VANGUARD WORLD FUND - MGC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,369,826 | 922,085 | 0.22% | 0.22% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,529,913 | 418,630 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 730,563 | 199,903 | 1.4% | 1.4% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 630,488 | 172,520 | 1.29% | 1.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 589,146 | 161,208 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 570,936 | 156,225 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 507,282 | 138,807 | 5.07% | 5.07% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 459,689 | 125,784 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 446,235 | 122,103 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Procyon Advisors, LLC | History | No change | 441,124 | 120,704 | 5.21% | 5.21% | 10 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 434,711 | 118,949 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 409,444 | 112,036 | 0.54% | 0.54% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 364,847 | 99,841 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 343,460 | 93,980 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 299,443 | 81,936 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 287,972 | 78,797 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 217,223 | 59,438 | 12.59% | 12.59% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | Reduced | 204,539 | 58,864 | 0.75% | 0.82% | 18 | -6,943 | -3.28% | Q3 2026 | Oct 08, 2026 |
| Verus Financial Partners, Inc. | History | No change | 201,543 | 55,148 | 4.72% | 4.72% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 191,096 | 52,289 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 178,867 | 48,943 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 173,309 | 47,422 | 0.79% | 0.79% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 169,974 | 46,509 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 165,661 | 45,329 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 158,902 | 43,480 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Diamond Financial, LLC | History | No change | 149,997 | 41,043 | 3.62% | 3.62% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 148,187 | 40,548 | 0.31% | 0.31% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 146,188 | 40,001 | 0.18% | 0.18% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 145,226 | 39,738 | 0.62% | 0.62% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ProVise Management Group, LLC | History | No change | 139,081 | 38,056 | 2.55% | 2.55% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 134,408 | 36,777 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 143,204 | 33,846 | 0.94% | 0.94% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Piedmont Capital Management, LLC | History | No change | 108,485 | 29,675 | 14.99% | 14.99% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 103,295 | 28,528 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 102,125 | 27,962 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 101,496 | 27,772 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 97,516 | 26,683 | 0.39% | 0.39% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 94,598 | 25,884 | 4.47% | 4.47% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 91,865 | 25,137 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 74,345 | 20,150 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 73,871 | 19,694 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 69,643 | 19,056 | 5.06% | 5.06% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 67,382 | 18,437 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 67,196 | 18,386 | 1.19% | 1.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 66,146 | 18,099 | 0.96% | 0.96% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 66,094 | 18,085 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Colorado Capital Management, Inc. | History | No change | 62,091 | 16,990 | 5.8% | 5.8% | 47 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 61,076 | 16,905 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 60,989 | 16,688 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HB Wealth Management, LLC | History | No change | 59,355 | 16,241 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 59,174 | 16,191 | 0.3% | 0.3% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advantage, Inc. | History | No change | 58,934 | 16,126 | 1.97% | 1.97% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Choate Investment Advisors | History | No change | 58,067 | 15,888 | 0.28% | 0.28% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 55,040 | 15,060 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 51,215 | 14,014 | 0.83% | 0.83% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | No change | 50,608 | 13,847 | 4.41% | 4.41% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 50,416 | 13,795 | 3.39% | 3.39% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 50,085 | 13,705 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 48,100 | 13,161 | 3.29% | 3.29% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPH & CO | History | Reduced | 44,107 | 12,451 | 3.17% | 3.14% | 60 | -1,219 | -2.69% | Q3 2026 | Oct 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 45,257 | 12,383 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 44,771 | 12,250 | 1.46% | 1.46% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 40,819 | 11,169 | 2.8% | 2.8% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 40,266 | 11,018 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 39,781 | 10,885 | 6.14% | 6.14% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | No change | 38,974 | 10,664 | 0.25% | 0.25% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,636 | 10,298 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 37,446 | 10,246 | 0.22% | 0.22% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 36,848 | 10,082 | 0.52% | 0.52% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 36,403 | 9,961 | 1.55% | 1.55% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 35,630 | 9,749 | 1.01% | 1.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 34,171 | 9,350 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 33,163 | 9,074 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 32,393 | 8,863 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WIN ADVISORS, INC | History | No change | 31,891 | 8,726 | 3.11% | 3.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 31,779 | 8,695 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,685 | 8,396 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 30,476 | 8,339 | 0.61% | 0.61% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tradition Wealth Management, LLC | History | No change | 29,500 | 8,072 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 28,590 | 7,822 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 28,169 | 7,707 | 1.73% | 1.73% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 27,662 | 7,569 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 27,432 | 7,509 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 27,358 | 7,485 | 0.86% | 0.86% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 27,055 | 7,402 | 1.25% | 1.25% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | No change | 26,618 | 7,283 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 26,113 | 7,145 | 1.74% | 1.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 25,912 | 7,090 | 0.21% | 0.21% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MA Private Wealth | History | No change | 25,242 | 6,907 | 1.03% | 1.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversified Trust Co | History | No change | 24,547 | 6,716 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 24,363 | 6,666 | 0.98% | 0.98% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 23,769 | 6,503 | 4.38% | 4.38% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 23,729 | 6,492 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 23,476 | 6,423 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 23,252 | 6,362 | 0.52% | 0.52% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crews Bank & Trust | History | No change | 23,110 | 6,323 | 0.83% | 0.83% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,839 | 6,249 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FDx Advisors, Inc. | History | No change | 22,597 | 6,183 | 1.86% | 1.86% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,491 | 6,154 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 22,409 | 6,131 | 2.13% | 2.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,057 | 6,035 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 20,502 | 5,610 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stokes Family Office, LLC | History | No change | 20,280 | 5,549 | 0.65% | 0.65% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 18,839 | 5,155 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 18,785 | 5,140 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,594 | 5,087 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 18,525 | 5,068 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 18,058 | 4,941 | 1.42% | 1.42% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,049 | 4,934 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,927 | 4,905 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 17,697 | 4,777 | 0.36% | 0.36% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 17,392 | 4,759 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 17,163 | 4,696 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,509 | 4,517 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| David Kennon Inc | History | No change | 16,168 | 4,424 | 1.46% | 1.46% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 15,774 | 4,316 | 2.23% | 2.23% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,660 | 4,285 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 15,638 | 4,279 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 15,130 | 4,140 | 0.23% | 0.23% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | No change | 14,861 | 4,066 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14,553 | 3,982 | 3.19% | 3.19% | 121 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,822 | 3,975 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HF Advisory Group, LLC | History | Added to | 13,934 | 3,933 | 1.17% | 1.15% | 123 | +338 | 2.49% | Q3 2026 | Oct 09, 2026 |
| Certified Advisory Corp | History | No change | 14,267 | 3,903 | 0.31% | 0.31% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Topsail Wealth Management, LLC | History | No change | 13,935 | 3,813 | 0.49% | 0.49% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 13,810 | 3,778 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 13,778 | 3,769 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Advisors LLC | History | No change | 13,357 | 3,654 | 3.31% | 3.31% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 13,098 | 3,584 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,042 | 3,568 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 12,844 | 3,514 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,400 | 3,393 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 12,230 | 3,346 | 0.74% | 0.74% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 12,225 | 3,345 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,170 | 3,330 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Systelligence, LLC | History | No change | 12,079 | 3,305 | 0.55% | 0.55% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,946 | 3,268 | 0.21% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,922 | 3,262 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| James J. Burns & Company, LLC | History | No change | 11,875 | 3,249 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 11,818 | 3,233 | 1.6% | 1.6% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 11,217 | 3,084 | 0.66% | 0.66% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | No change | 11,070 | 3,029 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFM, LLC | History | No change | 10,870 | 2,974 | 1.52% | 1.52% | 143 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | No change | 10,813 | 2,958 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RiverFront Investment Group, LLC | History | No change | 10,806 | 2,957 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,750 | 2,941 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10,452 | 2,860 | 0.31% | 0.31% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 10,088 | 2,847 | 0.22% | 0.21% | 148 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CHOREO, LLC | History | No change | 10,217 | 2,795 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Freedom, LLC | History | No change | 9,959 | 2,725 | 1.25% | 1.25% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| R2 Capital Strategies, LLC | History | No change | 9,930 | 2,717 | 1.23% | 1.23% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 9,562 | 2,616 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,476 | 2,592 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardy Reed LLC | History | No change | 9,400 | 2,572 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,301 | 2,545 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 9,093 | 2,488 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 8,783 | 2,403 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Strategies LLC | History | No change | 8,727 | 2,387 | 0.24% | 0.24% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,424 | 2,378 | 0.07% | 0.08% | 159 | -993 | -10.54% | Q3 2026 | Oct 08, 2026 |
| Brooklyn FI, LLC | History | No change | 8,642 | 2,364 | 0.43% | 0.43% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 8,623 | 2,359 | 0.25% | 0.25% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,565 | 2,343 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Advisory Services, LLC | History | No change | 8,495 | 2,324 | 1.64% | 1.64% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESBANCO BANK INC | History | No change | 8,413 | 2,302 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 8,270 | 2,262 | 0.69% | 0.69% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8,152 | 2,230 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 8,097 | 2,215 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,916 | 2,166 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,747 | 2,119 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Park Place Capital Corp | History | No change | 7,744 | 2,118 | 0.34% | 0.34% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,600 | 2,079 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 7,525 | 2,059 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 7,400 | 2,024 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,243 | 1,981 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bawa N Mallick Trust | History | No change | 6,999 | 1,915 | 0.62% | 0.62% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | No change | 6,930 | 1,896 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sheridan Capital Management, LLC | History | No change | 6,857 | 1,876 | 0.9% | 0.9% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 7,254 | 1,861 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 6,725 | 1,840 | 0.35% | 0.35% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 6,475 | 1,828 | 1.1% | 1.05% | 180 | +119 | 1.87% | Q3 2026 | Oct 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 6,652 | 1,820 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 6,496 | 1,777 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard National Trust Co | History | No change | 6,425 | 1,758 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 6,249 | 1,709 | 0.18% | 0.18% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 6,185 | 1,692 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 6,159 | 1,685 | 0.18% | 0.18% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 6,159 | 1,685 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,154 | 1,684 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 6,130 | 1,677 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Security Financial Services, INC. | History | No change | 6,094 | 1,667 | 0.23% | 0.23% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,000 | 1,641 | 0.32% | 0.32% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,988 | 1,638 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Indivisible Partners | History | No change | 5,929 | 1,622 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BIP Wealth, LLC | History | No change | 5,918 | 1,619 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5,805 | 1,588 | 0.73% | 0.73% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,656 | 1,547 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 5,616 | 1,536 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,582 | 1,527 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 5,558 | 1,520 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Flavin Financial Services, Inc. | History | No change | 5,284 | 1,445 | 0.82% | 0.82% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,257 | 1,438 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 5,246 | 1,435 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,999 | 1,367 | 0.15% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Investment Management | History | No change | 4,880 | 1,335 | 0.45% | 0.45% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,876 | 1,334 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Venturi Wealth Management, LLC | History | No change | 4,875 | 1,333 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 4,869 | 1,332 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LongView Wealth Management | History | No change | 4,790 | 1,310 | 0.34% | 0.34% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 4,758 | 1,302 | 0.98% | 0.98% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 4,723 | 1,292 | 0.8% | 0.8% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,708 | 1,288 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avestar Capital, LLC | History | No change | 4,620 | 1,264 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,589 | 1,255 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,511 | 1,234 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMG National Trust Bank | History | No change | 4,410 | 1,206 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 4,395 | 1,203 | 0.15% | 0.15% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,396 | 1,202 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,379 | 1,198 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,350 | 1,190 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,217 | 1,153 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,198 | 1,148 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,208 | 1,140 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 4,156 | 1,137 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,118 | 1,126 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 4,085 | 1,117 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 3,995 | 1,093 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,912 | 1,070 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,760 | 1,028 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,737 | 1,022 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,647 | 998 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| West Financial Advisors, LLC | History | No change | 3,627 | 992 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keystone Financial Group | History | No change | 3,617 | 989 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,599 | 984 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,550 | 971 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,418 | 964 | 0.22% | 0.22% | 236 | -100 | -2.84% | Q3 2026 | Oct 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 3,525 | 964 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,525 | 964 | 0.24% | 0.24% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Partners Group, Inc | History | No change | 3,519 | 962 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,493 | 955 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 3,428 | 938 | 0.38% | 0.38% | 240 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,379 | 924 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoryOne LLC | History | No change | 3,375 | 923 | 0.44% | 0.44% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,353 | 917 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 3,310 | 905 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospect Financial Group LLC | History | No change | 3,276 | 896 | 0.72% | 0.72% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,265 | 893 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 3,257 | 891 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 3,247 | 888 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,200 | 875 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 3,195 | 874 | 0.41% | 0.41% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 3,172 | 867 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 3,160 | 864 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,210 | 864 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,210 | 864 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Front Row Advisors LLC | History | No change | 2,967 | 837 | 0.24% | 0.24% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Embree Financial Group | History | No change | 3,039 | 831 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 3,027 | 828 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 2,969 | 812 | 0.55% | 0.55% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 2,938 | 803 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,912 | 796 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,901 | 793 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,884 | 789 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,868 | 784 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Office Research LLC | History | No change | 2,852 | 780 | 0.29% | 0.29% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,848 | 779 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Optivise Advisory Services LLC | History | No change | 2,841 | 777 | 0.39% | 0.39% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Greenline Partners, LLC | History | No change | 2,784 | 761 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,779 | 760 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,747 | 751 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,740 | 749 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ancora Advisors LLC | History | No change | 2,721 | 744 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sonoma Private Wealth LLC | History | No change | 2,699 | 738 | 0.79% | 0.79% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 2,694 | 737 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,599 | 711 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Planning LLC | History | No change | 2,506 | 707 | 0.19% | 0.2% | 275 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,576 | 705 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 2,576 | 704 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 2,547 | 696 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 2,515 | 688 | 0.52% | 0.52% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 2,500 | 684 | 0.24% | 0.24% | 280 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| New Republic Capital, LLC | History | No change | 2,495 | 682 | 0.16% | 0.16% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,488 | 680 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLC Capital Advisors | History | No change | 2,479 | 678 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CABANA LLC | History | No change | 2,424 | 663 | 5.0% | 5.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 2,410 | 659 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bay Capital Advisors, LLC | History | No change | 2,404 | 657 | 0.35% | 0.35% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,400 | 656 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Financial, LLC | History | No change | 2,391 | 654 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 2,383 | 652 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,382 | 651 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 2,351 | 643 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| West Wealth Group, LLC | History | No change | 2,349 | 642 | 0.11% | 0.11% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHS Financial, LLC | History | No change | 2,330 | 637 | 0.26% | 0.26% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNION SAVINGS BANK | History | No change | 2,327 | 636 | 0.26% | 0.26% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitlin John, LLC | History | No change | 2,319 | 634 | 0.35% | 0.35% | 295 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,288 | 626 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,291 | 626 | 0.26% | 0.26% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,266 | 620 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,269 | 620 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 2,266 | 619 | 0.21% | 0.21% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 2,229 | 610 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,228 | 609 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,211 | 605 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 2,195 | 600 | 0.16% | 0.16% | 304 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 2,159 | 597 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOWE & RUSLING INC | History | No change | 2,165 | 592 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Warner Group LLC | History | No change | 2,160 | 591 | 0.15% | 0.15% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,147 | 587 | 0.15% | 0.15% | 308 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| River Wealth Advisors LLC | History | No change | 2,143 | 586 | 0.06% | 0.06% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| APS Management Group, Inc. | History | No change | 2,138 | 585 | 0.45% | 0.45% | 310 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BAM Wealth Management, LLC | History | No change | 2,138 | 585 | 0.37% | 0.37% | 311 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 2,135 | 584 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,126 | 581 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 2,124 | 581 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,117 | 579 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 2,094 | 572 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,068 | 565 | 0.15% | 0.15% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,065 | 565 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adelphi Trust Co | History | No change | 2,000 | 564 | 0.37% | 0.36% | 319 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Marshall Financial Group, LLC | History | No change | 2,056 | 562 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NorthRock Partners, LLC | History | No change | 2,048 | 560 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 2,000 | 547 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Haverford Trust Co | History | No change | 1,995 | 545 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,983 | 542 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,984 | 542 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 1,971 | 539 | 0.27% | 0.27% | 326 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,968 | 538 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,960 | 536 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centennial Advisors, LLC | History | No change | 1,944 | 531 | 0.63% | 0.63% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,876 | 529 | 0.0% | 0.0% | 330 | +29 | 1.57% | Q3 2026 | Oct 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 1,910 | 522 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aspiring Ventures, LLC | History | No change | 1,904 | 520 | 0.13% | 0.13% | 332 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,800 | 492 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,794 | 490 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,785 | 488 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,782 | 487 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,777 | 486 | 0.08% | 0.08% | 337 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mason & Associates, LLC | History | No change | 1,774 | 485 | 0.1% | 0.1% | 338 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,763 | 482 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,754 | 479 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,744 | 477 | 0.19% | 0.19% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,736 | 475 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EWA, LLC | History | No change | 1,731 | 473 | 0.09% | 0.09% | 343 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,726 | 472 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avant Capital LLC | History | No change | 1,711 | 468 | 0.29% | 0.29% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,704 | 466 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 1,666 | 455 | 0.22% | 0.22% | 347 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,663 | 455 | 0.14% | 0.14% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,655 | 452 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,636 | 447 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,621 | 443 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,619 | 442 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 1,576 | 431 | 0.25% | 0.25% | 353 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Pacific Financial | History | No change | 1,567 | 428 | 0.05% | 0.05% | 354 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 1,511 | 426 | 0.31% | 0.33% | 356 | +3 | 0.2% | Q3 2026 | Oct 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,557 | 426 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | No change | 1,543 | 422 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,542 | 422 | 0.04% | 0.04% | 358 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,541 | 421 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,537 | 420 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,488 | 407 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 1,477 | 404 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,463 | 400 | 0.21% | 0.21% | 363 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 1,434 | 392 | 0.29% | 0.29% | 364 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 1,430 | 391 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 1,425 | 389 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MWA Asset Management | History | No change | 1,414 | 386 | 0.17% | 0.17% | 367 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,411 | 386 | 0.3% | 0.3% | 368 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 1,390 | 380 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 1,386 | 379 | 0.08% | 0.08% | 370 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 1,387 | 379 | 0.13% | 0.13% | 371 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 1,383 | 378 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 1,374 | 375 | 0.07% | 0.07% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 1,365 | 373 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | No change | 1,350 | 369 | 0.08% | 0.08% | 375 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Factor Wealth Management LTD | History | No change | 1,303 | 367 | 0.06% | 0.05% | 376 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,338 | 366 | 0.22% | 0.22% | 377 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 1,324 | 362 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 4,115 | 361 | 0.18% | 0.18% | 379 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 1,301 | 355 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SFMG, LLC | History | No change | 1,300 | 355 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | No change | 1,292 | 353 | 0.05% | 0.05% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Equity Management | History | No change | 1,289 | 352 | 0.12% | 0.12% | 383 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,280 | 350 | 0.03% | 0.03% | 384 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matisse Capital | History | No change | 1,269 | 347 | 0.14% | 0.14% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagship Private Wealth, LLC | History | No change | 1,269 | 347 | 0.12% | 0.12% | 386 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Capital Management LLC | History | No change | 1,257 | 343 | 0.11% | 0.11% | 387 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DAVIDSON TRUST CO | History | No change | 1,204 | 339 | 0.13% | 0.13% | 388 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cambria Investment Management, L.P. | History | No change | 1,235 | 337 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 1,235 | 337 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 1,204 | 329 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Composition Wealth, LLC | History | No change | 1,201 | 328 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 1,200 | 328 | 0.16% | 0.16% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 1,194 | 326 | 0.21% | 0.21% | 394 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,154 | 315 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,113 | 314 | 0.04% | 0.04% | 396 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,146 | 313 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHRISTINE MESSMER PC | History | No change | 1,141 | 312 | 0.18% | 0.18% | 398 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 1,090 | 307 | 0.01% | 0.01% | 399 | +121 | 12.49% | Q3 2026 | Oct 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,114 | 304 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,095 | 299 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Capital Management, LLC | History | No change | 1,085 | 298 | 0.09% | 0.09% | 402 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 1,055 | 297 | 0.03% | 0.08% | 404 | -1,500 | -58.71% | Q3 2026 | Oct 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,089 | 297 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 1,086 | 297 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WARNER FINANCIAL, INC | History | No change | 1,077 | 294 | 0.09% | 0.09% | 406 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 1,078 | 294 | 0.1% | 0.1% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 1,071 | 293 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pacific Point Advisors, LLC | History | No change | 1,074 | 293 | 0.13% | 0.13% | 409 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | No change | 1,057 | 289 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Asset Management, LLC | History | No change | 1,050 | 287 | 0.04% | 0.04% | 411 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTC Capital Management, Inc. | History | No change | 1,046 | 286 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ZEGA Investments, LLC | History | No change | 1,031 | 282 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 1,032 | 282 | 0.09% | 0.09% | 414 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,027 | 281 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,024 | 280 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,005 | 274 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,000 | 273 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 1,000 | 273 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 996 | 272 | 0.18% | 0.18% | 420 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 969 | 265 | 0.1% | 0.1% | 421 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group LLC | History | No change | 966 | 264 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 959 | 262 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CRA Financial Services, LLC | History | No change | 957 | 261 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 954 | 261 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 956 | 261 | 0.07% | 0.07% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 956 | 261 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 947 | 259 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 931 | 254 | 0.07% | 0.07% | 429 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 928 | 253 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retireful, LLC | History | New | 895 | 252 | 0.22% | — | 431 | +895 | New | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 879 | 240 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 873 | 238 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 861 | 235 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KPP Advisory Services LLC | History | No change | 862 | 235 | 0.03% | 0.03% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Schaeffer Financial LLC | History | No change | 858 | 234 | 0.18% | 0.18% | 436 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 845 | 231 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Latitude Advisors, LLC | History | No change | 842 | 230 | 0.09% | 0.09% | 438 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 840 | 229 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balefire, LLC | History | Reduced | 808 | 228 | 0.04% | 0.04% | 440 | -22 | -2.65% | Q3 2026 | Oct 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 827 | 226 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 824 | 225 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 819 | 224 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 817 | 223 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 811 | 222 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FF Advisors,LLC | History | No change | 802 | 219 | 0.08% | 0.08% | 446 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evansbrook LLC | History | No change | 770 | 210 | 0.13% | 0.13% | 447 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 759 | 207 | 0.12% | 0.12% | 448 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Private Trust Co. | History | New | 730 | 206 | 0.01% | — | 449 | +730 | New | Q3 2026 | Oct 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 751 | 205 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLP Wealth Management, LLC | History | No change | 747 | 204 | 0.36% | 0.36% | 451 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 746 | 203 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Operose Advisors LLC | History | No change | 741 | 202 | 0.04% | 0.04% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Nebraska | History | No change | 735 | 201 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 731 | 200 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 631 | 172 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 590 | 166 | 0.01% | 0.01% | 457 | -44 | -6.94% | Q3 2026 | Oct 09, 2026 |
| Kingdom Financial Group LLC. | History | No change | 576 | 157 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 555 | 151 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 504 | 137 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 494 | 135 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 435 | 119 | 0.05% | 0.05% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | No change | 423 | 115 | 0.07% | 0.07% | 463 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 404 | 110 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 400 | 109 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 401 | 109 | 0.07% | 0.07% | 466 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 378 | 103 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBT BANK, N.A. | History | No change | 374 | 102 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 360 | 98 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 351 | 96 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 353 | 96 | 0.03% | 0.03% | 471 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 349 | 95 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 319 | 87 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 317 | 86 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 315 | 86 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 300 | 82 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 289 | 79 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 284 | 77 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 280 | 76 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHP Wealth Management | History | No change | 269 | 73 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 258 | 70 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 237 | 64 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| City State Bank | History | No change | 232 | 63 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 217 | 59 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 210 | 59 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 215 | 58 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 205 | 56 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 202 | 55 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 203 | 55 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | No change | 199 | 54 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 195 | 53 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 197 | 53 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 192 | 52 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Milestone Investment Advisors LLC | History | No change | 176 | 48 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 155 | 44 | 0.0% | 0.0% | 495 | -200 | -56.34% | Q3 2026 | Oct 02, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 159 | 43 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 160 | 43 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 152 | 41 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 130 | 35 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kilter Group LLC | History | No change | 117 | 32 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 113 | 30 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 100 | 27 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 27 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 100 | 27 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Main Street Group, LTD | History | No change | 93 | 25 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BFSG, LLC | History | No change | 78 | 21 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 75 | 21 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 73 | 19 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 69 | 18 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 58 | 15 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Strategies CORP | History | No change | 56 | 15 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 50 | 13 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | No change | 47 | 12 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 42 | 11 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 35 | 9 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 32 | 8 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 32 | 8 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collier Financial | History | No change | 33 | 8 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 28 | 7 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | No change | 28 | 7 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Equity Partners, LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gen-Wealth Partners Inc | History | No change | 25 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 22 | 6 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 20 | 5 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Decker Retirement Planning Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atomic Invest LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |