VANGUARD WELLINGTON FUND - VTES
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,254,555 | 127,099 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 739,648 | 74,933 | 5.8% | 5.8% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 409,264 | 41,462 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 312,892 | 31,699 | 2.77% | 2.77% | 4 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 234,984 | 23,806 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 198,242 | 20,083 | 2.06% | 2.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 189,383 | 19,186 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 181,064 | 18,326 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 168,178 | 17,038 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 157,546 | 15,960 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 120,115 | 12,168 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 101,975 | 10,331 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 100,525 | 10,184 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 99,216 | 10,051 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 97,134 | 9,840 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Bank & Trust | History | No change | 96,154 | 9,741 | 1.86% | 1.86% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 95,531 | 9,678 | 3.01% | 3.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 94,970 | 9,621 | 0.6% | 0.6% | 18 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 94,954 | 9,615 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 94,224 | 9,545 | 0.61% | 0.61% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | No change | 92,425 | 9,363 | 2.88% | 2.88% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 90,508 | 9,152 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 88,991 | 9,015 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Altiora Financial Group, LLC | History | No change | 87,674 | 8,882 | 1.4% | 1.4% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 83,629 | 8,472 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 81,423 | 8,248 | 1.09% | 1.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 80,436 | 8,148 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 76,988 | 7,799 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 71,012 | 7,194 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 66,517 | 6,739 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 64,172 | 6,489 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MAYPORT, LLC | History | No change | 63,855 | 6,469 | 1.0% | 1.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 62,184 | 6,299 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 61,563 | 6,236 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RW Investment Management LLC | History | No change | 61,269 | 6,207 | 0.54% | 0.54% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 61,227 | 6,202 | 0.71% | 0.71% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GenTrust, LLC | History | No change | 58,684 | 5,945 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 53,210 | 5,390 | 0.53% | 0.53% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 51,760 | 5,243 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 51,351 | 5,202 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 51,216 | 5,188 | 0.66% | 0.66% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | No change | 51,071 | 5,173 | 0.96% | 0.96% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 45,299 | 4,589 | 1.74% | 1.74% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 43,681 | 4,425 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dakota Wealth Management | History | No change | 41,779 | 4,232 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 40,760 | 4,129 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanchez Levi Garrett | History | No change | 40,227 | 4,075 | 2.21% | 2.21% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 39,496 | 4,001 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 38,035 | 3,853 | 0.36% | 0.36% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 35,688 | 3,615 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 34,648 | 3,510 | 0.95% | 0.95% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Haven Private, LLC | History | No change | 34,656 | 3,510 | 1.33% | 1.33% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,423 | 3,487 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspire Private Capital, LLC | History | No change | 34,356 | 3,480 | 0.72% | 0.72% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Karpus Management, Inc. | History | No change | 34,250 | 3,469 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 33,706 | 3,414 | 0.96% | 0.96% | 56 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | No change | 33,111 | 3,354 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 31,278 | 3,168 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 30,945 | 3,135 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burton Enright Welch | History | No change | 30,543 | 3,094 | 0.36% | 0.36% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atria Investments, Inc | History | No change | 29,632 | 3,001 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Americana Partners, LLC | History | No change | 29,600 | 2,998 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evanson Financial, LLC | History | No change | 27,075 | 2,743 | 0.13% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 26,829 | 2,718 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 26,087 | 2,642 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 25,970 | 2,631 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Eaton-Cambridge Inc. | History | No change | 25,374 | 2,570 | 0.72% | 0.72% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 25,155 | 2,548 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 24,896 | 2,522 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 24,804 | 2,512 | 0.99% | 0.99% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 24,369 | 2,468 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 24,367 | 2,468 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Frankly Finances, LLC | History | No change | 23,301 | 2,360 | 1.87% | 1.87% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 22,581 | 2,287 | 0.51% | 0.51% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | No change | 22,493 | 2,278 | 2.0% | 2.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Choate Investment Advisors | History | No change | 22,386 | 2,267 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 21,901 | 2,218 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINNACLE WEALTH LLC | History | No change | 21,254 | 2,153 | 1.46% | 1.46% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,328 | 2,059 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 19,901 | 2,016 | 0.33% | 0.33% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 19,725 | 1,998 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IF Advisors, LLC | History | No change | 19,400 | 1,965 | 1.29% | 1.29% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 18,639 | 1,893 | 0.59% | 0.59% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunesis Advisors, LLC | History | No change | 18,511 | 1,875 | 0.78% | 0.78% | 84 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Diversified Portfolios, Inc. | History | No change | 18,422 | 1,866 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MB Generational Wealth, LLC | History | No change | 18,380 | 1,862 | 0.91% | 0.91% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 18,289 | 1,852 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HB Wealth Management, LLC | History | No change | 18,250 | 1,848 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 17,687 | 1,791 | 0.22% | 0.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 17,504 | 1,773 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Single Point Partners, LLC | History | No change | 17,369 | 1,759 | 0.31% | 0.31% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,292 | 1,751 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 16,786 | 1,700 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 16,146 | 1,635 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,449 | 1,565 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 15,363 | 1,556 | 0.68% | 0.68% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,724 | 1,491 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 14,348 | 1,453 | 0.62% | 0.62% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GEN Financial Management, INC. | History | No change | 14,332 | 1,451 | 0.87% | 0.87% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,042 | 1,422 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 13,472 | 1,364 | 0.48% | 0.48% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | No change | 13,293 | 1,346 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| URS Advisory LLC | History | No change | 13,213 | 1,338 | 0.74% | 0.74% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 12,872 | 1,304 | 0.93% | 0.93% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 12,835 | 1,300 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tribridge Partners Financial LLC | History | No change | 12,856 | 1,293 | 0.51% | 0.51% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 12,346 | 1,250 | 0.72% | 0.72% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 12,330 | 1,249 | 0.36% | 0.36% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 12,072 | 1,223 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,011 | 1,216 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,956 | 1,211 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,888 | 1,204 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alhambra Investment Management LLC | History | No change | 11,700 | 1,185 | 0.52% | 0.52% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,908 | 1,105 | 0.51% | 0.51% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 10,886 | 1,102 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 10,790 | 1,093 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,765 | 1,091 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 10,715 | 1,085 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,175 | 1,030 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Center, Inc. | History | No change | 10,169 | 1,030 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Congress Park Capital LLC | History | No change | 10,000 | 1,013 | 0.27% | 0.27% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BURNEY CO/ | History | No change | 9,759 | 988 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,540 | 967 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 9,438 | 956 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,407 | 953 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 9,389 | 951 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zhang Financial LLC | History | No change | 9,365 | 948 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rothschild Wealth LLC | History | No change | 9,357 | 947 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 9,315 | 943 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wedmont Private Capital | History | No change | 9,102 | 920 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CVA Family Office, LLC | History | No change | 8,955 | 907 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 8,902 | 901 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Three Arch Wealth Management LLC | History | No change | 8,769 | 888 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 8,722 | 883 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 8,384 | 849 | 0.49% | 0.49% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 8,239 | 834 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 8,221 | 830 | 0.47% | 0.47% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| L2 Asset Management, LLC | History | No change | 8,167 | 827 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,137 | 824 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,965 | 806 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HEADINVEST, LLC | History | No change | 7,934 | 803 | 0.15% | 0.15% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 7,913 | 801 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Thrive Wealth Management, LLC | History | No change | 7,493 | 759 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roan Capital Partners | History | No change | 7,332 | 742 | 0.62% | 0.62% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WealthSpring Partners, LLC | History | No change | 7,215 | 730 | 0.63% | 0.63% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 7,062 | 715 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 7,013 | 710 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manuka Financial, LLC | History | No change | 7,018 | 710 | 0.37% | 0.37% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,969 | 706 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EnRich Financial Partners LLC | History | No change | 6,826 | 691 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 6,810 | 689 | 0.24% | 0.24% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,783 | 687 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bridgewater Advisors Inc. | History | No change | 6,797 | 682 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 6,719 | 681 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RCS Financial Planning, LLC | History | No change | 6,656 | 674 | 0.32% | 0.32% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 6,644 | 673 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valley Financial Group, Inc. | History | No change | 6,525 | 661 | 0.33% | 0.33% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 6,313 | 639 | 0.24% | 0.24% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,261 | 634 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,194 | 627 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R2 Capital Strategies, LLC | History | No change | 6,155 | 623 | 0.28% | 0.28% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 5,983 | 606 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,937 | 601 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,913 | 599 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 5,922 | 599 | 0.48% | 0.48% | 165 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,908 | 598 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Symmetry Partners, LLC | History | No change | 5,725 | 580 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 5,635 | 570 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 5,618 | 569 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,479 | 553 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schiavi & Co LLC | History | No change | 5,468 | 553 | 0.15% | 0.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | No change | 5,450 | 552 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TAGStone Capital, Inc. | History | No change | 5,443 | 551 | 0.18% | 0.18% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Donalies Financial Planning, LLC | History | No change | 5,439 | 551 | 0.41% | 0.41% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,435 | 550 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Montis Financial, LLC | History | No change | 5,314 | 538 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,297 | 536 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Stone Summit Wealth LLC | History | No change | 5,276 | 534 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 5,272 | 534 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,214 | 528 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 5,183 | 525 | 0.16% | 0.16% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 5,079 | 514 | 0.16% | 0.16% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | No change | 5,007 | 507 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Piscataqua Savings Bank | History | No change | 5,000 | 506 | 0.34% | 0.34% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Composition Wealth, LLC | History | No change | 4,946 | 501 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 4,898 | 496 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,784 | 484 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 4,677 | 473 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,561 | 462 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Slow Capital, Inc. | History | No change | 4,472 | 453 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,371 | 442 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 4,344 | 440 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,330 | 438 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,309 | 436 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XML Financial, LLC | History | No change | 4,266 | 432 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,215 | 427 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Directional Asset Management | History | No change | 4,223 | 427 | 0.36% | 0.36% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 4,143 | 419 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 4,230 | 417 | 0.01% | 0.01% | 199 | -89 | -2.06% | Q3 2026 | Oct 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 4,049 | 410 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 3,784 | 382 | 0.32% | 0.32% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Plan, Inc. | History | No change | 3,778 | 382 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 3,761 | 381 | 0.14% | 0.14% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 3,704 | 375 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,680 | 372 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,678 | 372 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 3,667 | 371 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 3,656 | 370 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 3,672 | 362 | 0.17% | 0.19% | 209 | -400 | -9.82% | Q3 2026 | Oct 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,550 | 359 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,549 | 359 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compass Advisory Group LLC | History | No change | 3,471 | 351 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 3,460 | 350 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 3,429 | 347 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,370 | 340 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 3,405 | 335 | 0.1% | 0.11% | 216 | -92 | -2.63% | Q3 2026 | Oct 07, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 3,227 | 326 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Garner Asset Management Corp | History | No change | 3,200 | 324 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,172 | 321 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,135 | 317 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,050 | 308 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | No change | 3,019 | 305 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 3,006 | 304 | 0.21% | 0.21% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,000 | 303 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 2,984 | 302 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,980 | 293 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 2,662 | 269 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 2,645 | 266 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 2,560 | 259 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,533 | 256 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | No change | 2,509 | 254 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Argent Trust Co | History | No change | 2,500 | 253 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 2,500 | 253 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 2,474 | 250 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verum Partners LLC | History | No change | 2,472 | 250 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Star Investment Management Corp. | History | No change | 2,460 | 249 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,450 | 248 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 2,442 | 247 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 2,439 | 247 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | No change | 2,425 | 245 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,410 | 244 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 2,400 | 243 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2,393 | 242 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,377 | 240 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 2,368 | 239 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,347 | 237 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,325 | 235 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,295 | 232 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Level Financial Advisors | History | No change | 2,292 | 232 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,250 | 228 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,249 | 227 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequent Planning LLC | History | No change | 2,241 | 227 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassilly Financial Group LLC | History | New | 2,296 | 226 | 0.15% | — | 253 | +2,296 | New | Q3 2026 | Oct 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,226 | 225 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 2,213 | 224 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 2,104 | 213 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | No change | 2,093 | 212 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,080 | 210 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 2,036 | 206 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,032 | 205 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,017 | 204 | 0.37% | 0.37% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,012 | 203 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,000 | 202 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Life Planning Partners, Inc | History | No change | 2,000 | 202 | 0.15% | 0.15% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,975 | 200 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,976 | 200 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,970 | 194 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 1,868 | 189 | 0.16% | 0.16% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Graney & King, LLC | History | No change | 1,786 | 177 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,500 | 151 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | No change | 1,490 | 150 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,472 | 149 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FMR LLC | History | No change | 1,451 | 146 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 1,475 | 145 | 0.01% | 0.01% | 274 | +207 | 16.32% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,250 | 126 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,152 | 116 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,101 | 111 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlatl Advisers LLC | History | No change | 887 | 89 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | No change | 850 | 86 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 800 | 81 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 780 | 79 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 700 | 70 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 595 | 60 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 543 | 55 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Planning Strategies Inc. | History | No change | 548 | 54 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Gould Capital, LLC | History | No change | 500 | 50 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 377 | 38 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 30 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEPC LLC | History | No change | 261 | 26 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 261 | 26 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 191 | 19 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 167 | 16 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | No change | 152 | 15 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 49 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 31 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 05, 2026 |