VANGUARD INDEX FUNDS - VOT
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 | No change | 3,067,150 | 939,468 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 2,150,345 | 658,650 | 1.13% | 1.13% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,120,757 | 649,587 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,752,727 | 536,860 | 2.05% | 2.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,646,597 | 504,352 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,195,402 | 366,151 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,160,373 | 355,422 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,104,015 | 338,159 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truepoint, Inc. | History | No change | 1,093,223 | 334,854 | 6.99% | 6.99% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,100,734 | 328,741 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,042,640 | 319,360 | 2.39% | 2.39% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 915,170 | 280,316 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 905,608 | 277,387 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 756,813 | 231,811 | 1.72% | 1.72% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 727,903 | 222,937 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 689,650 | 201,446 | 11.51% | 11.54% | 16 | +23,323 | 3.5% | Q3 2026 | Oct 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 564,845 | 173,012 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 519,520 | 159,134 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 497,262 | 152,311 | 0.52% | 0.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 353,090 | 108,155 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 328,799 | 100,711 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | No change | 286,146 | 87,646 | 2.13% | 2.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 275,076 | 84,255 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 256,751 | 78,642 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 243,289 | 74,519 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 236,962 | 72,581 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 236,426 | 72,417 | 0.42% | 0.42% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 235,745 | 72,208 | 2.79% | 2.79% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avior Wealth Management, LLC | History | No change | 229,387 | 70,230 | 1.85% | 1.85% | 29 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 225,823 | 69,201 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 234,303 | 68,439 | 4.22% | 4.23% | 31 | +18,229 | 8.44% | Q3 2026 | Oct 08, 2026 |
| Orgel Wealth Management, LLC | History | No change | 216,318 | 66,258 | 1.26% | 1.26% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | No change | 211,342 | 64,734 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 208,637 | 63,950 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 204,632 | 62,703 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 182,169 | 55,798 | 0.33% | 0.33% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 189,555 | 55,369 | 0.39% | 0.41% | 37 | +19,179 | 11.26% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 178,764 | 54,755 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 176,688 | 54,119 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 171,464 | 52,519 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 167,203 | 51,214 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 164,752 | 50,463 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 162,247 | 49,696 | 0.16% | 0.16% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 163,014 | 49,519 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | Added to | 164,992 | 48,194 | 4.19% | 4.38% | 45 | +6,502 | 4.1% | Q3 2026 | Oct 09, 2026 |
| KWMG, LLC | History | Added to | 156,923 | 45,837 | 3.3% | 3.29% | 46 | +8,435 | 5.68% | Q3 2026 | Oct 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 147,426 | 45,156 | 0.13% | 0.13% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 135,119 | 41,395 | 0.38% | 0.38% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 126,973 | 38,891 | 0.85% | 0.85% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 117,556 | 36,007 | 0.96% | 0.96% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 117,475 | 35,982 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rodgers & Associates, LTD | History | No change | 106,123 | 32,505 | 2.95% | 2.95% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 104,624 | 32,046 | 4.92% | 4.92% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 103,861 | 31,812 | 0.6% | 0.6% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BHK Investment Advisors, LLC | History | No change | 98,916 | 30,298 | 9.05% | 9.05% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Adventist Health System/ West | History | No change | 96,768 | 29,640 | 4.64% | 4.64% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 95,528 | 29,260 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 93,904 | 28,698 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 97,518 | 28,485 | 3.24% | 3.03% | 59 | +10,493 | 12.06% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 92,061 | 28,198 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Axiom Financial Strategies, LLC | History | No change | 91,605 | 28,058 | 8.79% | 8.79% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 91,552 | 28,042 | 0.67% | 0.67% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 90,532 | 27,724 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 90,277 | 27,651 | 2.44% | 2.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AIRE ADVISORS, LLC | History | No change | 89,854 | 27,522 | 4.48% | 4.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 88,188 | 27,012 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 86,799 | 26,586 | 1.16% | 1.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 87,828 | 26,546 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 85,200 | 26,096 | 4.5% | 4.5% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WoodTrust Financial Corp | History | Reduced | 89,181 | 26,050 | 3.16% | 3.36% | 70 | -3,213 | -3.48% | Q3 2026 | Oct 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 84,780 | 25,968 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 84,642 | 25,926 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 80,232 | 24,575 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 80,202 | 24,566 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dakota Wealth Management | History | No change | 79,232 | 24,268 | 0.46% | 0.46% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 78,666 | 24,095 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 70,970 | 21,738 | 4.6% | 4.6% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 70,074 | 21,463 | 0.53% | 0.53% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 64,072 | 19,625 | 1.47% | 1.47% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 64,055 | 19,620 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 63,909 | 19,575 | 8.01% | 8.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 63,662 | 19,499 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marion Wealth Management | History | No change | 62,783 | 19,230 | 3.91% | 3.91% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | New | 64,686 | 18,894 | 3.08% | — | 84 | +64,686 | New | Q3 2026 | Oct 08, 2026 |
| Strategic Investment Advisors / MI | History | No change | 60,758 | 18,610 | 1.13% | 1.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 58,098 | 17,795 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 57,951 | 17,750 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 57,652 | 17,658 | 0.24% | 0.24% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57,481 | 17,606 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 57,109 | 17,492 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 56,842 | 17,408 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 56,482 | 17,300 | 0.32% | 0.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Provident Wealth Management, LLC | History | No change | 54,971 | 16,837 | 4.33% | 4.33% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clayton Financial Group LLC | History | No change | 54,129 | 16,579 | 9.17% | 9.17% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 53,527 | 16,395 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 52,834 | 16,183 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 52,820 | 16,178 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 52,638 | 16,123 | 0.4% | 0.4% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Payne Capital Management, LLC | History | No change | 52,013 | 15,931 | 4.25% | 4.25% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 50,086 | 15,341 | 1.86% | 1.86% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roberts Financial Services LLC | History | No change | 49,278 | 15,093 | 4.42% | 4.42% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 48,213 | 14,767 | 0.29% | 0.29% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 47,729 | 14,619 | 5.94% | 5.94% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HORIZON CORP | History | No change | 47,587 | 14,575 | 0.56% | 0.56% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,093 | 14,424 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 46,285 | 14,176 | 0.52% | 0.52% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 46,550 | 14,147 | 2.86% | 2.86% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwest Trust Co | History | No change | 45,110 | 13,817 | 0.16% | 0.16% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 44,532 | 13,640 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 46,077 | 13,579 | 4.96% | 4.96% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Davis Investment Partners, LLC | History | No change | 44,287 | 13,565 | 4.13% | 4.13% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 43,500 | 13,324 | 1.83% | 1.83% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wolff Financial Management LLC | History | No change | 43,491 | 13,321 | 2.66% | 2.66% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 43,372 | 13,285 | 0.43% | 0.43% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 42,929 | 13,149 | 0.19% | 0.19% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOKF, NA | History | No change | 42,617 | 13,053 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 42,211 | 12,929 | 3.48% | 3.48% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 41,997 | 12,863 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 41,693 | 12,770 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Strategies LLC | History | No change | 41,338 | 12,661 | 1.26% | 1.26% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 40,809 | 12,499 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fusion Capital, LLC | History | No change | 40,231 | 12,322 | 2.86% | 2.86% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marietta Wealth Management, LLC | History | No change | 40,200 | 12,313 | 1.27% | 1.27% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 39,350 | 12,053 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 38,872 | 11,906 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 38,126 | 11,678 | 0.12% | 0.12% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 39,723 | 11,603 | 7.41% | 7.62% | 127 | -38 | -0.1% | Q3 2026 | Oct 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 37,754 | 11,564 | 0.64% | 0.64% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 36,567 | 11,200 | 1.36% | 1.36% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 36,126 | 10,552 | 1.15% | 1.22% | 130 | -421 | -1.15% | Q3 2026 | Oct 09, 2026 |
| Redwood Investment Management, LLC | History | No change | 34,242 | 10,488 | 1.04% | 1.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 34,210 | 10,478 | 2.4% | 2.4% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 34,121 | 10,451 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 33,657 | 10,309 | 0.55% | 0.55% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperity Planning, Inc. | History | Added to | 35,186 | 10,277 | 2.28% | 2.4% | 135 | +988 | 2.89% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 33,282 | 10,194 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 32,765 | 10,035 | 0.37% | 0.37% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NFSG Corp | History | No change | 32,220 | 9,868 | 1.22% | 1.22% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 32,081 | 9,826 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 30,742 | 9,416 | 0.34% | 0.34% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 30,695 | 9,401 | 0.66% | 0.66% | 141 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 30,681 | 9,397 | 0.57% | 0.57% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 30,605 | 9,374 | 2.92% | 2.92% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,618 | 9,072 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ally Invest Advisors Inc. | History | No change | 29,609 | 9,069 | 0.55% | 0.55% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Junk Investment Group, LLC | History | No change | 29,540 | 9,048 | 4.01% | 4.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 29,192 | 8,941 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 31,508 | 8,915 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 29,026 | 8,890 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 28,681 | 8,784 | 0.31% | 0.31% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 28,667 | 8,780 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 28,634 | 8,770 | 0.46% | 0.46% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 28,625 | 8,768 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 28,441 | 8,711 | 2.21% | 2.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 28,109 | 8,567 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 27,893 | 8,543 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 27,452 | 8,408 | 2.68% | 2.68% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 360 Financial, Inc. | History | No change | 27,149 | 8,315 | 2.11% | 2.11% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 27,064 | 8,289 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,706 | 8,179 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 25,720 | 7,878 | 0.24% | 0.24% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 25,710 | 7,874 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 25,543 | 7,823 | 0.17% | 0.17% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWAN Capital LLC | History | No change | 25,316 | 7,754 | 2.65% | 2.65% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 25,278 | 7,742 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 24,722 | 7,572 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMG Financial Group, Ltd. | History | No change | 24,594 | 7,533 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 24,593 | 7,532 | 0.34% | 0.34% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aufman Associates Inc | History | No change | 24,429 | 7,482 | 2.98% | 2.98% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 24,261 | 7,431 | 0.34% | 0.34% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,200 | 7,412 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 24,087 | 7,377 | 0.62% | 0.62% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 23,753 | 7,275 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Operose Advisors LLC | History | No change | 23,535 | 7,209 | 1.39% | 1.39% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 23,527 | 7,206 | 2.93% | 2.93% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 23,462 | 7,186 | 1.34% | 1.34% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zeit Capital LLC | History | No change | 22,803 | 6,984 | 4.21% | 4.21% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 22,735 | 6,963 | 3.23% | 3.23% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 22,714 | 6,957 | 1.96% | 1.96% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HFG Advisors, Inc. | History | No change | 22,683 | 6,947 | 4.33% | 4.33% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 22,679 | 6,946 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IVC Wealth Advisors LLC | History | No change | 22,659 | 6,940 | 2.71% | 2.71% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 23,600 | 6,893 | 0.77% | 0.85% | 183 | -845 | -3.46% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 23,591 | 6,890 | 0.18% | 0.2% | 184 | -1,155 | -4.67% | Q3 2026 | Oct 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 22,278 | 6,823 | 0.21% | 0.21% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 22,214 | 6,804 | 0.46% | 0.46% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 22,084 | 6,764 | 0.11% | 0.11% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 22,040 | 6,750 | 3.13% | 3.13% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aprio Wealth Management, LLC | History | No change | 21,786 | 6,672 | 0.33% | 0.33% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 21,625 | 6,623 | 1.91% | 1.91% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 21,312 | 6,527 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 21,300 | 6,524 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arch Global Advisors, LLC | History | No change | 21,204 | 6,494 | 2.87% | 2.87% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 21,062 | 6,451 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 19,896 | 6,094 | 0.36% | 0.36% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 19,843 | 6,078 | 0.89% | 0.89% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 19,741 | 6,046 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 19,454 | 5,958 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 19,343 | 5,925 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 19,124 | 5,857 | 0.33% | 0.33% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 18,932 | 5,798 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 18,865 | 5,778 | 0.29% | 0.29% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Councilor Wealth, LLC | History | Reduced | 19,753 | 5,770 | 2.38% | 2.48% | 203 | -300 | -1.5% | Q3 2026 | Oct 09, 2026 |
| HRT FINANCIAL LP | History | No change | 18,763 | 5,747 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterford Advisors, LLC | History | No change | 20,897 | 5,718 | 1.56% | 1.56% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 18,115 | 5,548 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 18,013 | 5,517 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 17,889 | 5,479 | 0.17% | 0.17% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 17,813 | 5,456 | 0.21% | 0.21% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,741 | 5,433 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | No change | 17,717 | 5,426 | 2.56% | 2.56% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 17,582 | 5,385 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 17,515 | 5,364 | 0.33% | 0.33% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 17,419 | 5,335 | 0.9% | 0.9% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baring Financial LLC | History | Added to | 17,962 | 5,246 | 2.8% | 2.96% | 215 | +424 | 2.42% | Q3 2026 | Oct 07, 2026 |
| Summit Financial, LLC | History | No change | 16,942 | 5,189 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,501 | 5,054 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | Added to | 17,253 | 5,040 | 0.14% | 0.14% | 218 | +1,329 | 8.35% | Q3 2026 | Oct 02, 2026 |
| Caprock Group, LLC | History | No change | 16,350 | 5,008 | 0.1% | 0.1% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Linscomb Wealth, Inc. | History | No change | 16,286 | 4,988 | 0.22% | 0.22% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,218 | 4,967 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goepper Burkhardt LLC | History | No change | 16,215 | 4,966 | 1.49% | 1.49% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | No change | 16,139 | 4,943 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 16,050 | 4,916 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagace Wealth Management LLC | History | No change | 15,823 | 4,846 | 3.04% | 3.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NICOLET BANKSHARES INC | History | No change | 15,732 | 4,806 | 0.15% | 0.15% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 16,297 | 4,760 | 0.31% | 0.34% | 227 | -345 | -2.07% | Q3 2026 | Oct 08, 2026 |
| Keel Point, LLC | History | No change | 15,283 | 4,681 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,129 | 4,633 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 15,080 | 4,619 | 0.27% | 0.27% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 15,015 | 4,599 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 14,748 | 4,517 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 14,701 | 4,503 | 1.55% | 1.55% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 14,561 | 4,460 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 14,496 | 4,440 | 1.08% | 1.08% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bravera Wealth | History | No change | 14,425 | 4,418 | 1.69% | 1.69% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 14,211 | 4,352 | 0.88% | 0.88% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cohen Klingenstein LLC | History | No change | 13,922 | 4,264 | 0.12% | 0.12% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,859 | 4,244 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | No change | 13,813 | 4,230 | 2.0% | 2.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 13,623 | 4,172 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 13,601 | 4,166 | 2.59% | 2.59% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 13,586 | 4,161 | 0.52% | 0.52% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Berman McAleer LLC | History | No change | 13,424 | 4,111 | 0.48% | 0.48% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 13,285 | 4,069 | 0.64% | 0.64% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 13,278 | 4,066 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MSH Capital Advisors LLC | History | No change | 13,225 | 4,050 | 0.7% | 0.7% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 13,223 | 4,050 | 2.63% | 2.63% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 13,687 | 3,997 | 0.43% | 0.66% | 249 | -5,565 | -28.91% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | No change | 13,030 | 3,991 | 0.2% | 0.2% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Krilogy Financial LLC | History | No change | 12,900 | 3,951 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 12,486 | 3,825 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,456 | 3,815 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 12,385 | 3,793 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Reduced | 12,730 | 3,791 | 0.09% | 0.11% | 255 | -431 | -3.27% | Q3 2026 | Oct 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 12,325 | 3,775 | 0.75% | 0.75% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mustard Seed Financial, LLC | History | No change | 12,319 | 3,773 | 1.96% | 1.96% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SilverOak Wealth Management LLC | History | No change | 12,200 | 3,736 | 0.48% | 0.48% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,137 | 3,717 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 12,063 | 3,694 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sovran Advisors, LLC | History | No change | 12,289 | 3,610 | 0.27% | 0.27% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 11,743 | 3,596 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 11,514 | 3,526 | 0.96% | 0.96% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 12,029 | 3,513 | 0.29% | 0.31% | 264 | -83 | -0.69% | Q3 2026 | Oct 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 11,968 | 3,495 | 0.9% | 0.96% | 265 | -60 | -0.5% | Q3 2026 | Oct 06, 2026 |
| Vise Technologies, Inc. | History | No change | 11,364 | 3,480 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 11,298 | 3,460 | 1.56% | 1.56% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 11,268 | 3,451 | 0.42% | 0.42% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 11,218 | 3,436 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,562 | 3,407 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPH & CO | History | Reduced | 11,646 | 3,401 | 0.87% | 0.91% | 271 | -76 | -0.65% | Q3 2026 | Oct 07, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 11,030 | 3,378 | 2.19% | 2.19% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 10,965 | 3,358 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 10,960 | 3,356 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 11,313 | 3,304 | 0.19% | 0.2% | 275 | -199 | -1.73% | Q3 2026 | Oct 09, 2026 |
| IFG Advisory, LLC | History | No change | 10,746 | 3,291 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower View Wealth Management LLC | History | No change | 10,677 | 3,270 | 1.44% | 1.44% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 10,587 | 3,242 | 0.13% | 0.13% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 10,402 | 3,186 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballentine Partners, LLC | History | No change | 10,380 | 3,179 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LeConte Wealth Management, LLC | History | No change | 10,282 | 3,149 | 1.72% | 1.72% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,206 | 3,126 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 10,128 | 3,102 | 1.67% | 1.67% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 10,899 | 3,042 | 2.6% | 2.6% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,921 | 3,039 | 0.31% | 0.31% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,919 | 3,038 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 9,905 | 3,033 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,765 | 2,990 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,695 | 2,969 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,676 | 2,963 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 9,451 | 2,962 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 9,580 | 2,934 | 0.14% | 0.14% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 9,545 | 2,923 | 0.31% | 0.31% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 9,503 | 2,910 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intergy Private Wealth, LLC | History | No change | 9,481 | 2,904 | 0.67% | 0.67% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,467 | 2,899 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 9,449 | 2,894 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 9,434 | 2,889 | 0.87% | 0.87% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 9,383 | 2,874 | 0.51% | 0.51% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 9,368 | 2,869 | 0.17% | 0.17% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |