VANGUARD GROUP INC - VOOV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,881,920 | 412,535 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,203,289 | 263,773 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 631,279 | 138,382 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 530,288 | 116,223 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 514,718 | 112,831 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 490,979 | 107,627 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 367,875 | 80,646 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 367,536 | 80,567 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 348,545 | 76,404 | 20.23% | 20.23% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 306,817 | 67,372 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 297,405 | 65,194 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 290,756 | 63,736 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 249,707 | 54,738 | 10.03% | 10.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 182,867 | 40,086 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 162,498 | 35,621 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 158,481 | 34,740 | 5.69% | 5.69% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zhang Financial LLC | History | No change | 124,151 | 27,215 | 0.79% | 0.79% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 120,521 | 26,419 | 1.78% | 1.78% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 99,005 | 21,702 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 95,833 | 21,007 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 95,534 | 20,942 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 89,033 | 19,516 | 6.21% | 6.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 87,890 | 19,266 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 85,349 | 18,709 | 0.29% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 84,364 | 18,588 | 1.74% | 1.62% | 25 | +5,327 | 6.74% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 76,962 | 16,870 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | No change | 76,729 | 16,234 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lutz Financial Services LLC | History | No change | 71,734 | 15,724 | 0.96% | 0.96% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 71,681 | 15,713 | 1.15% | 1.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 70,921 | 15,546 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,789 | 14,860 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, LLC | History | No change | 65,619 | 14,384 | 2.11% | 2.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 64,651 | 14,172 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 64,580 | 14,156 | 5.24% | 5.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 60,815 | 13,266 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 58,723 | 12,872 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspire Growth Partners LLC | History | No change | 58,292 | 12,778 | 7.42% | 7.42% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONNING INC. | History | No change | 57,210 | 12,541 | 0.38% | 0.38% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Garde Capital, Inc. | History | No change | 54,713 | 11,993 | 0.54% | 0.54% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 51,736 | 11,340 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 50,408 | 11,049 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 49,919 | 10,942 | 0.91% | 0.91% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | No change | 49,352 | 10,818 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 47,142 | 10,334 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lotus Asset Management LLC | History | No change | 46,932 | 10,157 | 8.99% | 8.99% | 45 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Composition Wealth, LLC | History | No change | 46,170 | 10,120 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 45,811 | 10,042 | 5.16% | 5.16% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Bank & Trust | History | No change | 45,762 | 10,031 | 1.48% | 1.48% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,578 | 9,773 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 44,578 | 9,771 | 0.21% | 0.21% | 50 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 43,980 | 9,640 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 43,783 | 9,597 | 0.16% | 0.16% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 42,907 | 9,405 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 41,751 | 9,176 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 41,824 | 9,168 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 41,084 | 9,006 | 0.33% | 0.33% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,214 | 8,815 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 37,860 | 8,299 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 36,545 | 8,011 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 35,467 | 7,774 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,570 | 7,139 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 32,393 | 7,100 | 0.42% | 0.42% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 31,545 | 6,915 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 31,407 | 6,884 | 0.62% | 0.62% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 31,246 | 6,849 | 1.53% | 1.53% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 30,465 | 6,678 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 29,469 | 6,460 | 0.35% | 0.35% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,296 | 6,202 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 27,850 | 6,104 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ramiah Investment Group | History | No change | 27,751 | 6,083 | 4.64% | 4.64% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairscale Capital, LLC | History | No change | 27,444 | 6,015 | 3.59% | 3.59% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 27,300 | 5,984 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 26,793 | 5,873 | 1.53% | 1.53% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 26,263 | 5,757 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avant Capital LLC | History | No change | 25,452 | 5,579 | 3.5% | 3.5% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 23,106 | 5,091 | 3.5% | 3.58% | 76 | +260 | 1.14% | Q3 2026 | Oct 09, 2026 |
| BROWN ADVISORY INC | History | No change | 22,712 | 4,978 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 21,862 | 4,792 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,411 | 4,474 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,254 | 4,440 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 19,872 | 4,421 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 20,118 | 4,410 | 1.39% | 1.39% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Financial Network, LLC | History | No change | 19,884 | 4,358 | 2.98% | 2.98% | 83 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,745 | 4,350 | 0.03% | 0.03% | 84 | +418 | 2.16% | Q3 2026 | Oct 08, 2026 |
| OneAscent Financial Services LLC | History | No change | 19,137 | 4,194 | 0.2% | 0.2% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,774 | 4,115 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,090 | 3,965 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 18,086 | 3,964 | 1.56% | 1.56% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 18,059 | 3,958 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 17,824 | 3,907 | 1.33% | 1.33% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WBH ADVISORY INC | History | No change | 17,708 | 3,881 | 0.26% | 0.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 17,320 | 3,796 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 17,063 | 3,740 | 1.13% | 1.13% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 16,499 | 3,616 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 16,257 | 3,563 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 15,798 | 3,463 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 15,581 | 3,415 | 1.04% | 1.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INSIGHT 2811, INC. | History | No change | 14,831 | 3,251 | 1.26% | 1.26% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINTRA WEALTH, LLC | History | No change | 13,558 | 3,114 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 14,031 | 3,091 | 0.2% | 0.17% | 100 | +2,372 | 20.34% | Q3 2026 | Oct 08, 2026 |
| Constellation Investments, Inc. | History | No change | 14,000 | 3,068 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,905 | 3,049 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 13,330 | 2,922 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 13,264 | 2,907 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HFG Advisors, Inc. | History | No change | 13,110 | 2,873 | 1.79% | 1.79% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,691 | 2,782 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,571 | 2,755 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 12,555 | 2,752 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,553 | 2,751 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Prospera Financial Services Inc | History | No change | 12,290 | 2,694 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 11,636 | 2,550 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,441 | 2,508 | 0.4% | 0.4% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,323 | 2,482 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 11,291 | 2,476 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,140 | 2,441 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | No change | 10,897 | 2,388 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,787 | 2,364 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 10,727 | 2,351 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,637 | 2,331 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 10,426 | 2,285 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 10,005 | 2,193 | 1.8% | 1.8% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,604 | 2,105 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 9,450 | 2,071 | 0.28% | 0.28% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,430 | 2,067 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,425 | 2,066 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 9,408 | 2,062 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 9,393 | 2,059 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 9,259 | 2,029 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 9,010 | 1,974 | 0.63% | 0.63% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 8,956 | 1,963 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allen Investment Management, LLC | History | No change | 8,891 | 1,948 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Innova Wealth Partners | History | No change | 8,872 | 1,944 | 0.8% | 0.8% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,680 | 1,902 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,582 | 1,891 | 0.05% | 0.05% | 134 | +899 | 11.7% | Q3 2026 | Oct 08, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,515 | 1,866 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 8,434 | 1,848 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Expressive Wealth LLC | History | No change | 8,381 | 1,837 | 1.73% | 1.73% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,345 | 1,829 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,000 | 1,753 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 7,946 | 1,741 | 0.5% | 0.5% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 7,909 | 1,733 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,791 | 1,707 | 0.46% | 0.46% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,678 | 1,689 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,703 | 1,688 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 7,686 | 1,684 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sierra Capital LLC | History | No change | 7,661 | 1,679 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,203 | 1,579 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Financial, LLC | History | No change | 7,151 | 1,567 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,138 | 1,564 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 6,880 | 1,508 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,835 | 1,498 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,590 | 1,444 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Northern Lights Advisors, Inc. | History | No change | 6,538 | 1,433 | 0.78% | 0.78% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 6,501 | 1,425 | 0.13% | 0.13% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 6,465 | 1,417 | 0.26% | 0.26% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 6,341 | 1,390 | 0.26% | 0.26% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,304 | 1,381 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,186 | 1,365 | 0.31% | 0.35% | 158 | -7 | -0.11% | Q3 2026 | Oct 08, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,214 | 1,362 | 0.16% | 0.16% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,117 | 1,340 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,070 | 1,330 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | No change | 6,043 | 1,324 | 0.65% | 0.65% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,024 | 1,320 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,934 | 1,300 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,841 | 1,280 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,785 | 1,268 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | No change | 5,545 | 1,215 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fiera Capital Corp | History | No change | 5,535 | 1,213 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,487 | 1,202 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,443 | 1,199 | 0.14% | 0.14% | 170 | +6 | 0.11% | Q3 2026 | Oct 09, 2026 |
| Bluesphere Advisors LLC | History | No change | 5,403 | 1,184 | 0.37% | 0.37% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Security Financial Services, INC. | History | No change | 5,266 | 1,154 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,145 | 1,127 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,006 | 1,122 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,006 | 1,122 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 5,093 | 1,116 | 0.19% | 0.19% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 4,991 | 1,094 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 4,949 | 1,084 | 0.72% | 0.72% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,924 | 1,079 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHOREO, LLC | History | No change | 4,829 | 1,058 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 4,824 | 1,057 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 4,820 | 1,056 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 4,809 | 1,054 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 4,733 | 1,037 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Santori & Peters, Inc. | History | No change | 4,695 | 1,029 | 0.29% | 0.29% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 4,572 | 1,002 | 2.26% | 2.26% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,554 | 998 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 4,495 | 985 | 0.38% | 0.38% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wedmont Private Capital | History | Added to | 4,333 | 971 | 0.02% | 0.03% | 190 | +12 | 0.28% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 4,752 | 971 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 4,416 | 968 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,413 | 967 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Soltis Investment Advisors LLC | History | No change | 4,327 | 948 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 4,256 | 932 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,247 | 930 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LVW Advisors, LLC | History | No change | 4,236 | 928 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 4,172 | 914 | 0.53% | 0.53% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,128 | 904 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verum Partners LLC | History | No change | 4,110 | 900 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 4,052 | 888 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MSH Capital Advisors LLC | History | No change | 3,999 | 876 | 0.15% | 0.15% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sherman Wealth Management LLC | History | No change | 4,000 | 876 | 0.66% | 0.66% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 3,936 | 862 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CERTUITY, LLC | History | No change | 3,857 | 845 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MidFirst Bank | History | No change | 3,852 | 844 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,718 | 814 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,670 | 804 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,626 | 794 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 3,600 | 789 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creekside Partners | History | No change | 3,538 | 775 | 0.28% | 0.28% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marshall Financial Group, LLC | History | No change | 3,496 | 766 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,489 | 764 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,473 | 761 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,450 | 756 | 0.32% | 0.32% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 3,394 | 743 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,387 | 742 | 0.46% | 0.46% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,379 | 740 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 3,362 | 736 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 3,313 | 726 | 0.6% | 0.6% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,276 | 718 | 0.19% | 0.19% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,254 | 713 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 3,211 | 703 | 0.13% | 0.13% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,193 | 700 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | No change | 3,146 | 689 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,143 | 688 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centric Wealth Management | History | No change | 3,088 | 682 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 3,102 | 679 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 3,000 | 657 | 0.24% | 0.24% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 2,947 | 646 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,950 | 646 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kropog Financial Group, LLC | History | No change | 2,922 | 640 | 0.45% | 0.45% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,835 | 621 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,828 | 619 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,804 | 614 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 2,755 | 603 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 2,723 | 596 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,675 | 586 | 0.22% | 0.22% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 2,616 | 582 | 0.12% | 0.11% | 239 | +42 | 1.63% | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 2,656 | 582 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 2,642 | 579 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Warner Group LLC | History | No change | 2,622 | 574 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 2,607 | 571 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,593 | 568 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 2,550 | 568 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 2,557 | 563 | 0.31% | 0.37% | 246 | -449 | -14.94% | Q3 2026 | Oct 09, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,569 | 563 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BHK Investment Advisors, LLC | History | No change | 2,500 | 548 | 0.16% | 0.16% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,500 | 548 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | No change | 2,469 | 541 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Roundview Capital LLC | History | No change | 2,425 | 531 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,343 | 513 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,344 | 513 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,339 | 512 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,333 | 511 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,281 | 499 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,251 | 493 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 2,252 | 493 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,241 | 491 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Alpha, LLC | History | No change | 2,199 | 482 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | No change | 2,187 | 479 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 2,172 | 476 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,143 | 469 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CapWealth Advisors, LLC | History | Added to | 2,117 | 466 | 0.04% | 0.03% | 263 | +328 | 18.33% | Q3 2026 | Oct 05, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 2,127 | 466 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 2,116 | 463 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Walker Asset Management, LLC | History | No change | 2,093 | 458 | 0.23% | 0.23% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,027 | 444 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,020 | 442 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Wealth Advisors | History | No change | 2,019 | 442 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 2,012 | 441 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 2,009 | 440 | 0.18% | 0.18% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,001 | 438 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oxler Private Wealth LLC | History | No change | 1,949 | 427 | 0.12% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,933 | 423 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,928 | 422 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisors, LLC | History | No change | 1,885 | 413 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 1,880 | 412 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,845 | 404 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 1,812 | 397 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,813 | 397 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guidance Point Advisors, LLC | History | No change | 1,805 | 395 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,760 | 385 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 1,720 | 377 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Compound Planning, Inc. | History | No change | 1,690 | 370 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,680 | 368 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,679 | 368 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,642 | 366 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,671 | 366 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,657 | 365 | 0.18% | 0.17% | 289 | +1 | 0.06% | Q3 2026 | Oct 08, 2026 |
| Net Worth Advisory Group | History | No change | 1,623 | 355 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lakeside Advisors, INC. | History | No change | 1,614 | 353 | 0.22% | 0.22% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 1,602 | 351 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,586 | 347 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 1,567 | 343 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,550 | 340 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,540 | 337 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,514 | 331 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 1,463 | 320 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairway Wealth LLC | History | No change | 1,447 | 317 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stone Summit Wealth LLC | History | No change | 1,420 | 311 | 0.08% | 0.08% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| A4 Wealth Advisors LLC | History | No change | 1,422 | 311 | 0.21% | 0.21% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 1,408 | 308 | 0.14% | 0.14% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 1,399 | 306 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,363 | 300 | 0.02% | — | 305 | +1,363 | New | Q3 2026 | Oct 08, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 1,373 | 300 | 0.17% | 0.17% | 304 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,363 | 298 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tull Financial Group, Inc. | History | No change | 1,356 | 297 | 0.12% | 0.12% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,351 | 296 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,352 | 296 | 0.12% | 0.12% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,350 | 295 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,350 | 295 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 1,349 | 295 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,345 | 294 | 0.08% | 0.08% | 313 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AA Financial Advisors, LLC | History | No change | 1,337 | 293 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,307 | 286 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Guardian Wealth Management, Inc. | History | No change | 1,307 | 286 | 0.14% | 0.14% | 316 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Optivise Advisory Services LLC | History | No change | 1,306 | 286 | 0.15% | 0.15% | 317 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 1,301 | 285 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,303 | 285 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 1,300 | 284 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 1,299 | 284 | 0.12% | 0.12% | 321 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,286 | 283 | 0.02% | 0.02% | 323 | +85 | 7.08% | Q3 2026 | Oct 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,294 | 283 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,279 | 280 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hemenway Trust Co LLC | History | No change | 1,266 | 277 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 1,265 | 277 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management Advisors, LLC | History | No change | 1,253 | 274 | 0.15% | 0.15% | 327 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,251 | 274 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 1,250 | 274 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Asset Management Inc | History | No change | 1,247 | 273 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CGN Advisors LLC | History | No change | 1,245 | 272 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,238 | 271 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,240 | 271 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,201 | 269 | 0.01% | 0.01% | 335 | -196 | -14.03% | Q3 2026 | Oct 09, 2026 |
| Kovack Advisors, Inc. | History | No change | 1,229 | 269 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,224 | 268 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,219 | 267 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 1,200 | 263 | 0.06% | 0.06% | 338 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,197 | 262 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old North State Wealth Management, LLC | History | No change | 1,171 | 256 | 0.11% | 0.11% | 340 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 1,160 | 254 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 1,147 | 251 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Realta Investment Advisors | History | No change | 1,148 | 251 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,134 | 250 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TrueWealth Advisors, LLC | History | No change | 1,133 | 249 | 0.06% | 0.06% | 345 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Retirement, LLC | History | No change | 1,139 | 249 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,119 | 245 | 0.13% | 0.13% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GenTrust, LLC | History | No change | 1,090 | 238 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,090 | 238 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,070 | 234 | 0.12% | 0.12% | 350 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,060 | 232 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 1,059 | 232 | 0.17% | 0.17% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,047 | 230 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,043 | 228 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 1,028 | 225 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,023 | 224 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,017 | 222 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 1,011 | 221 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,012 | 221 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 1,009 | 221 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Center for Financial Services | History | No change | 1,012 | 221 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Briggs Wealth Management, Inc | History | No change | 1,002 | 219 | 0.2% | 0.2% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 958 | 209 | 0.02% | 0.02% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 950 | 208 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 929 | 203 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 852 | 186 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 814 | 178 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 808 | 177 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 795 | 174 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Bridge, LLC | History | No change | 750 | 164 | 0.05% | 0.05% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 734 | 160 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 713 | 156 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| City State Bank | History | No change | 700 | 153 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NFSG Corp | History | No change | 698 | 152 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 635 | 139 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Horizons Wealth Management | History | New | 622 | 136 | 0.08% | — | 376 | +622 | New | Q3 2026 | Oct 05, 2026 |
| BESSEMER GROUP INC | History | No change | 618 | 135 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 563 | 123 | 0.07% | 0.07% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 557 | 122 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 555 | 121 | 0.1% | 0.1% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 533 | 116 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 512 | 112 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 501 | 110 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Align Financial, LLC | History | No change | 498 | 109 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 434 | 95 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 429 | 94 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | History | No change | 429 | 93 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 417 | 91 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 412 | 90 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 396 | 86 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y.D. More Investments Ltd | History | No change | 388 | 85 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 385 | 84 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 373 | 81 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 371 | 81 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 361 | 79 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 351 | 77 | 0.05% | 0.05% | 396 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bank of New Hampshire | History | Reduced | 320 | 70 | 0.02% | 0.03% | 397 | -275 | -46.22% | Q3 2026 | Oct 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 322 | 70 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 318 | 69 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 318 | 69 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 308 | 67 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 300 | 66 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NBT BANK, N.A. | History | No change | 295 | 64 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 276 | 60 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 250 | 54 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 237 | 52 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 237 | 51 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | No change | 233 | 51 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 236 | 51 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 202 | 44 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 43 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | No change | 180 | 39 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 167 | 36 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 168 | 36 | 0.03% | 0.03% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 130 | 28 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 130 | 28 | 0.02% | 0.02% | 416 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 109 | 23 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 21 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 98 | 21 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFSG, LLC | History | No change | 78 | 17 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JDM Financial Group LLC | History | No change | 81 | 17 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 74 | 16 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concord Wealth Partners | History | No change | 69 | 15 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 66 | 14 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 14 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 62 | 13 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 61 | 13 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | No change | 52 | 11 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | No change | 54 | 11 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Robinswood Financial LLC | History | No change | 53 | 11 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 44 | 9 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Friedenthal Financial | History | No change | 34 | 7 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 33 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 32 | 7 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 29 | 6 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abound Wealth Management | History | No change | 30 | 6 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Core Capital Management & Research, inc. | History | No change | 25 | 5 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 21 | 4 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 10 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 6 | 1 | 0.0% | — | 451 | +6 | New | Q3 2026 | Oct 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| RMG Wealth Management LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Oct 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |