SPDR INDEX SHARES FUNDS - SPDW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | No change | 144,440,101 | 7,278,336 | 4.25% | 4.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 52,021,601 | 2,621,368 | 4.65% | 4.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 39,005,504 | 1,965,487 | 0.44% | 0.44% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 22,428,705 | 1,130,182 | 4.8% | 4.8% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Auto-Owners Insurance Co | History | No change | 15,230,666 | 767,473 | 17.33% | 17.33% | 5 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 13,725,633 | 691,634 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 12,172,046 | 613,349 | 2.11% | 2.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,756,324 | 542,011 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 8,899,190 | 448,430 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,373,691 | 421,950 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Betterment LLC | History | No change | 8,002,796 | 403,261 | 0.68% | 0.68% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 6,213,429 | 313,094 | 2.34% | 2.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,895,171 | 297,057 | 0.37% | 0.37% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,686,255 | 236,152 | 0.28% | 0.28% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,625,590 | 233,083 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 4,584,583 | 231,017 | 2.53% | 2.53% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,576,780 | 230,624 | 0.19% | 0.19% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 4,485,803 | 226,039 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HighTower Advisors, LLC | History | No change | 4,388,987 | 221,161 | 0.21% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,181,675 | 210,714 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 4,164,706 | 209,859 | 0.22% | 0.22% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 4,000,503 | 201,587 | 4.94% | 4.94% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,826,033 | 192,793 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stadion Money Management, LLC | History | No change | 3,730,413 | 187,975 | 16.2% | 16.2% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,611,496 | 181,984 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 3,788,921 | 181,888 | 0.53% | 0.53% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 3,413,848 | 172,023 | 15.39% | 15.39% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,357,208 | 169,169 | 1.54% | 1.54% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,308,992 | 166,740 | 0.34% | 0.34% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 3,216,783 | 162,093 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICUS CAPITAL | History | No change | 3,023,569 | 152,357 | 9.83% | 9.83% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,006,007 | 151,472 | 1.43% | 1.43% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,899,417 | 146,101 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,839,996 | 143,107 | 0.42% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,757,945 | 138,853 | 0.83% | 0.83% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JNBA Financial Advisors | History | No change | 2,430,445 | 122,470 | 9.27% | 9.27% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,400,450 | 120,958 | 0.55% | 0.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 2,377,208 | 119,787 | 2.2% | 2.2% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 2,291,106 | 115,448 | 3.63% | 3.63% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dakota Wealth Management | History | No change | 2,274,169 | 114,595 | 2.19% | 2.19% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 2,268,369 | 114,303 | 4.15% | 4.15% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Investments LLC | History | No change | 2,230,648 | 112,402 | 1.55% | 1.55% | 42 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,202,100 | 110,963 | 0.53% | 0.53% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 2,199,869 | 110,851 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,195,491 | 110,630 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 2,161,356 | 108,910 | 1.73% | 1.73% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 2,159,245 | 108,804 | 3.94% | 3.94% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McNamara Financial Services, Inc. | History | No change | 2,090,164 | 105,323 | 18.17% | 18.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,020,829 | 101,829 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 1,973,367 | 99,437 | 11.75% | 11.75% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,980,208 | 99,208 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 1,967,939 | 99,164 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 1,925,284 | 97,015 | 6.17% | 6.17% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,822,730 | 91,847 | 8.63% | 8.63% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,848,949 | 91,689 | 1.53% | 1.53% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,848,949 | 91,689 | 1.53% | 1.53% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 1,814,219 | 91,418 | 0.42% | 0.42% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 1,755,077 | 88,438 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,738,040 | 87,580 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,730,145 | 87,182 | 0.54% | 0.54% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,688,491 | 85,083 | 3.0% | 3.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,667,215 | 84,010 | 7.85% | 7.85% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREENLEAF TRUST | History | No change | 1,578,868 | 79,559 | 0.77% | 0.77% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 1,570,410 | 79,132 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 1,548,902 | 78,049 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,520,931 | 76,639 | 0.25% | 0.25% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,518,087 | 76,496 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,508,130 | 75,994 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,419,227 | 71,514 | 1.36% | 1.36% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,419,786 | 71,287 | 1.19% | 1.17% | 70 | -62,987 | -4.25% | Q3 2026 | Oct 01, 2026 |
| TRUEFG, LLC | History | No change | 1,384,914 | 69,785 | 16.3% | 16.3% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 1,356,118 | 68,337 | 7.84% | 7.84% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,492,438 | 68,129 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 1,344,428 | 67,745 | 0.97% | 0.97% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lifeworks Advisors, LLC | History | No change | 1,249,765 | 62,975 | 6.59% | 6.59% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,249,570 | 62,965 | 0.41% | 0.41% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CGN Advisors LLC | History | No change | 1,226,088 | 61,782 | 4.51% | 4.51% | 77 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,217,347 | 61,342 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,195,634 | 60,248 | 0.61% | 0.61% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,192,371 | 60,083 | 0.92% | 0.92% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,153,768 | 57,678 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ProVise Management Group, LLC | History | No change | 1,128,650 | 56,872 | 3.81% | 3.81% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,114,235 | 56,146 | 2.43% | 2.43% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 1,112,093 | 56,038 | 4.11% | 4.11% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 1,006,356 | 50,710 | 4.49% | 4.49% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brio Consultants, LLC | History | No change | 994,021 | 50,088 | 5.87% | 5.87% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 952,341 | 47,988 | 2.84% | 2.84% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 946,137 | 47,216 | 6.85% | 6.85% | 88 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | No change | 915,993 | 46,156 | 0.83% | 0.83% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 900,196 | 45,360 | 0.21% | 0.21% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Blueprint Investment Partners LLC | History | No change | 895,096 | 45,103 | 3.76% | 3.76% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | No change | 888,635 | 44,778 | 0.55% | 0.55% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 873,909 | 44,036 | 0.3% | 0.3% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 854,242 | 43,045 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 837,833 | 42,218 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 806,030 | 40,615 | 6.24% | 6.24% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KWB Wealth | History | No change | 788,912 | 39,753 | 3.4% | 3.4% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 787,151 | 39,664 | 0.81% | 0.81% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 774,332 | 39,018 | 4.47% | 4.47% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 771,383 | 38,869 | 0.3% | 0.3% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 764,984 | 38,547 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | No change | 756,494 | 37,900 | 1.0% | 1.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 743,181 | 37,448 | 2.42% | 2.42% | 103 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 741,283 | 37,353 | 5.78% | 5.78% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 729,949 | 36,782 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Auour Investments LLC | History | No change | 729,632 | 36,766 | 10.54% | 10.54% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Procyon Advisors, LLC | History | No change | 721,485 | 36,355 | 1.57% | 1.57% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 714,021 | 35,979 | 1.32% | 1.32% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 712,465 | 35,901 | 1.72% | 1.72% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 696,738 | 35,108 | 9.51% | 9.51% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 681,189 | 34,325 | 14.16% | 14.16% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 763,025 | 33,885 | 4.76% | 4.76% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 668,986 | 33,710 | 0.19% | 0.19% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Flagstone Financial Management | History | No change | 662,916 | 33,404 | 7.47% | 7.47% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 656,630 | 33,087 | 10.95% | 10.95% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 656,092 | 33,060 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ERn Financial, LLC | History | No change | 652,818 | 32,895 | 5.44% | 5.44% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JDM Financial Group LLC | History | No change | 884,654 | 32,455 | 11.08% | 11.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rinkey Investments | History | No change | 639,738 | 32,236 | 7.59% | 7.59% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | No change | 633,990 | 31,750 | 0.45% | 0.45% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 629,635 | 31,727 | 7.67% | 7.67% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 624,036 | 31,445 | 1.92% | 1.92% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Headland Capital, LLC | History | No change | 621,262 | 31,305 | 7.72% | 7.72% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlas Private Wealth Advisors | History | No change | 620,241 | 31,253 | 6.84% | 6.84% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 605,690 | 30,520 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 602,685 | 30,369 | 5.12% | 5.12% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Second Line Capital, LLC | History | No change | 600,233 | 30,245 | 5.63% | 5.63% | 127 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 598,000 | 30,133 | 2.02% | 2.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pure Financial Advisors, LLC | History | No change | 587,080 | 29,582 | 0.38% | 0.38% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 568,941 | 28,668 | 7.54% | 7.54% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 559,041 | 28,170 | 1.9% | 1.9% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Treasure Coast Financial Planning | History | No change | 557,080 | 28,071 | 13.69% | 13.69% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 552,960 | 27,863 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 538,612 | 27,140 | 1.09% | 1.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 532,098 | 26,812 | 0.96% | 0.96% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 527,730 | 26,592 | 0.48% | 0.48% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fairfield University | History | No change | 516,271 | 26,014 | 10.53% | 10.53% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 516,023 | 26,002 | 11.17% | 11.17% | 138 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 511,049 | 25,751 | 0.84% | 0.84% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 506,607 | 25,527 | 8.76% | 8.76% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 496,921 | 25,039 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JT Stratford LLC | History | No change | 493,274 | 24,856 | 2.73% | 2.73% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 489,175 | 24,649 | 2.74% | 2.74% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 484,355 | 24,406 | 0.15% | 0.15% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 481,490 | 24,262 | 2.68% | 2.68% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 479,774 | 24,175 | 0.82% | 0.82% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 477,329 | 24,052 | 0.51% | 0.51% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 461,569 | 23,258 | 8.4% | 8.4% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Odyssey Group, LLC | History | No change | 452,480 | 22,800 | 6.17% | 6.17% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 450,186 | 22,684 | 3.12% | 3.12% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 449,070 | 22,628 | 2.24% | 2.24% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compton Financial Group, LLC | History | No change | 445,562 | 22,451 | 4.32% | 4.32% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 444,505 | 22,398 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 442,784 | 22,311 | 0.24% | 0.24% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 435,860 | 21,962 | 9.0% | 9.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Portside Wealth Group, LLC | History | No change | 417,773 | 21,051 | 2.45% | 2.45% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WRAPMANAGER INC | History | No change | 415,672 | 20,945 | 6.55% | 6.55% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 403,290 | 20,321 | 7.28% | 7.28% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEEDS INVESTOR LLC | History | No change | 403,044 | 20,309 | 2.09% | 2.09% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 396,951 | 20,002 | 0.86% | 0.86% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 389,769 | 19,640 | 8.28% | 8.28% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mason & Associates, LLC | History | No change | 388,895 | 19,596 | 4.08% | 4.08% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 387,886 | 19,545 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 381,823 | 19,240 | 0.19% | 0.19% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 378,844 | 19,089 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management LLC | History | No change | 370,024 | 18,645 | 0.61% | 0.61% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empowered Funds, LLC | History | No change | 368,556 | 18,571 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 367,693 | 18,528 | 1.34% | 1.34% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 352,222 | 17,748 | 0.97% | 0.97% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 352,236 | 17,744 | 9.26% | 9.26% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 351,027 | 17,688 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCS Capital Management LLC | History | No change | 349,934 | 17,633 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rodgers & Associates, LTD | History | No change | 349,364 | 17,604 | 1.6% | 1.6% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Macco Financial Group, Inc. | History | No change | 347,222 | 17,496 | 11.37% | 11.37% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona PSPRS Trust | History | No change | 345,500 | 17,409 | 0.65% | 0.65% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 344,497 | 17,359 | 1.08% | 1.08% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 344,298 | 17,338 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 336,424 | 16,952 | 0.55% | 0.55% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 336,167 | 16,939 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 336,045 | 16,933 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 335,911 | 16,926 | 0.19% | 0.19% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Management, Inc. | History | No change | 333,881 | 16,824 | 5.15% | 5.15% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 332,438 | 16,751 | 0.26% | 0.26% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 331,834 | 16,721 | 4.51% | 4.51% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 330,759 | 16,666 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 326,575 | 16,456 | 6.56% | 6.56% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 325,608 | 16,407 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Probity Advisors, Inc. | History | No change | 320,953 | 16,172 | 2.31% | 2.31% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanchez Wealth Management Group | History | No change | 319,517 | 16,100 | 2.82% | 2.82% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 317,734 | 16,010 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 321,106 | 15,856 | 6.23% | 6.23% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 313,976 | 15,821 | 12.74% | 12.74% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 313,282 | 15,786 | 0.73% | 0.73% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 309,462 | 15,593 | 3.61% | 3.61% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clear Retirement Advice LLC | History | No change | 308,661 | 15,553 | 10.65% | 10.65% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 308,377 | 15,539 | 0.25% | 0.25% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 302,211 | 15,228 | 0.77% | 0.77% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 301,296 | 15,182 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PECAUT & CO. | History | No change | 298,409 | 15,036 | 4.58% | 4.58% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Range Advisory, LLC | History | No change | 298,167 | 15,024 | 1.79% | 1.79% | 200 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Brookstone Capital Management | History | No change | 297,708 | 15,001 | 0.15% | 0.15% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Navigation Group, LLC | History | No change | 297,091 | 14,970 | 2.91% | 2.91% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Partners in Financial Planning | History | No change | 291,107 | 14,668 | 2.22% | 2.22% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 290,047 | 14,615 | 7.19% | 7.19% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cascade Financial Partners, LLC | History | No change | 289,451 | 14,585 | 1.27% | 1.27% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'Connor Financial Group LLC | History | No change | 286,052 | 14,414 | 5.1% | 5.1% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 285,947 | 14,408 | 0.17% | 0.17% | 207 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Certified Advisory Corp | History | No change | 285,325 | 14,377 | 1.16% | 1.16% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tortoise Investment Management, LLC | History | No change | 284,576 | 14,339 | 1.07% | 1.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 282,447 | 14,232 | 5.46% | 5.46% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DORVAL Corp | History | No change | 281,499 | 14,184 | 4.08% | 4.08% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kagan Cocozza Asset Management | History | No change | 280,223 | 14,120 | 8.85% | 8.85% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 277,138 | 13,964 | 0.19% | 0.19% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 276,793 | 13,947 | 2.87% | 2.87% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roble, Belko & Company, Inc | History | No change | 276,167 | 13,916 | 1.5% | 1.5% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Convergence Financial, LLC | History | No change | 275,024 | 13,858 | 1.1% | 1.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 272,830 | 13,747 | 5.77% | 5.77% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 271,188 | 13,665 | 0.74% | 0.74% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boltwood Capital Management | History | Reduced | 270,470 | 13,580 | 3.06% | 3.16% | 219 | -2,985 | -1.09% | Q3 2026 | Oct 02, 2026 |
| Fort Point Capital Partners LLC | History | No change | 268,818 | 13,545 | 0.94% | 0.94% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 260,566 | 13,129 | 3.01% | 3.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 261,897 | 13,064 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 258,563 | 13,029 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delta Wealth Advisors LLC | History | No change | 257,524 | 12,976 | 9.27% | 9.27% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 258,304 | 12,969 | 2.32% | 2.43% | 225 | -1,017 | -0.39% | Q3 2026 | Oct 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 257,236 | 12,962 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 256,456 | 12,922 | 4.6% | 4.6% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NovaPoint Capital, LLC | History | No change | 256,023 | 12,900 | 2.68% | 2.68% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 254,494 | 12,823 | 0.24% | 0.24% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 252,199 | 12,708 | 3.42% | 3.42% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 250,263 | 12,610 | 5.97% | 5.97% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 245,506 | 12,371 | 0.16% | 0.16% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leslie Global Wealth, LLC | History | No change | 243,250 | 12,257 | 4.77% | 4.77% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 243,217 | 12,255 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 242,827 | 12,236 | 6.91% | 6.91% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 239,555 | 12,071 | 0.2% | 0.2% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Luken Investment Analytics, LLC | History | No change | 238,829 | 12,034 | 4.21% | 4.21% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 238,507 | 12,018 | 4.53% | 4.53% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 238,847 | 11,963 | 9.06% | 9.06% | 239 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WBH ADVISORY INC | History | No change | 237,189 | 11,951 | 0.8% | 0.8% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 236,479 | 11,916 | 2.99% | 2.99% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 233,908 | 11,786 | 2.9% | 2.9% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 232,194 | 11,700 | 4.62% | 4.62% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TPG Financial Advisors, LLC | History | No change | 230,984 | 11,639 | 3.48% | 3.48% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 228,292 | 11,503 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodman Financial Corp | History | No change | 226,743 | 11,425 | 1.77% | 1.77% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 225,582 | 11,367 | 0.25% | 0.25% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | No change | 223,700 | 11,272 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 223,145 | 11,244 | 0.56% | 0.56% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 221,609 | 11,166 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 220,493 | 11,110 | 0.75% | 0.75% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 214,550 | 10,811 | 2.58% | 2.58% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wrenne Financial Planning LLC | History | No change | 213,495 | 10,757 | 3.63% | 3.63% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 212,790 | 10,752 | 0.88% | 0.88% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Collier Financial | History | No change | 210,651 | 10,614 | 7.26% | 7.26% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Xena Financial Planning, LLC | History | No change | 210,482 | 10,606 | 10.17% | 10.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 210,736 | 10,581 | 7.55% | 7.43% | 257 | -7,356 | -3.37% | Q3 2026 | Oct 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 207,325 | 10,447 | 0.4% | 0.4% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brown Financial Advisory | History | No change | 206,062 | 10,383 | 4.34% | 4.34% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vertex Planning Partners, LLC | History | No change | 205,247 | 10,342 | 1.54% | 1.54% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 202,411 | 10,199 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 200,449 | 10,100 | 1.1% | 1.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 197,021 | 9,927 | 8.03% | 8.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 196,957 | 9,924 | 6.12% | 6.12% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 196,927 | 9,923 | 6.92% | 6.92% | 265 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orin Green Financial, LLC | History | No change | 196,823 | 9,917 | 3.66% | 3.66% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Security Financial Services, INC. | History | No change | 196,270 | 9,890 | 1.37% | 1.37% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ignite Planners, LLC | History | No change | 194,770 | 9,821 | 1.35% | 1.35% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 193,973 | 9,774 | 0.65% | 0.65% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 191,346 | 9,641 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 190,401 | 9,594 | 0.22% | 0.22% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFS Advisors, LLC | History | No change | 189,548 | 9,551 | 4.57% | 4.57% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bensler, LLC | History | No change | 189,528 | 9,550 | 0.84% | 0.84% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 185,892 | 9,367 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spartan Planning & Wealth Management | History | No change | 185,548 | 9,349 | 6.22% | 6.22% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 184,448 | 9,294 | 1.51% | 1.51% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Capital Advisors, LLC | History | No change | 182,385 | 9,190 | 4.93% | 4.93% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 181,509 | 9,146 | 0.59% | 0.59% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 176,491 | 8,857 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 175,316 | 8,834 | 1.93% | 1.93% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 174,776 | 8,806 | 0.34% | 0.34% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Truepoint, Inc. | History | No change | 172,268 | 8,680 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 171,766 | 8,655 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 171,356 | 8,634 | 2.26% | 2.26% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XML Financial, LLC | History | No change | 171,087 | 8,621 | 0.63% | 0.63% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | No change | 170,740 | 8,603 | 0.24% | 0.24% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspire Private Capital, LLC | History | No change | 170,271 | 8,579 | 1.77% | 1.77% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortitude Financial, LLC | History | No change | 169,276 | 8,529 | 7.66% | 7.66% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sherman Wealth Management LLC | History | No change | 167,877 | 8,459 | 6.37% | 6.37% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 166,870 | 8,408 | 3.55% | 3.55% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 165,020 | 8,315 | 1.84% | 1.84% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Optimist Retirement Group LLC | History | No change | 164,804 | 8,304 | 3.2% | 3.2% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 163,583 | 8,242 | 6.14% | 6.14% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CSM Advisors, LLC | History | No change | 162,925 | 8,209 | 0.18% | 0.18% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 166,193 | 8,206 | 1.08% | 1.08% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TCP Asset Management, LLC | History | No change | 161,506 | 8,138 | 0.92% | 0.92% | 296 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BayBridge Capital Group, LLC | History | No change | 160,936 | 8,109 | 4.23% | 4.23% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | No change | 160,349 | 8,080 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diligent Investors, LLC | History | No change | 158,189 | 7,971 | 1.78% | 1.78% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 157,721 | 7,947 | 0.31% | 0.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |