SPDR SERIES TRUST - BILS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 3,632,375 | 360,985 | 0.08% | 0.1% | 1 | -51,228 | -1.39% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 2,019,477 | 200,816 | 0.53% | 0.53% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,297,697 | 128,965 | 0.01% | 0.01% | 3 | -33,217 | -2.5% | Q2 2026 | Aug 14, 2026 |
| Miller Investment Management, LP | History | Reduced | 1,225,012 | 121,741 | 11.12% | 12.45% | 4 | -35,523 | -2.82% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,107,907 | 110,111 | 0.02% | 0.03% | 5 | -313,087 | -22.03% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | Added to | 648,966 | 64,494 | 7.76% | 7.21% | 6 | +98,573 | 17.91% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 623,564 | 61,973 | 0.07% | 0.09% | 7 | +18,810 | 3.11% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 603,234 | 59,949 | 0.01% | 0.01% | 8 | -35,428 | -5.55% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | Added to | 529,889 | 52,660 | 1.89% | 1.54% | 9 | +240,947 | 83.39% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 443,633 | 44,088 | 0.0% | 0.0% | 10 | -26,308 | -5.6% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 430,339 | 42,767 | 0.01% | 0.01% | 11 | +9,737 | 2.32% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | Reduced | 363,144 | 36,089 | 0.0% | 0.01% | 12 | -34,300 | -8.63% | Q2 2026 | Aug 13, 2026 |
| Bell Bank | History | Reduced | 362,045 | 35,980 | 1.37% | 2.52% | 13 | -236,287 | -39.49% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 360,487 | 35,825 | 0.01% | 0.01% | 14 | -85,811 | -19.23% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 353,625 | 35,143 | 5.13% | 5.74% | 15 | -7,145 | -1.98% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 345,930 | 34,378 | 0.04% | 0.05% | 16 | -7,887 | -2.23% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 336,542 | 33,445 | 0.04% | 0.04% | 17 | +51,965 | 18.26% | Q2 2026 | Jul 28, 2026 |
| One Day In July LLC | History | Added to | 329,361 | 32,731 | 2.28% | 2.61% | 18 | +1,151 | 0.35% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 277,582 | 27,585 | 0.03% | 0.03% | 19 | +9,513 | 3.55% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 262,178 | 26,055 | 0.54% | 0.86% | 20 | -103,158 | -28.24% | Q2 2026 | Jul 29, 2026 |
| PECAUT & CO. | History | Added to | 259,692 | 25,808 | 7.86% | 8.27% | 21 | +3,631 | 1.42% | Q2 2026 | Aug 03, 2026 |
| Asset One Wealth Management LLC | History | Added to | 253,471 | 25,162 | 2.66% | 2.61% | 22 | +15,918 | 6.7% | Q2 2026 | Aug 13, 2026 |
| SoundView Advisors Inc. | History | Reduced | 245,844 | 24,432 | 7.96% | 9.11% | 23 | -11,439 | -4.45% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 244,530 | 24,301 | 0.05% | 0.07% | 24 | -14,461 | -5.58% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 239,546 | 23,807 | 0.0% | 0.0% | 25 | +33,189 | 16.08% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 237,485 | 23,601 | 0.01% | 0.01% | 26 | -18,519 | -7.23% | Q2 2026 | Aug 14, 2026 |
| Peak Asset Management, LLC | History | Added to | 224,499 | 22,310 | 3.28% | 3.69% | 27 | +14,202 | 6.75% | Q2 2026 | Aug 13, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 223,630 | 22,224 | 2.13% | 3.24% | 28 | -41,789 | -15.74% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 221,556 | 22,018 | 0.14% | 0.17% | 29 | +8,458 | 3.97% | Q2 2026 | Sep 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 214,341 | 21,301 | 0.39% | 0.51% | 30 | -3,734 | -1.71% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Reduced | 212,665 | 21,134 | 0.03% | 0.03% | 31 | -29,584 | -12.21% | Q2 2026 | Aug 14, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 210,314 | 20,900 | 9.54% | 9.17% | 32 | +35,785 | 20.5% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 197,623 | 19,639 | 0.02% | 0.02% | 33 | +79,649 | 67.51% | Q2 2026 | Aug 19, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 193,985 | 19,278 | 0.68% | 0.72% | 34 | +20,677 | 11.93% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 185,409 | 18,425 | 0.05% | 0.11% | 35 | -126,349 | -40.53% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 184,858 | 18,371 | 0.56% | 0.64% | 36 | -5,298 | -2.79% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 181,292 | 18,016 | 0.03% | 0.02% | 37 | +50,798 | 38.93% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 168,695 | 16,764 | 0.01% | 0.01% | 38 | -12,205 | -6.75% | Q2 2026 | Aug 12, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 163,150 | 16,213 | 6.32% | 7.64% | 39 | +3,584 | 2.25% | Q2 2026 | Aug 06, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 158,075 | 15,709 | 2.23% | 2.41% | 40 | +4,317 | 2.81% | Q2 2026 | Aug 06, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 145,546 | 14,464 | 5.53% | 5.96% | 41 | +10,190 | 7.53% | Q2 2026 | Jul 27, 2026 |
| Treasure Coast Financial Planning | History | Added to | 143,209 | 14,232 | 6.94% | 7.23% | 42 | +1,912 | 1.35% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Reduced | 139,796 | 13,892 | 0.01% | 0.02% | 43 | -44,855 | -24.29% | Q2 2026 | Aug 12, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 132,170 | 13,135 | 11.02% | 12.97% | 44 | -40,050 | -23.26% | Q2 2026 | Jul 21, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 131,967 | 13,114 | 6.29% | 7.29% | 45 | -9,539 | -6.74% | Q2 2026 | Aug 05, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 127,056 | 12,626 | 6.47% | 7.19% | 46 | +781 | 0.62% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 119,241 | 11,850 | 0.07% | 0.1% | 47 | -39,258 | -24.77% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 113,920 | 11,321 | 0.23% | 0.31% | 48 | +32,815 | 40.46% | Q2 2026 | Aug 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 113,143 | 11,244 | 0.4% | 0.45% | 49 | -6,053 | -5.08% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 112,959 | 11,225 | 1.37% | 1.59% | 50 | -507 | -0.45% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 109,475 | 10,879 | 1.74% | 1.04% | 51 | +46,320 | 73.34% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 106,404 | 10,574 | 0.02% | 0.02% | 52 | +33,088 | 45.13% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 102,348 | 10,171 | 0.05% | 0.07% | 53 | -44,453 | -30.28% | Q2 2026 | Aug 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 101,141 | 10,051 | 6.54% | 7.2% | 54 | -4,658 | -4.4% | Q2 2026 | Jul 29, 2026 |
| NDWM LLC | History | Reduced | 98,197 | 9,758 | 5.73% | 7.23% | 55 | -13,899 | -12.4% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 94,191 | 9,360 | 0.01% | 0.01% | 56 | +4,918 | 5.51% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 86,277 | 8,574 | 0.09% | 0.1% | 57 | +3,944 | 4.79% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 84,209 | 8,368 | 0.01% | 0.02% | 58 | -111,915 | -57.06% | Q2 2026 | Aug 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 77,724 | 7,724 | 2.7% | 3.48% | 59 | -10,665 | -12.07% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,761 | 7,529 | 0.01% | 0.01% | 60 | +10,131 | 15.44% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 71,451 | 7,100 | 0.06% | 0.07% | 61 | -5,278 | -6.88% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 67,817 | 6,739 | 0.03% | 0.03% | 62 | +6,958 | 11.43% | Q2 2026 | Jul 27, 2026 |
| Carr Financial Group Corp | History | Added to | 66,140 | 6,573 | 1.51% | 1.34% | 63 | +14,995 | 29.32% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 65,709 | 6,530 | 0.18% | 0.22% | 64 | -7,189 | -9.86% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 65,179 | 6,477 | 0.06% | 0.07% | 65 | +2,609 | 4.17% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | Reduced | 64,801 | 6,439 | 0.28% | 0.36% | 66 | -9,153 | -12.38% | Q2 2026 | Jul 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 64,106 | 6,370 | 0.93% | 1.19% | 67 | -18,836 | -22.71% | Q2 2026 | Aug 10, 2026 |
| Samara Investment Management, LLC | History | Reduced | 61,803 | 6,141 | 5.65% | 6.43% | 68 | -558 | -0.89% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 58,374 | 5,801 | 1.13% | 2.26% | 69 | -38,369 | -39.66% | Q2 2026 | Jul 23, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Reduced | 58,289 | 5,792 | 2.9% | 6.7% | 70 | -65,907 | -53.07% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Added to | 57,445 | 5,708 | 0.23% | 0.25% | 71 | +3,288 | 6.07% | Q2 2026 | Aug 10, 2026 |
| Choate Investment Advisors | History | Reduced | 55,232 | 5,488 | 0.1% | 0.13% | 72 | -11,789 | -17.59% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 53,611 | 5,328 | 0.01% | 0.01% | 73 | -2,323 | -4.15% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 53,418 | 5,308 | 0.1% | 0.12% | 74 | +1,673 | 3.23% | Q2 2026 | Jul 15, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 52,463 | 5,213 | 0.82% | 0.93% | 75 | -4,267 | -7.52% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 52,269 | 5,194 | 0.13% | 0.14% | 76 | -1,387 | -2.58% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 52,218 | 5,189 | 0.02% | 0.02% | 77 | +19,118 | 57.76% | Q2 2026 | Aug 11, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 47,846 | 4,754 | 2.86% | — | 78 | +47,846 | New | Q2 2026 | Jul 27, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 47,397 | 4,713 | 2.9% | 2.9% | 79 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 47,222 | 4,692 | 0.05% | 0.07% | 80 | -4,001 | -7.81% | Q2 2026 | Aug 12, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 46,581 | 4,629 | 0.16% | 0.18% | 81 | -677 | -1.43% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 45,054 | 4,477 | 0.08% | 0.09% | 82 | +377 | 0.84% | Q2 2026 | Jul 09, 2026 |
| HM PAYSON & CO | History | Reduced | 43,282 | 4,301 | 0.06% | 0.06% | 83 | -850 | -1.93% | Q2 2026 | Jul 17, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 42,906 | 4,263 | 2.31% | 2.48% | 84 | -41,586 | -49.22% | Q2 2026 | Jul 23, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 42,827 | 4,247 | 1.57% | 3.61% | 85 | -38,099 | -47.08% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 41,134 | 4,087 | 0.0% | 0.0% | 86 | -56,179 | -57.73% | Q2 2026 | Aug 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 40,770 | 4,051 | 0.16% | 0.2% | 87 | -3,638 | -8.19% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 40,402 | 4,015 | 0.04% | 0.05% | 88 | -1,213 | -2.91% | Q2 2026 | Jul 28, 2026 |
| Carrera Capital Advisors | History | Reduced | 38,849 | 3,860 | 0.57% | 0.64% | 89 | -3,181 | -7.57% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,670 | 3,843 | 0.04% | 0.05% | 90 | -8,871 | -18.66% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | Reduced | 37,183 | 3,695 | 0.01% | 0.02% | 91 | -55,375 | -59.83% | Q2 2026 | Aug 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 35,499 | 3,527 | 3.04% | 3.28% | 92 | -757 | -2.09% | Q2 2026 | Aug 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 34,759 | 3,454 | 0.13% | 0.2% | 93 | -9,951 | -22.26% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 33,795 | 3,358 | 0.17% | 0.19% | 94 | +162 | 0.48% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 33,735 | 3,352 | 0.04% | 0.05% | 95 | -6,231 | -15.59% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 33,271 | 3,306 | 0.18% | 0.21% | 96 | -376 | -1.12% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | Reduced | 32,741 | 3,253 | 0.11% | 0.14% | 97 | -3,328 | -9.23% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 32,730 | 3,252 | 0.01% | 0.02% | 98 | -8,894 | -21.37% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 32,008 | 3,180 | 0.01% | 0.01% | 99 | +61 | 0.19% | Q2 2026 | Aug 11, 2026 |
| Portland Global Advisors LLC | History | Reduced | 31,429 | 3,123 | 0.3% | 0.43% | 100 | -8,718 | -21.72% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | Reduced | 30,375 | 3,012 | 0.85% | 1.27% | 101 | -9,221 | -23.29% | Q2 2026 | Jul 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 29,969 | 2,978 | 0.27% | 0.32% | 102 | -411 | -1.35% | Q2 2026 | Jul 23, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 28,298 | 2,809 | 0.6% | 0.56% | 104 | +2,975 | 11.75% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,273 | 2,809 | 0.01% | 0.01% | 103 | +1,354 | 5.03% | Q2 2026 | Aug 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 28,192 | 2,801 | 1.52% | 6.84% | 105 | -87,096 | -75.55% | Q2 2026 | Jul 27, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 27,231 | 2,706 | 0.16% | 0.19% | 106 | -7,379 | -21.32% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 26,725 | 2,655 | 0.04% | 0.07% | 107 | -5,844 | -17.94% | Q2 2026 | Jul 31, 2026 |
| HRT FINANCIAL LP | History | New | 26,702 | 2,653 | 0.0% | — | 108 | +26,702 | New | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | Reduced | 26,391 | 2,622 | 0.05% | 0.06% | 109 | -373 | -1.39% | Q2 2026 | Aug 07, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 26,335 | 2,617 | 0.61% | 0.57% | 110 | +4,242 | 19.2% | Q2 2026 | Jul 13, 2026 |
| Weaver Capital Management LLC | History | No change | 25,252 | 2,511 | 0.55% | 0.54% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,250 | 2,509 | 0.03% | 0.03% | 112 | +4,490 | 21.63% | Q2 2026 | Jul 28, 2026 |
| Traub Capital Management LLC | History | Added to | 25,068 | 2,491 | 2.22% | 2.42% | 113 | +552 | 2.25% | Q2 2026 | Jul 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 24,640 | 2,448 | 0.36% | 0.44% | 114 | +1,853 | 8.13% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 23,217 | 2,438 | 0.01% | 0.01% | 115 | +5,732 | 32.78% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 23,911 | 2,376 | 0.05% | 0.06% | 116 | +16 | 0.07% | Q2 2026 | Jul 17, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 23,793 | 2,364 | 0.64% | 2.26% | 117 | -41,797 | -63.72% | Q2 2026 | Jul 23, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 22,747 | 2,260 | 1.62% | 2.11% | 118 | -1,810 | -7.37% | Q2 2026 | Aug 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 21,553 | 2,141 | 0.04% | 0.05% | 119 | -43 | -0.2% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,018 | 1,989 | 0.0% | 0.0% | 120 | +4,550 | 29.42% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 19,514 | 1,940 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 18,976 | 1,885 | 1.22% | 1.16% | 122 | +1,949 | 11.45% | Q2 2026 | Jul 24, 2026 |
| Values First Advisors, Inc. | History | Added to | 18,807 | 1,869 | 0.85% | 0.87% | 123 | +1,939 | 11.5% | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | Reduced | 18,000 | 1,788 | 0.98% | 2.35% | 124 | -21,362 | -54.27% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | Added to | 17,982 | 1,787 | 0.02% | 0.02% | 125 | +1,111 | 6.59% | Q2 2026 | Jul 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 17,857 | 1,775 | 0.18% | 0.21% | 126 | -691 | -3.73% | Q2 2026 | Jul 16, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 17,614 | 1,750 | 0.18% | 0.23% | 127 | -1,374 | -7.24% | Q2 2026 | Jul 28, 2026 |
| TFR Capital, LLC. | History | Reduced | 17,210 | 1,710 | 0.48% | 0.57% | 128 | -1,591 | -8.46% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 17,079 | 1,697 | 0.03% | 0.03% | 129 | +2,280 | 15.41% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,883 | 1,678 | 0.04% | 0.17% | 130 | -41,986 | -71.32% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,674 | 1,657 | 0.02% | 0.02% | 131 | +1,875 | 12.67% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 16,029 | 1,592 | 0.01% | 0.01% | 132 | -11,968 | -42.75% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,916 | 1,581 | 0.07% | 0.09% | 133 | -242 | -1.5% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,616 | 1,552 | 0.02% | 0.02% | 134 | +3,704 | 31.09% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | Added to | 15,476 | 1,538 | 0.06% | 0.03% | 135 | +9,072 | 141.66% | Q2 2026 | Aug 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 15,314 | 1,521 | 0.13% | 0.16% | 136 | -1,062 | -6.49% | Q2 2026 | Jul 14, 2026 |
| Patten Group, Inc. | History | Reduced | 14,503 | 1,441 | 0.22% | 0.36% | 137 | -6,113 | -29.65% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 14,439 | 1,434 | 0.06% | 0.06% | 138 | +220 | 1.55% | Q2 2026 | Jul 24, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 14,366 | 1,427 | 0.21% | 0.27% | 139 | -2,358 | -14.1% | Q2 2026 | Jul 29, 2026 |
| Carnegie Investment Counsel | History | New | 14,227 | 1,413 | 0.03% | — | 140 | +14,227 | New | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,169 | 1,408 | 0.02% | 0.02% | 141 | +2,450 | 20.91% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | Added to | 13,866 | 1,378 | 0.0% | 0.0% | 143 | +635 | 4.8% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,876 | 1,378 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 13,703 | 1,361 | 0.03% | 0.05% | 144 | -2,299 | -14.37% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 13,394 | 1,331 | 0.46% | 2.66% | 145 | -57,372 | -81.07% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | Added to | 13,331 | 1,324 | 0.08% | 0.08% | 146 | +1,000 | 8.11% | Q2 2026 | Jul 29, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 13,253 | 1,317 | 0.4% | 0.67% | 147 | -6,005 | -31.18% | Q2 2026 | Jul 16, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,204 | 1,312 | 0.04% | 0.04% | 148 | +2,705 | 25.76% | Q2 2026 | Jul 31, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 12,837 | 1,275 | 0.97% | 0.25% | 149 | +10,093 | 367.82% | Q2 2026 | Jul 30, 2026 |
| Lynx Investment Advisory | History | Added to | 12,757 | 1,267 | 0.42% | 0.39% | 150 | +4,627 | 56.91% | Q2 2026 | Jul 27, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 12,709 | 1,263 | 0.11% | 0.15% | 151 | -2,315 | -15.41% | Q2 2026 | Jul 16, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 11,924 | 1,184 | 0.25% | 0.39% | 152 | -5,254 | -30.59% | Q2 2026 | Jul 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 11,789 | 1,171 | 0.54% | 0.56% | 153 | +694 | 6.26% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,782 | 1,170 | 0.04% | 0.04% | 154 | +1,716 | 17.05% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 11,637 | 1,156 | 0.02% | 0.03% | 155 | -1,030 | -8.13% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 11,302 | 1,123 | 0.23% | 0.39% | 156 | -4,037 | -26.32% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,991 | 1,092 | 0.0% | 0.0% | 157 | +578 | 5.55% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 10,919 | 1,085 | 0.16% | 0.09% | 158 | +5,563 | 103.86% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 10,701 | 1,063 | 0.07% | 0.06% | 159 | +1,564 | 17.12% | Q2 2026 | Aug 12, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 10,201 | 1,013 | 0.4% | 0.21% | 160 | +5,585 | 120.99% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 10,121 | 1,006 | 0.17% | 0.17% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,063 | 1,000 | 0.04% | — | 162 | +10,063 | New | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 10,047 | 998 | 0.31% | 0.28% | 163 | +2,353 | 30.58% | Q2 2026 | Jul 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 9,745 | 968 | 0.09% | 0.1% | 164 | +315 | 3.34% | Q2 2026 | Jul 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 9,414 | 935 | 0.09% | 0.19% | 165 | -7,400 | -44.01% | Q2 2026 | Jul 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 9,188 | 913 | 0.11% | 0.16% | 166 | -3,237 | -26.05% | Q2 2026 | Jul 27, 2026 |
| Pacific Point Advisors, LLC | History | Reduced | 9,117 | 905 | 0.41% | 0.53% | 167 | -906 | -9.04% | Q2 2026 | Jul 24, 2026 |
| Collier Financial | History | Reduced | 9,073 | 901 | 0.62% | 0.75% | 168 | -858 | -8.64% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 9,040 | 898 | 0.03% | 0.05% | 169 | -751 | -7.67% | Q2 2026 | Aug 17, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 9,036 | 897 | 0.28% | 0.4% | 170 | -3,132 | -25.74% | Q2 2026 | Aug 12, 2026 |
| XXI WEALTH, LLC | History | Added to | 8,836 | 878 | 0.4% | 0.47% | 171 | +428 | 5.09% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 8,580 | 853 | 0.32% | 0.32% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 8,580 | 852 | 0.29% | 0.32% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ducere Wealth Management LLC | History | New | 8,540 | 848 | 0.25% | — | 174 | +8,540 | New | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,454 | 840 | 0.0% | 0.01% | 175 | -7,735 | -47.78% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,270 | 821 | 0.02% | 0.03% | 176 | +75 | 0.92% | Q2 2026 | Jul 06, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 8,064 | 801 | 0.11% | 0.22% | 177 | -7,878 | -49.42% | Q2 2026 | Jul 20, 2026 |
| KPP Advisory Services LLC | History | Added to | 8,020 | 797 | 0.1% | 0.08% | 178 | +2,551 | 46.64% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,900 | 785 | 0.01% | 0.0% | 179 | +5,028 | 175.07% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 7,864 | 781 | 0.03% | 0.11% | 180 | -11,680 | -59.76% | Q2 2026 | Aug 06, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 7,845 | 779 | 0.52% | 0.52% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 7,763 | 771 | 0.4% | — | 182 | +7,763 | New | Q2 2026 | Jul 07, 2026 |
| Transcendent Capital Group LLC | History | Added to | 7,626 | 757 | 0.29% | 0.34% | 183 | +17 | 0.22% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 7,592 | 753 | 0.01% | 0.02% | 184 | -964 | -11.27% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,427 | 738 | 0.05% | 0.06% | 185 | -275 | -3.57% | Q2 2026 | Jul 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 7,208 | 716 | 0.12% | 0.14% | 186 | -352 | -4.66% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 6,992 | 694 | 0.13% | 0.13% | 187 | +833 | 13.52% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 6,885 | 684 | 0.01% | — | 188 | +6,885 | New | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | Reduced | 6,755 | 671 | 0.06% | 0.09% | 189 | -2,810 | -29.38% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | Reduced | 6,745 | 670 | 0.02% | 0.03% | 190 | -1,114 | -14.17% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,680 | 663 | 0.01% | 0.02% | 191 | -307 | -4.39% | Q2 2026 | Aug 14, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 6,461 | 642 | 0.41% | 0.44% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | Reduced | 6,395 | 635 | 0.27% | 0.43% | 193 | -2,518 | -28.25% | Q2 2026 | Aug 07, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 6,100 | 606 | 0.36% | 0.52% | 194 | -2,149 | -26.05% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,064 | 602 | 0.0% | — | 195 | +6,064 | New | Q2 2026 | Aug 14, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 5,990 | 595 | 0.38% | 0.45% | 196 | -162 | -2.63% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,950 | 591 | 0.01% | 0.08% | 197 | -57,262 | -90.59% | Q2 2026 | Aug 14, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,767 | 573 | 0.36% | 0.45% | 198 | -710 | -10.96% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,593 | 555 | 0.02% | 0.02% | 199 | -675 | -10.77% | Q2 2026 | Jul 07, 2026 |
| JT Stratford LLC | History | No change | 5,490 | 545 | 0.06% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,454 | 542 | 0.02% | 0.04% | 201 | -2,986 | -35.38% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,286 | 525 | 0.0% | 0.0% | 202 | +3,637 | 220.56% | Q2 2026 | Jul 27, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,251 | 521 | 0.21% | 0.28% | 203 | -275 | -4.98% | Q2 2026 | Aug 06, 2026 |
| Gibbs Wealth Management | History | No change | 5,203 | 517 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,088 | 505 | 0.07% | 0.07% | 205 | +44 | 0.87% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 5,050 | 501 | 0.0% | 0.0% | 206 | -2,469 | -32.84% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,659 | 462 | 0.01% | 0.01% | 207 | +1,276 | 37.72% | Q2 2026 | Aug 05, 2026 |
| Outbound Financial Inc | History | Reduced | 4,623 | 459 | 0.3% | 0.41% | 208 | -851 | -15.55% | Q2 2026 | Jul 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 4,597 | 456 | 0.01% | 0.01% | 209 | -910 | -16.52% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,507 | 447 | 0.0% | 0.0% | 210 | +1,073 | 31.25% | Q2 2026 | Jul 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 4,372 | 434 | 0.02% | 0.02% | 211 | +1,250 | 40.04% | Q2 2026 | Aug 07, 2026 |
| SteelPeak Wealth, LLC | History | New | 4,323 | 429 | 0.01% | — | 212 | +4,323 | New | Q2 2026 | Jul 13, 2026 |
| Premier Private Wealth Management LLC | History | Reduced | 4,294 | 426 | 0.37% | 0.49% | 213 | -400 | -8.52% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,259 | 423 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | Added to | 4,155 | 412 | 0.02% | 0.02% | 215 | +36 | 0.87% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,019 | 399 | 0.01% | 0.04% | 216 | -10,807 | -72.89% | Q2 2026 | Jul 24, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 4,025 | 399 | 0.15% | 0.17% | 217 | +36 | 0.9% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,012 | 398 | 0.0% | 0.0% | 218 | +961 | 31.5% | Q2 2026 | Jul 13, 2026 |
| Claro Advisors Inc. | History | Added to | 3,994 | 396 | 0.04% | 0.04% | 219 | +261 | 6.99% | Q2 2026 | Jul 30, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 3,975 | 395 | 0.15% | 0.19% | 220 | -500 | -11.17% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,964 | 393 | 0.03% | — | 221 | +3,964 | New | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 3,850 | 382 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 3,840 | 381 | 0.01% | 0.01% | 223 | -799 | -17.22% | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,816 | 379 | 0.01% | 0.01% | 224 | -640 | -14.36% | Q2 2026 | Jul 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,810 | 378 | 0.12% | 0.15% | 225 | -376 | -8.98% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,800 | 377 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 3,800 | 377 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,658 | 363 | 0.04% | 0.06% | 228 | -1,564 | -29.95% | Q2 2026 | Jul 09, 2026 |
| SPROTT INC. | History | Added to | 3,520 | 349 | 0.01% | 0.01% | 229 | +220 | 6.67% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,393 | 337 | 0.01% | 0.01% | 230 | +4 | 0.12% | Q2 2026 | Aug 10, 2026 |
| Kings Path Partners LLC | History | Reduced | 3,260 | 323 | 0.09% | 0.12% | 231 | -365 | -10.07% | Q2 2026 | Jul 14, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 3,180 | 316 | 0.41% | 0.4% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GAMMA Investing LLC | History | Added to | 3,114 | 309 | 0.01% | 0.01% | 233 | +1,672 | 115.95% | Q2 2026 | Jul 07, 2026 |
| Diversify Advisory Services, LLC | History | New | 3,106 | 308 | 0.01% | — | 234 | +3,106 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 3,106 | 308 | 0.01% | — | 235 | +3,106 | New | Q2 2026 | Jul 29, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 3,000 | 298 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 2,756 | 273 | 0.07% | 0.09% | 237 | -22 | -0.79% | Q2 2026 | Jul 30, 2026 |
| Summit Financial, LLC | History | Reduced | 2,597 | 258 | 0.0% | 0.0% | 238 | -49 | -1.85% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | Reduced | 2,539 | 252 | 0.01% | 0.02% | 239 | -1,539 | -37.74% | Q2 2026 | Jul 23, 2026 |
| Hofer & Associates. Inc | History | No change | 2,534 | 251 | 0.12% | 0.13% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invst, LLC | History | Added to | 2,517 | 250 | 0.02% | 0.03% | 241 | +16 | 0.64% | Q2 2026 | Aug 14, 2026 |
| Councilor Wealth, LLC | History | Added to | 2,512 | 249 | 0.1% | 0.12% | 242 | +4 | 0.16% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,503 | 248 | 0.0% | — | 243 | +2,503 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 2,462 | 240 | 0.06% | 0.06% | 244 | -175 | -6.64% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,411 | 239 | 0.01% | 0.01% | 245 | +9 | 0.37% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Added to | 2,397 | 238 | 0.0% | 0.0% | 246 | +121 | 5.32% | Q2 2026 | Aug 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,371 | 235 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 2,320 | 230 | 0.03% | 0.03% | 248 | +155 | 7.16% | Q2 2026 | Aug 06, 2026 |
| Aviance Capital Partners, LLC | History | New | 2,279 | 226 | 0.02% | — | 249 | +2,279 | New | Q2 2026 | Jul 30, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,266 | 225 | 0.06% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CacheTech Inc. | History | Added to | 2,250 | 223 | 0.04% | 0.04% | 251 | +7 | 0.31% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | New | 2,236 | 222 | 0.0% | — | 252 | +2,236 | New | Q2 2026 | Aug 13, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 2,233 | 221 | 0.1% | — | 253 | +2,233 | New | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 2,167 | 215 | 0.0% | 0.0% | 254 | -5,749 | -72.63% | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | New | 2,078 | 206 | 0.03% | — | 255 | +2,078 | New | Q2 2026 | Aug 11, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 2,039 | 202 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Destination Wealth Management | History | Reduced | 2,016 | 200 | 0.0% | 0.01% | 257 | -353 | -14.9% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,568 | 155 | 0.0% | 0.01% | 258 | -2,825 | -64.31% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,463 | 145 | 0.0% | 0.0% | 259 | -7,353 | -83.41% | Q2 2026 | Aug 03, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,413 | 140 | 0.01% | 0.01% | 260 | +77 | 5.76% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,280 | 127 | 0.01% | 0.02% | 261 | -760 | -37.25% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 1,024 | 101 | 0.0% | 0.0% | 262 | +951 | 1302.74% | Q2 2026 | Aug 13, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | New | 1,009 | 100 | 0.03% | — | 263 | +1,009 | New | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 892 | 88 | 0.09% | 0.08% | 264 | +146 | 19.57% | Q2 2026 | Jul 29, 2026 |
| Holos Integrated Wealth LLC | History | No change | 697 | 69 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Luminist Capital LLC | History | Reduced | 627 | 62 | 0.07% | 0.18% | 266 | -710 | -53.1% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 499 | 49 | 0.02% | 0.02% | 267 | -8 | -1.58% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 441 | 43 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 300 | 29 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pflug Koory, LLC | History | Added to | 271 | 26 | 0.01% | 0.01% | 270 | +2 | 0.74% | Q2 2026 | Jul 21, 2026 |
| Tidemark, LLC | History | No change | 259 | 25 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 216 | 21 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LifeSteps Financial, Inc. | History | New | 200 | 19 | 0.01% | — | 273 | +200 | New | Q2 2026 | Jul 17, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 167 | 16 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 153 | 15 | 0.0% | 0.0% | 275 | -36 | -19.05% | Q2 2026 | Jul 13, 2026 |
| Basepoint Wealth LLC | History | New | 144 | 14 | 0.01% | — | 276 | +144 | New | Q2 2026 | Aug 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 9 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trust Co | History | New | 80 | 7 | 0.0% | — | 278 | +80 | New | Q2 2026 | Jul 10, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | New | 57 | 5 | 0.01% | — | 279 | +57 | New | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 44 | 4 | 0.0% | — | 281 | +44 | New | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 50 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ASSETMARK, INC | History | New | 18 | 1 | 0.0% | — | 284 | +18 | New | Q2 2026 | Jul 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -140,166 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.1% | — | -96,792 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,338 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,216 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advyzon Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,945 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,222 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,978 | -100.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,650 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,619 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,310 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,214 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,169 | -100.0% | Q2 2026 | Jul 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -980 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -625 | -100.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10 | 0 | — | 0.0% | — | -16 | -61.54% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 20, 2026 |