VANGUARD SCOTTSDALE FUNDS - VONE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,447,810 | 490,403 | 0.03% | 0.02% | 1 | +149,343 | 11.5% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 834,987 | 282,817 | 0.06% | 0.06% | 2 | -75,378 | -8.28% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 727,608 | 246,455 | 0.01% | 0.01% | 3 | -21,151 | -2.82% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 679,587 | 230,189 | 0.03% | 0.03% | 4 | -31,647 | -4.45% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 519,135 | 175,843 | 0.15% | 0.13% | 5 | +30,740 | 6.29% | Q2 2026 | Aug 12, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 507,403 | 171,867 | 16.28% | 15.82% | 6 | -9,613 | -1.86% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 483,139 | 163,648 | 0.03% | 0.03% | 7 | +4,023 | 0.84% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 472,836 | 160,158 | 0.01% | 0.01% | 8 | -82,562 | -14.87% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 459,097 | 155,505 | 0.05% | 0.06% | 9 | -12 | -0.0% | Q2 2026 | Aug 03, 2026 |
| Jordan Park Group LLC | History | Added to | 432,391 | 146,459 | 7.43% | 6.41% | 10 | +24,727 | 6.07% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Added to | 359,515 | 121,774 | 1.72% | 1.58% | 11 | +28,912 | 8.75% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 320,828 | 108,671 | 0.03% | 0.03% | 12 | +8,865 | 2.84% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 294,301 | 99,685 | 0.58% | 0.65% | 13 | -2,829 | -0.95% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 287,674 | 97,440 | 0.12% | 0.12% | 14 | -2,480 | -0.85% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 256,565 | 86,903 | 0.33% | 0.27% | 15 | +94,633 | 58.44% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 250,978 | 85,011 | 0.02% | 0.02% | 16 | +15,144 | 6.42% | Q2 2026 | Sep 23, 2026 |
| Flower City Capital | History | Added to | 244,063 | 82,668 | 36.4% | 35.64% | 17 | +3,311 | 1.38% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 223,611 | 75,741 | 0.01% | 0.01% | 18 | -6,377 | -2.77% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | New | 212,940 | 72,127 | 0.91% | — | 19 | +212,940 | New | Q2 2026 | Aug 11, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 185,576 | 62,858 | 27.94% | — | 20 | +185,576 | New | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 176,755 | 59,870 | 0.28% | 0.27% | 21 | +5,059 | 2.95% | Q2 2026 | Aug 18, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Reduced | 155,798 | 52,771 | 25.23% | 27.45% | 22 | -1,707 | -1.08% | Q2 2026 | Jul 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 150,400 | 50,943 | 3.96% | 3.76% | 23 | +4,316 | 2.95% | Q2 2026 | Jul 17, 2026 |
| Hilltop Partners LLC | History | Reduced | 138,127 | 46,786 | 11.35% | 19.0% | 24 | -112,775 | -44.95% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 125,051 | 42,357 | 0.0% | 0.0% | 25 | +8,902 | 7.66% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 126,472 | 41,836 | 0.02% | 0.01% | 26 | +27,772 | 28.14% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 116,860 | 39,582 | 0.04% | 0.04% | 27 | -2,046 | -1.72% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 112,042 | 37,950 | 0.13% | 0.13% | 28 | -775 | -0.69% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 111,935 | 37,914 | 0.75% | 0.52% | 29 | +6,158 | 5.82% | Q2 2026 | Jul 15, 2026 |
| Hirtle & Co., LLC | History | Added to | 105,694 | 35,800 | 1.18% | 0.96% | 30 | +11,163 | 11.81% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 99,482 | 33,696 | 0.03% | 0.03% | 31 | +630 | 0.64% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 96,431 | 32,663 | 0.1% | 0.08% | 32 | +28,946 | 42.89% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 85,086 | 28,820 | 0.09% | 0.12% | 33 | -24,270 | -22.19% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 80,637 | 27,313 | 0.01% | 0.01% | 34 | +696 | 0.87% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 77,331 | 26,193 | 0.29% | 0.27% | 35 | +3,072 | 4.14% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,622 | 25,953 | 0.05% | 0.04% | 36 | +32,167 | 72.36% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 76,260 | 25,830 | 0.01% | 0.01% | 37 | -31,886 | -29.48% | Q2 2026 | Aug 07, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 75,506 | 25,575 | 6.69% | 6.66% | 38 | +2,413 | 3.3% | Q2 2026 | Jul 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 74,306 | 25,168 | 1.4% | 1.37% | 39 | +1,865 | 2.57% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 73,816 | 24,807 | 0.0% | 0.0% | 40 | +2,906 | 4.1% | Q2 2026 | Aug 12, 2026 |
| Zhang Financial LLC | History | Added to | 69,623 | 23,582 | 0.69% | 0.21% | 41 | +49,116 | 239.51% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 69,377 | 23,499 | 1.6% | 1.55% | 42 | +822 | 1.2% | Q2 2026 | Sep 04, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 67,323 | 22,803 | 10.84% | 10.88% | 43 | +3 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 64,114 | 21,745 | 0.69% | 0.67% | 44 | +2,583 | 4.2% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 62,305 | 21,281 | 0.04% | 0.04% | 45 | -1,474 | -2.31% | Q2 2026 | Jul 15, 2026 |
| Opus Capital Group, LLC | History | Reduced | 62,628 | 21,213 | 2.05% | 2.03% | 46 | -1,194 | -1.87% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 60,641 | 20,540 | 0.03% | 0.03% | 47 | -4,446 | -6.83% | Q2 2026 | Aug 19, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 53,349 | 18,070 | 2.05% | 2.05% | 48 | +66 | 0.12% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 50,499 | 17,105 | 0.2% | 0.3% | 49 | -7,902 | -13.53% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 45,225 | 15,318 | 0.02% | 0.01% | 50 | +7,029 | 18.4% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,145 | 15,292 | 0.04% | 0.03% | 51 | +1,325 | 3.02% | Q2 2026 | Jul 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 42,892 | 14,528 | 1.59% | 1.24% | 52 | -841 | -1.92% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Added to | 44,773 | 14,245 | 0.04% | 0.03% | 53 | +23,676 | 112.22% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 40,358 | 13,669 | 0.01% | 0.01% | 54 | +207 | 0.52% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 38,925 | 13,184 | 0.01% | 0.01% | 55 | -1,800 | -4.42% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 33,694 | 11,412 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 33,698 | 11,400 | 0.01% | 0.01% | 57 | -3,697 | -9.89% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 32,384 | 10,969 | 0.01% | 0.01% | 58 | +2,054 | 6.77% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 31,881 | 10,798 | 0.7% | 0.79% | 59 | -2,263 | -6.63% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 31,718 | 10,743 | 0.13% | 0.12% | 60 | -612 | -1.89% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | Added to | 30,880 | 10,459 | 0.03% | 0.03% | 61 | +2,650 | 9.39% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,736 | 10,411 | 0.0% | 0.0% | 62 | +45 | 0.15% | Q2 2026 | Aug 14, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 30,625 | 10,373 | 1.32% | 1.37% | 63 | -577 | -1.85% | Q2 2026 | Jul 07, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 30,204 | 10,230 | 1.53% | 1.47% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 30,154 | 10,213 | 0.44% | 0.44% | 65 | -752 | -2.43% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,929 | 10,137 | 0.02% | 0.01% | 66 | +7,446 | 33.12% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 29,688 | 10,055 | 1.99% | 2.11% | 67 | -2,127 | -6.69% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 29,573 | 10,016 | 2.93% | 3.07% | 68 | +388 | 1.33% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 29,211 | 9,895 | 0.02% | 0.01% | 69 | +5,579 | 23.61% | Q2 2026 | Aug 14, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 28,769 | 9,744 | 0.75% | 0.75% | 70 | -598 | -2.04% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 27,524 | 9,322 | 1.53% | 1.7% | 71 | -465 | -1.66% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | Added to | 27,318 | 9,253 | 0.04% | 0.04% | 72 | +1,726 | 6.74% | Q2 2026 | Aug 12, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 26,655 | 9,028 | 2.63% | 2.6% | 73 | -926 | -3.36% | Q2 2026 | Jul 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 26,626 | 9,018 | 0.05% | 0.04% | 74 | +1,128 | 4.42% | Q2 2026 | Jul 17, 2026 |
| Navigate Wealth Management, LLC | History | Reduced | 26,535 | 8,931 | 5.53% | 5.96% | 75 | -49 | -0.18% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,789 | 8,735 | 0.01% | 0.01% | 76 | +1,136 | 4.61% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 25,435 | 8,615 | 0.01% | 0.01% | 77 | -150 | -0.59% | Q2 2026 | Aug 05, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 25,254 | 8,554 | 0.92% | 0.95% | 78 | +29 | 0.11% | Q2 2026 | Jul 24, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 22,634 | 7,666 | 0.37% | 0.36% | 79 | -36 | -0.16% | Q2 2026 | Aug 14, 2026 |
| SoundView Advisors Inc. | History | Added to | 22,491 | 7,618 | 2.48% | 2.36% | 80 | +45 | 0.2% | Q2 2026 | Jul 31, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 22,119 | 7,492 | 0.17% | 0.17% | 81 | -201 | -0.9% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 21,917 | 7,423 | 0.03% | 0.03% | 82 | -899 | -3.94% | Q2 2026 | Aug 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 21,793 | 7,381 | 1.23% | 1.07% | 83 | +3,674 | 20.28% | Q2 2026 | Jul 21, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 21,485 | 7,277 | 2.26% | 2.59% | 84 | -582 | -2.64% | Q2 2026 | Jul 29, 2026 |
| Note Advisors, LLC | History | Reduced | 21,373 | 7,239 | 3.14% | 3.26% | 85 | -696 | -3.15% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisory | History | Reduced | 21,172 | 7,171 | 3.0% | 3.1% | 86 | -18 | -0.08% | Q2 2026 | Jul 28, 2026 |
| SouthState Bank Corp | History | Reduced | 20,394 | 6,907 | 0.29% | 0.3% | 87 | -1,203 | -5.57% | Q2 2026 | Aug 06, 2026 |
| Brooklyn FI, LLC | History | Reduced | 19,425 | 6,565 | 1.2% | 1.21% | 88 | -105 | -0.54% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | Added to | 19,114 | 6,474 | 1.35% | 1.26% | 89 | +561 | 3.02% | Q2 2026 | Jul 31, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 17,861 | 6,049 | 0.31% | 0.3% | 90 | -225 | -1.24% | Q2 2026 | Jul 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 17,633 | 5,972 | 0.02% | 0.01% | 91 | -239 | -1.34% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 17,451 | 5,910 | 0.04% | 0.12% | 92 | +3,633 | 26.29% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,412 | 5,897 | 0.01% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,786 | 5,698 | 0.01% | 0.0% | 94 | +11,345 | 208.51% | Q2 2026 | Aug 14, 2026 |
| LPWM LLC | History | Added to | 16,780 | 5,683 | 1.26% | 1.2% | 95 | +606 | 3.75% | Q2 2026 | Jul 24, 2026 |
| Francis Financial, Inc. | History | Added to | 16,268 | 5,510 | 0.9% | 0.77% | 96 | +2,258 | 16.12% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,459 | 5,236 | 0.01% | 0.01% | 97 | +490 | 3.27% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,448 | 5,232 | 0.01% | 0.01% | 98 | -40 | -0.26% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 17,674 | 5,215 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CMH Wealth Management LLC | History | Reduced | 15,258 | 5,168 | 0.79% | 0.78% | 100 | -106 | -0.69% | Q2 2026 | Jul 09, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,137 | 5,127 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | Added to | 14,048 | 4,758 | 0.28% | 0.24% | 102 | +2,187 | 18.44% | Q2 2026 | Jul 29, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 13,818 | 4,680 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 13,229 | 4,480 | 0.06% | 0.06% | 104 | +63 | 0.48% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,654 | 4,286 | 0.04% | 0.02% | 105 | +4,420 | 53.68% | Q2 2026 | Aug 06, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 11,725 | 3,971 | 0.34% | 0.37% | 106 | -1,370 | -10.46% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 11,471 | 3,885 | 0.06% | — | 107 | +11,471 | New | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Reduced | 10,468 | 3,545 | 0.09% | 0.09% | 108 | -137 | -1.29% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 10,235 | 3,466 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,126 | 3,429 | 0.23% | 0.29% | 110 | -3,053 | -23.17% | Q2 2026 | Aug 12, 2026 |
| Brio Consultants, LLC | History | Reduced | 9,915 | 3,358 | 0.39% | 0.4% | 111 | -42 | -0.42% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,881 | 3,346 | 0.02% | 0.02% | 112 | -222 | -2.2% | Q2 2026 | Sep 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 9,846 | 3,335 | 0.59% | 0.57% | 113 | -206 | -2.05% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,588 | 3,247 | 0.01% | 0.01% | 114 | +580 | 6.44% | Q2 2026 | Jul 28, 2026 |
| AMG National Trust Bank | History | Added to | 9,527 | 3,226 | 0.07% | 0.05% | 115 | +1,817 | 23.57% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 9,090 | 3,079 | 0.14% | 0.11% | 116 | +1,789 | 24.5% | Q2 2026 | Aug 20, 2026 |
| Enclave Advisors LLC | History | No change | 9,051 | 3,065 | 0.39% | 0.37% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,825 | 2,989 | 0.08% | 0.09% | 118 | +85 | 0.97% | Q2 2026 | Jul 17, 2026 |
| Vigilare Wealth Management | History | Added to | 8,771 | 2,970 | 0.91% | 0.7% | 119 | +1,723 | 24.45% | Q2 2026 | Jul 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,595 | 2,911 | 0.15% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 8,578 | 2,905 | 0.36% | 0.33% | 121 | -126 | -1.45% | Q2 2026 | Aug 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 8,279 | 2,804 | 1.29% | 1.25% | 122 | +638 | 8.35% | Q2 2026 | Aug 10, 2026 |
| Arsenal Capital Advisors LLC | History | Added to | 8,183 | 2,771 | 1.64% | 1.65% | 123 | +460 | 5.96% | Q2 2026 | Aug 11, 2026 |
| Carroll Advisory Group, LLC | History | Reduced | 8,151 | 2,760 | 0.91% | 0.94% | 124 | -21 | -0.26% | Q2 2026 | Jul 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,140 | 2,757 | 0.02% | 0.02% | 125 | +21 | 0.26% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 7,840 | 2,655 | 0.0% | — | 126 | +7,840 | New | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,827 | 2,651 | 0.0% | 0.0% | 127 | -1,327 | -14.5% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,495 | 2,538 | 0.0% | 0.0% | 128 | +1,429 | 23.56% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,479 | 2,533 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 7,470 | 2,530 | 1.38% | 1.45% | 130 | -178 | -2.33% | Q2 2026 | Aug 07, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 7,361 | 2,493 | 0.03% | 0.03% | 131 | -3 | -0.04% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,289 | 2,468 | 0.01% | 0.0% | 132 | +1,997 | 37.74% | Q2 2026 | Aug 11, 2026 |
| FORMULATE FINANCIAL LLC | History | No change | 7,262 | 2,459 | 2.59% | 2.65% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard National Trust Co | History | No change | 7,259 | 2,458 | 0.13% | 0.13% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lotus Asset Management LLC | History | New | 7,198 | 2,438 | 2.16% | — | 135 | +7,198 | New | Q2 2026 | Sep 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 7,152 | 2,422 | 0.58% | 0.56% | 136 | +34 | 0.48% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,127 | 2,414 | 0.09% | 0.09% | 137 | +328 | 4.82% | Q2 2026 | Jul 22, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 6,926 | 2,346 | 0.11% | 0.11% | 138 | -305 | -4.22% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,909 | 2,340 | 0.04% | 0.04% | 139 | -349 | -4.81% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,754 | 2,287 | 0.1% | 0.1% | 140 | -10 | -0.15% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,395 | 2,166 | 0.0% | 0.0% | 141 | -37,458 | -85.42% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,219 | 2,106 | 0.04% | 0.03% | 142 | +1,206 | 24.06% | Q2 2026 | Aug 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 6,177 | 2,092 | 0.26% | 0.27% | 143 | -69 | -1.1% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,043 | 2,046 | 0.01% | 0.01% | 144 | -3,594 | -37.29% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,039 | 2,045 | 0.01% | 0.01% | 145 | +1,535 | 34.08% | Q2 2026 | Jul 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,979 | 2,025 | 0.0% | 0.0% | 146 | +162 | 2.78% | Q2 2026 | Aug 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,729 | 1,940 | 1.6% | 1.58% | 147 | -41 | -0.71% | Q2 2026 | Jul 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,610 | 1,900 | 0.09% | 0.06% | 148 | +1,410 | 33.57% | Q2 2026 | Jul 24, 2026 |
| Royal Fund Management, LLC | History | New | 5,566 | 1,885 | 0.16% | — | 149 | +5,566 | New | Q2 2026 | Jul 20, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,565 | 1,884 | 0.19% | 0.19% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indivisible Partners | History | Reduced | 5,338 | 1,808 | 0.1% | 0.15% | 151 | -294 | -5.22% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,274 | 1,786 | 0.02% | 0.02% | 152 | -738 | -12.28% | Q2 2026 | Jul 27, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,238 | 1,774 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 5,225 | 1,769 | 0.42% | 0.43% | 154 | -266 | -4.84% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,106 | 1,716 | 0.06% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 5,009 | 1,696 | 0.03% | 0.03% | 156 | +13 | 0.26% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,939 | 1,672 | 0.01% | 0.01% | 157 | -210 | -4.08% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,912 | 1,663 | 0.03% | 0.03% | 158 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,761 | 1,612 | 0.03% | 0.03% | 159 | +78 | 1.67% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,754 | 1,610 | 0.02% | 0.01% | 160 | +3,846 | 423.57% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 4,686 | 1,587 | 0.0% | 0.0% | 161 | +1,808 | 62.82% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,680 | 1,585 | 0.01% | 0.0% | 162 | +3,230 | 222.76% | Q2 2026 | Aug 11, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,632 | 1,568 | 1.02% | 0.94% | 163 | -7 | -0.15% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Reduced | 4,595 | 1,556 | 0.02% | 0.02% | 164 | -423 | -8.43% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | Reduced | 4,521 | 1,531 | 0.0% | 0.0% | 165 | -2,167 | -32.4% | Q2 2026 | Aug 27, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,516 | 1,529 | 0.86% | 0.99% | 166 | -865 | -16.08% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 4,250 | 1,439 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 4,240 | 1,436 | 0.3% | 0.28% | 168 | -41 | -0.96% | Q2 2026 | Aug 12, 2026 |
| PFW Advisors LLC | History | Reduced | 4,227 | 1,431 | 0.42% | 0.4% | 169 | -124 | -2.85% | Q2 2026 | Jul 13, 2026 |
| Welch Group, LLC | History | No change | 4,222 | 1,430 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,160 | 1,409 | 0.34% | 0.35% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,075 | 1,380 | 0.38% | 0.37% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,069 | 1,378 | 0.16% | 0.17% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,838 | 1,300 | 0.01% | 0.02% | 174 | -6,424 | -62.6% | Q2 2026 | Sep 08, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,836 | 1,299 | 0.11% | 0.11% | 175 | +18 | 0.47% | Q2 2026 | Aug 06, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 3,728 | 1,262 | 0.19% | 0.2% | 176 | -30 | -0.8% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,673 | 1,244 | 0.0% | 0.0% | 177 | -194 | -5.02% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 3,649 | 1,235 | 0.01% | 0.0% | 178 | +838 | 29.81% | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 3,579 | 1,212 | 0.09% | 0.1% | 179 | -72 | -1.97% | Q2 2026 | Aug 14, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 3,520 | 1,192 | 0.58% | 0.6% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,480 | 1,178 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crane Advisory, LLC | History | No change | 3,468 | 1,178 | 0.17% | 0.16% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 3,424 | 1,159 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,370 | 1,141 | 0.01% | 0.0% | 184 | +1,880 | 126.17% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,358 | 1,137 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 3,307 | 1,120 | 0.19% | 0.2% | 186 | -404 | -10.89% | Q2 2026 | Jul 31, 2026 |
| MAIRS & POWER INC | History | No change | 3,270 | 1,105 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 3,250 | 1,100 | 0.36% | 0.39% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 3,186 | 1,087 | 0.96% | 0.97% | 189 | -1 | -0.03% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,172 | 1,074 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,151 | 1,067 | 0.01% | 0.01% | 191 | -29 | -0.91% | Q2 2026 | Jul 17, 2026 |
| Compass Wealth Management LLC | History | New | 3,125 | 1,058 | 0.2% | — | 192 | +3,125 | New | Q2 2026 | Aug 07, 2026 |
| Accurate Wealth Management, LLC | History | New | 3,087 | 1,054 | 0.1% | — | 193 | +3,087 | New | Q2 2026 | Jul 14, 2026 |
| CERTUITY, LLC | History | Added to | 3,111 | 1,053 | 0.05% | 0.06% | 194 | +8 | 0.26% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 3,014 | 1,020 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,265 | 963 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,796 | 947 | 0.01% | 0.01% | 197 | +2 | 0.07% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 2,796 | 947 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,775 | 940 | 0.03% | 0.03% | 199 | -101 | -3.51% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 2,768 | 937 | 0.0% | 0.0% | 200 | +155 | 5.93% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 2,758 | 934 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,714 | 919 | 0.01% | 0.02% | 202 | -5,282 | -66.06% | Q2 2026 | Aug 12, 2026 |
| BXM Wealth LLC | History | Reduced | 2,707 | 916 | 0.5% | 0.62% | 203 | -21 | -0.77% | Q2 2026 | Jul 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,692 | 911 | 0.21% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heartland Bank & Trust Co | History | Added to | 2,684 | 909 | 0.19% | 0.17% | 205 | +120 | 4.68% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | No change | 2,633 | 891 | 0.4% | 0.44% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,663 | 879 | 0.06% | 0.06% | 207 | -65 | -2.38% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,870 | 846 | 0.15% | 0.14% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 2,493 | 844 | 0.21% | 0.21% | 209 | +6 | 0.24% | Q2 2026 | Jul 30, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,489 | 843 | 0.54% | 0.53% | 210 | -25 | -0.99% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 2,479 | 839 | 0.0% | 0.0% | 211 | +1,792 | 260.84% | Q2 2026 | Aug 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 2,458 | 832 | 0.12% | — | 212 | +2,458 | New | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Reduced | 2,441 | 827 | 0.0% | 0.0% | 213 | -76 | -3.02% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,405 | 814 | 0.01% | 0.01% | 214 | +264 | 12.33% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,400 | 813 | 0.01% | 0.01% | 215 | +15 | 0.63% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,348 | 795 | 0.01% | 0.01% | 216 | +2 | 0.09% | Q2 2026 | Jul 28, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 2,346 | 794 | 0.28% | 0.28% | 217 | -76 | -3.14% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,291 | 776 | 0.12% | 0.08% | 218 | -21 | -0.91% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,294 | 766 | 0.02% | 0.02% | 219 | +5 | 0.22% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,213 | 750 | 0.0% | 0.01% | 220 | -13 | -0.58% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,210 | 748 | 0.0% | 0.0% | 221 | +1,084 | 96.27% | Q2 2026 | Jul 29, 2026 |
| Leo Wealth, LLC | History | No change | 2,457 | 725 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,103 | 712 | 0.02% | 0.03% | 223 | -1,098 | -34.3% | Q2 2026 | Jul 07, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 2,100 | 711 | 0.31% | 0.23% | 224 | +604 | 40.37% | Q2 2026 | Jul 30, 2026 |
| Highland Financial Advisors, LLC | History | New | 2,050 | 694 | 0.15% | — | 225 | +2,050 | New | Q2 2026 | Jul 09, 2026 |
| Operose Advisors LLC | History | Added to | 2,040 | 691 | 0.13% | 0.01% | 226 | +1,877 | 1151.53% | Q2 2026 | Aug 13, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 2,009 | 680 | 0.19% | 0.19% | 227 | -35 | -1.71% | Q2 2026 | Jul 31, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,988 | 673 | 0.17% | 0.17% | 228 | +25 | 1.27% | Q2 2026 | Jul 20, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,885 | 656 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 1,930 | 653 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,910 | 646 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Base Wealth Management LLC | History | Reduced | 1,904 | 644 | 0.3% | 0.32% | 232 | -5 | -0.26% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,858 | 629 | 0.0% | 0.0% | 233 | +668 | 56.13% | Q2 2026 | Aug 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,855 | 628 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | New | 1,854 | 627 | 0.01% | — | 235 | +1,854 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,833 | 620 | 0.0% | 0.0% | 236 | -12 | -0.65% | Q2 2026 | Aug 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 1,719 | 582 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,714 | 580 | 0.1% | 0.12% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 1,709 | 578 | 0.05% | 0.23% | 239 | -434 | -20.25% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,657 | 561 | 0.05% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,658 | 561 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,643 | 556 | 0.0% | 0.0% | 242 | +3 | 0.18% | Q2 2026 | Aug 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 1,630 | 552 | 0.03% | — | 243 | +1,630 | New | Q2 2026 | Jul 28, 2026 |
| FULTON BANK, N.A. | History | Reduced | 1,616 | 547 | 0.02% | 0.02% | 244 | -30 | -1.82% | Q2 2026 | Jul 09, 2026 |
| Glassman Wealth Services | History | Added to | 1,588 | 537 | 0.06% | 0.06% | 245 | +1 | 0.06% | Q2 2026 | Aug 05, 2026 |
| Narwhal Capital Management | History | No change | 1,568 | 531 | 0.04% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,544 | 522 | 0.26% | 0.26% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 1,514 | 512 | 0.03% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,493 | 505 | 0.0% | 0.0% | 249 | +669 | 81.19% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 1,483 | 502 | 0.1% | — | 250 | +1,483 | New | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,478 | 500 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,480 | 497 | 0.03% | 0.03% | 252 | -18 | -1.2% | Q2 2026 | Jul 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,463 | 495 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snider Financial Group | History | Reduced | 1,440 | 487 | 0.12% | 0.2% | 254 | -800 | -35.71% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,425 | 482 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,404 | 474 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,393 | 473 | 0.01% | 0.01% | 257 | +3 | 0.22% | Q2 2026 | Jul 15, 2026 |
| Argent Trust Co | History | No change | 1,390 | 470 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AA Financial Advisors, LLC | History | No change | 1,388 | 470 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 1,382 | 468 | 0.05% | — | 261 | +1,382 | New | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | Reduced | 1,382 | 468 | 0.01% | 0.02% | 260 | -390 | -22.01% | Q2 2026 | Aug 14, 2026 |
| W ADVISORS, LLC | History | No change | 1,377 | 466 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,373 | 465 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,371 | 463 | 0.07% | — | 265 | +1,371 | New | Q2 2026 | Aug 07, 2026 |
| Marble Wealth, LLC | History | Added to | 1,367 | 463 | 0.07% | 0.07% | 264 | +4 | 0.29% | Q2 2026 | Aug 07, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,365 | 462 | 0.02% | 0.03% | 266 | -412 | -23.19% | Q2 2026 | Jul 14, 2026 |
| Alliance Private Wealth, LLC | History | No change | 1,351 | 457 | 0.16% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,343 | 454 | 0.01% | 0.01% | 268 | -41 | -2.96% | Q2 2026 | Aug 12, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 1,340 | 453 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 1,337 | 452 | 0.03% | 0.03% | 270 | -32 | -2.34% | Q2 2026 | Aug 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,533 | 452 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TLWM | History | No change | 1,309 | 443 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BIP Wealth, LLC | History | New | 1,296 | 438 | 0.01% | — | 273 | +1,296 | New | Q2 2026 | Aug 03, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 1,285 | 435 | 0.19% | 0.18% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,277 | 432 | 0.0% | — | 275 | +1,277 | New | Q2 2026 | Aug 14, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 1,274 | 431 | 0.17% | 0.16% | 276 | +4 | 0.31% | Q2 2026 | Aug 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 1,270 | 430 | 0.02% | 0.01% | 277 | +545 | 75.17% | Q2 2026 | Jul 27, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 1,248 | 422 | 0.47% | 0.47% | 278 | -17 | -1.34% | Q2 2026 | Aug 10, 2026 |
| Williams & Novak, LLC | History | Added to | 1,222 | 413 | 0.27% | 0.23% | 280 | +193 | 18.76% | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,221 | 413 | 0.01% | 0.01% | 279 | -1 | -0.08% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,209 | 409 | 0.04% | — | 281 | +1,209 | New | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | Reduced | 1,205 | 408 | 0.03% | 0.03% | 282 | -33 | -2.67% | Q2 2026 | Aug 03, 2026 |
| Tranquility Partners, LLC | History | Added to | 1,201 | 406 | 0.14% | 0.13% | 284 | +4 | 0.33% | Q2 2026 | Jul 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,200 | 406 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,180 | 399 | 0.0% | 0.0% | 285 | +42 | 3.69% | Q2 2026 | Aug 03, 2026 |
| West Branch Capital LLC | History | Added to | 1,177 | 398 | 0.09% | 0.01% | 286 | +998 | 557.54% | Q2 2026 | Jul 10, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 1,172 | 396 | 0.04% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,168 | 395 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 1,136 | 384 | 0.03% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,130 | 382 | 0.03% | 0.03% | 292 | +3 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Red Tortoise LLC | History | No change | 1,295 | 382 | 0.16% | 0.16% | 290 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,130 | 382 | 0.13% | 0.13% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tandem Financial, LLC | History | No change | 1,124 | 380 | 0.11% | 0.11% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 1,119 | 379 | 0.01% | 0.0% | 294 | -166 | -12.92% | Q2 2026 | Aug 12, 2026 |
| Tradewinds, LLC. | History | New | 12,404 | 371 | 0.08% | — | 295 | +12,404 | New | Q2 2026 | Aug 14, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 1,090 | 369 | 0.33% | — | 296 | +1,090 | New | Q2 2026 | Aug 03, 2026 |
| Prospera Capital Management, LLC | History | New | 1,084 | 369 | 0.12% | — | 297 | +1,084 | New | Q2 2026 | Jul 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,087 | 368 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,082 | 366 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,054 | 357 | 0.01% | 0.01% | 300 | -82 | -7.22% | Q2 2026 | Aug 10, 2026 |