VANGUARD MALVERN FUNDS - VCRB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | History | No change | 11,340,350 | 863,794 | 16.38% | 16.38% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,727,598 | 442,357 | 5.91% | 5.91% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advance Capital Management, Inc. | History | No change | 3,854,514 | 297,694 | 9.62% | 9.62% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,393,668 | 262,102 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,918,533 | 225,405 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,345,516 | 181,150 | 3.03% | 3.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEPC LLC | History | No change | 2,299,200 | 177,573 | 3.31% | 3.31% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martel Wealth Advisors LLC | History | No change | 1,672,614 | 129,180 | 20.32% | 20.32% | 8 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 1,574,720 | 121,619 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 1,374,618 | 106,165 | 7.7% | 7.7% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 1,297,437 | 100,204 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 1,138,506 | 87,929 | 17.48% | 17.48% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,080,904 | 83,481 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verum Partners LLC | History | No change | 1,067,008 | 82,407 | 12.32% | 12.32% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,063,179 | 82,112 | 3.01% | 3.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 961,921 | 74,291 | 3.25% | 3.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 894,661 | 69,097 | 10.26% | 10.26% | 17 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Heartland Bank & Trust Co | History | No change | 838,371 | 64,749 | 13.4% | 13.4% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 770,284 | 59,491 | 0.46% | 0.46% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 727,196 | 56,163 | 1.64% | 1.64% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Magnolia Wealth Management, LLC | History | No change | 716,770 | 55,358 | 28.98% | 28.98% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 691,674 | 53,419 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 655,898 | 50,656 | 2.6% | 2.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 632,969 | 48,885 | 11.69% | 11.69% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 594,901 | 45,945 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tilson Financial Group, Inc. | History | No change | 585,536 | 45,222 | 12.44% | 12.44% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 553,912 | 42,780 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HUB Investment Partners, LLC | History | No change | 552,085 | 42,639 | 0.77% | 0.77% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essex LLC | History | No change | 545,388 | 42,121 | 6.39% | 6.39% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mills Wealth Advisors LLC | History | No change | 513,604 | 39,667 | 12.49% | 12.49% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tull Financial Group, Inc. | History | No change | 503,147 | 38,859 | 15.21% | 15.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 499,984 | 38,615 | 2.36% | 2.36% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 484,453 | 37,415 | 4.07% | 4.07% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 464,660 | 35,886 | 11.47% | 11.47% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rise Advisors, LLC | History | No change | 459,797 | 35,511 | 9.99% | 9.99% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alaethes Wealth, LLC | History | No change | 452,682 | 34,961 | 10.15% | 10.15% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 438,604 | 33,874 | 5.32% | 5.32% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 431,363 | 33,315 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 423,553 | 32,712 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 420,558 | 32,480 | 6.9% | 6.9% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 421,187 | 32,378 | 4.7% | 4.7% | 41 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SACHEM HILL LLC | History | No change | 417,284 | 32,227 | 5.73% | 5.73% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 402,952 | 31,121 | 15.95% | 15.95% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 402,406 | 31,078 | 7.2% | 7.2% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 387,776 | 29,949 | 9.29% | 9.29% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SoundView Advisors Inc. | History | No change | 384,228 | 29,674 | 9.67% | 9.67% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 381,880 | 29,493 | 8.29% | 8.29% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TFO Wealth Partners, LLC | History | No change | 376,924 | 29,110 | 3.17% | 3.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burton Enright Welch | History | No change | 370,543 | 28,618 | 3.36% | 3.36% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 384,501 | 28,306 | 19.84% | 20.4% | 50 | +14,177 | 3.83% | Q3 2026 | Oct 06, 2026 |
| Gross & Hartman Investments LLC | History | No change | 359,182 | 27,740 | 12.25% | 12.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 348,721 | 26,932 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 342,833 | 26,477 | 1.57% | 1.57% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 334,463 | 25,831 | 8.91% | 8.91% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CGN Advisors LLC | History | No change | 334,261 | 25,815 | 1.88% | 1.88% | 55 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SVB WEALTH LLC | History | No change | 333,949 | 25,791 | 1.63% | 1.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BCGM Wealth Management, LLC | History | No change | 329,425 | 25,442 | 5.38% | 5.38% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 317,382 | 24,512 | 3.69% | 3.69% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 307,966 | 23,785 | 2.75% | 2.75% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 300,432 | 23,203 | 3.16% | 3.16% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Acropolis Investment Management, LLC | History | No change | 298,167 | 23,028 | 0.91% | 0.91% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 304,333 | 22,404 | 2.35% | 2.22% | 62 | +21,758 | 7.7% | Q3 2026 | Oct 05, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 280,488 | 21,662 | 3.56% | 3.56% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 279,076 | 21,553 | 14.91% | 14.91% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 259,865 | 20,070 | 7.02% | 7.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 250,052 | 19,312 | 2.82% | 2.82% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 248,157 | 19,165 | 5.44% | 5.44% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 243,337 | 18,793 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 241,045 | 18,616 | 12.44% | 12.44% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 239,827 | 18,521 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansing Street Advisors | History | No change | 234,976 | 18,147 | 3.85% | 3.85% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 224,673 | 17,352 | 1.38% | 1.38% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 220,928 | 17,062 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centric Wealth Management | History | No change | 220,113 | 16,748 | 2.6% | 2.6% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 213,183 | 16,464 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 215,667 | 16,377 | 0.33% | 0.33% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wolff Financial Management LLC | History | No change | 211,201 | 16,311 | 3.25% | 3.25% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 205,822 | 15,811 | 3.19% | 3.19% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 200,752 | 15,504 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 195,312 | 15,084 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 192,792 | 14,889 | 3.92% | 3.92% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Souders Financial Advisors | History | No change | 183,265 | 14,154 | 1.42% | 1.42% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Olde Wealth Management, LLC | History | No change | 182,514 | 14,096 | 3.99% | 3.99% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barry Investment Advisors, LLC | History | No change | 180,906 | 13,971 | 2.92% | 2.92% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 171,635 | 13,255 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 167,384 | 12,927 | 4.63% | 4.63% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CFO4Life Group, LLC | History | No change | 165,823 | 12,806 | 1.72% | 1.72% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madrid Wealth Management, LLC | History | No change | 160,158 | 12,369 | 8.12% | 8.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Timmons Wealth Management, LLC | History | No change | 159,827 | 12,343 | 9.03% | 9.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 153,517 | 11,856 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 151,560 | 11,705 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AJ Advisors, LLC | History | No change | 148,577 | 11,475 | 3.57% | 3.57% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 147,365 | 11,381 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Main Line Retirement Advisors, LLC | History | No change | 143,079 | 11,050 | 5.07% | 5.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 142,349 | 10,993 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 139,918 | 10,806 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 137,847 | 10,646 | 2.48% | 2.48% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 125,787 | 9,714 | 5.61% | 5.61% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 127,301 | 9,696 | 5.77% | 5.77% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 119,141 | 9,201 | 0.2% | 0.2% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEN Financial Management, INC. | History | No change | 118,704 | 9,167 | 5.48% | 5.48% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tandem Investment Partners LLC | History | No change | 111,462 | 8,608 | 6.63% | 6.63% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Capital Management LLC | History | No change | 111,119 | 8,582 | 0.7% | 0.7% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kaizen Financial Strategies | History | No change | 111,040 | 8,530 | 2.77% | 2.77% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 109,839 | 8,483 | 0.63% | 0.63% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mendota Financial Group, LLC | History | No change | 108,705 | 8,395 | 5.2% | 5.2% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BankPlus Wealth Management LLC | History | No change | 104,339 | 8,058 | 3.63% | 3.63% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 104,011 | 8,033 | 3.35% | 3.35% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hofer & Associates. Inc | History | No change | 100,511 | 7,762 | 3.75% | 3.75% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 98,706 | 7,623 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 97,054 | 7,496 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 96,927 | 7,485 | 7.37% | 7.37% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96,792 | 7,477 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 96,350 | 7,439 | 0.76% | 0.76% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | No change | 94,808 | 7,322 | 1.95% | 1.95% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| XY Planning Network, Inc. | History | No change | 94,460 | 7,295 | 0.92% | 0.92% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Addison Advisors LLC | History | No change | 87,737 | 6,776 | 3.2% | 3.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 84,765 | 6,547 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 82,465 | 6,369 | 2.17% | 2.17% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 81,634 | 6,304 | 1.2% | 1.2% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Enclave Advisors LLC | History | No change | 78,493 | 6,062 | 0.77% | 0.77% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 75,743 | 5,849 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 75,743 | 5,849 | 2.7% | 2.7% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,944 | 5,633 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 71,345 | 5,510 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GatePass Capital, LLC | History | No change | 67,978 | 5,250 | 1.99% | 1.99% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 65,880 | 5,088 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plancorp, LLC | History | No change | 66,485 | 5,070 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Echo45 Advisors LLC | History | No change | 63,629 | 4,914 | 2.54% | 2.54% | 129 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 55 North Private Wealth, LLC | History | No change | 63,009 | 4,866 | 0.96% | 0.96% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 61,740 | 4,768 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Greenwich Wealth Management LLC | History | No change | 61,639 | 4,761 | 0.17% | 0.17% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 60,023 | 4,635 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 59,055 | 4,560 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Linscomb Wealth, Inc. | History | No change | 57,967 | 4,476 | 0.19% | 0.19% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 57,875 | 4,469 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 54,410 | 4,202 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 53,564 | 4,136 | 2.7% | 2.7% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 53,894 | 4,119 | 2.14% | 2.14% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 52,631 | 4,064 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 51,200 | 3,954 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | No change | 49,254 | 3,804 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 47,752 | 3,688 | 0.75% | 0.75% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,702 | 3,684 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Lynx Investment Advisory | History | No change | 47,001 | 3,630 | 1.19% | 1.19% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 45,998 | 3,552 | 0.91% | 0.91% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 44,625 | 3,446 | 0.2% | 0.2% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steffes Financial, Ltd. | History | No change | 43,663 | 3,372 | 1.46% | 1.46% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 43,555 | 3,363 | 1.07% | 1.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elite Life Management LLC | History | No change | 43,787 | 3,335 | 3.9% | 3.9% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 42,362 | 3,271 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 41,822 | 3,230 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 41,597 | 3,212 | 1.66% | 1.66% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,424 | 3,199 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 40,317 | 3,113 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 39,447 | 3,046 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leo H. Evart, Inc. | History | No change | 38,109 | 2,943 | 2.32% | 2.32% | 157 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Thayer Partners, LLC / MA | History | No change | 36,733 | 2,836 | 1.17% | 1.17% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 69,625 | 2,767 | 0.23% | 0.23% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 34,360 | 2,653 | 0.34% | 0.34% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | No change | 30,010 | 2,317 | 0.29% | 0.29% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 29,881 | 2,307 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farrell Financial LLC | History | No change | 29,356 | 2,267 | 1.23% | 1.23% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 29,097 | 2,247 | 1.81% | 1.81% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 29,060 | 2,244 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,026 | 2,164 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 27,836 | 2,149 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | No change | 27,336 | 2,111 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 26,315 | 2,032 | 1.18% | 1.18% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 25,583 | 1,975 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,018 | 1,854 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 23,749 | 1,834 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 23,028 | 1,778 | 1.52% | 1.52% | 173 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,546 | 1,741 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,225 | 1,644 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 19,919 | 1,538 | 0.96% | 0.96% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | No change | 19,536 | 1,508 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | No change | 19,291 | 1,489 | 1.22% | 1.22% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CRA Financial Services, LLC | History | No change | 18,699 | 1,444 | 0.17% | 0.17% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 18,343 | 1,416 | 0.94% | 0.94% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 18,100 | 1,397 | 0.9% | 0.9% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 17,519 | 1,353 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 17,329 | 1,338 | 0.46% | 0.46% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 17,195 | 1,328 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 15,991 | 1,235 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 15,785 | 1,219 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pandowealth. LLC | History | No change | 15,613 | 1,205 | 0.99% | 0.99% | 187 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atria Investments, Inc | History | No change | 15,462 | 1,194 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,271 | 1,168 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Daner Wealth Management, LLC | History | No change | 15,231 | 1,160 | 0.63% | 0.63% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 14,585 | 1,126 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,564 | 1,124 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13,787 | 1,064 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,375 | 1,037 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 13,347 | 1,030 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Altiora Financial Group, LLC | History | No change | 13,002 | 1,004 | 0.16% | 0.16% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Citizens Financial Corp | History | Reduced | 12,743 | 938 | 0.39% | 0.45% | 197 | -1,340 | -9.52% | Q3 2026 | Oct 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,986 | 925 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 11,767 | 908 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 11,030 | 851 | 0.6% | 0.6% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1015 Capital Partners, LLC | History | No change | 10,856 | 838 | 0.7% | 0.7% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 10,809 | 834 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,689 | 825 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,315 | 796 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,252 | 791 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ketron Financial | History | No change | 9,280 | 716 | 0.22% | 0.22% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | No change | 8,840 | 682 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Wealth, LLC. | History | No change | 7,978 | 616 | 0.34% | 0.34% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 7,916 | 611 | 0.18% | 0.18% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,842 | 605 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 7,515 | 580 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 7,403 | 571 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 7,251 | 560 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,083 | 547 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,027 | 542 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 6,648 | 513 | 0.24% | 0.24% | 216 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 6,611 | 510 | 0.21% | 0.21% | 217 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Vanguard National Trust Co | History | No change | 6,502 | 502 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,324 | 488 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,258 | 483 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ellis Investment Partners, LLC | History | No change | 6,236 | 481 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,100 | 471 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,021 | 465 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 5,997 | 463 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,710 | 441 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,702 | 440 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,631 | 435 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,458 | 421 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,347 | 412 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 5,285 | 408 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 5,224 | 403 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,159 | 398 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | No change | 5,069 | 391 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,983 | 384 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Partners in Financial Planning | History | No change | 4,911 | 379 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SWMG, LLC | History | No change | 4,931 | 376 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 4,815 | 371 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,688 | 362 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oak Wealth Advisors LLC | History | No change | 4,554 | 351 | 0.17% | 0.17% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,533 | 350 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,536 | 350 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 4,481 | 346 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,391 | 343 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Haverford Trust Co | History | No change | 4,322 | 333 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,285 | 330 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,195 | 323 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 4,084 | 315 | 0.23% | 0.23% | 247 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jones Kertz & Associates, Inc. | History | No change | 4,058 | 313 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 4,104 | 312 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 3,973 | 306 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCG Investment Co | History | No change | 3,863 | 298 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 3,759 | 290 | 0.21% | 0.21% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,597 | 278 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 3,578 | 276 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,362 | 259 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWS Financial Advisors, LLC | History | No change | 3,329 | 257 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Betterment LLC | History | No change | 3,290 | 254 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 3,257 | 251 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Olistico Wealth, LLC | History | Added to | 3,375 | 248 | 0.1% | 0.08% | 260 | +1,089 | 47.64% | Q3 2026 | Oct 05, 2026 |
| Ariston Services Group | History | No change | 3,214 | 248 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 3,194 | 246 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wayfinding Financial, LLC | History | No change | 3,103 | 239 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 3,059 | 236 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,974 | 229 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 2,916 | 225 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,829 | 218 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,765 | 213 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 2,671 | 206 | 0.15% | 0.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 2,634 | 203 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,186 | 168 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,861 | 143 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 1,815 | 140 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,629 | 125 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,625 | 124 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 1,564 | 120 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,466 | 113 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,094 | 84 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,024 | 79 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,000 | 77 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 917 | 70 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 888 | 68 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 808 | 62 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 792 | 61 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 749 | 57 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 736 | 56 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Avengers, Inc. | History | No change | 729 | 56 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 690 | 53 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 665 | 51 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 646 | 49 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 592 | 45 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 549 | 42 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New Hampshire | History | No change | 525 | 38 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| IFP Advisors, Inc | History | No change | 469 | 36 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atomic Invest LLC | History | No change | 456 | 35 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| STEPH & CO | History | No change | 431 | 33 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 430 | 33 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 366 | 28 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 328 | 25 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 315 | 24 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 270 | 20 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |