63% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,804 | 1,812 | 0.03% | 0.03% | 147 | +1,048 | 22.04% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,979 | 1,784 | 0.01% | 0.01% | 148 | +18 | 0.3% | Q1 2026 | May 15, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 5,479 | 1,710 | 1.48% | 1.52% | 149 | -562 | -9.3% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,454 | 1,702 | 0.01% | 0.0% | 150 | +4,498 | 470.5% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,393 | 1,683 | 0.01% | 0.01% | 151 | -7 | -0.13% | Q1 2026 | Apr 27, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 5,354 | 1,671 | 0.42% | 0.41% | 152 | +28 | 0.53% | Q1 2026 | May 07, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,222 | 1,630 | 0.03% | 0.03% | 153 | +43 | 0.83% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,162 | 1,611 | 0.03% | — | 154 | +5,162 | New | Q1 2026 | Apr 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,853 | 1,515 | 0.02% | 0.02% | 155 | +75 | 1.57% | Q1 2026 | May 08, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 4,844 | 1,512 | 0.43% | 0.47% | 156 | -92 | -1.86% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,810 | 1,501 | 0.01% | 0.0% | 157 | +3,412 | 244.06% | Q1 2026 | May 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 4,386 | 1,481 | 0.67% | 0.64% | 158 | -281 | -6.02% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,692 | 1,464 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,576 | 1,428 | 0.97% | 0.91% | 160 | -2 | -0.04% | Q1 2026 | Apr 16, 2026 |
| Waldron Private Wealth LLC | History | Added to | 4,513 | 1,408 | 0.05% | 0.05% | 161 | +2 | 0.04% | Q1 2026 | Apr 10, 2026 |
| Community Bank, N.A. | History | No change | 4,400 | 1,373 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,330 | 1,351 | 0.08% | 0.06% | 163 | +883 | 25.62% | Q1 2026 | Apr 13, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 4,280 | 1,336 | 0.76% | 0.8% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 4,221 | 1,317 | 0.06% | 0.06% | 165 | -3 | -0.07% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,155 | 1,297 | 0.02% | 0.03% | 166 | -505 | -10.84% | Q1 2026 | May 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,150 | 1,295 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,105 | 1,281 | 0.0% | 0.0% | 168 | +1,860 | 82.85% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,095 | 1,279 | 0.01% | 0.01% | 169 | -25 | -0.61% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,883 | 1,212 | 0.0% | 0.0% | 170 | -247 | -5.98% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 3,871 | 1,208 | 0.02% | 0.02% | 171 | +328 | 9.26% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,813 | 1,190 | 0.01% | 0.01% | 172 | +218 | 6.06% | Q1 2026 | Apr 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,805 | 1,187 | 0.01% | 0.0% | 173 | -166 | -4.18% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,792 | 1,183 | 0.04% | 0.01% | 174 | +3,101 | 448.77% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,781 | 1,180 | 0.04% | 0.05% | 175 | +53 | 1.42% | Q1 2026 | May 19, 2026 |
| Jacobs Equity LLC | History | Added to | 3,403 | 1,175 | 1.05% | 0.78% | 176 | +675 | 24.74% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,759 | 1,173 | 0.06% | 0.07% | 177 | -1,048 | -21.8% | Q1 2026 | May 04, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,742 | 1,168 | 0.56% | 0.55% | 178 | -5 | -0.13% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 3,735 | 1,166 | 0.52% | 0.42% | 179 | +251 | 7.2% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Added to | 3,690 | 1,152 | 0.0% | 0.0% | 180 | +23 | 0.63% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 3,678 | 1,148 | 0.01% | — | 181 | +3,678 | New | Q1 2026 | May 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 3,650 | 1,139 | 0.17% | 0.15% | 182 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,647 | 1,138 | 0.06% | 0.05% | 183 | -340 | -8.53% | Q1 2026 | Apr 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,647 | 1,138 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Keel Point, LLC | History | No change | 3,799 | 1,133 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 3,620 | 1,130 | 0.41% | 0.38% | 186 | -90 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Asset One Wealth Management LLC | History | Added to | 3,347 | 1,120 | 0.12% | 0.13% | 187 | +309 | 10.17% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,520 | 1,099 | 0.0% | 0.0% | 188 | +1,853 | 111.16% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 3,513 | 1,096 | 0.45% | 0.42% | 189 | -130 | -3.57% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,385 | 1,074 | 0.01% | 0.01% | 190 | +356 | 11.75% | Q1 2026 | Apr 07, 2026 |
| City State Bank | History | Reduced | 3,423 | 1,068 | 0.28% | 0.28% | 191 | -24 | -0.7% | Q1 2026 | Apr 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 3,412 | 1,065 | 0.07% | 0.07% | 192 | -4 | -0.12% | Q1 2026 | Apr 27, 2026 |
| Idaho Trust Co | History | Added to | 3,410 | 1,064 | 0.35% | 0.33% | 193 | +83 | 2.49% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | Added to | 3,299 | 1,029 | 0.18% | 0.18% | 194 | +9 | 0.27% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,279 | 1,023 | 0.06% | 0.06% | 195 | +8 | 0.24% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 3,249 | 1,014 | 0.01% | 0.01% | 196 | +20 | 0.62% | Q1 2026 | Apr 21, 2026 |
| Northstar Group, Inc. | History | No change | 3,243 | 1,012 | 0.14% | 0.13% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 3,231 | 1,008 | 0.66% | 0.67% | 198 | -21 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,216 | 1,004 | 0.0% | 0.0% | 199 | +117 | 3.78% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,217 | 1,004 | 0.04% | 0.04% | 200 | +15 | 0.47% | Q1 2026 | May 13, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 3,205 | 1,000 | 0.01% | 0.0% | 201 | +925 | 40.57% | Q1 2026 | Apr 14, 2026 |
| Zhang Financial LLC | History | No change | 3,203 | 1,000 | 0.03% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,162 | 987 | 0.07% | 0.06% | 203 | +612 | 24.0% | Q1 2026 | May 04, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 3,157 | 985 | 0.06% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,115 | 972 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,092 | 965 | 0.05% | 0.05% | 206 | -525 | -14.51% | Q1 2026 | May 18, 2026 |
| Eagle Capital Management, LLC | History | New | 3,074 | 960 | 0.38% | — | 207 | +3,074 | New | Q1 2026 | Apr 20, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,068 | 957 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,031 | 946 | 0.05% | 0.05% | 209 | +37 | 1.24% | Q1 2026 | Apr 24, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 3,025 | 944 | 0.53% | 0.51% | 210 | -5 | -0.17% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,012 | 940 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,124 | 932 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2,955 | 922 | 0.23% | 0.22% | 213 | -20 | -0.67% | Q1 2026 | Apr 17, 2026 |
| Simmons Bank | History | No change | 2,902 | 906 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 2,882 | 899 | 0.83% | 0.73% | 215 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 2,829 | 883 | 0.2% | 0.21% | 216 | -300 | -9.59% | Q1 2026 | Apr 02, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,812 | 878 | 0.09% | 0.07% | 217 | +456 | 19.35% | Q1 2026 | May 13, 2026 |
| Narwhal Capital Management | History | No change | 2,799 | 873 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CHRISTINE MESSMER PC | History | Reduced | 2,753 | 859 | 0.55% | 0.54% | 219 | -45 | -1.61% | Q1 2026 | Apr 21, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,750 | 858 | 0.01% | 0.01% | 220 | -375 | -12.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 2,724 | 850 | 0.02% | 0.02% | 221 | -108 | -3.81% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,844 | 848 | 0.0% | 0.0% | 222 | +133 | 4.91% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 2,685 | 838 | 0.19% | 0.17% | 223 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,662 | 831 | 0.01% | 0.01% | 225 | +506 | 23.47% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | No change | 2,662 | 831 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | No change | 2,604 | 812 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 2,596 | 810 | 0.0% | 0.0% | 227 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,581 | 806 | 0.0% | 0.0% | 228 | -11 | -0.42% | Q1 2026 | May 01, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,583 | 806 | 0.06% | 0.05% | 229 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| XTX Topco Ltd | History | Reduced | 2,577 | 804 | 0.01% | 0.04% | 230 | -2,444 | -48.68% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 2,558 | 799 | 0.01% | — | 231 | +2,558 | New | Q1 2026 | Apr 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 2,553 | 797 | 0.3% | 0.28% | 232 | -68 | -2.59% | Q1 2026 | May 18, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,546 | 794 | 0.0% | 0.0% | 233 | +17 | 0.67% | Q1 2026 | Apr 15, 2026 |
| Financial Freedom, LLC | History | Added to | 2,535 | 791 | 0.39% | 0.37% | 234 | +2 | 0.08% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,529 | 789 | 0.03% | 0.01% | 235 | +84 | 3.44% | Q1 2026 | Apr 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,520 | 786 | 0.29% | 0.28% | 236 | -75 | -2.89% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,507 | 782 | 0.0% | — | 238 | +2,507 | New | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,506 | 782 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 2,500 | 780 | 0.01% | 0.01% | 239 | +261 | 11.66% | Q1 2026 | Apr 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,481 | 774 | 0.03% | 0.02% | 240 | +207 | 9.1% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,441 | 762 | 0.0% | 0.0% | 241 | -510 | -17.28% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 2,412 | 753 | 0.02% | 0.15% | 242 | -13,305 | -84.65% | Q1 2026 | May 04, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,405 | 750 | 0.02% | 0.02% | 244 | +374 | 18.41% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,404 | 750 | 0.01% | 0.01% | 243 | +185 | 8.34% | Q1 2026 | May 01, 2026 |
| Tudor Financial Inc. | History | New | 2,387 | 745 | 0.38% | — | 245 | +2,387 | New | Q1 2026 | May 15, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 2,352 | 734 | 0.13% | 0.11% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,349 | 733 | 0.01% | 0.01% | 247 | +214 | 10.02% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,340 | 730 | 0.05% | 0.04% | 248 | +155 | 7.09% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,320 | 724 | 0.01% | 0.01% | 249 | +779 | 50.55% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 2,263 | 706 | 0.24% | 0.32% | 250 | -778 | -25.58% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,258 | 704 | 0.0% | 0.0% | 251 | -119 | -5.01% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,250 | 702 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 2,240 | 699 | 0.01% | 0.01% | 253 | -41 | -1.8% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 2,222 | 693 | 0.0% | 0.0% | 255 | +341 | 18.13% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 2,221 | 693 | 0.08% | 0.08% | 254 | -80 | -3.48% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,188 | 683 | 0.0% | — | 257 | +2,188 | New | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 2,188 | 683 | 0.01% | 0.01% | 256 | -80 | -3.53% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,182 | 681 | 0.01% | 0.01% | 258 | +148 | 7.28% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,175 | 679 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Financial Private Client, LLC | History | Added to | 2,171 | 677 | 0.22% | 0.21% | 260 | +140 | 6.89% | Q1 2026 | Apr 20, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 2,135 | 666 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,122 | 662 | 0.01% | 0.01% | 262 | +277 | 15.01% | Q1 2026 | May 18, 2026 |
| Quartz Partners, LLC | History | Added to | 2,113 | 659 | 0.25% | 0.19% | 263 | +374 | 21.51% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Added to | 2,100 | 655 | 0.01% | 0.01% | 264 | +100 | 5.0% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 2,095 | 654 | 0.15% | 0.15% | 265 | -30 | -1.41% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 2,086 | 651 | 0.01% | 0.01% | 266 | +41 | 2.0% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,081 | 649 | 0.01% | 0.01% | 267 | -128 | -5.79% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 1,935 | 644 | 0.04% | 0.04% | 268 | -179 | -8.47% | Q1 2026 | Apr 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,062 | 643 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,132 | 636 | 0.25% | 0.25% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,027 | 632 | 0.18% | 0.2% | 271 | -280 | -12.14% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | No change | 2,014 | 628 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 2,008 | 626 | 0.01% | 0.01% | 273 | +359 | 21.77% | Q1 2026 | Apr 13, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 2,004 | 625 | 0.14% | 0.15% | 274 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hirtle & Co., LLC | History | No change | 2,004 | 625 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 1,973 | 616 | 0.04% | 0.03% | 276 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,952 | 609 | 0.02% | — | 277 | +1,952 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,937 | 604 | 0.01% | 0.01% | 278 | +178 | 10.12% | Q1 2026 | Apr 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,880 | 587 | 0.06% | 0.05% | 279 | +1 | 0.05% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,878 | 586 | 0.0% | 0.0% | 280 | +489 | 35.21% | Q1 2026 | May 14, 2026 |
| Fortis Capital Management LLC | History | New | 1,873 | 584 | 0.06% | — | 281 | +1,873 | New | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,869 | 583 | 0.01% | 0.0% | 282 | +193 | 11.52% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,839 | 574 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 1,839 | 574 | 0.24% | 0.19% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Osbon Capital Management LLC | History | New | 1,805 | 563 | 0.46% | — | 285 | +1,805 | New | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 1,800 | 561 | 0.02% | 0.02% | 286 | -8 | -0.44% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,765 | 551 | 0.35% | 0.33% | 287 | -71 | -3.87% | Q1 2026 | Apr 23, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 1,743 | 544 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 1,734 | 541 | 0.18% | 0.56% | 289 | -4,444 | -71.93% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | No change | 1,730 | 540 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,710 | 533 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 1,708 | 533 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWF Advisory Services Inc. | History | Added to | 1,707 | 532 | 0.06% | 0.03% | 293 | +790 | 86.15% | Q1 2026 | May 04, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,695 | 529 | 0.02% | 0.03% | 294 | -848 | -33.35% | Q1 2026 | Apr 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 1,680 | 524 | 0.06% | 0.07% | 296 | -618 | -26.89% | Q1 2026 | May 04, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 1,679 | 524 | 0.02% | 0.02% | 295 | -22 | -1.29% | Q1 2026 | May 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 1,670 | 521 | 0.06% | 0.06% | 297 | -10 | -0.6% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,656 | 517 | 0.06% | 0.07% | 298 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hardy Reed LLC | History | No change | 1,650 | 515 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,643 | 513 | 0.21% | 0.09% | 300 | +910 | 124.15% | Q1 2026 | Apr 29, 2026 |