VANGUARD WORLD FUND - VSGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | New | 4,022,741 | 288,551 | 1.13% | — | 1 | +4,022,741 | New | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 3,967,148 | 284,127 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,579,681 | 113,310 | 0.01% | 0.01% | 3 | -39,976 | -2.47% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,573,042 | 112,834 | 0.08% | 0.07% | 4 | +173,541 | 12.4% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Reduced | 693,587 | 49,751 | 3.61% | 4.37% | 5 | -147,404 | -17.53% | Q1 2026 | May 05, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 573,300 | 41,122 | 30.62% | 32.55% | 6 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 572,443 | 41,062 | 0.01% | 0.01% | 7 | -11,083 | -1.9% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 479,476 | 34,392 | 3.36% | 3.44% | 8 | -20,887 | -4.17% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 441,531 | 31,671 | 0.01% | 0.01% | 9 | +1,800 | 0.41% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 439,043 | 31,492 | 0.33% | 0.34% | 10 | -5,781 | -1.3% | Q1 2026 | May 11, 2026 |
| Boston Trust Walden Corp | History | Added to | 397,426 | 28,507 | 0.23% | 0.19% | 11 | +52,520 | 15.23% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 304,114 | 24,009 | 0.36% | 0.22% | 12 | +147,373 | 94.02% | Q1 2026 | Apr 20, 2026 |
| Facet Wealth, Inc. | History | Reduced | 316,058 | 22,670 | 0.39% | 0.43% | 13 | -2,121 | -0.67% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 311,819 | 22,363 | 0.01% | 0.0% | 14 | +40,914 | 15.1% | Q1 2026 | May 15, 2026 |
| Prime Buchholz LLC | History | Added to | 287,848 | 20,647 | 10.79% | 11.89% | 15 | +8,148 | 2.91% | Q1 2026 | May 14, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 274,015 | 19,655 | 7.74% | 7.51% | 16 | +5,418 | 2.02% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 257,427 | 18,465 | 0.03% | 0.03% | 17 | +5,744 | 2.28% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 248,507 | 17,825 | 0.02% | 0.01% | 18 | +103,490 | 71.36% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 245,746 | 17,627 | 0.0% | 0.0% | 19 | -3,770 | -1.51% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 245,569 | 17,615 | 2.03% | 2.02% | 20 | +11,042 | 4.71% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 228,605 | 16,397 | 0.0% | 0.0% | 21 | +5,082 | 2.27% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 217,098 | 15,572 | 0.49% | 0.23% | 22 | +119,348 | 122.1% | Q1 2026 | May 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 195,758 | 14,041 | 4.49% | 4.62% | 23 | +4,212 | 2.2% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 194,326 | 13,938 | 0.07% | 0.08% | 24 | +32,638 | 20.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 189,747 | 13,610 | 0.02% | 0.01% | 25 | +17,208 | 9.97% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 184,289 | 13,219 | 4.06% | 2.01% | 26 | +75,751 | 69.79% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 178,164 | 12,779 | 0.02% | 0.02% | 27 | +14,315 | 8.74% | Q1 2026 | May 14, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 172,608 | 12,381 | 0.83% | 0.8% | 28 | +4,328 | 2.57% | Q1 2026 | Apr 28, 2026 |
| SPINNAKER TRUST | History | Reduced | 164,183 | 11,776 | 0.65% | 0.67% | 29 | -9,829 | -5.65% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 162,123 | 11,629 | 0.0% | 0.0% | 30 | +47,805 | 41.82% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 167,332 | 11,597 | 0.01% | 0.01% | 31 | +28,369 | 20.41% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 157,609 | 11,305 | 3.1% | 3.09% | 32 | +932 | 0.59% | Q1 2026 | May 11, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 157,138 | 11,271 | 0.87% | 0.86% | 33 | -41 | -0.03% | Q1 2026 | Apr 24, 2026 |
| Stewardship Advisors, LLC | History | Added to | 154,047 | 11,049 | 2.54% | 2.53% | 34 | +1,414 | 0.93% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 150,006 | 10,759 | 0.0% | 0.0% | 35 | +14,899 | 11.03% | Q1 2026 | May 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 146,743 | 10,525 | 0.22% | 0.21% | 36 | -3,027 | -2.02% | Q1 2026 | May 15, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 142,619 | 10,230 | 7.6% | 7.82% | 37 | -2,640 | -1.82% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 136,703 | 9,805 | 0.12% | 0.11% | 38 | -2,515 | -1.81% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 133,833 | 9,599 | 0.38% | 0.36% | 39 | +3,239 | 2.48% | Q1 2026 | Apr 13, 2026 |
| Financial Connections Group, Inc. | History | Added to | 133,556 | 9,580 | 3.33% | 3.17% | 40 | +4,640 | 3.6% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Reduced | 132,896 | 9,532 | 0.81% | 0.89% | 41 | -7,327 | -5.23% | Q1 2026 | May 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 126,099 | 9,045 | 0.19% | 0.12% | 42 | +47,364 | 60.16% | Q1 2026 | Apr 07, 2026 |
| Garde Capital, Inc. | History | Added to | 125,484 | 9,000 | 0.54% | 0.51% | 43 | +5,259 | 4.37% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 120,539 | 8,632 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 119,320 | 8,558 | 0.7% | 0.73% | 45 | -2,415 | -1.98% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 115,474 | 8,282 | 0.0% | 0.0% | 46 | +2,984 | 2.65% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 114,262 | 8,196 | 0.15% | 0.15% | 47 | +62 | 0.05% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 104,182 | 7,473 | 0.1% | 0.11% | 48 | -6,774 | -6.11% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 95,911 | 6,879 | 0.0% | 0.0% | 49 | +8,280 | 9.45% | Q1 2026 | May 07, 2026 |
| Farrell Financial LLC | History | Added to | 93,324 | 6,694 | 4.0% | 3.92% | 50 | +589 | 0.64% | Q1 2026 | Apr 13, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 89,713 | 6,425 | 0.85% | 0.85% | 51 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 88,739 | 6,365 | 0.01% | 0.01% | 52 | -12,138 | -12.03% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 88,116 | 6,320 | 0.73% | 0.73% | 53 | +15 | 0.02% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 87,297 | 6,261 | 0.01% | 0.01% | 54 | -32,413 | -27.08% | Q1 2026 | May 15, 2026 |
| Sanchez Levi Garrett | History | New | 87,132 | 6,249 | 3.92% | — | 55 | +87,132 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 85,084 | 6,123 | 0.01% | 0.01% | 56 | +1,641 | 1.97% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 83,687 | 6,002 | 0.1% | 0.11% | 57 | -766 | -0.91% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 83,584 | 5,995 | 0.08% | 0.09% | 58 | -2,983 | -3.45% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 82,589 | 5,924 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Reduced | 80,678 | 5,787 | 0.41% | 0.42% | 60 | -1,139 | -1.39% | Q1 2026 | Apr 28, 2026 |
| Human Investing LLC | History | Added to | 79,375 | 5,693 | 0.83% | 0.78% | 61 | +2,558 | 3.33% | Q1 2026 | May 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 77,992 | 5,594 | 0.78% | 0.77% | 62 | +627 | 0.81% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 75,646 | 5,426 | 0.02% | 0.02% | 63 | +2,084 | 2.83% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 70,404 | 5,050 | 0.0% | 0.0% | 64 | +55,428 | 370.11% | Q1 2026 | May 05, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 69,465 | 4,982 | 4.45% | 4.28% | 65 | +4,082 | 6.24% | Q1 2026 | Apr 17, 2026 |
| AMG National Trust Bank | History | Added to | 66,008 | 4,734 | 0.1% | 0.1% | 66 | +7,833 | 13.46% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 65,168 | 4,674 | 0.0% | 0.0% | 67 | -185,871 | -74.04% | Q1 2026 | May 12, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 64,458 | 4,623 | 2.0% | 2.41% | 68 | -18,792 | -22.57% | Q1 2026 | Apr 28, 2026 |
| DeDora Capital, Inc. | History | Added to | 62,833 | 4,507 | 1.11% | 0.89% | 69 | +10,147 | 19.26% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 62,186 | 4,460 | 0.01% | 0.02% | 70 | -31,274 | -33.46% | Q1 2026 | May 04, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 61,080 | 4,381 | 2.86% | 1.4% | 71 | +26,560 | 76.94% | Q1 2026 | Apr 16, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 60,337 | 4,327 | 0.13% | 0.22% | 72 | -32,472 | -34.99% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 59,652 | 4,278 | 0.01% | 0.01% | 73 | -1,269 | -2.08% | Q1 2026 | Apr 27, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 58,666 | 4,208 | 1.63% | 1.61% | 74 | +521 | 0.9% | Q1 2026 | Apr 29, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 57,831 | 4,148 | 0.35% | 0.32% | 75 | +131 | 0.23% | Q1 2026 | May 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 52,817 | 3,788 | 0.01% | 0.01% | 76 | +150 | 0.28% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,868 | 3,720 | 0.01% | 0.01% | 77 | +18,675 | 56.26% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 49,568 | 3,555 | 0.01% | 0.0% | 78 | -1,086 | -2.14% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 47,484 | 3,406 | 0.3% | 0.29% | 79 | +191 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 42,826 | 3,364 | 1.01% | 1.03% | 80 | +200 | 0.47% | Q1 2026 | May 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 45,332 | 3,251 | 2.28% | 2.35% | 81 | -870 | -1.88% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 44,270 | 3,175 | 0.01% | 0.01% | 82 | +2,798 | 6.75% | Q1 2026 | May 05, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 44,263 | 3,174 | 1.61% | 0.88% | 83 | +20,579 | 86.89% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 43,900 | 3,148 | 0.01% | 0.01% | 84 | +373 | 0.86% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 43,214 | 3,139 | 0.51% | 0.53% | 85 | -1,470 | -3.29% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 43,697 | 3,134 | 0.02% | 0.02% | 86 | +2,855 | 6.99% | Q1 2026 | Apr 30, 2026 |
| Brooklyn FI, LLC | History | Added to | 43,224 | 3,100 | 0.65% | 0.66% | 87 | +198 | 0.46% | Q1 2026 | May 11, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 42,088 | 3,019 | 1.3% | 1.48% | 88 | -3,669 | -8.02% | Q1 2026 | May 01, 2026 |
| Carr Financial Group Corp | History | Added to | 41,988 | 3,011 | 0.79% | 0.78% | 89 | +799 | 1.94% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 41,538 | 2,979 | 0.28% | 0.29% | 90 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 41,302 | 2,962 | 0.01% | 0.01% | 91 | +1,519 | 3.82% | Q1 2026 | May 14, 2026 |
| DAVIS R M INC | History | Reduced | 39,983 | 2,867 | 0.05% | 0.05% | 92 | -349 | -0.87% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 39,068 | 2,802 | 0.03% | 0.03% | 93 | -2,414 | -5.82% | Q1 2026 | May 11, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 36,690 | 2,631 | 0.83% | 0.81% | 94 | -37 | -0.1% | Q1 2026 | May 12, 2026 |
| Paragon Capital Management Ltd | History | Added to | 36,384 | 2,609 | 0.55% | 0.39% | 95 | +9,124 | 33.47% | Q1 2026 | Apr 15, 2026 |
| Vanguard National Trust Co | History | New | 35,061 | 2,514 | 0.16% | — | 96 | +35,061 | New | Q1 2026 | May 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 34,087 | 2,445 | 0.04% | 0.04% | 97 | +1,810 | 5.61% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 34,001 | 2,438 | 0.42% | 0.43% | 98 | +211 | 0.62% | Q1 2026 | May 05, 2026 |
| MAYPORT, LLC | History | No change | 33,335 | 2,391 | 0.44% | 0.48% | 99 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 32,119 | 2,303 | 0.27% | 0.29% | 100 | -63 | -0.2% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 31,481 | 2,258 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| West Financial Advisors, LLC | History | Reduced | 30,299 | 2,173 | 0.37% | 0.37% | 102 | -658 | -2.13% | Q1 2026 | Apr 08, 2026 |
| HEADINVEST, LLC | History | Added to | 28,169 | 2,020 | 0.41% | 0.32% | 103 | +5,950 | 26.78% | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 27,812 | 1,995 | 0.2% | 0.2% | 104 | -50 | -0.18% | Q1 2026 | May 07, 2026 |
| WoodTrust Financial Corp | History | Added to | 27,684 | 1,986 | 0.26% | 0.22% | 105 | +1,102 | 4.15% | Q1 2026 | May 06, 2026 |
| Sageworth Trust Co | History | Added to | 27,570 | 1,977 | 0.08% | 0.08% | 106 | +1,562 | 6.01% | Q1 2026 | Apr 29, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 27,394 | 1,964 | 0.36% | — | 108 | +27,394 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 27,391 | 1,964 | 0.01% | 0.01% | 107 | +13 | 0.05% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,715 | 1,942 | 0.02% | 0.02% | 109 | -190 | -0.71% | Q1 2026 | Apr 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 26,233 | 1,881 | 0.29% | 0.28% | 110 | +1,929 | 7.94% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 26,105 | 1,872 | 0.01% | 0.01% | 111 | +4,911 | 23.17% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,485 | 1,828 | 0.03% | 0.03% | 112 | +385 | 1.53% | Q1 2026 | Apr 10, 2026 |
| Choate Investment Advisors | History | Added to | 25,267 | 1,812 | 0.04% | 0.01% | 113 | +15,392 | 155.87% | Q1 2026 | May 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 23,998 | 1,721 | 0.71% | 0.72% | 114 | -873 | -3.51% | Q1 2026 | May 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 23,307 | 1,671 | 0.16% | 0.16% | 115 | +120 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 22,279 | 1,598 | 0.09% | — | 116 | +22,279 | New | Q1 2026 | May 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 22,258 | 1,596 | 0.16% | 0.16% | 117 | -331 | -1.47% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 21,842 | 1,567 | 0.0% | 0.0% | 118 | +548 | 2.57% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 21,774 | 1,561 | 0.36% | 0.37% | 119 | -261 | -1.18% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 20,938 | 1,501 | 0.0% | 0.0% | 120 | +20,009 | 2153.82% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 20,904 | 1,499 | 0.0% | 0.0% | 121 | +636 | 3.14% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 20,811 | 1,492 | 0.77% | 0.81% | 123 | -2,478 | -10.64% | Q1 2026 | May 06, 2026 |
| Northland Capital Management LLC | History | Reduced | 20,814 | 1,492 | 0.82% | 0.87% | 122 | -802 | -3.71% | Q1 2026 | Apr 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 20,481 | 1,469 | 0.06% | 0.05% | 124 | +4,181 | 25.65% | Q1 2026 | Apr 14, 2026 |
| Hardy Reed LLC | History | No change | 20,305 | 1,456 | 0.11% | 0.1% | 125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 20,030 | 1,436 | 0.02% | 0.02% | 126 | +922 | 4.83% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | No change | 20,017 | 1,435 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,922 | 1,393 | 0.03% | 0.03% | 128 | -1 | -0.01% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,708 | 1,346 | 0.0% | 0.0% | 129 | -15,167 | -44.77% | Q1 2026 | Apr 08, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 18,486 | 1,326 | 0.37% | 0.37% | 130 | -95 | -0.51% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 16,814 | 1,301 | 0.02% | 0.02% | 131 | +646 | 4.0% | Q1 2026 | May 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 18,001 | 1,291 | 0.11% | 0.12% | 132 | -469 | -2.54% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Added to | 17,900 | 1,283 | 0.02% | 0.02% | 133 | +821 | 4.81% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | New | 17,809 | 1,277 | 0.02% | — | 134 | +17,809 | New | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 17,750 | 1,273 | 0.11% | 0.1% | 135 | +44 | 0.25% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 17,677 | 1,267 | 0.02% | 0.01% | 136 | +3,038 | 20.75% | Q1 2026 | May 01, 2026 |
| Addison Advisors LLC | History | Reduced | 17,666 | 1,267 | 0.28% | 0.3% | 137 | -815 | -4.41% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,035 | 1,249 | 0.0% | 0.0% | 138 | +890 | 5.19% | Q1 2026 | May 13, 2026 |
| Old Peak Finance LLC | History | Added to | 17,406 | 1,248 | 0.73% | 0.77% | 139 | +52 | 0.3% | Q1 2026 | Apr 24, 2026 |
| Financial Council, LLC | History | Reduced | 17,307 | 1,241 | 0.48% | 0.5% | 140 | -91 | -0.52% | Q1 2026 | Apr 21, 2026 |
| CGN Advisors LLC | History | Reduced | 17,283 | 1,239 | 0.1% | 0.1% | 141 | -3 | -0.02% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,841 | 1,208 | 0.03% | 0.03% | 142 | +40 | 0.24% | Q1 2026 | May 04, 2026 |
| WealthCollab, LLC | History | No change | 16,831 | 1,207 | 0.5% | 0.49% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 16,768 | 1,202 | 0.83% | 0.8% | 144 | +730 | 4.55% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,696 | 1,198 | 0.0% | 0.0% | 145 | -16,048 | -49.01% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Added to | 16,613 | 1,191 | 0.53% | 0.53% | 146 | +1 | 0.01% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,326 | 1,171 | 0.0% | 0.0% | 147 | +96 | 0.59% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 14,422 | 1,165 | 0.02% | 0.02% | 148 | +940 | 6.97% | Q1 2026 | May 11, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 16,209 | 1,162 | 0.14% | 0.13% | 149 | +1,650 | 11.33% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Reduced | 15,919 | 1,141 | 0.0% | 0.0% | 150 | -91 | -0.57% | Q1 2026 | May 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 15,619 | 1,120 | 0.06% | 0.07% | 151 | +4,878 | 45.41% | Q1 2026 | Apr 21, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 15,581 | 1,117 | 0.66% | 0.66% | 152 | +14,217 | 1042.3% | Q1 2026 | Apr 16, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,406 | 1,105 | 0.88% | 0.85% | 153 | +591 | 3.99% | Q1 2026 | Apr 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 15,275 | 1,095 | 0.38% | 0.37% | 154 | -255 | -1.64% | Q1 2026 | Apr 20, 2026 |
| Well Done, LLC | History | Reduced | 14,597 | 1,047 | 0.15% | 0.16% | 155 | -136 | -0.92% | Q1 2026 | Apr 14, 2026 |
| Wedmont Private Capital | History | Reduced | 13,732 | 1,041 | 0.03% | 0.04% | 156 | -146 | -1.05% | Q1 2026 | Apr 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 14,434 | 1,035 | 0.01% | 0.01% | 157 | +3,000 | 26.24% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,393 | 1,032 | 0.02% | 0.02% | 158 | -656 | -4.36% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 14,340 | 1,028 | 0.1% | 0.1% | 159 | +384 | 2.75% | Q1 2026 | Apr 27, 2026 |
| Optas, LLC | History | No change | 14,189 | 1,017 | 0.15% | 0.16% | 160 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Thayer Partners, LLC / MA | History | Reduced | 14,170 | 1,016 | 0.48% | 0.49% | 161 | -4 | -0.03% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 14,121 | 1,012 | 0.01% | 0.01% | 162 | -1,271 | -8.26% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 14,106 | 1,011 | 0.01% | 0.01% | 163 | +2,782 | 24.57% | Q1 2026 | May 06, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 13,848 | 993 | 0.79% | 0.81% | 164 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,539 | 971 | 0.0% | 0.0% | 165 | +899 | 7.11% | Q1 2026 | May 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 13,368 | 958 | 0.14% | 0.14% | 166 | -310 | -2.27% | Q1 2026 | Apr 23, 2026 |
| Capital Advantage, Inc. | History | Added to | 13,247 | 950 | 0.12% | 0.12% | 167 | +659 | 5.24% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 13,222 | 948 | 0.02% | 0.02% | 168 | -1,033 | -7.25% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,200 | 946 | 0.0% | 0.0% | 169 | +1,175 | 9.77% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 12,930 | 927 | 0.01% | — | 170 | +12,930 | New | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Reduced | 11,744 | 914 | 0.59% | 0.65% | 171 | -1,187 | -9.18% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | Added to | 12,180 | 875 | 0.04% | 0.03% | 173 | +1,567 | 14.76% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,198 | 875 | 0.0% | 0.0% | 172 | +1,212 | 11.03% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 12,048 | 864 | 0.01% | 0.01% | 174 | -331 | -2.67% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 11,975 | 858 | 0.19% | 0.24% | 175 | -631 | -5.01% | Q1 2026 | Apr 14, 2026 |
| Values Added Financial LLC | History | No change | 11,790 | 845 | 0.36% | 0.36% | 176 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 11,653 | 835 | 0.08% | 0.08% | 177 | +18 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,567 | 829 | 0.01% | 0.02% | 178 | -1,121 | -8.84% | Q1 2026 | May 07, 2026 |
| FinArc Investments, Inc. | History | New | 11,517 | 826 | 0.79% | — | 179 | +11,517 | New | Q1 2026 | May 20, 2026 |
| Ramiah Investment Group | History | Reduced | 11,500 | 824 | 0.83% | 0.91% | 180 | -1,434 | -11.09% | Q1 2026 | Apr 21, 2026 |
| Rock Point Advisors, LLC | History | Added to | 11,150 | 799 | 0.22% | 0.19% | 181 | +450 | 4.21% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,092 | 795 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,992 | 788 | 0.01% | 0.01% | 183 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 10,583 | 759 | 0.05% | 0.05% | 184 | -8 | -0.08% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,500 | 753 | 0.02% | 0.02% | 185 | +383 | 3.79% | Q1 2026 | May 13, 2026 |
| Opes Wealth Management LLC | History | Added to | 10,448 | 749 | 0.12% | 0.11% | 186 | +837 | 8.71% | Q1 2026 | Apr 28, 2026 |
| Destination Wealth Management | History | Added to | 10,420 | 747 | 0.02% | 0.02% | 187 | +31 | 0.3% | Q1 2026 | May 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 10,212 | 733 | 0.25% | 0.22% | 188 | +1,160 | 12.81% | Q1 2026 | Apr 08, 2026 |
| Operose Advisors LLC | History | Added to | 10,067 | 722 | 0.17% | 0.17% | 189 | +92 | 0.92% | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 9,968 | 715 | 0.06% | 0.08% | 190 | +35 | 0.35% | Q1 2026 | May 12, 2026 |
| Meridian Financial Partners LLC | History | Added to | 9,820 | 711 | 0.27% | 0.29% | 191 | +33 | 0.34% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,740 | 698 | 0.01% | 0.0% | 192 | +3,878 | 66.15% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 9,716 | 696 | 0.01% | 0.01% | 193 | +1,402 | 16.86% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 9,559 | 685 | 0.02% | 0.02% | 194 | +612 | 6.84% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,469 | 679 | 0.0% | 0.0% | 195 | +1,934 | 25.67% | Q1 2026 | May 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 9,451 | 677 | 0.45% | 0.4% | 196 | +215 | 2.33% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 9,259 | 663 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ANB BANK | History | Reduced | 9,216 | 661 | 0.27% | 0.27% | 199 | -428 | -4.44% | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,219 | 661 | 0.01% | 0.01% | 198 | +20 | 0.22% | Q1 2026 | Apr 10, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 9,209 | 660 | 0.08% | 0.12% | 200 | -3,484 | -27.45% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 9,194 | 659 | 0.01% | 0.01% | 201 | +2,952 | 47.29% | Q1 2026 | May 11, 2026 |
| Round Rock Advisors LLC | History | No change | 9,161 | 657 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 8,949 | 641 | 0.5% | 0.51% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farnam Financial LLC | History | Added to | 8,932 | 640 | 0.53% | 0.46% | 204 | +310 | 3.6% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 8,914 | 636 | 0.0% | 0.0% | 205 | -1,999 | -18.32% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,701 | 624 | 0.0% | 0.0% | 206 | +677 | 8.44% | Q1 2026 | Apr 22, 2026 |
| Clark Asset Management, LLC | History | Added to | 8,668 | 621 | 0.06% | 0.05% | 207 | +1,355 | 18.53% | Q1 2026 | Apr 16, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 8,614 | 619 | 0.08% | 0.07% | 208 | +571 | 7.1% | Q1 2026 | Apr 07, 2026 |
| Refined Wealth Management | History | Reduced | 8,422 | 604 | 0.38% | 11.51% | 209 | -230,251 | -96.47% | Q1 2026 | Apr 21, 2026 |
| Truepoint, Inc. | History | Added to | 8,235 | 590 | 0.01% | 0.01% | 210 | +32 | 0.39% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,228 | 590 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,949 | 570 | 0.0% | 0.0% | 212 | -237 | -2.9% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 7,906 | 567 | 0.01% | — | 213 | +7,906 | New | Q1 2026 | May 05, 2026 |
| Tribridge Partners Financial LLC | History | No change | 7,799 | 561 | 0.23% | 0.23% | 214 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Linscomb Wealth, Inc. | History | No change | 7,751 | 555 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Reduced | 7,715 | 553 | 0.01% | 0.02% | 216 | -5,017 | -39.4% | Q1 2026 | May 11, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,663 | 549 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,625 | 546 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 7,602 | 545 | 0.01% | 0.02% | 219 | -7,929 | -51.05% | Q1 2026 | Apr 08, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,516 | 539 | 0.09% | 0.1% | 220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,403 | 530 | 0.0% | 0.0% | 221 | -46 | -0.62% | Q1 2026 | Apr 24, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 7,295 | 523 | 0.05% | 0.05% | 222 | -53 | -0.72% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,717 | 520 | 0.02% | 0.02% | 223 | -571 | -7.83% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,255 | 520 | 0.01% | 0.01% | 224 | +531 | 7.9% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,241 | 519 | 0.03% | 0.03% | 225 | -723 | -9.08% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,144 | 512 | 0.02% | 0.02% | 226 | -437 | -5.76% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,100 | 509 | 0.01% | 0.01% | 227 | -138 | -1.91% | Q1 2026 | May 15, 2026 |
| Gilbert & Cook, Inc. | History | No change | 7,081 | 507 | 0.07% | 0.06% | 228 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | No change | 7,050 | 505 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gemmer Asset Management LLC | History | Added to | 7,003 | 502 | 0.04% | 0.04% | 230 | +413 | 6.27% | Q1 2026 | Apr 22, 2026 |
| Brickley Wealth Management | History | Reduced | 6,984 | 500 | 0.09% | 0.09% | 231 | -396 | -5.37% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,868 | 492 | 0.0% | 0.0% | 232 | +18 | 0.26% | Q1 2026 | May 05, 2026 |
| Passive Capital Management, LLC. | History | Added to | 6,792 | 487 | 0.15% | 0.15% | 233 | +68 | 1.01% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,669 | 478 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 6,598 | 473 | 0.14% | 0.15% | 235 | -633 | -8.75% | Q1 2026 | Apr 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,576 | 471 | 0.0% | 0.0% | 236 | -1,019 | -13.42% | Q1 2026 | May 14, 2026 |
| MilWealth Group LLC | History | No change | 6,483 | 464 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,434 | 461 | 0.01% | 0.01% | 238 | +32 | 0.5% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Reduced | 6,421 | 460 | 0.01% | 0.01% | 239 | -302 | -4.49% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,370 | 456 | 0.0% | 0.0% | 240 | +157 | 2.53% | Q1 2026 | May 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 6,350 | 455 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MYECFO, LLC | History | No change | 6,330 | 454 | 0.19% | 0.19% | 242 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| RS CRUM INC. | History | No change | 6,325 | 453 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,315 | 452 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Symmetry Partners, LLC | History | Reduced | 6,200 | 444 | 0.03% | 0.03% | 245 | -140 | -2.21% | Q1 2026 | Apr 27, 2026 |
| KilterHowling LLC | History | Added to | 6,123 | 439 | 0.22% | 0.2% | 246 | +680 | 12.49% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,057 | 434 | 0.02% | 0.02% | 247 | +477 | 8.55% | Q1 2026 | May 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 6,047 | 433 | 0.14% | 0.1% | 248 | +1,682 | 38.53% | Q1 2026 | Apr 21, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 6,025 | 432 | 0.06% | 0.05% | 249 | +841 | 16.22% | Q1 2026 | May 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 5,961 | 427 | 0.04% | 0.04% | 250 | +34 | 0.57% | Q1 2026 | May 05, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 5,941 | 426 | 0.01% | — | 251 | +5,941 | New | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,901 | 422 | 0.0% | 0.0% | 252 | +704 | 13.55% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | Reduced | 5,764 | 413 | 0.07% | 0.07% | 253 | -352 | -5.76% | Q1 2026 | Apr 09, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,693 | 408 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,609 | 402 | 0.05% | 0.05% | 255 | -173 | -2.99% | Q1 2026 | May 12, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 5,562 | 398 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 5,483 | 393 | 0.18% | 0.18% | 257 | +65 | 1.2% | Q1 2026 | May 11, 2026 |
| Gordian Advisors LLC | History | Added to | 5,396 | 387 | 0.26% | 0.22% | 259 | +761 | 16.42% | Q1 2026 | Apr 27, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 5,409 | 387 | 0.12% | 0.13% | 258 | -624 | -10.34% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 5,336 | 382 | 0.04% | — | 261 | +5,336 | New | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,339 | 382 | 0.0% | 0.0% | 260 | -1,447 | -21.32% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,228 | 375 | 0.0% | 0.0% | 262 | +147 | 2.89% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,175 | 371 | 0.05% | 0.04% | 263 | +733 | 16.5% | Q1 2026 | Apr 13, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 5,121 | 367 | 0.02% | 0.02% | 264 | -28 | -0.54% | Q1 2026 | Apr 29, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 5,078 | 364 | 0.17% | 0.2% | 265 | -650 | -11.35% | Q1 2026 | May 04, 2026 |
| Freedom Financial Partners LLC | History | Added to | 5,053 | 362 | 0.13% | 0.12% | 267 | +337 | 7.15% | Q1 2026 | Apr 16, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,055 | 362 | 0.0% | 0.0% | 266 | -96 | -1.86% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 4,991 | 358 | 0.0% | 0.0% | 268 | +70 | 1.42% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | No change | 4,946 | 354 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BlackRock, Inc. | History | Added to | 4,925 | 353 | 0.0% | 0.0% | 270 | +1,050 | 27.1% | Q1 2026 | May 13, 2026 |
| Vantus Wealth LLC | History | No change | 4,919 | 352 | 0.26% | 0.26% | 271 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Group Ltd | History | New | 4,900 | 351 | 0.08% | — | 272 | +4,900 | New | Q1 2026 | Apr 10, 2026 |
| PDS Planning, Inc | History | Reduced | 4,881 | 350 | 0.02% | 0.02% | 273 | -134 | -2.67% | Q1 2026 | Apr 21, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,878 | 349 | 0.01% | 0.01% | 274 | +26 | 0.54% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,865 | 348 | 0.02% | 0.01% | 275 | +1,417 | 41.1% | Q1 2026 | Apr 17, 2026 |
| Aegis Wealth Management LLC | History | Added to | 4,856 | 348 | 0.2% | 0.2% | 276 | +5 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Zhang Financial LLC | History | No change | 4,774 | 342 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,765 | 341 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 4,256 | 333 | 0.04% | 0.03% | 279 | +998 | 30.63% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,587 | 329 | 0.01% | 0.01% | 280 | +7 | 0.15% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,527 | 324 | 0.0% | 0.0% | 282 | +178 | 4.09% | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,517 | 324 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,509 | 323 | 0.0% | 0.0% | 284 | +2,241 | 98.81% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,505 | 323 | 0.0% | 0.0% | 283 | +129 | 2.95% | Q1 2026 | May 13, 2026 |
| Madson Wealth Advisors Inc | History | New | 4,468 | 320 | 0.27% | — | 286 | +4,468 | New | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,471 | 320 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,425 | 317 | 0.02% | 0.02% | 287 | -25 | -0.56% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 4,423 | 317 | 0.09% | 0.09% | 288 | +2 | 0.05% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,402 | 315 | 0.0% | — | 290 | +4,402 | New | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 4,405 | 315 | 0.07% | 0.07% | 289 | +39 | 0.89% | Q1 2026 | May 05, 2026 |
| Firestone Capital Management | History | Added to | 4,374 | 313 | 0.07% | 0.07% | 291 | +78 | 1.82% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,298 | 308 | 0.0% | 0.0% | 292 | +869 | 25.34% | Q1 2026 | May 08, 2026 |
| Ervin Investment Management, LLC | History | Added to | 4,228 | 303 | 0.18% | 0.15% | 293 | +560 | 15.27% | Q1 2026 | Apr 08, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 4,208 | 301 | 0.01% | 0.01% | 294 | +385 | 10.07% | Q1 2026 | Apr 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,191 | 300 | 0.01% | 0.01% | 295 | -109 | -2.53% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,177 | 299 | 0.0% | 0.0% | 296 | +103 | 2.53% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 4,169 | 299 | 0.11% | 0.11% | 298 | +93 | 2.28% | Q1 2026 | Apr 14, 2026 |
| Five Pine Wealth Management | History | Added to | 4,180 | 299 | 0.19% | 0.19% | 297 | +25 | 0.6% | Q1 2026 | Apr 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,161 | 298 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,108 | 294 | 0.0% | 0.0% | 300 | +340 | 9.02% | Q1 2026 | May 15, 2026 |