VANGUARD WORLD FUND - VOX
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 | 2,022,457 | 363,718 | 0.03% | 0.03% | 1 | +227,574 | 12.68% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 2,005,336 | 360,639 | 5.63% | 5.72% | 2 | +4,497 | 0.22% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,124,259 | 195,351 | 0.01% | 0.02% | 3 | -111,762 | -9.04% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,054,757 | 189,687 | 0.01% | 0.01% | 4 | -18,143 | -1.69% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 785,641 | 141,289 | 0.02% | 0.02% | 5 | +110,977 | 16.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 777,972 | 139,910 | 0.03% | 0.03% | 6 | -35,362 | -4.35% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 734,936 | 132,170 | 0.02% | 0.02% | 7 | +22,558 | 3.17% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 557,506 | 100,256 | 0.02% | 0.03% | 8 | -61,183 | -9.89% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 408,080 | 73,389 | 4.13% | 6.21% | 9 | -191,367 | -31.92% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 406,961 | 73,187 | 0.02% | 0.03% | 10 | -139,401 | -25.51% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 358,166 | 64,412 | 0.02% | 0.02% | 11 | -64,028 | -15.17% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 342,932 | 61,672 | 0.13% | 0.08% | 12 | +151,595 | 79.23% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 278,346 | 50,057 | 0.02% | 0.02% | 13 | +22,145 | 8.64% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 248,024 | 44,604 | 1.48% | 1.68% | 14 | -22,927 | -8.46% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 239,298 | 43,035 | 0.11% | 0.15% | 15 | -38,536 | -13.87% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 188,182 | 33,843 | 0.03% | 0.03% | 16 | -1,777 | -0.94% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 187,528 | 33,725 | 0.1% | 0.1% | 17 | +13,756 | 7.92% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 186,325 | 33,508 | 2.25% | 2.48% | 18 | -3,344 | -1.76% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 140,973 | 25,352 | 0.03% | 0.04% | 19 | -3,600 | -2.49% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 136,855 | 24,612 | 0.06% | 0.05% | 20 | +21,223 | 18.35% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 129,025 | 23,204 | 0.0% | 0.0% | 21 | +8,312 | 6.89% | Q1 2026 | May 15, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Reduced | 112,783 | 21,905 | 4.94% | 5.03% | 22 | -233 | -0.21% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 114,990 | 20,679 | 0.03% | 0.04% | 23 | -8,794 | -7.1% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 106,012 | 19,065 | 0.02% | 0.03% | 24 | -31,806 | -23.08% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 105,770 | 19,021 | 0.01% | 0.01% | 25 | +4,678 | 4.63% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 99,339 | 17,865 | 0.02% | 0.02% | 26 | +4,530 | 4.78% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 97,790 | 17,586 | 0.68% | 0.93% | 27 | -31,038 | -24.09% | Q1 2026 | May 12, 2026 |
| Morningstar Investment Management LLC | History | New | 94,391 | 16,975 | 1.05% | — | 28 | +94,391 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 91,832 | 16,515 | 0.06% | 0.06% | 29 | -2,501 | -2.65% | Q1 2026 | May 12, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 89,296 | 16,058 | 0.07% | 0.07% | 30 | +644 | 0.73% | Q1 2026 | May 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 79,257 | 14,253 | 0.43% | 0.52% | 31 | -7,617 | -8.77% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 73,696 | 13,254 | 0.01% | 0.02% | 32 | -898 | -1.2% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 73,518 | 13,221 | 0.02% | 0.02% | 33 | +888 | 1.22% | Q1 2026 | May 14, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 73,241 | 13,171 | 1.19% | 1.27% | 34 | +360 | 0.49% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 73,315 | 12,403 | 0.02% | 0.02% | 35 | -1,543 | -2.06% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 64,659 | 11,628 | 0.02% | 0.02% | 36 | +2,945 | 4.77% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,455 | 10,344 | 0.02% | 0.02% | 37 | -23,178 | -28.75% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 57,345 | 10,312 | 0.01% | 0.01% | 38 | -4,612 | -7.44% | Q1 2026 | May 08, 2026 |
| Mason & Associates Inc | History | Added to | 58,380 | 10,144 | 1.96% | 2.05% | 39 | +2,149 | 3.82% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 54,339 | 9,772 | 0.27% | 0.27% | 40 | +354 | 0.66% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,586 | 9,277 | 0.0% | 0.0% | 41 | +48,186 | 1417.24% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,004 | 8,992 | 0.0% | 0.0% | 42 | -130 | -0.26% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,202 | 8,848 | 0.0% | 0.0% | 43 | +14,866 | 43.3% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,652 | 8,749 | 0.01% | 0.02% | 44 | +9,420 | 24.01% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 48,158 | 8,660 | 0.21% | 0.24% | 45 | -6,572 | -12.01% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 42,648 | 8,319 | 0.92% | 1.18% | 46 | -580 | -1.34% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 39,481 | 7,644 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 44,257 | 7,306 | 1.39% | 1.67% | 48 | +730 | 1.68% | Q1 2026 | Apr 09, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 40,597 | 7,300 | 0.83% | 0.93% | 49 | -2,606 | -6.03% | Q1 2026 | May 11, 2026 |
| Clear Point Advisors Inc. | History | New | 45,012 | 6,830 | 5.29% | — | 50 | +45,012 | New | Q1 2026 | Apr 28, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 36,626 | 6,586 | 4.39% | 4.66% | 51 | -1,202 | -3.18% | Q1 2026 | May 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 36,158 | 6,502 | 1.12% | 1.15% | 52 | +1,383 | 3.98% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,147 | 6,484 | 0.0% | 0.0% | 53 | +1,063 | 2.95% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 35,035 | 6,300 | 1.97% | 2.05% | 54 | +1,601 | 4.79% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 34,620 | 6,226 | 0.05% | 0.05% | 55 | +3,263 | 10.41% | Q1 2026 | Apr 15, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | Added to | 33,635 | 6,048 | 3.89% | 3.96% | 56 | +1,188 | 3.66% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,796 | 5,897 | 0.01% | 0.01% | 57 | +19,256 | 142.22% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,107 | 5,774 | 0.01% | 0.01% | 58 | -1,665 | -4.93% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 31,499 | 5,664 | 0.02% | 0.05% | 59 | -36,902 | -53.95% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,138 | 5,600 | 0.07% | 0.08% | 60 | -987 | -3.07% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 29,877 | 5,420 | 0.41% | 0.42% | 61 | +257 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Retirement Planning Group, LLC | History | Added to | 29,368 | 5,281 | 0.16% | 0.18% | 62 | +1,843 | 6.7% | Q1 2026 | May 04, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 27,555 | 4,955 | 1.13% | 1.18% | 63 | +347 | 1.28% | Q1 2026 | Apr 15, 2026 |
| Sharper & Granite LLC | History | Reduced | 26,875 | 4,833 | 1.65% | 1.96% | 64 | -1,812 | -6.32% | Q1 2026 | Apr 08, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 26,068 | 4,688 | 1.56% | 1.84% | 65 | +6 | 0.02% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 25,770 | 4,634 | 1.54% | 1.62% | 66 | +366 | 1.44% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 25,685 | 4,619 | 1.04% | 1.06% | 67 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,232 | 4,537 | 0.02% | 0.02% | 68 | +244 | 0.98% | Q1 2026 | Apr 30, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 24,506 | 4,407 | 1.73% | 1.69% | 69 | +1,411 | 6.11% | Q1 2026 | Apr 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 23,843 | 4,287 | 0.06% | 0.05% | 70 | +3,837 | 19.18% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,600 | 4,064 | 0.01% | 0.01% | 71 | -3,362 | -12.95% | Q1 2026 | Apr 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 22,356 | 4,020 | 1.19% | 1.31% | 72 | +521 | 2.39% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 21,796 | 3,919 | 0.06% | 0.11% | 73 | -6,347 | -22.55% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,322 | 3,834 | 0.02% | 0.01% | 74 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 19,503 | 3,788 | 0.82% | 0.87% | 75 | -193 | -0.98% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 20,921 | 3,762 | 0.99% | 1.1% | 76 | +269 | 1.3% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Reduced | 20,288 | 3,648 | 0.04% | 0.07% | 77 | -11,374 | -35.92% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | Added to | 19,758 | 3,553 | 0.04% | 0.04% | 78 | +199 | 1.02% | Q1 2026 | May 01, 2026 |
| Prostatis Group LLC | History | Added to | 19,409 | 3,490 | 0.89% | 0.06% | 79 | +18,178 | 1476.69% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 18,603 | 3,338 | 0.0% | 0.0% | 80 | +5,447 | 41.4% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,392 | 3,307 | 0.08% | 0.1% | 81 | -490 | -2.6% | Q1 2026 | Apr 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 18,281 | 3,287 | 0.27% | 0.28% | 82 | +364 | 2.03% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,164 | 3,266 | 0.02% | 0.02% | 83 | +2,681 | 17.32% | Q1 2026 | May 13, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 18,129 | 3,260 | 1.42% | 1.17% | 84 | +4,075 | 29.0% | Q1 2026 | May 12, 2026 |
| Joule Financial, LLC | History | Reduced | 18,005 | 3,238 | 0.94% | 1.07% | 85 | -432 | -2.34% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,915 | 3,222 | 0.06% | 0.07% | 86 | -942 | -5.0% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 17,497 | 3,146 | 0.02% | 0.06% | 87 | -20,301 | -53.71% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 17,298 | 3,127 | 0.0% | 0.0% | 88 | +572 | 3.42% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,102 | 3,075 | 0.02% | 0.02% | 89 | +97 | 0.57% | Q1 2026 | May 05, 2026 |
| Campion Asset Management | History | Added to | 16,699 | 3,003 | 2.04% | 2.21% | 90 | +230 | 1.4% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 16,506 | 2,968 | 0.04% | 0.04% | 91 | -69 | -0.42% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,611 | 2,807 | 0.02% | 0.02% | 92 | +3 | 0.02% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 14,341 | 2,579 | 0.0% | 0.0% | 93 | +149 | 1.05% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,320 | 2,575 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 14,296 | 2,570 | 0.64% | 0.68% | 95 | -220 | -1.52% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 14,202 | 2,554 | 0.74% | 0.78% | 96 | +389 | 2.82% | Q1 2026 | Apr 20, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 14,029 | 2,522 | 0.01% | 0.01% | 97 | +149 | 1.07% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 14,013 | 2,521 | 0.24% | 0.26% | 98 | -478 | -3.3% | Q1 2026 | May 19, 2026 |
| Bank of Marin | History | Reduced | 13,934 | 2,505 | 1.83% | 1.95% | 99 | -672 | -4.6% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | Reduced | 13,867 | 2,493 | 0.36% | 0.39% | 100 | -265 | -1.88% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,806 | 2,482 | 0.01% | 0.01% | 101 | +55 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 13,192 | 2,372 | 0.13% | 0.14% | 102 | -164 | -1.23% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 13,095 | 2,355 | 0.0% | 0.0% | 103 | +4,331 | 49.42% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 13,063 | 2,349 | 0.08% | — | 104 | +13,063 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,003 | 2,338 | 0.02% | 0.03% | 105 | +21 | 0.16% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 12,656 | 2,276 | 0.02% | 0.02% | 106 | +7,655 | 153.07% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 12,653 | 2,275 | 0.04% | 0.04% | 107 | +249 | 2.01% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,231 | 2,199 | 0.01% | 0.01% | 108 | +718 | 6.24% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,072 | 2,168 | 0.0% | 0.01% | 110 | -6,867 | -36.26% | Q1 2026 | May 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 12,056 | 2,168 | 1.08% | 1.24% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,858 | 2,132 | 0.0% | 0.0% | 111 | +9,429 | 388.18% | Q1 2026 | May 13, 2026 |
| Junk Investment Group, LLC | History | New | 11,825 | 2,126 | 1.12% | — | 112 | +11,825 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 11,618 | 2,089 | 0.05% | 0.08% | 113 | -5,601 | -32.53% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Reduced | 11,962 | 2,078 | 0.09% | 0.11% | 114 | -902 | -7.01% | Q1 2026 | May 13, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 11,555 | 2,078 | 1.42% | 1.49% | 115 | -6 | -0.05% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,510 | 2,070 | 0.04% | 0.04% | 116 | +410 | 3.69% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 11,433 | 2,056 | 0.03% | 0.11% | 117 | -24,282 | -67.99% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 11,004 | 1,978 | 0.17% | 0.18% | 118 | -124 | -1.11% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 10,675 | 1,920 | 0.0% | 0.0% | 119 | +513 | 5.05% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 10,413 | 1,872 | 0.05% | 0.06% | 120 | -1,946 | -15.75% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Added to | 10,319 | 1,855 | 0.1% | 0.09% | 121 | +93 | 0.91% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 10,225 | 1,838 | 0.2% | 0.18% | 122 | +1,628 | 18.94% | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | No change | 10,212 | 1,836 | 0.1% | 0.11% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dakota Wealth Management | History | Reduced | 9,943 | 1,788 | 0.04% | 0.03% | 124 | -163 | -1.61% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Reduced | 9,932 | 1,786 | 0.02% | 0.03% | 125 | -549 | -5.24% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 9,717 | 1,747 | 0.19% | 0.22% | 126 | -756 | -7.22% | Q1 2026 | Apr 28, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 9,614 | 1,728 | 0.68% | 0.37% | 127 | +4,875 | 102.87% | Q1 2026 | May 11, 2026 |
| RCW Management, LLC | History | No change | 9,593 | 1,725 | 1.77% | 1.88% | 128 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,524 | 1,712 | 0.01% | — | 130 | +9,524 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 9,524 | 1,712 | 0.0% | 0.0% | 129 | -182 | -1.88% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 9,373 | 1,685 | 0.06% | 0.06% | 131 | +12 | 0.13% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 9,277 | 1,668 | 0.09% | 0.11% | 132 | -700 | -7.02% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 9,242 | 1,662 | 0.04% | 0.04% | 133 | -851 | -8.43% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,208 | 1,655 | 0.01% | 0.01% | 134 | -683 | -6.91% | Q1 2026 | May 11, 2026 |
| Heritage Trust Co | History | Reduced | 9,144 | 1,644 | 0.16% | 0.18% | 135 | -62 | -0.67% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,948 | 1,609 | 0.0% | 0.01% | 136 | -6,122 | -40.62% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 8,757 | 1,574 | 0.01% | 0.01% | 137 | +108 | 1.25% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,697 | 1,564 | 0.08% | 0.08% | 138 | +267 | 3.17% | Q1 2026 | May 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 8,687 | 1,562 | 0.22% | 0.24% | 139 | -188 | -2.12% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,644 | 1,554 | 0.0% | 0.0% | 140 | -6,262 | -42.01% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,617 | 1,549 | 0.0% | 0.0% | 141 | +1,663 | 23.91% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,453 | 1,520 | 0.03% | 0.03% | 142 | +473 | 5.93% | Q1 2026 | May 07, 2026 |
| Aspen Investment Management Inc | History | No change | 8,127 | 1,462 | 0.45% | 0.47% | 143 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 8,127 | 1,461 | 0.37% | 0.43% | 144 | -372 | -4.38% | Q1 2026 | May 07, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,095 | 1,455 | 0.08% | 0.09% | 145 | -187 | -2.26% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,006 | 1,439 | 0.04% | 0.04% | 146 | -604 | -7.02% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 7,789 | 1,400 | 0.06% | 0.08% | 147 | -1,500 | -16.15% | Q1 2026 | Apr 30, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 7,789 | 1,400 | 0.56% | 0.69% | 148 | -1,403 | -15.26% | Q1 2026 | Apr 23, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 7,726 | 1,389 | 0.07% | 0.06% | 150 | +868 | 12.66% | Q1 2026 | May 11, 2026 |
| Corsicana & Co. | History | Added to | 9,365 | 1,389 | 0.88% | 1.0% | 149 | +180 | 1.96% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,659 | 1,377 | 0.02% | 0.02% | 151 | +37 | 0.49% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 7,558 | 1,359 | 0.0% | 0.0% | 152 | +653 | 9.46% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 7,414 | 1,333 | 0.14% | 0.17% | 153 | -39 | -0.52% | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,324 | 1,317 | 0.02% | 0.02% | 154 | -549 | -6.97% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,320 | 1,316 | 0.02% | 0.02% | 155 | +178 | 2.49% | Q1 2026 | Apr 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 7,313 | 1,315 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Citizens Financial Corp | History | No change | 7,207 | 1,296 | 0.61% | 0.69% | 157 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,195 | 1,294 | 0.01% | 0.0% | 158 | +4,475 | 164.52% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | No change | 6,836 | 1,283 | 0.58% | 0.58% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Reduced | 7,040 | 1,266 | 0.07% | 0.08% | 160 | -264 | -3.61% | Q1 2026 | May 04, 2026 |
| Idaho Trust Co | History | Added to | 7,018 | 1,262 | 0.41% | 0.42% | 161 | +387 | 5.84% | Q1 2026 | May 08, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 6,952 | 1,250 | 0.36% | 0.37% | 162 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 6,938 | 1,247 | 0.0% | 0.0% | 163 | +436 | 6.71% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,858 | 1,233 | 0.06% | 0.06% | 164 | -118 | -1.69% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Added to | 6,833 | 1,228 | 0.01% | 0.01% | 165 | +260 | 3.96% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 6,815 | 1,225 | 0.02% | 0.02% | 166 | +2,287 | 50.51% | Q1 2026 | Apr 17, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 6,807 | 1,224 | 0.28% | 0.28% | 167 | -125 | -1.8% | Q1 2026 | Apr 20, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 6,597 | 1,186 | 0.35% | 0.41% | 168 | -1,030 | -13.5% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 6,523 | 1,173 | 0.04% | 0.03% | 169 | +881 | 15.62% | Q1 2026 | Apr 06, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 6,524 | 1,173 | 0.26% | 0.28% | 170 | +18 | 0.28% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 6,352 | 1,142 | 0.02% | 0.02% | 171 | -52 | -0.81% | Q1 2026 | May 01, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 6,338 | 1,139 | 0.98% | 1.64% | 172 | -3,712 | -36.94% | Q1 2026 | May 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 6,312 | 1,135 | 0.66% | 2.25% | 174 | -13,744 | -68.53% | Q1 2026 | May 11, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 6,314 | 1,135 | 1.04% | 1.06% | 173 | +56 | 0.89% | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,203 | 1,115 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 6,200 | 1,115 | 0.1% | 0.11% | 176 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 6,051 | 1,088 | 0.03% | 0.03% | 177 | -1,590 | -20.81% | Q1 2026 | Apr 29, 2026 |
| RBA Wealth Management, LLC | History | Added to | 6,012 | 1,081 | 0.39% | 0.39% | 178 | +131 | 2.23% | Q1 2026 | Apr 22, 2026 |
| LPWM LLC | History | Added to | 5,912 | 1,063 | 0.27% | 0.25% | 179 | +828 | 16.29% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,764 | 1,036 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | No change | 5,766 | 1,036 | 0.65% | 0.73% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 5,739 | 1,032 | 0.15% | 0.16% | 182 | +60 | 1.06% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,691 | 1,023 | 0.01% | 0.01% | 183 | +1,158 | 25.55% | Q1 2026 | Apr 20, 2026 |
| City Center Advisors, LLC | History | Reduced | 5,663 | 1,018 | 0.94% | 1.58% | 184 | -3,212 | -36.19% | Q1 2026 | Apr 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,541 | 996 | 0.0% | 0.0% | 185 | -118 | -2.09% | Q1 2026 | May 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 5,327 | 958 | 0.17% | 0.19% | 186 | +54 | 1.02% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Reduced | 5,267 | 947 | 0.02% | 0.02% | 187 | -72 | -1.35% | Q1 2026 | May 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 5,269 | 947 | 0.33% | 0.37% | 188 | -21 | -0.4% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,136 | 923 | 0.0% | 0.0% | 189 | +333 | 6.93% | Q1 2026 | May 05, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 5,059 | 909 | 0.21% | 0.24% | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 4,924 | 885 | 0.36% | 0.37% | 191 | -26 | -0.53% | Q1 2026 | May 07, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 4,913 | 883 | 0.08% | 0.09% | 192 | -333 | -6.35% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 4,800 | 863 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 4,949 | 859 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 4,708 | 846 | 0.04% | 0.06% | 195 | -1,540 | -24.65% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,609 | 828 | 0.01% | 0.01% | 196 | -214 | -4.44% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,589 | 825 | 0.03% | — | 197 | +4,589 | New | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,558 | 819 | 0.28% | 0.31% | 198 | -16 | -0.35% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,396 | 790 | 0.01% | 0.01% | 199 | -304 | -6.47% | Q1 2026 | Apr 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 4,341 | 780 | 0.01% | 0.0% | 200 | +2,619 | 152.09% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,248 | 763 | 0.03% | 0.04% | 201 | -339 | -7.39% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,225 | 759 | 0.05% | 0.05% | 202 | +10 | 0.24% | Q1 2026 | May 13, 2026 |
| Peoples Bank/KS | History | No change | 4,180 | 751 | 0.76% | 0.81% | 203 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,172 | 750 | 0.02% | 0.02% | 204 | -134 | -3.11% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,812 | 741 | 0.01% | 0.02% | 205 | +1,066 | 38.82% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 4,055 | 729 | 0.0% | 0.0% | 206 | +1,062 | 35.48% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 3,933 | 713 | 0.26% | 0.27% | 207 | +459 | 13.21% | Q1 2026 | Apr 14, 2026 |
| Simmons Bank | History | No change | 3,948 | 710 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,886 | 707 | 0.02% | 0.03% | 209 | -2,279 | -36.97% | Q1 2026 | Apr 08, 2026 |
| DT Investment Partners, LLC | History | Reduced | 3,919 | 704 | 0.06% | 0.07% | 210 | -161 | -3.95% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,850 | 692 | 0.01% | 0.01% | 211 | -24 | -0.62% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,762 | 676 | 0.0% | 0.0% | 212 | -2,033 | -35.08% | Q1 2026 | Apr 29, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,707 | 666 | 0.35% | 0.4% | 213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,558 | 645 | 0.01% | 0.01% | 215 | -717 | -16.77% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,589 | 645 | 0.0% | 0.0% | 214 | +10 | 0.28% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 3,328 | 644 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jacobs Equity LLC | History | Added to | 3,223 | 639 | 0.57% | 0.59% | 217 | +60 | 1.9% | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,551 | 638 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,384 | 637 | 0.0% | 0.0% | 219 | +1,638 | 28.51% | Q1 2026 | Apr 08, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,537 | 636 | 0.03% | 0.03% | 220 | -5 | -0.14% | Q1 2026 | May 04, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 3,472 | 624 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 3,429 | 616 | 0.49% | 0.56% | 222 | -200 | -5.51% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 3,349 | 602 | 0.02% | 0.02% | 223 | -481 | -12.56% | Q1 2026 | May 04, 2026 |
| Vivaldi Capital Management LP | History | Added to | 3,322 | 597 | 0.08% | 0.09% | 224 | +79 | 2.44% | Q1 2026 | May 14, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 3,304 | 594 | 0.4% | 0.42% | 226 | -27 | -0.81% | Q1 2026 | Apr 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,302 | 594 | 0.2% | 0.22% | 225 | +10 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Tudor Financial Inc. | History | Added to | 3,281 | 590 | 0.3% | 0.32% | 228 | +50 | 1.55% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,283 | 590 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 3,244 | 583 | 0.02% | 0.02% | 229 | +27 | 0.84% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,232 | 581 | 0.01% | 0.02% | 230 | -1,057 | -24.64% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 3,120 | 561 | 0.35% | — | 231 | +3,120 | New | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,118 | 560 | 0.01% | 0.01% | 232 | +3 | 0.1% | Q1 2026 | Apr 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,110 | 559 | 0.16% | 0.18% | 233 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,070 | 552 | 0.0% | 0.0% | 234 | -185 | -5.68% | Q1 2026 | May 08, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 3,031 | 545 | 0.08% | 0.09% | 235 | -18 | -0.59% | Q1 2026 | Apr 23, 2026 |
| Global Financial Private Client, LLC | History | No change | 3,003 | 540 | 0.18% | 0.2% | 236 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 2,981 | 536 | 0.27% | 0.38% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,896 | 520 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,876 | 517 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,869 | 515 | 0.01% | 0.01% | 240 | -306 | -9.64% | Q1 2026 | Apr 30, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,861 | 514 | 0.0% | 0.01% | 242 | -9,395 | -76.66% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,655 | 514 | 0.0% | 0.0% | 241 | -303 | -10.24% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 2,836 | 510 | 0.12% | 0.14% | 243 | +114 | 4.19% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,828 | 508 | 0.01% | 0.01% | 244 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,810 | 505 | 0.0% | 0.0% | 245 | +9 | 0.32% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 2,763 | 496 | 0.03% | — | 246 | +2,763 | New | Q1 2026 | Apr 21, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,718 | 488 | 0.0% | — | 247 | +2,718 | New | Q1 2026 | May 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,713 | 487 | 0.12% | 0.13% | 248 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,698 | 485 | 0.0% | 0.0% | 249 | +262 | 10.76% | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | Added to | 2,682 | 482 | 0.01% | 0.01% | 250 | +622 | 30.19% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 2,685 | 482 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,481 | 480 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,650 | 476 | 0.01% | 0.01% | 253 | -325 | -10.92% | Q1 2026 | May 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,642 | 475 | 0.01% | 0.02% | 254 | -286 | -9.77% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,634 | 473 | 0.01% | 0.01% | 255 | -12 | -0.45% | Q1 2026 | May 01, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 2,599 | 467 | 0.18% | 0.21% | 256 | -114 | -4.2% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 2,553 | 459 | 0.01% | — | 258 | +2,553 | New | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 2,553 | 459 | 0.01% | 0.01% | 257 | -60 | -2.3% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,534 | 455 | 0.0% | 0.0% | 260 | -479 | -15.9% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,534 | 455 | 0.0% | 0.0% | 259 | +215 | 9.27% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | No change | 2,500 | 449 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,396 | 430 | 0.01% | 0.01% | 262 | -293 | -10.9% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 2,392 | 430 | 0.04% | 0.04% | 263 | +155 | 6.93% | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,365 | 425 | 0.03% | — | 264 | +2,365 | New | Q1 2026 | Apr 28, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,362 | 424 | 0.05% | 0.06% | 265 | -138 | -5.52% | Q1 2026 | May 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 2,343 | 421 | 0.04% | 0.04% | 266 | -164 | -6.54% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | New | 2,327 | 418 | 0.01% | — | 267 | +2,327 | New | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,304 | 414 | 0.0% | 0.01% | 268 | -2,305 | -50.01% | Q1 2026 | Apr 07, 2026 |
| Blue Fin Capital, Inc. | History | No change | 2,137 | 413 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,277 | 409 | 0.12% | 0.12% | 270 | +286 | 14.36% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,269 | 408 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,263 | 406 | 0.0% | 0.0% | 272 | -96 | -4.07% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | New | 2,215 | 398 | 0.15% | — | 274 | +2,215 | New | Q1 2026 | May 08, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,216 | 398 | 0.18% | 0.2% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,203 | 396 | 0.18% | 0.19% | 275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,191 | 394 | 0.01% | 0.01% | 276 | +87 | 4.13% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,032 | 393 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 2,167 | 389 | 0.01% | 0.02% | 278 | -390 | -15.25% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,156 | 387 | 0.0% | 0.0% | 279 | +5 | 0.23% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 2,150 | 386 | 0.0% | 0.0% | 280 | +306 | 16.59% | Q1 2026 | May 11, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 2,140 | 385 | 0.01% | 0.02% | 281 | -35 | -1.61% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,120 | 381 | 0.0% | 0.0% | 282 | -658 | -23.69% | Q1 2026 | May 13, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 2,115 | 380 | 0.25% | 0.28% | 283 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Abbot Financial Management, Inc. | History | No change | 2,075 | 373 | 0.16% | 0.17% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,047 | 368 | 0.02% | 0.03% | 285 | +1 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 2,030 | 365 | 0.0% | 0.0% | 286 | -373 | -15.52% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | Added to | 2,013 | 362 | 0.06% | 0.05% | 287 | +465 | 30.04% | Q1 2026 | Apr 24, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 2,005 | 360 | 0.11% | 0.12% | 288 | -86 | -4.11% | Q1 2026 | Apr 10, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,000 | 359 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Added to | 1,987 | 357 | 0.09% | 0.1% | 290 | +43 | 2.21% | Q1 2026 | Apr 07, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,937 | 348 | 0.01% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 1,920 | 345 | 0.05% | 0.06% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 1,904 | 342 | 0.02% | 0.02% | 293 | +265 | 16.17% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,871 | 336 | 0.02% | 0.02% | 294 | -25 | -1.32% | Q1 2026 | Apr 17, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,866 | 335 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,860 | 334 | 0.08% | 0.09% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 1,857 | 333 | 0.08% | 0.1% | 297 | -213 | -10.29% | Q1 2026 | May 01, 2026 |
| Callahan Advisors, LLC | History | Added to | 1,850 | 332 | 0.03% | 0.03% | 298 | +100 | 5.71% | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 1,843 | 331 | 0.06% | 0.07% | 299 | -4 | -0.22% | Q1 2026 | May 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 1,844 | 331 | 0.09% | 0.1% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |