VANGUARD WELLINGTON FUND - VFMO
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 737,643 | 184,049 | 2.75% | 2.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Services, Inc. | History | No change | 273,656 | 68,279 | 2.99% | 2.99% | 2 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LPL Financial LLC | History | No change | 171,600 | 42,815 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 165,303 | 41,244 | 0.65% | 0.65% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 156,997 | 39,172 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 156,341 | 39,008 | 1.59% | 1.59% | 6 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 109,865 | 27,412 | 2.15% | 2.15% | 7 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 104,019 | 25,953 | 0.38% | 0.38% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 99,597 | 24,850 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Systelligence, LLC | History | No change | 93,485 | 23,325 | 3.9% | 3.9% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 84,133 | 20,992 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 65,700 | 16,392 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 61,024 | 15,226 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 60,770 | 15,163 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 57,661 | 14,386 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WIN ADVISORS, INC | History | No change | 53,521 | 13,353 | 4.76% | 4.76% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Partners Group, Inc | History | No change | 53,315 | 13,302 | 1.35% | 1.35% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 50,284 | 12,546 | 1.28% | 1.28% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 47,516 | 11,855 | 1.77% | 1.77% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 40,952 | 10,217 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,946 | 10,216 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 40,457 | 10,094 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 39,420 | 9,835 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 33,690 | 8,405 | 1.67% | 1.67% | 24 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hobart Private Capital, LLC | History | No change | 32,338 | 8,068 | 1.38% | 1.38% | 25 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 32,297 | 8,059 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 31,630 | 7,892 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 30,305 | 7,561 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,870 | 7,452 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 26,571 | 6,629 | 2.15% | 2.15% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Freedom, LLC | History | No change | 21,091 | 5,262 | 2.42% | 2.42% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 21,013 | 5,243 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | No change | 20,695 | 5,164 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 19,571 | 4,883 | 0.27% | 0.27% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 19,356 | 4,829 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,270 | 4,807 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,876 | 4,710 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 17,873 | 4,459 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,846 | 4,452 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 14,800 | 3,692 | 2.03% | 2.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 14,722 | 3,673 | 0.59% | 0.59% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 12,853 | 3,206 | 0.32% | 0.32% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Compass Ion Advisors, LLC | History | No change | 12,170 | 3,036 | 0.26% | 0.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova R Wealth, Inc. | History | No change | 11,920 | 2,974 | 0.87% | 0.87% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,147 | 2,781 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,116 | 2,773 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,409 | 2,597 | 0.26% | 0.26% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,341 | 2,580 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 9,783 | 2,376 | 0.14% | 0.14% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aspect Partners, LLC | History | No change | 9,331 | 2,328 | 0.87% | 0.87% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caitlin John, LLC | History | No change | 8,811 | 2,198 | 1.2% | 1.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MY Wealth Management Inc. | History | No change | 8,717 | 2,174 | 1.53% | 1.53% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valued Retirements, Inc. | History | No change | 8,115 | 2,024 | 1.82% | 1.82% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 8,036 | 2,005 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAM Advisory, LLC | History | No change | 7,927 | 1,977 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Advisors | History | No change | 7,680 | 1,916 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,567 | 1,888 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 7,518 | 1,875 | 1.56% | 1.56% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TFB Advisors LLC | History | No change | 7,434 | 1,854 | 0.82% | 0.82% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,248 | 1,808 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,250 | 1,808 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 7,172 | 1,789 | 0.99% | 0.99% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,831 | 1,704 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,372 | 1,589 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidal Investments LLC | History | No change | 6,248 | 1,558 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,999 | 1,496 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 5,881 | 1,467 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth High Governance Asset Management Ltda. | History | No change | 5,802 | 1,447 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,739 | 1,432 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Madison Wealth Partners, Inc | History | No change | 5,361 | 1,337 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,173 | 1,290 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,166 | 1,288 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 4,869 | 1,214 | 0.87% | 0.87% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,802 | 1,198 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 4,694 | 1,171 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 4,695 | 1,171 | 0.28% | 0.28% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,592 | 1,145 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ethos Financial Group, LLC | History | No change | 4,595 | 986 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,926 | 979 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,842 | 958 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,780 | 943 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Family Wealth LLC | History | No change | 3,699 | 922 | 0.81% | 0.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 3,630 | 905 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,560 | 888 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,509 | 875 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,501 | 873 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 3,455 | 862 | 0.65% | 0.65% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 3,409 | 850 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | No change | 3,303 | 824 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,269 | 815 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,270 | 815 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 3,244 | 809 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,189 | 795 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,479 | 786 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,479 | 786 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | No change | 3,112 | 776 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 3,084 | 769 | 0.24% | 0.24% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Virtus Family Office LLC | History | No change | 3,032 | 756 | 0.6% | 0.6% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 3,014 | 752 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,773 | 691 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,742 | 684 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,556 | 637 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,533 | 632 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,520 | 628 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 2,435 | 607 | 0.6% | 0.6% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 2,424 | 604 | 0.25% | 0.25% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 2,418 | 603 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 2,356 | 587 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 2,344 | 584 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Seed Wealth Management, Inc. | History | No change | 2,330 | 581 | 0.37% | 0.37% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 2,322 | 579 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,300 | 573 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,250 | 561 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,218 | 553 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,164 | 539 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,059 | 513 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 2,075 | 482 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,900 | 474 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Belvedere Trading LLC | History | No change | 1,900 | 474 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCS Capital Management LLC | History | No change | 1,891 | 471 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSG Advisors LLC | History | No change | 1,801 | 449 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,789 | 446 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orcam Financial Group | History | No change | 1,748 | 436 | 0.21% | 0.21% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,697 | 423 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 1,661 | 414 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 1,626 | 405 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 1,547 | 385 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Coquina Private Wealth LLC | History | No change | 1,484 | 370 | 0.25% | 0.25% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Payne Capital LLC | History | No change | 1,459 | 364 | 0.3% | 0.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,496 | 353 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BNB Wealth Management, LLC | History | No change | 1,414 | 352 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 1,394 | 347 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prospera Financial Services Inc | History | No change | 1,336 | 333 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 1,296 | 323 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avant Capital LLC | History | No change | 1,282 | 319 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 1,275 | 318 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,200 | 299 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | No change | 1,195 | 298 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 1,510 | 297 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,186 | 295 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,161 | 289 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,147 | 286 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | No change | 1,241 | 283 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 1,137 | 283 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,106 | 275 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,100 | 274 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,100 | 274 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Finance, LLC | History | No change | 1,040 | 259 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McCartney Wealth Management LLC | History | No change | 1,042 | 259 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,037 | 258 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 1,017 | 253 | 0.14% | 0.14% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 1,016 | 253 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | No change | 1,008 | 251 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,009 | 251 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,003 | 250 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fulcrum Equity Management | History | No change | 980 | 244 | 0.18% | 0.18% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 939 | 234 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 927 | 231 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 923 | 230 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 866 | 216 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 868 | 216 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 861 | 214 | 0.09% | 0.09% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 850 | 211 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 844 | 210 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meredith Wealth Planning | History | No change | 845 | 210 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex Financial Services, Inc. | History | No change | 812 | 202 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 765 | 190 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 568 | 141 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 400 | 99 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 351 | 87 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 81 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 327 | 81 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 310 | 77 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 263 | 65 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 331 | 64 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 208 | 51 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 202 | 50 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| AE Wealth Management LLC | History | No change | 159 | 39 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Versant Capital Management, Inc | History | No change | 141 | 32 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 125 | 31 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 110 | 27 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 107 | 26 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 105 | 26 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atomic Invest LLC | History | No change | 81 | 19 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 71 | 17 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 67 | 16 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 56 | 13 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Horizon Investments, LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 42 | 10 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 35 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 15 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Essential Investment Partners LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |