SPDR SERIES TRUST - RWR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | No change | 2,364,264 | 267,090 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,352,000 | 265,705 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 485,751 | 54,875 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 453,255 | 51,204 | 4.61% | 4.61% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 449,175 | 50,743 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 357,038 | 40,334 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 340,210 | 38,433 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 295,260 | 33,869 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 285,236 | 32,223 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 275,552 | 31,129 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McMill Wealth Management | History | No change | 307,264 | 27,002 | 6.48% | 6.48% | 11 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 220,354 | 26,000 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 217,830 | 24,608 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 215,885 | 24,388 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 143,087 | 16,164 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 141,935 | 16,034 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 130,287 | 14,718 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 118,883 | 13,430 | 0.24% | 0.24% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 110,070 | 12,434 | 5.27% | 5.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 107,494 | 12,143 | 2.63% | 2.63% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 93,985 | 10,617 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Piedmont Capital Management, LLC | History | No change | 92,691 | 10,548 | 5.33% | 5.33% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 92,156 | 10,410 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFFINITY WEALTH LLC | History | No change | 91,986 | 10,391 | 5.58% | 5.58% | 24 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| St. Clair Advisors, LLC | History | No change | 86,445 | 9,765 | 2.51% | 2.51% | 25 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 84,493 | 9,545 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DT Investment Partners, LLC | History | No change | 71,695 | 8,099 | 0.6% | 0.6% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 64,335 | 7,267 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alexis Investment Partners, LLC | History | No change | 63,340 | 7,265 | 4.25% | 4.25% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,300 | 5,569 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,089 | 5,432 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 42,286 | 4,833 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 41,839 | 4,726 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 40,941 | 4,625 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 40,496 | 4,574 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 39,073 | 4,414 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,342 | 4,331 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Wealth Management | History | No change | 37,950 | 4,287 | 0.82% | 0.82% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 37,950 | 4,287 | 0.69% | 0.69% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 37,616 | 4,249 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,395 | 4,224 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,025 | 4,182 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 34,580 | 3,906 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Proficio Capital Partners LLC | History | No change | 33,275 | 3,759 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Falcon Wealth Planning | History | No change | 29,804 | 3,366 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 29,387 | 3,319 | 0.22% | 0.22% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,621 | 3,120 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 27,382 | 3,093 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 26,242 | 2,964 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 25,080 | 2,833 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| REBALANCE, LLC | History | No change | 24,573 | 2,775 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 25,245 | 2,735 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,177 | 2,618 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 22,995 | 2,600 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 20,100 | 2,270 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 19,475 | 2,200 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 19,087 | 2,156 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,724 | 2,115 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,642 | 2,106 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,714 | 2,001 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 17,627 | 1,991 | 0.87% | 0.87% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 16,833 | 1,901 | 0.23% | 0.23% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,602 | 1,875 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 16,517 | 1,865 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15,883 | 1,794 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,550 | 1,756 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 14,345 | 1,621 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| American Financial Advisors, LLC | History | No change | 13,737 | 1,551 | 0.19% | 0.19% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| M&T BANK CORP | History | No change | 13,550 | 1,530 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,294 | 1,502 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 13,256 | 1,497 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 13,105 | 1,480 | 0.27% | 0.27% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,000 | 1,468 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Omega Financial Group, LLC | History | No change | 12,948 | 1,462 | 0.44% | 0.44% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,213 | 1,379 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | No change | 12,066 | 1,363 | 0.37% | 0.37% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAVIDSON TRUST CO | History | No change | 11,999 | 1,355 | 0.53% | 0.53% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 11,800 | 1,333 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,709 | 1,322 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 11,656 | 1,316 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 11,332 | 1,280 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,098 | 1,253 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | No change | 10,851 | 1,225 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 10,814 | 1,221 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 9,145 | 1,033 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gibson Capital, LLC | History | No change | 8,995 | 1,016 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,757 | 989 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 8,305 | 938 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 8,275 | 934 | 0.63% | 0.63% | 89 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lido Advisors, LLC | History | No change | 7,845 | 886 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 7,749 | 875 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fund Evaluation Group, LLC | History | No change | 7,570 | 855 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 7,258 | 819 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,132 | 805 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 7,016 | 792 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 6,638 | 749 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 6,252 | 706 | 0.58% | 0.58% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,174 | 697 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 6,021 | 680 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 5,730 | 647 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 5,665 | 639 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 5,517 | 623 | 0.23% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,405 | 610 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,264 | 594 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,896 | 553 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 4,874 | 550 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,713 | 532 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Urban Financial Advisory Corp | History | No change | 4,717 | 532 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,430 | 512 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Convergence Financial, LLC | History | No change | 4,518 | 510 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Banque Transatlantique SA | History | No change | 4,500 | 508 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 4,472 | 505 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 4,403 | 497 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,363 | 492 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,346 | 490 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,304 | 486 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Autumn Glory Partners, LLC | History | No change | 4,255 | 480 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Florida Trust Wealth Management Co | History | No change | 4,205 | 475 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 4,081 | 461 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 4,056 | 458 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forum Financial Management, LP | History | No change | 4,032 | 455 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,006 | 452 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 3,896 | 440 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthPoint Financial, LLC | History | No change | 3,884 | 438 | 0.32% | 0.32% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,783 | 430 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,746 | 423 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,732 | 421 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,723 | 420 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,567 | 403 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,475 | 392 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 3,472 | 392 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,313 | 374 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,217 | 363 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,117 | 363 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trilogy Capital Inc. | History | No change | 3,199 | 361 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Torrey Growth & Income Advisors | History | No change | 2,250 | 352 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 3,086 | 348 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avion Wealth | History | No change | 3,066 | 346 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASPIRIANT, LLC | History | No change | 3,035 | 342 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,000 | 338 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,980 | 336 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,960 | 334 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 2,933 | 331 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,890 | 326 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lewis Asset Management, LLC | History | No change | 2,879 | 325 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,835 | 320 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,765 | 317 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,804 | 316 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 2,795 | 315 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,776 | 313 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SMART Wealth LLC | History | No change | 2,746 | 310 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 2,721 | 307 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plancorp, LLC | History | No change | 2,646 | 303 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 2,653 | 299 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,622 | 296 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 2,627 | 296 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SouthState Bank Corp | History | No change | 2,598 | 293 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 2,573 | 290 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,533 | 286 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 2,493 | 281 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Newport Capital Group, LLC | History | No change | 2,416 | 273 | 0.15% | 0.15% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Destiny Capital Corp/CO | History | No change | 2,411 | 272 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,370 | 267 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | No change | 2,315 | 263 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 2,311 | 261 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 2,289 | 258 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOKF, NA | History | No change | 2,265 | 255 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,245 | 253 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossmore Private Capital | History | No change | 2,245 | 253 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 2,232 | 252 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,212 | 249 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 2,178 | 246 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 2,143 | 244 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,108 | 238 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwest Trust Co | History | No change | 2,096 | 236 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 2,015 | 227 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,962 | 222 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 1,973 | 222 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keewaydin Investments LLC | History | No change | 1,950 | 220 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 1,963 | 219 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 1,938 | 218 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 1,932 | 218 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,920 | 216 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 1,916 | 216 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chesley Taft & Associates LLC | History | No change | 1,900 | 214 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,900 | 214 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,852 | 213 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 1,870 | 211 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,873 | 211 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,853 | 209 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,797 | 203 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,799 | 203 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,719 | 194 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 1,711 | 193 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,629 | 184 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 1,550 | 175 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 1,225 | 138 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,175 | 132 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 1,174 | 132 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 1,134 | 128 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Piscataqua Savings Bank | History | No change | 1,009 | 113 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 985 | 111 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MTM Investment Management, LLC | History | No change | 920 | 103 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 850 | 96 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Graney & King, LLC | History | No change | 847 | 95 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First PREMIER Bank | History | No change | 833 | 94 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 829 | 93 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 825 | 93 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 823 | 92 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 813 | 91 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 786 | 90 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 790 | 89 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 750 | 85 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 644 | 72 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 590 | 66 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Raleigh Capital Management Inc. | History | No change | 578 | 65 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 578 | 65 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 554 | 62 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 509 | 57 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balentine LLC | History | No change | 492 | 55 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 450 | 50 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 430 | 48 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 398 | 44 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 358 | 40 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 345 | 38 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Redwood Park Advisors LLC | History | No change | 314 | 35 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 258 | 29 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Truvestments Capital LLC | History | No change | 248 | 28 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 252 | 28 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 243 | 27 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 237 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 238 | 26 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Costello Asset Management, INC | History | No change | 213 | 24 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 205 | 24 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 200 | 23 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOTCO | History | No change | 196 | 22 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 200 | 22 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 200 | 22 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, Inc. | History | No change | 193 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 191 | 21 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 172 | 19 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 164 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 167 | 18 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 150 | 16 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Grove Bank & Trust | History | No change | 126 | 14 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 121 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 120 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 118 | 13 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 121 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 110 | 12 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 102 | 11 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 99 | 11 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 99 | 11 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 105 | 11 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 103 | 11 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Perspectives, Inc | History | No change | 90 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EPG Wealth Management LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 82 | 9 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 71 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 78 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crews Bank & Trust | History | No change | 75 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 60 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Miller Global Investments, LLC | History | No change | 65 | 6 | 0.0% | 0.01% | 263 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Highland Investment Advisors LLC | History | No change | 53 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 45 | 5 | 0.0% | 0.0% | 267 | -279 | -86.11% | Q3 2026 | Oct 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 51 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investors Research Corp | History | No change | 45 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 52 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 50 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Covestor Ltd | History | No change | 34 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 39 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 32 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 28 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Copia Wealth Management | History | No change | 33 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIRCHBROOK, INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Key Capital Management, INC | History | No change | 22 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manchester Capital Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 12 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Napier Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Networth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |