VANGUARD INDEX FUNDS - VBK
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.
Details.
Showing first 300 of
1,288 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 8,482,761 | 3,102,145 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,007,340 | 734,085 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,608,348 | 588,172 | 1.01% | 1.01% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,020,017 | 373,020 | 1.43% | 1.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 982,654 | 359,366 | 0.32% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 915,761 | 334,893 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 825,425 | 301,857 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 765,614 | 279,985 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 679,026 | 248,319 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 648,466 | 237,144 | 2.07% | 2.07% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cohen Klingenstein LLC | History | No change | 641,022 | 234,421 | 6.71% | 6.71% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 638,366 | 228,317 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 612,769 | 224,068 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 538,400 | 196,892 | 1.46% | 1.46% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 535,483 | 195,825 | 2.15% | 2.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 505,429 | 184,871 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 476,329 | 174,193 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 456,269 | 166,857 | 0.49% | 0.49% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 439,364 | 160,675 | 0.15% | 0.15% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 406,755 | 148,749 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 375,004 | 137,139 | 1.31% | 1.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 373,109 | 136,446 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 340,130 | 124,385 | 0.43% | 0.43% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 330,779 | 121,081 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 326,837 | 119,524 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 322,843 | 118,064 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 319,268 | 116,756 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 296,997 | 108,611 | 3.27% | 3.27% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 268,681 | 98,256 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 228,047 | 82,421 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| St. Louis Trust Co | History | No change | 3,648 | 81,590 | 9.32% | 9.32% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 218,136 | 79,772 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 205,004 | 74,969 | 0.41% | 0.41% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 204,648 | 74,839 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 196,613 | 71,901 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 193,066 | 70,604 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 200,771 | 68,759 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Howard Capital Management, LLC | History | No change | 183,200 | 66,996 | 0.8% | 0.8% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 181,979 | 66,574 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 170,183 | 62,235 | 0.29% | 0.29% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 156,872 | 57,368 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 149,149 | 54,543 | 3.08% | 3.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 148,109 | 54,168 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 140,559 | 51,402 | 0.58% | 0.58% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 140,393 | 51,341 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 139,930 | 51,172 | 1.37% | 1.37% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers & Associates, LTD | History | No change | 137,533 | 50,295 | 4.56% | 4.56% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 136,150 | 49,792 | 0.27% | 0.27% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 135,738 | 49,639 | 3.48% | 3.48% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Day In July LLC | History | No change | 131,643 | 48,141 | 3.35% | 3.35% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 124,773 | 45,626 | 3.06% | 3.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 123,901 | 45,310 | 4.05% | 4.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Financial Advisors, LLC | History | No change | 114,217 | 41,769 | 5.03% | 5.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 113,480 | 41,499 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 102,047 | 37,323 | 1.29% | 1.29% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brickley Wealth Management | History | No change | 101,567 | 37,143 | 5.33% | 5.33% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 100,187 | 36,638 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 96,959 | 35,458 | 1.8% | 1.8% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 94,262 | 34,471 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 93,475 | 34,184 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 89,369 | 32,682 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BHK Investment Advisors, LLC | History | No change | 86,081 | 31,479 | 9.4% | 9.4% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 85,159 | 31,142 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 84,721 | 30,982 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 84,243 | 30,771 | 0.81% | 0.81% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vision Capital Management, Inc. | History | No change | 84,065 | 30,742 | 3.51% | 3.51% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 78,324 | 28,643 | 4.78% | 4.78% | 67 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,560 | 27,632 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 77,969 | 27,615 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 73,173 | 26,759 | 0.32% | 0.32% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | No change | 72,761 | 26,608 | 1.63% | 1.63% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 72,415 | 26,482 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 70,499 | 25,781 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 70,012 | 25,603 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 69,585 | 25,447 | 0.25% | 0.25% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 72,220 | 25,217 | 1.8% | 1.8% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Partners in Financial Planning | History | No change | 66,268 | 24,234 | 3.67% | 3.67% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65,040 | 23,785 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 64,985 | 23,765 | 1.32% | 1.32% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 62,476 | 22,847 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 60,854 | 22,265 | 0.2% | 0.2% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Robinswood Financial LLC | History | No change | 59,919 | 21,912 | 6.28% | 6.28% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McAdam, LLC | History | No change | 58,684 | 21,460 | 0.83% | 0.83% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Management Group, Inc. | History | No change | 57,788 | 21,133 | 3.09% | 3.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 57,740 | 21,115 | 0.69% | 0.69% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Management, Inc. | History | No change | 57,180 | 20,910 | 3.01% | 3.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RS CRUM INC. | History | No change | 54,988 | 20,109 | 3.77% | 3.77% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 54,594 | 19,965 | 3.06% | 3.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Systelligence, LLC | History | No change | 53,847 | 19,691 | 3.29% | 3.29% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 53,151 | 19,437 | 2.47% | 2.47% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 51,662 | 18,893 | 3.26% | 3.26% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vawter Financial, Ltd. | History | No change | 51,083 | 18,681 | 7.04% | 7.04% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 50,579 | 18,497 | 0.21% | 0.21% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 50,496 | 18,463 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 50,479 | 18,460 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 49,306 | 18,031 | 0.45% | 0.45% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 49,248 | 18,010 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 47,956 | 17,537 | 0.54% | 0.54% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 47,936 | 17,530 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 47,871 | 17,506 | 2.77% | 2.77% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 47,366 | 17,321 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,227 | 17,270 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 46,677 | 17,069 | 4.55% | 4.55% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 45,395 | 16,600 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 45,090 | 16,489 | 0.88% | 0.88% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 44,660 | 16,332 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 44,485 | 16,268 | 0.4% | 0.4% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mechanics Bank Trust Department | History | No change | 43,917 | 16,060 | 1.99% | 1.99% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | No change | 43,589 | 15,934 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 42,841 | 15,667 | 0.41% | 0.41% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FC Advisory LLC | History | No change | 42,409 | 15,509 | 4.11% | 4.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Veery Capital, LLC | History | No change | 41,562 | 15,199 | 4.08% | 4.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 41,855 | 15,165 | 1.74% | 1.74% | 113 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 41,174 | 15,057 | 0.91% | 0.91% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garde Capital, Inc. | History | No change | 40,289 | 14,733 | 0.66% | 0.66% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Penserra Capital Management LLC | History | No change | 40,172 | 14,690 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobsen Capital Management | History | No change | 39,584 | 14,475 | 4.23% | 4.23% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 38,990 | 14,259 | 3.62% | 3.62% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 38,905 | 14,227 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 38,550 | 14,097 | 0.25% | 0.25% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Adventist Health System/ West | History | No change | 38,149 | 13,951 | 2.19% | 2.19% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,090 | 13,929 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Strategic Investment Advisors / MI | History | No change | 37,986 | 13,891 | 0.84% | 0.84% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 36,035 | 13,177 | 0.14% | 0.14% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 35,984 | 13,159 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 35,730 | 13,066 | 8.17% | 8.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Thrive Capital Management, LLC | History | No change | 35,547 | 12,999 | 2.45% | 2.45% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 35,505 | 12,984 | 0.63% | 0.63% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 34,410 | 12,584 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 33,897 | 12,396 | 2.09% | 2.09% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 33,773 | 12,350 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Performance Wealth Partners, LLC | History | No change | 33,537 | 12,264 | 0.3% | 0.3% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 33,370 | 12,203 | 1.02% | 1.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 33,134 | 12,117 | 1.14% | 1.14% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,100 | 12,104 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co of the South | History | No change | 32,358 | 11,833 | 1.67% | 1.67% | 136 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Marion Wealth Management | History | No change | 32,271 | 11,801 | 2.4% | 2.4% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 32,030 | 11,713 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Performa Ltd (US), LLC | History | No change | 31,759 | 11,614 | 1.87% | 1.87% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 31,689 | 11,588 | 2.43% | 2.43% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 31,589 | 11,552 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN ADVISORY INC | History | No change | 30,110 | 11,011 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 29,924 | 10,943 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 29,920 | 10,941 | 2.87% | 2.87% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 29,829 | 10,908 | 5.85% | 5.85% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 29,746 | 10,878 | 1.32% | 1.32% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 29,523 | 10,796 | 5.79% | 5.79% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 29,317 | 10,721 | 0.28% | 0.28% | 148 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 29,015 | 10,610 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Black Diamond Financial, LLC | History | No change | 28,893 | 10,566 | 0.93% | 0.93% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Towerpoint Wealth, LLC | History | No change | 28,768 | 10,520 | 3.64% | 3.64% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Management Associates, Inc | History | No change | 28,535 | 10,435 | 2.1% | 2.1% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 28,382 | 10,379 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 28,266 | 10,336 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 28,114 | 10,281 | 0.22% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,569 | 10,082 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Alpha, LLC | History | No change | 27,456 | 10,041 | 0.25% | 0.25% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellington Grp LLC | History | No change | 27,334 | 9,996 | 2.64% | 2.64% | 158 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 27,200 | 9,947 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 27,098 | 9,909 | 4.43% | 4.43% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 27,000 | 9,874 | 0.36% | 0.36% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 26,359 | 9,639 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 26,188 | 9,576 | 0.23% | 0.23% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHERN TRUST CORP | History | No change | 26,102 | 9,545 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carolina Wealth Management Inc | History | No change | 25,579 | 9,354 | 4.3% | 4.3% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 24,941 | 9,120 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 24,929 | 9,116 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WP Advisors, LLC | History | No change | 24,824 | 9,078 | 2.2% | 2.2% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NFSG Corp | History | No change | 24,547 | 8,976 | 1.11% | 1.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 24,502 | 8,960 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 24,399 | 8,922 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 24,366 | 8,910 | 0.49% | 0.49% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 23,986 | 8,771 | 3.19% | 3.19% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 23,961 | 8,762 | 0.39% | 0.39% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,921 | 8,748 | 0.13% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | No change | 23,806 | 8,705 | 0.14% | 0.14% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 23,601 | 8,631 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 23,596 | 8,629 | 1.83% | 1.83% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Junk Investment Group, LLC | History | No change | 23,371 | 8,546 | 3.78% | 3.78% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 23,265 | 8,507 | 2.08% | 2.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 23,025 | 8,420 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisors Network, Inc. | History | No change | 22,694 | 8,299 | 1.02% | 1.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clayton Financial Group LLC | History | No change | 22,375 | 8,182 | 4.52% | 4.52% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Everhart Financial Group, Inc. | History | No change | 22,179 | 8,110 | 0.52% | 0.52% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SkyOak Wealth, LLC | History | No change | 21,886 | 8,003 | 1.31% | 1.31% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SWAN Capital LLC | History | No change | 21,783 | 7,966 | 2.73% | 2.73% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | No change | 21,151 | 7,734 | 0.22% | 0.22% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | No change | 20,779 | 7,599 | 0.22% | 0.22% | 188 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Talon Private Wealth, LLC | History | No change | 20,720 | 7,577 | 0.89% | 0.89% | 189 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 20,533 | 7,508 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 20,495 | 7,495 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 20,030 | 7,324 | 0.34% | 0.34% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meramec Financial Planners, LLC | History | No change | 20,989 | 7,215 | 2.64% | 2.64% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 23,848 | 7,204 | 6.16% | 6.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 19,695 | 7,202 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Retirement Advice LLC | History | No change | 19,585 | 7,162 | 4.9% | 4.9% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 19,478 | 7,123 | 0.63% | 0.63% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 19,400 | 7,094 | 0.81% | 0.81% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Serenity Investment Advisors | History | No change | 19,906 | 7,089 | 3.02% | 3.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 20,235 | 6,971 | 0.14% | 0.14% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Planning, Inc. | History | No change | 18,831 | 6,886 | 1.58% | 1.58% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brookstone Capital Management | History | No change | 18,800 | 6,875 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,741 | 6,853 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 18,745 | 6,835 | 0.69% | 0.69% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leeward Financial Partners, LLC | History | No change | 18,618 | 6,808 | 1.79% | 1.79% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 22,449 | 6,785 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 19,610 | 6,757 | 2.65% | 2.65% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | No change | 18,423 | 6,737 | 0.2% | 0.2% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 18,424 | 6,737 | 3.37% | 3.37% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wolff Financial Management LLC | History | No change | 18,364 | 6,715 | 1.34% | 1.34% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,310 | 6,696 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 17,682 | 6,466 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 17,670 | 6,461 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 17,632 | 6,447 | 0.31% | 0.31% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Councilor Wealth, LLC | History | No change | 17,623 | 6,444 | 2.61% | 2.61% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Point Inc. | History | No change | 17,172 | 6,279 | 0.53% | 0.53% | 216 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 17,163 | 6,276 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 17,006 | 6,219 | 0.13% | 0.13% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 16,880 | 6,173 | 0.11% | 0.11% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 16,811 | 6,147 | 0.25% | 0.25% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,763 | 6,129 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 16,724 | 6,116 | 0.29% | 0.29% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Zeit Capital LLC | History | No change | 16,722 | 6,115 | 3.69% | 3.69% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 16,592 | 6,067 | 0.41% | 0.41% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 16,589 | 6,066 | 1.22% | 1.22% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | No change | 16,526 | 6,043 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 16,214 | 5,929 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 16,183 | 5,918 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,131 | 5,899 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 16,109 | 5,891 | 0.35% | 0.35% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 16,085 | 5,882 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Seek First Inc. | History | No change | 16,084 | 5,881 | 3.71% | 3.71% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 15,728 | 5,751 | 0.33% | 0.33% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIGHTON JONES LLC | History | No change | 15,564 | 5,691 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 15,563 | 5,691 | 0.4% | 0.4% | 235 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essential Planning, LLC. | History | No change | 15,534 | 5,680 | 1.61% | 1.61% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 15,418 | 5,638 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 15,303 | 5,596 | 4.08% | 4.08% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Accel Wealth Management | History | No change | 15,139 | 5,536 | 1.25% | 1.25% | 239 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 15,012 | 5,489 | 0.92% | 0.92% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 14,847 | 5,429 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 14,761 | 5,398 | 0.08% | 0.08% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Portside Wealth Group, LLC | History | No change | 14,675 | 5,366 | 0.63% | 0.63% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 14,562 | 5,325 | 1.83% | 1.83% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14,693 | 5,310 | 0.17% | 0.17% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 14,668 | 5,301 | 0.28% | 0.28% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 14,461 | 5,288 | 4.15% | 4.15% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 14,096 | 5,154 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 14,039 | 5,133 | 3.15% | 3.15% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 14,005 | 5,121 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,992 | 5,117 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 13,799 | 5,046 | 3.28% | 3.28% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ally Invest Advisors Inc. | History | No change | 13,747 | 5,027 | 0.3% | 0.3% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 13,624 | 4,982 | 0.54% | 0.54% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 13,616 | 4,979 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | No change | 13,525 | 4,946 | 0.74% | 0.74% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST HORIZON CORP | History | No change | 13,517 | 4,943 | 0.19% | 0.19% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Members Trust Co | History | No change | 13,480 | 4,929 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 13,478 | 4,928 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WARNER FINANCIAL, INC | History | No change | 13,156 | 4,811 | 1.41% | 1.41% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 13,052 | 4,773 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hilltop National Bank | History | No change | 12,956 | 4,738 | 1.01% | 1.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Acropolis Investment Management, LLC | History | No change | 12,828 | 4,691 | 0.19% | 0.19% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Martel Wealth Advisors LLC | History | No change | 12,427 | 4,544 | 0.71% | 0.71% | 264 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fluent Financial, LLC | History | No change | 12,345 | 4,514 | 1.61% | 1.61% | 265 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verdence Capital Advisors LLC | History | No change | 12,240 | 4,476 | 0.23% | 0.23% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TAGStone Capital, Inc. | History | No change | 12,110 | 4,428 | 1.41% | 1.41% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curbstone Financial Management Corp | History | No change | 12,080 | 4,417 | 0.75% | 0.75% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 12,042 | 4,403 | 0.27% | 0.27% | 269 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Probity Advisors, Inc. | History | No change | 12,040 | 4,402 | 0.63% | 0.63% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bravera Wealth | History | No change | 12,001 | 4,388 | 1.68% | 1.68% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 11,879 | 4,344 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 11,738 | 4,292 | 0.24% | 0.24% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | No change | 11,659 | 4,263 | 0.11% | 0.11% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alpine Bank Wealth Management | History | No change | 11,614 | 4,247 | 0.54% | 0.54% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,557 | 4,226 | 0.18% | 0.18% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,360 | 4,154 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 11,271 | 4,121 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covington Investment Advisors Inc. | History | No change | 11,229 | 4,106 | 0.53% | 0.53% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,191 | 4,092 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 10,982 | 4,016 | 2.33% | 2.33% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 10,922 | 3,994 | 1.48% | 1.48% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIRE ADVISORS, LLC | History | No change | 10,921 | 3,993 | 0.65% | 0.65% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 10,890 | 3,982 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 11,078 | 3,981 | 2.15% | 2.15% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 10,591 | 3,873 | 1.75% | 1.75% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Trust Wealth Management LLC | History | No change | 10,593 | 3,873 | 2.67% | 2.67% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 10,585 | 3,870 | 0.51% | 0.51% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 10,499 | 3,839 | 3.1% | 3.1% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 10,452 | 3,822 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10,447 | 3,820 | 0.32% | 0.32% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10,439 | 3,817 | 0.26% | 0.26% | 292 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Falcon Wealth Planning | History | No change | 10,437 | 3,816 | 0.24% | 0.24% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,434 | 3,815 | 0.14% | 0.14% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,385 | 3,797 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 10,286 | 3,761 | 0.48% | 0.48% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,246 | 3,747 | 0.65% | 0.65% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 10,556 | 3,738 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,156 | 3,714 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 10,099 | 3,693 | 0.35% | 0.35% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |