SPDR SERIES TRUST - SLYG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 8,857,722 | 1,055,220 | 0.24% | 0.24% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,062,120 | 126,530 | 0.22% | 0.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 939,694 | 111,945 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 882,645 | 105,149 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 804,140 | 96,009 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 732,397 | 87,250 | 1.27% | 1.27% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 626,233 | 67,528 | 0.2% | 0.2% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Enterprises, LLC | History | No change | 554,547 | 66,063 | 3.2% | 3.2% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Everhart Financial Group, Inc. | History | No change | 538,759 | 64,182 | 4.11% | 4.11% | 9 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cetera Investment Advisers | History | No change | 518,242 | 61,738 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 403,762 | 48,100 | 1.14% | 1.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 403,692 | 48,091 | 4.36% | 4.36% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 380,346 | 45,310 | 2.36% | 2.36% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Convergence Financial, LLC | History | No change | 365,342 | 43,523 | 3.46% | 3.46% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 352,536 | 41,997 | 1.05% | 1.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 352,106 | 41,946 | 1.24% | 1.24% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 317,677 | 37,844 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 300,728 | 35,825 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 286,594 | 34,141 | 3.75% | 3.75% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 281,801 | 33,570 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 273,222 | 32,555 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 256,942 | 30,609 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 254,137 | 30,275 | 1.11% | 1.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AIRE ADVISORS, LLC | History | No change | 230,151 | 27,417 | 4.46% | 4.46% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 232,974 | 27,403 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 216,097 | 25,743 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 206,257 | 24,571 | 0.83% | 0.83% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 205,387 | 24,467 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klingman & Associates, LLC | History | No change | 203,898 | 24,290 | 1.03% | 1.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 179,787 | 21,418 | 3.36% | 3.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 179,671 | 21,404 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 168,328 | 20,052 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 164,987 | 19,654 | 2.06% | 2.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 164,196 | 19,560 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 151,367 | 18,032 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Optimist Retirement Group LLC | History | No change | 131,839 | 15,705 | 6.06% | 6.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 125,342 | 14,932 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marietta Wealth Management, LLC | History | No change | 120,589 | 14,365 | 1.48% | 1.48% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 119,563 | 14,243 | 3.77% | 3.77% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 115,518 | 13,761 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 111,228 | 13,250 | 1.73% | 1.73% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 109,766 | 13,068 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 109,263 | 13,016 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MONECO ADVISORS, LLC | History | No change | 104,727 | 12,476 | 0.76% | 0.76% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 102,047 | 12,156 | 1.74% | 1.74% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | No change | 101,204 | 12,056 | 0.49% | 0.49% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 98,823 | 11,772 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | No change | 95,010 | 11,318 | 0.32% | 0.32% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 88,793 | 10,577 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 85,532 | 10,189 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 85,007 | 10,126 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,540 | 10,012 | 0.83% | 0.83% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | No change | 83,841 | 9,721 | 1.55% | 1.55% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 80,325 | 9,569 | 1.57% | 1.57% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 79,642 | 9,487 | 3.51% | 3.51% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | No change | 78,831 | 9,391 | 3.84% | 3.84% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 78,256 | 9,322 | 2.11% | 2.11% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 77,246 | 9,202 | 0.59% | 0.59% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 76,893 | 9,160 | 0.56% | 0.56% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 75,788 | 9,028 | 3.7% | 3.7% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KWB Wealth | History | No change | 75,460 | 8,989 | 0.77% | 0.77% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 76,168 | 8,859 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leslie Global Wealth, LLC | History | No change | 74,342 | 8,856 | 3.45% | 3.45% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 74,006 | 8,816 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 72,747 | 8,666 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 72,105 | 8,590 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 70,704 | 8,422 | 5.26% | 5.26% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 70,377 | 8,384 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 69,785 | 8,313 | 0.74% | 0.74% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 67,025 | 7,984 | 0.42% | 0.42% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 66,065 | 7,870 | 1.88% | 1.88% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roberts Financial Services LLC | History | No change | 60,445 | 7,200 | 2.11% | 2.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,148 | 7,165 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 59,885 | 7,134 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 59,507 | 7,089 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 59,426 | 7,079 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 58,994 | 7,027 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 58,728 | 6,996 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 58,309 | 6,946 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 58,013 | 6,911 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Security Advisor, Inc. | History | No change | 56,967 | 6,786 | 1.1% | 1.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Junk Investment Group, LLC | History | No change | 55,293 | 6,587 | 2.92% | 2.92% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 53,910 | 6,422 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 53,858 | 6,416 | 1.8% | 1.8% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Financial Group LLC | History | No change | 53,306 | 6,350 | 2.23% | 2.23% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 51,100 | 6,087 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 50,899 | 6,063 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 50,818 | 6,053 | 2.5% | 2.5% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Concepts Unlimited, Inc. | History | No change | 49,817 | 5,934 | 4.65% | 4.65% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 49,741 | 5,925 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 48,753 | 5,807 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ERn Financial, LLC | History | No change | 48,685 | 5,799 | 0.96% | 0.96% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quent Capital, LLC | History | No change | 48,626 | 5,792 | 0.36% | 0.36% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TME FINANCIAL, INC. | History | No change | 48,447 | 5,771 | 3.56% | 3.56% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 48,384 | 5,764 | 1.82% | 1.82% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 49,303 | 5,763 | 3.51% | 3.51% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 47,644 | 5,675 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 47,404 | 5,647 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 46,919 | 5,589 | 2.01% | 2.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Livet Wealth, LLC | History | No change | 45,748 | 5,450 | 3.14% | 3.14% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 45,422 | 5,411 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 45,091 | 5,371 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 45,049 | 5,366 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Probity Advisors, Inc. | History | No change | 44,748 | 5,330 | 0.76% | 0.76% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 44,715 | 5,326 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marathon Mission, Inc. | History | Added to | 49,257 | 5,269 | 2.66% | 2.88% | 106 | +815 | 1.68% | Q3 2026 | Oct 01, 2026 |
| Roan Capital Partners | History | No change | 42,817 | 5,100 | 4.23% | 4.23% | 107 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 42,739 | 5,091 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 41,737 | 4,972 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compton Financial Group, LLC | History | No change | 41,246 | 4,913 | 0.95% | 0.95% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 41,878 | 4,798 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | No change | 39,540 | 4,710 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carolina Wealth Management Inc | History | No change | 39,530 | 4,709 | 2.17% | 2.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 39,462 | 4,701 | 0.15% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 38,475 | 4,583 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 38,164 | 4,546 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MCF Advisors LLC | History | No change | 36,634 | 4,364 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 35,646 | 4,246 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 35,035 | 4,173 | 0.76% | 0.76% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 34,642 | 4,126 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,455 | 3,985 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 32,224 | 3,838 | 0.21% | 0.21% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 32,118 | 3,826 | 0.15% | 0.15% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 31,962 | 3,807 | 0.32% | 0.32% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 31,628 | 3,767 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 30,994 | 3,692 | 0.7% | 0.7% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 30,936 | 3,686 | 0.24% | 0.24% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 30,829 | 3,672 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 30,451 | 3,627 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 30,443 | 3,626 | 0.18% | 0.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Copia Wealth Management | History | No change | 30,213 | 3,599 | 2.16% | 2.16% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 29,898 | 3,561 | 1.54% | 1.54% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portside Wealth Group, LLC | History | No change | 29,812 | 3,551 | 0.41% | 0.41% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 29,753 | 3,544 | 0.24% | 0.24% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collier Financial | History | No change | 29,352 | 3,496 | 2.39% | 2.39% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trilogy Capital Inc. | History | No change | 28,736 | 3,423 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 27,733 | 3,303 | 0.94% | 0.94% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 27,650 | 3,293 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 27,009 | 3,217 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 26,606 | 3,169 | 0.29% | 0.29% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEN Financial Management, INC. | History | No change | 26,017 | 3,099 | 1.85% | 1.85% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 25,977 | 3,094 | 1.66% | 1.66% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 25,568 | 3,045 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 25,280 | 3,011 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 25,282 | 3,011 | 1.27% | 1.27% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tempo Wealth, LLC | History | No change | 25,176 | 2,999 | 0.44% | 0.44% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 24,928 | 2,969 | 0.24% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,885 | 2,845 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 23,858 | 2,842 | 0.11% | 0.11% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barden Capital Management, Inc. | History | No change | 23,686 | 2,821 | 2.6% | 2.6% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 23,614 | 2,813 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Square, LLC | History | No change | 24,077 | 2,800 | 1.23% | 1.23% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 23,490 | 2,798 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FMR LLC | History | No change | 23,430 | 2,791 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,424 | 2,790 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarus Wealth Advisors | History | No change | 23,981 | 2,765 | 1.07% | 1.07% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bleakley Financial Group, LLC | History | No change | 23,168 | 2,760 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Councilor Wealth, LLC | History | No change | 23,085 | 2,750 | 1.11% | 1.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 23,013 | 2,741 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Financial Group | History | No change | 22,526 | 2,683 | 2.03% | 2.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 22,423 | 2,671 | 1.21% | 1.21% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 22,201 | 2,644 | 1.41% | 1.41% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ignite Planners, LLC | History | No change | 21,745 | 2,591 | 0.36% | 0.36% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 21,626 | 2,576 | 0.53% | 0.53% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Merit Financial Group, LLC | History | No change | 21,573 | 2,569 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 20,522 | 2,444 | 0.55% | 0.55% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 20,144 | 2,399 | 1.13% | 1.13% | 167 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 19,997 | 2,382 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 19,331 | 2,302 | 0.66% | 0.66% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | No change | 19,308 | 2,300 | 0.15% | 0.15% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 19,215 | 2,289 | 0.8% | 0.8% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAdam, LLC | History | No change | 19,152 | 2,281 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Watch Advisors, INC | History | No change | 18,971 | 2,260 | 0.73% | 0.73% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 18,975 | 2,260 | 0.34% | 0.34% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 18,674 | 2,224 | 1.87% | 1.87% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Partners in Financial Planning | History | No change | 18,158 | 2,163 | 0.33% | 0.33% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TAGStone Capital, Inc. | History | No change | 18,119 | 2,158 | 0.69% | 0.69% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triangle Securities Wealth Management | History | No change | 18,038 | 2,148 | 0.43% | 0.43% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Walsh & Associates, LLC | History | No change | 17,315 | 2,062 | 1.68% | 1.68% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Advisors Network, Inc. | History | No change | 16,987 | 2,023 | 0.25% | 0.25% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,750 | 1,995 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 16,388 | 1,952 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 16,144 | 1,923 | 0.39% | 0.39% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 15,987 | 1,904 | 0.28% | 0.28% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 15,860 | 1,889 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Courage Miller Partners, LLC | History | No change | 15,701 | 1,870 | 0.49% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,651 | 1,864 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | No change | 15,533 | 1,812 | 0.49% | 0.49% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | No change | 13,829 | 1,647 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Squared Financial LLC | History | No change | 13,506 | 1,608 | 1.05% | 1.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blue Capital, Inc. | History | No change | 13,456 | 1,603 | 1.02% | 1.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LTG Capital LLC | History | No change | 13,434 | 1,600 | 1.07% | 1.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 13,325 | 1,587 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Investors Research Corp | History | No change | 13,234 | 1,576 | 0.28% | 0.28% | 194 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13,209 | 1,573 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WILLNER & HELLER, LLC | History | No change | 13,173 | 1,569 | 0.98% | 0.98% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,298 | 1,568 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 13,125 | 1,563 | 2.02% | 2.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Haverford Trust Co | History | No change | 13,108 | 1,561 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 13,003 | 1,549 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 12,774 | 1,521 | 0.63% | 0.63% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,639 | 1,505 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Indie Asset Partners, LLC | History | No change | 12,486 | 1,487 | 1.42% | 1.42% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,399 | 1,477 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,300 | 1,465 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 15,131 | 1,461 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 12,175 | 1,450 | 0.11% | 0.11% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Payne Capital Management, LLC | History | No change | 12,074 | 1,438 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Retirement Advice LLC | History | No change | 11,909 | 1,418 | 0.97% | 0.97% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 11,810 | 1,406 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 11,768 | 1,401 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,732 | 1,398 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 11,722 | 1,396 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 11,573 | 1,378 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 11,426 | 1,361 | 0.29% | 0.29% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 11,335 | 1,350 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,017 | 1,312 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 10,936 | 1,302 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PSI Advisors, LLC | History | No change | 10,810 | 1,287 | 0.3% | 0.3% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,738 | 1,279 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,415 | 1,240 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | No change | 10,272 | 1,223 | 0.27% | 0.27% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,236 | 1,219 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 10,041 | 1,196 | 0.34% | 0.34% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,860 | 1,174 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 9,747 | 1,161 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,745 | 1,160 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 9,239 | 1,100 | 0.68% | 0.68% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVFG LLC | History | No change | 9,171 | 1,092 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 9,398 | 1,080 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestwell Advisors, LLC | History | No change | 8,878 | 1,057 | 0.25% | 0.25% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 8,814 | 1,050 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 8,741 | 1,041 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | No change | 8,682 | 1,034 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 8,676 | 1,033 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,635 | 1,028 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Wealth Services, LLC | History | No change | 8,629 | 1,028 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 8,603 | 1,024 | 0.49% | 0.49% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,561 | 1,019 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,486 | 1,010 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 8,417 | 1,002 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 8,100 | 964 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 8,086 | 963 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANCE WEALTH, LLC | History | No change | 7,974 | 949 | 0.21% | 0.21% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 7,960 | 948 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Winthrop Capital Management, LLC | History | No change | 7,933 | 945 | 0.23% | 0.23% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,842 | 934 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Slagle Financial, LLC | History | No change | 7,758 | 924 | 0.28% | 0.28% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,625 | 908 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,393 | 880 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 7,347 | 875 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 7,347 | 875 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 8,964 | 866 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,267 | 865 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equity Wealth Partners, LLC | History | No change | 7,222 | 860 | 0.31% | 0.31% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Inspire Advisors, LLC | History | No change | 7,187 | 855 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | No change | 7,173 | 854 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CENTRAL TRUST Co | History | No change | 7,084 | 843 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 6,922 | 824 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,876 | 819 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 6,811 | 811 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 6,747 | 803 | 0.52% | 0.52% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Idaho Trust Co | History | No change | 6,693 | 797 | 0.23% | 0.23% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 6,692 | 797 | 0.07% | 0.07% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | No change | 6,500 | 774 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freedom Investment Management, Inc. | History | No change | 6,472 | 770 | 0.21% | 0.21% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 6,453 | 768 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 6,370 | 758 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,319 | 752 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vawter Financial, Ltd. | History | No change | 6,206 | 739 | 0.28% | 0.28% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 6,096 | 726 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Strategies LLC | History | No change | 6,085 | 724 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 6,070 | 723 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 5,991 | 713 | 0.72% | 0.72% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 6,024 | 712 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlas Brown,Inc. | History | No change | 5,975 | 711 | 0.19% | 0.19% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 6,133 | 709 | 0.04% | 0.04% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,747 | 685 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,676 | 676 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,668 | 675 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 5,516 | 657 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First City Capital Management, Inc. | History | No change | 5,493 | 654 | 0.32% | 0.32% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 5,480 | 652 | 0.23% | 0.23% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantinno Capital Management LP | History | No change | 5,457 | 650 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 5,437 | 647 | 0.17% | 0.17% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 5,409 | 644 | 0.16% | 0.16% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,383 | 641 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 5,377 | 640 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 5,349 | 637 | 0.38% | 0.38% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,330 | 634 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,321 | 633 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigate Wealth Management, LLC | History | No change | 5,458 | 629 | 0.39% | 0.39% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 5,278 | 628 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 5,225 | 622 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,194 | 618 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | No change | 5,207 | 615 | 0.17% | 0.17% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORDEN GROUP LLC | History | No change | 5,162 | 614 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 5,085 | 605 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wellington Grp LLC | History | No change | 5,058 | 602 | 0.16% | 0.16% | 299 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Flagship Private Wealth, LLC | History | No change | 5,043 | 600 | 0.21% | 0.21% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |