VANGUARD INDEX FUNDS - VXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 4,498,051 | 1,107,465 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,451,442 | 1,095,989 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,450,306 | 849,499 | 1.63% | 1.63% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,304,294 | 567,340 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,833,274 | 451,370 | 0.56% | 0.56% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,403,188 | 345,478 | 0.56% | 0.56% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,356,739 | 334,042 | 1.14% | 1.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,321,393 | 325,340 | 0.56% | 0.56% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 1,102,341 | 271,407 | 0.16% | 0.16% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,064,954 | 262,202 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,062,508 | 261,601 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,062,300 | 261,548 | 0.32% | 0.32% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,002,829 | 246,906 | 11.48% | 11.48% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 893,051 | 219,878 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 838,191 | 206,370 | 1.14% | 1.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 822,967 | 202,622 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 784,166 | 193,069 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 742,510 | 182,814 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 669,951 | 164,948 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gleason Group, Inc. | History | No change | 645,027 | 158,812 | 13.86% | 13.86% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 650,983 | 157,367 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 638,507 | 157,206 | 5.15% | 5.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 632,279 | 155,673 | 2.86% | 2.86% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEPC LLC | History | No change | 605,088 | 148,978 | 2.78% | 2.78% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 580,333 | 142,924 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 550,893 | 135,635 | 2.63% | 2.63% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 514,903 | 126,774 | 2.03% | 2.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 444,813 | 109,517 | 0.25% | 0.25% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 386,289 | 95,157 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 371,031 | 91,351 | 0.92% | 0.92% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 340,880 | 83,928 | 8.56% | 8.56% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 335,664 | 82,643 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 353,403 | 72,730 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 289,189 | 71,201 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 278,371 | 68,537 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tenon Financial LLC | History | No change | 273,536 | 67,347 | 21.67% | 21.67% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 263,792 | 64,948 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 259,693 | 63,939 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 261,653 | 63,412 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 250,920 | 61,778 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 242,018 | 59,587 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 237,457 | 58,465 | 1.84% | 1.84% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard National Trust Co | History | No change | 227,913 | 56,114 | 3.06% | 3.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 222,692 | 54,824 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 212,634 | 52,352 | 15.38% | 15.38% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blue Trust, Inc. | History | No change | 210,400 | 51,802 | 0.54% | 0.54% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 209,626 | 51,611 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| James J. Burns & Company, LLC | History | No change | 204,797 | 50,423 | 5.46% | 5.46% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HCR Wealth Advisors | History | No change | 192,946 | 47,505 | 4.25% | 4.25% | 49 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MAYPORT, LLC | History | No change | 192,454 | 47,384 | 7.35% | 7.35% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 191,481 | 47,144 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 198,535 | 46,886 | 9.14% | 9.14% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 190,267 | 46,828 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 177,002 | 43,579 | 0.55% | 0.55% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 170,932 | 42,085 | 1.08% | 1.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 169,504 | 41,733 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 166,374 | 40,962 | 3.39% | 3.39% | 57 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Private Trust Co. | History | No change | 163,353 | 40,219 | 2.23% | 2.23% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 162,397 | 39,983 | 0.38% | 0.38% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valmark Advisers, Inc. | History | No change | 148,811 | 36,638 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 145,505 | 35,528 | 3.13% | 3.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SlateStone Wealth, LLC | History | No change | 142,041 | 34,972 | 2.68% | 2.68% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Firestone Capital Management | History | No change | 141,095 | 34,738 | 6.47% | 6.47% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 140,012 | 34,472 | 0.3% | 0.3% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FC Advisory LLC | History | Added to | 135,258 | 31,329 | 8.21% | 8.75% | 65 | +1,016 | 0.76% | Q3 2026 | Oct 05, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 125,832 | 30,981 | 7.17% | 7.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 123,918 | 30,509 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 120,709 | 29,719 | 7.2% | 7.2% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 125,792 | 29,703 | 2.87% | 2.87% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 119,173 | 29,342 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Advisors / MI | History | No change | 117,968 | 29,044 | 1.76% | 1.76% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 117,214 | 28,859 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 115,027 | 28,320 | 0.8% | 0.8% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 113,133 | 27,854 | 3.53% | 3.53% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 110,162 | 27,122 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 109,789 | 27,031 | 2.19% | 2.19% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 108,688 | 26,760 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winthrop Advisory Group LLC | History | No change | 105,228 | 25,908 | 1.74% | 1.74% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 101,011 | 24,869 | 2.53% | 2.53% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 99,176 | 24,418 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 98,879 | 24,344 | 1.44% | 1.44% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Wealth LLC | History | No change | 94,675 | 23,308 | 5.33% | 5.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Buchholz LLC | History | No change | 93,644 | 23,056 | 8.31% | 8.31% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 88,767 | 21,855 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 85,655 | 21,089 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 84,873 | 20,897 | 1.27% | 1.27% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 84,670 | 20,846 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 84,163 | 20,721 | 1.39% | 1.39% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 82,765 | 20,377 | 0.35% | 0.35% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 84,498 | 20,125 | 2.64% | 2.64% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 81,196 | 19,991 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Group, LLC | History | No change | 80,902 | 19,918 | 4.06% | 4.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | No change | 77,004 | 18,959 | 0.82% | 0.82% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BESSEMER GROUP INC | History | No change | 76,289 | 18,783 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 75,777 | 18,657 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 75,730 | 18,645 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 75,162 | 18,471 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Applied Capital LLC | History | No change | 74,370 | 18,310 | 5.9% | 5.9% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 74,006 | 18,220 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 73,654 | 18,134 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 71,178 | 17,524 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affiance Financial, LLC | History | No change | 70,004 | 17,235 | 2.48% | 2.48% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 69,812 | 17,188 | 7.38% | 7.38% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,796 | 17,184 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Topsail Wealth Management, LLC | History | No change | 68,890 | 16,961 | 2.17% | 2.17% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 69,131 | 16,880 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Columbia River Financial Group, LLC | History | No change | 67,708 | 16,670 | 8.95% | 8.95% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asio Capital, LLC | History | No change | 67,153 | 16,533 | 2.12% | 2.12% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 65,927 | 16,231 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 63,741 | 15,693 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| West Financial Advisors, LLC | History | No change | 63,648 | 15,670 | 2.38% | 2.38% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 62,751 | 15,449 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Great Diamond Partners, LLC | History | No change | 61,720 | 15,196 | 2.61% | 2.61% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 66,806 | 15,109 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Segment Wealth Management, LLC | History | No change | 61,166 | 15,059 | 0.78% | 0.78% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballentine Partners, LLC | History | No change | 60,101 | 14,797 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 59,905 | 14,749 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Linscomb Wealth, Inc. | History | No change | 58,031 | 14,287 | 0.62% | 0.62% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 57,940 | 14,265 | 0.27% | 0.27% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 56,215 | 13,840 | 6.46% | 6.46% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 57,132 | 13,233 | 0.36% | 0.09% | 121 | +44,606 | 356.11% | Q3 2026 | Oct 05, 2026 |
| Fiduciary Group, LLC | History | No change | 53,748 | 13,233 | 1.04% | 1.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 53,497 | 13,171 | 4.36% | 4.36% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 52,502 | 12,926 | 0.16% | 0.16% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 50,483 | 12,429 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aurdan Capital Management, LLC | History | No change | 49,422 | 12,168 | 3.09% | 3.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 49,337 | 12,147 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Capital Management, LLC | History | No change | 49,210 | 12,045 | 3.77% | 3.77% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 48,761 | 12,005 | 0.97% | 0.97% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 48,447 | 11,928 | 8.69% | 8.69% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 48,259 | 11,881 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | No change | 49,482 | 11,835 | 0.29% | 0.29% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 47,599 | 11,719 | 0.64% | 0.64% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 46,399 | 11,423 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 54,593 | 11,328 | 0.19% | 0.19% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 45,406 | 11,179 | 0.39% | 0.39% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 44,214 | 10,886 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 43,846 | 10,795 | 2.08% | 2.08% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jessup Wealth Management, Inc | History | No change | 43,511 | 10,712 | 3.2% | 3.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pure Financial Advisors, LLC | History | No change | 43,214 | 10,639 | 0.14% | 0.14% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | No change | 42,930 | 10,569 | 5.25% | 5.25% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 42,607 | 10,490 | 6.06% | 6.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 42,267 | 10,406 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMI Advisory Services, LLC | History | No change | 42,373 | 10,371 | 1.68% | 1.68% | 144 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 41,724 | 10,273 | 0.68% | 0.68% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luminvest Wealth Management LLC | History | No change | 41,698 | 10,202 | 2.37% | 2.37% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 40,898 | 10,069 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 40,860 | 10,060 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 40,843 | 10,055 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 40,749 | 10,032 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 40,114 | 9,876 | 0.19% | 0.19% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 39,994 | 9,846 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Capital Management LLC | History | No change | 39,255 | 9,664 | 0.79% | 0.79% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Journey Beyond Wealth, LLC | History | No change | 38,795 | 9,551 | 7.46% | 7.46% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trevian Wealth Management LLC | History | No change | 38,153 | 9,394 | 4.0% | 4.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNEST PARTNERS LLC | History | No change | 38,086 | 9,377 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,554 | 9,246 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 37,552 | 9,245 | 2.46% | 2.46% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 36,892 | 9,083 | 0.37% | 0.37% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 36,406 | 8,973 | 1.3% | 1.3% | 160 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 37,015 | 8,936 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 36,253 | 8,925 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harfst & Associates, Inc. | History | No change | 36,150 | 8,900 | 1.38% | 1.38% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 35,237 | 8,675 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Group, INC/SD | History | No change | 34,818 | 8,572 | 0.98% | 0.98% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 34,411 | 8,472 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 33,605 | 8,273 | 1.3% | 1.3% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINTRA WEALTH, LLC | History | No change | 33,008 | 8,252 | 0.43% | 0.43% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 33,978 | 8,203 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 32,746 | 8,062 | 3.33% | 3.33% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 32,327 | 7,959 | 0.92% | 0.92% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compass Advisory Group LLC | History | No change | 31,610 | 7,782 | 1.85% | 1.85% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 31,610 | 7,782 | 0.52% | 0.52% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 31,257 | 7,695 | 0.16% | 0.16% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30,605 | 7,535 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 30,576 | 7,528 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICUS CAPITAL | History | No change | 30,264 | 7,451 | 0.48% | 0.48% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30,088 | 7,407 | 0.28% | 0.28% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanchez Levi Garrett | History | No change | 29,822 | 7,342 | 3.98% | 3.98% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 29,251 | 7,201 | 0.36% | 0.36% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Merit Financial Group, LLC | History | No change | 29,222 | 7,194 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 29,079 | 7,159 | 0.13% | 0.13% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 28,670 | 7,058 | 0.15% | 0.15% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 28,524 | 7,022 | 4.3% | 4.3% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Echo45 Advisors LLC | History | No change | 28,401 | 6,992 | 3.61% | 3.61% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 28,142 | 6,928 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Capital Management, LLC | History | No change | 27,776 | 6,839 | 2.33% | 2.33% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 27,541 | 6,780 | 0.17% | 0.17% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Charis Legacy Partners, LLC | History | No change | 27,350 | 6,733 | 8.28% | 8.28% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Safir Wealth Advisors, LLC | History | No change | 27,092 | 6,670 | 4.33% | 4.33% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Warwick Investment Management, Inc. | History | No change | 26,928 | 6,630 | 0.74% | 0.74% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BFSG, LLC | History | No change | 26,548 | 6,536 | 0.58% | 0.58% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 26,462 | 6,515 | 0.24% | 0.24% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,252 | 6,462 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Security National Bank | History | No change | 26,187 | 6,447 | 0.77% | 0.77% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FULTON BANK, N.A. | History | No change | 25,973 | 6,394 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MontVue Capital Management, Inc. | History | No change | 25,776 | 6,346 | 3.65% | 3.65% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 25,527 | 6,285 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,408 | 6,255 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 25,371 | 6,246 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 24,523 | 6,037 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 24,590 | 6,004 | 0.16% | 0.16% | 202 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 23,741 | 5,845 | 0.31% | 0.31% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XTX Topco Ltd | History | No change | 23,696 | 5,834 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 23,694 | 5,833 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,510 | 5,789 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,509 | 5,788 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 23,501 | 5,786 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CONNABLE OFFICE INC | History | No change | 23,496 | 5,784 | 0.51% | 0.51% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 22,929 | 5,645 | 4.18% | 4.18% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 22,413 | 5,518 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Community Bank | History | No change | 22,286 | 5,487 | 1.7% | 1.7% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 22,105 | 5,442 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 22,073 | 5,434 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STONE LOFT WEALTH MANAGEMENT LLC | History | No change | 22,574 | 5,424 | 3.09% | 3.09% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clifford Group, LLC | History | No change | 22,006 | 5,417 | 3.75% | 3.75% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 21,656 | 5,332 | 1.61% | 1.61% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 21,544 | 5,304 | 0.58% | 0.58% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 21,434 | 5,277 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 20,984 | 5,166 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coyle Financial Counsel LLC | History | No change | 20,962 | 5,161 | 0.94% | 0.94% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Management, Inc. | History | No change | 20,775 | 5,115 | 1.57% | 1.57% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 20,723 | 5,102 | 1.08% | 1.08% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Opulen Financial Group LLC | History | No change | 20,672 | 5,089 | 3.2% | 3.2% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 20,517 | 5,051 | 1.75% | 1.75% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BCS Wealth Management | History | No change | 20,020 | 4,929 | 0.89% | 0.89% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Curtis Advisory Group, LLC | History | No change | 19,923 | 4,905 | 0.95% | 0.95% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vested Financial Planning, LLC | History | No change | 19,722 | 4,855 | 3.26% | 3.26% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 19,511 | 4,803 | 2.51% | 2.51% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 19,049 | 4,690 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Financial Management LLC | History | No change | 18,353 | 4,518 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 18,274 | 4,499 | 0.47% | 0.47% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 18,210 | 4,483 | 0.53% | 0.53% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,170 | 4,473 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,974 | 4,425 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 17,920 | 4,412 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 17,862 | 4,397 | 0.22% | 0.22% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 17,611 | 4,336 | 0.17% | 0.17% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,551 | 4,321 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 17,438 | 4,293 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealth Group Ltd | History | No change | 17,388 | 4,281 | 0.82% | 0.82% | 241 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 17,281 | 4,254 | 0.09% | 0.09% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 16,814 | 4,139 | 0.22% | 0.22% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 16,594 | 4,085 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Values Added Financial LLC | History | No change | 16,363 | 4,028 | 1.45% | 1.45% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jordan Park Group LLC | History | No change | 16,014 | 3,942 | 0.2% | 0.2% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Xena Financial Planning, LLC | History | No change | 15,995 | 3,938 | 3.78% | 3.78% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15,755 | 3,879 | 2.68% | 2.68% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Partners in Financial Planning | History | No change | 15,612 | 3,843 | 0.58% | 0.58% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 15,550 | 3,828 | 0.11% | 0.11% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneAscent Family Office, LLC | History | No change | 15,538 | 3,825 | 1.93% | 1.93% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,450 | 3,803 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 15,375 | 3,785 | 0.13% | 0.13% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 15,342 | 3,777 | 0.34% | 0.34% | 254 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 15,317 | 3,771 | 2.08% | 2.08% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 15,124 | 3,723 | 0.53% | 0.53% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Five Pine Wealth Management | History | No change | 14,888 | 3,665 | 2.07% | 2.07% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| River Wealth Advisors LLC | History | No change | 14,844 | 3,654 | 0.38% | 0.38% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fullerton Advisors, LLC | History | No change | 14,465 | 3,561 | 3.33% | 3.33% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 14,251 | 3,508 | 0.29% | 0.29% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roundview Capital LLC | History | No change | 14,238 | 3,505 | 0.19% | 0.19% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stembrook Asset Management, LLC | History | No change | 14,222 | 3,501 | 3.02% | 3.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family CFO Inc | History | No change | 14,089 | 3,468 | 1.33% | 1.33% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WARNER FINANCIAL, INC | History | No change | 14,046 | 3,458 | 1.02% | 1.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 14,044 | 3,457 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,827 | 3,404 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 13,770 | 3,390 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Single Point Partners, LLC | History | No change | 13,768 | 3,389 | 0.6% | 0.6% | 268 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 13,675 | 3,366 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Zero LLC | History | No change | 13,954 | 3,342 | 1.27% | 1.27% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 13,385 | 3,295 | 2.18% | 2.18% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bestgate Wealth Advisors, LLC | History | No change | 13,352 | 3,287 | 5.24% | 5.24% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 13,325 | 3,280 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 13,110 | 3,227 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Point Inc. | History | No change | 12,979 | 3,195 | 0.27% | 0.27% | 275 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,956 | 3,189 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,905 | 3,177 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 12,898 | 3,175 | 0.27% | 0.27% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,780 | 3,146 | 0.38% | 0.38% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 12,766 | 3,143 | 2.57% | 2.57% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 12,759 | 3,141 | 0.7% | 0.7% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sellwood Investment Partners LLC | History | No change | 12,601 | 3,102 | 1.09% | 1.09% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,501 | 3,078 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | No change | 12,454 | 3,066 | 0.15% | 0.15% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 12,422 | 3,058 | 0.26% | 0.26% | 285 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | No change | 12,252 | 3,016 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 12,085 | 2,975 | 1.97% | 1.97% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 12,066 | 2,971 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 12,051 | 2,967 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,006 | 2,955 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 11,984 | 2,950 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 11,870 | 2,922 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Choate Investment Advisors | History | No change | 11,818 | 2,909 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 11,809 | 2,883 | 0.15% | 0.15% | 294 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CWS Financial Advisors, LLC | History | No change | 11,694 | 2,879 | 0.64% | 0.64% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hills Bank & Trust Co | History | No change | 11,679 | 2,875 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 11,623 | 2,861 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 11,511 | 2,834 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 11,529 | 2,830 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 11,424 | 2,812 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |