VANGUARD GROUP INC - VIOO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | No change | 1,115,920 | 153,483 | 2.91% | 2.91% | 1 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 867,438 | 119,307 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 825,868 | 113,590 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 594,078 | 81,709 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 591,038 | 81,291 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 442,935 | 60,921 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 430,671 | 59,227 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 378,299 | 52,031 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 363,428 | 49,985 | 0.15% | 0.15% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 394,894 | 49,725 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 361,491 | 49,386 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 355,333 | 48,872 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 350,597 | 48,221 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 338,693 | 46,583 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 304,644 | 41,900 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 268,540 | 36,935 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 264,227 | 36,358 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 250,961 | 34,517 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 231,279 | 31,810 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 225,666 | 31,038 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warwick Investment Management, Inc. | History | No change | 215,237 | 29,603 | 3.32% | 3.32% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 172,006 | 23,657 | 0.47% | 0.47% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 160,011 | 22,007 | 1.01% | 1.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wiser Wealth Management, Inc | History | No change | 153,116 | 21,059 | 4.03% | 4.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 148,330 | 20,401 | 1.55% | 1.55% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Day In July LLC | History | No change | 140,861 | 19,374 | 1.35% | 1.35% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 138,590 | 19,061 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 99,440 | 13,676 | 0.85% | 0.85% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 99,110 | 13,632 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 96,027 | 13,207 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 95,378 | 13,118 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 93,215 | 12,820 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 92,625 | 12,739 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Berman McAleer LLC | History | No change | 92,161 | 12,675 | 1.47% | 1.47% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 85,513 | 11,761 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 82,629 | 11,364 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 79,432 | 10,925 | 1.11% | 1.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 78,715 | 10,826 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 75,508 | 10,385 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 74,800 | 10,288 | 4.78% | 4.78% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 74,800 | 10,287 | 1.37% | 1.37% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 71,829 | 9,879 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | No change | 69,874 | 9,610 | 2.83% | 2.83% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Odyssey Group, LLC | History | No change | 63,866 | 8,784 | 2.38% | 2.38% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 56,442 | 7,763 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 52,315 | 7,195 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 52,126 | 7,169 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 50,942 | 7,006 | 0.41% | 0.41% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | No change | 50,221 | 6,907 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 48,798 | 6,711 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 47,731 | 6,564 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 47,337 | 6,510 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 46,504 | 6,396 | 2.19% | 2.19% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 44,096 | 6,064 | 1.69% | 1.69% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43,971 | 6,047 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 43,428 | 5,973 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,322 | 5,915 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| F/m Investments LLC | History | No change | 39,922 | 5,490 | 0.28% | 0.28% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 39,057 | 5,371 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 38,346 | 5,274 | 1.41% | 1.41% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 38,140 | 5,245 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 35,274 | 4,851 | 0.36% | 0.36% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CERTUITY, LLC | History | No change | 34,787 | 4,784 | 0.24% | 0.24% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 33,038 | 4,543 | 2.83% | 2.83% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 30,925 | 4,253 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 30,095 | 4,139 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | No change | 29,263 | 4,024 | 0.72% | 0.72% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Flower City Capital | History | No change | 28,781 | 3,958 | 1.74% | 1.74% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HBK Sorce Advisory LLC | History | No change | 28,323 | 3,909 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 27,976 | 3,847 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairway Wealth LLC | History | No change | 26,169 | 3,599 | 0.82% | 0.82% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 25,600 | 3,521 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 25,563 | 3,515 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 25,493 | 3,506 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 25,164 | 3,461 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REBALANCE, LLC | History | No change | 24,464 | 3,364 | 0.18% | 0.18% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sierra Capital LLC | History | No change | 24,313 | 3,344 | 0.32% | 0.32% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 23,508 | 3,233 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 22,637 | 3,113 | 1.38% | 1.38% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First American Bank | History | No change | 22,603 | 3,108 | 0.17% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | No change | 21,993 | 3,024 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Town Capital LLC | History | No change | 21,901 | 3,012 | 1.91% | 1.91% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Base Wealth Management LLC | History | No change | 20,951 | 2,881 | 1.34% | 1.34% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 20,548 | 2,826 | 0.54% | 0.54% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EQ LLC | History | No change | 20,543 | 2,825 | 0.69% | 0.69% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kropog Financial Group, LLC | History | No change | 20,178 | 2,775 | 1.96% | 1.96% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 24,136 | 2,771 | 1.75% | 1.75% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verum Partners LLC | History | No change | 20,002 | 2,751 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,956 | 2,744 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 19,334 | 2,659 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Councilor Wealth, LLC | History | No change | 18,793 | 2,584 | 1.05% | 1.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 18,274 | 2,513 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 17,821 | 2,451 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valpey Financial Services, LLC | History | No change | 17,357 | 2,387 | 1.42% | 1.42% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRA Financial Services, LLC | History | No change | 16,996 | 2,337 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,957 | 2,332 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 16,783 | 2,308 | 0.91% | 0.91% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,747 | 2,303 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 15,517 | 2,134 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 15,096 | 2,076 | 0.94% | 0.94% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 15,045 | 2,069 | 0.18% | 0.18% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | No change | 14,650 | 2,014 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| True North Advisors, LLC | History | No change | 14,028 | 1,929 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 14,004 | 1,926 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presper Financial Architects, LLC | History | No change | 13,730 | 1,888 | 0.99% | 0.99% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 13,294 | 1,828 | 1.45% | 1.45% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 13,369 | 1,826 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 13,160 | 1,810 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 12,913 | 1,776 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,275 | 1,688 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Composition Wealth, LLC | History | No change | 12,186 | 1,676 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Flagship Private Wealth, LLC | History | No change | 11,952 | 1,643 | 0.58% | 0.58% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 11,886 | 1,634 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempo Wealth, LLC | History | No change | 11,754 | 1,616 | 0.24% | 0.24% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | No change | 11,714 | 1,611 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FourThought Financial Partners, LLC | History | No change | 11,468 | 1,577 | 0.12% | 0.12% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 11,244 | 1,546 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 11,227 | 1,544 | 0.24% | 0.24% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HM PAYSON & CO | History | No change | 11,199 | 1,540 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pachira Investments Inc. | History | No change | 11,125 | 1,530 | 0.58% | 0.58% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 11,062 | 1,521 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Klingman & Associates, LLC | History | No change | 10,986 | 1,511 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,972 | 1,509 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anson Capital, Inc. | History | No change | 10,832 | 1,489 | 0.97% | 0.97% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 10,821 | 1,488 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coastline Trust Co | History | Reduced | 11,106 | 1,405 | 0.13% | 0.15% | 126 | -1,020 | -8.41% | Q3 2026 | Oct 01, 2026 |
| FMR LLC | History | No change | 9,995 | 1,374 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 9,872 | 1,357 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 9,841 | 1,353 | 0.76% | 0.76% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,807 | 1,348 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| waypoint wealth counsel | History | No change | 9,735 | 1,338 | 0.84% | 0.84% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,670 | 1,329 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 9,599 | 1,320 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,553 | 1,314 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGHT 2811, INC. | History | No change | 9,519 | 1,309 | 0.51% | 0.51% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 9,510 | 1,308 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENLEAF TRUST | History | No change | 9,336 | 1,284 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 9,024 | 1,241 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,000 | 1,237 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 8,779 | 1,207 | 0.19% | 0.19% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 8,642 | 1,188 | 0.84% | 0.84% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,328 | 1,145 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,304 | 1,142 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,087 | 1,112 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 8,074 | 1,110 | 0.2% | 0.2% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,935 | 1,091 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 7,881 | 1,063 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 7,881 | 1,063 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| National Philanthropic Trust | History | No change | 7,702 | 1,059 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 7,739 | 1,043 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northstar Group, Inc. | History | No change | 7,309 | 1,005 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 7,194 | 989 | 0.41% | 0.41% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 7,089 | 975 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,818 | 937 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,707 | 922 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hegarty Advisors, LLC | History | No change | 6,637 | 912 | 0.63% | 0.63% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 6,617 | 910 | 0.37% | 0.37% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,194 | 851 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Council, LLC | History | No change | 6,188 | 851 | 0.28% | 0.28% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Coast Investments LLC | History | No change | 6,160 | 847 | 0.25% | 0.25% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 6,076 | 835 | 0.32% | 0.32% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| US BANCORP \DE\ | History | No change | 5,921 | 814 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,794 | 796 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,788 | 796 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,829 | 796 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,747 | 790 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,706 | 784 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 5,683 | 781 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,619 | 772 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 5,612 | 771 | 0.3% | 0.3% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 5,579 | 767 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,508 | 757 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,354 | 736 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snider Financial Group | History | No change | 5,352 | 736 | 0.19% | 0.19% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,313 | 730 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,303 | 729 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 5,307 | 729 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,128 | 705 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 5,102 | 701 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,014 | 689 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | No change | 4,984 | 685 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 4,935 | 678 | 0.23% | 0.23% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,879 | 671 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 4,855 | 667 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 4,788 | 658 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 4,778 | 657 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 4,732 | 650 | 0.23% | 0.23% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,724 | 649 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,793 | 642 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,650 | 639 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 4,639 | 638 | 0.57% | 0.57% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 4,600 | 632 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,504 | 619 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 4,458 | 613 | 0.3% | 0.3% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,456 | 612 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,327 | 595 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,290 | 586 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caprock Group, LLC | History | No change | 4,255 | 585 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Soltis Investment Advisors LLC | History | No change | 4,243 | 583 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 4,234 | 582 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Breakwater Investment Management | History | No change | 4,179 | 574 | 0.2% | 0.2% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 4,172 | 573 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,151 | 569 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 4,094 | 563 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,084 | 561 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 4,077 | 560 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 4,065 | 559 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,037 | 555 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,974 | 546 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 3,962 | 544 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 3,941 | 542 | 0.33% | 0.33% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ironwood Financial, llc | History | No change | 4,014 | 539 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,894 | 535 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tribridge Partners Financial LLC | History | No change | 3,922 | 529 | 0.21% | 0.21% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,785 | 520 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIAWEALTH, LLC | History | No change | 3,780 | 519 | 0.26% | 0.26% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Affiance Financial, LLC | History | No change | 3,705 | 509 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,645 | 501 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,634 | 499 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,618 | 497 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 3,609 | 496 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 3,613 | 496 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,590 | 493 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,550 | 488 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 3,499 | 481 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ethic Inc. | History | No change | 3,487 | 479 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,446 | 473 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Trust | History | No change | 3,420 | 470 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,388 | 466 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Freedom, LLC | History | No change | 3,355 | 461 | 0.21% | 0.21% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,344 | 459 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | No change | 3,278 | 450 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centennial Bank/AR/ | History | No change | 3,254 | 447 | 0.14% | 0.14% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peak Planning Group, LLC | History | No change | 3,236 | 445 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,151 | 433 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAGCO, INC. | History | No change | 3,142 | 432 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 3,144 | 432 | 0.56% | 0.56% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,184 | 429 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 3,027 | 416 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Accel Wealth Management | History | No change | 3,008 | 413 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,998 | 412 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 2,986 | 410 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 2,925 | 402 | 0.24% | 0.24% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Factor Wealth Management LTD | History | No change | 2,920 | 401 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,302 | 394 | 0.19% | 0.19% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 2,837 | 391 | 0.23% | 0.23% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,806 | 385 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,772 | 384 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 2,775 | 381 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prospera Financial Services Inc | History | No change | 2,750 | 378 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,755 | 378 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,745 | 377 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Urban Financial Advisory Corp | History | No change | 2,694 | 370 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset One Wealth Management LLC | History | No change | 2,670 | 361 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 2,567 | 353 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,558 | 351 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,458 | 338 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Opulen Financial Group LLC | History | No change | 2,464 | 338 | 0.21% | 0.21% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,425 | 334 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 2,431 | 334 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 2,472 | 333 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,408 | 331 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 2,413 | 331 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,361 | 324 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,335 | 321 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,315 | 318 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 2,300 | 316 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 2,283 | 314 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valtrion Capital Management, LLC | History | No change | 2,278 | 313 | 0.23% | 0.23% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,261 | 310 | 0.22% | 0.22% | 270 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 2,242 | 308 | 0.17% | 0.17% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 2,263 | 306 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 2,209 | 303 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Painted Porch Advisors LLC | History | No change | 2,210 | 303 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hardin Capital Partners, LLC | History | No change | 2,195 | 302 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,177 | 299 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glaxis Capital Management, LLC | History | No change | 2,179 | 299 | 0.6% | 0.6% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 2,158 | 296 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JT Stratford LLC | History | No change | 2,127 | 292 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 2,118 | 291 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,117 | 291 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,110 | 290 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,072 | 285 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valued Retirements, Inc. | History | No change | 2,076 | 285 | 0.26% | 0.26% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,056 | 282 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American State Bank (Iowa) | History | No change | 2,056 | 282 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,015 | 277 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 2,014 | 277 | 0.22% | 0.22% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,375 | 272 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | No change | 1,983 | 272 | 0.14% | 0.14% | 290 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,965 | 270 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 1,948 | 267 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,924 | 264 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,924 | 264 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,912 | 262 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 1,911 | 262 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,894 | 260 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,867 | 256 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,796 | 247 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,744 | 239 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,691 | 232 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,688 | 232 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accurate Wealth Management, LLC | History | No change | 1,714 | 231 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 1,665 | 228 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allegheny Financial Group | History | No change | 1,649 | 226 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 1,600 | 220 | 0.04% | 0.04% | 306 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,580 | 217 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 1,575 | 216 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,571 | 216 | 0.06% | 0.06% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 1,570 | 215 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,534 | 210 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,521 | 209 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 1,498 | 206 | 0.07% | 0.07% | 313 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LexAurum Advisors, LLC | History | No change | 1,485 | 204 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,489 | 204 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 1,475 | 202 | 0.05% | 0.05% | 316 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,345 | 185 | 0.07% | 0.07% | 317 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ancora Advisors LLC | History | No change | 1,351 | 185 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 1,342 | 184 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,343 | 184 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,287 | 177 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,267 | 174 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Operose Advisors LLC | History | No change | 1,196 | 164 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,200 | 164 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | No change | 1,163 | 159 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,031 | 140 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 976 | 134 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 968 | 133 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 970 | 133 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First PREMIER Bank | History | No change | 858 | 118 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 830 | 114 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 798 | 109 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 780 | 107 | 0.09% | 0.09% | 333 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Key FInancial Inc | History | No change | 737 | 101 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Phillip James Consulting Co. | History | No change | 735 | 101 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 704 | 96 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 676 | 92 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 588 | 80 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 584 | 80 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 517 | 71 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 523 | 71 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 493 | 67 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 468 | 64 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 437 | 60 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 432 | 59 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 415 | 57 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 404 | 55 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 396 | 54 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 381 | 52 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 355 | 48 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 355 | 48 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 340 | 46 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | No change | 312 | 42 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 291 | 40 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 277 | 38 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 277 | 38 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 270 | 37 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 263 | 36 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 241 | 33 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 226 | 31 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 211 | 29 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| True Wealth Design, LLC | History | No change | 201 | 27 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dogwood Wealth Management LLC | History | No change | 200 | 27 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 185 | 25 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 176 | 24 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 159 | 21 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 154 | 21 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 152 | 20 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 150 | 20 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abound Wealth Management | History | No change | 145 | 19 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Richardson Capital Management LLC | History | No change | 133 | 18 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lodestone Wealth Management LLC | History | No change | 123 | 16 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 110 | 15 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 111 | 15 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 115 | 15 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 107 | 14 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 13 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 13 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Community Bank, N.A. | History | No change | 84 | 11 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 72 | 9 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 60 | 8 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 61 | 8 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 64 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 56 | 7 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 50 | 6 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| City State Bank | History | No change | 50 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 31 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GW&K Investment Management, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REAP Financial Group, LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 26 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Downshift Financial, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 14 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 14 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |