Vanguard Charlotte Funds - BNDX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 310,184,158 | 15,050,135 | 0.83% | 0.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 128,817,197 | 6,238,616 | 0.4% | 0.4% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 61,515,090 | 2,979,175 | 0.7% | 0.7% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 58,846,335 | 2,849,926 | 9.7% | 9.7% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 39,340,451 | 1,905,258 | 2.35% | 2.35% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | No change | 38,533,386 | 1,859,269 | 5.46% | 5.46% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,942,307 | 1,062,665 | 0.5% | 0.5% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 20,301,516 | 983,202 | 1.66% | 1.66% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 19,103,376 | 925,176 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,123,557 | 635,574 | 0.56% | 0.56% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 11,468,622 | 555,425 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,357,596 | 501,620 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 9,884,431 | 478,703 | 1.14% | 1.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 7,501,131 | 363,279 | 0.62% | 0.62% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,282,745 | 352,703 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 5,925,087 | 286,952 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,753,064 | 278,620 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,072,090 | 245,641 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 4,815,071 | 233,193 | 5.97% | 5.97% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 4,325,800 | 209,567 | 0.86% | 0.86% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,156,520 | 201,300 | 0.96% | 0.96% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,573,990 | 173,088 | 0.6% | 0.6% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,471,877 | 166,823 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,317,595 | 160,671 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,140,768 | 152,107 | 0.35% | 0.35% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ally Invest Advisors Inc. | History | No change | 2,662,224 | 128,931 | 7.79% | 7.79% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,503,755 | 121,256 | 0.56% | 0.56% | 27 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,434,416 | 117,665 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,335,059 | 113,087 | 1.53% | 1.53% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,194,319 | 106,270 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,052,383 | 99,396 | 0.2% | 0.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,034,345 | 98,523 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,963,500 | 95,092 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,859,138 | 90,038 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,789,179 | 86,675 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,710,245 | 82,827 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 1,593,322 | 77,164 | 3.93% | 3.93% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,574,681 | 76,261 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,555,652 | 75,340 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | No change | 1,535,784 | 74,378 | 4.78% | 4.78% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,423,682 | 68,948 | 0.67% | 0.67% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,346,913 | 65,230 | 0.61% | 0.61% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,338,153 | 64,806 | 0.82% | 0.82% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,337,537 | 64,776 | 1.25% | 1.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Partners in Financial Planning | History | No change | 1,288,435 | 62,399 | 9.46% | 9.46% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,282,841 | 62,127 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 1,265,567 | 61,405 | 5.39% | 5.39% | 47 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,184,598 | 57,370 | 1.24% | 1.24% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burton Enright Welch | History | No change | 1,174,634 | 56,887 | 6.68% | 6.68% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 1,124,674 | 54,467 | 2.65% | 2.65% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 1,117,222 | 54,107 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 1,080,386 | 52,323 | 5.96% | 5.96% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,074,729 | 52,049 | 0.4% | 0.4% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,068,395 | 51,827 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,068,748 | 51,759 | 0.91% | 0.91% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,064,060 | 50,957 | 3.63% | 3.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| P/E Global LLC | History | No change | 1,038,478 | 50,293 | 3.23% | 3.23% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PDS Planning, Inc | History | No change | 1,034,989 | 50,124 | 2.9% | 2.9% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 1,030,814 | 49,870 | 3.26% | 3.26% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 993,069 | 48,094 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Asset Management, LLC | History | No change | 981,214 | 47,520 | 3.73% | 3.73% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | No change | 945,365 | 45,396 | 0.64% | 0.64% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 919,347 | 44,523 | 6.27% | 6.27% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 892,697 | 43,233 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 840,831 | 40,721 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 833,549 | 40,368 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 831,460 | 40,076 | 0.44% | 0.44% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 802,768 | 38,878 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 827,903 | 38,804 | 1.05% | 1.62% | 69 | -331,472 | -28.59% | Q3 2026 | Oct 02, 2026 |
| Valmark Advisers, Inc. | History | No change | 796,548 | 38,576 | 0.41% | 0.41% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1832 Asset Management L.P. | History | No change | 796,320 | 38,565 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 793,418 | 38,123 | 2.35% | 2.35% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 749,859 | 36,315 | 0.25% | 0.25% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wedmont Private Capital | History | No change | 743,512 | 35,748 | 0.98% | 0.98% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 708,368 | 34,306 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 679,310 | 32,899 | 0.26% | 0.26% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 658,093 | 31,871 | 2.78% | 2.78% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Human Investing LLC | History | No change | 656,654 | 31,801 | 4.12% | 4.12% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MilWealth Group LLC | History | No change | 641,227 | 31,054 | 6.62% | 6.62% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 640,132 | 31,001 | 3.36% | 3.36% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marotta Asset Management | History | Added to | 650,940 | 30,509 | 5.18% | 5.12% | 81 | +13,823 | 2.17% | Q3 2026 | Oct 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 603,409 | 29,223 | 0.39% | 0.39% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 602,669 | 29,187 | 0.33% | 0.33% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 599,180 | 29,018 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 595,099 | 28,820 | 1.42% | 1.42% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 590,624 | 28,603 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | No change | 570,842 | 27,645 | 5.14% | 5.14% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 566,084 | 27,415 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | No change | 559,901 | 27,116 | 11.77% | 11.77% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 553,304 | 26,796 | 9.85% | 9.85% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McLean Asset Management Corp | History | No change | 552,563 | 26,395 | 3.49% | 3.49% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 544,324 | 26,361 | 10.39% | 10.39% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avior Wealth Management, LLC | History | No change | 534,207 | 25,871 | 0.68% | 0.68% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 529,866 | 25,661 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 529,231 | 25,630 | 1.88% | 1.88% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hassell Wealth Management, LLC | History | No change | 531,498 | 25,421 | 7.8% | 7.8% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Luminvest Wealth Management LLC | History | No change | 522,481 | 25,284 | 5.88% | 5.88% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 509,082 | 24,654 | 0.25% | 0.25% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wiser Wealth Management, Inc | History | No change | 496,529 | 24,046 | 4.6% | 4.6% | 99 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Flagstone Financial Management | History | No change | 496,358 | 24,038 | 5.38% | 5.38% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 491,698 | 23,812 | 0.87% | 0.87% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 489,020 | 23,688 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rinkey Investments | History | No change | 477,491 | 23,124 | 5.44% | 5.44% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GeoWealth Management, LLC | History | No change | 470,493 | 22,785 | 0.72% | 0.72% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIL Ltd | History | No change | 467,137 | 22,623 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Advisors Network, Inc. | History | No change | 467,071 | 22,620 | 2.77% | 2.77% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Capital Management, LLC | History | No change | 456,925 | 22,033 | 6.89% | 6.89% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 438,441 | 21,233 | 2.46% | 2.46% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chandler Asset Management, Inc. | History | No change | 432,285 | 20,935 | 2.95% | 2.95% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 420,878 | 20,383 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 417,926 | 20,240 | 2.08% | 2.08% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 411,825 | 19,944 | 0.67% | 0.67% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascent Group, LLC | History | No change | 409,962 | 19,854 | 0.59% | 0.59% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 405,420 | 19,634 | 0.25% | 0.25% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lifeworks Advisors, LLC | History | No change | 404,393 | 19,584 | 2.05% | 2.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 398,711 | 19,309 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 397,935 | 19,274 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 393,959 | 19,079 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 391,912 | 18,980 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parker Financial LLC | History | No change | 390,210 | 18,891 | 6.91% | 6.91% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 381,052 | 18,454 | 3.45% | 3.45% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 381,851 | 18,359 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VestGen Advisors, LLC | History | No change | 376,787 | 18,247 | 0.53% | 0.53% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 370,719 | 17,953 | 6.76% | 6.76% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 364,167 | 17,636 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Group, LLC | History | No change | 360,811 | 17,474 | 3.56% | 3.56% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 356,458 | 17,263 | 4.55% | 4.55% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Christian Investment Advisors, Inc. | History | No change | 352,185 | 17,056 | 10.05% | 10.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 350,775 | 16,988 | 0.93% | 0.93% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 348,330 | 16,869 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 344,914 | 16,704 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, LLC | History | No change | 347,658 | 16,631 | 0.98% | 0.98% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 342,588 | 16,591 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Architects, LLC | History | No change | 342,491 | 16,586 | 7.95% | 7.95% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 323,121 | 15,648 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Factor Wealth Management LTD | History | No change | 321,391 | 15,564 | 2.35% | 2.35% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 318,593 | 15,429 | 0.24% | 0.24% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Advisors Inc. | History | No change | 318,189 | 15,409 | 2.65% | 2.65% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 318,013 | 15,401 | 8.05% | 8.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SigFig Wealth Management, LLC | History | No change | 310,749 | 15,077 | 0.4% | 0.4% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 310,499 | 15,037 | 6.35% | 6.35% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XY Planning Network, Inc. | History | No change | 310,169 | 15,021 | 1.88% | 1.88% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 308,934 | 14,961 | 3.45% | 3.45% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 309,427 | 14,861 | 8.45% | 8.45% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenspring Advisors, LLC | History | No change | 304,105 | 14,727 | 0.82% | 0.82% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 297,256 | 14,396 | 0.83% | 0.83% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brooklyn FI, LLC | History | No change | 295,211 | 14,109 | 2.58% | 2.58% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vawter Financial, Ltd. | History | No change | 289,801 | 14,035 | 5.29% | 5.29% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Livet Wealth, LLC | History | No change | 282,984 | 13,704 | 7.9% | 7.9% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Net Worth Advisory Group | History | No change | 279,405 | 13,531 | 3.41% | 3.41% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiPaolo Financial Group, Inc. | History | No change | 278,303 | 13,478 | 8.81% | 8.81% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIP Wealth, LLC | History | No change | 274,807 | 13,308 | 0.38% | 0.38% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 272,485 | 13,196 | 2.02% | 2.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 273,227 | 13,186 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 267,894 | 12,925 | 4.39% | 4.39% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 266,258 | 12,894 | 5.5% | 5.5% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 266,204 | 12,892 | 1.22% | 1.22% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mutual Advisors, LLC | History | No change | 265,137 | 12,840 | 0.24% | 0.24% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 265,085 | 12,838 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Investment Advisors / MI | History | No change | 258,107 | 12,500 | 0.76% | 0.76% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 256,559 | 12,425 | 2.82% | 2.82% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Level Financial Advisors | History | No change | 255,969 | 12,396 | 2.77% | 2.77% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 255,624 | 12,379 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 256,513 | 12,325 | 0.5% | 0.5% | 164 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 252,649 | 12,235 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 251,039 | 12,157 | 8.94% | 8.94% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 250,496 | 12,131 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 247,762 | 11,999 | 0.6% | 0.6% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | No change | 247,281 | 11,975 | 1.06% | 1.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ABLE Financial Group, LLC | History | No change | 237,186 | 11,486 | 1.93% | 1.93% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 236,266 | 11,442 | 1.8% | 1.8% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 234,408 | 11,352 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 233,668 | 11,316 | 5.11% | 5.11% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 231,639 | 11,218 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 229,918 | 11,134 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspire Private Capital, LLC | History | No change | 226,502 | 10,969 | 2.27% | 2.27% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 226,076 | 10,948 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 223,933 | 10,845 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 223,484 | 10,823 | 1.38% | 1.38% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 220,323 | 10,670 | 1.9% | 1.9% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMG National Trust Bank | History | No change | 219,868 | 10,648 | 0.22% | 0.22% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 219,376 | 10,624 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 218,204 | 10,567 | 2.47% | 2.47% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 215,988 | 10,460 | 0.94% | 0.94% | 184 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 212,262 | 10,279 | 3.23% | 3.23% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Columbia River Financial Group, LLC | History | No change | 210,543 | 10,196 | 5.48% | 5.48% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 209,543 | 10,148 | 1.64% | 1.64% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Goldstein Advisors, LLC | History | No change | 207,195 | 10,034 | 0.92% | 0.92% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 206,915 | 10,020 | 4.28% | 4.28% | 189 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 205,020 | 9,929 | 4.79% | 4.79% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairway Wealth LLC | History | No change | 204,622 | 9,909 | 2.27% | 2.27% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tribridge Partners Financial LLC | History | No change | 206,747 | 9,907 | 3.88% | 3.88% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FC Advisory LLC | History | Reduced | 210,081 | 9,846 | 2.58% | 2.75% | 193 | -4,525 | -2.11% | Q3 2026 | Oct 05, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 200,030 | 9,687 | 4.17% | 4.17% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 199,962 | 9,684 | 1.15% | 1.15% | 195 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GuidedMoney, LLC | History | No change | 198,170 | 9,597 | 4.44% | 4.44% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 198,349 | 9,568 | 0.64% | 0.64% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 196,582 | 9,520 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 194,357 | 9,412 | 0.8% | 0.8% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Somnio Financial Group, LLC | History | No change | 193,561 | 9,374 | 5.55% | 5.55% | 200 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Planning Navigators CORP | History | No change | 193,302 | 9,361 | 3.5% | 3.5% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Security Financial Services, INC. | History | No change | 193,238 | 9,358 | 1.3% | 1.3% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BDFS Capital LLC | History | No change | 192,154 | 9,306 | 4.05% | 4.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 191,084 | 9,254 | 0.8% | 0.8% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | No change | 190,113 | 9,207 | 0.6% | 0.6% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 189,646 | 9,184 | 1.09% | 1.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Management, Inc. | History | No change | 188,731 | 9,140 | 2.8% | 2.8% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forum Private Client Group LLC | History | No change | 188,617 | 9,134 | 2.72% | 2.72% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 185,128 | 8,965 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 184,336 | 8,927 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | No change | 184,198 | 8,920 | 4.97% | 4.97% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 176,355 | 8,540 | 3.19% | 3.19% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 174,449 | 8,448 | 1.1% | 1.1% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 173,938 | 8,423 | 1.2% | 1.2% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 172,397 | 8,349 | 3.17% | 3.17% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NorthRock Partners, LLC | History | No change | 171,559 | 8,308 | 0.12% | 0.12% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 171,277 | 8,294 | 2.69% | 2.69% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Center For Asset Management LLC | History | No change | 169,833 | 8,225 | 3.65% | 3.65% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 171,450 | 8,222 | 2.38% | 2.38% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 165,564 | 8,018 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 164,780 | 7,980 | 7.3% | 7.3% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Level Wealth Management LLC | History | No change | 164,549 | 7,969 | 3.19% | 3.19% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 163,386 | 7,912 | 0.4% | 0.4% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 162,954 | 7,891 | 2.72% | 2.72% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 161,077 | 7,815 | 0.25% | 0.25% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 160,235 | 7,760 | 1.49% | 1.49% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 160,232 | 7,760 | 4.3% | 4.3% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 159,751 | 7,736 | 2.63% | 2.63% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Omega Financial Group, LLC | History | No change | 155,392 | 7,525 | 2.29% | 2.29% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | No change | 154,658 | 7,490 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Paladin Partners, LLC | History | No change | 152,162 | 7,369 | 4.87% | 4.87% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valpey Financial Services, LLC | History | No change | 152,118 | 7,367 | 4.39% | 4.39% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Group LLC | History | No change | 151,161 | 7,320 | 5.9% | 5.9% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Coast Investments LLC | History | No change | 151,090 | 7,317 | 2.18% | 2.18% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 150,579 | 7,292 | 0.73% | 0.73% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 150,290 | 7,278 | 0.95% | 0.95% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 148,195 | 7,177 | 1.6% | 1.6% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plum Street Advisors, LLC | History | No change | 147,429 | 7,139 | 2.28% | 2.28% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 144,433 | 6,994 | 1.92% | 1.92% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stokes Family Office, LLC | History | No change | 140,148 | 6,787 | 0.79% | 0.79% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 139,978 | 6,779 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manuka Financial, LLC | History | No change | 139,507 | 6,756 | 3.51% | 3.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 139,009 | 6,732 | 2.25% | 2.25% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 138,239 | 6,694 | 0.88% | 0.88% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRB Wealth Management, LLC | History | No change | 137,851 | 6,676 | 0.89% | 0.89% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 136,225 | 6,597 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 136,230 | 6,597 | 3.63% | 3.63% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 135,978 | 6,585 | 0.6% | 0.6% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| City State Bank | History | No change | 135,179 | 6,546 | 1.5% | 1.5% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 134,018 | 6,490 | 3.62% | 3.62% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 135,332 | 6,486 | 3.06% | 3.06% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesapeake Wealth Management | History | No change | 133,371 | 6,459 | 1.81% | 1.81% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 133,359 | 6,458 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | No change | 130,734 | 6,331 | 2.98% | 2.98% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairlight Advisors | History | No change | 130,685 | 6,329 | 5.16% | 5.16% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 130,548 | 6,322 | 0.15% | 0.15% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Seneschal Advisors, LLC | History | No change | 128,662 | 6,231 | 4.27% | 4.27% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Financial Planning Group LLC | History | No change | 127,387 | 6,170 | 3.13% | 3.13% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 127,011 | 6,151 | 0.45% | 0.45% | 259 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 124,599 | 6,034 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE Advisory Partners, LLC | History | No change | 123,691 | 5,990 | 1.63% | 1.63% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 123,327 | 5,972 | 3.38% | 3.38% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 123,300 | 5,971 | 2.56% | 2.56% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Five Pine Wealth Management | History | No change | 123,153 | 5,964 | 3.37% | 3.37% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 122,924 | 5,960 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 122,536 | 5,934 | 0.97% | 0.97% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 122,454 | 5,930 | 0.36% | 0.36% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 121,748 | 5,896 | 2.75% | 2.75% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 121,268 | 5,872 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 120,000 | 5,811 | 0.33% | 0.33% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard National Trust Co | History | No change | 119,568 | 5,790 | 0.32% | 0.32% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 119,444 | 5,784 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 117,822 | 5,706 | 0.91% | 0.91% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Auour Investments LLC | History | No change | 116,963 | 5,664 | 1.62% | 1.62% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baron Financial Group, LLC | History | No change | 116,890 | 5,660 | 2.7% | 2.7% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hopwood Nicholas Hunter | History | No change | 115,463 | 5,591 | 1.53% | 1.53% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 114,975 | 5,578 | 0.3% | 0.3% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Horizons Wealth Management | History | New | 118,816 | 5,568 | 3.47% | — | 278 | +118,816 | New | Q3 2026 | Oct 05, 2026 |
| Evergreen Private Wealth LLC | History | No change | 113,644 | 5,503 | 2.03% | 2.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frisco Financial Planning LLC | History | Added to | 117,361 | 5,500 | 4.28% | 4.17% | 280 | +3,183 | 2.79% | Q3 2026 | Oct 05, 2026 |
| Addison Advisors LLC | History | No change | 112,872 | 5,466 | 2.58% | 2.58% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 111,718 | 5,410 | 0.15% | 0.15% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sagace Wealth Management LLC | History | No change | 111,660 | 5,407 | 3.39% | 3.39% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST HORIZON CORP | History | No change | 111,549 | 5,402 | 0.21% | 0.21% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LMG Wealth Partners, LLC | History | No change | 111,162 | 5,383 | 0.86% | 0.86% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Family Offices, LLP | History | No change | 110,573 | 5,355 | 2.07% | 2.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 110,573 | 5,355 | 2.07% | 2.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 109,879 | 5,321 | 0.83% | 0.83% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 107,574 | 5,209 | 2.12% | 2.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 106,552 | 5,148 | 2.2% | 2.2% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 106,114 | 5,139 | 3.34% | 3.34% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Veery Capital, LLC | History | No change | 104,860 | 5,078 | 1.36% | 1.36% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINTRA WEALTH, LLC | History | No change | 104,899 | 5,025 | 0.26% | 0.26% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 103,514 | 5,013 | 0.2% | 0.2% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 102,760 | 4,976 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 102,741 | 4,975 | 1.05% | 1.05% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 102,400 | 4,961 | 3.35% | 3.35% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tandem Financial, LLC | History | No change | 101,802 | 4,930 | 1.48% | 1.48% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| K2 Financial Inc. | History | No change | 101,829 | 4,910 | 3.47% | 3.47% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Zeit Capital LLC | History | No change | 99,807 | 4,833 | 2.91% | 2.91% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |