SPDR SERIES TRUST - SLYV
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 | 7,166,475 | 781,933 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,038,990 | 113,364 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 1,001,138 | 109,234 | 12.43% | 12.43% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 960,074 | 104,753 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 834,093 | 91,007 | 1.32% | 1.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 565,677 | 61,721 | 6.79% | 6.79% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 556,313 | 60,699 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 545,069 | 59,604 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | No change | 381,642 | 41,641 | 3.31% | 3.31% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 374,631 | 40,875 | 1.78% | 1.78% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 367,902 | 40,141 | 0.95% | 0.95% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 324,356 | 35,390 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 322,641 | 35,203 | 3.2% | 3.2% | 13 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 318,546 | 34,756 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 305,286 | 33,309 | 1.77% | 1.77% | 15 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 288,425 | 31,470 | 17.32% | 17.32% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 280,730 | 30,630 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 279,909 | 30,540 | 1.3% | 1.3% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 279,896 | 30,539 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 278,220 | 30,356 | 2.3% | 2.3% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evensky & Katz LLC | History | No change | 254,349 | 27,752 | 1.43% | 1.43% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 230,724 | 25,174 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 255,802 | 24,193 | 1.49% | 1.49% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 219,289 | 23,932 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 219,319 | 23,929 | 2.02% | 2.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| One Day In July LLC | History | No change | 217,834 | 23,767 | 1.65% | 1.65% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wrenne Financial Planning LLC | History | No change | 211,985 | 23,129 | 7.81% | 7.81% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 210,616 | 22,980 | 0.78% | 0.78% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 200,367 | 21,862 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 199,840 | 21,804 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 197,628 | 21,055 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Strategies Group, Inc. | History | No change | 188,300 | 20,630 | 3.29% | 3.29% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 184,716 | 20,154 | 0.74% | 0.74% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 184,101 | 20,087 | 1.05% | 1.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 183,331 | 20,003 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 180,724 | 19,718 | 3.23% | 3.23% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 178,621 | 19,489 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 176,693 | 19,279 | 0.48% | 0.48% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| American Financial Advisors, LLC | History | No change | 161,395 | 17,609 | 2.12% | 2.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 154,964 | 16,900 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 152,819 | 16,674 | 0.92% | 0.92% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150,501 | 16,427 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 142,458 | 15,543 | 0.32% | 0.32% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 138,743 | 15,138 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optimist Retirement Group LLC | History | No change | 136,908 | 14,938 | 5.76% | 5.76% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lutz Financial Services LLC | History | No change | 136,271 | 14,868 | 0.91% | 0.91% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 135,160 | 14,747 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 130,437 | 14,231 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 129,564 | 14,136 | 6.13% | 6.13% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 128,076 | 13,974 | 2.66% | 2.66% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triangle Securities Wealth Management | History | No change | 124,315 | 13,563 | 2.69% | 2.69% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BIP Wealth, LLC | History | No change | 121,966 | 13,307 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rothschild Wealth LLC | History | No change | 119,184 | 13,004 | 1.04% | 1.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 115,867 | 12,642 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 106,354 | 11,604 | 0.73% | 0.73% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LPWM LLC | History | No change | 101,312 | 11,054 | 2.45% | 2.45% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 99,910 | 10,901 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 99,101 | 10,812 | 0.72% | 0.72% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 99,126 | 10,804 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capasso Planning Partners LLC | History | No change | 97,845 | 10,675 | 5.32% | 5.32% | 60 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 97,149 | 10,599 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 94,166 | 10,274 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 92,717 | 10,116 | 0.82% | 0.82% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 88,473 | 9,653 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 87,923 | 9,593 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Enterprises, LLC | History | No change | 87,234 | 9,518 | 0.46% | 0.46% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 85,389 | 9,316 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 90,729 | 9,244 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRB Wealth Management, LLC | History | No change | 83,737 | 9,136 | 1.22% | 1.22% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trilogy Capital Inc. | History | No change | 81,461 | 8,888 | 0.34% | 0.34% | 70 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MATHER GROUP, LLC. | History | No change | 81,169 | 8,856 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 80,491 | 8,782 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 80,103 | 8,740 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 79,112 | 8,631 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 78,485 | 8,563 | 3.51% | 3.51% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arnold Financial Planning LLC | History | No change | 75,505 | 8,238 | 6.14% | 6.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 75,656 | 8,231 | 0.9% | 0.9% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NWAM LLC | History | No change | 74,379 | 8,115 | 0.41% | 0.41% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KWB Wealth | History | No change | 71,378 | 7,788 | 0.67% | 0.67% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 72,196 | 7,506 | 4.72% | 4.72% | 80 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| Cambridge Financial Group, LLC | History | No change | 68,669 | 7,492 | 2.36% | 2.36% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 68,241 | 7,445 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONECO ADVISORS, LLC | History | No change | 67,943 | 7,413 | 0.45% | 0.45% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIRE ADVISORS, LLC | History | No change | 66,815 | 7,290 | 1.19% | 1.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 65,181 | 7,112 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 63,149 | 6,890 | 0.9% | 0.9% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 62,404 | 6,808 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Roberts Financial Services LLC | History | No change | 61,436 | 6,703 | 1.96% | 1.96% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 60,684 | 6,621 | 0.87% | 0.87% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 59,924 | 6,538 | 2.29% | 2.29% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 59,287 | 6,468 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 53,973 | 5,888 | 0.84% | 0.84% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 53,316 | 5,817 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Midwest Trust Co | History | No change | 52,831 | 5,764 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 52,529 | 5,622 | 3.43% | 3.43% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marathon Mission, Inc. | History | Added to | 54,707 | 5,588 | 2.82% | 2.97% | 96 | +202 | 0.37% | Q3 2026 | Oct 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 51,001 | 5,564 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 50,259 | 5,483 | 3.43% | 3.43% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50,142 | 5,454 | 0.45% | 0.45% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamilton Capital, LLC | History | No change | 49,600 | 5,411 | 0.27% | 0.27% | 100 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sankala Group LLC | History | No change | 46,415 | 5,123 | 3.42% | 3.42% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| New Hampshire Trust | History | No change | 46,224 | 5,043 | 0.95% | 0.95% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 44,937 | 4,903 | 0.44% | 0.44% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 44,826 | 4,890 | 1.55% | 1.55% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compton Financial Group, LLC | History | No change | 44,658 | 4,872 | 0.94% | 0.94% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43,806 | 4,779 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 43,054 | 4,697 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TAGStone Capital, Inc. | History | No change | 42,400 | 4,626 | 1.47% | 1.47% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 41,022 | 4,475 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Councilor Wealth, LLC | History | No change | 40,877 | 4,460 | 1.8% | 1.8% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 40,833 | 4,455 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 40,806 | 4,452 | 0.16% | 0.16% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 39,895 | 4,316 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAILARD, INC. | History | No change | 38,460 | 4,196 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 38,365 | 4,186 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 38,302 | 4,179 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Krilogy Financial LLC | History | No change | 38,219 | 4,170 | 0.12% | 0.12% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 37,771 | 4,121 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 37,501 | 4,091 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 36,613 | 3,994 | 0.73% | 0.73% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 35,542 | 3,877 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carolina Wealth Management Inc | History | No change | 35,453 | 3,868 | 1.78% | 1.78% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 35,035 | 3,822 | 0.56% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Capital Management Ltd | History | No change | 34,896 | 3,807 | 0.72% | 0.72% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 33,764 | 3,684 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tradition Wealth Management, LLC | History | No change | 33,584 | 3,664 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 33,158 | 3,617 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 33,070 | 3,608 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Guidance Group, Inc. | History | No change | 32,948 | 3,594 | 1.34% | 1.34% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 32,086 | 3,500 | 0.09% | 0.09% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tortoise Investment Management, LLC | History | No change | 32,052 | 3,497 | 0.26% | 0.26% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Partners in Financial Planning | History | No change | 31,729 | 3,461 | 0.52% | 0.52% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 31,636 | 3,451 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 31,412 | 3,427 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meredith Wealth Planning | History | No change | 31,354 | 3,421 | 0.81% | 0.81% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Collier Financial | History | No change | 31,176 | 3,401 | 2.33% | 2.33% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,110 | 3,394 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 30,194 | 3,294 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Junk Investment Group, LLC | History | No change | 29,904 | 3,262 | 1.44% | 1.44% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,937 | 3,255 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 29,831 | 3,255 | 0.22% | 0.22% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 29,336 | 3,200 | 1.34% | 1.34% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livet Wealth, LLC | History | No change | 29,170 | 3,182 | 1.84% | 1.84% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 28,140 | 3,070 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 27,495 | 2,999 | 2.53% | 2.53% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,972 | 2,944 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 26,561 | 2,898 | 1.22% | 1.22% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MidFirst Bank | History | No change | 26,291 | 2,868 | 0.2% | 0.2% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,280 | 2,867 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 26,252 | 2,864 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 25,806 | 2,815 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 27,553 | 2,814 | 0.58% | 0.62% | 152 | -400 | -1.43% | Q3 2026 | Oct 05, 2026 |
| Marotta Asset Management | History | Reduced | 27,243 | 2,782 | 0.47% | 0.54% | 153 | -2,607 | -8.73% | Q3 2026 | Oct 02, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 25,481 | 2,780 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 25,140 | 2,743 | 0.56% | 0.56% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FMR LLC | History | No change | 25,100 | 2,738 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 24,206 | 2,641 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 24,002 | 2,618 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 23,904 | 2,608 | 0.47% | 0.47% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 23,261 | 2,538 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 22,796 | 2,487 | 0.25% | 0.25% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leslie Global Wealth, LLC | History | No change | 22,587 | 2,464 | 0.96% | 0.96% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Indie Asset Partners, LLC | History | No change | 22,563 | 2,461 | 2.36% | 2.36% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 22,434 | 2,447 | 0.69% | 0.69% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 21,969 | 2,397 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 21,866 | 2,385 | 0.98% | 0.98% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 21,802 | 2,378 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 21,719 | 2,369 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 21,708 | 2,368 | 0.36% | 0.36% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 21,567 | 2,353 | 0.27% | 0.27% | 170 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 21,422 | 2,337 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quartz Partners, LLC | History | No change | 21,399 | 2,334 | 0.76% | 0.76% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 21,255 | 2,319 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ignite Planners, LLC | History | No change | 21,213 | 2,315 | 0.32% | 0.32% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Payne Capital Management, LLC | History | No change | 21,219 | 2,315 | 0.62% | 0.62% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 21,175 | 2,310 | 0.49% | 0.49% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kassira Wealth Management LLC | History | No change | 20,990 | 2,290 | 1.84% | 1.84% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,585 | 2,245 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 20,251 | 2,209 | 0.67% | 0.67% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 20,190 | 2,202 | 0.35% | 0.35% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sensible Money, LLC | History | No change | 19,795 | 2,159 | 0.57% | 0.57% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversify Advisory Services, LLC | History | No change | 19,852 | 2,156 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 19,852 | 2,156 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 19,071 | 2,080 | 0.73% | 0.73% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 19,059 | 2,079 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,786 | 2,049 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Melone Private Wealth, LLC | History | No change | 18,500 | 2,018 | 0.77% | 0.77% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MCF Advisors LLC | History | No change | 18,333 | 2,000 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opus Capital Group, LLC | History | No change | 18,191 | 1,985 | 0.19% | 0.19% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversified Trust Co | History | No change | 18,053 | 1,969 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 17,958 | 1,959 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 17,916 | 1,954 | 0.12% | 0.12% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,758 | 1,937 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Courage Miller Partners, LLC | History | No change | 17,360 | 1,894 | 0.5% | 0.5% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 17,342 | 1,892 | 0.16% | 0.16% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McAdam, LLC | History | No change | 17,302 | 1,887 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,128 | 1,868 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 17,117 | 1,863 | 0.21% | 0.21% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 16,823 | 1,835 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Phillip James Consulting Co. | History | No change | 16,781 | 1,830 | 1.22% | 1.22% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,609 | 1,812 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 15,820 | 1,726 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | No change | 15,793 | 1,723 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LTG Capital LLC | History | No change | 15,689 | 1,711 | 1.14% | 1.14% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 15,608 | 1,703 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 15,586 | 1,700 | 0.28% | 0.28% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ERn Financial, LLC | History | No change | 15,232 | 1,662 | 0.28% | 0.28% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 14,971 | 1,633 | 0.33% | 0.33% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avant Financial Advisors LLC | History | No change | 14,877 | 1,623 | 1.01% | 1.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Firestone Capital Management | History | No change | 14,729 | 1,607 | 0.3% | 0.3% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 14,581 | 1,590 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laraway Financial Advisors Inc | History | No change | 14,171 | 1,546 | 0.94% | 0.94% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 14,171 | 1,546 | 0.74% | 0.74% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,000 | 1,527 | 0.26% | 0.26% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kendall Capital Management | History | No change | 14,000 | 1,527 | 0.25% | 0.25% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 13,919 | 1,518 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 13,666 | 1,491 | 0.61% | 0.61% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 13,491 | 1,472 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Investment Services, Inc. | History | No change | 13,486 | 1,471 | 0.31% | 0.31% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 13,340 | 1,455 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 13,104 | 1,429 | 0.19% | 0.19% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 12,967 | 1,414 | 0.76% | 0.76% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 12,760 | 1,392 | 0.31% | 0.31% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12,737 | 1,389 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Occidental Asset Management, LLC | History | No change | 12,522 | 1,366 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,475 | 1,361 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,343 | 1,347 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,345 | 1,346 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,280 | 1,339 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 12,257 | 1,337 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Highland Financial Advisors, LLC | History | No change | 12,179 | 1,328 | 0.29% | 0.29% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hardin Capital Partners, LLC | History | No change | 12,029 | 1,313 | 0.61% | 0.61% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 11,964 | 1,305 | 0.81% | 0.81% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 11,890 | 1,297 | 0.59% | 0.59% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,834 | 1,291 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,751 | 1,281 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Capital, Inc. | History | No change | 11,587 | 1,264 | 0.8% | 0.8% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Advisors Network, Inc. | History | No change | 11,390 | 1,242 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 11,259 | 1,228 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 11,230 | 1,225 | 0.65% | 0.65% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 11,157 | 1,217 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 11,135 | 1,214 | 0.44% | 0.44% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,110 | 1,212 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 11,019 | 1,202 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 10,998 | 1,199 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balance Wealth Partners LLC | History | No change | 10,975 | 1,197 | 0.32% | 0.32% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10,884 | 1,187 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Squared Financial LLC | History | No change | 10,696 | 1,167 | 0.76% | 0.76% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10,649 | 1,161 | 0.27% | 0.27% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,597 | 1,156 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 10,472 | 1,142 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | No change | 10,315 | 1,125 | 0.25% | 0.25% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,214 | 1,114 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Facet Wealth, Inc. | History | No change | 10,154 | 1,107 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | No change | 10,085 | 1,100 | 0.07% | 0.07% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 10,004 | 1,091 | 0.13% | 0.13% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,997 | 1,090 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 9,821 | 1,071 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVFG LLC | History | No change | 9,594 | 1,046 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beckerman Institutional, LLC | History | No change | 9,564 | 1,043 | 0.5% | 0.5% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | No change | 9,351 | 1,020 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 9,014 | 983 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carter Financial Group, INC. | History | No change | 8,964 | 978 | 0.51% | 0.51% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 8,952 | 976 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,939 | 975 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Betterment LLC | History | No change | 8,902 | 971 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 8,832 | 960 | 0.74% | 0.74% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Everhart Financial Group, Inc. | History | No change | 8,795 | 959 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,661 | 944 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestwell Advisors, LLC | History | No change | 8,649 | 943 | 0.23% | 0.23% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 8,517 | 929 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 8,468 | 923 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 8,428 | 919 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 8,428 | 919 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BURNEY CO/ | History | No change | 8,329 | 908 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GFS Advisors, LLC | History | No change | 309 | 891 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 8,141 | 888 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,105 | 884 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Retirement Advice LLC | History | No change | 8,111 | 884 | 0.61% | 0.61% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Visionary Wealth Advisors | History | No change | 8,035 | 876 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 7,983 | 871 | 0.31% | 0.31% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN ADVISORY INC | History | No change | 7,962 | 868 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 7,926 | 864 | 0.56% | 0.56% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 7,875 | 859 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,771 | 847 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlas Brown,Inc. | History | No change | 7,727 | 843 | 0.23% | 0.23% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Portside Wealth Group, LLC | History | No change | 7,705 | 840 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | No change | 7,681 | 838 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 7,562 | 825 | 0.11% | 0.11% | 289 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,470 | 815 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 7,466 | 814 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Holdings, LLC | History | No change | 7,414 | 808 | 0.25% | 0.25% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 8,545 | 808 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 7,345 | 801 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,327 | 799 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 7,232 | 789 | 0.39% | 0.39% | 296 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LexAurum Advisors, LLC | History | No change | 7,214 | 787 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 7,036 | 767 | 0.27% | 0.27% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freedom Investment Management, Inc. | History | No change | 7,021 | 766 | 0.21% | 0.21% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 6,851 | 747 | 0.29% | 0.29% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |