SPDR INDEX SHARES FUNDS - GWX
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.
Details.
Rows: 0
| 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 | 1,351,947 | 59,161 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 930,697 | 40,727 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savant Capital, LLC | History | No change | 656,349 | 28,218 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 633,085 | 27,703 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 622,405 | 27,236 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 581,318 | 25,438 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 550,651 | 24,096 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 503,359 | 22,026 | 0.49% | 0.49% | 8 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 455,686 | 19,940 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 442,806 | 19,377 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 338,835 | 14,827 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 330,645 | 14,469 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 266,311 | 11,653 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 259,010 | 11,334 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 238,197 | 10,423 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 235,610 | 10,310 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 223,623 | 9,785 | 0.65% | 0.65% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 175,443 | 7,677 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 163,857 | 7,170 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 155,342 | 6,798 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 137,293 | 6,007 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 124,894 | 5,465 | 0.6% | 0.6% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 121,785 | 5,329 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 119,445 | 5,226 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 111,608 | 4,883 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIP Wealth, LLC | History | No change | 107,412 | 4,700 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 106,873 | 4,676 | 1.56% | 1.56% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modera Wealth Management, LLC | History | No change | 106,845 | 4,675 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 104,256 | 4,562 | 1.98% | 1.98% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 89,497 | 3,916 | 0.5% | 0.5% | 30 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| McAdam, LLC | History | No change | 81,910 | 3,584 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,907 | 3,496 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 78,577 | 3,438 | 1.14% | 1.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pure Financial Advisors, LLC | History | No change | 77,030 | 3,370 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 73,737 | 3,226 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 73,229 | 3,204 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 70,149 | 3,069 | 0.16% | 0.16% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 70,110 | 3,067 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Aspire Private Capital, LLC | History | No change | 66,578 | 2,913 | 0.6% | 0.6% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 64,107 | 2,805 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 63,748 | 2,789 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 61,677 | 2,698 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Management, Inc. | History | No change | 61,018 | 2,670 | 0.82% | 0.82% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 55,596 | 2,432 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 55,535 | 2,430 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 53,000 | 2,319 | 0.45% | 0.45% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 51,141 | 2,237 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 49,863 | 2,181 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | No change | 49,632 | 2,171 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 48,048 | 2,102 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 47,111 | 2,061 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 46,723 | 2,044 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 46,411 | 2,030 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 46,267 | 2,024 | 0.24% | 0.24% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 45,200 | 1,977 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 44,479 | 1,946 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 42,676 | 1,867 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 42,954 | 1,859 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 42,155 | 1,844 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 42,048 | 1,840 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 40,377 | 1,772 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 40,225 | 1,760 | 1.41% | 1.41% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | No change | 36,358 | 1,591 | 0.51% | 0.51% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35,327 | 1,545 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 35,229 | 1,541 | 0.85% | 0.85% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 34,587 | 1,513 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SMITH, MOORE & CO. | History | No change | 32,644 | 1,428 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 32,475 | 1,421 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,483 | 1,421 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 32,240 | 1,410 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roan Capital Partners | History | No change | 30,892 | 1,351 | 1.12% | 1.12% | 71 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 30,708 | 1,343 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 28,662 | 1,254 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 28,547 | 1,249 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Probity Advisors, Inc. | History | No change | 27,973 | 1,224 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 27,176 | 1,189 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 27,160 | 1,188 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 26,989 | 1,181 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Independent Advisor Alliance | History | No change | 26,152 | 1,144 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 25,755 | 1,127 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 25,644 | 1,122 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULBERTSON A N & CO INC | History | No change | 24,097 | 1,054 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 24,106 | 1,054 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 23,168 | 1,013 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | No change | 22,586 | 988 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 21,653 | 947 | 0.21% | 0.21% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,028 | 920 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,904 | 914 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 20,073 | 878 | 0.24% | 0.24% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 19,783 | 865 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 18,922 | 828 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 18,132 | 793 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 17,521 | 766 | 0.43% | 0.43% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,447 | 763 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 17,382 | 760 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | No change | 16,920 | 740 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 16,839 | 736 | 0.49% | 0.49% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 16,643 | 728 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOVUS ADVISORS, LLC | History | No change | 16,494 | 721 | 1.5% | 1.5% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 16,257 | 711 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | No change | 16,258 | 711 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| National Philanthropic Trust | History | No change | 15,732 | 688 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 15,048 | 658 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 14,704 | 643 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 14,598 | 638 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,212 | 621 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 14,056 | 615 | 0.24% | 0.24% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | No change | 14,038 | 614 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 13,846 | 605 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 13,397 | 586 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 13,350 | 584 | 0.89% | 0.89% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | No change | 13,229 | 579 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,923 | 564 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| International Private Wealth Advisors LLC | History | No change | 12,890 | 564 | 0.29% | 0.29% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,830 | 561 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 11,939 | 522 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 11,831 | 517 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 11,780 | 515 | 0.13% | 0.13% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,357 | 496 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,321 | 495 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | No change | 11,202 | 490 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,878 | 476 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 10,866 | 475 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,710 | 468 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 10,611 | 464 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key FInancial Inc | History | No change | 10,585 | 463 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 10,362 | 453 | 0.25% | 0.25% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Urban Financial Advisory Corp | History | No change | 10,362 | 453 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 10,236 | 447 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,091 | 441 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 9,895 | 432 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORDEN GROUP LLC | History | No change | 9,754 | 426 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,474 | 414 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Landmark Wealth Management, LLC | History | No change | 9,410 | 411 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 9,372 | 410 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Dedication, LLC | History | No change | 9,303 | 407 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 8,960 | 393 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WealthPoint Financial, LLC | History | No change | 8,987 | 393 | 0.29% | 0.29% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 8,928 | 390 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 8,878 | 388 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 8,760 | 383 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,596 | 376 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 8,516 | 372 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 8,318 | 363 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lifeworks Advisors, LLC | History | No change | 8,295 | 362 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 8,259 | 361 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 8,179 | 357 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| October Effect Ltd | History | No change | 7,680 | 336 | 0.32% | 0.32% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 7,617 | 333 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,531 | 329 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PCB Capital LLC | History | No change | 7,516 | 328 | 0.4% | 0.4% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 7,285 | 318 | 0.21% | 0.21% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | No change | 7,192 | 315 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accurate Wealth Management, LLC | History | No change | 7,184 | 315 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 7,148 | 312 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GFS Advisors, LLC | History | No change | 1,150 | 312 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 6,962 | 304 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Capital Management, LLC | History | No change | 7,151 | 302 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,597 | 288 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SMART Wealth LLC | History | No change | 6,604 | 288 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 6,545 | 286 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advance Capital Management, Inc. | History | No change | 6,475 | 283 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 6,504 | 282 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,377 | 279 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Austin Wealth Management, LLC | History | No change | 6,484 | 278 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,329 | 276 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASPIRIANT, LLC | History | No change | 6,294 | 275 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | No change | 6,316 | 273 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 6,316 | 273 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 6,215 | 272 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,146 | 268 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 6,040 | 264 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 6,028 | 263 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 5,993 | 262 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Omega Financial Group, LLC | History | No change | 5,753 | 251 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 5,735 | 250 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wallace Advisory Group, LLC | History | No change | 5,706 | 249 | 0.23% | 0.23% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,482 | 239 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 5,280 | 231 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apeiron RIA LLC | History | No change | 5,281 | 231 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keel Point, LLC | History | No change | 5,213 | 228 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Investment Management, Inc. | History | No change | 5,079 | 222 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 5,089 | 221 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Berkeley, Inc | History | No change | 4,906 | 214 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,862 | 212 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 4,709 | 206 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,632 | 202 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 4,575 | 200 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 4,784 | 195 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 4,387 | 191 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 4,084 | 178 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,936 | 172 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,877 | 169 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,825 | 167 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,433 | 150 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 3,272 | 143 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 2,940 | 128 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,882 | 126 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,840 | 124 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 2,829 | 123 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,798 | 122 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 2,711 | 118 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 2,698 | 118 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 2,649 | 115 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,452 | 107 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,465 | 107 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,421 | 105 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,384 | 104 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 2,375 | 103 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,190 | 95 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,132 | 93 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,038 | 89 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 2,021 | 88 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,859 | 81 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 1,762 | 77 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Allworth Financial LP | History | No change | 1,623 | 71 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,626 | 71 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,597 | 69 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,300 | 56 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,198 | 52 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,202 | 52 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 1,027 | 44 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 897 | 39 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 886 | 38 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 796 | 34 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIMA LLC | History | No change | 745 | 32 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Copia Wealth Management | History | No change | 696 | 30 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 635 | 27 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 593 | 25 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 571 | 24 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 473 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 446 | 19 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 410 | 17 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 370 | 16 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 360 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | No change | 346 | 15 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 292 | 12 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 263 | 11 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 253 | 11 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD ADVISERS INC | History | No change | 237 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 243 | 10 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 190 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 161 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 166 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 167 | 7 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 140 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 133 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 117 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 129 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Investment Management | History | No change | 122 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 103 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hickory Point Bank & Trust | History | No change | 100 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 107 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 88 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 44 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caitlin John, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meramec Financial Planners, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |