Pacer Funds Trust - CALF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 10,456,053 | 529,180 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,827,949 | 193,732 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,165,036 | 160,182 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,688,335 | 85,446 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,464,088 | 74,097 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,387,576 | 70,225 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,130,959 | 57,237 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,039,801 | 52,624 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 877,842 | 44,427 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 874,270 | 44,290 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 765,369 | 38,736 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 761,637 | 38,558 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 672,950 | 34,057 | 3.39% | 3.39% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 653,599 | 33,078 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 575,184 | 29,110 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 534,800 | 27,066 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 499,215 | 25,265 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 479,839 | 24,284 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Advisory Group LLC | History | No change | 416,688 | 21,088 | 5.01% | 5.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 399,878 | 20,237 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 398,574 | 20,171 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacer Advisors, Inc. | History | No change | 382,401 | 19,353 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 374,892 | 19,183 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 370,691 | 18,760 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 320,162 | 16,203 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 306,185 | 15,496 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 302,908 | 15,330 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 263,396 | 13,330 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 255,062 | 13,199 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 259,602 | 13,138 | 0.56% | 0.56% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 250,104 | 12,657 | 1.27% | 1.27% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Procyon Advisors, LLC | History | No change | 225,085 | 11,391 | 0.49% | 0.49% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 224,379 | 11,355 | 6.0% | 6.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 208,090 | 10,531 | 2.03% | 2.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 173,595 | 8,785 | 0.88% | 0.88% | 35 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 173,149 | 8,763 | 3.62% | 3.62% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 169,045 | 8,555 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 163,095 | 8,254 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PSI Advisors, LLC | History | No change | 157,374 | 7,964 | 1.85% | 1.85% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 126,663 | 6,410 | 0.31% | 0.31% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 111,223 | 5,629 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clarus Wealth Advisors | History | No change | 99,159 | 5,081 | 1.96% | 1.96% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Family Manage LLC | History | No change | 99,064 | 5,013 | 0.51% | 0.51% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 97,336 | 4,926 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 95,787 | 4,847 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 83,814 | 4,241 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 83,261 | 4,213 | 1.31% | 1.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 81,573 | 4,128 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 79,954 | 4,046 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 79,852 | 4,041 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 78,017 | 3,948 | 2.27% | 2.27% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 72,339 | 3,661 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Services, LLC | History | No change | 72,227 | 3,655 | 2.2% | 2.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Econ Financial Services Corp | History | No change | 71,973 | 3,642 | 1.7% | 1.7% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inlight Wealth Management, LLC | History | No change | 70,365 | 3,561 | 1.13% | 1.13% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,546 | 3,519 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 69,365 | 3,510 | 1.73% | 1.73% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Wealth LLC | History | No change | 69,036 | 3,493 | 0.5% | 0.5% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,559 | 3,419 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | No change | 66,625 | 3,371 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 66,527 | 3,366 | 1.57% | 1.57% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 65,007 | 3,289 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 63,394 | 3,208 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 63,363 | 3,206 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 62,453 | 3,160 | 1.07% | 1.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 60,332 | 3,053 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anson Capital, Inc. | History | No change | 60,266 | 3,050 | 1.98% | 1.98% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 58,521 | 2,961 | 0.34% | 0.34% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 57,858 | 2,928 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 57,592 | 2,914 | 0.44% | 0.44% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First PREMIER Bank | History | No change | 55,444 | 2,806 | 0.45% | 0.45% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 54,515 | 2,759 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 54,504 | 2,758 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 52,811 | 2,672 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 52,319 | 2,648 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 52,316 | 2,647 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 52,292 | 2,646 | 0.74% | 0.74% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 47,897 | 2,424 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 46,868 | 2,371 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Visionary Wealth Advisors | History | No change | 46,820 | 2,369 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 46,300 | 2,343 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 46,289 | 2,342 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BCS Wealth Management | History | No change | 46,047 | 2,330 | 0.42% | 0.42% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 45,628 | 2,309 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 45,413 | 2,298 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 45,115 | 2,283 | 1.03% | 1.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 44,736 | 2,264 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 43,250 | 2,188 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 42,386 | 2,145 | 0.82% | 0.82% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 41,474 | 2,098 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 41,460 | 2,098 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 40,944 | 2,072 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 39,268 | 1,987 | 0.77% | 0.77% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 38,948 | 1,971 | 0.21% | 0.21% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AlphaCore Capital LLC | History | No change | 38,523 | 1,949 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 37,345 | 1,890 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 36,627 | 1,853 | 0.33% | 0.33% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 36,075 | 1,825 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Certified Advisory Corp | History | No change | 35,627 | 1,803 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 35,364 | 1,789 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 34,492 | 1,779 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Copia Wealth Management | History | No change | 35,125 | 1,777 | 1.07% | 1.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,616 | 1,751 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,376 | 1,739 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 34,215 | 1,731 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Firestone Capital Management | History | No change | 32,194 | 1,629 | 0.3% | 0.3% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 31,041 | 1,570 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Commerce Advisors, LLC | History | No change | 30,769 | 1,557 | 0.85% | 0.85% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 30,692 | 1,553 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 30,591 | 1,548 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,358 | 1,536 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Inscription Capital, LLC | History | No change | 28,129 | 1,423 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 27,981 | 1,416 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 27,670 | 1,400 | 0.49% | 0.49% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Moors & Cabot, Inc. | History | No change | 27,131 | 1,373 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 27,002 | 1,366 | 0.2% | 0.2% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,430 | 1,337 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 26,182 | 1,325 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 25,916 | 1,311 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cushing Capital Partners, LLC | History | No change | 25,898 | 1,310 | 0.9% | 0.9% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 24,817 | 1,255 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 24,703 | 1,250 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,230 | 1,228 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 24,195 | 1,224 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 23,923 | 1,210 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 23,485 | 1,188 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 23,404 | 1,184 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KPP Advisory Services LLC | History | No change | 22,793 | 1,153 | 0.15% | 0.15% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | No change | 22,161 | 1,121 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 21,971 | 1,111 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CMC Financial Group | History | No change | 21,831 | 1,104 | 2.14% | 2.14% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | No change | 21,338 | 1,079 | 0.84% | 0.84% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEYWISE, INC. | History | No change | 21,298 | 1,077 | 0.4% | 0.4% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,559 | 1,076 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 20,780 | 1,051 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 19,936 | 1,008 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 19,895 | 1,006 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plan Group Financial, LLC | History | No change | 19,862 | 1,005 | 0.21% | 0.21% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 18,916 | 957 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 18,907 | 956 | 0.44% | 0.44% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Group Ltd | History | No change | 18,855 | 954 | 0.18% | 0.18% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JBR Co Financial Management Inc | History | No change | 18,842 | 953 | 0.35% | 0.35% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 18,447 | 933 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 18,444 | 933 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 18,167 | 919 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 17,707 | 896 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 17,669 | 894 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,615 | 891 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,582 | 889 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 17,362 | 878 | 0.53% | 0.53% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Z3 Capital Partners, LLC | History | No change | 17,328 | 876 | 0.18% | 0.18% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 17,012 | 860 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 16,994 | 860 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,526 | 836 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,356 | 827 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| E&G Advisors, LLC | History | No change | 16,295 | 824 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Assets Advisory, LLC | History | No change | 15,989 | 819 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 16,026 | 811 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 15,880 | 810 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 16,006 | 810 | 0.31% | 0.31% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WNY Asset Management, LLC | History | No change | 15,696 | 794 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| City Center Advisors, LLC | History | No change | 15,264 | 772 | 0.63% | 0.63% | 162 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 15,201 | 769 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 15,165 | 767 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,707 | 744 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carter Financial Group, INC. | History | No change | 14,423 | 729 | 0.38% | 0.38% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 13,939 | 705 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,693 | 693 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,575 | 687 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sankala Group LLC | History | No change | 12,070 | 685 | 0.46% | 0.46% | 170 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Allworth Financial LP | History | No change | 13,364 | 676 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Unified Investment Management | History | No change | 13,305 | 673 | 0.62% | 0.62% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BigSur Wealth Management LLC | History | No change | 13,100 | 662 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Key FInancial Inc | History | No change | 12,897 | 652 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,813 | 648 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 12,721 | 643 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 12,603 | 637 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12,220 | 618 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,983 | 606 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 11,563 | 585 | 0.29% | 0.29% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,532 | 583 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,487 | 581 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,459 | 579 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oder Investment Management, LLC | History | No change | 11,396 | 576 | 0.39% | 0.39% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 11,049 | 559 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 10,938 | 553 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,756 | 544 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 10,540 | 533 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 10,375 | 525 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 10,362 | 524 | 0.28% | 0.28% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,070 | 509 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,011 | 506 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 9,998 | 505 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 9,744 | 493 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,553 | 483 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 9,543 | 482 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 9,475 | 479 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 9,390 | 475 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 9,401 | 475 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,403 | 475 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nautilus Advisors LLC | History | No change | 9,071 | 469 | 0.28% | 0.28% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,246 | 467 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 9,065 | 458 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 8,865 | 458 | 0.53% | 0.53% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 8,946 | 452 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 8,872 | 449 | 0.17% | 0.17% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IF Advisors, LLC | History | No change | 8,850 | 447 | 0.29% | 0.29% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Wealth Management Group, LLC | History | No change | 8,764 | 443 | 0.14% | 0.14% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,741 | 442 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,653 | 438 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,642 | 437 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Winning Points Advisors, LLC | History | No change | 8,509 | 430 | 0.57% | 0.57% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 8,369 | 423 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 8,242 | 417 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 7,916 | 400 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 7,878 | 398 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHANNEL WEALTH LLC | History | No change | 7,837 | 396 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 7,791 | 394 | 0.18% | 0.18% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,731 | 391 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,707 | 390 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 7,701 | 389 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,700 | 389 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 7,553 | 382 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 7,491 | 379 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 7,453 | 377 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,465 | 377 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TrueWealth Advisors, LLC | History | No change | 7,408 | 374 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 7,251 | 367 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,245 | 366 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,241 | 366 | 0.15% | 0.15% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | No change | 7,219 | 365 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bravias Capital Group, LLC | History | No change | 7,228 | 365 | 0.22% | 0.22% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 7,185 | 363 | 0.22% | 0.22% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,103 | 359 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 6,994 | 353 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 6,917 | 350 | 0.15% | 0.15% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trexquant Investment LP | History | No change | 6,908 | 349 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ETF Store, Inc. | History | No change | 6,819 | 345 | 0.29% | 0.29% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6,825 | 345 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,805 | 344 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avondale Wealth Management | History | No change | 6,779 | 343 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,787 | 343 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,716 | 339 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coquina Private Wealth LLC | History | No change | 6,691 | 338 | 0.23% | 0.23% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 6,552 | 331 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Tradition Wealth Management, LLC | History | No change | 6,497 | 328 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,437 | 325 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 6,395 | 323 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Technology Partners | History | No change | 6,400 | 323 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 7,119 | 319 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 6,314 | 319 | 0.28% | 0.28% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 6,217 | 314 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 6,198 | 313 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,147 | 311 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 6,094 | 308 | 0.16% | 0.16% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 5,838 | 307 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First American Bank | History | No change | 6,000 | 303 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 5,353 | 302 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 5,913 | 299 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 5,816 | 294 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 5,775 | 292 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,775 | 292 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 5,724 | 289 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 5,694 | 288 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,635 | 285 | 0.15% | 0.15% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 5,613 | 284 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 5,585 | 282 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,546 | 280 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAXON INTERESTS, INC. | History | No change | 5,520 | 279 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weaver Consulting Group | History | No change | 5,486 | 277 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,473 | 276 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 5,430 | 274 | 0.17% | 0.17% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,323 | 269 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S.A. Mason LLC | History | No change | 5,296 | 268 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 5,250 | 265 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 5,199 | 263 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 5,190 | 262 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,158 | 261 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 5,171 | 261 | 0.13% | 0.13% | 279 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 5,143 | 260 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NBT BANK, N.A. | History | No change | 5,111 | 258 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 5,113 | 258 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 5,009 | 253 | 0.07% | 0.07% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,994 | 252 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 4,881 | 247 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 4,893 | 247 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 4,888 | 247 | 0.2% | 0.2% | 287 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BKM Wealth Management, LLC | History | No change | 4,870 | 246 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invenomic Capital Management LP | History | No change | 4,822 | 244 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,794 | 242 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | No change | 4,748 | 240 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4,747 | 240 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GWN SECURITIES INC. | History | No change | 4,665 | 236 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,656 | 235 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,654 | 235 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,610 | 233 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vann Equity Management LLC | History | No change | 4,446 | 225 | 0.14% | 0.14% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 4,416 | 223 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 4,401 | 222 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tempo Wealth, LLC | History | No change | 4,309 | 218 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 4,300 | 217 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abel Hall, LLC | History | No change | 4,285 | 216 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | Added to | 4,033 | 215 | 0.01% | 0.0% | 304 | +4,023 | 40230.0% | Q3 2026 | Oct 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,262 | 215 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 4,231 | 214 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,211 | 213 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 4,181 | 211 | 0.07% | 0.07% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Alpha, LLC | History | No change | 4,159 | 210 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 4,106 | 207 | 0.13% | 0.13% | 309 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | No change | 4,071 | 206 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 4,025 | 203 | 0.14% | 0.14% | 311 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,777 | 202 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,777 | 202 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,800 | 192 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,752 | 189 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,654 | 184 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADIRONDACK TRUST CO | History | No change | 3,194 | 161 | 0.05% | 0.05% | 317 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Monetary Solutions, Ltd | History | No change | 2,725 | 137 | 0.12% | 0.12% | 318 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,603 | 131 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Planning Strategies Inc. | History | Reduced | 2,359 | 125 | 0.07% | 0.08% | 320 | -156 | -6.2% | Q3 2026 | Oct 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,180 | 110 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Asset Dedication, LLC | History | No change | 2,076 | 105 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,988 | 100 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,638 | 82 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,504 | 76 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,425 | 72 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 1,419 | 71 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,312 | 66 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,246 | 63 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,096 | 55 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robbins Farley | History | No change | 1,062 | 53 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NVWM, LLC | History | No change | 1,000 | 50 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 50 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 960 | 48 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 898 | 45 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 895 | 45 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 856 | 43 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 827 | 41 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 772 | 39 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coastline Trust Co | History | No change | 725 | 38 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 713 | 36 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 700 | 35 | 0.04% | 0.04% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 668 | 33 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | No change | 650 | 32 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 648 | 32 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | No change | 607 | 30 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 585 | 29 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 510 | 25 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key Capital Management, INC | History | No change | 495 | 25 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 465 | 23 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBH Bank | History | No change | 460 | 23 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 441 | 22 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 424 | 21 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 405 | 20 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 372 | 18 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 328 | 16 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 302 | 15 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 294 | 14 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 263 | 13 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 275 | 13 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 249 | 12 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 225 | 11 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robinswood Financial LLC | History | No change | 224 | 11 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 210 | 10 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 187 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 169 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nemes Rush Group LLC | History | No change | 144 | 7 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 153 | 7 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Markowski Investments | History | No change | 142 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 124 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ancora Advisors LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 101 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | No change | 100 | 5 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 95 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 62 | 3 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 50 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifeSteps Financial, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trust Co | History | No change | 26 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Go Invest LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Group, LTD | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |