VANGUARD BOND INDEX FUNDS - VUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 24,774,687 | 1,233,283 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kensington Asset Management, LLC | History | No change | 4,125,497 | 205,367 | 11.2% | 11.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 3,713,491 | 184,858 | 5.93% | 5.93% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,678,347 | 183,108 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,244,743 | 161,523 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, LLC | History | No change | 3,112,942 | 154,962 | 11.85% | 11.85% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,625,517 | 130,698 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,976,448 | 98,387 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,558,474 | 77,580 | 0.81% | 0.81% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avion Wealth | History | No change | 1,498,238 | 74,582 | 13.88% | 13.88% | 10 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wharton Business Group, LLC | History | No change | 1,437,741 | 71,571 | 2.39% | 2.39% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Center for Financial Services | History | No change | 1,222,387 | 60,850 | 13.58% | 13.58% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 987,814 | 49,173 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Waverly Advisors, LLC | History | No change | 917,885 | 45,692 | 0.27% | 0.27% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 857,265 | 42,674 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DMKC Advisory Services, LLC | History | No change | 817,806 | 40,710 | 7.69% | 7.69% | 16 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 673,738 | 33,538 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Red Wave Investments LLC | History | No change | 651,243 | 32,418 | 8.24% | 8.24% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 55 North Private Wealth, LLC | History | No change | 646,795 | 32,197 | 6.34% | 6.34% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 622,737 | 30,999 | 3.91% | 3.91% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 595,055 | 29,621 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 536,537 | 26,708 | 10.2% | 10.2% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fonville Wealth Management LLC | History | No change | 509,593 | 25,367 | 4.14% | 4.14% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 491,335 | 24,458 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 487,873 | 24,286 | 6.74% | 6.74% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 483,625 | 24,076 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 479,829 | 23,885 | 3.64% | 3.64% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 467,995 | 23,296 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warwick Investment Management, Inc. | History | No change | 462,039 | 23,000 | 2.58% | 2.58% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 461,108 | 22,953 | 0.26% | 0.26% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Wealth Management, LLC | History | No change | 450,535 | 22,427 | 11.42% | 11.42% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 443,065 | 22,055 | 0.98% | 0.98% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NKCFO LLC | History | No change | 415,500 | 20,684 | 6.27% | 6.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advantage, Inc. | History | No change | 412,453 | 20,531 | 2.5% | 2.5% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | No change | 398,105 | 19,817 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 394,208 | 19,624 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 391,076 | 19,467 | 2.22% | 2.22% | 37 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 390,993 | 19,463 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 392,501 | 19,448 | 1.26% | 1.38% | 39 | -20,303 | -4.92% | Q3 2026 | Oct 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 389,449 | 19,345 | 0.39% | 0.39% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 381,045 | 18,968 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coyle Financial Counsel LLC | History | No change | 378,923 | 18,862 | 3.44% | 3.44% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Capital Management, LLC | History | No change | 375,569 | 18,696 | 6.38% | 6.38% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| M Holdings Securities, Inc. | History | No change | 363,073 | 18,074 | 2.47% | 2.47% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| David Kennon Inc | History | No change | 354,232 | 17,633 | 5.83% | 5.83% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 331,292 | 16,491 | 4.13% | 4.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 330,616 | 16,458 | 8.51% | 8.51% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Calder Financial LLC | History | No change | 320,831 | 15,970 | 15.05% | 15.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 314,954 | 15,678 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 306,950 | 15,279 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 287,484 | 14,310 | 2.86% | 2.86% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 284,062 | 14,140 | 5.36% | 5.36% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 272,316 | 13,555 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 271,284 | 13,504 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 270,624 | 13,471 | 3.45% | 3.45% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 267,282 | 13,305 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 261,833 | 13,034 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colony Family Offices, LLC | History | No change | 257,677 | 12,827 | 2.82% | 2.82% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 246,697 | 12,280 | 10.55% | 10.55% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWC Advisors, LLC. | History | No change | 237,265 | 11,811 | 5.24% | 5.24% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 236,587 | 11,777 | 6.08% | 6.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 220,176 | 10,960 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFO4Life Group, LLC | History | No change | 219,320 | 10,917 | 1.47% | 1.47% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blom & Howell Financial Planning, Inc. | History | No change | 199,993 | 9,955 | 8.29% | 8.29% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 188,323 | 9,374 | 4.39% | 4.39% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 182,577 | 9,065 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 181,986 | 9,059 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 181,284 | 9,024 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 179,021 | 8,911 | 3.99% | 3.99% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SpringVest Wealth Management LLC | History | No change | 178,099 | 8,865 | 5.58% | 5.58% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 177,091 | 8,815 | 2.78% | 2.78% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schulz Wealth, LTD. | History | No change | 174,683 | 8,695 | 4.49% | 4.49% | 72 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Crews Bank & Trust | History | No change | 161,976 | 8,063 | 1.05% | 1.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 158,180 | 7,874 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 155,431 | 7,737 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 155,785 | 7,708 | 0.1% | 0.11% | 76 | +876 | 0.57% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 151,286 | 7,530 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | No change | 142,830 | 7,110 | 0.57% | 0.57% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 141,174 | 7,027 | 0.95% | 0.95% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | No change | 140,948 | 7,016 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 139,499 | 6,944 | 4.03% | 4.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evanson Financial, LLC | History | No change | 136,854 | 6,812 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NVWM, LLC | History | No change | 135,343 | 6,737 | 1.36% | 1.36% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 132,982 | 6,619 | 2.57% | 2.57% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 129,713 | 6,457 | 4.14% | 4.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 122,424 | 6,094 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORY RESEARCH INC | History | No change | 120,152 | 5,981 | 0.6% | 0.6% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 118,507 | 5,899 | 0.3% | 0.3% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 117,705 | 5,859 | 1.57% | 1.57% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 117,316 | 5,839 | 1.97% | 1.97% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 115,752 | 5,762 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ASPIRIANT, LLC | History | No change | 115,081 | 5,728 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 112,822 | 5,616 | 0.3% | 0.3% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 112,462 | 5,598 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 110,161 | 5,484 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fischer Financial Services, Inc. | History | No change | 108,520 | 5,402 | 1.36% | 1.36% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 106,833 | 5,318 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Leeward Financial Partners, LLC | History | No change | 105,776 | 5,265 | 1.38% | 1.38% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 105,720 | 5,262 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 104,109 | 5,182 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | No change | 103,799 | 5,167 | 2.52% | 2.52% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 103,054 | 5,130 | 2.02% | 2.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Financial Network, Inc. | History | No change | 101,915 | 5,073 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 100,000 | 4,978 | 0.41% | 0.41% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Zhang Financial LLC | History | No change | 99,319 | 4,944 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alpha Zero LLC | History | No change | 98,379 | 4,888 | 1.85% | 1.85% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Greenspring Advisors, LLC | History | No change | 98,092 | 4,883 | 0.27% | 0.27% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 97,707 | 4,863 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 97,500 | 4,853 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 96,406 | 4,799 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 95,600 | 4,759 | 1.67% | 1.67% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 95,489 | 4,753 | 1.24% | 1.24% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Root Financial Partners, LLC | History | No change | 94,101 | 4,684 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 93,980 | 4,678 | 0.46% | 0.46% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 93,868 | 4,672 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mustard Seed Financial, LLC | History | No change | 93,526 | 4,655 | 2.42% | 2.42% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 92,461 | 4,602 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Enclave Advisors LLC | History | No change | 91,082 | 4,534 | 0.57% | 0.57% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 90,807 | 4,520 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 90,672 | 4,513 | 1.16% | 1.16% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hikari Power Ltd | History | No change | 90,620 | 4,511 | 0.53% | 0.53% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 89,566 | 4,458 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Robinhood Asset Management, LLC | History | No change | 86,031 | 4,282 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 85,407 | 4,251 | 0.69% | 0.69% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 81,255 | 4,044 | 0.52% | 0.52% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 79,350 | 3,950 | 0.21% | 0.21% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWS Financial Advisors, LLC | History | No change | 77,985 | 3,882 | 0.86% | 0.86% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 77,866 | 3,876 | 0.48% | 0.48% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walker Financial Services, Inc. | History | No change | 77,753 | 3,870 | 1.2% | 1.2% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 74,836 | 3,725 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD Capital Management LLC | History | No change | 74,765 | 3,721 | 0.3% | 0.3% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 74,485 | 3,707 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 74,283 | 3,697 | 2.74% | 2.74% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | No change | 73,720 | 3,669 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 70,387 | 3,503 | 1.83% | 1.83% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 68,833 | 3,426 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| XY Planning Network, Inc. | History | No change | 68,626 | 3,416 | 0.43% | 0.43% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lakewood Asset Management LLC | History | No change | 66,809 | 3,325 | 1.82% | 1.82% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Florida Trust Wealth Management Co | History | No change | 66,687 | 3,319 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 66,007 | 3,285 | 2.64% | 2.64% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 64,214 | 3,196 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 63,090 | 3,140 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 62,610 | 3,116 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 61,842 | 3,078 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| National Wealth Management Group, LLC | History | No change | 61,789 | 3,075 | 0.95% | 0.95% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Payne Capital LLC | History | No change | 59,335 | 2,953 | 2.46% | 2.46% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 58,921 | 2,933 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 57,989 | 2,886 | 2.1% | 2.1% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 57,654 | 2,870 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 57,176 | 2,846 | 1.37% | 1.37% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 56,734 | 2,824 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 56,554 | 2,815 | 0.31% | 0.31% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 55,714 | 2,773 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 55,216 | 2,748 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 54,750 | 2,725 | 0.85% | 0.85% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 78,876 | 2,719 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 54,561 | 2,716 | 0.25% | 0.25% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 51,963 | 2,586 | 1.14% | 1.14% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | No change | 51,645 | 2,562 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,227 | 2,500 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 49,070 | 2,442 | 0.9% | 0.9% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | No change | 47,913 | 2,381 | 1.18% | 1.18% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atomic Invest LLC | History | No change | 47,602 | 2,369 | 0.21% | 0.21% | 163 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Plum Street Advisors, LLC | History | No change | 45,831 | 2,281 | 0.73% | 0.73% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 45,633 | 2,271 | 0.15% | 0.15% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 44,659 | 2,223 | 1.04% | 1.04% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 43,776 | 2,179 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summitas Investment Management LLC | History | No change | 43,655 | 2,173 | 1.61% | 1.61% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 43,641 | 2,172 | 0.09% | 0.09% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 42,938 | 2,137 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,751 | 2,128 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 42,279 | 2,094 | 1.6% | 1.72% | 172 | -382 | -0.9% | Q3 2026 | Oct 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 42,217 | 2,091 | 0.17% | 0.17% | 173 | +400 | 0.96% | Q3 2026 | Oct 06, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 41,398 | 2,055 | 1.11% | 1.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Applied Capital LLC | History | No change | 41,146 | 2,048 | 0.66% | 0.66% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TrueWealth Financial Partners | History | No change | 40,967 | 2,039 | 0.84% | 0.84% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 40,636 | 2,022 | 0.18% | 0.18% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 39,852 | 1,983 | 0.15% | 0.15% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compass Financial Group, Inc. | History | No change | 39,613 | 1,971 | 0.83% | 0.83% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 38,750 | 1,928 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 38,726 | 1,927 | 0.58% | 0.58% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 37,382 | 1,860 | 0.29% | 0.29% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TFO Wealth Partners, LLC | History | No change | 36,251 | 1,804 | 0.2% | 0.2% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 36,131 | 1,798 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 35,531 | 1,768 | 0.15% | 0.15% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | No change | 34,678 | 1,726 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HB Wealth Management, LLC | History | No change | 34,561 | 1,720 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 34,035 | 1,694 | 0.39% | 0.39% | 188 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 33,610 | 1,673 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpine Bank Wealth Management | History | No change | 33,024 | 1,643 | 0.21% | 0.21% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MontVue Capital Management, Inc. | History | No change | 32,553 | 1,620 | 0.93% | 0.93% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,987 | 1,592 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 31,795 | 1,582 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 31,744 | 1,580 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 31,460 | 1,566 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 31,066 | 1,546 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 31,000 | 1,543 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 30,045 | 1,495 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 29,378 | 1,462 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 28,990 | 1,443 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 28,899 | 1,438 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 28,800 | 1,433 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 28,143 | 1,400 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| R.H. Investment Group, LLC | History | No change | 28,100 | 1,398 | 1.05% | 1.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 28,038 | 1,397 | 1.19% | 1.19% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,087 | 1,391 | 0.01% | 0.0% | 206 | +16,065 | 133.63% | Q3 2026 | Oct 08, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 27,918 | 1,389 | 0.34% | 0.34% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 27,772 | 1,384 | 0.47% | 0.47% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roble, Belko & Company, Inc | History | No change | 27,434 | 1,366 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kings Path Partners LLC | History | No change | 27,189 | 1,353 | 0.36% | 0.36% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,110 | 1,349 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Verus Financial Partners, Inc. | History | No change | 27,038 | 1,345 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 26,923 | 1,340 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 26,835 | 1,335 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,217 | 1,305 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ballew Advisors, Inc | History | No change | 26,382 | 1,303 | 0.65% | 0.68% | 216 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 26,014 | 1,294 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SP Asset Management LLC | History | No change | 25,580 | 1,273 | 0.1% | 0.1% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 25,242 | 1,256 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 25,040 | 1,246 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 24,812 | 1,235 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,694 | 1,229 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 24,276 | 1,208 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 24,212 | 1,205 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 23,982 | 1,193 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 23,183 | 1,154 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriaGen Wealth Management LLC | History | No change | 23,015 | 1,145 | 0.29% | 0.29% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GatePass Capital, LLC | History | No change | 23,000 | 1,144 | 0.43% | 0.43% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 22,904 | 1,140 | 0.09% | 0.09% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finivi Inc. | History | No change | 22,234 | 1,106 | 0.57% | 0.57% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | No change | 22,007 | 1,095 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 21,875 | 1,088 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,824 | 1,086 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALKEME WEALTH, LLC | History | Added to | 21,879 | 1,084 | 0.41% | 0.41% | 234 | +545 | 2.55% | Q3 2026 | Oct 07, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 21,748 | 1,082 | 0.23% | 0.23% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 21,345 | 1,062 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 21,137 | 1,052 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 21,130 | 1,051 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tribridge Partners Financial LLC | History | No change | 21,126 | 1,049 | 0.41% | 0.41% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 20,991 | 1,044 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manchester Capital Management LLC | History | No change | 20,922 | 1,041 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 20,737 | 1,032 | 0.09% | 0.09% | 242 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 20,516 | 1,016 | 0.03% | 0.08% | 243 | -34,510 | -62.72% | Q3 2026 | Oct 08, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 20,385 | 1,010 | 0.67% | 0.54% | 244 | +4,630 | 29.39% | Q3 2026 | Oct 07, 2026 |
| Avestar Capital, LLC | History | No change | 20,100 | 1,000 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Powerhouse Assets LLC | History | No change | 20,051 | 998 | 0.81% | 0.81% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 19,987 | 994 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joseph Group Capital Management | History | No change | 19,981 | 994 | 0.21% | 0.21% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 19,938 | 992 | 0.13% | 0.13% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 19,880 | 990 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,620 | 976 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 19,422 | 966 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 19,213 | 956 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 19,212 | 955 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Life Planning Partners, Inc | History | No change | 18,901 | 940 | 0.7% | 0.7% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Planning, LLC. | History | No change | 18,023 | 897 | 0.25% | 0.25% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 17,650 | 878 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 17,168 | 854 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cheviot Value Management, LLC | History | No change | 16,805 | 836 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,534 | 823 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 16,274 | 808 | 0.29% | 0.29% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CGC Financial Services, LLC | History | No change | 16,161 | 804 | 0.18% | 0.18% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,123 | 802 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valpey Financial Services, LLC | History | No change | 15,855 | 789 | 0.47% | 0.47% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 15,810 | 787 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 15,801 | 786 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 15,599 | 776 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 15,527 | 772 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,467 | 770 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WESCAP Management Group, Inc. | History | No change | 15,122 | 752 | 0.14% | 0.14% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 15,000 | 746 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 14,699 | 731 | 0.27% | 0.27% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | No change | 14,326 | 713 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Compass Financial Group, INC/SD | History | No change | 14,295 | 711 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 13,931 | 693 | 0.28% | 0.28% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 13,507 | 672 | 0.54% | 0.54% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewSquare Capital LLC | History | No change | 13,452 | 669 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nikulski Financial, Inc. | History | No change | 13,420 | 668 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Daner Wealth Management, LLC | History | No change | 13,403 | 666 | 0.36% | 0.36% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 13,260 | 660 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Latitude Advisors, LLC | History | No change | 13,210 | 657 | 0.26% | 0.26% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Index Fund Advisors, Inc. | History | No change | 12,934 | 643 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 12,882 | 641 | 0.14% | 0.14% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 12,476 | 621 | 0.48% | 0.48% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,085 | 601 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Old Peak Finance LLC | History | No change | 11,892 | 591 | 0.29% | 0.29% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAM Advisors, LLC | History | No change | 11,852 | 589 | 0.16% | 0.16% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,761 | 585 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 11,650 | 579 | 0.21% | 0.21% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,591 | 577 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 11,366 | 565 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 11,338 | 564 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,209 | 557 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 11,131 | 554 | 0.13% | 0.13% | 294 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 10,929 | 544 | 0.14% | 0.14% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First PREMIER Bank | History | No change | 10,909 | 543 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 10,815 | 538 | 0.35% | 0.35% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 10,757 | 534 | 0.21% | 0.21% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 10,586 | 526 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 10,535 | 524 | 0.2% | 0.2% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,494 | 522 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 10,453 | 520 | 0.24% | 0.24% | 302 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,429 | 519 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Echo45 Advisors LLC | History | New | 10,359 | 513 | 0.23% | — | 304 | +10,359 | New | Q3 2026 | Oct 07, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 10,263 | 510 | 0.12% | 0.12% | 305 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 10,191 | 507 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| New Hampshire Trust | History | No change | 10,054 | 500 | 0.09% | 0.09% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Midwest Trust Co | History | No change | 10,054 | 500 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 10,000 | 497 | 0.33% | 0.33% | 309 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WESBANCO BANK INC | History | No change | 9,749 | 485 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,734 | 485 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 9,687 | 482 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,656 | 480 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family CFO Inc | History | No change | 9,643 | 480 | 0.18% | 0.18% | 314 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,567 | 476 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,351 | 465 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 9,240 | 459 | 0.29% | 0.29% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 9,040 | 450 | 0.17% | 0.17% | 318 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 9,025 | 449 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Partnership Wealth Management, LLC | History | No change | 9,038 | 447 | 0.32% | 0.3% | 320 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,741 | 435 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 8,663 | 431 | 0.13% | 0.13% | 322 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Burton Enright Welch | History | No change | 8,475 | 421 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keel Point, LLC | History | No change | 8,395 | 417 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 8,280 | 412 | 0.17% | 0.17% | 325 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kurv Investment Management LLC | History | No change | 8,016 | 399 | 0.24% | 0.24% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,001 | 398 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 7,972 | 396 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 7,944 | 395 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,829 | 389 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRB Wealth Management, LLC | History | No change | 7,727 | 384 | 0.05% | 0.05% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 7,713 | 383 | 0.18% | 0.18% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aegis Wealth Management LLC | History | No change | 7,598 | 378 | 0.18% | 0.18% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 7,566 | 376 | 0.11% | 0.11% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forum Financial Management, LP | History | No change | 7,482 | 372 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | No change | 7,474 | 372 | 0.18% | 0.18% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Castleview Partners, LLC | History | No change | 7,449 | 370 | 0.16% | 0.16% | 337 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 7,260 | 361 | 0.07% | 0.07% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 7,270 | 361 | 0.07% | 0.07% | 339 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,180 | 357 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULBERTSON A N & CO INC | History | No change | 7,100 | 353 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,000 | 348 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 6,950 | 345 | 0.1% | 0.1% | 343 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 6,873 | 342 | 0.2% | 0.2% | 344 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Krilogy Financial LLC | History | No change | 6,874 | 342 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 6,860 | 341 | 0.09% | 0.09% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 6,852 | 341 | 0.07% | 0.07% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 6,817 | 339 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bath Savings Trust Co | History | No change | 6,798 | 336 | 0.03% | 0.04% | 349 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 6,765 | 336 | 0.24% | 0.24% | 350 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prepared Retirement Institute LLC | History | No change | 6,634 | 330 | 0.14% | 0.14% | 351 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curi Capital, LLC | History | No change | 6,574 | 327 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OceanIQ Capital, LLC | History | No change | 6,600 | 327 | 0.2% | 0.2% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Plan, Inc. | History | No change | 6,508 | 323 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Capital Management LP | History | No change | 6,323 | 314 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bulwark Capital Corp | History | No change | 6,292 | 313 | 0.18% | 0.18% | 356 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 6,266 | 311 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,089 | 303 | 0.04% | 0.04% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 6,103 | 303 | 0.19% | 0.19% | 359 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peak Asset Management, LLC | History | No change | 6,062 | 301 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 6,036 | 300 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 6,042 | 300 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 6,009 | 299 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 25 LLC | History | No change | 5,964 | 296 | 0.08% | 0.08% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,915 | 294 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,895 | 293 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,850 | 291 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHOREO, LLC | History | No change | 5,845 | 290 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TAGStone Capital, Inc. | History | No change | 5,738 | 285 | 0.09% | 0.09% | 369 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,717 | 284 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 5,700 | 283 | 0.07% | 0.07% | 371 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 5,674 | 282 | 0.12% | 0.12% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WNY Asset Management, LLC | History | No change | 5,616 | 279 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prospera Financial Services Inc | History | No change | 5,600 | 278 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortis Advisors, LLC | History | No change | 5,588 | 278 | 0.13% | 0.13% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 5,600 | 278 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Magnus Financial Group LLC | History | No change | 5,540 | 275 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 5,524 | 274 | 0.18% | 0.18% | 378 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 5,500 | 273 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Planning Center, Inc. | History | No change | 5,499 | 273 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds, LLC. | History | No change | 1,004 | 273 | 0.06% | 0.06% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 5,488 | 271 | 0.02% | 0.02% | 382 | +41 | 0.75% | Q3 2026 | Oct 01, 2026 |
| Triumph Capital Management | History | No change | 5,437 | 270 | 0.05% | 0.05% | 383 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,429 | 270 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lido Advisors, LLC | History | No change | 5,385 | 268 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 5,396 | 267 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 5,339 | 265 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 5,317 | 264 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Successful Portfolios LLC | History | No change | 5,301 | 263 | 0.12% | 0.12% | 389 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 5,257 | 261 | 0.17% | 0.17% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 5,174 | 256 | 0.22% | 0.19% | 391 | +732 | 16.48% | Q3 2026 | Oct 08, 2026 |
| Capital Square, LLC | History | No change | 5,145 | 255 | 0.11% | 0.11% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,099 | 253 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corundum Group, Inc. | History | No change | 5,069 | 252 | 0.07% | 0.07% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kropog Financial Group, LLC | History | No change | 5,068 | 252 | 0.18% | 0.18% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,055 | 251 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANOVER ADVISORS INC | History | No change | 4,998 | 248 | 0.09% | 0.09% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 4,962 | 247 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 4,932 | 246 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,934 | 245 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 4,938 | 245 | 0.08% | 0.08% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Busey Bank | History | No change | 4,853 | 241 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4,823 | 240 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,772 | 237 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,742 | 236 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 4,725 | 235 | 0.11% | 0.11% | 406 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 4,716 | 234 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4,713 | 234 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GSG Advisors LLC | History | No change | 4,689 | 233 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,645 | 231 | 0.07% | 0.07% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 4,588 | 228 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 4,600 | 228 | 0.13% | 0.13% | 412 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 4,500 | 224 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,505 | 224 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allen Investment Management, LLC | History | No change | 4,488 | 223 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 4,371 | 217 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,326 | 215 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,326 | 215 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,245 | 211 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 4,200 | 209 | 0.14% | 0.14% | 420 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Convergence Financial, LLC | History | No change | 4,160 | 207 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,141 | 206 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 4,123 | 205 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,081 | 203 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 4,083 | 203 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 4,042 | 201 | 0.05% | 0.05% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,982 | 198 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 3,974 | 197 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,310 | 164 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,254 | 161 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Reduced | 3,083 | 152 | 0.0% | 0.0% | 431 | -50 | -1.6% | Q3 2026 | Oct 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 2,852 | 141 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,819 | 140 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,412 | 120 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,232 | 111 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | No change | 2,154 | 107 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robinswood Financial LLC | History | No change | 2,139 | 106 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,972 | 98 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Leo H. Evart, Inc. | History | No change | 1,814 | 90 | 0.07% | 0.07% | 439 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,795 | 89 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avalon Trust Co | History | No change | 1,800 | 89 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,713 | 85 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,676 | 83 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BESSEMER GROUP INC | History | No change | 1,653 | 82 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,595 | 79 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,579 | 78 | 0.06% | 0.06% | 446 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,528 | 75 | 0.02% | 0.02% | 447 | +16 | 1.06% | Q3 2026 | Oct 07, 2026 |
| Frankly Finances, LLC | History | No change | 1,517 | 75 | 0.06% | 0.06% | 448 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,428 | 71 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,437 | 71 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,385 | 68 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,383 | 68 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Graney & King, LLC | History | No change | 1,327 | 66 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 1,080 | 53 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New Hampshire | History | No change | 1,033 | 51 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,005 | 50 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 1,018 | 50 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,024 | 50 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 894 | 44 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 857 | 42 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 814 | 40 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | No change | 744 | 37 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 739 | 36 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 696 | 34 | 0.01% | 0.01% | 464 | +283 | 68.52% | Q3 2026 | Oct 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 647 | 32 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 613 | 30 | 0.06% | 0.06% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Front Row Advisors LLC | History | No change | 600 | 29 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 553 | 27 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 518 | 25 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 509 | 25 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 522 | 25 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 500 | 24 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 448 | 22 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LAM GROUP, INC. | History | No change | 446 | 22 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 350 | 17 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 362 | 17 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 321 | 16 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 16 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCF Advisors LLC | History | No change | 260 | 12 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 246 | 12 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 161 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 140 | 6 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key Capital Management, INC | History | No change | 90 | 4 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 61 | 3 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | New | 49 | 2 | 0.0% | — | 489 | +49 | New | Q3 2026 | Oct 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |