SPDR SERIES TRUST - CWB
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 | 2,588,077 | 279,046 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,004,950 | 216,173 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Howard Capital Management, LLC | History | No change | 1,993,096 | 214,895 | 2.56% | 2.56% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 1,628,253 | 175,558 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,524,239 | 164,343 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,496,947 | 161,400 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,274,155 | 137,379 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,231,810 | 132,813 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,215,879 | 131,097 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 813,427 | 87,702 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 743,030 | 80,113 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 736,701 | 79,431 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 684,479 | 73,800 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goodman Advisory Group, LLC | History | No change | 526,030 | 56,716 | 13.04% | 13.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 489,822 | 52,812 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 422,729 | 45,578 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 389,739 | 42,022 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 365,834 | 39,444 | 0.28% | 0.28% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Wealth Map LLC | History | No change | 388,508 | 38,225 | 17.37% | 17.37% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 354,204 | 38,190 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 285,367 | 30,768 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | No change | 272,048 | 29,247 | 0.32% | 0.32% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 257,100 | 27,720 | 0.7% | 0.7% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 246,300 | 26,556 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Wealth Advisors LLC | History | No change | 238,819 | 25,749 | 2.69% | 2.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIL Ltd | History | No change | 221,301 | 23,860 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 210,502 | 22,696 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Watch Advisors, INC | History | No change | 206,138 | 22,225 | 7.21% | 7.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Estate Counselors, LLC | History | No change | 205,995 | 22,210 | 1.91% | 1.91% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 200,000 | 21,564 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 195,723 | 21,104 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DV Trading LLC | History | No change | 185,314 | 19,980 | 0.66% | 0.66% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 183,756 | 19,812 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XML Financial, LLC | History | No change | 181,451 | 19,564 | 1.42% | 1.42% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 170,089 | 18,338 | 1.33% | 1.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 173,886 | 18,299 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 167,842 | 18,096 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 197,512 | 18,076 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 167,023 | 18,008 | 0.62% | 0.62% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 160,012 | 17,258 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 158,314 | 17,069 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 145,164 | 15,651 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 137,965 | 14,875 | 4.0% | 4.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMG National Trust Bank | History | No change | 133,948 | 14,442 | 0.3% | 0.3% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 130,601 | 14,081 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 130,573 | 14,078 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | No change | 129,764 | 13,991 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 123,700 | 13,337 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 121,883 | 13,141 | 8.48% | 8.48% | 49 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 121,472 | 13,097 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | No change | 119,630 | 12,898 | 4.55% | 4.55% | 51 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 117,874 | 12,709 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 112,862 | 12,168 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 112,765 | 12,158 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial & Tax Architects, LLC | History | No change | 107,263 | 11,565 | 2.44% | 2.44% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paulson Wealth Management Inc. | History | No change | 99,629 | 10,741 | 2.28% | 2.28% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 97,663 | 10,530 | 1.03% | 1.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Advisors / MI | History | No change | 93,235 | 10,052 | 0.61% | 0.61% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 91,417 | 9,482 | 4.93% | 4.93% | 59 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 87,800 | 9,466 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 87,183 | 9,400 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Partners, LLC | History | Added to | 90,673 | 9,174 | 5.65% | 6.3% | 62 | +2,259 | 2.56% | Q3 2026 | Oct 06, 2026 |
| Windsor Capital Management, LLC | History | No change | 80,797 | 8,711 | 2.26% | 2.26% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Advisors Preferred, LLC | History | No change | 83,103 | 8,674 | 1.34% | 1.34% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 79,482 | 8,569 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 76,433 | 8,241 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 75,853 | 8,178 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIN ADVISORS, INC | History | No change | 74,914 | 8,077 | 2.88% | 2.88% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 74,053 | 7,984 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 72,762 | 7,845 | 0.68% | 0.68% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkos Global Advisors | History | No change | 72,474 | 7,814 | 0.93% | 0.93% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 70,636 | 7,615 | 0.15% | 0.15% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finward Bancorp | History | No change | 70,187 | 7,567 | 5.74% | 5.74% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 69,683 | 7,514 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 69,628 | 7,507 | 4.3% | 4.3% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 68,917 | 7,430 | 1.33% | 1.33% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Petix & Botte Co | History | No change | 68,652 | 7,401 | 1.49% | 1.49% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | No change | 68,474 | 7,382 | 2.27% | 2.27% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,355 | 7,262 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baron Financial Group, LLC | History | Reduced | 71,101 | 7,194 | 3.5% | 3.68% | 80 | -475 | -0.66% | Q3 2026 | Oct 09, 2026 |
| HMS Capital Management, LLC | History | No change | 65,653 | 7,078 | 2.65% | 2.65% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| David J Yvars Group | History | Added to | 69,141 | 6,995 | 3.21% | 3.31% | 82 | +4,064 | 6.24% | Q3 2026 | Oct 09, 2026 |
| Private Advisor Group, LLC | History | No change | 62,798 | 6,770 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooper Capital Advisors LLC | History | No change | 62,491 | 6,737 | 2.92% | 2.92% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 61,924 | 6,676 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUE Private Wealth Advisors | History | No change | 61,307 | 6,610 | 0.57% | 0.57% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 61,032 | 6,580 | 0.26% | 0.26% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 60,443 | 6,263 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 57,353 | 6,183 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | No change | 56,752 | 6,119 | 0.35% | 0.35% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 56,719 | 6,115 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 56,264 | 6,066 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 55,574 | 5,992 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Florin Court Capital LLP | History | No change | 54,395 | 5,864 | 9.58% | 9.58% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Guardian Capital, LLC | History | No change | 54,212 | 5,845 | 4.78% | 4.78% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 53,987 | 5,820 | 0.97% | 0.97% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 53,234 | 5,739 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 53,167 | 5,732 | 4.12% | 4.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | No change | 52,032 | 5,610 | 2.81% | 2.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewSquare Capital LLC | History | No change | 51,420 | 5,544 | 0.41% | 0.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 51,236 | 5,524 | 2.13% | 2.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 50,490 | 5,443 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Management, LLC | History | No change | 50,263 | 5,420 | 2.12% | 2.12% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 46,441 | 5,007 | 2.63% | 2.63% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidal Investments LLC | History | No change | 46,441 | 5,000 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | No change | 45,740 | 4,931 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 44,282 | 4,774 | 0.37% | 0.37% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 42,853 | 4,620 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRUDENTIAL PLC | History | No change | 42,790 | 4,613 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIM, LLC | History | No change | 42,656 | 4,599 | 0.59% | 0.59% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 42,986 | 4,434 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 39,742 | 4,285 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,267 | 4,248 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 38,128 | 4,110 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 38,165 | 4,089 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 37,666 | 4,061 | 0.8% | 0.8% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 37,207 | 4,011 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 36,752 | 3,962 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Emissary Wealth LLC | History | No change | 36,502 | 3,935 | 3.0% | 3.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optivise Advisory Services LLC | History | No change | 36,172 | 3,900 | 1.98% | 1.98% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 36,163 | 3,899 | 1.59% | 1.59% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 35,303 | 3,806 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HF Advisory Group, LLC | History | Added to | 36,344 | 3,677 | 1.1% | 1.16% | 123 | +1,553 | 4.46% | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 33,718 | 3,635 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 35,612 | 3,603 | 1.45% | 1.53% | 125 | +2,316 | 6.96% | Q3 2026 | Oct 08, 2026 |
| Graetz Wealth LLC | History | No change | 33,213 | 3,580 | 2.86% | 2.86% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 33,160 | 3,575 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McAdam, LLC | History | No change | 32,612 | 3,516 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 32,411 | 3,494 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,208 | 3,472 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,200 | 3,471 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 31,418 | 3,387 | 1.28% | 1.28% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mosley Wealth Management | History | No change | 31,376 | 3,382 | 1.08% | 1.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mount Lucas Management LP | History | No change | 30,600 | 3,299 | 1.18% | 1.18% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 30,368 | 3,274 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powell Investment Advisors, LLC | History | No change | 30,317 | 3,268 | 1.03% | 1.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,132 | 3,248 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 29,986 | 3,233 | 0.38% | 0.38% | 138 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Hudson Portfolio Management LLC | History | No change | 29,967 | 3,231 | 2.44% | 2.44% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 29,693 | 3,201 | 0.27% | 0.27% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 29,627 | 3,194 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 29,584 | 3,189 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisory Group LLC | History | No change | 29,182 | 3,146 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 28,928 | 3,119 | 1.45% | 1.45% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 28,575 | 3,080 | 0.88% | 0.88% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thrive Capital Management, LLC | History | No change | 27,730 | 2,989 | 0.56% | 0.56% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 26,815 | 2,891 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 25,873 | 2,790 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,584 | 2,758 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,305 | 2,728 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 25,130 | 2,709 | 2.01% | 2.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | No change | 25,063 | 2,702 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | No change | 24,535 | 2,645 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 23,729 | 2,558 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,670 | 2,552 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, LLC | History | No change | 25,910 | 2,549 | 0.17% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Disciplined Investments, LLC | History | No change | 23,446 | 2,527 | 0.82% | 0.82% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 23,100 | 2,490 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 22,921 | 2,471 | 0.91% | 0.91% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Everstar Asset Management, LLC | History | No change | 22,450 | 2,420 | 1.17% | 1.17% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | No change | 21,857 | 2,356 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 21,845 | 2,355 | 0.59% | 0.59% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,116 | 2,338 | 0.02% | 0.01% | 163 | +11,593 | 100.61% | Q3 2026 | Oct 08, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 21,609 | 2,329 | 0.81% | 0.81% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,479 | 2,315 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BURNS J W & CO INC/NY | History | No change | 21,088 | 2,273 | 0.24% | 0.24% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 20,972 | 2,261 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 20,690 | 2,230 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 20,651 | 2,226 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 20,578 | 2,218 | 0.36% | 0.36% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 20,550 | 2,215 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 20,526 | 2,213 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 20,371 | 2,196 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 20,053 | 2,162 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 20,000 | 2,156 | 1.32% | 1.32% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Montecito Bank & Trust | History | Added to | 20,978 | 2,122 | 0.32% | 0.34% | 176 | +24 | 0.11% | Q3 2026 | Oct 01, 2026 |
| Mariner, LLC | History | No change | 19,488 | 2,101 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,461 | 2,098 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 19,289 | 2,079 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 19,237 | 2,074 | 0.19% | 0.19% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 19,093 | 2,058 | 0.49% | 0.49% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 18,789 | 2,025 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 18,295 | 1,972 | 0.49% | 0.49% | 183 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,023 | 1,943 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 17,724 | 1,911 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 17,638 | 1,901 | 0.47% | 0.47% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 18,743 | 1,896 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,075 | 1,840 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ignite Planners, LLC | History | No change | 16,700 | 1,804 | 0.25% | 0.25% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 16,720 | 1,802 | 0.54% | 0.54% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 17,528 | 1,778 | 0.17% | 0.17% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 16,480 | 1,776 | 0.44% | 0.44% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 16,302 | 1,757 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXS Investments LLC | History | No change | 16,025 | 1,727 | 0.49% | 0.49% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farrell Financial LLC | History | No change | 15,981 | 1,723 | 0.93% | 0.93% | 195 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,544 | 1,675 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 15,915 | 1,652 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 14,950 | 1,611 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 14,825 | 1,598 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 14,651 | 1,579 | 0.95% | 0.95% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 14,647 | 1,579 | 1.34% | 1.34% | 201 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 14,647 | 1,579 | 1.34% | 1.34% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 14,621 | 1,576 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 14,533 | 1,566 | 0.32% | 0.32% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,500 | 1,563 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 14,431 | 1,555 | 0.31% | 0.31% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 14,272 | 1,538 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 14,037 | 1,513 | 0.29% | 0.29% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 13,918 | 1,500 | 0.22% | 0.22% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 13,869 | 1,495 | 1.26% | 1.26% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,753 | 1,482 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Worth Asset Management, LLC | History | Reduced | 14,317 | 1,448 | 0.42% | 0.59% | 212 | -2,769 | -16.21% | Q3 2026 | Oct 07, 2026 |
| VestGen Advisors, LLC | History | No change | 13,241 | 1,427 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,224 | 1,425 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 13,908 | 1,407 | 0.95% | 1.06% | 215 | -320 | -2.25% | Q3 2026 | Oct 09, 2026 |
| Investment Management Trust, LLC | History | No change | 12,948 | 1,396 | 1.25% | 1.25% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,911 | 1,392 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 12,764 | 1,376 | 0.37% | 0.37% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 12,615 | 1,360 | 0.63% | 0.63% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 12,488 | 1,346 | 0.83% | 0.83% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,357 | 1,331 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 12,123 | 1,307 | 1.26% | 1.26% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 12,129 | 1,307 | 0.97% | 0.97% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 12,129 | 1,307 | 0.33% | 0.33% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Herold Advisors, Inc. | History | No change | 11,925 | 1,287 | 0.25% | 0.25% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Patten Group, Inc. | History | No change | 11,874 | 1,280 | 0.2% | 0.2% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 1,186,000 | 1,279 | 0.59% | 0.59% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| M3 Advisory Group, LLC | History | No change | 11,355 | 1,224 | 0.63% | 0.63% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,087 | 1,195 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 11,000 | 1,186 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 11,006 | 1,186 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 11,566 | 1,170 | 0.12% | 0.12% | 232 | +16 | 0.14% | Q3 2026 | Oct 09, 2026 |
| Investors Research Corp | History | Reduced | 11,546 | 1,168 | 0.21% | 0.24% | 233 | -970 | -7.75% | Q3 2026 | Oct 07, 2026 |
| VestGen Investment Management | History | No change | 10,769 | 1,161 | 0.62% | 0.62% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 10,753 | 1,159 | 0.7% | 0.7% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTRUST BANK NA | History | No change | 10,725 | 1,156 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,706 | 1,154 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | No change | 10,682 | 1,151 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 10,498 | 1,131 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,531 | 1,128 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 10,407 | 1,122 | 0.24% | 0.24% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 10,414 | 1,122 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Purpose Unlimited Inc. | History | No change | 10,292 | 1,108 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 10,258 | 1,106 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Targeted Financial Services LLC | History | No change | 10,240 | 1,104 | 0.81% | 0.81% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 10,234 | 1,103 | 0.4% | 0.4% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Towerpoint Wealth, LLC | History | No change | 10,210 | 1,100 | 0.38% | 0.38% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stablepoint Partners, LLC | History | No change | 10,072 | 1,085 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,951 | 1,072 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,884 | 1,065 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,861 | 1,063 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,794 | 1,055 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 9,761 | 1,052 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 9,659 | 1,041 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,544 | 1,029 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 9,228 | 994 | 0.6% | 0.6% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 9,219 | 993 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,102 | 981 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | No change | 9,500 | 961 | 0.49% | 0.54% | 259 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,906 | 960 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,909 | 960 | 1.75% | 1.75% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sidoxia Capital Management, LLC | History | No change | 8,704 | 938 | 0.69% | 0.69% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,683 | 936 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RCW Management, LLC | History | No change | 8,639 | 931 | 0.83% | 0.83% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROCKLAND TRUST CO | History | No change | 9,090 | 919 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 8,449 | 911 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Financial Group LLC | History | No change | 8,455 | 911 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,407 | 906 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 8,356 | 900 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | No change | 8,345 | 899 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PW Nova Financial Services LLC | History | No change | 8,317 | 896 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 8,275 | 892 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,241 | 888 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Telos Capital Management, Inc. | History | No change | 8,221 | 886 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SK Wealth Management, LLC | History | No change | 8,361 | 866 | 0.2% | 0.2% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 8,079 | 855 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,925 | 854 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,728 | 833 | 0.52% | 0.52% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,670 | 826 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 7,645 | 824 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REYL & Cie S.A. | History | No change | 8,830 | 810 | 0.93% | 0.93% | 281 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Laraway Financial Advisors Inc | History | No change | 7,375 | 795 | 0.48% | 0.48% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 7,088 | 764 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 7,089 | 764 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Retireful, LLC | History | Added to | 7,531 | 761 | 0.66% | 0.35% | 285 | +4,048 | 116.22% | Q3 2026 | Oct 08, 2026 |
| Trajan Wealth LLC | History | No change | 7,053 | 760 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 7,007 | 755 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 7,487 | 754 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 6,835 | 736 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 6,811 | 734 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Trust Co | History | No change | 6,815 | 734 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,772 | 730 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,754 | 728 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,739 | 725 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 6,600 | 711 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,550 | 706 | 0.4% | 0.4% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,535 | 704 | 0.23% | 0.23% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 6,425 | 692 | 0.21% | 0.21% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 6,400 | 690 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 6,405 | 686 | 0.74% | 0.74% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 6,183 | 666 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAP Partners, LLC | History | No change | 6,186 | 666 | 0.33% | 0.33% | 302 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,088 | 656 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 6,086 | 656 | 0.49% | 0.49% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Annex Advisory Services, LLC | History | No change | 6,020 | 649 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TFB Advisors LLC | History | No change | 6,018 | 648 | 0.29% | 0.29% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 977 | 646 | 0.05% | 0.05% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 6,107 | 632 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | No change | 5,780 | 623 | 0.16% | 0.16% | 309 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,783 | 623 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ERn Financial, LLC | History | No change | 5,630 | 606 | 0.1% | 0.1% | 311 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,605 | 604 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kovack Advisors, Inc. | History | No change | 5,714 | 604 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 5,418 | 584 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5,401 | 582 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 5,357 | 577 | 0.18% | 0.18% | 316 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,289 | 570 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,281 | 569 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 5,267 | 567 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | No change | 5,512 | 557 | 0.04% | 0.04% | 320 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 5,125 | 552 | 0.4% | 0.4% | 321 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 5,109 | 550 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,100 | 549 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,047 | 544 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | No change | 5,040 | 543 | 0.04% | 0.04% | 325 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,955 | 534 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,949 | 533 | 0.07% | 0.07% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 4,906 | 529 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 4,835 | 521 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 4,749 | 512 | 0.39% | 0.39% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF STOCKTON | History | No change | 4,700 | 506 | 0.14% | 0.14% | 331 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,732 | 500 | 0.03% | 0.03% | 332 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eagle Strategies LLC | History | No change | 4,616 | 497 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCentric Advisors LLC | History | No change | 4,579 | 493 | 0.42% | 0.42% | 334 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,571 | 492 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,555 | 491 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old Port Advisors | History | No change | 4,534 | 488 | 0.1% | 0.1% | 337 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Faithward Advisors, LLC | History | No change | 4,516 | 486 | 0.06% | 0.06% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,467 | 481 | 0.11% | 0.11% | 339 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | No change | 4,426 | 477 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 4,423 | 476 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Copia Wealth Management | History | No change | 4,352 | 469 | 0.28% | 0.28% | 342 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,542 | 460 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,542 | 460 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,299 | 454 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Embree Financial Group | History | No change | 4,209 | 453 | 0.05% | 0.05% | 346 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 4,174 | 450 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simmons Bank | History | No change | 4,090 | 440 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 4,080 | 439 | 0.35% | 0.35% | 349 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SELDON CAPITAL LP | History | No change | 4,068 | 438 | 0.14% | 0.14% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | No change | 4,048 | 436 | 0.07% | 0.07% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Capital Management LLC | History | No change | 4,000 | 431 | 0.13% | 0.13% | 352 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,000 | 431 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,000 | 431 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,958 | 426 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CPC Advisors, LLC | History | No change | 3,944 | 425 | 0.06% | 0.06% | 356 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,929 | 423 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,838 | 413 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,804 | 410 | 0.25% | 0.25% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hobart Private Capital, LLC | History | No change | 3,796 | 409 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,763 | 405 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,749 | 404 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | No change | 3,680 | 396 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,643 | 392 | 0.1% | 0.1% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 3,620 | 390 | 0.06% | 0.06% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,618 | 390 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focused Wealth Management, Inc | History | No change | 3,616 | 389 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 3,789 | 388 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,576 | 385 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,794 | 383 | 0.03% | 0.03% | 371 | -55 | -1.43% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,553 | 383 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 3,510 | 378 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Network Inc. | History | No change | 3,499 | 377 | 0.1% | 0.1% | 373 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,416 | 368 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 3,368 | 363 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,370 | 363 | 0.08% | 0.08% | 376 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,345 | 360 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 3,535 | 357 | 0.03% | 0.39% | 378 | -45,745 | -92.83% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 3,306 | 356 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,297 | 355 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 3,280 | 353 | 0.2% | 0.2% | 381 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invst, LLC | History | No change | 3,164 | 341 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schwallier Wealth Management LLC | History | No change | 3,157 | 340 | 0.21% | 0.21% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,105 | 334 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 3,036 | 327 | 0.17% | 0.17% | 385 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Breakwater Capital Group | History | Reduced | 3,206 | 324 | 0.04% | 0.04% | 386 | -4 | -0.12% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,992 | 323 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | No change | 3,000 | 323 | 0.13% | 0.13% | 388 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Urban Wealth Management, LLC | History | No change | 2,995 | 322 | 0.28% | 0.28% | 389 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,180 | 321 | 0.01% | 0.01% | 391 | -277 | -8.01% | Q3 2026 | Oct 08, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,984 | 321 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westmount Partners, LLC | History | No change | 2,961 | 319 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Berger Financial Group, Inc | History | No change | 2,934 | 316 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,928 | 315 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,926 | 315 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,909 | 313 | 0.05% | 0.05% | 396 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 2,860 | 308 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 2,842 | 306 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 93 Financial Group, LLC | History | No change | 2,804 | 302 | 0.12% | 0.12% | 399 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,798 | 301 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 2,793 | 301 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 2,787 | 300 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,746 | 296 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,750 | 296 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPoint Financial, LLC | History | No change | 2,749 | 296 | 0.22% | 0.22% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 2,715 | 292 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 2,674 | 288 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,597 | 280 | 0.07% | 0.07% | 408 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 2,589 | 279 | 0.1% | 0.1% | 409 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 2,498 | 269 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 2,487 | 268 | 0.1% | 0.1% | 411 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,477 | 267 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 2,480 | 267 | 0.08% | 0.08% | 413 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 2,423 | 261 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bogart Wealth, LLC | History | No change | 2,411 | 259 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,410 | 259 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 2,381 | 256 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triton Financial Group Inc | History | No change | 2,379 | 256 | 0.15% | 0.15% | 418 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vertex Planning Partners, LLC | History | No change | 2,373 | 255 | 0.04% | 0.04% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,370 | 255 | 0.14% | 0.14% | 420 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,317 | 249 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 2,285 | 246 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 2,250 | 242 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keel Point, LLC | History | No change | 2,214 | 238 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 2,319 | 234 | 0.01% | 0.03% | 425 | -7,822 | -77.13% | Q3 2026 | Oct 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 2,165 | 233 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lavaca Capital LLC | History | No change | 2,169 | 233 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 2,154 | 232 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Old North State Trust, LLC | History | No change | 2,138 | 231 | 0.12% | 0.12% | 429 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,149 | 231 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,140 | 230 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,125 | 229 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Americana Partners, LLC | History | No change | 2,097 | 226 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PMG Wealth Management, Inc. | History | No change | 2,100 | 226 | 0.14% | 0.14% | 434 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global View Capital Management LLC | History | No change | 2,079 | 224 | 0.05% | 0.05% | 435 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,074 | 223 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BTS Asset Management, Inc. | History | No change | 2,039 | 219 | 0.46% | 0.46% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,020 | 218 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Port Capital LLC | History | No change | 2,025 | 218 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,021 | 217 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,014 | 217 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,017 | 217 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 2,009 | 216 | 0.05% | 0.05% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,003 | 215 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 2,000 | 215 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 2,000 | 215 | 0.07% | 0.07% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | No change | 1,983 | 213 | 0.13% | 0.13% | 447 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Investments, LLC | History | No change | 1,935 | 208 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 1,901 | 204 | 0.02% | 0.02% | 449 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,900 | 204 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 1,886 | 203 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Portside Wealth Group, LLC | History | No change | 1,890 | 203 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 1,877 | 202 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,882 | 202 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 1,868 | 201 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,859 | 200 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Calder Financial LLC | History | No change | 1,856 | 200 | 0.19% | 0.19% | 457 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,843 | 198 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 1,810 | 195 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,697 | 182 | 0.07% | 0.07% | 460 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,608 | 173 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 10Elms LLP | History | No change | 1,551 | 167 | 0.07% | 0.07% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,434 | 156 | 0.04% | 0.04% | 463 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,427 | 153 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GK Wealth Management LLC | History | New | 1,509 | 152 | 0.09% | — | 465 | +1,509 | New | Q3 2026 | Oct 09, 2026 |
| EASTERN BANK | History | No change | 1,500 | 151 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| United Community Bank | History | No change | 1,357 | 146 | 0.05% | 0.05% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 1,337 | 144 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,324 | 142 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 1,300 | 140 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,305 | 140 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 1,373 | 139 | 0.0% | 0.0% | 472 | -20 | -1.44% | Q3 2026 | Oct 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,284 | 138 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,196 | 128 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EPG Wealth Management LLC | History | No change | 1,088 | 117 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Group, LTD | History | No change | 1,067 | 115 | 0.03% | 0.03% | 476 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arlington Trust Co LLC | History | No change | 1,000 | 107 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 939 | 101 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 946 | 101 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 930 | 100 | 0.03% | 0.03% | 480 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 931 | 100 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dunhill Financial, LLC | History | No change | 935 | 100 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 926 | 99 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 909 | 98 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 894 | 96 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bullock Wealth Management Group | History | Added to | 949 | 95 | 0.04% | 0.04% | 486 | +3 | 0.32% | Q3 2026 | Oct 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 814 | 87 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 813 | 82 | 0.03% | — | 489 | +813 | New | Q3 2026 | Oct 07, 2026 |
| UNION SAVINGS BANK | History | No change | 764 | 82 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 717 | 77 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 700 | 75 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robbins Farley | History | No change | 651 | 70 | 0.03% | 0.03% | 492 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 658 | 66 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 645 | 65 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 594 | 64 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Independence Bank of Kentucky | History | No change | 600 | 64 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BAYBAN | History | No change | 600 | 64 | 0.05% | 0.05% | 497 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 569 | 61 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 570 | 61 | 0.06% | 0.06% | 499 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 539 | 58 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 544 | 58 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 535 | 57 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kroeger Financial Partners | History | No change | 536 | 57 | 0.06% | 0.06% | 503 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roxbury Financial LLC | History | Added to | 557 | 56 | 0.04% | 0.05% | 504 | +1 | 0.18% | Q3 2026 | Oct 01, 2026 |
| Front Row Advisors LLC | History | No change | 540 | 55 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 503 | 54 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Luminist Capital LLC | History | No change | 480 | 51 | 0.06% | 0.06% | 507 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 492 | 49 | 0.01% | 0.01% | 508 | -370 | -42.92% | Q3 2026 | Oct 07, 2026 |
| Forum Finance Group S.A. | History | No change | 550 | 48 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 430 | 46 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 429 | 46 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 426 | 45 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 416 | 44 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 400 | 43 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 383 | 41 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 374 | 40 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 339 | 36 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Pacific Financial | History | No change | 332 | 35 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COUNTRY TRUST BANK | History | No change | 324 | 34 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Benson Wealth Management INC | History | No change | 304 | 32 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| High Point Wealth Management, LLC | History | No change | 288 | 31 | 0.03% | 0.03% | 521 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 284 | 30 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 274 | 29 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 267 | 28 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First PREMIER Bank | History | No change | 250 | 27 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 240 | 25 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Solstein Capital, LLC | History | No change | 240 | 25 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 225 | 24 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | New | 221 | 22 | 0.0% | — | 530 | +221 | New | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 210 | 22 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 200 | 21 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 199 | 21 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 198 | 21 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TD Capital Management LLC | History | No change | 188 | 20 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 175 | 18 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 170 | 18 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 164 | 17 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 160 | 17 | 0.02% | 0.02% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pflug Koory, LLC | History | No change | 151 | 16 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 145 | 15 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 139 | 14 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 130 | 14 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 139 | 14 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 117 | 12 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 115 | 12 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Park Square Financial Group, LLC | History | No change | 107 | 11 | 0.1% | 0.1% | 546 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 116 | 11 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 102 | 10 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 10 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | No change | 100 | 10 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 97 | 10 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 87 | 9 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 76 | 8 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 80 | 8 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Sunrise Financial Services, LLC | History | No change | 83 | 8 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 75 | 8 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 67 | 7 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Manchester Capital Management LLC | History | No change | 71 | 7 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 66 | 7 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Trust Asset Management, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | No change | 50 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grove Bank & Trust | History | Reduced | 49 | 4 | 0.0% | 0.0% | 564 | -151 | -75.5% | Q3 2026 | Oct 08, 2026 |
| NFSG Corp | History | No change | 39 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -24,072 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,771 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tidemark, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |