SPDR SERIES TRUST - MDYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NorthRock Partners, LLC | History | No change | 1,427,030 | 135,353 | 1.96% | 1.96% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,245,164 | 117,145 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,229,181 | 116,587 | 0.21% | 0.21% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,221,358 | 115,845 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 1,051,996 | 99,781 | 0.47% | 0.47% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 952,267 | 90,322 | 2.25% | 2.25% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lutz Financial Services LLC | History | No change | 829,586 | 78,686 | 4.79% | 4.79% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 671,315 | 63,674 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 659,887 | 62,590 | 3.26% | 3.26% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 598,104 | 56,730 | 6.24% | 6.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 499,862 | 47,411 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 424,047 | 40,220 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Convergence Financial, LLC | History | No change | 422,035 | 40,029 | 3.18% | 3.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 401,007 | 37,868 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 390,832 | 37,070 | 1.26% | 1.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Pacific Financial | History | No change | 366,314 | 34,744 | 4.14% | 4.14% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 354,651 | 33,638 | 2.84% | 2.84% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 352,068 | 33,393 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 340,538 | 32,300 | 1.38% | 1.38% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 300,102 | 28,343 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 294,533 | 27,936 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 289,767 | 27,484 | 1.01% | 1.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 259,036 | 24,569 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WCG Wealth Advisors LLC | History | No change | 251,674 | 23,871 | 0.57% | 0.57% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 220,077 | 20,874 | 1.89% | 1.89% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 183,769 | 17,430 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ERn Financial, LLC | History | No change | 171,098 | 16,228 | 2.69% | 2.69% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Dedication, LLC | History | No change | 147,248 | 13,966 | 0.88% | 0.88% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONECO ADVISORS, LLC | History | No change | 128,203 | 12,160 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 127,043 | 12,050 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marathon Mission, Inc. | History | Added to | 126,233 | 11,172 | 5.64% | 5.94% | 31 | +846 | 0.67% | Q3 2026 | Oct 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 113,117 | 10,729 | 0.23% | 0.23% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 111,718 | 10,596 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 110,488 | 10,479 | 2.43% | 2.43% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 109,916 | 10,425 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 107,601 | 10,205 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 105,171 | 9,975 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 101,953 | 9,670 | 2.33% | 2.33% | 38 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 101,254 | 9,603 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 96,529 | 9,155 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 100,990 | 9,089 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 95,461 | 9,054 | 1.64% | 1.64% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 91,455 | 8,674 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,357 | 8,395 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 85,995 | 8,156 | 0.62% | 0.62% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 78,497 | 7,445 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 77,644 | 7,364 | 0.73% | 0.73% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 77,308 | 7,333 | 0.73% | 0.73% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 74,338 | 7,050 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 73,395 | 6,961 | 0.39% | 0.39% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 73,043 | 6,928 | 0.18% | 0.18% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,328 | 6,575 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 65,362 | 6,199 | 0.2% | 0.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diligent Investors, LLC | History | No change | 63,836 | 6,054 | 1.35% | 1.35% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 61,658 | 5,848 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 61,767 | 5,823 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Councilor Wealth, LLC | History | No change | 59,899 | 5,681 | 2.3% | 2.3% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 59,090 | 5,604 | 0.46% | 0.46% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,733 | 5,476 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| McAdam, LLC | History | No change | 57,471 | 5,451 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 56,763 | 5,384 | 1.7% | 1.7% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 55,878 | 5,303 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 52,646 | 4,993 | 0.54% | 0.54% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52,441 | 4,974 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,223 | 4,763 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 46,631 | 4,429 | 2.99% | 2.99% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 46,172 | 4,379 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAILARD, INC. | History | No change | 45,165 | 4,283 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 43,883 | 4,162 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 43,698 | 4,145 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 43,639 | 4,139 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 42,632 | 4,043 | 1.44% | 1.44% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 40,451 | 3,836 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 40,359 | 3,828 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 40,045 | 3,798 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 38,809 | 3,681 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 37,362 | 3,543 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambria Investment Management, L.P. | History | No change | 37,183 | 3,526 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | No change | 36,638 | 3,475 | 0.34% | 0.34% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marotta Asset Management | History | Reduced | 38,580 | 3,414 | 0.58% | 0.64% | 80 | -2,089 | -5.14% | Q3 2026 | Oct 02, 2026 |
| Bill Few Associates, Inc. | History | No change | 35,878 | 3,402 | 0.72% | 0.72% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 33,845 | 3,210 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,112 | 3,132 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ignite Planners, LLC | History | No change | 31,036 | 2,945 | 0.4% | 0.4% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 31,004 | 2,940 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Courage Miller Partners, LLC | History | No change | 30,840 | 2,925 | 0.77% | 0.77% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shum Financial Group, Inc. | History | No change | 30,622 | 2,904 | 1.75% | 1.75% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,779 | 2,824 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 29,403 | 2,788 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 29,182 | 2,767 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CX Institutional | History | Added to | 31,046 | 2,748 | 0.07% | 0.08% | 91 | +1,327 | 4.47% | Q3 2026 | Oct 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 28,289 | 2,683 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 27,491 | 2,607 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Barden Capital Management, Inc. | History | No change | 27,020 | 2,562 | 2.36% | 2.36% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 26,835 | 2,545 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,770 | 2,444 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 24,828 | 2,354 | 0.43% | 0.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 24,656 | 2,338 | 0.48% | 0.48% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,422 | 2,316 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 24,185 | 2,293 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 23,759 | 2,253 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 23,501 | 2,229 | 0.42% | 0.42% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 23,425 | 2,221 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 23,290 | 2,209 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richmond Brothers, Inc. | History | No change | 22,681 | 2,151 | 1.12% | 1.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 22,416 | 2,126 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 22,067 | 2,093 | 0.56% | 0.56% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 21,767 | 2,064 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 21,570 | 2,045 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Squared Financial LLC | History | No change | 21,496 | 2,038 | 1.33% | 1.33% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CWA Asset Management Group, LLC | History | No change | 20,545 | 1,948 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 20,512 | 1,945 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,310 | 1,926 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 20,265 | 1,922 | 0.72% | 0.72% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prism Advisors, Inc. | History | No change | 20,058 | 1,902 | 0.46% | 0.46% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 19,980 | 1,895 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor OS, LLC | History | No change | 19,917 | 1,889 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 19,820 | 1,879 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cooke Wealth Management, LLC | History | No change | 19,785 | 1,876 | 1.54% | 1.54% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 19,603 | 1,859 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | No change | 19,761 | 1,859 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 18,908 | 1,793 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 18,859 | 1,788 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Salomon & Ludwin, LLC | History | No change | 18,845 | 1,777 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Financial Group, LLC | History | No change | 18,681 | 1,771 | 0.56% | 0.56% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 18,330 | 1,738 | 0.36% | 0.36% | 126 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HF Advisory Group, LLC | History | No change | 17,529 | 1,662 | 0.51% | 0.51% | 127 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 17,276 | 1,638 | 0.22% | 0.22% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COFG Advisors, LLC | History | No change | 17,013 | 1,613 | 0.28% | 0.28% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 16,958 | 1,608 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 16,660 | 1,580 | 0.32% | 0.32% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 16,531 | 1,567 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 16,518 | 1,566 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,430 | 1,463 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berman McAleer LLC | History | No change | 15,351 | 1,456 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Omega Financial Group, LLC | History | No change | 14,902 | 1,413 | 0.43% | 0.43% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 14,882 | 1,411 | 0.27% | 0.27% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HFG Advisors, Inc. | History | No change | 14,733 | 1,397 | 0.87% | 0.87% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 14,612 | 1,385 | 0.63% | 0.63% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 14,433 | 1,368 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,400 | 1,365 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 14,155 | 1,342 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | No change | 13,915 | 1,304 | 0.35% | 0.35% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LTG Capital LLC | History | No change | 13,748 | 1,303 | 0.87% | 0.87% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 13,652 | 1,294 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walsh & Associates, LLC | History | No change | 13,546 | 1,284 | 1.05% | 1.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fiduciary Alliance LLC | History | No change | 12,918 | 1,225 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 12,812 | 1,215 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,669 | 1,201 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,634 | 1,198 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 12,623 | 1,197 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 12,586 | 1,193 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 12,117 | 1,149 | 0.31% | 0.31% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,000 | 1,138 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 11,765 | 1,115 | 0.56% | 0.56% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Portside Wealth Group, LLC | History | No change | 11,736 | 1,113 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | No change | 11,725 | 1,112 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 11,640 | 1,104 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lewis Asset Management, LLC | History | No change | 11,574 | 1,097 | 0.38% | 0.38% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 11,483 | 1,089 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,167 | 1,059 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10,811 | 1,025 | 0.2% | 0.2% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 10,754 | 1,020 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | No change | 10,756 | 1,020 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 10,696 | 1,014 | 0.54% | 0.54% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 10,589 | 1,004 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 10,431 | 989 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVFG LLC | History | No change | 10,380 | 984 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 10,042 | 952 | 0.26% | 0.26% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 9,967 | 945 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KPP Advisory Services LLC | History | No change | 9,639 | 914 | 0.12% | 0.12% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TAGStone Capital, Inc. | History | No change | 9,635 | 913 | 0.29% | 0.29% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULTIVAR CAPITAL, INC. | History | No change | 9,610 | 911 | 0.59% | 0.59% | 173 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 9,579 | 908 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weinberger Asset Management, Inc | History | No change | 9,340 | 887 | 0.28% | 0.28% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,100 | 863 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 9,100 | 863 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,904 | 844 | 0.35% | 0.35% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 8,759 | 830 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Broadview Financial Management, LLC | History | No change | 8,526 | 808 | 0.49% | 0.49% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharper & Granite LLC | History | No change | 8,195 | 777 | 0.24% | 0.24% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 7,912 | 750 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mosley Wealth Management | History | No change | 7,804 | 740 | 0.24% | 0.24% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 7,749 | 734 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | No change | 7,646 | 725 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 7,506 | 711 | 0.66% | 0.66% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 7,489 | 710 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,144 | 677 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 7,114 | 674 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 7,043 | 668 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 7,000 | 663 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORDEN GROUP LLC | History | No change | 6,634 | 629 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,636 | 629 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 6,616 | 627 | 0.17% | 0.17% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 6,469 | 613 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 6,360 | 603 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | No change | 6,246 | 592 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BURNEY CO/ | History | No change | 6,164 | 584 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 6,577 | 582 | 0.04% | 0.05% | 199 | -106 | -1.59% | Q3 2026 | Oct 01, 2026 |
| Topsail Wealth Management, LLC | History | No change | 6,093 | 577 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 6,067 | 575 | 0.13% | 0.13% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,001 | 569 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 5,932 | 562 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,913 | 561 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | No change | 5,728 | 543 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,714 | 541 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,691 | 539 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,636 | 534 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,606 | 531 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 5,606 | 531 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 5,463 | 518 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,446 | 516 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,425 | 514 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,367 | 509 | 0.52% | 0.52% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balefire, LLC | History | No change | 5,293 | 502 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 5,261 | 499 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Orin Green Financial, LLC | History | No change | 5,213 | 494 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 5,201 | 493 | 0.17% | 0.17% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 5,148 | 488 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 5,111 | 484 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,018 | 475 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,971 | 471 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,957 | 470 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | No change | 4,827 | 457 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 4,787 | 454 | 0.41% | 0.41% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tempo Wealth, LLC | History | No change | 4,695 | 445 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,685 | 444 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 4,689 | 444 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 4,642 | 440 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freedom Investment Management, Inc. | History | No change | 4,621 | 438 | 0.12% | 0.12% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Third View Private Wealth, LLC | History | No change | 4,413 | 418 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,348 | 412 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Capital LLC | History | No change | 4,316 | 409 | 0.26% | 0.26% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 4,332 | 404 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 4,174 | 395 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,030 | 382 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 4,008 | 380 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProVise Management Group, LLC | History | No change | 3,981 | 377 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,966 | 376 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,949 | 374 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,951 | 374 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 3,933 | 371 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KWB Wealth | History | No change | 3,887 | 368 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sensible Money, LLC | History | No change | 3,864 | 366 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apeiron RIA LLC | History | No change | 3,857 | 365 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 3,657 | 346 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,506 | 332 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,395 | 322 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,383 | 320 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goldstein Advisors, LLC | History | No change | 3,250 | 308 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Breachway Investments LLC | History | No change | 3,218 | 305 | 0.46% | 0.46% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wallace Advisory Group, LLC | History | No change | 3,206 | 304 | 0.29% | 0.29% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Persium Advisors, LLC | History | No change | 3,175 | 301 | 0.2% | 0.2% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 3,087 | 293 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,081 | 292 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WRAPMANAGER INC | History | No change | 3,074 | 291 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destiny Capital Corp/CO | History | No change | 3,046 | 288 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,034 | 287 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 3,031 | 287 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LongView Wealth Management | History | No change | 3,021 | 286 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,948 | 279 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 2,949 | 279 | 0.23% | 0.23% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | No change | 2,925 | 277 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Joseph Group Capital Management | History | No change | 2,927 | 277 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,901 | 275 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,899 | 274 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,863 | 271 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,844 | 269 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,816 | 267 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 2,690 | 255 | 0.14% | 0.14% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,672 | 253 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning, LLC | History | No change | 2,604 | 246 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 2,582 | 244 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 2,567 | 243 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Urban Financial Advisory Corp | History | No change | 2,545 | 241 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,508 | 237 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 2,506 | 237 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,509 | 237 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 2,498 | 236 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,489 | 236 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 2,485 | 235 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 2,418 | 229 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 2,397 | 227 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Note Advisors, LLC | History | No change | 2,403 | 227 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Somerset Trust Co | History | No change | 2,337 | 221 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 2,323 | 220 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,315 | 220 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,315 | 220 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,309 | 219 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2,285 | 216 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Embree Financial Group | History | No change | 2,260 | 214 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 2,214 | 210 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | No change | 2,197 | 208 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,179 | 205 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 2,173 | 205 | 0.16% | 0.16% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 2,160 | 204 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,149 | 203 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANCE WEALTH, LLC | History | No change | 2,127 | 201 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,092 | 198 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,000 | 189 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,899 | 180 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,704 | 161 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,687 | 159 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,496 | 141 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,377 | 130 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,090 | 103 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,020 | 96 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower View Wealth Management LLC | History | No change | 993 | 94 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 948 | 89 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 772 | 73 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 769 | 72 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Miller Capital Partners, Inc. | History | No change | 767 | 72 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATWOOD & PALMER INC | History | No change | 747 | 70 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Smithfield Trust Co | History | No change | 700 | 66 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 663 | 62 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 646 | 61 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 639 | 60 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 590 | 56 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UMB Bank, n.a. | History | No change | 579 | 54 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 536 | 50 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALLAST ADVISORS LLC | History | No change | 531 | 50 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 527 | 49 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 521 | 49 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 523 | 49 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 504 | 47 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 452 | 42 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 443 | 42 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 392 | 37 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 380 | 36 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 354 | 33 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caitlin John, LLC | History | No change | 330 | 31 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Copia Wealth Management | History | No change | 310 | 29 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 28 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 296 | 28 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crews Bank & Trust | History | No change | 300 | 28 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 277 | 26 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Family Capital Trust Co | History | No change | 269 | 25 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 249 | 23 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 241 | 22 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOP Private Wealth LLC. | History | No change | 236 | 22 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 223 | 21 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Capital Management LLC | History | No change | 221 | 20 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 216 | 20 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 209 | 19 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 182 | 17 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 182 | 17 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 158 | 14 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 154 | 14 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 155 | 14 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 142 | 13 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 145 | 13 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 141 | 12 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Hughes Financial Services, LLC | History | No change | 129 | 12 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 125 | 11 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | No change | 116 | 11 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 123 | 11 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 121 | 11 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 106 | 10 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 93 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 76 | 7 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REAP Financial Group, LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | No change | 76 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 65 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 59 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robinswood Financial LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 41 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Manchester Capital Management LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| POM Investment Strategies, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 24 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 21 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 17 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bullock Wealth Management Group | History | No change | 17 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Provident Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |