VANGUARD INSTITUTIONAL INDEX FUNDS - VBIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WIT, LLC | History | No change | 5,483,220 | 414,970 | 6.63% | 6.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 3,821,836 | 289,236 | 10.38% | 10.38% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oxbow Advisors, LLC | History | No change | 2,473,459 | 187,191 | 15.21% | 15.21% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atomic Invest LLC | History | No change | 2,381,031 | 180,184 | 15.83% | 15.83% | 4 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| MORGAN STANLEY | History | No change | 2,295,655 | 173,735 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,038,414 | 154,267 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 2,015,129 | 152,504 | 7.46% | 7.46% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,417,380 | 107,267 | 2.26% | 2.26% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCS Capital Management LLC | History | No change | 1,375,765 | 104,117 | 0.98% | 0.98% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Randolph Co Inc | History | No change | 995,026 | 75,303 | 6.34% | 6.34% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 967,024 | 73,184 | 4.46% | 4.46% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FSA Investment Group, LLC | History | No change | 888,079 | 67,209 | 21.83% | 21.83% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | No change | 830,196 | 62,829 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 791,710 | 59,916 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 698,414 | 52,855 | 4.23% | 4.23% | 15 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 686,345 | 51,942 | 9.8% | 9.8% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BetterWealth, LLC | History | No change | 682,813 | 51,675 | 9.14% | 9.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREENHAVEN ASSOCIATES INC | History | No change | 662,000 | 50,100 | 0.58% | 0.58% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Family Manage LLC | History | No change | 639,028 | 48,361 | 4.96% | 4.96% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 629,035 | 47,605 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 606,182 | 45,875 | 1.23% | 1.23% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 600,000 | 45,408 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 570,543 | 43,178 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 477,767 | 36,157 | 5.7% | 5.7% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 477,000 | 36,099 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cypress Capital, LLC | History | No change | 454,572 | 34,402 | 9.3% | 9.3% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathway Financial Advisors LLC | History | No change | 412,146 | 31,125 | 3.63% | 3.63% | 27 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Apella Capital, LLC | History | No change | 411,969 | 31,111 | 0.44% | 0.44% | 28 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 393,282 | 29,763 | 5.77% | 5.77% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 375,921 | 28,449 | 2.23% | 2.23% | 30 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | No change | 359,477 | 27,205 | 0.13% | 0.13% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 345,541 | 26,150 | 10.0% | 10.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blume Capital Management, Inc. | History | No change | 337,853 | 25,568 | 3.74% | 3.74% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 337,174 | 25,517 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 333,308 | 25,224 | 2.14% | 2.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 320,743 | 24,273 | 1.38% | 1.38% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 316,787 | 23,974 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Red Wave Investments LLC | History | No change | 312,941 | 23,683 | 6.02% | 6.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 307,599 | 23,279 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 304,976 | 23,080 | 0.5% | 0.5% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 296,971 | 22,475 | 0.4% | 0.4% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 295,874 | 22,391 | 9.01% | 9.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fort Point Capital Partners LLC | History | No change | 294,437 | 22,283 | 1.55% | 1.55% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 291,022 | 22,024 | 3.68% | 3.68% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Goodman Financial Corp | History | No change | 278,340 | 21,064 | 3.26% | 3.26% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Pacific Advisors, LP | History | No change | 260,280 | 19,697 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 252,241 | 19,089 | 0.86% | 0.86% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 235,241 | 17,802 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gross & Hartman Investments LLC | History | No change | 232,718 | 17,612 | 7.78% | 7.78% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYKON CAPITAL LLC | History | No change | 228,655 | 17,304 | 5.33% | 5.33% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Delta Investment Management, LLC | History | No change | 220,015 | 16,650 | 2.74% | 2.74% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 218,774 | 16,556 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 216,777 | 16,405 | 3.25% | 3.25% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 215,300 | 16,293 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Miller Investment Management, LP | History | No change | 212,630 | 16,091 | 1.47% | 1.47% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 205,882 | 15,581 | 1.16% | 1.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 203,637 | 15,411 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossmore Private Capital | History | No change | 202,544 | 15,328 | 1.24% | 1.24% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JBR Co Financial Management Inc | History | No change | 196,853 | 14,897 | 5.44% | 5.44% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 194,532 | 14,722 | 0.5% | 0.5% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 192,880 | 14,597 | 0.94% | 0.94% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 189,195 | 14,318 | 4.92% | 4.92% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| eCIO, Inc. | History | No change | 171,059 | 12,945 | 3.64% | 3.64% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 170,790 | 12,925 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 167,513 | 12,677 | 4.17% | 4.17% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 164,210 | 12,427 | 1.59% | 1.59% | 66 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 162,810 | 12,321 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 157,454 | 11,916 | 0.65% | 0.65% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 149,475 | 11,312 | 11.14% | 11.14% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFP Financial Group LLC | History | No change | 146,162 | 11,061 | 4.95% | 4.95% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 138,941 | 10,515 | 0.37% | 0.37% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenline Partners, LLC | History | No change | 138,816 | 10,505 | 1.07% | 1.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 137,700 | 10,421 | 2.6% | 2.6% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GenTrust, LLC | History | No change | 136,655 | 10,342 | 0.4% | 0.4% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 134,338 | 10,166 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 134,319 | 10,165 | 1.65% | 1.65% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 134,034 | 10,143 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 131,228 | 9,931 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | No change | 123,662 | 9,358 | 0.57% | 0.57% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lakewood Asset Management LLC | History | No change | 122,017 | 9,234 | 5.07% | 5.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 121,657 | 9,204 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Global Investments | History | No change | 117,967 | 8,928 | 0.49% | 0.49% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 114,851 | 8,691 | 4.49% | 4.49% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LRI Investments, LLC | History | No change | 113,999 | 8,627 | 0.69% | 0.69% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassilly Financial Group LLC | History | No change | 113,821 | 8,613 | 6.25% | 6.25% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 112,943 | 8,547 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 111,335 | 8,425 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 108,306 | 8,200 | 0.6% | 0.63% | 88 | -1,774 | -1.61% | Q3 2026 | Oct 01, 2026 |
| HighTower Advisors, LLC | History | No change | 104,631 | 7,918 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 102,072 | 7,724 | 5.16% | 5.16% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambria Investment Management, L.P. | History | No change | 102,045 | 7,701 | 0.38% | 0.38% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 101,352 | 7,670 | 3.06% | 3.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 100,758 | 7,625 | 0.83% | 0.83% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 92,693 | 7,015 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 92,559 | 7,004 | 0.47% | 0.47% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 91,267 | 6,907 | 1.3% | 1.3% | 96 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Creative Planning | History | No change | 87,833 | 6,647 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 86,773 | 6,566 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Foundry Financial LLC | History | No change | 83,378 | 6,310 | 2.13% | 2.13% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greenspring Advisors, LLC | History | No change | 82,947 | 6,277 | 0.35% | 0.35% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 82,836 | 6,269 | 0.41% | 0.41% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFW Advisors LLC | History | No change | 81,692 | 6,182 | 1.8% | 1.8% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 80,444 | 6,088 | 0.69% | 0.69% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 78,806 | 5,964 | 3.17% | 3.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| XP Advisory US, Inc. | History | No change | 77,252 | 5,846 | 3.2% | 3.2% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MRWM Advisors, LLC | History | No change | 76,446 | 5,785 | 2.38% | 2.38% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 72,934 | 5,519 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 72,296 | 5,471 | 1.97% | 1.97% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 70,855 | 5,362 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 69,798 | 5,282 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manuka Financial, LLC | History | No change | 68,054 | 5,150 | 2.67% | 2.67% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TPG Advisors LLC | History | No change | 66,243 | 5,013 | 2.75% | 2.75% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robinswood Financial LLC | History | No change | 66,157 | 5,006 | 1.43% | 1.43% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 65,417 | 4,950 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Unison Advisors LLC | History | No change | 65,038 | 4,922 | 0.34% | 0.34% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burton Enright Welch | History | No change | 63,128 | 4,777 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alchemi Wealth, LLC | History | No change | 62,839 | 4,755 | 2.23% | 2.23% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 61,799 | 4,676 | 3.09% | 3.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 61,721 | 4,671 | 2.32% | 2.32% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWA Asset Management Group, LLC | History | No change | 60,593 | 4,585 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 59,358 | 4,492 | 1.57% | 1.57% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 58,774 | 4,448 | 0.44% | 0.44% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beckerman Institutional, LLC | History | No change | 57,635 | 4,361 | 2.08% | 2.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 56,886 | 4,305 | 0.14% | 0.14% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Advisors, LLC | History | No change | 56,089 | 4,244 | 1.99% | 1.99% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Wealth Management, Inc. | History | No change | 54,508 | 4,125 | 2.03% | 2.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 54,425 | 4,118 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pines Wealth Management, LLC | History | No change | 54,158 | 4,098 | 1.18% | 1.18% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLC Capital Advisors | History | No change | 53,418 | 4,042 | 0.65% | 0.65% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Zhang Financial LLC | History | No change | 53,135 | 4,021 | 0.12% | 0.12% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Journey Advisory Group, LLC | History | No change | 52,970 | 4,008 | 0.31% | 0.31% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 52,819 | 3,997 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 51,067 | 3,864 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 50,912 | 3,853 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 49,656 | 3,757 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 48,412 | 3,664 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 47,130 | 3,566 | 1.2% | 1.2% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 46,017 | 3,482 | 1.56% | 1.56% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TFO Wealth Partners, LLC | History | No change | 45,804 | 3,466 | 0.38% | 0.38% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Level Wealth Management LLC | History | No change | 45,291 | 3,427 | 1.37% | 1.37% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CRA Financial Services, LLC | History | No change | 45,155 | 3,417 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 44,809 | 3,391 | 0.21% | 0.21% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Adams Wealth Management | History | No change | 41,629 | 3,150 | 0.6% | 0.6% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 41,629 | 3,150 | 0.51% | 0.51% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 41,466 | 3,138 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 40,554 | 3,069 | 0.27% | 0.27% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 40,396 | 3,057 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 39,700 | 3,004 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 39,077 | 2,957 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Planning Center, Inc. | History | No change | 38,435 | 2,908 | 0.27% | 0.27% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 38,152 | 2,887 | 0.71% | 0.71% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 37,671 | 2,850 | 0.36% | 0.36% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sage Capital Advisors,llc | History | No change | 37,330 | 2,825 | 0.59% | 0.59% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NavPoint Financial, Inc. | History | No change | 37,316 | 2,824 | 1.05% | 1.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Planned Solutions, Inc. | History | No change | 36,675 | 2,775 | 0.8% | 0.8% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TAGStone Capital, Inc. | History | No change | 36,623 | 2,771 | 0.88% | 0.88% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 35,983 | 2,723 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arrowroot Family Office, LLC | History | No change | 34,822 | 2,635 | 0.75% | 0.75% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luminvest Wealth Management LLC | History | No change | 34,273 | 2,593 | 0.6% | 0.6% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | No change | 33,779 | 2,556 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 33,643 | 2,546 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 33,271 | 2,517 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 33,061 | 2,502 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | No change | 32,819 | 2,483 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 32,802 | 2,482 | 0.83% | 0.83% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meredith Wealth Planning | History | No change | 32,003 | 2,421 | 0.57% | 0.57% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 31,778 | 2,405 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Obermeyer Wealth Partners | History | No change | 31,082 | 2,352 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 30,448 | 2,304 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 30,037 | 2,273 | 1.25% | 1.25% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quaker Wealth Management, LLC | History | No change | 30,034 | 2,272 | 0.66% | 0.66% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 28,901 | 2,187 | 0.18% | 0.18% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 28,753 | 2,176 | 0.25% | 0.25% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 28,709 | 2,172 | 0.92% | 0.92% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 28,240 | 2,137 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Northstar Group, Inc. | History | No change | 28,205 | 2,134 | 0.27% | 0.27% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,216 | 2,059 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CENTRAL TRUST Co | History | No change | 26,557 | 2,009 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,349 | 1,994 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Factor Wealth Management LTD | History | No change | 26,163 | 1,980 | 0.3% | 0.3% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 25,874 | 1,955 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 24,826 | 1,878 | 1.29% | 1.29% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hudson Value Partners, LLC | History | No change | 24,783 | 1,875 | 0.47% | 0.47% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Unconventional Investor, LLC | History | No change | 24,548 | 1,857 | 0.77% | 0.77% | 184 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | No change | 24,291 | 1,838 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 24,272 | 1,836 | 0.46% | 0.46% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 24,122 | 1,825 | 1.04% | 1.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | No change | 23,206 | 1,753 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sunpointe, LLC | History | No change | 22,950 | 1,736 | 0.49% | 0.49% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 22,510 | 1,703 | 0.51% | 0.51% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ABLE Financial Group, LLC | History | No change | 22,196 | 1,679 | 0.28% | 0.28% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 22,045 | 1,668 | 1.02% | 1.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Astra Wealth Partners LLC | History | No change | 21,468 | 1,624 | 0.86% | 0.86% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21,300 | 1,612 | 0.16% | 0.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,782 | 1,572 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisory Services, LLC | History | No change | 20,767 | 1,571 | 1.11% | 1.11% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 20,171 | 1,526 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 19,929 | 1,508 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEN Financial Management, INC. | History | No change | 19,836 | 1,501 | 0.9% | 0.9% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 19,820 | 1,499 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 19,664 | 1,488 | 0.27% | 0.27% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 19,560 | 1,480 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,283 | 1,459 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,216 | 1,454 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 19,210 | 1,453 | 0.28% | 0.28% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,170 | 1,450 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HEADINVEST, LLC | History | No change | 19,064 | 1,442 | 0.27% | 0.27% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farrell Financial LLC | History | No change | 18,734 | 1,417 | 0.77% | 0.77% | 208 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 18,524 | 1,401 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 18,524 | 1,401 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Symmetry Partners, LLC | History | No change | 18,496 | 1,399 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vision Capital Management, Inc. | History | No change | 18,465 | 1,397 | 0.16% | 0.16% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 18,292 | 1,384 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 18,196 | 1,377 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Thrive Wealth Management, LLC | History | No change | 18,185 | 1,376 | 0.17% | 0.17% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | No change | 18,166 | 1,374 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 17,895 | 1,354 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Choate Investment Advisors | History | No change | 17,719 | 1,340 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Morton Capital Management LLC/CA | History | No change | 17,190 | 1,300 | 0.18% | 0.18% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,851 | 1,275 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 16,850 | 1,275 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 16,707 | 1,264 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 16,621 | 1,257 | 0.76% | 0.76% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Successful Portfolios LLC | History | No change | 16,270 | 1,229 | 0.57% | 0.57% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mills Wealth Advisors LLC | History | No change | 16,058 | 1,215 | 0.38% | 0.38% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | No change | 16,037 | 1,213 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 15,775 | 1,194 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FCA CORP /TX | History | No change | 15,580 | 1,179 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 15,031 | 1,137 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 14,813 | 1,121 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wrenne Financial Planning LLC | History | No change | 14,783 | 1,118 | 0.38% | 0.38% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family CFO Inc | History | No change | 14,528 | 1,099 | 0.42% | 0.42% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 13,500 | 1,021 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 13,374 | 1,012 | 0.09% | 0.09% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 13,293 | 1,006 | 0.71% | 0.71% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lunt Capital Management, Inc. | History | No change | 13,247 | 1,002 | 0.37% | 0.37% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,200 | 998 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | No change | 13,200 | 998 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Verus Financial Partners, Inc. | History | No change | 13,103 | 991 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BURNEY CO/ | History | No change | 13,067 | 988 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Landmark Wealth Management, LLC | History | No change | 13,027 | 985 | 0.24% | 0.24% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Financial Advisors LLC | History | No change | 13,012 | 984 | 0.89% | 0.89% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 12,971 | 981 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,886 | 975 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HB Wealth Management, LLC | History | No change | 12,866 | 973 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,763 | 965 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Index Fund Advisors, Inc. | History | No change | 12,563 | 950 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| V2 Financial group LLC | History | No change | 12,284 | 929 | 0.35% | 0.35% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gambit Capital Management, LLC | History | No change | 12,131 | 918 | 0.53% | 0.53% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 12,094 | 915 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 12,027 | 910 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,836 | 895 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EJMK Ventures LLC | History | No change | 11,833 | 895 | 0.41% | 0.41% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobs Equity LLC | History | No change | 11,779 | 891 | 0.62% | 0.62% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 11,697 | 885 | 0.14% | 0.14% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWC Advisors, LLC. | History | No change | 11,411 | 863 | 0.38% | 0.38% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Partners in Financial Planning | History | No change | 11,250 | 851 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 10,978 | 830 | 0.5% | 0.5% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bulwark Capital Corp | History | No change | 10,795 | 816 | 0.46% | 0.46% | 259 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Baskin Financial Services Inc. | History | No change | 10,577 | 800 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 10,400 | 787 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,278 | 777 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,171 | 769 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 9,836 | 744 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elm3 Financial Group, LLC | History | No change | 9,820 | 743 | 0.51% | 0.51% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 9,776 | 739 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compass Wealth Management LLC | History | No change | 9,748 | 737 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TMB Capital Partners, LLC | History | No change | 9,440 | 714 | 0.22% | 0.22% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,416 | 712 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Emerald Advisors, LLC | History | No change | 9,363 | 708 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 9,258 | 700 | 0.51% | 0.51% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 9,240 | 699 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focused Wealth Management, Inc | History | No change | 9,099 | 688 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essex LLC | History | No change | 9,091 | 688 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 8,344 | 631 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Financial Corp/CA | History | No change | 8,298 | 628 | 0.18% | 0.18% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quartz Partners, LLC | History | No change | 8,284 | 626 | 0.21% | 0.21% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worth Asset Management, LLC | History | No change | 8,238 | 623 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,223 | 622 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,166 | 618 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verum Partners LLC | History | No change | 7,917 | 599 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,880 | 596 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hopwood Nicholas Hunter | History | No change | 7,715 | 583 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Grove Capital, LLC | History | No change | 7,620 | 576 | 0.08% | 0.08% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 7,600 | 575 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,528 | 570 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bay Rivers Group | History | No change | 7,544 | 570 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EASTERN BANK | History | No change | 7,220 | 546 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,108 | 537 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archford Capital Strategies, LLC | History | No change | 7,058 | 534 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneva Partners, LLC | History | No change | 6,995 | 529 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 6,864 | 519 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pictet North America Advisors SA | History | No change | 6,800 | 514 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,787 | 513 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 6,559 | 496 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,369 | 481 | 0.29% | 0.29% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,285 | 475 | 0.3% | 0.3% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 6,122 | 463 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurelius Family Office LLC | History | No change | 6,127 | 463 | 0.18% | 0.18% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,107 | 462 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |