VANGUARD WORLD FUND - VSGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | History | No change | 4,128,548 | 339,944 | 1.16% | 1.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,620,723 | 133,450 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 1,598,757 | 131,641 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 927,845 | 76,398 | 14.76% | 14.76% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 616,353 | 50,751 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 561,525 | 45,522 | 29.87% | 30.2% | 6 | -10,000 | -1.75% | Q3 2026 | Oct 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 483,384 | 39,801 | 2.49% | 2.49% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Boston Trust Walden Corp | History | No change | 460,280 | 37,899 | 0.29% | 0.29% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 455,867 | 37,536 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 432,269 | 35,593 | 0.34% | 0.34% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 226,203 | 29,585 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Buchholz LLC | History | No change | 318,254 | 26,204 | 9.45% | 9.45% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 313,891 | 25,845 | 0.37% | 0.37% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 311,309 | 25,604 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 298,705 | 24,207 | 0.31% | 0.35% | 15 | -6,549 | -2.15% | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 268,473 | 22,106 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sellwood Investment Partners LLC | History | No change | 257,549 | 21,206 | 7.48% | 7.48% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 246,124 | 20,265 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 244,109 | 20,099 | 5.89% | 5.89% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 243,546 | 20,053 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 238,759 | 19,659 | 2.0% | 2.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 235,260 | 19,371 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 234,590 | 19,316 | 1.16% | 1.16% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 221,149 | 18,209 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 220,509 | 18,156 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 200,730 | 16,528 | 4.71% | 4.71% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 200,454 | 16,505 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 195,053 | 15,838 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 190,573 | 15,691 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 169,253 | 13,936 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 164,872 | 13,575 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 156,368 | 12,875 | 0.63% | 0.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 153,237 | 12,617 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 144,564 | 11,903 | 7.64% | 7.64% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 139,089 | 11,452 | 2.84% | 2.84% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 135,607 | 11,165 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 134,564 | 11,079 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 134,393 | 11,065 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crewe Advisors LLC | History | No change | 132,891 | 10,942 | 0.79% | 0.79% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orgel Wealth Management, LLC | History | No change | 124,727 | 10,270 | 0.19% | 0.19% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 123,020 | 10,129 | 0.33% | 0.33% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 120,424 | 9,915 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 120,137 | 9,892 | 0.44% | 0.44% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 119,742 | 9,859 | 0.58% | 0.58% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 110,347 | 9,085 | 0.69% | 0.69% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Portfolios, Inc. | History | No change | 105,950 | 8,723 | 0.63% | 0.63% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Composition Wealth, LLC | History | No change | 104,488 | 8,603 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stewardship Advisors, LLC | History | No change | 103,016 | 8,482 | 1.76% | 1.76% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farrell Financial LLC | History | No change | 95,680 | 7,878 | 4.26% | 4.26% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 95,256 | 7,843 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 92,093 | 7,582 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanchez Levi Garrett | History | No change | 91,904 | 7,567 | 4.11% | 4.11% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 88,137 | 7,257 | 0.74% | 0.74% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 86,226 | 7,099 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 85,820 | 7,066 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 82,589 | 6,800 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 82,246 | 6,772 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 80,589 | 6,635 | 2.42% | 2.42% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quent Capital, LLC | History | No change | 80,154 | 6,599 | 0.41% | 0.41% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 80,017 | 6,588 | 0.82% | 0.82% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Human Investing LLC | History | No change | 77,659 | 6,394 | 0.83% | 0.83% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Promethos Capital, LLC | History | No change | 76,387 | 6,289 | 1.71% | 1.71% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 75,557 | 6,221 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 71,869 | 5,917 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DeDora Capital, Inc. | History | No change | 69,688 | 5,738 | 1.25% | 1.25% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 69,240 | 5,613 | 3.89% | 4.3% | 66 | -47 | -0.07% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 68,059 | 5,603 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 61,805 | 5,089 | 2.53% | 2.53% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 61,377 | 5,053 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fund Evaluation Group, LLC | History | No change | 61,277 | 5,045 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMG National Trust Bank | History | No change | 61,124 | 5,032 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 60,742 | 5,001 | 1.75% | 1.75% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 58,316 | 4,801 | 0.37% | 0.37% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 54,584 | 4,494 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 53,483 | 4,403 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 52,553 | 4,327 | 2.6% | 2.6% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 50,979 | 4,197 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 54,924 | 4,160 | 0.65% | 0.65% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carr Financial Group Corp | History | No change | 50,200 | 4,133 | 0.95% | 0.95% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballentine Partners, LLC | History | No change | 50,166 | 4,130 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthfront Advisers LLC | History | No change | 48,816 | 4,019 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CGC Financial Services, LLC | History | No change | 46,915 | 3,862 | 0.87% | 0.87% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ledyard National Bank | History | No change | 43,914 | 3,615 | 0.29% | 0.29% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 43,732 | 3,600 | 2.25% | 2.25% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 46,910 | 3,585 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 43,553 | 3,519 | 1.02% | 1.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 42,419 | 3,492 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 42,218 | 3,476 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 42,788 | 3,468 | 0.5% | 0.51% | 89 | +42 | 0.1% | Q3 2026 | Oct 07, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 42,022 | 3,460 | 1.36% | 1.36% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BFSG, LLC | History | No change | 41,538 | 3,420 | 0.3% | 0.3% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 41,193 | 3,391 | 0.43% | 0.43% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVIS R M INC | History | No change | 40,262 | 3,315 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 39,191 | 3,226 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Capital Management Ltd | History | Added to | 39,440 | 3,197 | 0.59% | 0.61% | 95 | +221 | 0.56% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,056 | 3,166 | 0.02% | 0.02% | 96 | +3,403 | 9.54% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,776 | 3,029 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 36,506 | 3,005 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 36,491 | 3,004 | 0.47% | 0.47% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Olde Wealth Management, LLC | History | No change | 36,426 | 2,999 | 0.85% | 0.85% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 36,402 | 2,997 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard National Trust Co | History | No change | 35,583 | 2,929 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,745 | 2,778 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEADINVEST, LLC | History | No change | 32,529 | 2,678 | 0.5% | 0.5% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 32,369 | 2,665 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Capital Management, LLC | History | No change | 32,087 | 2,649 | 0.83% | 0.83% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 31,981 | 2,633 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 31,773 | 2,616 | 0.25% | 0.25% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 31,570 | 2,599 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAYPORT, LLC | History | No change | 31,430 | 2,587 | 0.4% | 0.4% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 30,792 | 2,535 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 30,336 | 2,497 | 0.38% | 0.38% | 112 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Choate Investment Advisors | History | No change | 30,313 | 2,495 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 30,180 | 2,485 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dundas Partners LLP | History | No change | 29,645 | 2,440 | 0.18% | 0.18% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | No change | 29,645 | 2,440 | 1.26% | 1.26% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 29,325 | 2,414 | 1.07% | 1.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 29,103 | 2,396 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WoodTrust Financial Corp | History | Added to | 28,799 | 2,335 | 0.28% | 0.25% | 119 | +2,897 | 11.18% | Q3 2026 | Oct 09, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 27,453 | 2,260 | 0.2% | 0.2% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 25,457 | 2,096 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 25,455 | 2,095 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beta Wealth Group, Inc. | History | No change | 24,092 | 1,983 | 0.74% | 0.74% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 23,477 | 1,933 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 22,297 | 1,835 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 21,634 | 1,781 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 21,272 | 1,751 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Group, LLC | History | No change | 20,788 | 1,711 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hardy Reed LLC | History | No change | 20,305 | 1,671 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 19,840 | 1,633 | 0.79% | 0.79% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,790 | 1,629 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 19,728 | 1,624 | 0.84% | 0.84% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | No change | 19,148 | 1,576 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Added to | 19,436 | 1,560 | 0.04% | 0.03% | 134 | +5,599 | 40.46% | Q3 2026 | Oct 09, 2026 |
| CHOREO, LLC | History | No change | 18,900 | 1,556 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,610 | 1,532 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 18,478 | 1,521 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,346 | 1,499 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIBRA WEALTH LLC | History | No change | 18,065 | 1,487 | 0.38% | 0.38% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JNBA Financial Advisors | History | No change | 17,980 | 1,480 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 17,864 | 1,470 | 0.88% | 0.88% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Old Peak Finance LLC | History | No change | 17,836 | 1,468 | 0.71% | 0.71% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARINGS LLC | History | No change | 17,809 | 1,466 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 17,798 | 1,465 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 17,623 | 1,451 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,730 | 1,449 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,440 | 1,436 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northland Capital Management LLC | History | No change | 17,437 | 1,435 | 0.77% | 0.77% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 18,077 | 1,434 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Council, LLC | History | No change | 17,255 | 1,420 | 0.46% | 0.46% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,044 | 1,403 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 16,958 | 1,396 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 16,960 | 1,396 | 0.51% | 0.51% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 16,934 | 1,394 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family CFO Inc | History | No change | 16,779 | 1,381 | 0.53% | 0.53% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 16,676 | 1,373 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CGN Advisors LLC | History | No change | 16,409 | 1,351 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,976 | 1,315 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 15,925 | 1,311 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,793 | 1,300 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 15,448 | 1,252 | 0.88% | 0.9% | 161 | +46 | 0.3% | Q3 2026 | Oct 06, 2026 |
| Atomic Invest LLC | History | No change | 14,906 | 1,217 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 14,719 | 1,211 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBK Sorce Advisory LLC | History | No change | 14,552 | 1,196 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optas, LLC | History | No change | 14,189 | 1,168 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | No change | 14,159 | 1,165 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Well Done, LLC | History | No change | 13,859 | 1,141 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Skyline Advisors, Inc. | History | No change | 13,723 | 1,129 | 0.35% | 0.35% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,696 | 1,127 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 13,579 | 1,118 | 0.69% | 0.69% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 13,458 | 1,108 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Thayer Partners, LLC / MA | History | No change | 13,375 | 1,101 | 0.46% | 0.46% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 13,499 | 1,094 | 0.12% | 0.13% | 173 | +148 | 1.11% | Q3 2026 | Oct 07, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 13,278 | 1,093 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,209 | 1,087 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advantage, Inc. | History | No change | 13,115 | 1,079 | 0.13% | 0.13% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WARNER FINANCIAL, INC | History | No change | 12,990 | 1,069 | 0.31% | 0.31% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ramiah Investment Group | History | No change | 12,615 | 1,038 | 0.79% | 0.79% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 12,193 | 1,003 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 12,187 | 1,003 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 12,059 | 992 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 11,975 | 986 | 0.21% | 0.21% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 11,933 | 981 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 11,840 | 974 | 0.6% | 0.6% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Values Added Financial LLC | History | No change | 11,790 | 970 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,774 | 969 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Point Advisors, LLC | History | No change | 11,750 | 967 | 0.24% | 0.24% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,732 | 966 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Partners LLC | History | No change | 11,663 | 960 | 0.83% | 0.83% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Operose Advisors LLC | History | No change | 11,637 | 958 | 0.19% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 11,626 | 957 | 0.2% | 0.2% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 11,631 | 957 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FinArc Investments, Inc. | History | No change | 11,517 | 948 | 0.86% | 0.86% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,092 | 913 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 10,994 | 905 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 10,942 | 900 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 10,893 | 896 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Addison Advisors LLC | History | No change | 10,803 | 889 | 0.42% | 0.42% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,776 | 887 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 10,750 | 885 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Asset Management, LLC | History | No change | 10,693 | 880 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 10,574 | 870 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 10,491 | 863 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Destination Wealth Management | History | No change | 10,448 | 860 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,450 | 860 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Range Advisory, LLC | History | No change | 10,418 | 857 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Meridian Financial Partners LLC | History | No change | 10,022 | 813 | 0.28% | 0.28% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,845 | 810 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 9,451 | 778 | 0.47% | 0.47% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 9,383 | 772 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pure Financial Advisors, LLC | History | No change | 9,266 | 762 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scott Capital Advisors, LLC | History | No change | 9,247 | 761 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Farnam Financial LLC | History | No change | 9,062 | 746 | 0.54% | 0.54% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Martel Wealth Advisors LLC | History | No change | 8,981 | 739 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Round Rock Advisors LLC | History | No change | 8,961 | 737 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 8,949 | 736 | 0.52% | 0.52% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 8,916 | 734 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANB BANK | History | Reduced | 8,944 | 725 | 0.26% | 0.28% | 218 | -156 | -1.71% | Q3 2026 | Oct 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,576 | 706 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 8,444 | 695 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Refined Wealth Management | History | No change | 8,422 | 693 | 0.42% | 0.42% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,330 | 686 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 8,378 | 679 | 0.02% | 0.01% | 223 | +5,482 | 189.3% | Q3 2026 | Oct 05, 2026 |
| Truepoint, Inc. | History | No change | 8,235 | 678 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,228 | 677 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,037 | 661 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,927 | 652 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Linscomb Wealth, Inc. | History | No change | 7,875 | 648 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 7,771 | 639 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | New | 7,805 | 632 | 0.04% | — | 230 | +7,805 | New | Q3 2026 | Oct 08, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,663 | 630 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,625 | 627 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gemmer Asset Management LLC | History | No change | 7,586 | 624 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tribridge Partners Financial LLC | History | No change | 7,822 | 622 | 0.24% | 0.24% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,516 | 618 | 0.1% | 0.1% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 7,602 | 616 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,379 | 607 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 7,162 | 589 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Midwest Trust Co | History | No change | 7,050 | 580 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 7,000 | 576 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 6,989 | 575 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,979 | 574 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 6,983 | 574 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,893 | 567 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 6,717 | 553 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | No change | 6,724 | 553 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brickley Wealth Management | History | No change | 6,678 | 549 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 6,598 | 543 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,477 | 533 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,471 | 532 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Symmetry Partners, LLC | History | No change | 6,459 | 531 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MYECFO, LLC | History | No change | 6,330 | 521 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RS CRUM INC. | History | No change | 6,325 | 520 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,315 | 519 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert & Cook, Inc. | History | No change | 6,224 | 512 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Group Ltd | History | Added to | 6,270 | 510 | 0.09% | 0.07% | 256 | +2,120 | 51.08% | Q3 2026 | Oct 07, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 6,185 | 509 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,177 | 508 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 6,350 | 501 | 0.06% | 0.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisors, LLC | History | No change | 6,088 | 501 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MilWealth Group LLC | History | No change | 6,097 | 501 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KilterHowling LLC | History | No change | 6,062 | 499 | 0.22% | 0.22% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 6,064 | 499 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 6,052 | 498 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 6,008 | 494 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Odyssey Group, LLC | History | No change | 6,007 | 494 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 5,984 | 492 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | No change | 5,946 | 489 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Passive Capital Management, LLC. | History | No change | 6,724 | 481 | 0.15% | 0.15% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 5,797 | 477 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 5,850 | 474 | 0.02% | 0.01% | 271 | +1,965 | 50.58% | Q3 2026 | Oct 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,693 | 468 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 5,552 | 457 | 0.18% | 0.18% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,470 | 450 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vantus Wealth LLC | History | No change | 5,421 | 446 | 0.24% | 0.24% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gordian Advisors LLC | History | No change | 5,410 | 445 | 0.26% | 0.26% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,306 | 436 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 5,277 | 434 | 0.18% | 0.18% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 5,214 | 429 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,135 | 422 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,104 | 420 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ferguson Shapiro LLC | History | No change | 4,987 | 410 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 4,960 | 408 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,960 | 408 | 0.08% | 0.08% | 284 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SteelPeak Wealth, LLC | History | No change | 4,913 | 404 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 4,907 | 404 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 5,609 | 402 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 4,858 | 399 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,828 | 397 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 4,815 | 396 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,790 | 393 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 4,774 | 393 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,765 | 392 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 4,586 | 377 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 4,531 | 373 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,524 | 372 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ervin Investment Management, LLC | History | No change | 4,528 | 372 | 0.2% | 0.2% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,502 | 370 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True North Advisors, LLC | History | No change | 4,496 | 370 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Madson Wealth Advisors Inc | History | No change | 4,505 | 370 | 0.25% | 0.25% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |