VANGUARD INDEX FUNDS - VUG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 334,520,544 | 28,815,599 | 1.86% | 1.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 219,112,994 | 18,137,223 | 7.26% | 7.26% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 89,529,557 | 7,712,076 | 0.41% | 0.41% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 58,557,269 | 5,043,715 | 1.19% | 1.19% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 38,876,521 | 3,348,823 | 5.95% | 5.95% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 36,061,562 | 3,106,342 | 0.4% | 0.4% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 33,367,717 | 2,874,295 | 0.65% | 0.65% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,191,295 | 2,256,118 | 0.37% | 0.37% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 23,707,792 | 2,044,380 | 0.41% | 0.41% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,330,170 | 2,009,660 | 7.68% | 7.68% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 21,881,000 | 1,884,825 | 0.51% | 0.51% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 20,430,648 | 1,759,896 | 6.06% | 6.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,758,373 | 1,357,426 | 3.95% | 3.95% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 15,218,429 | 1,310,915 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 15,202,294 | 1,309,525 | 11.42% | 11.42% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,891,669 | 1,263,052 | 0.42% | 0.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 14,652,011 | 1,262,124 | 1.15% | 1.15% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,743,482 | 1,183,863 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,625,687 | 1,173,716 | 0.58% | 0.58% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 13,463,288 | 1,159,727 | 11.11% | 11.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,692,264 | 992,088 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 11,171,893 | 962,340 | 1.01% | 1.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 10,927,884 | 941,327 | 5.2% | 5.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,888,180 | 937,907 | 0.5% | 0.5% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,634,944 | 916,094 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 9,627,196 | 829,286 | 0.8% | 0.8% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 9,146,871 | 787,911 | 0.99% | 0.99% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,977,301 | 773,305 | 0.68% | 0.68% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,638,955 | 744,159 | 5.51% | 5.51% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,516,080 | 733,573 | 1.12% | 1.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,959,331 | 685,716 | 0.81% | 0.81% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 7,690,071 | 662,422 | 7.07% | 7.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Performance Wealth Partners, LLC | History | No change | 7,621,304 | 656,499 | 16.3% | 16.3% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,536,277 | 649,174 | 7.94% | 7.94% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 7,250,283 | 624,539 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,101,778 | 611,747 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 6,789,918 | 584,883 | 4.38% | 4.38% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 6,713,568 | 578,306 | 0.8% | 0.8% | 38 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,330,358 | 545,297 | 0.65% | 0.65% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 6,247,469 | 538,262 | 5.91% | 5.91% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,553,529 | 478,381 | 8.61% | 8.61% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 5,261,607 | 453,318 | 0.55% | 0.55% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 4,950,558 | 426,441 | 2.6% | 2.6% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 4,770,796 | 410,956 | 2.38% | 2.38% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,642,430 | 399,898 | 0.82% | 0.82% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 904,105 | 394,903 | 14.44% | 14.44% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,507,151 | 388,250 | 0.32% | 0.32% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,488,264 | 386,619 | 1.79% | 1.79% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,415,332 | 380,336 | 2.09% | 2.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,384,499 | 377,680 | 13.08% | 13.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 4,244,024 | 365,580 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 4,221,531 | 363,643 | 0.41% | 0.41% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4,180,396 | 360,099 | 3.55% | 3.55% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 4,071,643 | 350,731 | 8.98% | 8.98% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,032,317 | 347,343 | 0.48% | 0.48% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,806,366 | 327,880 | 1.06% | 1.06% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,787,752 | 326,276 | 1.51% | 1.51% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,704,579 | 319,112 | 0.74% | 0.74% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,676,126 | 316,661 | 0.49% | 0.49% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Bank | History | No change | 3,599,467 | 310,058 | 11.83% | 11.83% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 3,519,123 | 303,137 | 2.01% | 2.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 3,499,308 | 301,430 | 0.52% | 0.52% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,440,932 | 296,401 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 3,327,139 | 286,633 | 20.44% | 20.44% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,261,088 | 281,431 | 1.55% | 1.55% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,974,350 | 258,998 | 0.43% | 0.43% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, LLC | History | No change | 2,759,568 | 237,605 | 6.25% | 6.25% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savant Capital, LLC | History | No change | 1,888,047 | 232,312 | 0.68% | 0.68% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garde Capital, Inc. | History | No change | 2,670,986 | 230,078 | 10.31% | 10.31% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 2,655,293 | 228,726 | 2.29% | 2.29% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,648,650 | 228,154 | 2.86% | 2.86% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 2,576,840 | 221,968 | 11.92% | 11.92% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,542,101 | 218,976 | 1.31% | 1.31% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,524,114 | 217,427 | 11.87% | 11.87% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 2,460,865 | 211,978 | 11.98% | 11.98% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Truepoint, Inc. | History | No change | 2,445,104 | 210,621 | 4.4% | 4.4% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,441,322 | 210,295 | 0.63% | 0.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 2,251,293 | 193,926 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,187,134 | 188,399 | 0.94% | 0.94% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,181,783 | 187,938 | 1.44% | 1.44% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 2,173,600 | 187,272 | 12.56% | 12.56% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 2,160,364 | 186,053 | 0.76% | 0.76% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,136,784 | 184,062 | 9.44% | 9.44% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Japan Science & Technology Agency | History | No change | 2,105,718 | 181,386 | 3.43% | 3.43% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Everhart Financial Group, Inc. | History | No change | 2,069,696 | 178,283 | 11.41% | 11.41% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Management, Inc. | History | No change | 1,994,250 | 171,784 | 24.71% | 24.71% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 1,993,744 | 171,741 | 29.68% | 29.68% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Betterment LLC | History | No change | 1,953,898 | 168,309 | 0.28% | 0.28% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF HAWAII | History | No change | 1,940,390 | 167,145 | 8.24% | 8.24% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,928,693 | 166,137 | 6.71% | 6.71% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,860,072 | 160,226 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,836,631 | 158,207 | 0.26% | 0.26% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RMR Wealth Builders | History | No change | 1,816,708 | 156,491 | 9.72% | 9.72% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 1,813,507 | 156,215 | 1.71% | 1.71% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,749,120 | 150,669 | 1.79% | 1.79% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,659,535 | 142,952 | 3.84% | 3.84% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 1,649,735 | 142,108 | 12.71% | 12.71% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,643,894 | 140,627 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,595,899 | 137,470 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Members Trust Co | History | No change | 1,582,375 | 136,305 | 4.24% | 4.24% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 1,544,459 | 133,039 | 16.58% | 16.58% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,526,650 | 131,505 | 0.34% | 0.34% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 1,521,794 | 131,087 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 1,515,767 | 130,568 | 11.07% | 11.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 1,495,364 | 128,810 | 10.74% | 10.74% | 105 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 1,454,679 | 125,306 | 17.84% | 17.84% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Martel Wealth Advisors LLC | History | No change | 1,452,410 | 125,110 | 19.68% | 19.68% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,435,072 | 123,617 | 0.63% | 0.63% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,429,857 | 123,167 | 9.35% | 9.35% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 1,421,882 | 122,480 | 0.56% | 0.56% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clark Asset Management, LLC | History | No change | 1,409,521 | 121,416 | 9.53% | 9.53% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,407,673 | 121,257 | 1.28% | 1.28% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 71 West Capital Partners | History | No change | 1,407,442 | 121,237 | 4.19% | 4.19% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,404,506 | 120,984 | 1.54% | 1.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 1,382,122 | 119,056 | 1.19% | 1.19% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 1,376,479 | 118,569 | 0.82% | 0.82% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,357,500 | 116,935 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HCR Wealth Advisors | History | No change | 1,355,155 | 116,733 | 10.45% | 10.45% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,348,377 | 116,149 | 0.79% | 0.79% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,330,946 | 114,647 | 0.52% | 0.52% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 1,330,069 | 114,572 | 2.07% | 2.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,325,972 | 112,428 | 2.46% | 2.46% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Balentine LLC | History | No change | 1,296,527 | 111,682 | 3.97% | 3.97% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,292,359 | 111,323 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,282,340 | 110,460 | 3.72% | 3.72% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Day In July LLC | History | No change | 1,268,563 | 109,274 | 7.6% | 7.6% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CSM Advisors, LLC | History | No change | 1,224,556 | 105,483 | 2.25% | 2.25% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,206,562 | 103,933 | 0.44% | 0.44% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,203,016 | 103,627 | 0.37% | 0.37% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co of Tennessee | History | No change | 1,194,201 | 102,868 | 17.98% | 17.98% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,192,521 | 102,723 | 0.96% | 0.96% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 1,199,589 | 102,564 | 11.96% | 11.96% | 132 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,164,534 | 100,312 | 2.16% | 2.16% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,150,200 | 99,078 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 1,141,794 | 98,354 | 11.36% | 11.36% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crane Advisory, LLC | History | No change | 1,113,696 | 96,401 | 13.84% | 13.84% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 1,118,890 | 96,381 | 8.43% | 8.43% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 1,114,224 | 95,979 | 0.36% | 0.36% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,108,162 | 95,457 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 1,106,002 | 95,270 | 4.86% | 4.86% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,073,414 | 92,463 | 0.79% | 0.79% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,069,677 | 92,141 | 0.31% | 0.31% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,063,030 | 91,569 | 0.6% | 0.6% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,052,890 | 90,727 | 10.39% | 10.39% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,048,954 | 90,356 | 0.99% | 0.99% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,035,344 | 89,184 | 11.35% | 11.35% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Howard Capital Management, LLC | History | No change | 1,027,145 | 88,478 | 1.05% | 1.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,015,801 | 87,501 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,007,937 | 86,823 | 8.33% | 8.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 1,006,814 | 86,726 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,005,342 | 86,600 | 1.16% | 1.16% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 996,127 | 85,806 | 1.09% | 1.09% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 964,154 | 83,052 | 2.07% | 2.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 964,042 | 83,042 | 7.65% | 7.65% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 949,202 | 81,764 | 0.39% | 0.39% | 155 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 948,861 | 81,734 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 941,433 | 81,095 | 12.45% | 12.45% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 937,700 | 80,773 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Venture Visionary Partners LLC | History | No change | 929,025 | 80,026 | 2.22% | 2.22% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 932,446 | 78,120 | 1.56% | 1.56% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 899,647 | 77,495 | 0.38% | 0.38% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 896,392 | 77,215 | 4.67% | 4.67% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 895,910 | 77,173 | 0.87% | 0.87% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 880,459 | 75,842 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Edge Capital, LLC | History | No change | 879,889 | 75,793 | 9.1% | 9.1% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 875,866 | 75,447 | 0.85% | 0.85% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 874,516 | 75,330 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 871,237 | 75,048 | 1.39% | 1.39% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 870,799 | 75,010 | 3.7% | 3.7% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hirtle & Co., LLC | History | No change | 858,558 | 73,956 | 2.43% | 2.43% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 856,907 | 73,814 | 14.04% | 14.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 853,996 | 73,563 | 1.01% | 1.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnus Financial Group LLC | History | No change | 850,288 | 73,243 | 5.18% | 5.18% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 841,422 | 72,934 | 9.01% | 9.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| M&T BANK CORP | History | No change | 838,589 | 72,236 | 0.21% | 0.21% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brickley Wealth Management | History | No change | 835,687 | 71,986 | 10.34% | 10.34% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 825,945 | 71,146 | 22.06% | 22.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Permanens Capital L.P. | History | No change | 825,415 | 71,101 | 7.31% | 7.31% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Partners in Financial Planning | History | No change | 824,863 | 71,053 | 10.77% | 10.77% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 821,008 | 70,721 | 5.3% | 5.3% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 819,218 | 70,567 | 1.65% | 1.65% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 817,902 | 70,454 | 3.9% | 3.9% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 817,700 | 70,436 | 1.79% | 1.79% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 810,898 | 69,850 | 4.13% | 4.13% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Co | History | No change | 800,723 | 68,974 | 6.22% | 6.22% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 784,030 | 67,536 | 1.81% | 1.81% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nadler Financial Group, Inc. | History | No change | 783,592 | 67,498 | 5.72% | 5.72% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gleason Group, Inc. | History | No change | 777,251 | 66,952 | 5.84% | 5.84% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Trust | History | No change | 772,322 | 66,527 | 5.13% | 5.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 768,216 | 66,174 | 0.89% | 0.89% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 755,825 | 65,309 | 0.11% | 0.11% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 745,011 | 64,175 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 742,981 | 64,000 | 1.16% | 1.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 739,754 | 63,722 | 10.0% | 10.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 735,408 | 63,348 | 2.34% | 2.34% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 735,402 | 63,347 | 3.16% | 3.16% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SP Asset Management LLC | History | No change | 733,495 | 63,183 | 5.07% | 5.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Principle Wealth Partners LLC | History | No change | 732,355 | 63,085 | 3.11% | 3.11% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 728,319 | 62,737 | 3.74% | 3.74% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 727,809 | 62,693 | 2.82% | 2.82% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | No change | 725,524 | 62,496 | 2.43% | 2.43% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 708,044 | 60,979 | 13.95% | 13.95% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 703,389 | 60,589 | 1.31% | 1.31% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 700,912 | 60,376 | 29.28% | 29.28% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 679,485 | 58,530 | 7.48% | 7.48% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 666,368 | 57,400 | 11.07% | 11.07% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 658,936 | 56,760 | 0.58% | 0.58% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 650,199 | 56,008 | 6.87% | 6.87% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 652,189 | 55,762 | 3.72% | 3.72% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthfront Advisers LLC | History | No change | 637,823 | 54,942 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Analytics Partners, LLC | History | No change | 630,086 | 54,792 | 19.87% | 19.87% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 633,442 | 54,564 | 0.94% | 0.94% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Warwick Investment Management, Inc. | History | No change | 629,625 | 54,235 | 6.09% | 6.09% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 629,499 | 54,225 | 29.06% | 29.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 622,377 | 53,613 | 0.84% | 0.84% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TL Private Wealth | History | No change | 620,337 | 53,274 | 19.54% | 19.54% | 216 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Old Mission Investment Co LLC | History | No change | 615,335 | 53,004 | 11.03% | 11.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 614,209 | 52,907 | 0.83% | 0.83% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | No change | 611,057 | 52,636 | 11.03% | 11.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | No change | 610,032 | 52,548 | 2.02% | 2.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rise Advisors, LLC | History | No change | 609,959 | 52,541 | 14.79% | 14.79% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 607,777 | 52,353 | 11.8% | 11.8% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 603,992 | 52,027 | 8.29% | 8.29% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 602,395 | 51,890 | 0.24% | 0.24% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dodds Wealth, LLC | History | No change | 600,150 | 51,696 | 11.63% | 11.63% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 592,408 | 51,029 | 12.45% | 12.45% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chaney Capital Management, Inc. | History | No change | 587,146 | 50,576 | 15.9% | 15.9% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 592,078 | 50,486 | 19.79% | 19.79% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenWealth Group, Inc. | History | No change | 583,351 | 50,249 | 7.83% | 7.83% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 581,578 | 50,097 | 19.58% | 19.58% | 230 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JNBA Financial Advisors | History | No change | 581,566 | 50,096 | 3.79% | 3.79% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 580,979 | 50,045 | 4.44% | 4.44% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Certified Advisory Corp | History | No change | 580,439 | 49,996 | 4.03% | 4.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | No change | 571,575 | 49,235 | 2.48% | 2.48% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jacobsen Capital Management | History | No change | 569,155 | 49,026 | 14.34% | 14.34% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Pacific Financial | History | No change | 566,990 | 48,840 | 5.82% | 5.82% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| One Capital Management, LLC | History | No change | 111,641 | 48,763 | 1.36% | 1.36% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wolff Financial Management LLC | History | No change | 563,790 | 48,564 | 9.68% | 9.68% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 557,703 | 48,040 | 0.27% | 0.27% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 551,896 | 47,540 | 20.29% | 20.29% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 551,787 | 47,530 | 0.78% | 0.78% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Compound Planning, Inc. | History | No change | 544,731 | 46,923 | 1.22% | 1.22% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 540,084 | 46,522 | 0.67% | 0.67% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 535,081 | 46,091 | 0.7% | 0.7% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | No change | 533,784 | 45,980 | 1.34% | 1.34% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 530,376 | 45,686 | 14.07% | 14.07% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 523,090 | 45,058 | 1.3% | 1.3% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eagle Strategies LLC | History | No change | 521,516 | 44,923 | 4.46% | 4.46% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 518,759 | 44,685 | 10.74% | 10.74% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | No change | 515,743 | 44,426 | 2.22% | 2.22% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 513,362 | 44,221 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 513,656 | 43,763 | 6.17% | 6.17% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Newton One Investments LLC | History | No change | 505,882 | 43,576 | 10.97% | 10.97% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 509,868 | 43,264 | 0.29% | 0.29% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Scott Capital Advisors, LLC | History | No change | 500,282 | 43,094 | 6.75% | 6.75% | 255 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Advisory Services Network, LLC | History | No change | 493,893 | 42,544 | 0.48% | 0.48% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 491,538 | 42,341 | 2.41% | 2.41% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 484,778 | 41,754 | 4.78% | 4.78% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 484,413 | 41,727 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 479,122 | 41,271 | 0.27% | 0.27% | 260 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COMMERCE BANK | History | No change | 477,706 | 41,149 | 0.18% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 472,892 | 40,734 | 12.79% | 12.79% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 471,062 | 40,577 | 10.6% | 10.6% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McNamara Financial Services, Inc. | History | No change | 469,940 | 40,480 | 6.98% | 6.98% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marble Wealth, LLC | History | No change | 466,691 | 40,200 | 6.15% | 6.15% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 460,518 | 39,668 | 3.24% | 3.24% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 459,273 | 39,561 | 1.06% | 1.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 459,215 | 39,556 | 1.43% | 1.43% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tilson Financial Group, Inc. | History | No change | 457,942 | 39,447 | 10.85% | 10.85% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacies Wealth LLC | History | No change | 457,940 | 39,446 | 21.61% | 21.61% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 455,234 | 39,203 | 0.31% | 0.31% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 454,623 | 39,161 | 12.34% | 12.34% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pure Financial Advisors, LLC | History | No change | 453,868 | 39,096 | 0.5% | 0.5% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Investment Services, Inc. | History | No change | 451,625 | 38,902 | 8.22% | 8.22% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 447,622 | 38,558 | 4.34% | 4.34% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AIRE ADVISORS, LLC | History | No change | 447,120 | 38,514 | 6.27% | 6.27% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 447,495 | 38,430 | 0.54% | 0.54% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 445,408 | 38,367 | 3.01% | 3.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 442,641 | 38,129 | 14.01% | 14.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TritonPoint Partners, LLC | History | No change | 435,067 | 37,476 | 3.11% | 3.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 430,119 | 37,050 | 2.32% | 2.32% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 428,848 | 36,940 | 5.34% | 5.34% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Penserra Capital Management LLC | History | No change | 427,691 | 36,841 | 0.28% | 0.28% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 426,520 | 36,740 | 3.61% | 3.61% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 424,148 | 36,536 | 4.77% | 4.77% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 423,930 | 36,517 | 8.52% | 8.52% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 423,135 | 36,448 | 0.44% | 0.44% | 287 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 416,280 | 35,858 | 9.19% | 9.19% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 414,195 | 35,678 | 4.53% | 4.53% | 289 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| VeraBank, N.A. | History | No change | 413,193 | 35,592 | 5.89% | 5.89% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 409,055 | 35,235 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 399,284 | 35,177 | 1.08% | 1.08% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Advisors Network, Inc. | History | No change | 408,191 | 35,161 | 4.31% | 4.31% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 407,870 | 35,133 | 6.0% | 6.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trek Financial, LLC | History | No change | 407,437 | 35,096 | 1.74% | 1.74% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 405,103 | 34,895 | 13.27% | 13.27% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 402,640 | 34,683 | 0.55% | 0.55% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Black Diamond Financial, LLC | History | No change | 401,654 | 34,598 | 3.05% | 3.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 399,347 | 34,399 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 399,200 | 34,392 | 0.5% | 0.5% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |