VANGUARD WORLD FUND - VPU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
728 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,212,771 | 240,298 | 0.01% | 0.01% | 1 | +66,848 | 5.83% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,042,308 | 206,522 | 0.02% | 0.01% | 2 | +38,435 | 3.83% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 894,086 | 177,154 | 0.05% | 0.05% | 3 | +923 | 0.1% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 713,108 | 141,295 | 0.09% | 0.08% | 4 | +34,009 | 5.01% | Q1 2026 | May 07, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 522,967 | 103,620 | 5.83% | 5.58% | 5 | -40,942 | -7.26% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 522,241 | 103,476 | 0.02% | 0.01% | 6 | +121,523 | 30.33% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 482,801 | 95,662 | 0.03% | 0.03% | 7 | +22,983 | 5.0% | Q1 2026 | May 04, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 382,530 | 75,794 | 0.2% | 0.21% | 8 | -29,222 | -7.1% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 361,457 | 71,619 | 0.01% | 0.01% | 9 | +17,018 | 4.94% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 316,698 | 62,840 | 0.09% | 0.06% | 10 | +86,084 | 37.33% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 313,645 | 62,129 | 0.01% | 0.01% | 11 | -27,593 | -8.09% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 279,058 | 55,292 | 0.02% | 0.01% | 12 | +59,507 | 27.1% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 213,276 | 42,258 | 0.66% | 0.58% | 13 | +1,680 | 0.79% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,532 | 40,922 | 0.07% | 0.07% | 14 | +3,198 | 1.57% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 188,013 | 37,252 | 0.04% | 0.04% | 15 | +2,631 | 1.42% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 182,578 | 36,175 | 0.01% | 0.01% | 16 | -29,341 | -13.85% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,052 | 36,071 | 0.05% | 0.05% | 17 | -2,165 | -1.18% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 160,640 | 31,829 | 0.06% | 0.08% | 18 | -66,513 | -29.28% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 114,715 | 22,729 | 0.88% | 0.84% | 19 | -7,420 | -6.08% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 111,621 | 22,117 | 0.06% | 0.06% | 20 | -8,320 | -6.94% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 106,745 | 21,150 | 1.29% | 1.21% | 21 | +3,073 | 2.96% | Q1 2026 | Apr 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 105,964 | 20,995 | 0.76% | — | 22 | +105,964 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 102,050 | 20,222 | 0.02% | 0.02% | 23 | -3,742 | -3.54% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 101,798 | 20,113 | 0.03% | 0.03% | 24 | -17,232 | -14.48% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,292 | 19,475 | 0.05% | 0.05% | 25 | -4,815 | -4.67% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 98,014 | 19,417 | 0.0% | 0.0% | 26 | +11,774 | 13.65% | Q1 2026 | May 13, 2026 |
| Hamilton Wealth, LLC | History | Added to | 95,361 | 18,894 | 1.34% | 1.01% | 27 | +66,780 | 233.65% | Q1 2026 | May 18, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 91,058 | 18,042 | 1.15% | 1.09% | 28 | -2,109 | -2.26% | Q1 2026 | Apr 14, 2026 |
| Allied Investment Advisors, LLC | History | Added to | 89,612 | 17,755 | 2.55% | 2.53% | 29 | +1,270 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Unconventional Investor, LLC | History | Reduced | 79,437 | 15,739 | 7.47% | 7.05% | 30 | -740 | -0.92% | Q1 2026 | May 18, 2026 |
| SWAN Capital LLC | History | Added to | 73,440 | 14,551 | 5.35% | 4.46% | 31 | +11,421 | 18.42% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 73,090 | 14,482 | 0.04% | 0.04% | 32 | +2,711 | 3.85% | Q1 2026 | May 13, 2026 |
| Nelson Capital Management, LLC | History | Added to | 61,505 | 12,186 | 1.49% | 1.33% | 33 | +99 | 0.16% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 60,478 | 11,983 | 0.02% | 0.02% | 34 | +679 | 1.14% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 58,648 | 11,620 | 0.03% | 0.03% | 35 | +1,236 | 2.15% | Q1 2026 | May 08, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 57,478 | 11,389 | 0.82% | 0.74% | 36 | +56,898 | 9810.0% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 56,553 | 11,205 | 0.01% | 0.01% | 37 | +277 | 0.49% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,646 | 11,025 | 0.01% | 0.01% | 38 | +3,618 | 6.95% | Q1 2026 | May 05, 2026 |
| American Investment Services, Inc. | History | Reduced | 53,259 | 10,552 | 2.35% | 2.31% | 39 | -650 | -1.21% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 52,466 | 10,395 | 0.39% | 0.35% | 40 | -4,180 | -7.38% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 52,050 | 10,313 | 0.01% | 0.01% | 41 | +1,662 | 3.3% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 51,840 | 10,272 | 0.03% | 0.02% | 42 | +4,543 | 9.61% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 51,389 | 10,182 | 0.05% | 0.05% | 43 | -10,348 | -16.76% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,865 | 9,682 | 0.15% | 0.1% | 44 | +21,328 | 77.45% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 48,541 | 9,617 | 1.04% | 1.06% | 45 | -2,796 | -5.45% | Q1 2026 | Apr 24, 2026 |
| David Kennon Inc | History | Added to | 44,173 | 8,752 | 3.14% | 2.53% | 46 | +5,767 | 15.02% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 42,727 | 8,465 | 0.63% | 0.73% | 47 | +479 | 1.13% | Q1 2026 | May 19, 2026 |
| Greenline Partners, LLC | History | Added to | 42,581 | 8,437 | 0.91% | 0.86% | 48 | +1,971 | 4.85% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,200 | 8,361 | 0.0% | 0.0% | 49 | +16,416 | 63.67% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 41,205 | 8,164 | 0.01% | 0.0% | 50 | +19,726 | 91.84% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 41,157 | 8,154 | 0.1% | 0.15% | 51 | -38,458 | -48.3% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,472 | 7,574 | 0.0% | 0.0% | 52 | +9,344 | 32.08% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,817 | 7,294 | 0.01% | 0.01% | 53 | +7,008 | 23.51% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,614 | 7,254 | 0.03% | 0.02% | 54 | +10,578 | 40.63% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 36,592 | 7,250 | 0.05% | 0.05% | 55 | -395 | -1.07% | Q1 2026 | Apr 14, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 35,948 | 7,122 | 4.74% | 4.32% | 56 | -770 | -2.1% | Q1 2026 | May 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 35,642 | 7,062 | 0.23% | 0.22% | 57 | -972 | -2.65% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 32,953 | 6,529 | 0.0% | 0.0% | 58 | +2,509 | 8.24% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 32,202 | 6,380 | 0.08% | 0.12% | 59 | -18,364 | -36.32% | Q1 2026 | May 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 31,838 | 6,308 | 0.31% | 0.29% | 60 | -742 | -2.28% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,503 | 6,069 | 0.06% | 0.06% | 61 | +1,435 | 4.94% | Q1 2026 | Apr 07, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 28,601 | 5,667 | 2.27% | 2.18% | 62 | -168 | -0.58% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,222 | 5,591 | 0.03% | 0.03% | 63 | +1,833 | 6.95% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 27,078 | 5,365 | 0.74% | 0.64% | 64 | +3,235 | 13.57% | Q1 2026 | Apr 22, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 26,845 | 5,319 | 1.33% | 1.28% | 65 | -41 | -0.15% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 26,472 | 5,245 | 0.11% | 0.09% | 66 | -332 | -1.24% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 26,000 | 5,151 | 0.01% | 0.02% | 67 | -10,900 | -29.54% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,903 | 5,132 | 0.04% | 0.05% | 68 | +3,635 | 16.32% | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 25,569 | 5,066 | 0.37% | 0.34% | 69 | -76 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Reduced | 24,616 | 4,877 | 0.22% | 0.21% | 70 | -55 | -0.22% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,356 | 4,825 | 0.56% | 0.56% | 71 | +158 | 0.65% | Q1 2026 | May 08, 2026 |
| MRA Advisory Group | History | Added to | 24,312 | 4,817 | 1.96% | 1.71% | 72 | +2,308 | 10.49% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | No change | 23,779 | 4,711 | 0.21% | 0.2% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,600 | 4,676 | 0.0% | 0.0% | 74 | +486 | 2.1% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | Added to | 23,386 | 4,633 | 2.89% | 2.5% | 75 | +2,572 | 12.36% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 23,017 | 4,560 | 0.01% | 0.01% | 76 | -482 | -2.05% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 22,641 | 4,486 | 0.05% | 0.05% | 77 | -642 | -2.76% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,055 | 4,369 | 0.01% | 0.01% | 78 | +8,286 | 60.18% | Q1 2026 | May 01, 2026 |
| Legacy Financial Group LLC | History | Added to | 22,047 | 4,368 | 0.55% | 0.48% | 79 | +1,360 | 6.57% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 21,143 | 4,189 | 0.0% | 0.0% | 80 | -25,172 | -54.35% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 20,187 | 3,999 | 0.1% | 0.09% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 19,905 | 3,944 | 1.64% | 1.6% | 82 | +148 | 0.75% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,876 | 3,938 | 0.13% | 0.08% | 83 | +333 | 1.7% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,833 | 3,929 | 0.1% | 0.07% | 84 | +5,618 | 39.52% | Q1 2026 | Apr 07, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 19,758 | 3,914 | 2.29% | 2.12% | 85 | -16 | -0.08% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 19,707 | 3,904 | 0.01% | 0.01% | 86 | -2,688 | -12.0% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 19,297 | 3,838 | 0.01% | 0.0% | 87 | +19,277 | 96385.0% | Q1 2026 | May 12, 2026 |
| Reality Financial Planning Services, LLC | History | Added to | 19,028 | 3,770 | 3.64% | 3.12% | 88 | +1,444 | 8.21% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 18,953 | 3,755 | 0.01% | 0.01% | 89 | -124 | -0.65% | Q1 2026 | May 11, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 18,832 | 3,731 | 0.68% | 0.65% | 90 | -150 | -0.79% | Q1 2026 | May 04, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 18,724 | 3,710 | 0.51% | 0.48% | 91 | +50 | 0.27% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 18,681 | 3,701 | 0.0% | 0.0% | 92 | +4,309 | 29.98% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,536 | 3,672 | 0.27% | 0.23% | 93 | +795 | 4.48% | Q1 2026 | May 05, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 18,490 | 3,663 | 0.91% | 1.2% | 94 | +234 | 1.28% | Q1 2026 | May 11, 2026 |
| Ariston Services Group | History | Closed out | 0 | 3,588 | 2.15% | 1.96% | 95 | -18,085 | -100.0% | Q1 2026 | Apr 22, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 17,308 | 3,429 | 1.36% | 1.2% | 96 | +589 | 3.52% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,092 | 3,386 | 0.01% | 0.01% | 97 | +673 | 4.1% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 16,470 | 3,328 | 0.63% | 0.55% | 98 | +1,375 | 9.11% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 16,627 | 3,294 | 0.03% | 0.02% | 99 | -23 | -0.14% | Q1 2026 | May 01, 2026 |
| Royal Fund Management, LLC | History | Added to | 16,564 | 3,289 | 0.31% | 0.26% | 100 | +1,441 | 9.53% | Q1 2026 | May 19, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 16,509 | 3,271 | 1.61% | 1.41% | 101 | +1,225 | 8.01% | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 16,296 | 3,224 | 0.24% | 0.02% | 102 | +14,816 | 1001.08% | Q1 2026 | May 20, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 16,206 | 3,211 | 1.87% | 1.6% | 103 | +2,269 | 16.28% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 16,128 | 3,195 | 2.1% | 2.1% | 104 | -327 | -1.99% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,073 | 3,184 | 0.07% | 0.07% | 105 | +14 | 0.09% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,284 | 3,028 | 0.04% | 0.04% | 106 | +2,317 | 17.87% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 15,272 | 3,026 | 1.19% | 1.04% | 107 | +1,272 | 9.09% | Q1 2026 | May 11, 2026 |
| Banque Cantonale Vaudoise | History | No change | 15,242 | 3,019 | 0.11% | 0.1% | 108 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,193 | 3,010 | 0.06% | 0.05% | 109 | +1,499 | 10.95% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 15,095 | 2,990 | 0.01% | 0.01% | 110 | +963 | 6.81% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,979 | 2,966 | 0.02% | 0.02% | 111 | +860 | 6.09% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,841 | 2,940 | 0.11% | 0.14% | 112 | -1,187 | -7.41% | Q1 2026 | May 19, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 14,768 | 2,926 | 0.91% | 0.79% | 113 | +603 | 4.26% | Q1 2026 | May 08, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 14,363 | 2,845 | 0.29% | 0.28% | 114 | +241 | 1.71% | Q1 2026 | May 15, 2026 |
| Adams Wealth Management | History | Reduced | 14,305 | 2,834 | 0.62% | 0.57% | 115 | -139 | -0.96% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 14,305 | 2,834 | 0.55% | 0.5% | 116 | -139 | -0.96% | Q1 2026 | May 11, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 14,299 | 2,833 | 0.42% | 0.4% | 117 | +240 | 1.71% | Q1 2026 | May 11, 2026 |
| Dougherty & Associates, LLC | History | Added to | 14,266 | 2,826 | 2.6% | 2.11% | 118 | +1,519 | 11.92% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,218 | 2,817 | 0.02% | 0.02% | 119 | +228 | 1.63% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,689 | 2,739 | 0.01% | 0.01% | 120 | -8,876 | -39.34% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 13,348 | 2,644 | 0.05% | 0.02% | 121 | +7,885 | 144.33% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,173 | 2,637 | 0.02% | 0.01% | 122 | +4,088 | 40.54% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 13,257 | 2,626 | 0.63% | 0.44% | 123 | +3,409 | 34.62% | Q1 2026 | May 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13,238 | 2,622 | 0.07% | 0.06% | 124 | -264 | -1.96% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,023 | 2,594 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 12,937 | 2,563 | 0.64% | 0.59% | 126 | -263 | -1.99% | Q1 2026 | Apr 28, 2026 |
| Kinloch Capital, LLC | History | New | 12,849 | 2,545 | 1.04% | — | 127 | +12,849 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 12,513 | 2,479 | 0.0% | 0.0% | 128 | +387 | 3.19% | Q1 2026 | May 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 12,364 | 2,449 | 0.54% | 0.52% | 129 | -611 | -4.71% | Q1 2026 | May 21, 2026 |
| Brookstone Capital Management | History | Added to | 12,274 | 2,432 | 0.03% | 0.02% | 130 | +745 | 6.46% | Q1 2026 | Apr 16, 2026 |
| WBH ADVISORY INC | History | Reduced | 11,979 | 2,383 | 0.18% | 0.19% | 131 | -1,591 | -11.72% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 11,941 | 2,366 | 0.0% | 0.0% | 132 | +431 | 3.74% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 11,679 | 2,314 | 0.93% | 0.95% | 133 | -1,509 | -11.44% | Q1 2026 | Apr 23, 2026 |
| Retireful, LLC | History | New | 11,433 | 2,265 | 3.19% | — | 134 | +11,433 | New | Q1 2026 | Apr 15, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 11,420 | 2,262 | 0.07% | 0.07% | 135 | +14 | 0.12% | Q1 2026 | Apr 22, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 11,336 | 2,246 | 0.81% | 0.75% | 136 | -704 | -5.85% | Q1 2026 | May 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 11,161 | 2,211 | 0.24% | 0.28% | 137 | -2,647 | -19.17% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 11,156 | 2,210 | 0.14% | 0.14% | 138 | -783 | -6.56% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,084 | 2,196 | 0.03% | 0.02% | 139 | -454 | -3.93% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,720 | 2,124 | 0.07% | 0.06% | 140 | +1,089 | 11.31% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,707 | 2,121 | 0.02% | 0.02% | 141 | -360 | -3.25% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,622 | 2,107 | 0.5% | 0.45% | 142 | +194 | 1.86% | Q1 2026 | May 12, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 10,295 | 2,060 | 0.45% | 0.42% | 143 | -11 | -0.11% | Q1 2026 | Apr 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,386 | 2,057 | 0.06% | 0.06% | 144 | -122 | -1.16% | Q1 2026 | May 04, 2026 |
| Accel Wealth Management | History | Added to | 10,353 | 2,051 | 0.54% | 0.49% | 145 | +661 | 6.82% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,251 | 2,031 | 0.02% | 0.02% | 146 | -57 | -0.55% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 10,216 | 2,024 | 0.0% | 0.0% | 147 | +7,852 | 332.15% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 9,835 | 1,948 | 0.05% | 0.09% | 148 | -18,934 | -65.81% | Q1 2026 | May 04, 2026 |
| StoneX Group Inc. | History | Added to | 9,738 | 1,929 | 0.1% | 0.07% | 149 | +991 | 11.33% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,636 | 1,909 | 0.01% | 0.01% | 150 | +559 | 6.16% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 9,489 | 1,880 | 0.18% | 0.17% | 151 | -255 | -2.62% | Q1 2026 | Apr 13, 2026 |
| Sharper & Granite LLC | History | Added to | 9,078 | 1,798 | 0.61% | 0.56% | 152 | +529 | 6.19% | Q1 2026 | Apr 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 8,767 | 1,737 | 0.6% | 0.52% | 153 | +1,009 | 13.01% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 8,763 | 1,736 | 0.25% | 0.23% | 154 | +461 | 5.55% | Q1 2026 | May 13, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 8,706 | 1,724 | 1.49% | 1.49% | 155 | -854 | -8.93% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,583 | 1,700 | 0.04% | 0.04% | 156 | -1,145 | -11.77% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,446 | 1,673 | 0.02% | 0.02% | 157 | +624 | 7.98% | Q1 2026 | May 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 8,249 | 1,657 | 0.36% | 0.33% | 158 | +552 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Calder Financial LLC | History | Added to | 8,228 | 1,637 | 1.63% | 1.44% | 159 | +296 | 3.73% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Added to | 8,175 | 1,619 | 0.03% | 0.02% | 160 | +303 | 3.85% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 8,152 | 1,615 | 0.37% | 0.32% | 161 | +440 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 8,100 | 1,604 | 0.28% | 0.26% | 162 | +11 | 0.14% | Q1 2026 | Apr 17, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 7,945 | 1,574 | 0.62% | 0.54% | 163 | +267 | 3.48% | Q1 2026 | Apr 22, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 7,832 | 1,551 | 1.98% | 2.17% | 164 | -1,273 | -13.98% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 7,759 | 1,537 | 0.03% | 0.03% | 165 | -250 | -3.12% | Q1 2026 | Apr 17, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 7,717 | 1,529 | 0.06% | 0.09% | 167 | -3,214 | -29.4% | Q1 2026 | Apr 30, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 7,720 | 1,529 | 0.32% | 0.3% | 166 | -271 | -3.39% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,703 | 1,526 | 0.0% | 0.0% | 168 | -386 | -4.77% | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 7,678 | 1,521 | 0.27% | 0.3% | 169 | -972 | -11.24% | Q1 2026 | Apr 15, 2026 |
| Heritage Trust Co | History | Reduced | 7,664 | 1,518 | 0.15% | 0.14% | 170 | -29 | -0.38% | Q1 2026 | May 13, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 7,600 | 1,505 | 0.71% | 0.65% | 171 | -132 | -1.71% | Q1 2026 | May 07, 2026 |
| Independent Family Office, LLC | History | No change | 7,450 | 1,476 | 0.61% | 0.58% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 7,267 | 1,439 | 0.0% | 0.0% | 173 | -1,839 | -20.2% | Q1 2026 | May 06, 2026 |
| Joule Financial, LLC | History | Added to | 7,245 | 1,435 | 0.42% | 0.4% | 174 | +2 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 7,220 | 1,430 | 0.85% | 1.08% | 175 | -804 | -10.02% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Reduced | 7,199 | 1,426 | 0.03% | 0.03% | 176 | -228 | -3.07% | Q1 2026 | May 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 7,127 | 1,412 | 0.24% | 0.21% | 177 | +347 | 5.12% | Q1 2026 | Apr 21, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 7,126 | 1,411 | 0.2% | 0.18% | 178 | +39 | 0.55% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 7,116 | 1,409 | 0.0% | 0.0% | 179 | -1,514 | -17.54% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 6,934 | 1,373 | 0.01% | 0.02% | 180 | -3,120 | -31.03% | Q1 2026 | May 01, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 6,909 | 1,368 | 0.49% | 0.58% | 181 | -234 | -3.28% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 6,812 | 1,349 | 0.11% | 0.09% | 182 | +820 | 13.68% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,785 | 1,344 | 0.02% | 0.01% | 183 | +1,617 | 31.29% | Q1 2026 | Apr 23, 2026 |
| City State Bank | History | Added to | 6,771 | 1,341 | 0.35% | 0.33% | 184 | +235 | 3.6% | Q1 2026 | Apr 20, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 6,460 | 1,279 | 0.13% | 0.14% | 185 | -1,000 | -13.4% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 6,427 | 1,273 | 0.06% | 0.06% | 186 | -737 | -10.29% | Q1 2026 | May 18, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 6,249 | 1,238 | 0.1% | 0.09% | 187 | -182 | -2.83% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 6,146 | 1,217 | 0.0% | 0.0% | 188 | -164 | -2.6% | Q1 2026 | May 14, 2026 |
| Piscataqua Savings Bank | History | No change | 6,061 | 1,200 | 0.84% | 0.79% | 189 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 6,030 | 1,194 | 0.14% | 0.13% | 190 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,000 | 1,188 | 0.01% | 0.01% | 191 | +41 | 0.69% | Q1 2026 | Apr 30, 2026 |
| McMillan Office, Inc. | History | No change | 6,000 | 1,188 | 0.15% | 0.13% | 192 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 5,993 | 1,187 | 1.21% | 1.09% | 193 | +161 | 2.76% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 6,407 | 1,185 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,954 | 1,179 | 0.64% | 0.57% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 5,933 | 1,175 | 0.02% | 0.02% | 196 | +722 | 13.86% | Q1 2026 | Apr 17, 2026 |
| North Forty Two & Co. | History | Reduced | 5,925 | 1,173 | 1.08% | 1.05% | 197 | -75 | -1.25% | Q1 2026 | Apr 21, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 5,873 | 1,163 | 0.44% | 0.37% | 198 | +857 | 17.09% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,800 | 1,149 | 0.0% | — | 200 | +5,800 | New | Q1 2026 | May 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 5,757 | 1,149 | 0.52% | 0.52% | 199 | -359 | -5.87% | Q1 2026 | Apr 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,792 | 1,147 | 0.24% | 0.24% | 201 | -108 | -1.83% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,198 | 1,146 | 0.06% | 0.05% | 202 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bonfire Financial | History | Reduced | 5,751 | 1,139 | 0.86% | 0.96% | 203 | -1,212 | -17.41% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,703 | 1,129 | 0.02% | 0.02% | 204 | -37 | -0.64% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,694 | 1,128 | 0.0% | — | 205 | +5,694 | New | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,646 | 1,123 | 0.08% | 0.04% | 206 | +2,539 | 81.72% | Q1 2026 | May 01, 2026 |
| Altiora Financial Group, LLC | History | No change | 5,650 | 1,119 | 0.18% | 0.18% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 5,589 | 1,107 | 0.0% | 0.0% | 208 | -298 | -5.06% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 5,584 | 1,106 | 0.05% | 0.05% | 209 | +374 | 7.18% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 5,456 | 1,081 | 0.03% | 0.03% | 210 | -367 | -6.3% | Q1 2026 | Apr 06, 2026 |
| Tranquility Partners, LLC | History | Added to | 5,570 | 1,077 | 0.41% | 0.37% | 211 | +21 | 0.38% | Q1 2026 | Apr 20, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 5,431 | 1,076 | 0.53% | 0.53% | 212 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,412 | 1,072 | 0.04% | 0.03% | 213 | +902 | 20.0% | Q1 2026 | Apr 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,361 | 1,062 | 0.01% | 0.01% | 214 | -760 | -12.42% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,287 | 1,047 | 0.03% | 0.03% | 215 | -560 | -9.58% | Q1 2026 | Apr 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 5,218 | 1,033 | 0.66% | 0.65% | 216 | -24 | -0.46% | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | New | 5,194 | 1,029 | 0.01% | — | 217 | +5,194 | New | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,177 | 1,025 | 0.01% | 0.01% | 218 | -234 | -4.32% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 5,127 | 1,015 | 0.06% | 0.05% | 219 | +275 | 5.67% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 5,105 | 1,011 | 0.35% | 0.46% | 221 | -1,970 | -27.84% | Q1 2026 | Apr 29, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 5,105 | 1,011 | 0.17% | 0.16% | 220 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| American Trust | History | Added to | 5,091 | 1,008 | 0.09% | 0.06% | 222 | +1,317 | 34.9% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,086 | 1,007 | 0.05% | 0.05% | 223 | +1 | 0.02% | Q1 2026 | May 07, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 5,073 | 1,005 | 0.74% | 0.59% | 224 | -90 | -1.74% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,031 | 996 | 0.02% | 0.03% | 226 | -3,357 | -40.02% | Q1 2026 | May 01, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,028 | 996 | 0.11% | 0.08% | 225 | +697 | 16.09% | Q1 2026 | May 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,000 | 990 | 0.51% | 0.39% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Added to | 4,898 | 980 | 0.15% | 0.13% | 228 | +441 | 9.89% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Reduced | 4,912 | 973 | 0.03% | 0.03% | 229 | -74 | -1.48% | Q1 2026 | Apr 22, 2026 |
| Tudor Financial Inc. | History | Added to | 4,905 | 971 | 0.5% | 0.45% | 230 | +197 | 4.18% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,852 | 961 | 0.03% | 0.02% | 231 | -206 | -4.07% | Q1 2026 | Apr 27, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,832 | 957 | 0.17% | 0.17% | 232 | +25 | 0.52% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,801 | 951 | 0.01% | 0.01% | 233 | +245 | 5.38% | Q1 2026 | Apr 15, 2026 |
| Fort Sheridan Advisors LLC | History | New | 4,719 | 935 | 0.11% | — | 234 | +4,719 | New | Q1 2026 | May 06, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,667 | 934 | 0.27% | 0.27% | 235 | +3 | 0.06% | Q1 2026 | Apr 16, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,705 | 932 | 0.07% | 0.06% | 236 | +710 | 17.77% | Q1 2026 | Apr 08, 2026 |
| V2 Financial group LLC | History | No change | 4,700 | 931 | 0.43% | 0.43% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 4,572 | 905 | 0.59% | 0.51% | 238 | +307 | 7.2% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,567 | 904 | 0.02% | 0.02% | 239 | +120 | 2.7% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,541 | 899 | 0.0% | 0.0% | 240 | -397 | -8.04% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 4,539 | 899 | 0.01% | 0.01% | 241 | +243 | 5.66% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 4,432 | 897 | 0.02% | 0.01% | 242 | -10 | -0.23% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,510 | 893 | 0.01% | 0.01% | 243 | +407 | 9.92% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 4,489 | 889 | 0.18% | 0.17% | 244 | +193 | 4.49% | Q1 2026 | May 12, 2026 |
| McAdam, LLC | History | Added to | 4,424 | 876 | 0.04% | 0.03% | 245 | +316 | 7.69% | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,411 | 874 | 0.03% | 0.03% | 246 | -724 | -14.1% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 4,382 | 868 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,314 | 854 | 0.01% | 0.01% | 248 | -62 | -1.42% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,310 | 853 | 0.11% | 0.1% | 249 | -148 | -3.32% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,269 | 845 | 0.02% | 0.02% | 250 | +71 | 1.69% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,269 | 845 | 0.01% | 0.02% | 251 | -4 | -0.09% | Q1 2026 | May 18, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 4,260 | 844 | 0.04% | 0.03% | 252 | +435 | 11.37% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,254 | 843 | 0.01% | 0.01% | 253 | +395 | 10.24% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 4,223 | 836 | 0.01% | — | 255 | +4,223 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,220 | 836 | 0.0% | 0.01% | 254 | -815 | -16.19% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,197 | 831 | 0.02% | 0.02% | 256 | -1,027 | -19.66% | Q1 2026 | May 15, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,174 | 827 | 0.35% | 0.3% | 257 | +341 | 8.9% | Q1 2026 | Apr 20, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 4,108 | 813 | 0.26% | 0.24% | 258 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,093 | 810 | 0.03% | 0.03% | 259 | -60 | -1.44% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,076 | 807 | 0.04% | 0.06% | 260 | +478 | 13.29% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,064 | 805 | 0.0% | 0.0% | 261 | -153 | -3.63% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,007 | 803 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 4,052 | 802 | 0.0% | 0.0% | 263 | +204 | 5.3% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 4,032 | 798 | 0.31% | 0.32% | 264 | -524 | -11.5% | Q1 2026 | Apr 07, 2026 |
| River Street Advisors LLC | History | Reduced | 3,998 | 792 | 0.27% | 0.29% | 265 | -181 | -4.33% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,982 | 788 | 0.04% | 0.04% | 266 | -4 | -0.1% | Q1 2026 | Apr 30, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 3,970 | 786 | 0.14% | — | 267 | +3,970 | New | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,916 | 776 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 3,909 | 774 | 0.02% | 0.02% | 269 | +58 | 1.51% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,884 | 769 | 0.01% | 0.01% | 270 | +1,098 | 39.41% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,856 | 764 | 0.02% | 0.02% | 271 | -1,525 | -28.34% | Q1 2026 | Apr 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 3,817 | 756 | 0.34% | 0.33% | 272 | -107 | -2.73% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 3,815 | 755 | 0.34% | — | 273 | +3,815 | New | Q1 2026 | Apr 23, 2026 |
| Creekside Partners | History | Added to | 3,779 | 748 | 0.31% | 0.3% | 274 | +2 | 0.05% | Q1 2026 | Apr 21, 2026 |
| LOM Asset Management Ltd | History | No change | 3,780 | 748 | 0.22% | 0.2% | 275 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,675 | 728 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BOS Asset Management, LLC | History | Reduced | 3,668 | 726 | 0.19% | 0.19% | 277 | -238 | -6.09% | Q1 2026 | Apr 08, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,658 | 724 | 0.05% | — | 278 | +3,658 | New | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 3,633 | 719 | 0.2% | 0.19% | 279 | +14 | 0.39% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,607 | 714 | 0.01% | 0.01% | 280 | -170 | -4.5% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,589 | 711 | 0.0% | 0.0% | 281 | -41 | -1.13% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Reduced | 3,558 | 705 | 0.12% | 0.12% | 282 | -449 | -11.21% | Q1 2026 | Apr 09, 2026 |
| Asset One Wealth Management LLC | History | Added to | 3,575 | 695 | 0.08% | 0.08% | 283 | +246 | 7.39% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,421 | 678 | 0.01% | 0.0% | 284 | +412 | 13.69% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,382 | 670 | 0.0% | 0.0% | 285 | +156 | 4.84% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 3,292 | 652 | 0.03% | 0.03% | 286 | +2 | 0.06% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,269 | 647 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,253 | 644 | 0.0% | 0.0% | 288 | -3,752 | -53.56% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | New | 3,250 | 643 | 0.0% | — | 289 | +3,250 | New | Q1 2026 | May 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,238 | 641 | 0.2% | 0.14% | 290 | -300 | -8.48% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,231 | 640 | 0.01% | 0.01% | 291 | -302 | -8.55% | Q1 2026 | May 01, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 3,211 | 636 | 0.24% | 0.21% | 292 | -50 | -1.53% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 3,175 | 634 | 0.01% | 0.01% | 294 | -440 | -12.17% | Q1 2026 | Apr 20, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 3,201 | 634 | 0.1% | 0.1% | 293 | -127 | -3.82% | Q1 2026 | May 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 3,188 | 631 | 0.02% | 0.02% | 295 | -234 | -6.84% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | Reduced | 3,185 | 630 | 0.05% | 0.05% | 296 | -197 | -5.82% | Q1 2026 | May 08, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 3,175 | 629 | 0.11% | 0.11% | 297 | +10 | 0.32% | Q1 2026 | Apr 13, 2026 |
| Northwest Financial Advisors | History | Added to | 3,106 | 615 | 1.19% | 1.18% | 298 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 3,023 | 607 | 0.25% | 0.26% | 300 | -57 | -1.85% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,285 | 607 | 0.18% | 0.18% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |