VANGUARD WHITEHALL FUNDS - VIGI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | History | No change | 8,253,048 | 770,669 | 2.94% | 2.94% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 5,664,422 | 528,943 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,327,511 | 310,722 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,255,097 | 210,580 | 1.58% | 1.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,840,928 | 171,190 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,396,128 | 130,370 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,034,548 | 96,606 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,002,671 | 93,629 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 826,631 | 77,190 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 772,641 | 72,149 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 719,307 | 67,169 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 662,305 | 61,846 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 486,689 | 45,447 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Financial Advisors, LLC | History | No change | 467,369 | 43,642 | 5.25% | 5.25% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCS Capital Management LLC | History | No change | 453,606 | 42,357 | 0.4% | 0.4% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 442,685 | 41,338 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advantage, Inc. | History | No change | 431,472 | 40,290 | 4.92% | 4.92% | 17 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 415,574 | 38,806 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 366,196 | 34,195 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 311,596 | 29,096 | 3.78% | 3.78% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 309,736 | 28,923 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 308,892 | 28,844 | 0.32% | 0.32% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 291,140 | 27,186 | 1.93% | 1.93% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 288,295 | 26,921 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 280,744 | 26,215 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 280,585 | 26,201 | 5.28% | 5.28% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 267,741 | 25,001 | 1.19% | 1.19% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VeraBank, N.A. | History | No change | 256,504 | 23,952 | 3.96% | 3.96% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 247,488 | 23,280 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 234,434 | 21,891 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focused Wealth Management, Inc | History | No change | 233,837 | 21,835 | 1.9% | 1.9% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 228,049 | 21,295 | 0.24% | 0.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 213,810 | 19,965 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 208,540 | 19,473 | 2.23% | 2.23% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 206,356 | 19,269 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 205,462 | 19,186 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEN Financial Management, INC. | History | No change | 203,882 | 19,038 | 11.39% | 11.39% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 197,383 | 18,431 | 1.84% | 1.84% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 193,578 | 18,076 | 0.45% | 0.45% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | Reduced | 186,845 | 17,641 | 0.27% | 0.27% | 40 | -2,757 | -1.45% | Q3 2026 | Oct 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 188,295 | 17,589 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 183,119 | 17,099 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 160,976 | 15,031 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 152,517 | 14,242 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 138,686 | 12,950 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 136,583 | 12,754 | 3.88% | 3.88% | 46 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SWAN Capital LLC | History | No change | 134,663 | 12,574 | 4.3% | 4.3% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Human Investing LLC | History | No change | 133,882 | 12,501 | 1.62% | 1.62% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAXTER BROS INC | History | No change | 129,664 | 12,108 | 1.4% | 1.4% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 129,548 | 12,097 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Landmark Wealth Management, LLC | History | No change | 129,206 | 12,065 | 2.89% | 2.89% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 128,156 | 11,967 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAGCO, INC. | History | No change | 125,877 | 11,754 | 2.17% | 2.17% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Silver Lake Advisory, LLC | History | No change | 125,809 | 11,748 | 4.2% | 4.2% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rothschild Wealth LLC | History | No change | 125,071 | 11,678 | 0.93% | 0.93% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revisor Wealth Management LLC | History | No change | 119,706 | 11,178 | 2.69% | 2.69% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 118,373 | 11,053 | 0.94% | 0.94% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 117,873 | 11,006 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 111,788 | 10,438 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 109,719 | 10,245 | 2.49% | 2.49% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wedmont Private Capital | History | Reduced | 108,634 | 10,201 | 0.24% | 0.3% | 61 | -5,285 | -4.64% | Q3 2026 | Oct 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 109,130 | 10,190 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 108,838 | 10,163 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 108,402 | 10,122 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 106,542 | 10,059 | 1.1% | 1.09% | 65 | -442 | -0.41% | Q3 2026 | Oct 09, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 106,532 | 10,058 | 4.64% | 5.28% | 66 | -12,700 | -10.65% | Q3 2026 | Oct 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 106,142 | 10,021 | 2.07% | 1.98% | 67 | +2,392 | 2.31% | Q3 2026 | Oct 05, 2026 |
| Goldstone Financial Group, LLC | History | No change | 106,460 | 9,941 | 0.91% | 0.91% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group, Inc. | History | No change | 105,057 | 9,810 | 5.15% | 5.15% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 102,162 | 9,539 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madson Wealth Advisors Inc | History | No change | 96,283 | 8,990 | 6.11% | 6.11% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Verum Partners LLC | History | No change | 96,027 | 8,967 | 1.34% | 1.34% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 93,350 | 8,717 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 91,777 | 8,570 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BCGM Wealth Management, LLC | History | No change | 91,367 | 8,531 | 1.8% | 1.8% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clarion Wealth Managment Partners, LLC | History | No change | 89,143 | 8,324 | 6.72% | 6.72% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 87,035 | 8,217 | 1.24% | 1.22% | 77 | -348 | -0.4% | Q3 2026 | Oct 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 86,949 | 8,137 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 86,451 | 8,072 | 2.29% | 2.29% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 86,261 | 8,055 | 0.18% | 0.18% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ariston Services Group | History | No change | 85,423 | 7,976 | 4.4% | 4.4% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 85,265 | 7,962 | 0.6% | 0.6% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 83,234 | 7,772 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 81,254 | 7,732 | 0.75% | 0.75% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Wealth Partners | History | No change | 81,365 | 7,597 | 0.87% | 0.87% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 80,470 | 7,514 | 4.49% | 4.49% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 79,916 | 7,462 | 1.16% | 1.16% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Addison Advisors LLC | History | No change | 79,461 | 7,420 | 3.5% | 3.5% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 79,453 | 7,419 | 0.74% | 0.74% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 78,233 | 7,305 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 77,823 | 7,267 | 0.88% | 0.88% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 77,310 | 7,219 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 77,161 | 7,205 | 0.94% | 0.94% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 75,500 | 7,050 | 0.46% | 0.46% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 75,207 | 7,022 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 70,903 | 6,620 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Reduced | 70,640 | 6,616 | 0.08% | 0.1% | 97 | -2,465 | -3.37% | Q3 2026 | Oct 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 69,338 | 6,474 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 68,858 | 6,429 | 0.55% | 0.55% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 67,975 | 6,347 | 0.32% | 0.32% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VANCE WEALTH, LLC | History | No change | 67,596 | 6,312 | 1.42% | 1.42% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 65,659 | 6,131 | 0.26% | 0.26% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 59,360 | 5,912 | 1.55% | 1.55% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opus Financial Solutions LLC | History | No change | 61,793 | 5,770 | 4.65% | 4.65% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 61,514 | 5,744 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 61,270 | 5,721 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | No change | 60,858 | 5,682 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 60,684 | 5,666 | 0.33% | 0.33% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,669 | 5,665 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 60,181 | 5,619 | 1.19% | 1.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 59,968 | 5,599 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 59,718 | 5,576 | 0.94% | 0.94% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 58,753 | 5,486 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 58,682 | 5,479 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MCF Advisors LLC | History | No change | 55,829 | 5,213 | 0.19% | 0.19% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Mark Nickell & Co. | History | No change | 55,320 | 5,165 | 4.12% | 4.12% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NCM Capital Management, LLC | History | No change | 54,868 | 5,123 | 1.58% | 1.58% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 54,115 | 5,053 | 0.72% | 0.72% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 53,720 | 5,016 | 0.21% | 0.21% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 51,562 | 4,814 | 3.87% | 3.87% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 49,849 | 4,654 | 2.1% | 2.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 49,274 | 4,601 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 48,266 | 4,507 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Gotham Asset Management, LLC | History | No change | 46,941 | 4,383 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 46,650 | 4,356 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 46,515 | 4,343 | 1.47% | 1.47% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 46,305 | 4,323 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 43,707 | 4,233 | 0.32% | 0.32% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 44,277 | 4,134 | 1.75% | 1.75% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 43,872 | 4,096 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 43,214 | 4,035 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 42,040 | 3,925 | 2.16% | 2.16% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 40,374 | 3,770 | 0.2% | 0.2% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 39,901 | 3,725 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 39,844 | 3,720 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 39,721 | 3,709 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 39,684 | 3,705 | 0.47% | 0.47% | 137 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Red Mountain Financial, LLC | History | No change | 39,428 | 3,681 | 3.09% | 3.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 39,136 | 3,654 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 38,924 | 3,634 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stokes Family Office, LLC | History | No change | 38,741 | 3,617 | 0.42% | 0.42% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 38,210 | 3,568 | 2.84% | 2.84% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 37,508 | 3,502 | 0.37% | 0.37% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 36,818 | 3,438 | 0.21% | 0.21% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 36,416 | 3,400 | 0.33% | 0.33% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Preferred, LLC | History | No change | 35,698 | 3,389 | 0.52% | 0.52% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | No change | 35,945 | 3,356 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 35,890 | 3,351 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Investment Center, Inc. | History | No change | 35,744 | 3,337 | 0.55% | 0.55% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OMC Financial Services LTD | History | No change | 35,740 | 3,337 | 1.11% | 1.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JT Stratford LLC | History | No change | 35,203 | 3,287 | 0.36% | 0.36% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 34,324 | 3,205 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 34,233 | 3,196 | 0.55% | 0.55% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Added to | 33,711 | 3,183 | 0.97% | 1.35% | 154 | +2,057 | 6.5% | Q3 2026 | Oct 08, 2026 |
| FreeGulliver LLC | History | No change | 34,046 | 3,179 | 1.12% | 1.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 33,999 | 3,174 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,903 | 3,165 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whipplewood Advisors, LLC | History | No change | 33,159 | 3,096 | 2.08% | 2.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Daniel Investment Group, Inc. | History | No change | 33,096 | 3,090 | 1.83% | 1.83% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 32,907 | 3,072 | 2.48% | 2.48% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,053 | 2,993 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 21 West Wealth Management LLC | History | No change | 31,802 | 2,969 | 2.54% | 2.54% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 31,712 | 2,961 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 31,411 | 2,933 | 1.1% | 1.1% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 31,232 | 2,916 | 0.33% | 0.33% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 31,200 | 2,913 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arrowroot Family Office, LLC | History | No change | 31,131 | 2,907 | 0.83% | 0.83% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 31,029 | 2,897 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 30,839 | 2,879 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 30,655 | 2,862 | 0.25% | 0.25% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset One Wealth Management LLC | History | No change | 29,538 | 2,822 | 0.3% | 0.3% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESCAP Management Group, Inc. | History | No change | 29,876 | 2,789 | 0.52% | 0.52% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 29,716 | 2,774 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 29,595 | 2,763 | 1.14% | 1.14% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 29,410 | 2,746 | 1.27% | 1.27% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Capital Group | History | Added to | 28,990 | 2,737 | 0.32% | 0.32% | 176 | +82 | 0.28% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 28,366 | 2,648 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 27,953 | 2,646 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 28,249 | 2,637 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aspect Partners, LLC | History | No change | 27,851 | 2,600 | 0.97% | 0.97% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 27,524 | 2,570 | 0.93% | 0.93% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BFSG, LLC | History | No change | 26,597 | 2,483 | 0.22% | 0.22% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Professional Financial Advisors, LLC | History | No change | 26,407 | 2,465 | 0.43% | 0.43% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 26,223 | 2,448 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nikulski Financial, Inc. | History | No change | 26,188 | 2,445 | 0.53% | 0.53% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26,047 | 2,432 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 25,641 | 2,394 | 0.75% | 0.75% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 25,273 | 2,359 | 0.58% | 0.58% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bahl & Gaynor LLC | History | No change | 25,152 | 2,348 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,091 | 2,344 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Junk Investment Group, LLC | History | No change | 24,916 | 2,326 | 1.03% | 1.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,856 | 2,321 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 23,952 | 2,236 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,492 | 2,218 | 0.02% | 0.02% | 194 | +1,528 | 6.96% | Q3 2026 | Oct 08, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 23,454 | 2,214 | 0.35% | 0.36% | 195 | -221 | -0.93% | Q3 2026 | Oct 08, 2026 |
| Compass Advisory Group LLC | History | No change | 23,690 | 2,212 | 0.53% | 0.53% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Causey Wealth LLC | History | No change | 23,596 | 2,203 | 0.86% | 0.86% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Five Pine Wealth Management | History | No change | 23,460 | 2,190 | 1.24% | 1.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 23,290 | 2,174 | 0.21% | 0.21% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 23,027 | 2,150 | 0.51% | 0.51% | 200 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 22,888 | 2,137 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| New Insight Wealth Advisors | History | No change | 22,444 | 2,095 | 0.62% | 0.62% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shore Point Advisors, LLC | History | No change | 22,428 | 2,094 | 0.72% | 0.72% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 22,349 | 2,086 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 22,069 | 2,083 | 0.06% | 0.07% | 205 | -6,399 | -22.48% | Q3 2026 | Oct 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 22,110 | 2,064 | 1.03% | 1.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 21,564 | 2,013 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 21,409 | 1,999 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 21,263 | 1,985 | 0.62% | 0.62% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essex Financial Services, Inc. | History | No change | 21,197 | 1,979 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 21,121 | 1,972 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eagle Strategies LLC | History | No change | 21,100 | 1,970 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 20,643 | 1,927 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 20,548 | 1,919 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Occidental Asset Management, LLC | History | No change | 20,477 | 1,912 | 0.19% | 0.19% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 20,203 | 1,886 | 0.84% | 0.84% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,589 | 1,829 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Decker Retirement Planning Inc. | History | No change | 19,573 | 1,827 | 0.62% | 0.62% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19,014 | 1,775 | 0.18% | 0.18% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finward Bancorp | History | No change | 18,864 | 1,761 | 1.34% | 1.34% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savvy Advisors, Inc. | History | No change | 18,819 | 1,757 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lafayette Investments, Inc. | History | No change | 18,772 | 1,752 | 0.32% | 0.32% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 18,532 | 1,730 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 18,506 | 1,728 | 0.19% | 0.19% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 18,344 | 1,712 | 0.18% | 0.18% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF VERMONT | History | No change | 18,290 | 1,707 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hendershot Investments Inc. | History | No change | 18,076 | 1,687 | 0.22% | 0.22% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barry Investment Advisors, LLC | History | No change | 17,763 | 1,658 | 0.35% | 0.35% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TBH Global Asset Management, LLC | History | No change | 17,729 | 1,655 | 0.3% | 0.3% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 17,600 | 1,643 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | No change | 17,438 | 1,628 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fullerton Advisors, LLC | History | No change | 17,348 | 1,619 | 1.51% | 1.51% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M3 Wealth Management, LLC | History | No change | 17,325 | 1,617 | 1.05% | 1.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 17,180 | 1,613 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 16,960 | 1,583 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWS Financial Advisors, LLC | History | No change | 16,748 | 1,563 | 0.35% | 0.35% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,689 | 1,558 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 16,354 | 1,527 | 0.09% | 0.09% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,983 | 1,492 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 15,910 | 1,485 | 0.13% | 0.13% | 240 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 15,770 | 1,472 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 15,770 | 1,472 | 0.12% | 0.12% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15,201 | 1,422 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 15,210 | 1,420 | 0.76% | 0.76% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 15,047 | 1,405 | 0.81% | 0.81% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 15,030 | 1,403 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 15,011 | 1,401 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 14,886 | 1,393 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 14,925 | 1,393 | 0.21% | 0.21% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 14,671 | 1,385 | 0.12% | 0.12% | 250 | -468 | -3.09% | Q3 2026 | Oct 07, 2026 |
| Breakwater Investment Management | History | No change | 14,788 | 1,380 | 0.47% | 0.47% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 14,464 | 1,350 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 14,440 | 1,348 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valtrion Capital Management, LLC | History | No change | 14,147 | 1,321 | 0.98% | 0.98% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | No change | 13,932 | 1,300 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 13,847 | 1,293 | 0.25% | 0.25% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRB Wealth Management, LLC | History | No change | 13,359 | 1,247 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 13,244 | 1,236 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 13,138 | 1,226 | 0.34% | 0.34% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 12,975 | 1,211 | 0.1% | 0.1% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avestar Capital, LLC | History | No change | 12,710 | 1,186 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 12,697 | 1,185 | 0.18% | 0.18% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Square, LLC | History | No change | 12,467 | 1,183 | 0.52% | 0.52% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Formidable Asset Management, LLC | History | No change | 13,332 | 1,179 | 0.19% | 0.19% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 12,615 | 1,177 | 0.41% | 0.41% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WARNER FINANCIAL, INC | History | No change | 12,568 | 1,173 | 0.34% | 0.34% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 12,528 | 1,169 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Segment Wealth Management, LLC | History | No change | 12,463 | 1,163 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,377 | 1,155 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,304 | 1,148 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,281 | 1,146 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | No change | 12,175 | 1,136 | 0.18% | 0.18% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockingstone Advisors LLC | History | No change | 12,093 | 1,129 | 0.45% | 0.45% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 11,980 | 1,118 | 0.28% | 0.28% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 11,896 | 1,110 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,786 | 1,100 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ESL Trust Services, LLC | History | No change | 11,582 | 1,081 | 0.18% | 0.18% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 11,645 | 1,071 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,390 | 1,063 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,342 | 1,059 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 11,022 | 1,029 | 0.26% | 0.26% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,000 | 1,027 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 10,946 | 1,022 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 10,735 | 1,002 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLB&B Advisors, LLC | History | No change | 10,688 | 998 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 10,475 | 978 | 0.45% | 0.45% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 10,431 | 974 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 10,384 | 969 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 10,349 | 966 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 10,311 | 962 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blossom Wealth Management | History | No change | 10,278 | 959 | 1.35% | 1.35% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Round Rock Advisors LLC | History | No change | 10,109 | 943 | 0.12% | 0.12% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 9,918 | 926 | 0.91% | 0.91% | 293 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHP Wealth Management | History | No change | 9,830 | 917 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,778 | 913 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 9,709 | 906 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 9,666 | 902 | 0.59% | 0.59% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOM Asset Management Ltd | History | No change | 9,480 | 885 | 0.23% | 0.23% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 9,327 | 870 | 0.3% | 0.3% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StrongBox Wealth, LLC | History | No change | 9,156 | 854 | 0.24% | 0.24% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 9,103 | 850 | 0.23% | 0.23% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 9,010 | 843 | 0.28% | 0.28% | 302 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTRAL TRUST Co | History | No change | 8,971 | 837 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 8,932 | 833 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 8,892 | 830 | 0.25% | 0.25% | 305 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| City State Bank | History | No change | 8,845 | 825 | 0.19% | 0.19% | 306 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,796 | 821 | 0.05% | 0.05% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,309 | 816 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 8,630 | 805 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 8,591 | 802 | 0.18% | 0.18% | 310 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 8,492 | 792 | 0.44% | 0.44% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 8,477 | 791 | 0.15% | 0.15% | 312 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | No change | 8,424 | 787 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 8,408 | 785 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Artesa Financial Group, LLC | History | No change | 8,330 | 777 | 0.66% | 0.66% | 315 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 8,261 | 771 | 0.19% | 0.19% | 316 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 8,248 | 770 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 8,217 | 767 | 0.06% | 0.06% | 318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | No change | 8,031 | 749 | 0.07% | 0.07% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 8,007 | 747 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,010 | 747 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 7,789 | 735 | 0.25% | 0.22% | 323 | +192 | 2.53% | Q3 2026 | Oct 08, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 7,809 | 735 | 0.15% | 0.15% | 322 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 7,765 | 725 | 0.34% | 0.34% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 7,762 | 724 | 0.18% | 0.18% | 325 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Turner Financial Group, Inc. | History | No change | 7,636 | 713 | 0.71% | 0.71% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 7,434 | 694 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,372 | 688 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 7,162 | 668 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 7,038 | 657 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 6,935 | 655 | 0.19% | 0.2% | 331 | -224 | -3.13% | Q3 2026 | Oct 09, 2026 |
| MAI Capital Management | History | No change | 6,982 | 651 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,982 | 651 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 6,978 | 651 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 6,806 | 635 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 6,753 | 630 | 0.21% | 0.21% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 7,035 | 628 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 6,700 | 625 | 0.09% | 0.09% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballast Financial Advisors LLC | History | No change | 6,689 | 624 | 0.56% | 0.56% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 6,644 | 620 | 0.07% | 0.07% | 340 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parker Financial LLC | History | No change | 6,624 | 618 | 0.23% | 0.23% | 341 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garde Capital, Inc. | History | No change | 6,444 | 601 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,355 | 593 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,348 | 592 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 6,155 | 588 | 0.07% | 0.07% | 345 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,293 | 587 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Management Trust, LLC | History | No change | 6,280 | 586 | 0.53% | 0.53% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 6,244 | 583 | 0.2% | 0.2% | 348 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | No change | 6,100 | 569 | 0.39% | 0.39% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,088 | 568 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,050 | 564 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 5,936 | 554 | 0.38% | 0.38% | 352 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Navalign, LLC | History | No change | 5,933 | 554 | 0.13% | 0.13% | 353 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 5,842 | 551 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,834 | 544 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| InTrack Investment Management Inc | History | No change | 5,690 | 531 | 0.26% | 0.26% | 356 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 5,621 | 524 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,566 | 519 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,438 | 513 | 0.05% | 0.05% | 359 | -85 | -1.54% | Q3 2026 | Oct 09, 2026 |
| BARCLAYS PLC | History | No change | 5,440 | 507 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,401 | 504 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 5,407 | 504 | 0.09% | 0.09% | 362 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOS Asset Management, LLC | History | No change | 5,333 | 503 | 0.12% | 0.12% | 363 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 5,300 | 494 | 0.18% | 0.18% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 5,098 | 481 | 0.11% | 0.05% | 365 | +2,730 | 115.29% | Q3 2026 | Oct 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,143 | 480 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 5,004 | 467 | 0.26% | 0.26% | 367 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,905 | 458 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northstar Group, Inc. | History | No change | 4,881 | 455 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,829 | 450 | 0.16% | 0.16% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,814 | 449 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,800 | 448 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,706 | 439 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LJI Wealth Management, LLC | History | No change | 4,710 | 439 | 0.06% | 0.06% | 374 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,640 | 433 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,580 | 427 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 4,502 | 425 | 0.03% | 0.03% | 377 | +4 | 0.09% | Q3 2026 | Oct 08, 2026 |
| GuidedMoney, LLC | History | No change | 4,540 | 423 | 0.2% | 0.2% | 378 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 4,444 | 414 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 4,399 | 410 | 0.2% | 0.2% | 380 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,381 | 409 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SFMG, LLC | History | No change | 4,309 | 402 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,303 | 401 | 0.19% | 0.19% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,242 | 396 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Friday Financial | History | Added to | 4,202 | 394 | 0.08% | 0.1% | 385 | +449 | 11.96% | Q3 2026 | Oct 09, 2026 |
| Sun Group Wealth Partners | History | No change | 4,198 | 392 | 0.27% | 0.27% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,171 | 391 | 0.3% | 0.47% | 387 | -2,558 | -38.01% | Q3 2026 | Oct 07, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 4,194 | 391 | 0.33% | 0.33% | 388 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,187 | 390 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 4,084 | 381 | 0.32% | 0.32% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUE Private Wealth Advisors | History | No change | 4,054 | 378 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,050 | 378 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 4,043 | 377 | 0.13% | 0.13% | 393 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cedarwood Wealth LLC | History | No change | 4,045 | 377 | 0.28% | 0.28% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Citizens Business Bank | History | No change | 3,965 | 370 | 0.06% | 0.06% | 395 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | No change | 3,953 | 369 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Investment Management Inc | History | No change | 3,917 | 366 | 0.1% | 0.1% | 397 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,909 | 365 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 3,760 | 365 | 0.09% | 0.09% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 3,728 | 348 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 3,665 | 348 | 0.13% | 0.13% | 401 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Root Financial Partners, LLC | History | No change | 3,726 | 347 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,713 | 346 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 3,710 | 346 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Paragon Capital Management Ltd | History | Added to | 3,654 | 344 | 0.06% | 0.06% | 405 | +1 | 0.03% | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,633 | 343 | 0.01% | 0.01% | 406 | +227 | 6.66% | Q3 2026 | Oct 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,650 | 340 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,641 | 339 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 3,579 | 334 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GreatBanc Trust CO | History | No change | 3,550 | 331 | 0.21% | 0.21% | 410 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| tru Independence LLC | History | No change | 3,545 | 331 | 0.14% | 0.14% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,525 | 329 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 3,460 | 323 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 3,461 | 323 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,440 | 321 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Summit Global Investments | History | No change | 3,441 | 321 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 3,295 | 320 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 3,357 | 313 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,315 | 309 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,256 | 304 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | No change | 3,252 | 303 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,240 | 302 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,235 | 302 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,224 | 301 | 0.08% | 0.08% | 424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,214 | 300 | 0.07% | 0.07% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CGN Advisors LLC | History | No change | 3,203 | 299 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 3,196 | 298 | 0.13% | 0.13% | 427 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,174 | 296 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,131 | 295 | 0.0% | 0.0% | 429 | +261 | 9.09% | Q3 2026 | Oct 08, 2026 |
| Martin Capital Partners, LLC | History | Added to | 3,114 | 294 | 0.11% | 0.1% | 430 | +56 | 1.83% | Q3 2026 | Oct 07, 2026 |
| William Mack & Associates, Inc. | History | No change | 3,150 | 294 | 0.1% | 0.1% | 431 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 3,143 | 293 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,125 | 291 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | No change | 3,107 | 290 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 3,099 | 289 | 0.46% | 0.46% | 435 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 3,056 | 285 | 0.18% | 0.18% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 3,049 | 284 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,018 | 281 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,000 | 280 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 2,990 | 279 | 0.12% | 0.12% | 440 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,956 | 276 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corsicana & Co. | History | No change | 2,966 | 276 | 0.13% | 0.13% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,952 | 275 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beta Wealth Group, Inc. | History | No change | 2,948 | 275 | 0.1% | 0.1% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dakota Wealth Management | History | No change | 2,921 | 272 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,922 | 272 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,903 | 271 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,900 | 270 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,891 | 269 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,850 | 266 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 2,833 | 264 | 0.17% | 0.17% | 451 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,826 | 263 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,825 | 263 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,814 | 262 | 0.11% | 0.11% | 454 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,705 | 257 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 2,760 | 257 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,752 | 256 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,724 | 254 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Andina Capital Management, LLC | History | No change | 2,718 | 253 | 0.41% | 0.41% | 459 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 2,720 | 253 | 0.08% | 0.08% | 460 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 2,700 | 252 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Squire Investment Management Company, LLC | History | No change | 2,709 | 252 | 0.06% | 0.06% | 462 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 2,688 | 251 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millington Financial Advisors, LLC | History | No change | 2,600 | 247 | 0.1% | 0.1% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | No change | 2,641 | 246 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 2,772 | 245 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,617 | 244 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,593 | 242 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 2,602 | 242 | 0.1% | 0.1% | 469 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 2,591 | 241 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,560 | 239 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIGHTON JONES LLC | History | No change | 2,558 | 238 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,552 | 238 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 2,500 | 236 | 0.15% | 0.15% | 474 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,517 | 235 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 2,521 | 235 | 0.04% | 0.04% | 476 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,505 | 233 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,480 | 231 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 2,433 | 231 | 0.06% | 0.06% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Asset Management, LLC | History | No change | 2,469 | 230 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 2,452 | 228 | 0.06% | 0.06% | 481 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 2,437 | 227 | 0.14% | 0.14% | 482 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 2,423 | 226 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,421 | 226 | 0.05% | 0.05% | 484 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 2,382 | 222 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 2,384 | 222 | 0.04% | 0.04% | 486 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,375 | 221 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 2,369 | 221 | 0.14% | 0.14% | 488 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 4,564 | 220 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,364 | 220 | 0.02% | 0.02% | 490 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2,351 | 219 | 0.15% | 0.15% | 491 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,349 | 219 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equity Wealth Partners, LLC | History | No change | 2,335 | 218 | 0.08% | 0.08% | 493 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Principle Wealth Partners LLC | History | No change | 2,323 | 216 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 2,283 | 215 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Donalies Financial Planning, LLC | History | No change | 2,307 | 215 | 0.16% | 0.16% | 496 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Scott Capital Advisors, LLC | History | No change | 2,295 | 214 | 0.03% | 0.03% | 497 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ASPIRIANT, LLC | History | No change | 2,277 | 212 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,271 | 212 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farrell Financial LLC | History | No change | 2,272 | 212 | 0.11% | 0.11% | 500 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 2,214 | 206 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cedar Wealth Management, LLC | History | No change | 2,168 | 202 | 0.05% | 0.05% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,171 | 202 | 0.02% | 0.02% | 503 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,159 | 201 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,142 | 200 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,150 | 200 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,147 | 200 | 0.17% | 0.17% | 507 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,668 | 155 | 0.03% | 0.03% | 508 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Colonial Trust Co / SC | History | No change | 1,600 | 149 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,395 | 130 | 0.04% | 0.04% | 510 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Capital Management LLC | History | No change | 1,345 | 125 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | No change | 1,326 | 123 | 0.06% | 0.06% | 512 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,305 | 121 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,282 | 119 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,184 | 110 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,134 | 105 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 1,132 | 105 | 0.02% | 0.02% | 517 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Piscataqua Savings Bank | History | No change | 1,134 | 105 | 0.07% | 0.07% | 518 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Analysts, LLC | History | No change | 1,110 | 103 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midway Capital Research & Management | History | No change | 1,106 | 103 | 0.08% | 0.08% | 520 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,096 | 102 | 0.03% | 0.03% | 521 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 1,088 | 101 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 1,086 | 101 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,032 | 96 | 0.04% | 0.04% | 524 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | New | 980 | 92 | 0.05% | — | 526 | +980 | New | Q3 2026 | Oct 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 990 | 92 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 943 | 88 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 901 | 84 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strive Financial Group ,LLC | History | No change | 803 | 74 | 0.03% | 0.03% | 529 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 767 | 72 | 0.0% | 0.0% | 530 | +3 | 0.39% | Q3 2026 | Oct 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 745 | 69 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 734 | 68 | 0.04% | 0.04% | 532 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 726 | 67 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 721 | 67 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 720 | 67 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 685 | 63 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Capital Management LLC | History | No change | 680 | 63 | 0.02% | 0.02% | 537 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hickory Point Bank & Trust | History | No change | 665 | 62 | 0.04% | 0.04% | 538 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Purpose Unlimited Inc. | History | No change | 642 | 60 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 610 | 56 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 600 | 56 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 558 | 52 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atomic Invest LLC | History | No change | 522 | 48 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 510 | 47 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 502 | 46 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMG Wealth Management LLC | History | No change | 462 | 45 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 450 | 42 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 449 | 41 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 436 | 40 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 435 | 40 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 383 | 35 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | No change | 344 | 32 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 340 | 31 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 340 | 31 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 302 | 28 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 308 | 28 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 307 | 28 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Copia Wealth Management | History | No change | 288 | 26 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Banque Transatlantique SA | History | No change | 262 | 24 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 250 | 23 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 250 | 23 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Davis Capital Management | History | No change | 239 | 22 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 242 | 22 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IAG Wealth Partners, LLC | History | No change | 234 | 21 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 226 | 21 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Basepoint Wealth LLC | History | No change | 231 | 21 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 206 | 19 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 211 | 19 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 199 | 18 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 200 | 18 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Richardson Capital Management LLC | History | No change | 186 | 17 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 185 | 17 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 176 | 16 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacifica Partners Inc. | History | No change | 177 | 16 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 170 | 15 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perkins Coie Trust Co | History | No change | 159 | 14 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Napier Financial, LLC | History | No change | 144 | 13 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 131 | 12 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 133 | 12 | 0.01% | 0.01% | 579 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 124 | 11 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 128 | 11 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 109 | 10 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burk Holdings LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 97 | 9 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HOWE & RUSLING INC | History | No change | 100 | 9 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 104 | 9 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 77 | 7 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 78 | 7 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 81 | 7 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Timmons Wealth Management, LLC | History | No change | 76 | 7 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 75 | 6 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westend Capital Management, LLC | History | No change | 67 | 6 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 73 | 6 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crewe Advisors LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lodestone Wealth Management LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 44 | 4 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CNB Bank | History | No change | 51 | 4 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 35 | 3 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 23 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 23 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 01, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Strategies CORP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Networth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |