VANGUARD WHITEHALL FUNDS - VWOB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | No change | 7,520,903 | 505,706 | 0.86% | 0.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 4,283,035 | 287,995 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,647,079 | 246,104 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,411,984 | 229,421 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,134,822 | 210,785 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,077,855 | 206,954 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,686,305 | 180,627 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 2,702,926 | 179,697 | 0.53% | 0.53% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 2,188,737 | 147,170 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,650,865 | 111,004 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 1,501,752 | 100,977 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,480,565 | 99,619 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,351,550 | 90,878 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,290,036 | 86,742 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 1,250,000 | 84,050 | 0.45% | 0.45% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,229,693 | 82,684 | 1.6% | 1.6% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 1,025,511 | 68,955 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 919,634 | 61,836 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 893,417 | 60,073 | 0.41% | 0.41% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 755,102 | 50,773 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 643,621 | 43,277 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 613,500 | 41,251 | 0.67% | 0.67% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 517,660 | 34,807 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 462,987 | 31,131 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 448,652 | 30,167 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 446,500 | 30,022 | 0.76% | 0.76% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 435,695 | 29,296 | 3.39% | 3.39% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Alpha, LLC | History | No change | 412,915 | 27,767 | 0.68% | 0.68% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANZ SE | History | No change | 377,100 | 25,356 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 375,202 | 25,228 | 4.77% | 4.77% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 362,702 | 24,265 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 342,544 | 23,032 | 6.21% | 6.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 309,560 | 20,814 | 0.94% | 0.94% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co | History | Added to | 307,715 | 19,426 | 1.69% | 1.7% | 34 | +26,980 | 9.61% | Q3 2026 | Oct 09, 2026 |
| Cetera Investment Advisers | History | No change | 284,255 | 19,113 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Columbus Macro, LLC | History | No change | 275,864 | 18,549 | 1.8% | 1.8% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 268,297 | 18,040 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 258,812 | 17,402 | 1.41% | 1.41% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Alternatives, Inc | History | No change | 252,253 | 16,961 | 8.36% | 8.36% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marotta Asset Management | History | Added to | 264,603 | 16,704 | 2.84% | 2.93% | 40 | +1,517 | 0.58% | Q3 2026 | Oct 02, 2026 |
| MATHER GROUP, LLC. | History | No change | 248,114 | 16,683 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 229,423 | 15,429 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Financial Services, Inc. | History | No change | 227,077 | 15,268 | 0.67% | 0.67% | 43 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 225,894 | 15,189 | 2.46% | 2.46% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 224,000 | 15,061 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 220,100 | 14,799 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 215,899 | 14,517 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 213,111 | 14,329 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 211,010 | 14,188 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 210,678 | 14,165 | 1.41% | 1.41% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marion Wealth Management | History | No change | 205,098 | 13,790 | 2.81% | 2.81% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 198,936 | 13,376 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greystone Financial Group, LLC | History | No change | 194,585 | 13,083 | 3.66% | 3.66% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWAN Capital LLC | History | No change | 187,705 | 12,621 | 4.32% | 4.32% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 187,058 | 12,577 | 2.62% | 2.62% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 182,352 | 12,261 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 179,179 | 12,047 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 172,900 | 11,625 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 172,709 | 11,612 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 164,456 | 11,058 | 0.29% | 0.29% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 164,347 | 11,050 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 154,122 | 10,364 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 153,953 | 10,351 | 0.55% | 0.55% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 144,541 | 9,718 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 140,364 | 9,438 | 2.06% | 2.06% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| City State Bank | History | No change | 139,857 | 9,403 | 2.15% | 2.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 138,481 | 9,315 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stablepoint Partners, LLC | History | No change | 132,146 | 8,885 | 1.23% | 1.23% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GP Brinson Investments LLC | History | No change | 136,580 | 8,622 | 3.68% | 3.75% | 69 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Diversify Advisory Services, LLC | History | No change | 128,970 | 8,514 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 128,970 | 8,514 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robinswood Financial LLC | History | No change | 117,576 | 7,905 | 2.27% | 2.27% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 114,330 | 7,651 | 0.38% | 0.38% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 114,119 | 7,637 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | Added to | 114,604 | 7,234 | 2.71% | 2.12% | 75 | +27,730 | 31.92% | Q3 2026 | Oct 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 106,348 | 7,150 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Simplicity Wealth,LLC | History | No change | 105,659 | 7,104 | 0.24% | 0.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L2 Asset Management, LLC | History | No change | 102,759 | 6,909 | 0.72% | 0.72% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan Group Financial, LLC | History | No change | 102,370 | 6,883 | 1.42% | 1.42% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belvedere Trading LLC | History | No change | 98,798 | 6,643 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 94,745 | 6,370 | 0.91% | 0.91% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 92,782 | 6,238 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 92,677 | 6,231 | 1.01% | 1.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nilsine Partners, LLC | History | No change | 90,307 | 6,072 | 0.42% | 0.42% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SEEDS INVESTOR LLC | History | No change | 89,098 | 5,990 | 0.62% | 0.62% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 86,147 | 5,792 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 85,296 | 5,735 | 1.28% | 1.28% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 84,627 | 5,342 | 0.36% | 0.22% | 88 | +33,477 | 65.45% | Q3 2026 | Oct 08, 2026 |
| Royal Fund Management, LLC | History | No change | 79,455 | 5,342 | 0.44% | 0.44% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 78,654 | 5,288 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 76,137 | 5,119 | 1.63% | 1.63% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Management One Co., Ltd. | History | No change | 75,940 | 5,106 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 75,820 | 5,098 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 74,802 | 5,030 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 74,020 | 4,977 | 2.25% | 2.25% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 72,867 | 4,899 | 0.47% | 0.47% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 71,375 | 4,799 | 4.12% | 4.12% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 71,221 | 4,788 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 71,871 | 4,736 | 2.85% | 2.85% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 70,085 | 4,712 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 69,901 | 4,700 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 69,689 | 4,685 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 68,168 | 4,583 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 67,795 | 4,558 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 66,029 | 4,439 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 64,197 | 4,316 | 0.83% | 0.83% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Family Office LLC | History | No change | 63,166 | 4,247 | 3.36% | 3.36% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Factor Wealth Management LTD | History | Added to | 66,269 | 4,183 | 0.64% | 0.55% | 108 | +12,007 | 22.13% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 61,083 | 4,107 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 60,538 | 4,070 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 59,904 | 4,027 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 59,428 | 3,996 | 1.2% | 1.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 58,264 | 3,917 | 0.24% | 0.24% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 57,656 | 3,876 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 55,815 | 3,753 | 0.54% | 0.54% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 53,966 | 3,628 | 0.31% | 0.31% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 55,975 | 3,533 | 1.61% | 1.88% | 117 | +1,732 | 3.19% | Q3 2026 | Oct 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 52,472 | 3,528 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewSquare Capital LLC | History | No change | 52,375 | 3,521 | 0.26% | 0.26% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 52,445 | 3,503 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 51,691 | 3,475 | 2.34% | 2.34% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verde Capital Management | History | No change | 50,405 | 3,389 | 0.63% | 0.63% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 49,620 | 3,336 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 49,589 | 3,334 | 1.28% | 1.28% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,241 | 3,310 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 49,183 | 3,307 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 48,963 | 3,292 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 47,979 | 3,226 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,524 | 3,128 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 46,476 | 3,125 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 46,162 | 3,103 | 1.95% | 1.95% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 45,956 | 3,090 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45,444 | 3,055 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 44,355 | 2,982 | 1.73% | 1.73% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 46,379 | 2,927 | 0.42% | 0.42% | 135 | +1,844 | 4.14% | Q3 2026 | Oct 09, 2026 |
| Aprio Wealth Management, LLC | History | No change | 43,517 | 2,926 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 43,057 | 2,895 | 1.42% | 1.42% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 41,083 | 2,762 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 41,021 | 2,758 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 40,746 | 2,740 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Custos Family Office, LLC | History | No change | 39,993 | 2,689 | 1.61% | 1.61% | 141 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 39,302 | 2,642 | 1.2% | 1.2% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 38,968 | 2,620 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 40,148 | 2,534 | 1.62% | 1.66% | 144 | +745 | 1.89% | Q3 2026 | Oct 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 37,671 | 2,533 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 37,071 | 2,492 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | Reduced | 39,474 | 2,491 | 0.03% | 0.04% | 147 | -5,098 | -11.44% | Q3 2026 | Oct 08, 2026 |
| Q3 Asset Management | History | No change | 36,552 | 2,457 | 0.45% | 0.45% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, Inc. | History | No change | 36,104 | 2,427 | 1.03% | 1.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 35,894 | 2,413 | 1.94% | 1.94% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sagace Wealth Management LLC | History | No change | 34,901 | 2,346 | 1.47% | 1.47% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 34,300 | 2,306 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 34,299 | 2,306 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 34,127 | 2,294 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALLAST ADVISORS LLC | History | No change | 33,881 | 2,278 | 0.54% | 0.54% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 32,606 | 2,192 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 34,665 | 2,188 | 0.92% | 0.96% | 157 | +1,376 | 4.13% | Q3 2026 | Oct 08, 2026 |
| Shore Point Advisors, LLC | History | No change | 34,721 | 2,099 | 0.72% | 0.72% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 30,779 | 2,069 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ridgewood Investments LLC | History | Added to | 32,339 | 2,041 | 0.75% | 0.65% | 160 | +6,332 | 24.35% | Q3 2026 | Oct 05, 2026 |
| Quadrature Capital Ltd | History | No change | 30,334 | 2,039 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| K2 Financial Inc. | History | No change | 30,210 | 2,025 | 1.43% | 1.43% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 30,029 | 2,019 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 30,000 | 2,017 | 1.24% | 1.24% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | No change | 29,831 | 2,005 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 29,645 | 1,993 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALPS ADVISORS INC | History | No change | 29,270 | 1,968 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 28,809 | 1,937 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Investment Management | History | No change | 28,663 | 1,927 | 0.66% | 0.66% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Veery Capital, LLC | History | Added to | 30,493 | 1,925 | 0.51% | 0.52% | 170 | +1,862 | 6.5% | Q3 2026 | Oct 07, 2026 |
| Disciplined Investments, LLC | History | No change | 28,252 | 1,899 | 0.61% | 0.61% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 28,836 | 1,894 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLB&B Advisors, LLC | History | No change | 27,726 | 1,864 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heritage Family Offices, LLP | History | No change | 27,649 | 1,859 | 0.72% | 0.72% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 27,649 | 1,859 | 0.72% | 0.72% | 175 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,751 | 1,785 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AXS Investments LLC | History | No change | 25,443 | 1,710 | 0.48% | 0.48% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 25,306 | 1,701 | 1.4% | 1.4% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Traub Capital Management LLC | History | No change | 25,274 | 1,699 | 1.52% | 1.52% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,260 | 1,698 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24,654 | 1,663 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 22,251 | 1,496 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rinkey Investments | History | No change | 22,253 | 1,496 | 0.35% | 0.35% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 21,166 | 1,423 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 21,150 | 1,422 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 20,922 | 1,406 | 0.57% | 0.57% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GenTrust, LLC | History | No change | 20,753 | 1,395 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 20,506 | 1,378 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JT Stratford LLC | History | No change | 20,486 | 1,377 | 0.15% | 0.15% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 21,590 | 1,362 | 0.09% | 0.1% | 190 | -420 | -1.91% | Q3 2026 | Oct 08, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 19,597 | 1,317 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,212 | 1,291 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 19,120 | 1,285 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,542 | 1,246 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,323 | 1,232 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,254 | 1,227 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,210 | 1,224 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| David Kennon Inc | History | No change | 18,155 | 1,220 | 0.4% | 0.4% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 19,272 | 1,216 | 0.52% | 0.77% | 199 | -6,262 | -24.52% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | No change | 17,956 | 1,207 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 17,745 | 1,193 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 17,698 | 1,190 | 0.87% | 0.87% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 17,548 | 1,179 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McNamara Financial Services, Inc. | History | No change | 17,101 | 1,149 | 0.2% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Yoffe Investment Management, LLC | History | No change | 17,044 | 1,146 | 1.31% | 1.31% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,698 | 1,122 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Seed Wealth Management, Inc. | History | No change | 16,235 | 1,091 | 0.69% | 0.69% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17,160 | 1,083 | 0.01% | 0.01% | 208 | -2,358 | -12.08% | Q3 2026 | Oct 08, 2026 |
| LAM GROUP, INC. | History | No change | 16,060 | 1,079 | 0.54% | 0.54% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 15,898 | 1,067 | 0.56% | 0.56% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,743 | 1,058 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,387 | 1,034 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arrowroot Family Office, LLC | History | No change | 14,703 | 988 | 0.28% | 0.28% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 14,570 | 980 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 14,268 | 959 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 14,167 | 952 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 14,121 | 949 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 14,028 | 943 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,540 | 910 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Soltis Investment Advisors LLC | History | No change | 12,923 | 868 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 12,831 | 858 | 0.56% | 0.56% | 221 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 12,661 | 851 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilltop Partners LLC | History | No change | 12,632 | 849 | 0.21% | 0.21% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtue Capital Management, LLC | History | No change | 12,391 | 833 | 0.11% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,090 | 826 | 0.02% | 0.02% | 225 | +966 | 7.97% | Q3 2026 | Oct 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 12,292 | 826 | 0.25% | 0.25% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 12,107 | 814 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 12,047 | 810 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 12,041 | 809 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 12,000 | 806 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 11,910 | 800 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,303 | 760 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,140 | 749 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 10,899 | 732 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,875 | 731 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FC Advisory LLC | History | Added to | 11,502 | 726 | 0.19% | 0.19% | 236 | +911 | 8.6% | Q3 2026 | Oct 05, 2026 |
| Invesco Ltd. | History | No change | 10,370 | 697 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,339 | 695 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 10,315 | 693 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stewardship Advisors, LLC | History | No change | 10,187 | 684 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summa Corp. | History | No change | 10,000 | 672 | 0.21% | 0.21% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creekside Partners | History | No change | 10,004 | 672 | 0.24% | 0.24% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,837 | 661 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,799 | 658 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLC Capital Advisors | History | No change | 9,565 | 643 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 9,390 | 633 | 0.69% | 0.69% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prostatis Group LLC | History | No change | 9,282 | 624 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,110 | 612 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 8,942 | 601 | 0.45% | 0.45% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Advisor Group, LLC | History | No change | 8,870 | 596 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairlight Advisors | History | No change | 8,570 | 576 | 0.47% | 0.47% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KKM Financial LLC | History | No change | 8,566 | 575 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,735 | 573 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BNP PARIBAS | History | No change | 8,509 | 572 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 8,346 | 561 | 0.27% | 0.27% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 8,324 | 559 | 0.35% | 0.35% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 8,117 | 545 | 0.29% | 0.29% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 8,071 | 542 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,017 | 539 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | No change | 7,860 | 529 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Point Inc. | History | No change | 7,827 | 526 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 7,699 | 517 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 7,700 | 517 | 0.24% | 0.24% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,085 | 510 | 0.04% | 0.11% | 264 | -9,786 | -54.76% | Q3 2026 | Oct 01, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,544 | 507 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hexagon Capital Partners LLC | History | No change | 7,512 | 505 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSA Wealth Managment LLC | History | No change | 7,425 | 499 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 7,326 | 492 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 7,259 | 488 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 7,260 | 488 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WBH ADVISORY INC | History | No change | 7,074 | 475 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 7,110 | 475 | 0.1% | 0.1% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 7,039 | 473 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 5T Wealth, LLC | History | No change | 6,942 | 466 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 6,926 | 463 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DRAVO BAY LLC | History | No change | 6,892 | 463 | 0.16% | 0.16% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Advocates LLC | History | No change | 6,848 | 460 | 1.78% | 1.78% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 6,758 | 454 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6,442 | 433 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| RAM Investment Partners, LLC | History | No change | 6,439 | 432 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 6,330 | 425 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Note Advisors, LLC | History | No change | 6,238 | 419 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,132 | 412 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,087 | 409 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy PCG, LLC | History | No change | 6,185 | 407 | 1.97% | 1.97% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 6,041 | 406 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Eagle Bay Advisors LLC | History | No change | 5,887 | 395 | 0.3% | 0.3% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Advisor Alliance | History | No change | 5,866 | 394 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet North America Advisors SA | History | No change | 5,812 | 390 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 5,664 | 380 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,628 | 378 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,564 | 374 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,536 | 372 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,339 | 359 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,297 | 356 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,379 | 339 | 0.01% | 0.01% | 296 | +1,954 | 57.05% | Q3 2026 | Oct 08, 2026 |
| JNBA Financial Advisors | History | No change | 4,932 | 331 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investments & Financial Planning, LLC | History | No change | 4,900 | 329 | 0.16% | 0.16% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 4,854 | 326 | 0.15% | 0.15% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,837 | 325 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PFG Advisors | History | No change | 4,809 | 323 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | No change | 4,815 | 323 | 0.06% | 0.06% | 302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Growth Capital LLC | History | No change | 4,800 | 322 | 0.24% | 0.24% | 303 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,756 | 320 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,711 | 316 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,643 | 312 | 0.13% | 0.13% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Solutions Group, LLC | History | No change | 4,616 | 310 | 0.11% | 0.11% | 307 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,500 | 302 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 4,472 | 300 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 4,472 | 300 | 0.06% | 0.06% | 310 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,363 | 293 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,347 | 292 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,349 | 292 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,299 | 289 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Downshift Financial, LLC | History | No change | 4,310 | 289 | 0.13% | 0.13% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,227 | 284 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,180 | 281 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Range Advisory, LLC | History | No change | 4,058 | 272 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trivium Point Advisory, LLC | History | No change | 3,994 | 268 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 3,981 | 267 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 3,924 | 263 | 0.22% | 0.22% | 321 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 3,841 | 258 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,848 | 258 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,791 | 254 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 3,709 | 249 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 3,664 | 246 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | No change | 3,655 | 245 | 0.13% | 0.13% | 327 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 3,565 | 239 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sincerus Advisory, LLC | History | Added to | 3,774 | 238 | 0.16% | 0.17% | 330 | +18 | 0.48% | Q3 2026 | Oct 08, 2026 |
| Rockingstone Advisors LLC | History | No change | 3,550 | 238 | 0.1% | 0.1% | 329 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lynx Investment Advisory | History | No change | 3,535 | 237 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Garde Capital, Inc. | History | No change | 3,416 | 229 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 3,402 | 228 | 0.16% | 0.16% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,381 | 227 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 3,570 | 225 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,353 | 225 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 3,348 | 224 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,350 | 224 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 3,337 | 223 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 3,527 | 222 | 0.07% | 0.21% | 340 | -3,165 | -47.3% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,289 | 221 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,279 | 220 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WPG Advisers, LLC | History | No change | 3,273 | 220 | 0.13% | 0.13% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integris Wealth Management, LLC | History | No change | 3,215 | 216 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 3,178 | 213 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCGM Wealth Management, LLC | History | No change | 3,163 | 212 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 3,147 | 211 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joule Financial, LLC | History | No change | 3,143 | 211 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Adalta Capital Management LLC | History | No change | 3,050 | 205 | 0.09% | 0.09% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 3,097 | 205 | 0.06% | 0.06% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Performance Wealth Partners, LLC | History | No change | 3,042 | 204 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,824 | 189 | 0.1% | 0.1% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,722 | 183 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 2,566 | 172 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 2,508 | 168 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,335 | 157 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 2,101 | 141 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evolution Advisers, Inc. | History | No change | 2,053 | 138 | 0.05% | 0.05% | 358 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brooklyn FI, LLC | History | No change | 1,864 | 123 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,824 | 122 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 1,796 | 120 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 10,300 | 102 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,500 | 100 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 1,266 | 85 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,248 | 82 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,211 | 81 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 1,130 | 75 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,085 | 72 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,050 | 70 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,008 | 67 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisor Network LLC | History | No change | 991 | 66 | 0.08% | 0.08% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 959 | 64 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 938 | 63 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 825 | 55 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 788 | 52 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 773 | 52 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 743 | 49 | 0.04% | 0.04% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 658 | 44 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| TSFG, LLC | History | No change | 646 | 43 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 625 | 42 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 560 | 37 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Evelyn Partners Group Ltd | History | No change | 534 | 35 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 512 | 34 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 504 | 33 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 496 | 33 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Coastline Trust Co | History | Reduced | 495 | 31 | 0.0% | 0.0% | 386 | -140 | -22.05% | Q3 2026 | Oct 01, 2026 |
| Arlington Trust Co LLC | History | No change | 474 | 31 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 455 | 30 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 452 | 30 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 422 | 28 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 395 | 26 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pflug Koory, LLC | History | No change | 386 | 25 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 379 | 25 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 384 | 25 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 359 | 24 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 22,725 | 22 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 322 | 21 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 315 | 21 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 300 | 20 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 255 | 17 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 244 | 16 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 215 | 14 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 207 | 13 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 10Elms LLP | History | No change | 200 | 13 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 192 | 12 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 169 | 11 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 178 | 11 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Realta Investment Advisors | History | No change | 157 | 10 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 150 | 10 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transce3nd, LLC | History | No change | 152 | 10 | 0.09% | 0.09% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | New | 141 | 9 | 0.0% | — | 413 | +141 | New | Q3 2026 | Oct 02, 2026 |
| SITTNER & NELSON, LLC | History | No change | 143 | 9 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOP Private Wealth LLC. | History | No change | 143 | 9 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 119 | 8 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 120 | 8 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 118 | 7 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 114 | 7 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 101 | 6 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GK Wealth Management LLC | History | New | 93 | 5 | 0.0% | — | 423 | +93 | New | Q3 2026 | Oct 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 85 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 83 | 5 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 80 | 5 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 69 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CVA Family Office, LLC | History | No change | 64 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAYBAN | History | No change | 67 | 4 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 52 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite FO LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 31 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 30 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 31 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCF Advisors LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Front Row Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingdom Financial Group LLC. | History | No change | 16 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CENTRAL TRUST Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GODSEY & GIBB, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NBT BANK, N.A. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glassman Wealth Services | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Pacific Financial | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Talon Private Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASECO LLP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |