VANGUARD WORLD FUND - VOX
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 | 2,443,141 | 449,415 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 2,096,665 | 385,681 | 4.83% | 4.83% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,422,902 | 263,066 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 989,123 | 181,949 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 777,340 | 142,991 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 742,288 | 136,543 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 716,133 | 131,746 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 470,925 | 86,626 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Capital Management, Inc. | History | No change | 464,202 | 85,390 | 5.17% | 5.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 410,936 | 75,591 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 365,421 | 67,219 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 346,099 | 63,664 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 254,010 | 46,725 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 252,428 | 46,434 | 1.38% | 1.38% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 191,215 | 35,174 | 2.14% | 2.14% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | No change | 188,381 | 34,653 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 177,268 | 32,611 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 171,378 | 31,525 | 0.64% | 0.64% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 142,761 | 26,261 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 131,149 | 24,124 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 122,772 | 22,583 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 118,669 | 21,829 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 113,728 | 21,471 | 4.51% | 4.51% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 110,217 | 20,274 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 108,607 | 19,978 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 105,020 | 19,318 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100,004 | 18,395 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 94,391 | 16,975 | 1.05% | 1.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| M&T BANK CORP | History | No change | 88,929 | 16,358 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AGF MANAGEMENT LTD | History | No change | 88,438 | 16,268 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 78,207 | 14,386 | 0.4% | 0.4% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 75,602 | 13,907 | 1.11% | 1.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 74,710 | 13,742 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 73,375 | 13,497 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 73,041 | 13,435 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 66,857 | 12,298 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 59,333 | 10,926 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 58,465 | 10,754 | 1.74% | 1.74% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 54,637 | 10,050 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 53,539 | 9,848 | 0.25% | 0.25% | 40 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,614 | 9,310 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 47,611 | 8,758 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 47,319 | 8,704 | 0.16% | 0.16% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset One Wealth Management LLC | History | No change | 42,609 | 8,296 | 0.88% | 0.88% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 42,575 | 7,831 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 41,985 | 7,616 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 37,938 | 6,978 | 0.76% | 0.76% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 37,234 | 6,849 | 3.84% | 3.84% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 37,098 | 6,824 | 1.05% | 1.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quaker Wealth Management, LLC | History | No change | 35,784 | 6,582 | 1.92% | 1.92% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 33,258 | 6,117 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 32,719 | 6,018 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,655 | 6,006 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 31,097 | 5,720 | 0.38% | 0.38% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 30,424 | 5,596 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 27,644 | 5,085 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharper & Granite LLC | History | No change | 26,769 | 4,924 | 1.53% | 1.53% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 26,696 | 4,910 | 0.98% | 0.98% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 25,983 | 4,779 | 1.19% | 1.19% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 25,587 | 4,706 | 1.41% | 1.41% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 25,735 | 4,627 | 0.87% | 0.87% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 25,028 | 4,604 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 24,462 | 4,499 | 1.56% | 1.56% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,251 | 4,460 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,092 | 4,431 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 23,280 | 4,282 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 22,917 | 4,215 | 1.13% | 1.13% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,613 | 4,159 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 20,646 | 3,961 | 0.79% | 0.79% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Narus Financial Partners, LLC | History | No change | 21,329 | 3,923 | 1.01% | 1.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 20,570 | 3,783 | 1.28% | 1.28% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 20,163 | 3,708 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 19,944 | 3,668 | 0.63% | 0.63% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 19,802 | 3,642 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 18,891 | 3,474 | 0.26% | 0.26% | 75 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Advisors Capital Management, LLC | History | No change | 18,556 | 3,413 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,260 | 3,358 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joule Financial, LLC | History | No change | 17,987 | 3,308 | 0.9% | 0.9% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,929 | 3,297 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 17,830 | 3,279 | 1.76% | 1.76% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 17,386 | 3,198 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Campion Asset Management | History | No change | 16,735 | 3,078 | 1.88% | 1.88% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,676 | 3,067 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,627 | 3,058 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 16,506 | 3,036 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Brothers, Inc. | History | No change | 16,315 | 3,001 | 1.56% | 1.56% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,907 | 2,926 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,807 | 2,907 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elm Partners Management LLC | History | No change | 15,034 | 2,765 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prostatis Group LLC | History | No change | 14,600 | 2,685 | 0.63% | 0.63% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 14,524 | 2,672 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,320 | 2,634 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of Marin | History | No change | 13,934 | 2,563 | 1.79% | 1.79% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 13,871 | 2,551 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,774 | 2,533 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | No change | 13,703 | 2,520 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 13,657 | 2,512 | 0.33% | 0.33% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 13,591 | 2,500 | 0.64% | 0.64% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 13,573 | 2,496 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Royal Fund Management, LLC | History | No change | 13,548 | 2,492 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,524 | 2,487 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 13,381 | 2,461 | 0.55% | 0.55% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,182 | 2,424 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Focus Partners Wealth | History | No change | 13,140 | 2,417 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 12,883 | 2,369 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 12,056 | 2,217 | 0.87% | 0.87% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,001 | 2,207 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,899 | 2,188 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MontVue Capital Management, Inc. | History | No change | 11,555 | 2,125 | 1.22% | 1.22% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Junk Investment Group, LLC | History | No change | 11,511 | 2,117 | 0.94% | 0.94% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,494 | 2,114 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,154 | 2,052 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 11,125 | 2,046 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 10,670 | 1,962 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 10,296 | 1,893 | 1.08% | 1.08% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | No change | 10,277 | 1,890 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 10,250 | 1,885 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 10,212 | 1,878 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Madden Advisory Services, Inc. | History | No change | 9,942 | 1,828 | 0.66% | 0.66% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 9,942 | 1,828 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 9,940 | 1,828 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,902 | 1,821 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corsicana & Co. | History | No change | 9,740 | 1,791 | 0.87% | 0.87% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALTFEST L J & CO INC | History | No change | 9,722 | 1,788 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 9,692 | 1,782 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 9,642 | 1,773 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 9,378 | 1,725 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RCW Management, LLC | History | No change | 9,342 | 1,718 | 1.54% | 1.54% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 9,278 | 1,706 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 9,263 | 1,703 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Added to | 8,792 | 1,676 | 0.05% | 0.05% | 131 | +140 | 1.62% | Q3 2026 | Oct 02, 2026 |
| Dakota Wealth Management | History | No change | 9,079 | 1,670 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,031 | 1,661 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAILARD, INC. | History | No change | 9,003 | 1,656 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Trust Co | History | No change | 8,996 | 1,654 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 8,970 | 1,650 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,828 | 1,623 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 8,772 | 1,613 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 8,453 | 1,554 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 8,251 | 1,517 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 8,229 | 1,513 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 8,167 | 1,502 | 0.35% | 0.35% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 8,138 | 1,497 | 1.08% | 1.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,109 | 1,491 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 8,088 | 1,487 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,076 | 1,485 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | No change | 8,027 | 1,477 | 0.4% | 0.4% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 7,917 | 1,456 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,841 | 1,442 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | No change | 7,771 | 1,429 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 7,702 | 1,416 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,653 | 1,407 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,574 | 1,393 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 7,486 | 1,377 | 0.5% | 0.5% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Citizens Financial Corp | History | No change | 7,207 | 1,373 | 0.58% | 0.55% | 155 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 7,413 | 1,363 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NWAM LLC | History | No change | 7,072 | 1,300 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Idaho Trust Co | History | No change | 7,034 | 1,293 | 0.38% | 0.38% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 6,952 | 1,278 | 0.32% | 0.32% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GTS SECURITIES LLC | History | No change | 6,930 | 1,274 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triangle Securities Wealth Management | History | No change | 6,723 | 1,236 | 0.25% | 0.25% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 6,653 | 1,223 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crown Wealth Group, LLC | History | No change | 6,576 | 1,209 | 0.31% | 0.31% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,560 | 1,207 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 6,352 | 1,168 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial & Tax Architects, LLC | History | No change | 6,264 | 1,152 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 6,246 | 1,149 | 0.95% | 0.95% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 6,200 | 1,140 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 6,202 | 1,140 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 5,987 | 1,135 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,089 | 1,120 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,945 | 1,093 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPWM LLC | History | No change | 5,912 | 1,087 | 0.24% | 0.24% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,862 | 1,078 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | No change | 5,852 | 1,076 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| City Center Advisors, LLC | History | No change | 5,768 | 1,061 | 0.86% | 0.86% | 176 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,764 | 1,060 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 5,739 | 1,055 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 5,681 | 1,045 | 0.33% | 0.33% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | No change | 5,622 | 1,034 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RBA Wealth Management, LLC | History | No change | 5,619 | 1,033 | 0.38% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,460 | 1,004 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,452 | 1,002 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,429 | 998 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 5,363 | 986 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,268 | 968 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | No change | 5,267 | 968 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,046 | 928 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 4,964 | 913 | 0.4% | 0.4% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 4,884 | 898 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | No change | 4,849 | 891 | 0.32% | 0.32% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 4,800 | 882 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 4,769 | 881 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,768 | 877 | 0.14% | 0.14% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,757 | 875 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,708 | 866 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,550 | 837 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 4,534 | 834 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 4,497 | 827 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAXON INTERESTS, INC. | History | No change | 4,478 | 823 | 0.23% | 0.23% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 4,405 | 810 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jacobs Equity LLC | History | No change | 4,281 | 787 | 0.54% | 0.54% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,216 | 775 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,203 | 773 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Peoples Bank/KS | History | No change | 4,180 | 768 | 0.75% | 0.75% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,055 | 745 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 4,001 | 739 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,037 | 735 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,037 | 735 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simmons Bank | History | No change | 3,920 | 721 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DT Investment Partners, LLC | History | No change | 3,919 | 720 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,867 | 711 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 3,867 | 711 | 1.07% | 1.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,865 | 710 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,850 | 708 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,795 | 698 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,786 | 696 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,780 | 695 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,754 | 690 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,707 | 681 | 0.32% | 0.32% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,686 | 678 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,565 | 655 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,551 | 653 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,537 | 650 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WARNER FINANCIAL, INC | History | No change | 3,525 | 648 | 0.19% | 0.19% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,481 | 640 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 3,328 | 612 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | No change | 3,328 | 612 | 0.44% | 0.44% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mainstream Capital Management LLC | History | No change | 3,304 | 607 | 0.37% | 0.37% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sigma Planning Corp | History | No change | 3,201 | 588 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tudor Financial Inc. | History | No change | 3,196 | 587 | 0.26% | 0.26% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 3,187 | 586 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,115 | 572 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 3,085 | 567 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,110 | 565 | 0.15% | 0.15% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,048 | 560 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,038 | 558 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Financial Private Client, LLC | History | No change | 3,003 | 552 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,979 | 548 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EASTERN BANK | History | No change | 2,978 | 547 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Mittelman Wealth Management | History | No change | 2,899 | 533 | 0.35% | 0.35% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,897 | 532 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,876 | 529 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,863 | 526 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,791 | 513 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,784 | 512 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,761 | 508 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,685 | 493 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 2,663 | 489 | 0.1% | 0.1% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,650 | 487 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 2,580 | 487 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,628 | 483 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,591 | 476 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 2,584 | 475 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,582 | 474 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,575 | 473 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 2,555 | 469 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 2,523 | 464 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 2,527 | 464 | 0.16% | 0.16% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,453 | 451 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 2,500 | 449 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 2,443 | 449 | 0.25% | 0.25% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,430 | 446 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rothschild Wealth LLC | History | No change | 2,415 | 444 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,409 | 443 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SageGuard Financial Group, LLC | History | No change | 2,409 | 443 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,375 | 436 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | No change | 2,365 | 435 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,348 | 431 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,174 | 430 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,315 | 426 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,277 | 418 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,264 | 416 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,527 | 411 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,216 | 407 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,203 | 405 | 0.16% | 0.16% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 2,193 | 403 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,182 | 401 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,169 | 398 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,161 | 397 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,143 | 394 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 2,116 | 389 | 0.22% | 0.22% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 2,106 | 387 | 0.17% | 0.17% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abbot Financial Management, Inc. | History | No change | 2,075 | 381 | 0.13% | 0.13% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,032 | 373 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Fin Capital, Inc. | History | No change | 2,023 | 372 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McCollum Christoferson Group LLC | History | No change | 2,005 | 368 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 2,000 | 367 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,986 | 365 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex LLC | History | No change | 1,982 | 364 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CGN Advisors LLC | History | No change | 1,969 | 362 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Boltwood Capital Management | History | Reduced | 1,895 | 361 | 0.08% | 0.08% | 292 | -32 | -1.66% | Q3 2026 | Oct 02, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,950 | 358 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,937 | 356 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 1,935 | 355 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 1,922 | 353 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 1,920 | 353 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 1,936 | 352 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,912 | 351 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,903 | 349 | 0.14% | 0.14% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |