VANGUARD GROUP INC - IVOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 2,045,932 | 266,789 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,916,060 | 249,854 | 3.38% | 3.38% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,385,207 | 180,631 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 964,765 | 125,805 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 821,464 | 107,118 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 716,227 | 93,395 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 540,000 | 70,416 | 2.79% | 2.79% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 374,873 | 48,883 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Starr Indemnity & Liability Co | History | No change | 364,098 | 47,478 | 12.59% | 12.59% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 329,634 | 42,984 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 309,484 | 40,356 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 308,501 | 37,637 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 281,849 | 36,748 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 263,058 | 34,302 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 251,422 | 32,785 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C V STARR & CO INC | History | No change | 227,427 | 29,656 | 15.83% | 15.83% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 225,150 | 29,359 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 216,259 | 28,200 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | No change | 182,027 | 23,736 | 3.89% | 3.89% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 176,964 | 22,916 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 148,192 | 19,324 | 0.38% | 0.38% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 145,277 | 18,944 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 142,946 | 18,640 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 121,800 | 15,893 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWM ADVISORS, LLC | History | No change | 121,546 | 15,849 | 12.48% | 12.48% | 25 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Warwick Investment Management, Inc. | History | No change | 105,480 | 13,754 | 1.54% | 1.54% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 101,477 | 13,232 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 95,378 | 12,437 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 93,167 | 12,149 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coign Capital Advisors LLC | History | No change | 90,278 | 11,772 | 5.3% | 5.3% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 87,607 | 11,423 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 85,263 | 11,118 | 3.09% | 3.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 81,865 | 10,675 | 4.03% | 4.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 79,504 | 10,367 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 76,621 | 9,991 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 74,317 | 9,690 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 73,550 | 9,590 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 83,696 | 9,568 | 6.05% | 6.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 70,617 | 9,208 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,565 | 9,071 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 65,112 | 8,490 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 64,929 | 8,466 | 0.38% | 0.38% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 54,746 | 7,139 | 0.63% | 0.63% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 53,979 | 7,036 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Violich Capital Management, Inc. | History | No change | 55,295 | 6,732 | 0.73% | 0.78% | 45 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 49,445 | 6,447 | 1.73% | 1.73% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 49,355 | 6,435 | 0.87% | 0.87% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 48,593 | 6,336 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 48,062 | 6,267 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Soltis Investment Advisors LLC | History | No change | 46,703 | 6,090 | 0.34% | 0.34% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44,676 | 5,825 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 44,059 | 5,745 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 41,997 | 5,476 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 40,698 | 5,307 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 40,119 | 5,231 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 38,715 | 5,048 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 37,075 | 4,826 | 0.71% | 0.71% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,656 | 4,649 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 38,126 | 4,642 | 3.55% | 3.9% | 59 | +1,187 | 3.21% | Q3 2026 | Oct 07, 2026 |
| First American Bank | History | No change | 34,408 | 4,486 | 0.25% | 0.25% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 33,918 | 4,422 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 32,264 | 4,207 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 30,737 | 4,008 | 0.29% | 0.29% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | No change | 30,088 | 3,923 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 29,872 | 3,853 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 29,084 | 3,792 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 28,728 | 3,746 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | No change | 28,637 | 3,734 | 0.22% | 0.22% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Councilor Wealth, LLC | History | No change | 28,347 | 3,696 | 1.5% | 1.5% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coastline Trust Co | History | Reduced | 30,194 | 3,676 | 0.34% | 0.35% | 70 | -80 | -0.26% | Q3 2026 | Oct 01, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,852 | 3,631 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EQ LLC | History | No change | 27,639 | 3,604 | 0.89% | 0.89% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 27,592 | 3,597 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 26,584 | 3,466 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,671 | 3,347 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempo Wealth, LLC | History | No change | 25,256 | 3,293 | 0.49% | 0.49% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairway Wealth LLC | History | No change | 24,863 | 3,242 | 0.74% | 0.74% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 24,856 | 3,241 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 23,907 | 3,117 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,490 | 3,063 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 22,925 | 2,989 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,552 | 2,810 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 21,156 | 2,758 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SpringVest Wealth Management LLC | History | No change | 20,922 | 2,728 | 1.72% | 1.72% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 20,714 | 2,701 | 2.06% | 2.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 20,660 | 2,694 | 0.27% | 0.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | No change | 20,379 | 2,657 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valpey Financial Services, LLC | History | No change | 19,657 | 2,563 | 1.53% | 1.53% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truepoint, Inc. | History | No change | 18,200 | 2,373 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bleakley Financial Group, LLC | History | No change | 18,081 | 2,357 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,316 | 2,351 | 0.02% | 0.02% | 91 | +2,260 | 13.25% | Q3 2026 | Oct 08, 2026 |
| Andrews Advisory Associates, LLC | History | No change | 17,798 | 2,320 | 1.11% | 1.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 17,036 | 2,221 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 16,962 | 2,211 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 16,967 | 2,200 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 15,348 | 2,001 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 15,028 | 1,959 | 0.17% | 0.17% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 15,021 | 1,958 | 0.87% | 0.87% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SoundView Advisors Inc. | History | No change | 14,921 | 1,945 | 0.63% | 0.63% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Klingman & Associates, LLC | History | No change | 14,753 | 1,923 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard National Trust Co | History | No change | 14,607 | 1,904 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 14,120 | 1,841 | 0.28% | 0.28% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 13,877 | 1,809 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Envision Financial Planning, LLC | History | No change | 13,691 | 1,785 | 0.58% | 0.58% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 13,613 | 1,775 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,063 | 1,703 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | No change | 12,659 | 1,650 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KINTRA WEALTH, LLC | History | No change | 12,228 | 1,621 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 12,266 | 1,599 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,246 | 1,596 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 11,363 | 1,481 | 0.58% | 0.58% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 11,321 | 1,476 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 11,182 | 1,458 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pachira Investments Inc. | History | No change | 11,072 | 1,443 | 0.54% | 0.54% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 10,947 | 1,427 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 10,900 | 1,421 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 10,461 | 1,364 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,461 | 1,364 | 0.27% | 0.27% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,205 | 1,330 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 10,060 | 1,311 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,954 | 1,298 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FourThought Financial Partners, LLC | History | No change | 9,828 | 1,281 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centennial Bank/AR/ | History | No change | 9,494 | 1,238 | 0.4% | 0.4% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,425 | 1,229 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Base Wealth Management LLC | History | No change | 9,419 | 1,228 | 0.57% | 0.57% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,198 | 1,199 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,407 | 1,189 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | No change | 8,907 | 1,161 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,677 | 1,131 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 9,289 | 1,131 | 0.02% | 0.03% | 130 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 8,458 | 1,102 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PACK Private Wealth, LLC | History | No change | 8,099 | 1,056 | 0.44% | 0.44% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 7,967 | 1,039 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,550 | 984 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7,512 | 972 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,588 | 968 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 7,382 | 963 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,257 | 946 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,210 | 940 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,211 | 940 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,101 | 926 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,898 | 899 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 6,807 | 887 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,817 | 872 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,458 | 842 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,452 | 841 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anson Capital, Inc. | History | No change | 6,452 | 841 | 0.55% | 0.55% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 6,314 | 823 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,211 | 809 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 6,090 | 794 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANOVER ADVISORS INC | History | No change | 6,073 | 791 | 0.28% | 0.28% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 6,073 | 791 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,043 | 788 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 6,015 | 784 | 0.19% | 0.19% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 5,934 | 773 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 5,906 | 770 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 5,890 | 768 | 0.27% | 0.27% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 5,814 | 758 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,812 | 757 | 0.22% | 0.22% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,781 | 753 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,738 | 748 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5,731 | 747 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Manchester Capital Management LLC | History | No change | 5,670 | 739 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,672 | 739 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 5,605 | 730 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IRON Financial LLC | History | No change | 5,548 | 723 | 0.3% | 0.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 5,519 | 719 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 5,362 | 699 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,406 | 695 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,406 | 695 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,286 | 689 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STAR Financial Bank | History | No change | 5,014 | 653 | 0.27% | 0.27% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Affiance Financial, LLC | History | No change | 4,997 | 651 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,870 | 635 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,770 | 621 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 4,720 | 615 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,667 | 608 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 4,658 | 607 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 4,628 | 603 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,590 | 598 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,268 | 556 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 4,231 | 551 | 0.25% | 0.25% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WNY Asset Management, LLC | History | No change | 4,200 | 547 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,031 | 525 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CGN Advisors LLC | History | No change | 3,984 | 519 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Tribridge Partners Financial LLC | History | No change | 4,000 | 514 | 0.2% | 0.2% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,922 | 511 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,819 | 497 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 3,760 | 490 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,685 | 480 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,660 | 477 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,460 | 451 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 3,413 | 445 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1ST SOURCE BANK | History | No change | 3,404 | 443 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,243 | 422 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,226 | 420 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,211 | 418 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 3,190 | 415 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 3,167 | 413 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,141 | 409 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 3,124 | 407 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,099 | 404 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waldron Private Wealth LLC | History | No change | 3,052 | 397 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 3,013 | 392 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 3,007 | 392 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 3,034 | 389 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tandem Investment Partners LLC | History | No change | 2,950 | 384 | 0.3% | 0.3% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,930 | 382 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,892 | 377 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Embree Financial Group | History | No change | 2,892 | 377 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,766 | 360 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,752 | 358 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,634 | 343 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 2,608 | 340 | 0.14% | 0.14% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 2,600 | 339 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Trust | History | No change | 2,605 | 339 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 2,607 | 339 | 0.14% | 0.14% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex Bank | History | No change | 2,490 | 324 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,490 | 324 | 0.19% | 0.19% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaethes Wealth, LLC | History | No change | 2,435 | 317 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, INC | History | No change | 2,424 | 316 | 0.1% | 0.1% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,409 | 314 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 2,393 | 312 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,386 | 311 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,370 | 309 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 2,351 | 306 | 0.19% | 0.19% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 2,272 | 296 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verum Partners LLC | History | No change | 2,238 | 291 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,228 | 290 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,163 | 282 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Retirements, Inc. | History | No change | 2,158 | 281 | 0.25% | 0.25% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,147 | 279 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,132 | 278 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,263 | 275 | 0.01% | 0.01% | 234 | +10 | 0.44% | Q3 2026 | Oct 08, 2026 |
| Opulen Financial Group LLC | History | No change | 2,090 | 272 | 0.17% | 0.17% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,061 | 268 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McAdam, LLC | History | No change | 2,055 | 267 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,047 | 266 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,041 | 266 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,031 | 264 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,028 | 264 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,989 | 259 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snider Financial Group | History | No change | 1,971 | 257 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,968 | 256 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,000 | 254 | 0.11% | 0.11% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EASTERN BANK | History | No change | 2,043 | 248 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,880 | 245 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 1,879 | 245 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,793 | 233 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 1,764 | 230 | 0.16% | 0.16% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 1,770 | 230 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 1,764 | 230 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,762 | 229 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,751 | 228 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,744 | 227 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krane Financial Solutions LLC | History | No change | 1,747 | 227 | 0.14% | 0.14% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockingstone Advisors LLC | History | No change | 1,740 | 226 | 0.09% | 0.09% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FAIRFIELD, BUSH & CO. | History | No change | 1,730 | 225 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,700 | 221 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Financial Group Corp | History | No change | 1,694 | 220 | 0.16% | 0.16% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 1,922 | 219 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,672 | 218 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 1,654 | 215 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,642 | 214 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 1,648 | 214 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lutz Financial Services LLC | History | No change | 1,638 | 213 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sepio Capital, LP | History | No change | 1,600 | 208 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aureum Wealth Management, LLC | History | No change | 1,602 | 208 | 0.13% | 0.13% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DUTCH ASSET Corp | History | No change | 1,600 | 208 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 1,556 | 202 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 1,548 | 201 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 1,535 | 200 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sierra Capital LLC | History | No change | 1,535 | 200 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,515 | 197 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,476 | 192 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,436 | 187 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,416 | 184 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,299 | 169 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,280 | 166 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,264 | 164 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 1,178 | 153 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,105 | 144 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 1,054 | 137 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Polaris Financial Partners | History | New | 1,073 | 131 | 0.06% | — | 284 | +1,073 | New | Q3 2026 | Oct 02, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 972 | 126 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 953 | 124 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 950 | 123 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Bank of Kentucky | History | No change | 948 | 123 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Colonial Trust Co / SC | History | No change | 880 | 113 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Group Ltd | History | No change | 834 | 108 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 822 | 107 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 800 | 104 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 760 | 99 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 746 | 97 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 724 | 94 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 718 | 92 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 691 | 90 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 693 | 88 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 622 | 81 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 600 | 78 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |