VANGUARD WORLD FUND - VAW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 429,714 | 98,314 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 394,693 | 90,301 | 5.46% | 5.46% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 363,505 | 83,166 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 331,445 | 75,831 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 260,782 | 59,664 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 245,095 | 56,075 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 226,853 | 51,672 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 209,609 | 47,956 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PGIM Custom Harvest LLC | History | No change | 182,352 | 41,720 | 0.52% | 0.52% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 168,428 | 38,534 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 141,961 | 32,479 | 0.66% | 0.66% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 130,268 | 29,804 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 97,476 | 22,300 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 83,508 | 19,105 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 76,064 | 17,404 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 72,611 | 16,612 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 65,617 | 15,012 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 63,992 | 14,640 | 0.94% | 0.94% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 62,784 | 14,364 | 0.64% | 0.64% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 56,272 | 12,819 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco Santander, S.A. | History | No change | 53,997 | 12,353 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43,538 | 9,961 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 42,550 | 9,735 | 2.17% | 2.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 40,463 | 9,257 | 1.91% | 1.91% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 40,259 | 9,211 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 38,862 | 8,891 | 0.26% | 0.26% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 37,372 | 8,561 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 34,683 | 7,935 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,799 | 6,589 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 28,355 | 6,487 | 0.52% | 0.52% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 27,900 | 6,383 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 27,696 | 6,336 | 0.26% | 0.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 28,636 | 6,247 | 0.17% | 0.18% | 33 | -167 | -0.58% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 27,190 | 6,220 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 25,443 | 5,821 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| M Holdings Securities, Inc. | History | No change | 25,273 | 5,765 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 24,504 | 5,606 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,263 | 5,551 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 24,064 | 5,505 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Guardian Wealth Management, LLC | History | No change | 24,058 | 5,504 | 1.54% | 1.54% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 23,442 | 5,358 | 1.13% | 1.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 23,253 | 5,319 | 3.04% | 3.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 22,313 | 5,104 | 0.64% | 0.64% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 22,067 | 5,048 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 21,765 | 4,979 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 21,591 | 4,940 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 21,440 | 4,905 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 21,319 | 4,877 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 20,839 | 4,767 | 0.93% | 0.93% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,512 | 4,464 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,633 | 4,263 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,316 | 4,190 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Certified Advisory Corp | History | No change | 18,274 | 4,180 | 0.34% | 0.34% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silver Coast Investments LLC | History | No change | 16,788 | 3,841 | 1.14% | 1.14% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 16,536 | 3,783 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 15,935 | 3,645 | 1.96% | 1.96% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 15,553 | 3,558 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 15,517 | 3,550 | 0.55% | 0.55% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aprio Wealth Management, LLC | History | No change | 15,297 | 3,499 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,200 | 3,477 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 14,980 | 3,427 | 0.59% | 0.59% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,803 | 3,386 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 14,502 | 3,317 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,378 | 3,289 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 14,177 | 3,243 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 13,874 | 3,174 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richmond Brothers, Inc. | History | No change | 13,624 | 3,116 | 1.62% | 1.62% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,159 | 3,010 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 12,151 | 2,780 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TrueWealth Financial Partners | History | No change | 11,550 | 2,642 | 1.09% | 1.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 11,495 | 2,629 | 2.21% | 2.21% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 13,784 | 2,439 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 10,400 | 2,379 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sierra Capital LLC | History | No change | 10,398 | 2,378 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sagace Wealth Management LLC | History | No change | 10,324 | 2,362 | 1.48% | 1.48% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sharper & Granite LLC | History | No change | 10,317 | 2,360 | 0.73% | 0.73% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,234 | 2,342 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,223 | 2,339 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,735 | 2,227 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equity Wealth Partners, LLC | History | No change | 9,676 | 2,213 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,491 | 2,202 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 9,581 | 2,191 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,389 | 2,148 | 0.56% | 0.56% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 9,217 | 2,108 | 0.34% | 0.34% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Markowski Investments | History | No change | 8,961 | 2,050 | 0.45% | 0.45% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9,327 | 2,034 | 0.05% | 0.06% | 86 | -372 | -3.84% | Q3 2026 | Oct 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,844 | 2,023 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 8,830 | 2,020 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 8,669 | 1,983 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 8,572 | 1,966 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,493 | 1,943 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 8,440 | 1,931 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,766 | 1,776 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 7,666 | 1,753 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farrell Financial LLC | History | No change | 7,483 | 1,712 | 0.93% | 0.93% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 7,410 | 1,695 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 7,345 | 1,680 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,111 | 1,626 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Advisors, LLC | History | No change | 6,984 | 1,597 | 0.41% | 0.41% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 7,240 | 1,579 | 0.17% | 0.2% | 100 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 6,865 | 1,570 | 1.13% | 1.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 6,742 | 1,542 | 0.46% | 0.46% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 6,683 | 1,529 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 6,461 | 1,478 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 6,251 | 1,430 | 0.48% | 0.48% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,216 | 1,422 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,207 | 1,420 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Southland Equity Partners LLC | History | No change | 6,147 | 1,406 | 0.25% | 0.25% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,094 | 1,394 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 6,114 | 1,367 | 0.18% | 0.18% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 5,938 | 1,358 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,728 | 1,310 | 0.14% | 0.14% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,602 | 1,281 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 5,297 | 1,211 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 5,218 | 1,193 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,175 | 1,183 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,149 | 1,178 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 5,118 | 1,170 | 0.74% | 0.74% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 5,349 | 1,166 | 0.01% | — | 119 | +5,349 | New | Q3 2026 | Oct 06, 2026 |
| AF Advisors, Inc. | History | No change | 5,017 | 1,147 | 0.56% | 0.56% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,945 | 1,132 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,878 | 1,116 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 4,853 | 1,110 | 0.22% | 0.22% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 4,831 | 1,105 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,817 | 1,102 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 4,808 | 1,100 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,798 | 1,097 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,792 | 1,096 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,783 | 1,094 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,539 | 1,038 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,470 | 1,021 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,416 | 1,010 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,394 | 1,005 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 4,328 | 990 | 0.44% | 0.44% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,278 | 978 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,269 | 976 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bonfire Financial | History | No change | 4,234 | 968 | 0.62% | 0.62% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 4,191 | 958 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | No change | 4,183 | 957 | 0.14% | 0.14% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 4,158 | 951 | 0.15% | 0.15% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wolff Financial Management LLC | History | No change | 4,155 | 950 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dorato Capital Management | History | Reduced | 4,200 | 921 | 0.61% | 0.65% | 142 | -22 | -0.52% | Q3 2026 | Oct 08, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 4,192 | 914 | 0.31% | 0.56% | 143 | -2,544 | -37.77% | Q3 2026 | Oct 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,990 | 912 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,978 | 910 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,918 | 896 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,910 | 894 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 3,904 | 893 | 1.23% | 1.23% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| City State Bank | History | No change | 3,834 | 877 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,825 | 875 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Narwhal Capital Management | History | No change | 3,803 | 870 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sage Capital Management, LLC | History | No change | 3,783 | 866 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,735 | 854 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 3,636 | 831 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WBH ADVISORY INC | History | No change | 3,602 | 824 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,573 | 817 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,487 | 797 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,479 | 795 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joule Financial, LLC | History | No change | 3,463 | 792 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 3,395 | 776 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisors Capital Management, LLC | History | No change | 3,358 | 768 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 3,522 | 768 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 3,331 | 762 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 3,305 | 756 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 3,243 | 741 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 3,197 | 731 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nova Wealth Management, Inc. | History | No change | 3,199 | 731 | 0.4% | 0.4% | 167 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 3,144 | 719 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Planning Strategies Inc. | History | No change | 3,203 | 698 | 0.41% | 0.46% | 169 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 3,055 | 686 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CGN Advisors LLC | History | No change | 2,998 | 685 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BOKF, NA | History | No change | 2,989 | 683 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,971 | 679 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,964 | 678 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 2,937 | 671 | 0.32% | 0.32% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 2,922 | 668 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,906 | 664 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,886 | 660 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 2,864 | 655 | 0.23% | 0.23% | 179 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,862 | 654 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,809 | 642 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,747 | 637 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 2,760 | 623 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 2,712 | 620 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,690 | 615 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 2,685 | 614 | 0.45% | 0.45% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,533 | 579 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,524 | 577 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,461 | 563 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,456 | 561 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,550 | 556 | 0.0% | 0.0% | 192 | -226 | -8.14% | Q3 2026 | Oct 08, 2026 |
| Madden Advisory Services, Inc. | History | No change | 2,432 | 556 | 0.2% | 0.2% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| North Forty Two & Co. | History | No change | 2,425 | 554 | 0.47% | 0.47% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,366 | 541 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 2,353 | 538 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 2,324 | 531 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 2,307 | 528 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,297 | 525 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,285 | 522 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,251 | 514 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,238 | 512 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,242 | 512 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 2,200 | 503 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 2,192 | 501 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,176 | 497 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,133 | 488 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 2,124 | 486 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Calder Financial LLC | History | No change | 2,117 | 484 | 0.46% | 0.46% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,086 | 477 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,082 | 476 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHRISTINE MESSMER PC | History | No change | 2,049 | 468 | 0.26% | 0.26% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,022 | 462 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 2,010 | 459 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,962 | 448 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 1,894 | 433 | 0.15% | 0.15% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,880 | 430 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | No change | 1,877 | 429 | 0.2% | 0.2% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,874 | 428 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 1,871 | 428 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 1,839 | 420 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,833 | 419 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,827 | 417 | 0.16% | 0.16% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,822 | 416 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Trust Co | History | No change | 1,766 | 404 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,740 | 398 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KPP Advisory Services LLC | History | No change | 1,729 | 395 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 1,713 | 391 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Square, LLC | History | No change | 1,719 | 389 | 0.17% | 0.17% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,700 | 388 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,688 | 386 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keebeck Wealth Management | History | No change | 1,660 | 379 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,652 | 378 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,641 | 375 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 1,629 | 372 | 0.15% | 0.15% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 1,610 | 368 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,605 | 367 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 4,550 | 359 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,557 | 356 | 0.2% | 0.2% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,612 | 351 | 0.04% | 0.04% | 239 | +5 | 0.31% | Q3 2026 | Oct 08, 2026 |
| Elm Partners Management LLC | History | No change | 1,529 | 349 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| HB Wealth Management, LLC | History | No change | 1,528 | 349 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,212 | 341 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,475 | 337 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 1,531 | 336 | 0.0% | 0.01% | 245 | -38 | -2.42% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 1,472 | 336 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,383 | 316 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,350 | 308 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,318 | 306 | 0.35% | 0.35% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 1,323 | 302 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 1,319 | 301 | 0.27% | 0.27% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,315 | 300 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,291 | 295 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,270 | 290 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | No change | 1,253 | 286 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 1,295 | 282 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Simmons Bank | History | No change | 1,224 | 280 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,227 | 280 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,230 | 278 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,204 | 275 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 1,193 | 273 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McGuire Investment Group, LLC | History | No change | 1,175 | 268 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 1,169 | 267 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,161 | 265 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | No change | 1,162 | 265 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 1,146 | 262 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CX Institutional | History | Reduced | 1,191 | 260 | 0.01% | 0.01% | 266 | -65 | -5.18% | Q3 2026 | Oct 02, 2026 |
| RBA Wealth Management, LLC | History | No change | 1,128 | 258 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,090 | 249 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,088 | 248 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 1,100 | 247 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 1,077 | 246 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 1,068 | 244 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 1,062 | 242 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,051 | 240 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RCW Management, LLC | History | No change | 1,049 | 240 | 0.22% | 0.22% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 1,046 | 239 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,044 | 238 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,031 | 235 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Trust | History | No change | 1,015 | 232 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 1,004 | 229 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | No change | 1,000 | 228 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthSpring Partners, LLC | History | No change | 1,000 | 228 | 0.2% | 0.2% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurley Capital, LLC | History | No change | 991 | 226 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intrua Financial, LLC | History | No change | 985 | 225 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 986 | 225 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 980 | 224 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 981 | 221 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | No change | 968 | 221 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 968 | 221 | 0.33% | 0.33% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 959 | 219 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 934 | 213 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jacobs Equity LLC | History | No change | 927 | 212 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 923 | 211 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Wealth Network Inc. | History | No change | 920 | 210 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 917 | 209 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hegarty Advisors, LLC | History | No change | 914 | 209 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Idaho Trust Co | History | No change | 903 | 206 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EFG International AG | History | No change | 848 | 194 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 160 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GFS Advisors, LLC | History | No change | 21,325 | 160 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 660 | 151 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 620 | 141 | 0.06% | 0.06% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 700 | 139 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 601 | 137 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 602 | 137 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CDKV HOLDINGS LLC | History | No change | 582 | 133 | 0.1% | 0.1% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advocate Investing Services LLC | History | No change | 571 | 130 | 0.1% | 0.1% | 307 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 562 | 128 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 541 | 124 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 546 | 123 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 536 | 122 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 523 | 119 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 515 | 117 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 511 | 116 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 500 | 114 | 0.06% | 0.06% | 315 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 486 | 111 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | No change | 473 | 108 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 450 | 102 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 448 | 102 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 444 | 101 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 445 | 101 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 437 | 99 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 409 | 93 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 385 | 88 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 366 | 83 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 360 | 82 | 0.04% | 0.04% | 326 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST HORIZON CORP | History | No change | 334 | 76 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 322 | 73 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 313 | 71 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coastline Trust Co | History | No change | 325 | 70 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 301 | 69 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 276 | 63 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 300 | 62 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 254 | 58 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 252 | 57 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | Reduced | 252 | 54 | 0.03% | 0.03% | 336 | -10 | -3.82% | Q3 2026 | Oct 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 225 | 51 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | No change | 222 | 50 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | No change | 218 | 49 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regatta Research & Money Management | History | No change | 208 | 47 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 203 | 46 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key FInancial Inc | History | No change | 196 | 44 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concord Wealth Partners | History | No change | 185 | 42 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 186 | 42 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 182 | 41 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 181 | 41 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 182 | 41 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 175 | 40 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | No change | 171 | 39 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 156 | 35 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 146 | 33 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 139 | 31 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 125 | 29 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 131 | 29 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 125 | 28 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 118 | 26 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 105 | 24 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 104 | 23 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harborfront Financial Group LLC | History | No change | 104 | 23 | 0.09% | 0.09% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAYBAN | History | No change | 102 | 23 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | No change | 95 | 22 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 22 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 96 | 21 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 96 | 20 | 0.01% | 0.01% | 365 | -7 | -6.8% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 89 | 20 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 86 | 19 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 81 | 18 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 75 | 17 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 78 | 17 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 75 | 17 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | No change | 77 | 17 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 70 | 16 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 70 | 16 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 70 | 16 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 71 | 16 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Breakwater Investment Management | History | No change | 65 | 14 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 63 | 14 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 58 | 13 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 58 | 13 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 54 | 12 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 55 | 12 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 49 | 11 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Costello Asset Management, INC | History | No change | 49 | 11 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | No change | 52 | 11 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 51 | 11 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 50 | 11 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Graney & King, LLC | History | No change | 52 | 11 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 11 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 45 | 10 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 44 | 10 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 40 | 9 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 42 | 9 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 40 | 9 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 42 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | No change | 38 | 8 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 36 | 8 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fortis Group Advisors, LLC | History | No change | 31 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Founders Financial Alliance, LLC | History | No change | 33 | 7 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 6 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 28 | 6 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atomic Invest LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| SouthState Bank Corp | History | No change | 25 | 5 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 22 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 24 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 23 | 5 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Olistico Wealth, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 24 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 18 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Asset Dedication, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 16 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abound Wealth Management | History | No change | 17 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11 | 2 | 0.0% | 0.0% | 422 | -13 | -54.17% | Q3 2026 | Oct 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 11 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Founders Capital Management | History | No change | 12 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFSG, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |