VANGUARD SPECIALIZED FUNDS - VIG
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 | 21,358,826 | 5,053,925 | 0.33% | 0.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 13,212,733 | 3,126,397 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,667,534 | 2,524,151 | 1.18% | 1.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,056,282 | 2,379,517 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 9,471,819 | 2,241,221 | 4.31% | 4.31% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 7,131,746 | 1,687,513 | 0.38% | 0.38% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,364,215 | 1,505,900 | 0.41% | 0.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 6,245,312 | 1,477,765 | 0.19% | 0.19% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 5,857,815 | 1,372,140 | 7.69% | 7.69% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,179,545 | 988,965 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,194,824 | 753,787 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,577,266 | 609,832 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 2,356,586 | 557,615 | 0.54% | 0.54% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,313,712 | 547,470 | 0.6% | 0.6% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,302,544 | 544,827 | 0.69% | 0.69% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,300,589 | 544,403 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,318,930 | 543,966 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,283,297 | 540,273 | 7.22% | 7.22% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,237,985 | 529,763 | 0.62% | 0.62% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,659,600 | 392,694 | 4.19% | 4.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,519,922 | 359,643 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 1,471,305 | 348,140 | 0.48% | 0.48% | 22 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,371,589 | 324,545 | 9.39% | 9.39% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 1,371,321 | 324,481 | 1.88% | 1.88% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,346,092 | 319,863 | 0.54% | 0.54% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 1,285,097 | 304,079 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 1,241,734 | 293,818 | 0.31% | 0.31% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 1,238,223 | 292,988 | 1.1% | 1.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,237,628 | 292,847 | 0.45% | 0.45% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Howard Capital Management, LLC | History | No change | 1,201,957 | 284,407 | 3.39% | 3.39% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 1,196,126 | 283,027 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,046,300 | 247,584 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 992,810 | 234,918 | 1.15% | 1.15% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 989,945 | 234,239 | 6.7% | 6.7% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 988,361 | 233,925 | 0.28% | 0.28% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 983,479 | 232,710 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 955,047 | 225,993 | 5.58% | 5.58% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 948,167 | 224,355 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 872,972 | 206,563 | 0.48% | 0.48% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 840,863 | 198,965 | 0.31% | 0.31% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,506,493 | 192,664 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 809,037 | 191,434 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cresset Asset Management, LLC | History | No change | 780,274 | 184,628 | 0.67% | 0.67% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 768,127 | 181,754 | 4.48% | 4.48% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 751,455 | 177,809 | 3.75% | 3.75% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversified Enterprises, LLC | History | No change | 719,567 | 170,263 | 8.24% | 8.24% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 718,567 | 170,027 | 0.44% | 0.44% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 703,627 | 166,492 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 701,711 | 166,038 | 0.54% | 0.54% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 700,902 | 165,847 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 682,120 | 161,403 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 636,627 | 150,638 | 0.21% | 0.21% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 607,172 | 143,596 | 0.59% | 0.59% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 597,388 | 141,353 | 0.65% | 0.65% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 591,708 | 140,010 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 581,667 | 137,634 | 0.28% | 0.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 580,039 | 137,249 | 0.27% | 0.27% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 566,771 | 134,109 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Point Inc. | History | No change | 556,557 | 131,692 | 11.18% | 11.18% | 59 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 546,238 | 129,250 | 0.57% | 0.57% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 527,214 | 124,749 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 502,877 | 118,990 | 0.55% | 0.55% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 501,401 | 118,641 | 0.55% | 0.55% | 63 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 496,181 | 117,406 | 0.6% | 0.6% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 445,642 | 105,447 | 1.94% | 1.94% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 360 Financial, Inc. | History | No change | 423,147 | 100,125 | 25.43% | 25.43% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 423,010 | 100,092 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Haverford Trust Co | History | No change | 396,730 | 93,874 | 0.81% | 0.81% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 378,079 | 89,461 | 0.56% | 0.56% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 371,880 | 87,994 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 371,405 | 87,881 | 0.44% | 0.44% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 368,338 | 87,155 | 0.4% | 0.4% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 362,292 | 85,725 | 0.86% | 0.86% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 353,000 | 83,526 | 2.24% | 2.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 346,300 | 81,941 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 339,068 | 80,230 | 0.77% | 0.77% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 338,905 | 80,191 | 28.94% | 28.94% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 336,751 | 79,682 | 2.98% | 2.98% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 330,832 | 78,281 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Performance Wealth Partners, LLC | History | No change | 323,157 | 76,465 | 1.9% | 1.9% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 321,033 | 75,963 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 303,630 | 71,844 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 301,234 | 71,277 | 0.43% | 0.43% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vise Technologies, Inc. | History | No change | 300,872 | 71,192 | 0.81% | 0.81% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Capital Management Ltd | History | No change | 295,185 | 69,846 | 13.23% | 13.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PDS Planning, Inc | History | No change | 293,378 | 69,419 | 4.02% | 4.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 282,286 | 66,794 | 4.46% | 4.46% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berkshire Money Management, Inc. | History | No change | 278,890 | 65,990 | 6.03% | 6.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| True Link Financial Advisors, LLC | History | No change | 277,358 | 65,628 | 3.79% | 3.79% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 273,439 | 64,701 | 7.08% | 7.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evensky & Katz LLC | History | No change | 261,759 | 61,937 | 3.2% | 3.2% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 257,239 | 60,867 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | No change | 256,927 | 60,794 | 4.8% | 4.8% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 254,170 | 60,141 | 5.73% | 5.73% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | No change | 248,453 | 58,789 | 6.86% | 6.86% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 248,110 | 58,707 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 243,915 | 57,715 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 239,042 | 56,562 | 1.91% | 1.91% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Family Wealth, LLC | History | No change | 235,981 | 55,837 | 9.99% | 9.99% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 235,116 | 55,633 | 0.47% | 0.47% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 232,260 | 54,957 | 2.82% | 2.82% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intellus Advisors LLC | History | No change | 227,409 | 53,809 | 6.53% | 6.53% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 226,788 | 53,662 | 2.65% | 2.65% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 225,476 | 53,352 | 0.58% | 0.58% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 224,918 | 53,219 | 6.06% | 6.06% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 219,810 | 52,456 | 5.07% | 5.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 219,803 | 52,009 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 218,582 | 51,720 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 212,151 | 50,197 | 0.39% | 0.39% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 210,679 | 49,850 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aurdan Capital Management, LLC | History | No change | 209,921 | 49,671 | 12.6% | 12.6% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 208,342 | 49,297 | 5.79% | 5.79% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 206,869 | 48,949 | 1.82% | 1.82% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prodigy Asset Management LLC | History | No change | 201,427 | 47,661 | 14.35% | 14.35% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 200,595 | 47,464 | 4.74% | 4.74% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| E&G Advisors, LLC | History | No change | 200,335 | 47,326 | 9.14% | 9.14% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | No change | 199,777 | 47,271 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 197,505 | 46,733 | 0.73% | 0.73% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Old Mission Investment Co LLC | History | No change | 196,676 | 46,537 | 9.68% | 9.68% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 196,082 | 46,396 | 0.45% | 0.45% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 193,155 | 45,704 | 7.67% | 7.67% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMG National Trust Bank | History | No change | 190,717 | 45,127 | 0.93% | 0.93% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 188,515 | 44,606 | 1.65% | 1.65% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Capital Management LLC | History | No change | 186,771 | 44,193 | 3.61% | 3.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballentine Partners, LLC | History | No change | 184,845 | 43,737 | 0.53% | 0.53% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 184,786 | 43,724 | 0.59% | 0.59% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 183,565 | 43,435 | 5.49% | 5.49% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 181,557 | 42,960 | 5.61% | 5.61% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDELIS iM, LLC | History | No change | 179,381 | 42,445 | 14.48% | 14.48% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Florida Trust Wealth Management Co | History | No change | 177,904 | 42,095 | 1.05% | 1.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 177,445 | 41,986 | 4.06% | 4.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Enclave Advisors LLC | History | No change | 175,144 | 41,442 | 5.24% | 5.24% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 173,525 | 41,059 | 3.48% | 3.48% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 172,908 | 40,913 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 171,297 | 40,532 | 0.65% | 0.65% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| American Financial Advisors, LLC | History | No change | 169,693 | 40,152 | 4.83% | 4.83% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165,623 | 39,172 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 164,367 | 38,892 | 11.2% | 11.2% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 158,832 | 37,582 | 0.49% | 0.49% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 157,956 | 37,375 | 0.14% | 0.14% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 156,914 | 37,128 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Human Investing LLC | History | No change | 156,676 | 37,072 | 4.81% | 4.81% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 156,565 | 37,046 | 0.16% | 0.16% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Advisory, LLC | History | No change | 154,736 | 36,613 | 3.04% | 3.04% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 153,420 | 36,302 | 0.9% | 0.9% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 151,846 | 35,929 | 0.38% | 0.38% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 151,497 | 35,847 | 3.29% | 3.29% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 151,279 | 35,795 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 150,593 | 35,633 | 0.34% | 0.34% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seneca Financial Advisors LLC | History | No change | 150,196 | 35,539 | 9.23% | 9.23% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 146,581 | 34,683 | 0.5% | 0.5% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DMKC Advisory Services, LLC | History | No change | 145,753 | 34,487 | 6.51% | 6.51% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 145,305 | 34,382 | 0.42% | 0.42% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 142,547 | 33,729 | 5.7% | 5.7% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Firestone Capital Management | History | No change | 141,568 | 33,497 | 6.24% | 6.24% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M&T BANK CORP | History | No change | 140,137 | 33,159 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 140,046 | 33,138 | 3.34% | 3.34% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Alpha, LLC | History | No change | 139,306 | 32,963 | 0.81% | 0.81% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KilterHowling LLC | History | No change | 139,303 | 32,961 | 14.77% | 14.77% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 138,486 | 32,768 | 0.22% | 0.22% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 136,218 | 32,573 | 4.68% | 4.68% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 135,491 | 32,059 | 13.74% | 13.74% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ProVise Management Group, LLC | History | No change | 135,272 | 32,008 | 2.15% | 2.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 133,957 | 31,696 | 11.72% | 11.72% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 132,966 | 31,462 | 2.66% | 2.66% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Buska Wealth Management, LLC | History | No change | 131,990 | 31,231 | 11.26% | 11.26% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 130,539 | 30,888 | 0.67% | 0.67% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 130,531 | 30,886 | 0.29% | 0.29% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 124,804 | 30,777 | 1.61% | 1.61% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 129,983 | 30,756 | 0.36% | 0.36% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 129,495 | 30,641 | 1.46% | 1.46% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carr Financial Group Corp | History | No change | 127,747 | 30,227 | 6.96% | 6.96% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | No change | 127,651 | 30,204 | 0.68% | 0.68% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 125,816 | 29,770 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 124,375 | 29,429 | 13.95% | 13.95% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AGF MANAGEMENT LTD | History | No change | 123,700 | 29,269 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 123,689 | 29,267 | 0.99% | 0.99% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 123,117 | 29,132 | 0.29% | 0.29% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 123,176 | 29,126 | 5.88% | 5.88% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 123,074 | 29,121 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 122,288 | 28,935 | 20.52% | 20.52% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Granite FO LLC | History | No change | 121,335 | 28,710 | 15.18% | 15.18% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Select Asset Management & Trust | History | No change | 120,904 | 28,608 | 8.24% | 8.24% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 120,723 | 28,567 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 124,162 | 28,359 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prepared Retirement Institute LLC | History | No change | 119,642 | 28,309 | 12.05% | 12.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 119,559 | 28,290 | 0.53% | 0.53% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 118,186 | 27,965 | 12.32% | 12.32% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 117,924 | 27,903 | 2.41% | 2.41% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advantage, Inc. | History | No change | 117,497 | 27,802 | 3.39% | 3.39% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ariston Services Group | History | No change | 117,216 | 27,735 | 15.3% | 15.3% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 116,580 | 27,585 | 0.33% | 0.33% | 192 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GEN Financial Management, INC. | History | No change | 115,778 | 27,395 | 16.39% | 16.39% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 115,533 | 27,337 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 115,490 | 27,327 | 1.38% | 1.38% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compass Financial Group, INC/SD | History | No change | 115,105 | 27,236 | 3.13% | 3.13% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 114,747 | 27,151 | 2.53% | 2.53% | 197 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Goepper Burkhardt LLC | History | No change | 114,546 | 27,103 | 8.14% | 8.14% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 113,648 | 26,891 | 1.14% | 1.14% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 113,018 | 26,742 | 0.99% | 0.99% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Financial Network, Inc. | History | No change | 112,982 | 26,733 | 0.83% | 0.83% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Coston, McIsaac & Partners | History | No change | 111,164 | 26,303 | 5.29% | 5.29% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 110,601 | 26,170 | 0.62% | 0.62% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 110,414 | 26,126 | 1.09% | 1.09% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 109,958 | 26,018 | 0.33% | 0.33% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 109,943 | 26,014 | 0.47% | 0.47% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 109,776 | 25,975 | 0.85% | 0.85% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 109,418 | 25,528 | 4.68% | 4.78% | 208 | +2,862 | 2.69% | Q3 2026 | Oct 01, 2026 |
| Markowski Investments | History | No change | 107,534 | 25,444 | 5.6% | 5.6% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 106,915 | 25,298 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BURNS J W & CO INC/NY | History | No change | 106,884 | 25,290 | 2.64% | 2.64% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SimpliFi, Inc. | History | No change | 106,855 | 25,284 | 9.99% | 9.99% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 105,705 | 25,011 | 4.41% | 4.41% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 105,682 | 25,006 | 0.28% | 0.28% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 104,996 | 24,844 | 0.87% | 0.87% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 104,486 | 24,723 | 0.14% | 0.14% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family CFO Inc | History | No change | 104,202 | 24,656 | 9.49% | 9.49% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wharton Business Group, LLC | History | No change | 104,183 | 24,651 | 0.82% | 0.82% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JT Stratford LLC | History | No change | 102,873 | 24,341 | 2.67% | 2.67% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 102,806 | 24,325 | 11.99% | 11.99% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 101,715 | 24,067 | 0.24% | 0.24% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 101,024 | 23,904 | 2.4% | 2.4% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Juno Financial Group LLC | History | No change | 100,746 | 23,838 | 8.45% | 8.45% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100,660 | 23,818 | 0.54% | 0.54% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LM Advisors LLC | History | No change | 100,570 | 23,788 | 2.75% | 2.75% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 99,741 | 23,600 | 0.41% | 0.41% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 99,618 | 23,571 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 98,637 | 23,339 | 4.6% | 4.6% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 98,217 | 23,240 | 1.42% | 1.42% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fusion Capital, LLC | History | No change | 97,999 | 23,188 | 5.39% | 5.39% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 97,990 | 23,186 | 0.73% | 0.73% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 97,877 | 23,159 | 0.47% | 0.47% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 97,629 | 23,100 | 7.17% | 7.17% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 97,336 | 23,031 | 0.44% | 0.44% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 97,311 | 23,025 | 0.93% | 0.93% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 97,120 | 22,980 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCS Capital Management LLC | History | No change | 96,591 | 22,855 | 0.22% | 0.22% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 96,523 | 22,839 | 13.67% | 13.67% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 96,222 | 22,767 | 6.42% | 6.42% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Family Manage LLC | History | No change | 94,506 | 22,362 | 2.29% | 2.29% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 94,443 | 22,347 | 5.43% | 5.43% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 90,563 | 22,131 | 0.42% | 0.42% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, LLC | History | No change | 92,401 | 21,863 | 0.56% | 0.56% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 92,269 | 21,832 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 91,173 | 21,573 | 1.12% | 1.12% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 90,854 | 21,497 | 6.12% | 6.12% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JNBA Financial Advisors | History | No change | 90,466 | 21,405 | 1.62% | 1.62% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 90,225 | 21,349 | 6.08% | 6.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORBES J M & CO LLP | History | No change | 89,951 | 21,284 | 1.67% | 1.67% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 89,640 | 21,210 | 6.6% | 6.6% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Advisors Network LLC | History | No change | 89,423 | 21,159 | 0.97% | 0.97% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diana Davis Spencer Foundation | History | No change | 88,754 | 21,000 | 38.03% | 38.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 88,411 | 20,919 | 0.8% | 0.8% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 87,802 | 20,775 | 0.25% | 0.25% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snider Financial Group | History | No change | 87,738 | 20,760 | 5.28% | 5.28% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 86,920 | 20,567 | 1.34% | 1.34% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 86,874 | 20,556 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 86,619 | 20,495 | 0.37% | 0.37% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | No change | 86,579 | 20,486 | 0.22% | 0.22% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 86,391 | 20,431 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 86,125 | 20,378 | 0.31% | 0.31% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 85,747 | 20,289 | 0.76% | 0.76% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 85,341 | 20,193 | 0.4% | 0.4% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Annex Advisory Services, LLC | History | No change | 84,964 | 20,104 | 0.34% | 0.34% | 264 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Councilmark Asset Management, LLC | History | No change | 83,740 | 19,814 | 10.49% | 10.49% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 83,264 | 19,701 | 1.22% | 1.22% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 83,181 | 19,682 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Apollon Financial, LLC | History | No change | 82,647 | 19,556 | 2.31% | 2.31% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 82,631 | 19,552 | 3.53% | 3.53% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mittelman Wealth Management | History | No change | 15,197 | 19,537 | 12.92% | 12.92% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 82,239 | 19,459 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 81,857 | 19,370 | 0.18% | 0.18% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vanguard National Trust Co | History | No change | 81,361 | 19,251 | 1.05% | 1.05% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 81,124 | 19,195 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANOVER ADVISORS INC | History | No change | 81,004 | 19,167 | 6.9% | 6.9% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 80,141 | 18,962 | 1.71% | 1.71% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.B. Root & Company, LLC | History | No change | 80,066 | 18,945 | 4.02% | 4.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 80,014 | 18,932 | 0.75% | 0.75% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reality Financial Planning Services, LLC | History | No change | 79,591 | 18,832 | 18.17% | 18.17% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 78,228 | 18,510 | 1.78% | 1.78% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 78,197 | 18,502 | 0.8% | 0.8% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWAN Capital LLC | History | No change | 77,910 | 18,435 | 6.31% | 6.31% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 77,641 | 18,371 | 3.9% | 3.9% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 77,453 | 18,326 | 6.3% | 6.3% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 77,346 | 18,301 | 1.4% | 1.4% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 77,141 | 18,253 | 0.2% | 0.2% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 76,464 | 18,100 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 75,866 | 17,951 | 15.42% | 15.42% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 75,800 | 17,935 | 1.8% | 1.8% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WASHINGTON TRUST Co | History | No change | 75,392 | 17,839 | 0.55% | 0.55% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CRA Financial Services, LLC | History | No change | 75,328 | 17,824 | 2.05% | 2.05% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Management Group, Inc. | History | No change | 74,999 | 17,746 | 2.6% | 2.6% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martel Wealth Advisors LLC | History | No change | 74,740 | 17,685 | 2.78% | 2.78% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 74,635 | 17,660 | 0.28% | 0.28% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 74,612 | 17,654 | 0.13% | 0.13% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 73,518 | 17,473 | 3.65% | 3.65% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Circle Wealth Management, LLC | History | No change | 73,810 | 17,464 | 0.22% | 0.22% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 73,531 | 17,398 | 0.5% | 0.5% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 73,207 | 17,322 | 11.08% | 11.08% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 73,070 | 17,289 | 1.12% | 1.12% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |