SPDR INDEX SHARES FUNDS - SPEM
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 | 21,397,101 | 1,107,941 | 0.65% | 0.65% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 18,828,888 | 974,959 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 17,883,639 | 926,014 | 0.21% | 0.21% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,142,176 | 576,941 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,425,063 | 488,029 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 7,221,745 | 373,941 | 1.59% | 1.59% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,088,993 | 367,068 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STATE STREET CORP | History | No change | 5,231,398 | 270,881 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Creekmur Asset Management LLC | History | No change | 4,496 | 232,794 | 11.26% | 11.26% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,126,010 | 213,644 | 0.74% | 0.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,892,454 | 201,551 | 0.36% | 0.36% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,540,844 | 183,344 | 0.18% | 0.18% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,484,842 | 180,565 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,376,307 | 174,824 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,360,781 | 174,021 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 3,348,734 | 173,397 | 1.9% | 1.9% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,423,495 | 125,488 | 0.94% | 0.94% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 2,398,745 | 124,207 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,333,463 | 120,826 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,235,419 | 115,750 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,148,441 | 111,245 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,123,055 | 109,931 | 0.53% | 0.53% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Betterment LLC | History | No change | 2,099,840 | 108,730 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,938,678 | 100,384 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,839,674 | 95,258 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,590,899 | 82,381 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,506,098 | 77,985 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 1,382,153 | 71,567 | 0.33% | 0.33% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Alpha, LLC | History | No change | 1,335,026 | 69,130 | 1.7% | 1.7% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,302,040 | 67,419 | 0.4% | 0.4% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,265,741 | 65,540 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,258,087 | 65,138 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 1,166,521 | 60,402 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,110,730 | 57,513 | 1.08% | 1.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,112,313 | 57,083 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 1,092,633 | 56,576 | 0.82% | 0.82% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 1,032,371 | 53,456 | 1.27% | 1.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,002,068 | 51,887 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elm Partners Management LLC | History | No change | 973,914 | 50,429 | 1.81% | 1.81% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stadion Money Management, LLC | History | No change | 940,036 | 48,675 | 4.2% | 4.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 885,440 | 45,848 | 4.57% | 4.57% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 879,360 | 45,533 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 878,713 | 45,499 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 874,783 | 45,296 | 0.96% | 0.96% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McNamara Financial Services, Inc. | History | No change | 865,525 | 44,816 | 7.73% | 7.73% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 858,390 | 44,447 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 839,386 | 43,463 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 808,417 | 41,859 | 3.94% | 3.94% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JNBA Financial Advisors | History | No change | 796,899 | 41,263 | 3.12% | 3.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 788,100 | 40,807 | 0.73% | 0.73% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 785,289 | 40,662 | 0.27% | 0.27% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GeoWealth Management, LLC | History | No change | 780,430 | 40,410 | 1.27% | 1.27% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 764,963 | 39,609 | 0.63% | 0.63% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 739,179 | 38,274 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 725,002 | 37,541 | 0.23% | 0.23% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 711,629 | 36,848 | 1.33% | 1.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 701,995 | 36,349 | 2.31% | 2.31% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Venturi Wealth Management, LLC | History | No change | 700,737 | 36,284 | 1.4% | 1.4% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 693,186 | 35,893 | 3.18% | 3.18% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 669,620 | 34,672 | 1.25% | 1.25% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATAURO, LLC | History | No change | 647,952 | 33,550 | 4.44% | 4.44% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 619,011 | 32,052 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Range Advisory, LLC | History | No change | 610,099 | 31,590 | 3.76% | 3.76% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 609,960 | 31,584 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICUS CAPITAL | History | No change | 600,514 | 31,094 | 2.01% | 2.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 572,818 | 29,660 | 2.17% | 2.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 564,667 | 29,239 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 535,689 | 27,737 | 2.7% | 2.7% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 515,162 | 25,653 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 486,714 | 25,202 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 485,211 | 25,124 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KWB Wealth | History | No change | 476,296 | 24,662 | 2.11% | 2.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 459,082 | 23,771 | 0.87% | 0.87% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 452,274 | 23,418 | 1.28% | 1.28% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 455,253 | 23,261 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 438,923 | 22,727 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 435,418 | 22,545 | 5.42% | 5.42% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allen Capital Group, LLC | History | No change | 431,898 | 22,363 | 1.82% | 1.82% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chaney Capital Management, Inc. | History | No change | 429,538 | 22,241 | 6.99% | 6.99% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brio Consultants, LLC | History | No change | 424,043 | 21,956 | 2.57% | 2.57% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 419,491 | 21,721 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 417,135 | 21,599 | 7.15% | 7.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MA Private Wealth | History | No change | 408,868 | 21,171 | 3.15% | 3.15% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 398,992 | 20,659 | 3.67% | 3.67% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 434,214 | 20,325 | 2.86% | 2.86% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rodgers & Associates, LTD | History | No change | 387,231 | 20,050 | 1.82% | 1.82% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 386,241 | 19,999 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LPWM LLC | History | No change | 384,456 | 19,907 | 4.42% | 4.42% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 378,284 | 19,587 | 0.75% | 0.75% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 370,844 | 19,202 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 370,421 | 19,180 | 0.2% | 0.2% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 365,871 | 18,944 | 2.07% | 2.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 364,088 | 18,852 | 6.59% | 6.59% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 362,989 | 18,795 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 358,906 | 18,584 | 1.24% | 1.24% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Facet Wealth, Inc. | History | No change | 358,467 | 18,561 | 0.27% | 0.27% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 355,182 | 18,392 | 0.42% | 0.42% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 346,612 | 17,947 | 1.25% | 1.25% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 340,969 | 17,655 | 1.71% | 1.71% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tortoise Investment Management, LLC | History | No change | 336,148 | 17,405 | 1.3% | 1.3% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 329,001 | 17,035 | 1.01% | 1.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Wealth Group, LLC | History | No change | 326,406 | 16,901 | 2.76% | 2.76% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Strategies Group, Inc. | History | No change | 327,729 | 16,750 | 2.67% | 2.67% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 321,979 | 16,672 | 0.26% | 0.26% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 318,850 | 16,510 | 0.5% | 0.5% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 310,423 | 16,073 | 2.61% | 2.61% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 310,211 | 16,062 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 308,106 | 15,953 | 0.39% | 0.39% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 307,414 | 15,917 | 1.8% | 1.8% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 303,250 | 15,702 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 298,336 | 15,447 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 289,994 | 15,015 | 0.31% | 0.31% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORBES J M & CO LLP | History | No change | 289,824 | 15,007 | 1.18% | 1.18% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 289,275 | 14,978 | 2.35% | 2.35% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUEFG, LLC | History | No change | 279,163 | 14,455 | 3.38% | 3.38% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SigFig Wealth Management, LLC | History | No change | 281,548 | 14,449 | 0.38% | 0.38% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 278,716 | 14,431 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 275,902 | 14,286 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 274,080 | 14,191 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ERn Financial, LLC | History | No change | 269,872 | 13,973 | 2.31% | 2.31% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 269,555 | 13,957 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 269,542 | 13,956 | 1.21% | 1.21% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 264,863 | 13,714 | 1.44% | 1.44% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Peak Financial Management, Inc. | History | No change | 264,218 | 13,681 | 3.14% | 3.14% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 264,017 | 13,670 | 0.69% | 0.69% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 270,378 | 13,570 | 1.78% | 1.78% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Affiance Financial, LLC | History | No change | 261,106 | 13,520 | 1.94% | 1.94% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONECO ADVISORS, LLC | History | No change | 257,782 | 13,347 | 0.82% | 0.82% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254,548 | 13,180 | 0.18% | 0.18% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterneck Capital Management, LLC | History | No change | 254,543 | 13,180 | 5.65% | 5.65% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 252,223 | 13,060 | 7.37% | 7.37% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Second Line Capital, LLC | History | No change | 251,929 | 13,044 | 2.43% | 2.43% | 132 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRB Wealth Management, LLC | History | No change | 250,072 | 12,948 | 1.72% | 1.72% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 249,966 | 12,943 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 248,787 | 12,882 | 4.03% | 4.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JDM Financial Group LLC | History | No change | 337,825 | 12,787 | 4.37% | 4.37% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 246,853 | 12,782 | 0.2% | 0.2% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Private Capital, LLC | History | No change | 246,417 | 12,759 | 2.64% | 2.64% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advyzon Investment Management, LLC | History | No change | 239,394 | 12,395 | 0.9% | 0.9% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 236,625 | 12,252 | 2.68% | 2.68% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 236,548 | 12,248 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 233,974 | 12,115 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 232,523 | 12,040 | 4.93% | 4.93% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 228,493 | 11,831 | 0.74% | 0.74% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Global Investments | History | No change | 227,854 | 11,798 | 0.64% | 0.64% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LexAurum Advisors, LLC | History | No change | 225,752 | 11,689 | 1.35% | 1.35% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 221,699 | 11,479 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 217,889 | 11,282 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 216,735 | 11,222 | 0.18% | 0.18% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cobblestone Asset Management LLC | History | No change | 215,928 | 11,180 | 4.66% | 4.66% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Revisor Wealth Management LLC | History | No change | 207,927 | 10,766 | 2.59% | 2.59% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 207,417 | 10,740 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 202,052 | 10,462 | 2.62% | 2.62% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TPG Financial Advisors, LLC | History | No change | 198,043 | 10,254 | 3.06% | 3.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobart Private Capital, LLC | History | No change | 197,303 | 10,216 | 1.75% | 1.75% | 155 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 199,176 | 10,206 | 2.01% | 2.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneAscent Financial Services LLC | History | No change | 195,981 | 10,147 | 0.49% | 0.49% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 193,566 | 10,022 | 2.3% | 2.3% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Values Added Financial LLC | History | No change | 190,398 | 9,858 | 3.56% | 3.56% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 190,272 | 9,852 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avior Wealth Management, LLC | History | No change | 190,134 | 9,845 | 0.26% | 0.26% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 186,879 | 9,676 | 0.34% | 0.34% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 185,837 | 9,622 | 0.32% | 0.32% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Detalus Advisors, LLC | History | No change | 184,092 | 9,532 | 1.86% | 1.86% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 177,949 | 9,214 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 175,993 | 9,112 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 175,769 | 9,101 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 174,840 | 9,053 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millington Financial Advisors, LLC | History | No change | 179,874 | 9,027 | 3.55% | 3.55% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trilogy Capital Inc. | History | No change | 173,342 | 8,975 | 0.35% | 0.35% | 170 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 171,243 | 8,866 | 3.81% | 3.81% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Portside Wealth Group, LLC | History | No change | 170,496 | 8,828 | 1.03% | 1.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 173,260 | 8,695 | 0.31% | 0.31% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Melone Private Wealth, LLC | History | No change | 164,377 | 8,511 | 3.24% | 3.24% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 164,298 | 8,507 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compton Financial Group, LLC | History | No change | 163,486 | 8,465 | 1.63% | 1.63% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Management, Inc. | History | No change | 163,273 | 8,454 | 2.59% | 2.59% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ProVise Management Group, LLC | History | No change | 162,851 | 8,432 | 0.57% | 0.57% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Insights, Inc. | History | No change | 161,493 | 8,362 | 2.2% | 2.2% | 179 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Blueprint Investment Partners LLC | History | No change | 161,149 | 8,344 | 0.7% | 0.7% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fonville Wealth Management LLC | History | No change | 159,842 | 8,276 | 1.35% | 1.35% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 159,457 | 8,256 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uptown Financial Advisors LLC | History | No change | 155,992 | 8,077 | 5.32% | 5.32% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Windsor Capital Management, LLC | History | No change | 155,783 | 8,066 | 2.1% | 2.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| &PARTNERS | History | No change | 155,168 | 8,034 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delta Wealth Advisors LLC | History | No change | 153,984 | 7,973 | 5.7% | 5.7% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | No change | 153,947 | 7,971 | 0.26% | 0.26% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 153,497 | 7,948 | 3.07% | 3.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 153,497 | 7,948 | 3.08% | 3.08% | 189 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Brooklyn FI, LLC | History | No change | 155,359 | 7,939 | 1.45% | 1.45% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| David Kennon Inc | History | No change | 152,251 | 7,883 | 2.6% | 2.6% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TORONTO DOMINION BANK | History | No change | 149,799 | 7,756 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | No change | 149,653 | 7,749 | 2.47% | 2.47% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 148,579 | 7,693 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthTrak Capital Management LLC | History | No change | 148,106 | 7,668 | 5.04% | 5.04% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 147,128 | 7,618 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 145,057 | 7,511 | 1.09% | 1.09% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Optimist Retirement Group LLC | History | No change | 141,757 | 7,340 | 2.83% | 2.83% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 139,650 | 7,231 | 0.15% | 0.15% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 138,738 | 7,183 | 0.49% | 0.49% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Palatine Hill Wealth Management, LLC | History | No change | 138,505 | 7,171 | 5.78% | 5.78% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 138,154 | 7,153 | 0.09% | 0.09% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 137,862 | 7,138 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 135,630 | 7,022 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 135,530 | 7,015 | 0.19% | 0.21% | 205 | -2,465 | -1.79% | Q3 2026 | Oct 02, 2026 |
| RFG Advisory, LLC | History | No change | 134,896 | 6,984 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VestGen Advisors, LLC | History | No change | 134,413 | 6,959 | 0.2% | 0.2% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WBH ADVISORY INC | History | No change | 133,067 | 6,890 | 0.46% | 0.46% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 130,979 | 6,782 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 129,469 | 6,703 | 1.24% | 1.24% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 129,408 | 6,700 | 0.32% | 0.32% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wolff Financial Management LLC | History | No change | 128,626 | 6,660 | 1.33% | 1.33% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 128,229 | 6,639 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mason & Associates, LLC | History | No change | 127,423 | 6,597 | 1.37% | 1.37% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Walsh & Associates, LLC | History | No change | 126,568 | 6,553 | 5.35% | 5.35% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ONE Advisory Partners, LLC | History | No change | 126,193 | 6,534 | 1.78% | 1.78% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 125,625 | 6,504 | 3.4% | 3.4% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kensington Asset Management, LLC | History | No change | 123,770 | 6,408 | 0.35% | 0.35% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Capital Management, Inc. | History | No change | 122,359 | 6,335 | 0.72% | 0.72% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 120,883 | 6,259 | 0.64% | 0.64% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 120,791 | 6,254 | 0.25% | 0.25% | 221 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Red Wave Investments LLC | History | No change | 120,042 | 6,215 | 1.58% | 1.58% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rinkey Investments | History | No change | 119,924 | 6,209 | 1.46% | 1.46% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Towercrest Capital Management | History | No change | 116,999 | 6,058 | 0.84% | 0.84% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Phoenix Wealth Advisors | History | No change | 114,752 | 5,941 | 2.0% | 2.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wrenne Financial Planning LLC | History | No change | 114,545 | 5,931 | 2.0% | 2.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Probity Advisors, Inc. | History | No change | 113,514 | 5,877 | 0.84% | 0.84% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 112,942 | 5,848 | 1.13% | 1.13% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Capital Management, LLC | History | No change | 112,778 | 5,839 | 2.1% | 2.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boltwood Capital Management | History | Added to | 112,573 | 5,826 | 1.31% | 1.33% | 230 | +69 | 0.06% | Q3 2026 | Oct 02, 2026 |
| Financial Enhancement Group LLC | History | No change | 111,791 | 5,788 | 0.69% | 0.69% | 231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Archer Investment Management, LLC | History | No change | 110,890 | 5,741 | 1.96% | 1.96% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 110,268 | 5,709 | 0.54% | 0.54% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 108,493 | 5,617 | 0.24% | 0.24% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 108,281 | 5,606 | 2.15% | 2.15% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 108,013 | 5,592 | 1.73% | 1.73% | 236 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 107,797 | 5,581 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 106,044 | 5,490 | 0.72% | 0.72% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 103,257 | 5,346 | 0.59% | 0.59% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management, Inc. | History | No change | 102,287 | 5,296 | 4.34% | 4.34% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 101,842 | 5,264 | 3.99% | 3.99% | 241 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cypress Wealth Services, LLC | History | No change | 101,303 | 5,245 | 0.64% | 0.64% | 242 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PROFFITT & GOODSON INC | History | No change | 100,761 | 5,217 | 0.72% | 0.72% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 100,682 | 5,213 | 0.66% | 0.66% | 244 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 100,641 | 5,211 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 100,402 | 5,198 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTRUST BANK NA | History | No change | 99,934 | 5,174 | 0.38% | 0.38% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collier Financial | History | No change | 98,781 | 5,114 | 3.5% | 3.5% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 97,507 | 5,048 | 0.83% | 0.83% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADE, LLC | History | No change | 97,298 | 5,038 | 2.13% | 2.13% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Axos Invest Inc. | History | No change | 96,471 | 4,995 | 3.66% | 3.66% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 96,265 | 4,984 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 95,432 | 4,941 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCP Asset Management, LLC | History | No change | 94,872 | 4,912 | 0.56% | 0.56% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 103,901 | 4,873 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 95,052 | 4,873 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ervin Investment Management, LLC | History | No change | 93,634 | 4,848 | 2.63% | 2.63% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 93,301 | 4,831 | 1.93% | 1.93% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 92,786 | 4,804 | 1.44% | 1.44% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 92,622 | 4,796 | 0.16% | 0.16% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 92,038 | 4,765 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leslie Global Wealth, LLC | History | No change | 91,662 | 4,746 | 1.85% | 1.85% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Optas, LLC | History | No change | 91,001 | 4,712 | 0.66% | 0.66% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 90,606 | 4,691 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alliance Wealth Management Group | History | No change | 90,365 | 4,679 | 0.91% | 0.91% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 88,617 | 4,588 | 1.94% | 1.94% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 87,743 | 4,543 | 0.29% | 0.29% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 87,528 | 4,532 | 3.63% | 3.63% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 87,289 | 4,519 | 0.23% | 0.23% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 86,911 | 4,500 | 0.73% | 0.73% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 86,662 | 4,487 | 1.88% | 1.88% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 86,327 | 4,470 | 1.2% | 1.2% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 86,628 | 4,452 | 1.91% | 1.91% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 85,734 | 4,439 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Single Point Partners, LLC | History | No change | 84,845 | 4,393 | 0.77% | 0.77% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 84,829 | 4,392 | 0.26% | 0.26% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMART Wealth LLC | History | No change | 84,793 | 4,390 | 0.95% | 0.95% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 84,610 | 4,381 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shum Financial Group, Inc. | History | No change | 84,553 | 4,378 | 2.64% | 2.64% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | No change | 84,189 | 4,359 | 0.08% | 0.08% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 82,391 | 4,266 | 0.35% | 0.35% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 82,221 | 4,257 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 81,568 | 4,223 | 0.6% | 0.6% | 283 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Continuum Advisory, LLC | History | No change | 80,846 | 4,186 | 0.34% | 0.34% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Financial Network, LLC | History | No change | 80,860 | 4,186 | 2.86% | 2.86% | 285 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 82,197 | 4,155 | 3.09% | 3.09% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 79,217 | 4,101 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 76,892 | 3,981 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | No change | 76,632 | 3,967 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 76,035 | 3,937 | 0.26% | 0.26% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kera Capital Partners, Inc. | History | No change | 75,656 | 3,917 | 0.38% | 0.38% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 75,326 | 3,900 | 0.66% | 0.66% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 75,283 | 3,898 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 76,418 | 3,883 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 74,710 | 3,868 | 0.8% | 0.8% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 73,229 | 3,791 | 2.63% | 2.63% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 72,953 | 3,777 | 0.23% | 0.23% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balefire, LLC | History | No change | 72,611 | 3,759 | 0.61% | 0.61% | 298 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 72,835 | 3,752 | 0.54% | 0.54% | 299 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 71,919 | 3,723 | 0.84% | 0.84% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |