LITMAN GREGORY FUNDS TRUST - DBMF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 21,263,572 | 650,877 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,158,383 | 369,250 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 9,877,154 | 302,339 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,426,088 | 104,872 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,799,608 | 85,024 | 0.57% | 0.57% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,580,853 | 78,999 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,028,720 | 62,099 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | No change | 1,511,668 | 46,272 | 2.57% | 2.57% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidal Investments LLC | History | No change | 1,390,852 | 42,573 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,257,839 | 38,502 | 2.18% | 2.18% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,124,767 | 34,429 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,078,914 | 33,025 | 3.02% | 3.02% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Edge Wealth Management LLC | History | No change | 1,064,312 | 32,578 | 5.48% | 5.48% | 13 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,050,572 | 32,157 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 968,970 | 29,660 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 955,584 | 29,248 | 0.23% | 0.23% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 953,743 | 29,194 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 760,768 | 23,287 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 754,052 | 23,074 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROCKLAND TRUST CO | History | No change | 695,808 | 21,298 | 0.84% | 0.84% | 20 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | No change | 690,416 | 21,133 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 680,379 | 20,826 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 638,441 | 19,542 | 4.14% | 4.14% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Penserra Capital Management LLC | History | No change | 556,210 | 17,025 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 552,973 | 16,926 | 3.28% | 3.28% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 534,485 | 16,360 | 7.36% | 7.36% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 511,925 | 15,670 | 1.55% | 1.55% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 504,693 | 15,448 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evelyn Partners Group Ltd | History | No change | 501,057 | 15,337 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 478,909 | 14,783 | 3.12% | 3.12% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prentice Wealth Management LLC | History | No change | 453,578 | 13,884 | 2.87% | 2.87% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 452,775 | 13,859 | 2.33% | 2.33% | 32 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 428,464 | 13,115 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 411,429 | 12,593 | 0.98% | 0.98% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GTS SECURITIES LLC | History | No change | 405,513 | 12,412 | 0.26% | 0.26% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 353,455 | 10,819 | 4.71% | 4.71% | 36 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 346,631 | 10,589 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Professional Financial Advisors, LLC | History | No change | 335,666 | 10,274 | 1.78% | 1.78% | 38 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 335,248 | 10,261 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 311,885 | 9,677 | 0.65% | 0.65% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Scarborough Advisors, LLC | History | No change | 313,922 | 9,675 | 1.11% | 1.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 313,579 | 9,598 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leelyn Smith, LLC | History | No change | 310,003 | 9,489 | 1.15% | 1.15% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambria Investment Management, L.P. | History | No change | 307,913 | 9,425 | 0.47% | 0.47% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 297,499 | 9,106 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 268,036 | 8,204 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMA Wealth Management, LLC | History | No change | 240,522 | 7,362 | 4.71% | 4.71% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 238,206 | 7,291 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 234,002 | 7,162 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 222,799 | 6,819 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LS Investment Advisors, LLC | History | No change | 216,670 | 6,632 | 0.9% | 0.9% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empire Financial Management Company, LLC | History | No change | 216,006 | 6,611 | 2.62% | 2.62% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 213,173 | 6,525 | 3.62% | 3.62% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Empowered Funds, LLC | History | No change | 211,930 | 6,487 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 210,816 | 6,453 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Innova Wealth Partners | History | No change | 206,423 | 6,318 | 2.59% | 2.59% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CSS LLC/IL | History | No change | 205,764 | 6,298 | 0.25% | 0.25% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 195,951 | 5,998 | 5.6% | 5.6% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fermata Advisors, LLC | History | No change | 193,737 | 5,930 | 1.2% | 1.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 191,166 | 5,851 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 181,207 | 5,546 | 3.24% | 3.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 175,093 | 5,359 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 170,990 | 5,234 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beacon Capital Management, Inc. | History | No change | 166,801 | 5,105 | 0.31% | 0.31% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 164,695 | 5,041 | 0.18% | 0.18% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 162,287 | 4,968 | 0.44% | 0.44% | 66 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Canal Capital Management, LLC | History | No change | 156,209 | 4,781 | 0.58% | 0.58% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kroeger Financial Partners | History | No change | 156,208 | 4,781 | 4.62% | 4.62% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elyxium Wealth, LLC | History | No change | 153,596 | 4,701 | 0.49% | 0.49% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENTREWEALTH, LLC | History | No change | 150,140 | 4,645 | 1.72% | 1.72% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 151,459 | 4,635 | 2.31% | 2.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 149,900 | 4,588 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Investment Partners | History | No change | 148,674 | 4,550 | 2.45% | 2.45% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | No change | 147,007 | 4,499 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 138,844 | 4,250 | 2.47% | 2.47% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 138,409 | 4,236 | 3.03% | 3.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rubicon Advisors, GP | History | No change | 137,009 | 4,193 | 3.05% | 3.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trademark Financial Management, LLC | History | No change | 135,356 | 4,143 | 1.7% | 1.7% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 134,765 | 4,125 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altiora Financial Group, LLC | History | No change | 133,389 | 4,083 | 0.64% | 0.64% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 130,944 | 4,008 | 0.7% | 0.7% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | No change | 130,921 | 4,007 | 1.72% | 1.72% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASPIRIANT, LLC | History | No change | 123,644 | 3,784 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 120,867 | 3,699 | 0.34% | 0.34% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 120,703 | 3,694 | 0.27% | 0.27% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 117,384 | 3,593 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARWA LLC | History | No change | 111,671 | 3,448 | 1.43% | 1.43% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 108,060 | 3,307 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 107,098 | 3,278 | 1.37% | 1.37% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 105,888 | 3,241 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fairman Group, LLC | History | No change | 105,300 | 3,223 | 2.53% | 2.53% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 103,341 | 3,163 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 101,525 | 3,107 | 1.97% | 1.97% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MKD WEALTH COACHES, LLC | History | No change | 100,670 | 3,081 | 2.63% | 2.63% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 100,229 | 3,068 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 98,510 | 3,015 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 93,218 | 2,853 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | No change | 92,844 | 2,841 | 1.39% | 1.39% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 90,797 | 2,779 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | No change | 90,085 | 2,757 | 1.82% | 1.82% | 100 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 88,492 | 2,708 | 1.64% | 1.64% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Forum Finance Group S.A. | History | No change | 108,120 | 2,674 | 0.96% | 0.96% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 85,308 | 2,611 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 83,866 | 2,567 | 0.51% | 0.51% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 82,444 | 2,523 | 0.17% | 0.17% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth High Governance Asset Management Ltda. | History | No change | 80,250 | 2,456 | 0.26% | 0.26% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 80,170 | 2,454 | 0.24% | 0.24% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 79,685 | 2,439 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SteelPeak Wealth, LLC | History | No change | 78,326 | 2,397 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 72,003 | 2,342 | 0.17% | 0.14% | 110 | +11,771 | 19.54% | Q3 2026 | Oct 01, 2026 |
| Kovack Advisors, Inc. | History | No change | 73,318 | 2,243 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 72,628 | 2,223 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 71,114 | 2,176 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 68,836 | 2,107 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 68,484 | 2,096 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 66,783 | 2,044 | 0.29% | 0.29% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 65,445 | 2,003 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 62,394 | 1,909 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 61,113 | 1,870 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E&G Advisors, LLC | History | No change | 58,637 | 1,794 | 0.35% | 0.35% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 57,665 | 1,765 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PMV Capital Advisers, LLC | History | No change | 57,501 | 1,760 | 2.64% | 2.64% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 55,811 | 1,708 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 53,954 | 1,687 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 53,954 | 1,687 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | No change | 54,104 | 1,656 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 53,830 | 1,647 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 51,990 | 1,591 | 1.37% | 1.37% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Preferred, LLC | History | No change | 52,371 | 1,588 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 51,863 | 1,587 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 51,666 | 1,581 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 51,501 | 1,576 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 50,625 | 1,549 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Columbus Macro, LLC | History | No change | 50,223 | 1,537 | 0.15% | 0.15% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Worth Asset Management, LLC | History | No change | 49,825 | 1,525 | 0.49% | 0.49% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 48,386 | 1,481 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 47,526 | 1,454 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optivise Advisory Services LLC | History | No change | 47,262 | 1,446 | 0.73% | 0.73% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 46,635 | 1,427 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 46,068 | 1,408 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 45,658 | 1,397 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 44,967 | 1,376 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 44,853 | 1,372 | 0.21% | 0.21% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 44,794 | 1,371 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42,641 | 1,305 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 42,246 | 1,293 | 0.8% | 0.8% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 40,647 | 1,244 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 39,068 | 1,195 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 38,922 | 1,191 | 0.68% | 0.68% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 38,012 | 1,163 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 36,633 | 1,121 | 0.34% | 0.34% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | No change | 36,185 | 1,107 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 35,899 | 1,098 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Latitude Advisors, LLC | History | No change | 34,580 | 1,058 | 0.42% | 0.42% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,358 | 1,051 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, LLC | History | No change | 33,805 | 1,034 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | No change | 32,744 | 1,002 | 0.57% | 0.57% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 31,988 | 979 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Guardian Capital, LLC | History | No change | 30,828 | 943 | 0.77% | 0.77% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 4J Wealth Management LLC | History | No change | 30,723 | 940 | 0.46% | 0.46% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 30,654 | 938 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Essential Partners LLC | History | No change | 30,571 | 935 | 0.43% | 0.43% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | No change | 29,787 | 911 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Visionary Wealth Advisors | History | No change | 29,731 | 910 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 29,727 | 909 | 0.58% | 0.58% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blueprint Investment Partners LLC | History | No change | 28,961 | 886 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 28,961 | 886 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 28,713 | 878 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| City Center Advisors, LLC | History | No change | 27,008 | 826 | 0.67% | 0.67% | 169 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 27,181 | 825 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 26,749 | 818 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AmeriServ Wealth Advisors | History | No change | 25,846 | 791 | 0.53% | 0.53% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 25,830 | 791 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heron Bay Capital Management | History | No change | 25,614 | 784 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 25,447 | 778 | 0.17% | 0.17% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 25,149 | 769 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 25,096 | 768 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 24,958 | 762 | 0.5% | 0.5% | 178 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| First Growth Capital LLC | History | No change | 24,171 | 739 | 0.56% | 0.56% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 22,979 | 703 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 22,769 | 696 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entelevest, LLC | History | No change | 22,606 | 691 | 0.59% | 0.59% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ares Financial Consulting, LLC | History | No change | 22,547 | 690 | 0.5% | 0.5% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Frontier Asset Management, LLC | History | No change | 22,538 | 689 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | No change | 22,488 | 688 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 22,460 | 687 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 21,701 | 664 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,340 | 653 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,763 | 639 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 20,558 | 624 | 0.68% | 0.68% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 19,719 | 603 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,560 | 598 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 19,515 | 597 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marex Group Ltd | History | No change | 19,500 | 596 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 19,296 | 591 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 18,982 | 581 | 0.24% | 0.24% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 18,951 | 580 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 18,094 | 554 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 17,536 | 536 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 17,409 | 532 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 17,281 | 528 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 17,156 | 524 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 17,086 | 523 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWLE & CO | History | No change | 17,007 | 520 | 0.18% | 0.18% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,855 | 516 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 16,678 | 510 | 0.27% | 0.27% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 16,591 | 507 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 16,506 | 505 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trajan Wealth LLC | History | No change | 16,406 | 502 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 16,332 | 499 | 0.38% | 0.38% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bellecapital International Ltd. | History | No change | 16,291 | 498 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mutual Advisors, LLC | History | No change | 15,830 | 484 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ryan Investment Management, Inc. | History | No change | 15,755 | 482 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Frankly Finances, LLC | History | No change | 15,440 | 472 | 0.37% | 0.37% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 15,259 | 467 | 0.16% | 0.16% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signet Private Wealth LLC | History | No change | 15,203 | 465 | 0.37% | 0.37% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 14,877 | 455 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ignite Planners, LLC | History | No change | 14,750 | 452 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 14,728 | 450 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 14,671 | 449 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 14,636 | 448 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 14,481 | 443 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 14,038 | 429 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,898 | 425 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 13,692 | 419 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,516 | 413 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,494 | 413 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHS Financial, LLC | History | No change | 12,172 | 372 | 0.15% | 0.15% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 12,149 | 371 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 12,060 | 369 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 12,033 | 368 | 0.16% | 0.16% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,000 | 367 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 11,997 | 367 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 11,963 | 366 | 0.2% | 0.2% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | No change | 11,890 | 363 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 11,765 | 360 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verum Partners LLC | History | No change | 11,789 | 360 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisor Resource Council | History | No change | 11,732 | 359 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 11,640 | 356 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,554 | 353 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 11,521 | 352 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XTX Topco Ltd | History | No change | 11,356 | 347 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 11,161 | 341 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,100 | 339 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 11,018 | 337 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 10,748 | 328 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Interchange Capital Partners, LLC | History | No change | 10,727 | 328 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 10,603 | 324 | 0.09% | 0.09% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | No change | 10,425 | 319 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 10,361 | 317 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 10,316 | 315 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 10,278 | 314 | 0.23% | 0.23% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Firestone Capital Management | History | No change | 10,065 | 308 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 9,992 | 305 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighPoint Advisor Group LLC | History | No change | 9,655 | 295 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 9,400 | 287 | 0.18% | 0.18% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 8,590 | 266 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 8,523 | 260 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madison Wealth Partners, Inc | History | No change | 8,281 | 253 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 8,197 | 250 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BigSur Wealth Management LLC | History | No change | 8,080 | 247 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 8,000 | 244 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Able Wealth Management LLC | History | No change | 7,912 | 242 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 7,728 | 236 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,708 | 235 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 7,522 | 230 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Encompass More Asset Management | History | No change | 7,468 | 228 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 7,467 | 226 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 7,401 | 226 | 0.09% | 0.09% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bravias Capital Group, LLC | History | No change | 7,403 | 226 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 7,025 | 215 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,708 | 205 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vigilare Wealth Management | History | No change | 6,718 | 205 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 6,697 | 204 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 6,634 | 203 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 6,536 | 200 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,396 | 195 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,562 | 170 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 4,278 | 130 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,274 | 100 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 3,087 | 94 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Raleigh Capital Management Inc. | History | No change | 3,087 | 94 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,033 | 92 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 2,882 | 88 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | No change | 2,696 | 82 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 2,430 | 74 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 2,258 | 69 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 2,103 | 64 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,713 | 52 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,620 | 50 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | No change | 1,655 | 50 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,623 | 49 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,387 | 42 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,145 | 35 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,081 | 33 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 1,053 | 32 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,070 | 32 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canton Hathaway, LLC | History | No change | 869 | 26 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 866 | 26 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 834 | 25 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 634 | 19 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 542 | 16 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 506 | 15 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 461 | 14 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 371 | 11 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 391 | 11 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 336 | 10 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 300 | 9 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 316 | 9 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 315 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 308 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 229 | 7 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 235 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kingdom Financial Group LLC. | History | No change | 250 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 247 | 7 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 173 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Copia Wealth Management | History | No change | 190 | 5 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NBT BANK, N.A. | History | No change | 105 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 112 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centerpoint Advisors, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 91 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| West Financial Advisors, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Solstein Capital, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Networth Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |