SPDR SERIES TRUST - SHM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 21,768,088 | 1,044,106 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,404,372 | 259,220 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,498,236 | 167,792 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,144,684 | 150,834 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,389,309 | 114,603 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quent Capital, LLC | History | No change | 2,299,297 | 110,285 | 6.77% | 6.77% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,970,720 | 94,525 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,648,710 | 79,080 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,415,493 | 67,894 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,357,212 | 65,059 | 0.36% | 0.36% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,170,165 | 56,126 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 749,168 | 35,933 | 0.47% | 0.47% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 677,616 | 32,501 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 648,479 | 31,104 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 593,505 | 28,467 | 0.54% | 0.54% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 507,618 | 24,347 | 0.65% | 0.65% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 492,292 | 23,612 | 2.56% | 2.56% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 485,685 | 23,295 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 361,054 | 17,319 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 327,015 | 15,685 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 291,079 | 13,963 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 280,152 | 13,437 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 268,727 | 12,918 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 228,444 | 10,957 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 205,412 | 9,852 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 201,593 | 9,669 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Symmetry Partners, LLC | History | No change | 199,906 | 9,588 | 0.49% | 0.49% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 198,099 | 9,501 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 197,588 | 9,477 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 197,418 | 9,469 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 193,450 | 9,260 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TruNorth Capital Management, LLC | History | No change | 189,285 | 9,079 | 1.46% | 1.46% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 186,016 | 8,922 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 181,109 | 8,686 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 179,586 | 8,377 | 0.28% | 0.14% | 35 | +100,465 | 126.98% | Q3 2026 | Oct 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 166,860 | 8,003 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | No change | 158,979 | 7,625 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 149,790 | 7,184 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 146,608 | 7,032 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | No change | 139,157 | 6,674 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | No change | 134,384 | 6,445 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 124,171 | 5,955 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 127,268 | 5,937 | 0.04% | 0.05% | 43 | +4,749 | 3.88% | Q3 2026 | Oct 08, 2026 |
| Foster Group, Inc. | History | No change | 119,145 | 5,714 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 118,097 | 5,664 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 117,928 | 5,656 | 0.51% | 0.51% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 117,339 | 5,628 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 111,171 | 5,333 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 110,515 | 5,300 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 109,399 | 5,247 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 104,645 | 5,019 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 105,666 | 4,929 | 0.13% | 1.55% | 52 | -1,015,896 | -90.58% | Q3 2026 | Oct 02, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 100,483 | 4,819 | 2.23% | 2.23% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 100,449 | 4,818 | 0.97% | 0.97% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 98,919 | 4,744 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 98,851 | 4,741 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 95,375 | 4,574 | 0.58% | 0.58% | 57 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ASSETMARK, INC | History | No change | 93,901 | 4,503 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 93,847 | 4,501 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 95,637 | 4,456 | 0.06% | 0.06% | 60 | +7,499 | 8.51% | Q3 2026 | Oct 08, 2026 |
| Paulson Wealth Management Inc. | History | No change | 90,179 | 4,325 | 0.92% | 0.92% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brio Consultants, LLC | History | No change | 86,254 | 4,137 | 0.48% | 0.48% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 80,113 | 3,842 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 79,658 | 3,822 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 74,764 | 3,586 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 73,072 | 3,504 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,329 | 3,421 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 69,944 | 3,354 | 0.34% | 0.34% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,922 | 3,354 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 69,577 | 3,337 | 1.51% | 1.51% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Royal Harbor Partners, LLC | History | No change | 68,644 | 3,292 | 1.02% | 1.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GenTrust, LLC | History | No change | 66,883 | 3,208 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 66,577 | 3,193 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RW Investment Management LLC | History | No change | 63,821 | 3,061 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 62,263 | 2,986 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 61,848 | 2,967 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 59,333 | 2,845 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Columbia River Financial Group, LLC | History | No change | 56,084 | 2,690 | 1.44% | 1.44% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tilson Financial Group, Inc. | History | No change | 55,746 | 2,673 | 0.74% | 0.74% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 53,870 | 2,583 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 53,232 | 2,553 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | No change | 52,529 | 2,519 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 52,012 | 2,494 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,793 | 2,388 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 49,556 | 2,376 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49,378 | 2,368 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Charles Schwab Trust Co | History | No change | 48,394 | 2,321 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 48,194 | 2,310 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 48,056 | 2,305 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Leisure Capital Management | History | No change | 47,883 | 2,296 | 0.72% | 0.72% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 47,159 | 2,261 | 0.57% | 0.57% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Regal Investment Advisors LLC | History | No change | 47,023 | 2,255 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 46,698 | 2,239 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Detalus Advisors, LLC | History | No change | 45,737 | 2,193 | 0.43% | 0.43% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALTFEST L J & CO INC | History | No change | 45,484 | 2,181 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 45,104 | 2,163 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 44,972 | 2,157 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 44,926 | 2,154 | 0.65% | 0.65% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 43,800 | 2,101 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 43,357 | 2,079 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 42,962 | 2,060 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 43,420 | 2,025 | 0.29% | 0.29% | 102 | +991 | 2.34% | Q3 2026 | Oct 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,090 | 2,018 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chesley Taft & Associates LLC | History | No change | 41,922 | 2,010 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 41,708 | 2,000 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 41,058 | 1,969 | 0.9% | 0.9% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 40,787 | 1,956 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 40,653 | 1,949 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LJI Wealth Management, LLC | History | No change | 40,336 | 1,934 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 38,947 | 1,868 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 38,078 | 1,826 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 37,810 | 1,813 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SteelPeak Wealth, LLC | History | No change | 37,319 | 1,790 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,807 | 1,717 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 35,597 | 1,707 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 35,120 | 1,684 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blueprint Investment Partners LLC | History | No change | 34,955 | 1,676 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 34,955 | 1,676 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 34,699 | 1,664 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 34,536 | 1,656 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 33,915 | 1,626 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 33,901 | 1,626 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 33,389 | 1,602 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 32,391 | 1,553 | 0.2% | 0.2% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 32,279 | 1,548 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 31,759 | 1,523 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FC Advisory LLC | History | Added to | 32,645 | 1,522 | 0.4% | 0.41% | 127 | +179 | 0.55% | Q3 2026 | Oct 05, 2026 |
| Traveka Wealth, LLC | History | No change | 31,473 | 1,509 | 0.5% | 0.5% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 31,457 | 1,508 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 31,219 | 1,497 | 0.31% | 0.31% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 30,980 | 1,485 | 0.23% | 0.23% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 30,947 | 1,484 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 30,591 | 1,467 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 31,323 | 1,461 | 0.51% | 0.79% | 134 | -14,843 | -32.15% | Q3 2026 | Oct 08, 2026 |
| Eagle Strategies LLC | History | No change | 30,231 | 1,450 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 29,693 | 1,424 | 0.33% | 0.33% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 29,400 | 1,410 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 29,063 | 1,394 | 0.3% | 0.3% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | Reduced | 29,855 | 1,392 | 0.12% | 0.13% | 140 | -1,410 | -4.51% | Q3 2026 | Oct 01, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 29,040 | 1,392 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 28,613 | 1,372 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 28,545 | 1,369 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 28,870 | 1,346 | 0.34% | 0.31% | 143 | +4,265 | 17.33% | Q3 2026 | Oct 06, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 28,849 | 1,345 | 0.15% | 0.12% | 144 | +8,074 | 38.86% | Q3 2026 | Oct 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 27,104 | 1,300 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 26,806 | 1,285 | 0.29% | 0.29% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 26,631 | 1,277 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 26,504 | 1,271 | 0.47% | 0.47% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 26,492 | 1,268 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 26,836 | 1,251 | 0.13% | 0.16% | 150 | -3,376 | -11.17% | Q3 2026 | Oct 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 25,777 | 1,236 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rare Wolf Capital LLC | History | No change | 25,693 | 1,232 | 0.79% | 0.79% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOWE & RUSLING INC | History | No change | 25,541 | 1,225 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Financial Group, LLC | History | No change | 25,491 | 1,222 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,405 | 1,218 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 25,604 | 1,194 | 0.32% | 0.27% | 156 | +2,620 | 11.4% | Q3 2026 | Oct 09, 2026 |
| AE Wealth Management LLC | History | No change | 24,855 | 1,192 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aviance Capital Partners, LLC | History | No change | 24,796 | 1,189 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 24,053 | 1,153 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 23,605 | 1,132 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 23,400 | 1,122 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 23,108 | 1,108 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Veratis Advisors, Inc. | History | No change | 22,498 | 1,079 | 0.76% | 0.76% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 22,010 | 1,055 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RiverGlades Family Offices LLC | History | No change | 21,602 | 1,036 | 0.48% | 0.48% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 21,400 | 1,026 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 21,195 | 1,016 | 0.31% | 0.31% | 167 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 21,019 | 1,008 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Omega Financial Group, LLC | History | No change | 20,552 | 985 | 0.3% | 0.3% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,113 | 964 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHOREO, LLC | History | No change | 19,904 | 954 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 19,775 | 948 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Strategies Group, Inc. | History | No change | 19,842 | 947 | 0.15% | 0.15% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prairiewood Capital, LLC | History | No change | 19,630 | 941 | 0.24% | 0.24% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 20,035 | 934 | 0.17% | 0.06% | 175 | +13,483 | 205.78% | Q3 2026 | Oct 05, 2026 |
| Prosperity Planning, Inc. | History | Added to | 19,615 | 915 | 0.2% | 0.21% | 176 | +158 | 0.81% | Q3 2026 | Oct 08, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 19,437 | 906 | 0.02% | 0.01% | 177 | +2 | 0.01% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 18,861 | 904 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 18,827 | 903 | 0.12% | 0.12% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | No change | 18,740 | 898 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNB Bank | History | No change | 18,721 | 897 | 0.35% | 0.35% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 18,715 | 897 | 0.27% | 0.27% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 18,421 | 883 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 18,199 | 872 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 18,138 | 869 | 0.19% | 0.19% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 18,085 | 867 | 0.33% | 0.33% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Transcendent Capital Group LLC | History | No change | 18,023 | 864 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 17,454 | 837 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 16,993 | 815 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NICOLET BANKSHARES INC | History | No change | 16,949 | 812 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Friedenthal Financial | History | No change | 16,705 | 801 | 0.37% | 0.37% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BCS Wealth Management | History | No change | 16,685 | 800 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PAX Financial Group, LLC | History | No change | 16,458 | 789 | 0.12% | 0.12% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 16,250 | 779 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | No change | 16,117 | 773 | 1.1% | 1.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,958 | 765 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 15,858 | 760 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 15,787 | 757 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MATHER GROUP, LLC. | History | No change | 15,383 | 737 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anson Capital, Inc. | History | No change | 15,267 | 732 | 0.48% | 0.48% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 15,224 | 730 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sunflower Bank, N.A. | History | No change | 14,851 | 712 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 14,991 | 699 | 0.53% | 0.59% | 203 | -343 | -2.24% | Q3 2026 | Oct 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 14,019 | 672 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,541 | 649 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 13,205 | 633 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RMR Wealth Builders | History | No change | 13,142 | 630 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,000 | 623 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | No change | 12,825 | 615 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, LLC | History | No change | 12,816 | 614 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,719 | 610 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equita Financial Network, Inc. | History | No change | 12,607 | 604 | 0.17% | 0.17% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,486 | 598 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONEYWISE, INC. | History | No change | 12,452 | 597 | 0.22% | 0.22% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 12,446 | 596 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KWMG, LLC | History | Reduced | 12,613 | 588 | 0.04% | 0.1% | 216 | -16,361 | -56.47% | Q3 2026 | Oct 07, 2026 |
| Wakefield Asset Management LLLP | History | No change | 11,661 | 559 | 0.13% | 0.13% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 11,578 | 555 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 11,825 | 551 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Strategic Blueprint, LLC | History | No change | 11,434 | 548 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 11,421 | 547 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 11,207 | 536 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,931 | 524 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 10,848 | 520 | 0.21% | 0.21% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,729 | 514 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 10,668 | 511 | 0.16% | 0.16% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,653 | 510 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,634 | 510 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,618 | 509 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| APS Management Group, Inc. | History | No change | 10,620 | 509 | 0.39% | 0.39% | 230 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Curi Capital, LLC | History | No change | 10,399 | 498 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 10,392 | 498 | 0.43% | 0.43% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Altus Wealth Management, LLC | History | No change | 10,379 | 497 | 0.19% | 0.19% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,185 | 488 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | No change | 9,766 | 468 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,741 | 467 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MY Wealth Management Inc. | History | No change | 9,743 | 467 | 0.33% | 0.33% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invst, LLC | History | No change | 9,683 | 464 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROCKLAND TRUST CO | History | New | 9,875 | 460 | 0.02% | — | 239 | +9,875 | New | Q3 2026 | Oct 05, 2026 |
| Lifeworks Advisors, LLC | History | No change | 9,384 | 450 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 9,307 | 446 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 9,261 | 444 | 0.18% | 0.18% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TritonPoint Partners, LLC | History | No change | 9,236 | 443 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 9,150 | 438 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9,097 | 436 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avant Financial Advisors LLC | History | No change | 9,056 | 434 | 0.27% | 0.27% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SEEDS INVESTOR LLC | History | No change | 8,816 | 422 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 8,788 | 421 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 8,744 | 419 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 8,871 | 413 | 0.05% | 0.06% | 250 | -314 | -3.42% | Q3 2026 | Oct 09, 2026 |
| Continuum Advisory, LLC | History | No change | 8,541 | 409 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,465 | 406 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisors, LLC | History | No change | 8,401 | 402 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 8,401 | 402 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,361 | 401 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evensky & Katz LLC | History | No change | 8,128 | 390 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 8,081 | 387 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 7,840 | 376 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,838 | 375 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 7,776 | 372 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 7,617 | 365 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 7,585 | 363 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,409 | 355 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Phillip James Consulting Co. | History | No change | 7,382 | 354 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 7,552 | 352 | 0.01% | 0.01% | 265 | +2,183 | 40.66% | Q3 2026 | Oct 07, 2026 |
| CAP Partners, LLC | History | No change | 7,334 | 351 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FULTON BANK, N.A. | History | No change | 7,311 | 350 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,271 | 348 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rock Point Advisors, LLC | History | No change | 7,250 | 347 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 7,426 | 346 | 0.08% | 0.09% | 270 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 7,080 | 339 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Burk Holdings LLC | History | No change | 7,002 | 335 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascade Financial Partners, LLC | History | No change | 6,944 | 333 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,896 | 330 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,859 | 329 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 6,831 | 327 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,800 | 326 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,784 | 325 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAILARD, INC. | History | No change | 6,752 | 323 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 6,673 | 320 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HORIZON CORP | History | No change | 6,592 | 316 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 6,579 | 316 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keener Financial Planning LLC | History | No change | 6,607 | 316 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Next Level Private LLC | History | No change | 6,575 | 315 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,519 | 312 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Perspectives, Inc | History | No change | 6,491 | 311 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,374 | 305 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,313 | 303 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krane Financial Solutions LLC | History | No change | 6,289 | 301 | 0.19% | 0.19% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,250 | 299 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 6,174 | 296 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fullerton Advisors, LLC | History | No change | 6,182 | 296 | 0.28% | 0.28% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 6,070 | 291 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6,039 | 289 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 5,990 | 287 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,929 | 284 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 5,911 | 283 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 5,862 | 281 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 5,872 | 281 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,793 | 277 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fortis Capital Management LLC | History | No change | 5,699 | 273 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,671 | 272 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 5,581 | 267 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 5,551 | 266 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 5,366 | 257 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VestGen Advisors, LLC | History | No change | 5,325 | 255 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,293 | 253 | 0.04% | 0.04% | 307 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 5,239 | 251 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 5,150 | 247 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 5,016 | 240 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,909 | 235 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keebeck Wealth Management | History | No change | 4,823 | 231 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | No change | 4,814 | 230 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 4,685 | 224 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,650 | 223 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 4,644 | 222 | 0.15% | 0.15% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Financial LLC | History | No change | 4,525 | 217 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 4,528 | 217 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,516 | 216 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,452 | 213 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RMG Wealth Management LLC | History | No change | 8,544 | 213 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,325 | 207 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,233 | 202 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 4,224 | 202 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,205 | 201 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,393 | 162 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 3,261 | 156 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,851 | 132 | 0.0% | 0.0% | 328 | -295 | -9.38% | Q3 2026 | Oct 05, 2026 |
| Rossmore Private Capital | History | No change | 2,195 | 105 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | No change | 2,194 | 105 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,112 | 101 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,100 | 100 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | No change | 1,712 | 82 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | No change | 1,563 | 74 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,508 | 72 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,440 | 69 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,384 | 66 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,350 | 64 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,348 | 64 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,235 | 59 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,067 | 51 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilltop National Bank | History | No change | 992 | 47 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Atlatl Advisers LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 818 | 39 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 796 | 38 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 775 | 37 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LGT Financial Advisors LLC | History | No change | 731 | 35 | 0.19% | 0.19% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 689 | 33 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 688 | 33 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independence Bank of Kentucky | History | No change | 545 | 26 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 547 | 26 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 530 | 25 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 533 | 25 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 537 | 25 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 500 | 23 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | No change | 500 | 23 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 481 | 23 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 476 | 22 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 395 | 18 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 378 | 18 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 373 | 17 | 0.0% | — | 361 | +373 | New | Q3 2026 | Oct 09, 2026 |
| Winthrop Capital Management, LLC | History | No change | 336 | 16 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 325 | 15 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 315 | 14 | 0.0% | 0.0% | 364 | -159 | -33.54% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 294 | 14 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 279 | 13 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WPG Advisers, LLC | History | No change | 262 | 12 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 213 | 10 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 203 | 9 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 199 | 9 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 173 | 8 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Park Place Capital Corp | History | No change | 146 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 130 | 6 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | No change | 134 | 6 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Crewe Advisors LLC | History | No change | 133 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED REEF ADVISORS LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 77 | 3 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 65 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 38 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 41 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFW Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,063 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Hardin Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,257 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |