VANGUARD INDEX FUNDS - VTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | History | No change | 49,708,819 | 18,249,101 | 52.68% | 52.68% | 1 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 38,839,412 | 14,372,136 | 6.7% | 6.7% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 29,389,176 | 10,875,169 | 37.0% | 37.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 23,945,511 | 8,860,797 | 14.99% | 14.99% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 18,297,773 | 6,770,907 | 13.01% | 13.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 14,876,622 | 5,504,946 | 0.29% | 0.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,540,049 | 5,380,399 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 10,308,028 | 3,814,382 | 0.86% | 0.86% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,674,144 | 3,579,820 | 0.42% | 0.42% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 8,759,071 | 3,089,724 | 17.32% | 17.32% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 6,883,739 | 2,547,258 | 10.81% | 10.81% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,136,001 | 2,270,566 | 0.54% | 0.54% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | No change | 6,075,603 | 2,248,216 | 1.31% | 1.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,635,464 | 2,085,347 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Narodna banka Slovenska | History | No change | 5,605,604 | 2,068,692 | 59.26% | 59.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ballentine Partners, LLC | History | No change | 5,455,709 | 2,018,830 | 24.67% | 24.67% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,063,337 | 1,873,637 | 31.29% | 31.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 5,369,114 | 1,859,539 | 5.46% | 5.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,496,972 | 1,650,928 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 4,458,908 | 1,649,974 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,831,169 | 1,417,685 | 7.06% | 7.06% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,663,005 | 1,355,458 | 5.73% | 5.73% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 3,511,558 | 1,299,416 | 1.18% | 1.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,108,544 | 1,150,285 | 0.31% | 0.31% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,959,929 | 1,095,291 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,954,760 | 1,093,379 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,839,392 | 1,050,994 | 1.24% | 1.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,708,987 | 1,002,433 | 1.03% | 1.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,686,800 | 994,223 | 6.5% | 6.5% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 2,568,469 | 950,436 | 8.98% | 8.98% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | No change | 2,446,454 | 905,285 | 12.97% | 12.97% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,316,100 | 857,049 | 0.42% | 0.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 2,250,580 | 832,804 | 0.81% | 0.81% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 2,416,651 | 828,029 | 1.0% | 1.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,171,772 | 803,643 | 1.86% | 1.86% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | No change | 2,157,852 | 798,491 | 1.24% | 1.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 2,123,450 | 779,560 | 25.63% | 25.63% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 2,032,602 | 752,145 | 0.82% | 0.82% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,988,356 | 735,431 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,920,318 | 710,594 | 0.89% | 0.89% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 1,874,723 | 693,723 | 0.96% | 0.96% | 41 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mariner, LLC | History | No change | 1,822,272 | 674,275 | 0.71% | 0.71% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,800,000 | 666,072 | 2.27% | 2.27% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,778,086 | 657,963 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 1,752,517 | 648,501 | 7.11% | 7.11% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,689,593 | 625,217 | 9.33% | 9.33% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 1,678,930 | 621,271 | 8.97% | 8.97% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,601,947 | 592,784 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,539,700 | 569,532 | 0.7% | 0.7% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,527,733 | 565,322 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,514,680 | 560,492 | 1.67% | 1.67% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,467,704 | 543,109 | 31.49% | 31.49% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foster Group, Inc. | History | No change | 1,414,063 | 523,259 | 13.91% | 13.91% | 53 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,378,311 | 510,030 | 1.22% | 1.22% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 1,352,828 | 500,600 | 27.28% | 27.28% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,330,222 | 492,235 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,301,970 | 481,781 | 0.83% | 0.83% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,299,198 | 480,755 | 2.65% | 2.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 1,297,507 | 480,129 | 30.0% | 30.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plancorp, LLC | History | No change | 1,194,717 | 441,782 | 10.78% | 10.78% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BlackRock, Inc. | History | No change | 1,190,852 | 440,662 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 1,183,594 | 437,977 | 1.65% | 1.65% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm Partners Management LLC | History | No change | 1,166,423 | 431,623 | 15.49% | 15.49% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 1,155,248 | 427,487 | 1.96% | 1.96% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | No change | 1,152,531 | 426,482 | 0.51% | 0.51% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,150,345 | 425,674 | 0.65% | 0.65% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truepoint, Inc. | History | No change | 1,147,607 | 424,660 | 8.86% | 8.86% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 1,140,030 | 421,856 | 36.89% | 36.89% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| West Virginia University Foundation, Inc | History | No change | 1,114,202 | 412,299 | 33.68% | 33.68% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,116,824 | 404,884 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sageworth Trust Co | History | No change | 1,089,282 | 403,078 | 15.88% | 15.88% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,064,003 | 393,723 | 3.82% | 3.82% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symetra Investment Management Co | History | No change | 1,056,900 | 391,095 | 34.18% | 34.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 1,045,000 | 386,691 | 3.76% | 3.76% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 1,036,575 | 383,574 | 36.4% | 36.4% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,033,118 | 382,295 | 1.76% | 1.76% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 1,010,063 | 370,834 | 32.58% | 32.58% | 77 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 989,592 | 366,188 | 1.7% | 1.7% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 988,799 | 365,895 | 17.82% | 17.82% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 980,579 | 362,853 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 954,429 | 353,176 | 0.49% | 0.49% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 929,387 | 343,910 | 1.0% | 1.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 913,243 | 337,936 | 1.22% | 1.22% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 886,893 | 328,144 | 6.29% | 6.29% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gibson Capital, LLC | History | No change | 844,461 | 312,484 | 51.27% | 51.27% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 821,182 | 303,870 | 0.46% | 0.46% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 820,003 | 303,434 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 817,971 | 302,681 | 7.75% | 7.75% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 806,052 | 298,271 | 2.8% | 2.8% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 803,352 | 297,272 | 0.36% | 0.36% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 794,853 | 294,127 | 22.81% | 22.81% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 788,400 | 291,739 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 785,489 | 290,662 | 5.58% | 5.58% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verus Financial Partners, Inc. | History | No change | 784,245 | 290,202 | 24.83% | 24.83% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hardy Reed LLC | History | No change | 782,023 | 289,379 | 18.58% | 18.58% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cabot-Wellington, LLC | History | No change | 771,402 | 285,449 | 75.21% | 75.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 762,716 | 282,235 | 14.3% | 14.3% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 758,657 | 280,733 | 18.78% | 18.78% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 755,897 | 279,712 | 0.9% | 0.9% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 750,859 | 277,851 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 743,141 | 274,672 | 3.88% | 3.88% | 101 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Obermeyer Wealth Partners | History | No change | 723,980 | 267,901 | 10.96% | 10.96% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 747,965 | 265,304 | 0.44% | 0.44% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REBALANCE, LLC | History | No change | 703,210 | 260,215 | 13.64% | 13.64% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trilogy Capital Inc. | History | No change | 691,187 | 255,766 | 9.93% | 9.93% | 105 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 685,831 | 253,784 | 0.87% | 0.87% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 681,516 | 252,188 | 0.22% | 0.22% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 667,332 | 247,186 | 35.86% | 35.86% | 108 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 659,346 | 243,984 | 2.73% | 2.73% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOKE WEALTH, LLC | History | No change | 651 | 240,896 | 15.48% | 15.48% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 646,444 | 239,210 | 20.35% | 20.35% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 646,111 | 239,086 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 631,071 | 233,521 | 1.79% | 1.79% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 619,030 | 229,065 | 12.98% | 12.98% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 616,844 | 228,256 | 1.93% | 1.93% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investure, LLC | History | No change | 602,613 | 222,990 | 13.93% | 13.93% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 599,991 | 222,020 | 1.29% | 1.29% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rainwater Charitable Foundation | History | No change | 598,094 | 221,318 | 73.75% | 73.75% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Constellation Investments, Inc. | History | No change | 587,923 | 217,555 | 6.83% | 6.83% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AGF MANAGEMENT LTD | History | No change | 587,282 | 217,276 | 0.84% | 0.84% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 581,799 | 216,830 | 5.95% | 5.95% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sendero Wealth Management, LLC | History | No change | 581,408 | 215,144 | 21.42% | 21.42% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 576,645 | 213,381 | 4.85% | 4.85% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allen Investment Management, LLC | History | No change | 565,944 | 209,421 | 2.49% | 2.49% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 558,463 | 206,653 | 0.34% | 0.34% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Briaud Financial Planning Inc | History | No change | 556,358 | 205,865 | 54.14% | 54.14% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 550,435 | 203,682 | 33.77% | 33.77% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Zhang Financial LLC | History | No change | 550,162 | 203,581 | 5.94% | 5.94% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHAI TRUST CO LLC | History | No change | 544,714 | 201,565 | 13.86% | 13.86% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 534,699 | 197,859 | 5.73% | 5.73% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 530,893 | 196,451 | 7.3% | 7.3% | 131 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 529,078 | 195,779 | 0.4% | 0.4% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 528,525 | 195,575 | 0.51% | 0.51% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 528,434 | 195,541 | 1.45% | 1.45% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Ion Advisors, LLC | History | No change | 516,287 | 191,047 | 16.47% | 16.47% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 515,480 | 190,748 | 0.84% | 0.84% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 506,930 | 187,584 | 23.95% | 23.95% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 504,889 | 186,829 | 0.89% | 0.89% | 138 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 502,084 | 185,791 | 2.27% | 2.27% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlTi Global, Inc. | History | No change | 494,367 | 183,081 | 3.78% | 3.78% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 481,241 | 178,078 | 5.25% | 5.25% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 481,191 | 178,060 | 5.86% | 5.86% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 471,133 | 174,338 | 9.65% | 9.65% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversified Portfolios, Inc. | History | No change | 462,767 | 171,242 | 12.42% | 12.42% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALPS ADVISORS INC | History | No change | 462,607 | 171,183 | 0.8% | 0.8% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 461,612 | 170,814 | 1.13% | 1.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RW Investment Management LLC | History | No change | 460,902 | 170,552 | 14.97% | 14.97% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 457,869 | 169,429 | 33.25% | 33.25% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 452,490 | 167,439 | 18.1% | 18.1% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 443,162 | 165,848 | 52.58% | 53.31% | 150 | -6,413 | -1.43% | Q3 2026 | Oct 02, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 443,581 | 164,142 | 12.73% | 12.73% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 437,860 | 162,026 | 0.44% | 0.44% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 432,445 | 160,021 | 9.84% | 9.84% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gleason Group, Inc. | History | No change | 431,824 | 159,792 | 13.95% | 13.95% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 430,729 | 159,642 | 0.19% | 0.19% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 209,279 | 156,283 | 25.48% | 25.48% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 420,754 | 155,695 | 0.46% | 0.46% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 417,676 | 154,556 | 17.89% | 17.89% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden Reserve Retirement LLC | History | No change | 410,464 | 151,888 | 23.92% | 23.92% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 408,802 | 151,273 | 0.84% | 0.84% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 398,442 | 147,439 | 2.8% | 2.8% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 396,816 | 146,837 | 0.88% | 0.88% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUB Investment Partners, LLC | History | No change | 396,671 | 146,784 | 2.64% | 2.64% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 391,737 | 144,958 | 33.11% | 33.11% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 387,389 | 143,349 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avalon Advisory Group | History | No change | 385,356 | 142,597 | 52.66% | 52.66% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BIP Wealth, LLC | History | No change | 380,548 | 140,818 | 4.0% | 4.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewSquare Capital LLC | History | No change | 379,249 | 140,337 | 10.38% | 10.38% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 378,423 | 140,031 | 1.53% | 1.53% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 370,029 | 136,925 | 0.6% | 0.6% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | No change | 369,801 | 136,840 | 3.99% | 3.99% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 361,842 | 133,896 | 13.87% | 13.87% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 360,681 | 133,466 | 32.99% | 32.99% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 357,872 | 132,427 | 1.25% | 1.25% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 352,010 | 130,257 | 0.23% | 0.23% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 349,601 | 129,366 | 1.54% | 1.54% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 349,207 | 129,220 | 7.72% | 7.72% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | No change | 345,764 | 127,946 | 51.46% | 51.46% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LHM, INC. | History | No change | 339,336 | 125,567 | 42.84% | 42.84% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 338,170 | 125,136 | 3.94% | 3.94% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bell Bank | History | No change | 338,086 | 125,105 | 4.77% | 4.77% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Busey Bank | History | No change | 336,136 | 124,383 | 3.02% | 3.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stash Investments, LLC | History | No change | 333,819 | 123,526 | 39.82% | 39.82% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 333,669 | 123,470 | 22.46% | 22.46% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 326,788 | 120,924 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 326,748 | 120,909 | 6.27% | 6.27% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kinsale Capital Group, Inc. | History | No change | 326,312 | 120,748 | 16.01% | 16.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 324,521 | 120,085 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 325,363 | 119,798 | 24.36% | 24.36% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 323,560 | 119,730 | 0.22% | 0.22% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 366,069 | 117,438 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, LP | History | No change | 317,307 | 117,416 | 11.9% | 11.9% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Omnia Family Wealth, LLC | History | No change | 315,802 | 116,859 | 31.32% | 31.32% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAM Advisors, LLC | History | No change | 315,641 | 116,799 | 31.88% | 31.88% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 314,243 | 116,282 | 0.69% | 0.69% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Capital Management, LLC | History | No change | 311,472 | 116,000 | 36.27% | 36.27% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Yarbrough Capital, LLC | History | No change | 310,912 | 115,049 | 3.44% | 3.44% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 307,840 | 113,912 | 1.34% | 1.34% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 307,189 | 113,672 | 2.06% | 2.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cliffwater LLC | History | No change | 307,085 | 113,633 | 28.29% | 28.29% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 306,490 | 113,413 | 0.99% | 0.99% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF HAWAII | History | No change | 304,458 | 112,661 | 5.56% | 5.56% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 300,858 | 111,308 | 0.46% | 0.46% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 298,954 | 110,624 | 0.42% | 0.42% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Evaluation Group, LLC | History | No change | 296,485 | 109,711 | 2.96% | 2.96% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Luminvest Wealth Management LLC | History | No change | 296,405 | 109,363 | 25.41% | 25.41% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRIGHTON JONES LLC | History | No change | 295,175 | 109,226 | 2.03% | 2.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 291,592 | 107,901 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 290,722 | 107,578 | 0.66% | 0.66% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 290,150 | 107,366 | 0.91% | 0.91% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 287,863 | 106,520 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 286,619 | 106,060 | 27.75% | 27.75% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 284,920 | 105,431 | 6.31% | 6.31% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMG National Trust Bank | History | No change | 283,126 | 104,767 | 2.15% | 2.15% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 281,754 | 103,478 | 2.92% | 2.92% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 277,167 | 102,563 | 0.2% | 0.2% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GP Brinson Investments LLC | History | Reduced | 273,583 | 102,385 | 43.73% | 41.67% | 217 | -2,260 | -0.82% | Q3 2026 | Oct 01, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 274,915 | 101,729 | 72.82% | 72.82% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GSG Advisors LLC | History | No change | 274,889 | 101,720 | 22.39% | 22.39% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 270,908 | 100,246 | 18.65% | 18.65% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 269,521 | 99,733 | 8.02% | 8.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sunesis Advisors, LLC | History | No change | 263,225 | 97,403 | 40.27% | 40.27% | 222 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Circle Wealth Management, LLC | History | No change | 260,552 | 96,414 | 1.21% | 1.21% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 260,219 | 96,291 | 2.59% | 2.59% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 258,950 | 95,822 | 20.92% | 20.92% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bridgewater Advisors Inc. | History | No change | 255,661 | 95,576 | 5.21% | 5.21% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 257,670 | 95,348 | 1.8% | 1.8% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Garde Capital, Inc. | History | No change | 257,161 | 95,159 | 4.26% | 4.26% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Capital Management LLC | History | No change | 254,520 | 94,182 | 7.7% | 7.7% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 252,521 | 93,442 | 11.42% | 11.42% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shade Tree Advisors LLC | History | No change | 252,227 | 93,334 | 54.36% | 54.36% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Operose Advisors LLC | History | No change | 246,202 | 91,105 | 17.61% | 17.61% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 246,181 | 91,096 | 16.87% | 16.87% | 233 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 246,024 | 91,038 | 0.62% | 0.62% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Asset Advisors, LLC | History | No change | 245,018 | 90,666 | 23.62% | 23.62% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ellevest, Inc. | History | No change | 643,347 | 90,128 | 10.63% | 10.63% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northstar Group, Inc. | History | No change | 242,961 | 89,905 | 11.57% | 11.57% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hassell Wealth Management, LLC | History | No change | 243,871 | 89,805 | 27.55% | 27.55% | 238 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atria Investments, Inc | History | No change | 242,650 | 89,790 | 0.9% | 0.9% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 241,262 | 89,275 | 11.25% | 11.25% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Haverford Trust Co | History | No change | 239,434 | 88,600 | 0.76% | 0.76% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affiance Financial, LLC | History | No change | 237,334 | 87,823 | 12.63% | 12.63% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 230,371 | 85,246 | 0.86% | 0.86% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GuidedMoney, LLC | History | No change | 228,524 | 84,563 | 39.14% | 39.14% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nadler Financial Group, Inc. | History | No change | 228,450 | 84,535 | 7.17% | 7.17% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 228,134 | 84,418 | 1.88% | 1.88% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 227,412 | 84,151 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 226,308 | 83,743 | 1.77% | 1.77% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 224,961 | 83,244 | 0.7% | 0.7% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abacus Planning Group, Inc. | History | No change | 223,439 | 82,681 | 10.22% | 10.22% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 221,264 | 81,876 | 0.93% | 0.93% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 220,854 | 81,724 | 8.32% | 8.32% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBRA WEALTH LLC | History | No change | 220,794 | 81,702 | 20.88% | 20.88% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 220,768 | 81,692 | 0.42% | 0.42% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 218,064 | 80,692 | 8.37% | 8.37% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hirtle & Co., LLC | History | No change | 216,487 | 80,108 | 2.63% | 2.63% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 214,927 | 79,532 | 0.5% | 0.5% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 211,886 | 78,406 | 18.65% | 18.65% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WBH ADVISORY INC | History | No change | 210,936 | 78,054 | 5.24% | 5.24% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Obsido Oy | History | No change | 210,709 | 77,970 | 41.69% | 41.69% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 210,467 | 77,877 | 0.85% | 0.85% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 209,161 | 77,398 | 25.22% | 25.22% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWE & RUSLING INC | History | No change | 208,470 | 77,142 | 4.47% | 4.47% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Bank & Trust | History | No change | 208,332 | 77,091 | 11.34% | 11.34% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evensky & Katz LLC | History | No change | 207,968 | 76,956 | 3.97% | 3.97% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tanager Wealth Management LLP | History | No change | 206,445 | 76,392 | 6.65% | 6.65% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REAP Financial Group, LLC | History | No change | 202,074 | 74,775 | 12.77% | 12.77% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 201,909 | 74,714 | 0.35% | 0.35% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 201,578 | 74,591 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cedar Wealth Management, LLC | History | No change | 200,645 | 74,246 | 19.09% | 19.09% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | No change | 195,998 | 72,527 | 6.13% | 6.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BAILARD, INC. | History | No change | 195,704 | 72,418 | 1.47% | 1.47% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Unconventional Investor, LLC | History | No change | 195,196 | 72,230 | 29.88% | 29.88% | 273 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Winthrop Advisory Group LLC | History | No change | 194,227 | 71,871 | 4.84% | 4.84% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manske Wealth Management | History | No change | 190,946 | 70,657 | 17.55% | 17.55% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 190,878 | 70,632 | 0.16% | 0.16% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 190,730 | 70,577 | 0.93% | 0.93% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 189,875 | 70,261 | 4.56% | 4.56% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWF LLC | History | No change | 188,907 | 69,903 | 4.68% | 4.68% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 188,858 | 69,885 | 0.79% | 0.79% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Choate Investment Advisors | History | No change | 187,376 | 69,336 | 1.22% | 1.22% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 186,460 | 68,997 | 4.11% | 4.11% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 186,279 | 68,930 | 2.71% | 2.71% | 283 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Level Wealth Management LLC | History | No change | 186,228 | 68,911 | 27.6% | 27.6% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 185,669 | 68,704 | 0.45% | 0.45% | 285 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HANOVER ADVISORS INC | History | No change | 182,764 | 67,629 | 24.36% | 24.36% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Procyon Advisors, LLC | History | No change | 181,555 | 67,182 | 2.9% | 2.9% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Magnolia Wealth Management, LLC | History | No change | 181,284 | 67,082 | 35.11% | 35.11% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 180,147 | 66,661 | 11.54% | 11.54% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kearns & Associates LLC | History | No change | 176,416 | 65,280 | 30.48% | 30.48% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 175,649 | 64,997 | 4.17% | 4.17% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everhart Financial Group, Inc. | History | No change | 174,721 | 64,653 | 4.14% | 4.14% | 292 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 174,641 | 64,623 | 0.62% | 0.62% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BostonPremier Wealth LLC | History | No change | 174,496 | 64,570 | 27.42% | 27.42% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Order of Foresters | History | No change | 173,815 | 64,318 | 62.64% | 62.64% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wrenne Financial Planning LLC | History | No change | 173,215 | 64,096 | 21.65% | 21.65% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenline Partners, LLC | History | No change | 173,125 | 64,063 | 6.52% | 6.52% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 173,056 | 64,037 | 0.68% | 0.68% | 298 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Battery Global Advisors, LLC | History | No change | 170,698 | 63,165 | 31.61% | 31.61% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 169,447 | 62,702 | 18.25% | 18.25% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |