SPDR SERIES TRUST - MDYG
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 | 1,751,987 | 196,380 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,427,344 | 159,991 | 0.28% | 0.28% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,305,443 | 146,326 | 0.68% | 0.68% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 1,153,617 | 129,308 | 1.88% | 1.88% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 845,458 | 94,767 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 555,604 | 62,277 | 3.24% | 3.24% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 511,830 | 57,370 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 450,660 | 50,514 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Convergence Financial, LLC | History | No change | 374,287 | 41,954 | 3.34% | 3.34% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 355,048 | 39,797 | 1.35% | 1.35% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 353,924 | 39,685 | 1.82% | 1.82% | 11 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 347,928 | 38,999 | 0.97% | 0.97% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 336,389 | 37,705 | 1.39% | 1.39% | 13 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 339,005 | 37,313 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 309,416 | 34,682 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Klingman & Associates, LLC | History | No change | 297,555 | 33,352 | 1.42% | 1.42% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 279,491 | 31,327 | 0.74% | 0.74% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 269,961 | 30,259 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 235,378 | 26,383 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 235,194 | 26,362 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 223,354 | 25,035 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 214,737 | 24,069 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 187,373 | 21,002 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rodgers & Associates, LTD | History | No change | 187,167 | 20,979 | 1.9% | 1.9% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 183,300 | 20,546 | 5.44% | 5.44% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 180,637 | 20,247 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | No change | 166,652 | 18,680 | 6.72% | 6.72% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 161,597 | 18,113 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 141,743 | 15,887 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 138,635 | 15,539 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 117,140 | 13,130 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 113,414 | 12,712 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 112,006 | 12,554 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 100,156 | 11,226 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 98,307 | 11,022 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | No change | 91,445 | 10,250 | 1.7% | 1.7% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | No change | 88,262 | 9,893 | 0.6% | 0.6% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marathon Mission, Inc. | History | Added to | 84,748 | 8,858 | 4.47% | 4.65% | 38 | +1,671 | 2.01% | Q3 2026 | Oct 01, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 76,272 | 8,549 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | No change | 75,077 | 8,415 | 0.64% | 0.64% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 73,049 | 8,188 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 74,913 | 8,090 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,638 | 7,805 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 68,008 | 7,622 | 1.38% | 1.38% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,949 | 7,168 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 60,995 | 6,836 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 60,974 | 6,834 | 0.34% | 0.34% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diligent Investors, LLC | History | No change | 59,401 | 6,658 | 1.48% | 1.48% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 58,278 | 6,532 | 2.07% | 2.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 57,960 | 6,496 | 0.25% | 0.25% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 57,588 | 6,454 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cordatus Wealth Management LLC | History | No change | 56,450 | 6,327 | 1.39% | 1.39% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 53,588 | 6,007 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 53,465 | 5,992 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 50,916 | 5,707 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 49,181 | 5,512 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | No change | 46,988 | 5,267 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 46,591 | 5,222 | 4.09% | 4.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 45,600 | 5,111 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 45,184 | 5,064 | 0.46% | 0.46% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 44,680 | 5,008 | 1.93% | 1.93% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 44,653 | 5,005 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 43,748 | 4,903 | 0.38% | 0.38% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43,647 | 4,892 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Councilor Wealth, LLC | History | No change | 43,585 | 4,885 | 1.98% | 1.98% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 43,342 | 4,858 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 42,722 | 4,788 | 0.47% | 0.47% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 41,328 | 4,632 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempo Wealth, LLC | History | No change | 40,861 | 4,580 | 0.68% | 0.68% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 40,215 | 4,507 | 0.97% | 0.97% | 70 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 39,636 | 4,442 | 0.44% | 0.44% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 39,435 | 4,420 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 38,983 | 4,369 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bill Few Associates, Inc. | History | No change | 36,296 | 4,068 | 0.87% | 0.87% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,761 | 4,008 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,391 | 3,966 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 33,166 | 3,717 | 0.37% | 0.37% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARTIST INC /CA/ | History | No change | 5,183 | 3,645 | 2.28% | 2.28% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 31,931 | 3,579 | 1.36% | 1.36% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 31,618 | 3,544 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Courage Miller Partners, LLC | History | No change | 30,326 | 3,399 | 0.9% | 0.9% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 31,829 | 3,399 | 2.29% | 2.29% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 30,319 | 3,398 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,306 | 3,243 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 27,971 | 3,135 | 1.43% | 1.43% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MidFirst Bank | History | No change | 27,107 | 3,038 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 26,514 | 2,971 | 0.19% | 0.19% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 26,341 | 2,952 | 0.2% | 0.2% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 26,198 | 2,936 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,773 | 2,888 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Walsh & Associates, LLC | History | No change | 25,608 | 2,870 | 2.34% | 2.34% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 25,524 | 2,860 | 1.18% | 1.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 24,900 | 2,791 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 24,697 | 2,768 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEN Financial Management, INC. | History | No change | 24,683 | 2,766 | 1.65% | 1.65% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Richmond Brothers, Inc. | History | No change | 24,659 | 2,764 | 1.44% | 1.44% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 24,385 | 2,733 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 24,245 | 2,717 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,102 | 2,701 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barden Capital Management, Inc. | History | No change | 24,094 | 2,700 | 2.49% | 2.49% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clarus Wealth Advisors | History | No change | 24,629 | 2,650 | 1.02% | 1.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 23,559 | 2,640 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 23,439 | 2,627 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 23,108 | 2,590 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 24,972 | 2,486 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 21,977 | 2,463 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 21,488 | 2,408 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 20,916 | 2,344 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 20,716 | 2,322 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,542 | 2,302 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Watch Advisors, INC | History | No change | 19,883 | 2,228 | 0.72% | 0.72% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Squared Financial LLC | History | No change | 19,788 | 2,218 | 1.45% | 1.45% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 19,439 | 2,178 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Management Group, Inc. | History | No change | 19,323 | 2,165 | 0.32% | 0.32% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 19,213 | 2,153 | 0.44% | 0.44% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 18,647 | 2,090 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 18,376 | 2,059 | 0.49% | 0.49% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investors Research Corp | History | No change | 17,509 | 1,962 | 0.35% | 0.35% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 17,717 | 1,962 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destiny Capital Corp/CO | History | No change | 17,459 | 1,956 | 0.91% | 0.91% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWA Asset Management Group, LLC | History | No change | 17,274 | 1,936 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 17,223 | 1,930 | 0.87% | 0.87% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,685 | 1,870 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Broadview Financial Management, LLC | History | No change | 15,967 | 1,789 | 1.09% | 1.09% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 15,734 | 1,763 | 0.36% | 0.36% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,169 | 1,700 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,295 | 1,602 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 14,211 | 1,592 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 13,454 | 1,508 | 0.3% | 0.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 13,124 | 1,471 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 13,098 | 1,468 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LTG Capital LLC | History | No change | 13,073 | 1,465 | 0.98% | 0.98% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 12,833 | 1,438 | 0.24% | 0.24% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Payne Capital Management, LLC | History | No change | 12,762 | 1,430 | 0.38% | 0.38% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 12,565 | 1,408 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advisor OS, LLC | History | No change | 12,534 | 1,404 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | No change | 12,229 | 1,370 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,195 | 1,366 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parcion Private Wealth LLC | History | No change | 11,943 | 1,338 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,933 | 1,337 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 11,656 | 1,306 | 0.29% | 0.29% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,582 | 1,298 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 11,460 | 1,284 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 11,357 | 1,273 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,194 | 1,254 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | No change | 11,014 | 1,234 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,922 | 1,224 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,906 | 1,222 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 10,841 | 1,215 | 0.33% | 0.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lewis Asset Management, LLC | History | No change | 10,775 | 1,207 | 0.42% | 0.42% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,881 | 1,184 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 10,378 | 1,163 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 10,338 | 1,158 | 0.58% | 0.58% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 10,266 | 1,150 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 10,042 | 1,125 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navigation Group, LLC | History | No change | 9,826 | 1,101 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XY Planning Network, Inc. | History | No change | 9,743 | 1,092 | 0.14% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,604 | 1,076 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 9,556 | 1,071 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COFG Advisors, LLC | History | No change | 9,510 | 1,065 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 9,496 | 1,064 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 9,419 | 1,055 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CVFG LLC | History | No change | 9,345 | 1,047 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairscale Capital, LLC | History | No change | 9,255 | 1,037 | 0.62% | 0.62% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,184 | 1,029 | 0.15% | 0.15% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mosley Wealth Management | History | No change | 8,804 | 986 | 0.31% | 0.31% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,753 | 981 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KPP Advisory Services LLC | History | No change | 8,752 | 980 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Composition Wealth, LLC | History | No change | 8,617 | 965 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 8,551 | 958 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 8,544 | 957 | 0.45% | 0.45% | 171 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BROWN ADVISORY INC | History | No change | 8,382 | 939 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,260 | 925 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 8,198 | 918 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,117 | 909 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 7,939 | 889 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,921 | 887 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 7,888 | 884 | 0.59% | 0.59% | 178 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,818 | 876 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,758 | 869 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 7,956 | 862 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 7,660 | 858 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex Financial Services, Inc. | History | No change | 7,598 | 851 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | No change | 7,251 | 812 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Flagship Private Wealth, LLC | History | No change | 7,244 | 812 | 0.29% | 0.29% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 7,136 | 799 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 7,168 | 793 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Pacific Financial | History | No change | 7,059 | 791 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 7,029 | 787 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Texas Yale Capital Corp. | History | No change | 7,000 | 784 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLNER & HELLER, LLC | History | No change | 6,992 | 783 | 0.49% | 0.49% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mystic Asset Management, Inc. | History | No change | 6,925 | 776 | 0.17% | 0.17% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 6,833 | 765 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | No change | 6,683 | 749 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,662 | 746 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 6,491 | 727 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 6,412 | 718 | 0.21% | 0.21% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avestar Capital, LLC | History | No change | 6,400 | 717 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carnegie Investment Counsel | History | No change | 6,375 | 714 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,363 | 713 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | No change | 6,365 | 713 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 6,347 | 711 | 0.21% | 0.21% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,204 | 695 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krilogy Financial LLC | History | No change | 6,194 | 694 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,191 | 693 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,000 | 672 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 5,953 | 667 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 5,854 | 656 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Point Advisors Inc. | History | No change | 5,814 | 651 | 0.58% | 0.58% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCS Capital Management LLC | History | No change | 5,732 | 642 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 5,708 | 639 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 5,600 | 627 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,559 | 623 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 5,355 | 600 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 5,355 | 600 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 5,294 | 593 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 5,296 | 593 | 0.49% | 0.49% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 5,615 | 586 | 0.04% | 0.05% | 218 | -90 | -1.58% | Q3 2026 | Oct 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,218 | 584 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 5,148 | 577 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 5,043 | 565 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,973 | 557 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 4,943 | 554 | 0.56% | 0.56% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,897 | 548 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creekside Partners | History | No change | 4,870 | 545 | 0.2% | 0.2% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Csenge Advisory Group | History | No change | 4,819 | 540 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 4,770 | 534 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | No change | 4,766 | 534 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,736 | 530 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Selby Wealth Management, LLC | History | No change | 4,729 | 530 | 0.19% | 0.19% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,695 | 526 | 0.14% | 0.14% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,691 | 525 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 4,581 | 513 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 4,575 | 512 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,547 | 509 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 4,495 | 503 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 4,496 | 503 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Third View Private Wealth, LLC | History | No change | 4,470 | 501 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 4,461 | 500 | 0.17% | 0.17% | 239 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,455 | 499 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,388 | 491 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 4,370 | 489 | 0.08% | 0.08% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 4,345 | 487 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | No change | 4,315 | 483 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 4,290 | 480 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 4,256 | 477 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,164 | 466 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 4,154 | 465 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 4,110 | 460 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,018 | 450 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 4,008 | 449 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 3,911 | 438 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,891 | 436 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | No change | 3,847 | 431 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrua Financial, LLC | History | No change | 3,740 | 419 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cadia Private Client LLC | History | No change | 3,672 | 411 | 0.29% | 0.29% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 3,586 | 401 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | No change | 3,519 | 394 | 0.19% | 0.19% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Investment Management, Inc. | History | No change | 3,514 | 393 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,492 | 391 | 0.1% | 0.1% | 260 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 3,494 | 391 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | No change | 3,433 | 384 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Everhart Financial Group, Inc. | History | No change | 3,407 | 381 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 367,706 | 378 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,359 | 376 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Friday Financial | History | No change | 3,428 | 372 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Moment Partners, LLC | History | No change | 3,300 | 369 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KWB Wealth | History | No change | 3,267 | 366 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,238 | 363 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 3,242 | 363 | 0.15% | 0.15% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 3,171 | 355 | 0.07% | 0.07% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 3,074 | 344 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,060 | 342 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,000 | 336 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 336 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 2,908 | 325 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,857 | 320 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Breachway Investments LLC | History | No change | 2,857 | 320 | 0.48% | 0.48% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Denver PWM, LLC | History | No change | 2,813 | 319 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,829 | 317 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,763 | 309 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 2,704 | 303 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,693 | 301 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,682 | 300 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wallace Advisory Group, LLC | History | No change | 2,668 | 299 | 0.28% | 0.28% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 2,636 | 295 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daviman Financial, LLC | History | No change | 2,609 | 292 | 0.16% | 0.16% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 2,570 | 288 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,556 | 287 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hudson Portfolio Management LLC | History | No change | 2,490 | 279 | 0.21% | 0.21% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,471 | 276 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,469 | 276 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 2,414 | 270 | 0.1% | 0.1% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,360 | 264 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,339 | 262 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,368 | 262 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WRAPMANAGER INC | History | No change | 2,321 | 260 | 0.08% | 0.08% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cache Advisors, LLC | History | No change | 2,300 | 257 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 2,244 | 251 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Thrive Capital Management, LLC | History | No change | 2,222 | 249 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 2,186 | 245 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURNEY CO/ | History | No change | 2,181 | 244 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Somerset Trust Co | History | No change | 2,172 | 243 | 0.07% | 0.07% | 303 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| M3 Advisory Group, LLC | History | No change | 2,162 | 242 | 0.13% | 0.13% | 304 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advance Capital Management, Inc. | History | No change | 2,140 | 239 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 2,125 | 238 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | No change | 2,092 | 234 | 0.12% | 0.12% | 307 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Forum Private Client Group LLC | History | No change | 2,052 | 229 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,349 | 225 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 224 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 2,000 | 224 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,058 | 223 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,058 | 223 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FCA CORP /TX | History | No change | 1,989 | 222 | 0.05% | 0.05% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,980 | 221 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 2,002 | 221 | 0.17% | 0.17% | 316 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,959 | 219 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,912 | 214 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kroeger Financial Partners | History | No change | 1,905 | 213 | 0.21% | 0.21% | 319 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,895 | 212 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HORAN Wealth, LLC | History | No change | 1,898 | 212 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,885 | 211 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 1,866 | 209 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,872 | 209 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 1,869 | 209 | 0.11% | 0.11% | 325 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 1,859 | 208 | 0.13% | 0.13% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,846 | 207 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 1,839 | 206 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,838 | 206 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,818 | 203 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Choate Investment Advisors | History | No change | 1,818 | 203 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,801 | 201 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,794 | 201 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 1,796 | 201 | 0.07% | 0.07% | 334 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Urban Financial Advisory Corp | History | No change | 1,718 | 192 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,701 | 188 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 1,566 | 175 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,450 | 162 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,320 | 147 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 1,308 | 146 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,119 | 125 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Basepoint Wealth LLC | History | No change | 1,118 | 125 | 0.07% | 0.07% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,059 | 118 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,048 | 117 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 820 | 91 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 800 | 89 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 786 | 88 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 762 | 85 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Markowski Investments | History | No change | 760 | 85 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 756 | 83 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 700 | 78 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 685 | 75 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 643 | 72 | 0.05% | 0.05% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOP Private Wealth LLC. | History | No change | 633 | 70 | 0.07% | 0.07% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 548 | 61 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 518 | 58 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 426 | 47 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| TSFG, LLC | History | No change | 399 | 45 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 397 | 44 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 385 | 43 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 374 | 41 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 361 | 40 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 351 | 39 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 342 | 38 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 345 | 38 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 327 | 36 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 321 | 35 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 311 | 34 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rossby Financial, LCC | History | No change | 298 | 33 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Founders Capital Management | History | No change | 289 | 32 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Capital Management LLC | History | No change | 270 | 30 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JDM Financial Group LLC | History | No change | 269 | 30 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Copia Wealth Management | History | No change | 268 | 30 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 256 | 28 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 243 | 27 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 229 | 25 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CDKV HOLDINGS LLC | History | No change | 228 | 25 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 220 | 24 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 219 | 24 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Capital Management LLC | History | No change | 213 | 23 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 209 | 23 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 189 | 21 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 194 | 21 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 185 | 20 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Front Row Advisors LLC | History | No change | 180 | 20 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 181 | 20 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ADVISERS INC | History | No change | 161 | 18 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 173 | 18 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Kozak & Associates, Inc. | History | No change | 146 | 16 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| VIMA LLC | History | No change | 149 | 16 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 128 | 14 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 131 | 14 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 122 | 13 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 117 | 13 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 120 | 13 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 123 | 13 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 116 | 13 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DecisionPoint Financial, LLC | History | No change | 115 | 12 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REAP Financial Group, LLC | History | No change | 116 | 12 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Realta Investment Advisors | History | No change | 100 | 11 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 11 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 74 | 8 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 77 | 8 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 67 | 7 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 65 | 7 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 56 | 6 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 33 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 33 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| POM Investment Strategies, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 12 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingdom Financial Group LLC. | History | No change | 17 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |