Victory Portfolios II - VFLO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 16,355,994 | 748,286 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,967,074 | 684,743 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 14,069,290 | 643,669 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,323,610 | 380,805 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,117,217 | 371,362 | 0.2% | 0.2% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,415,921 | 293,528 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,111,150 | 233,835 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,249,954 | 194,435 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,224,520 | 147,521 | 0.9% | 0.9% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,120,465 | 142,910 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,983,417 | 136,491 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,789,021 | 127,597 | 1.52% | 1.52% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,504,123 | 114,563 | 0.49% | 0.49% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,494,324 | 114,115 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,414,494 | 110,463 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 2,273,385 | 104,007 | 1.22% | 1.22% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 2,167,764 | 99,175 | 7.09% | 7.09% | 17 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,975,690 | 90,387 | 1.43% | 1.43% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 1,742,062 | 79,699 | 1.21% | 1.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | No change | 1,714,245 | 78,426 | 2.32% | 2.32% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RVW Wealth, LLC | History | Added to | 1,110,720 | 56,857 | 3.65% | 3.07% | 21 | +92,455 | 9.08% | Q3 2026 | Oct 06, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,219,257 | 55,781 | 5.1% | 5.1% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,138,388 | 52,081 | 0.24% | 0.24% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,119,059 | 51,196 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | No change | 1,112,874 | 50,914 | 3.02% | 3.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | No change | 1,065,482 | 48,745 | 1.96% | 1.96% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,008,371 | 46,133 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Madison Asset Management, LLC | History | No change | 1,003,856 | 45,926 | 0.55% | 0.55% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 888,000 | 40,626 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 848,053 | 38,810 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 611,590 | 27,980 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 589,559 | 26,972 | 8.28% | 8.28% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 587,368 | 26,872 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 547,526 | 25,049 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sepio Capital, LP | History | No change | 545,660 | 24,963 | 1.26% | 1.26% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ledyard National Bank | History | No change | 516,246 | 23,618 | 1.89% | 1.89% | 36 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 510,082 | 23,560 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Wealth, LLC | History | No change | 484,517 | 22,166 | 3.39% | 3.39% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Enhancement Group LLC | History | No change | 473,000 | 21,639 | 2.58% | 2.58% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Capital Management, Inc. | History | No change | 468,265 | 21,423 | 1.3% | 1.3% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Wealth LLC | History | No change | 463,243 | 21,193 | 3.02% | 3.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allen Capital Group, LLC | History | No change | 444,975 | 20,357 | 1.66% | 1.66% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Landmark Wealth Management, LLC | History | No change | 431,865 | 19,757 | 4.73% | 4.73% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 418,856 | 19,162 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 417,093 | 19,082 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 414,220 | 18,950 | 6.2% | 6.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 411,381 | 18,820 | 7.79% | 7.79% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kirkwood Financial Services | History | No change | 387,737 | 17,750 | 5.07% | 5.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 383,126 | 17,527 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 378,775 | 17,329 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 364,333 | 16,668 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFO4Life Group, LLC | History | No change | 353,353 | 16,165 | 2.18% | 2.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 351,115 | 16,063 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowa Financial Group, Inc. | History | No change | 327,766 | 14,995 | 6.99% | 6.99% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hudock, Inc. | History | No change | 304,086 | 13,911 | 1.78% | 1.78% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | No change | 323,512 | 13,786 | 0.96% | 0.96% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 295,002 | 13,496 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 276,620 | 12,655 | 1.54% | 1.54% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 264,998 | 12,558 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 273,376 | 12,506 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 266,044 | 12,171 | 0.4% | 0.4% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 247,922 | 11,342 | 0.37% | 0.37% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 245,410 | 11,227 | 0.43% | 0.43% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 243,330 | 11,132 | 0.68% | 0.68% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weil Company, Inc. | History | No change | 242,305 | 11,085 | 1.95% | 1.95% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 229,827 | 10,514 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MKP Capital Management, L.L.C. | History | No change | 219,000 | 10,019 | 0.27% | 0.27% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Designs Corp | History | No change | 216,677 | 9,912 | 5.31% | 5.31% | 68 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 209,302 | 9,575 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GERBER, LLC | History | No change | 204,726 | 9,366 | 4.4% | 4.4% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 188,512 | 8,624 | 1.56% | 1.56% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trademark Financial Management, LLC | History | No change | 183,185 | 8,380 | 3.43% | 3.43% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Asset Management, Inc. | History | No change | 182,519 | 8,350 | 4.09% | 4.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 179,819 | 8,226 | 0.49% | 0.49% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 176,838 | 8,090 | 0.32% | 0.32% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 176,424 | 8,071 | 0.27% | 0.27% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 168,238 | 7,696 | 1.08% | 1.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 158,038 | 7,282 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Wealth Management LLC | History | No change | 158,010 | 7,228 | 2.15% | 2.15% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 156,509 | 7,157 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 154,293 | 7,058 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 153,810 | 7,036 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 152,996 | 6,999 | 0.27% | 0.27% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 146,408 | 6,698 | 4.29% | 4.29% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 139,162 | 6,366 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 138,433 | 6,333 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Maridea Wealth Management LLC | History | No change | 138,140 | 6,319 | 0.68% | 0.68% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 135,666 | 6,206 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 132,598 | 6,066 | 2.27% | 2.27% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New Hampshire | History | New | 118,284 | 6,054 | 1.31% | — | 90 | +118,284 | New | Q3 2026 | Oct 06, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 129,421 | 5,921 | 0.72% | 0.72% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 118,215 | 5,408 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 106,605 | 4,877 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 104,421 | 4,777 | 0.7% | 0.7% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 103,813 | 4,749 | 0.82% | 0.82% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 100,861 | 4,614 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 97,216 | 4,447 | 1.34% | 1.34% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 96,322 | 4,407 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Asset Management, LLC | History | No change | 92,993 | 4,254 | 0.55% | 0.55% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 91,987 | 4,208 | 1.43% | 1.43% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 89,838 | 4,110 | 1.49% | 1.49% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradition Wealth Management, LLC | History | No change | 88,355 | 4,042 | 0.25% | 0.25% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mechanics Bank Trust Department | History | No change | 87,002 | 3,980 | 0.49% | 0.49% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 85,992 | 3,934 | 2.73% | 2.73% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KPP Advisory Services LLC | History | No change | 85,126 | 3,894 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 89,218 | 3,850 | 2.88% | 2.88% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 84,061 | 3,846 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 83,621 | 3,825 | 0.31% | 0.31% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goldstone Financial Group, LLC | History | No change | 77,182 | 3,531 | 0.32% | 0.32% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 75,525 | 3,455 | 0.46% | 0.46% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | No change | 75,355 | 3,447 | 1.69% | 1.69% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 73,834 | 3,377 | 0.84% | 0.84% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Annex Advisory Services, LLC | History | No change | 72,965 | 3,338 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 64,915 | 3,322 | 0.87% | 0.78% | 114 | -2,640 | -3.91% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,433 | 3,268 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Axis Wealth Partners, LLC | History | No change | 70,569 | 3,228 | 1.55% | 1.55% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 68,915 | 3,152 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 64,672 | 2,958 | 0.3% | 0.3% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 63,569 | 2,908 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 63,068 | 2,885 | 1.22% | 1.22% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 60,546 | 2,769 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nutshell Asset Management Ltd | History | No change | 60,174 | 2,752 | 0.92% | 0.92% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 59,189 | 2,707 | 1.79% | 1.79% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 58,706 | 2,685 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,531 | 2,632 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 57,365 | 2,624 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hilltop Holdings Inc. | History | No change | 57,322 | 2,622 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 51,098 | 2,615 | 1.58% | — | 128 | +51,098 | New | Q3 2026 | Oct 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 55,246 | 2,527 | 0.28% | 0.28% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 53,813 | 2,461 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 52,465 | 2,432 | 0.53% | 0.53% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 53,081 | 2,428 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,424 | 2,398 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 50,916 | 2,329 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 49,458 | 2,262 | 1.3% | 1.3% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 47,810 | 2,187 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keel Point, LLC | History | No change | 47,735 | 2,183 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 47,056 | 2,152 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 46,362 | 2,121 | 0.22% | 0.22% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 45,839 | 2,097 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 45,811 | 2,095 | 0.66% | 0.66% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 45,689 | 2,090 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 44,059 | 2,015 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 43,277 | 1,979 | 1.06% | 1.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maia Wealth LLC | History | No change | 40,120 | 1,835 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 40,051 | 1,832 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 39,586 | 1,811 | 0.84% | 0.84% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 34,558 | 1,769 | 0.11% | 0.08% | 148 | +8,365 | 31.94% | Q3 2026 | Oct 08, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 38,038 | 1,740 | 1.16% | 1.16% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 37,993 | 1,738 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 37,401 | 1,711 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 37,174 | 1,700 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | No change | 36,183 | 1,655 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 34,130 | 1,561 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optivise Advisory Services LLC | History | No change | 34,128 | 1,561 | 0.79% | 0.79% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneAscent Family Office, LLC | History | No change | 34,133 | 1,561 | 0.79% | 0.79% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 34,107 | 1,560 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 33,731 | 1,543 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 33,648 | 1,539 | 0.58% | 0.58% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 33,242 | 1,520 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 32,195 | 1,472 | 0.4% | 0.4% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WCG Wealth Advisors LLC | History | No change | 31,118 | 1,423 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 29,809 | 1,363 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | No change | 29,312 | 1,341 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 27,931 | 1,277 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | No change | 26,564 | 1,215 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 26,558 | 1,215 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 26,369 | 1,206 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 25,578 | 1,170 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 25,248 | 1,155 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DDD Partners, LLC | History | No change | 24,294 | 1,111 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 24,114 | 1,103 | 0.32% | 0.32% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,887 | 1,047 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mariner, LLC | History | No change | 22,434 | 1,026 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 21,800 | 997 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 21,674 | 991 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 21,532 | 985 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 21,403 | 979 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | No change | 21,092 | 964 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | No change | 21,032 | 962 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 20,932 | 957 | 0.15% | 0.15% | 181 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 20,603 | 942 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 19,954 | 912 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 19,882 | 909 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Visionary Wealth Advisors | History | No change | 19,800 | 905 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arsenal Capital Advisors LLC | History | No change | 18,948 | 866 | 0.51% | 0.51% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 17,495 | 800 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 17,110 | 782 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 16,887 | 772 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integras Partners LLC | History | No change | 16,417 | 751 | 0.41% | 0.41% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,383 | 749 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,015 | 732 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 15,625 | 714 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 15,236 | 697 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 15,107 | 691 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 14,317 | 655 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 14,243 | 651 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 14,203 | 649 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 13,909 | 636 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | No change | 13,858 | 634 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Secure Asset Management, LLC | History | No change | 13,344 | 610 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspiring Ventures, LLC | History | No change | 13,300 | 608 | 0.15% | 0.15% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HORAN Wealth, LLC | History | No change | 13,112 | 599 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Cerity Partners LLC | History | No change | 13,016 | 595 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 12,667 | 593 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 12,882 | 589 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 12,769 | 584 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,583 | 575 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 12,104 | 554 | 0.16% | 0.16% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 12,000 | 549 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 11,691 | 534 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,572 | 529 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LWM Advisory Services, LLC | History | No change | 11,528 | 527 | 0.94% | 0.94% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rubicon Advisors, GP | History | No change | 11,234 | 513 | 0.37% | 0.37% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redwood Family Wealth LLC | History | No change | 11,181 | 511 | 0.45% | 0.45% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balentine LLC | History | No change | 11,090 | 507 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,055 | 460 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 9,865 | 451 | 0.18% | 0.18% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 9,724 | 444 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,563 | 437 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Compound Planning, Inc. | History | No change | 9,386 | 429 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,322 | 426 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Claro Advisors Inc. | History | No change | 9,084 | 415 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Worth Asset Management, LLC | History | New | 8,090 | 414 | 0.12% | — | 224 | +8,090 | New | Q3 2026 | Oct 07, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 8,869 | 405 | 0.16% | 0.16% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First American Bank | History | No change | 8,711 | 398 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Nebraska Trust Co | History | No change | 8,679 | 397 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 8,657 | 396 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 8,645 | 395 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 8,557 | 391 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Raleigh Capital Management Inc. | History | No change | 8,311 | 380 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Security Advisor, Inc. | History | No change | 8,183 | 374 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 8,125 | 371 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Convergence Financial, LLC | History | No change | 7,790 | 356 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 7,778 | 355 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | Reduced | 6,615 | 338 | 0.12% | 0.15% | 237 | -921 | -12.22% | Q3 2026 | Oct 08, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 7,397 | 338 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | No change | 7,141 | 326 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 7,073 | 323 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | No change | 6,986 | 319 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,949 | 317 | 0.2% | 0.2% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 6,697 | 306 | 2.19% | 2.19% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,708 | 306 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 6,616 | 302 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 6,505 | 297 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allie Family Office LLC | History | No change | 6,422 | 293 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| SHP Wealth Management | History | No change | 6,364 | 291 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,255 | 286 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Investment Management, LLC | History | No change | 6,058 | 277 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | No change | 5,958 | 272 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | No change | 5,822 | 266 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,800 | 265 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 5,797 | 265 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 5,700 | 260 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 5,600 | 256 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,443 | 249 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 5,457 | 249 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 5,339 | 244 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 4,621 | 236 | 0.16% | 0.14% | 259 | +249 | 5.7% | Q3 2026 | Oct 07, 2026 |
| Lewis Asset Management, LLC | History | No change | 5,157 | 235 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,887 | 223 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,490 | 213 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 4,525 | 207 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stelac Advisory Services LLC | History | No change | 4,465 | 204 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 4,421 | 202 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,435 | 202 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 4,393 | 200 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,754 | 171 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,250 | 149 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,902 | 132 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 2,573 | 117 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 2,475 | 113 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Operose Advisors LLC | History | No change | 1,828 | 83 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,617 | 73 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,567 | 71 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,548 | 70 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,453 | 66 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,333 | 60 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | No change | 1,278 | 58 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthAvenue LLC | History | No change | 1,057 | 48 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,000 | 45 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 931 | 42 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 808 | 36 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Trust Asset Management, LLC | History | No change | 667 | 30 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingdom Financial Group LLC. | History | No change | 654 | 29 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 652 | 29 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 613 | 28 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 593 | 27 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 611 | 27 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 592 | 27 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 22 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 411 | 18 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 363 | 16 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 267 | 12 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 260 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 240 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 178 | 8 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 148 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 122 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 128 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |