SPDR SERIES TRUST - SPIB
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 | 58,146,645 | 1,945,586 | 0.44% | 0.44% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Family Investments, Inc. | History | No change | 14,630,218 | 489,527 | 8.83% | 8.83% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,100,501 | 404,867 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 11,879,902 | 397,502 | 4.39% | 4.39% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 11,540,116 | 386,132 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 7,674,046 | 256,773 | 0.15% | 0.15% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 7,483,543 | 250,399 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,668,535 | 223,129 | 1.23% | 1.23% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Management Nebraska | History | No change | 6,308,768 | 211,091 | 18.83% | 18.83% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 5,749,007 | 192,361 | 1.12% | 1.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 5,299,220 | 177,311 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,284,688 | 176,825 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,281,512 | 176,719 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 4,450,915 | 148,927 | 1.96% | 1.96% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 3,457,216 | 115,678 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,976,767 | 99,584 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 2,688,380 | 89,953 | 2.43% | 2.43% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 2,637,621 | 88,255 | 2.03% | 2.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,477,234 | 82,887 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 2,255,766 | 75,477 | 0.26% | 0.26% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 2,201,262 | 73,654 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,083,008 | 69,697 | 1.71% | 1.71% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,980,361 | 66,262 | 0.97% | 0.97% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,810,684 | 60,586 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | No change | 1,746,523 | 58,438 | 6.37% | 6.37% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dodds Wealth, LLC | History | No change | 1,745,184 | 58,393 | 13.13% | 13.13% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 1,624,885 | 54,368 | 4.12% | 4.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 1,497,559 | 50,108 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,487,597 | 49,775 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,410,000 | 47,178 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,402,903 | 46,927 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 1,440,070 | 46,485 | 2.66% | 2.5% | 32 | +117,263 | 8.86% | Q3 2026 | Oct 09, 2026 |
| UBS Group AG | History | No change | 1,384,957 | 46,340 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 1,422,899 | 45,931 | 7.8% | 1.4% | 34 | +1,177,491 | 479.81% | Q3 2026 | Oct 07, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 1,339,605 | 44,823 | 5.45% | 5.45% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gradient Investments LLC | History | Reduced | 1,370,913 | 44,253 | 0.63% | 0.64% | 36 | -6,190 | -0.45% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,233,608 | 41,276 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 1,227,129 | 41,059 | 3.0% | 3.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,224,700 | 40,978 | 0.53% | 0.53% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roberts Financial Services LLC | History | No change | 1,180,578 | 39,502 | 11.57% | 11.57% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 1,126,579 | 37,695 | 0.76% | 0.76% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,073,166 | 35,908 | 2.27% | 2.27% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,042,579 | 34,884 | 0.37% | 0.37% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | No change | 1,008,318 | 33,738 | 3.86% | 3.86% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,040,999 | 33,613 | 0.43% | 0.42% | 45 | +157,069 | 17.77% | Q3 2026 | Oct 08, 2026 |
| RMG Wealth Management LLC | History | No change | 1,009,284 | 33,417 | 3.45% | 3.45% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 984,539 | 32,942 | 5.1% | 5.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 681,369 | 31,652 | 3.78% | 3.78% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Probability Advisors, LLC | History | No change | 939,100 | 31,422 | 3.36% | 3.36% | 49 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 937,863 | 31,380 | 0.39% | 0.39% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 937,504 | 31,368 | 0.89% | 0.89% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 927,502 | 31,034 | 0.2% | 0.2% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 880,809 | 29,471 | 1.06% | 1.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Occidental Asset Management, LLC | History | No change | 842,398 | 28,186 | 2.8% | 2.8% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 802,985 | 26,867 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crews Bank & Trust | History | No change | 796,215 | 26,641 | 3.48% | 3.48% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK HAPOALIM BM | History | No change | 788,820 | 26,394 | 1.75% | 1.75% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 774,781 | 25,924 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 759,804 | 25,423 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 758,698 | 25,386 | 0.79% | 0.79% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 748,378 | 25,040 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Your Advocates Ltd., LLP | History | No change | 715,395 | 23,937 | 6.84% | 6.84% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 661,145 | 22,121 | 4.16% | 4.16% | 63 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 650,751 | 21,774 | 1.47% | 1.47% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 628,500 | 21,029 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 641,978 | 20,723 | 3.58% | 3.92% | 66 | +9,971 | 1.58% | Q3 2026 | Oct 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 617,222 | 20,652 | 0.65% | 0.65% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | New | 617,773 | 19,941 | 2.84% | — | 68 | +617,773 | New | Q3 2026 | Oct 08, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 594,978 | 19,907 | 1.83% | 1.83% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 584,745 | 19,565 | 0.84% | 0.84% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 577,336 | 19,317 | 3.13% | 3.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compton Financial Group, LLC | History | No change | 566,963 | 18,970 | 3.65% | 3.65% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUEFG, LLC | History | No change | 560,200 | 18,744 | 4.38% | 4.38% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 559,513 | 18,721 | 11.23% | 11.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 519,935 | 17,397 | 3.8% | 3.8% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 515,982 | 17,305 | 1.89% | 1.89% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 515,103 | 17,235 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 820,897 | 16,853 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WRAPMANAGER INC | History | No change | 500,664 | 16,752 | 5.24% | 5.24% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walker Financial Services, Inc. | History | No change | 500,108 | 16,733 | 5.18% | 5.18% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortune 45 LLC | History | No change | 495,365 | 16,574 | 7.08% | 7.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 491,970 | 16,461 | 0.18% | 0.18% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Arch Wealth Management LLC | History | No change | 479,301 | 16,037 | 2.46% | 2.46% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 473,606 | 15,846 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 457,974 | 15,323 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 444,123 | 14,855 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 439,193 | 14,695 | 6.02% | 6.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOSTER & MOTLEY INC | History | No change | 439,155 | 14,694 | 0.68% | 0.68% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 436,810 | 14,615 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 432,405 | 14,468 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 430,914 | 14,418 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | No change | 425,676 | 14,243 | 1.22% | 1.22% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 415,552 | 13,941 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 415,946 | 13,917 | 3.07% | 3.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 405,538 | 13,569 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 403,564 | 13,503 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | No change | 400,856 | 13,362 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 390,646 | 13,071 | 1.07% | 1.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 387,515 | 12,966 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLSTATE CORP | History | No change | 374,529 | 12,531 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 365,813 | 12,240 | 0.75% | 0.75% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 364,182 | 12,185 | 0.47% | 0.47% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 350,124 | 11,715 | 3.66% | 3.66% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 340,018 | 11,377 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 337,668 | 11,298 | 1.14% | 1.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 337,154 | 11,281 | 4.76% | 4.76% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Phoenix Financial Ltd. | History | No change | 336,162 | 11,242 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 320,001 | 10,707 | 4.21% | 4.21% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | No change | 316,413 | 10,587 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Collier Financial | History | No change | 315,654 | 10,561 | 7.23% | 7.23% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 313,094 | 10,416 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Auour Investments LLC | History | No change | 307,853 | 10,300 | 2.95% | 2.95% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 306,967 | 10,271 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 306,163 | 10,244 | 0.88% | 0.88% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 303,236 | 10,146 | 1.93% | 1.93% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 297,511 | 9,954 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 292,770 | 9,796 | 0.98% | 0.98% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rice Partnership, LLC | History | No change | 287,205 | 9,609 | 1.17% | 1.17% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 279,999 | 9,368 | 0.63% | 0.63% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Planning Navigators CORP | History | No change | 278,312 | 9,312 | 3.49% | 3.49% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roundview Capital LLC | History | No change | 276,982 | 9,267 | 0.51% | 0.51% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kagan Cocozza Asset Management | History | No change | 273,730 | 9,159 | 5.74% | 5.74% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 270,400 | 9,047 | 2.69% | 2.69% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 263,457 | 8,815 | 2.65% | 2.65% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 260,009 | 8,699 | 0.13% | 0.13% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forum Private Client Group LLC | History | No change | 259,509 | 8,683 | 2.58% | 2.58% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 260,749 | 8,638 | 1.07% | 1.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ignite Planners, LLC | History | No change | 256,544 | 8,603 | 1.18% | 1.18% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 256,474 | 8,599 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 255,354 | 8,544 | 0.59% | 0.59% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 251,705 | 8,422 | 4.52% | 4.52% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Columbus Macro, LLC | History | No change | 245,023 | 8,198 | 0.8% | 0.8% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 244,970 | 8,196 | 0.19% | 0.19% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towercrest Capital Management | History | No change | 240,113 | 8,034 | 1.12% | 1.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cascade Financial Partners, LLC | History | No change | 237,891 | 7,959 | 0.69% | 0.69% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 234,371 | 7,842 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 233,376 | 7,808 | 3.6% | 3.6% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | No change | 233,265 | 7,805 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 232,948 | 7,794 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 229,761 | 7,687 | 3.96% | 3.96% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 229,234 | 7,670 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 228,877 | 7,658 | 2.63% | 2.63% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 219,000 | 7,327 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COURIER CAPITAL LLC | History | No change | 218,679 | 7,316 | 0.37% | 0.37% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 217,939 | 7,292 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leslie Global Wealth, LLC | History | No change | 217,691 | 7,283 | 2.84% | 2.84% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 217,622 | 7,281 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 216,066 | 7,229 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 212,613 | 7,114 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Advisors / MI | History | No change | 209,001 | 6,993 | 0.42% | 0.42% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 207,176 | 6,932 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | No change | 200,851 | 6,720 | 0.24% | 0.24% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 199,330 | 6,669 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALPS ADVISORS INC | History | No change | 198,945 | 6,656 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 198,632 | 6,646 | 0.35% | 0.35% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | Added to | 201,557 | 6,506 | 0.77% | 0.64% | 156 | +42,905 | 27.04% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 194,095 | 6,494 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 194,062 | 6,444 | 0.34% | 0.34% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 192,445 | 6,439 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 190,443 | 6,372 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 187,044 | 6,258 | 2.62% | 2.62% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 178,742 | 5,980 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 175,696 | 5,878 | 0.35% | 0.35% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 175,700 | 5,878 | 0.57% | 0.57% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 178,622 | 5,765 | 0.04% | 0.05% | 165 | -15,376 | -7.93% | Q3 2026 | Oct 08, 2026 |
| Alliance Wealth Management Group | History | No change | 171,424 | 5,735 | 1.12% | 1.12% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 170,527 | 5,705 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FDx Advisors, Inc. | History | No change | 167,438 | 5,602 | 1.69% | 1.69% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 165,882 | 5,550 | 1.27% | 1.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANZ SE | History | No change | 156,622 | 5,240 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 156,234 | 5,227 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 154,121 | 5,156 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 152,379 | 5,098 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Saiph Capital, LLC | History | No change | 151,071 | 5,054 | 1.51% | 1.51% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 149,499 | 5,002 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 148,865 | 4,981 | 3.09% | 3.09% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 147,877 | 4,947 | 0.98% | 0.98% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 147,115 | 4,922 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 143,270 | 4,793 | 1.66% | 1.66% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 141,565 | 4,736 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | No change | 142,398 | 4,716 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 142,398 | 4,716 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestate Advisors LLC | History | Reduced | 145,686 | 4,702 | 3.62% | 3.85% | 183 | -8,294 | -5.39% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 139,861 | 4,679 | 2.88% | 2.88% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 139,285 | 4,660 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 139,271 | 4,660 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 138,256 | 4,619 | 2.82% | 2.82% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 137,561 | 4,602 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 132,751 | 4,441 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 136,966 | 4,421 | 0.79% | 0.18% | 190 | +107,995 | 372.77% | Q3 2026 | Oct 05, 2026 |
| Roan Capital Partners | History | Added to | 132,589 | 4,279 | 3.13% | 3.59% | 191 | +3,257 | 2.52% | Q3 2026 | Oct 09, 2026 |
| Rothschild Wealth LLC | History | No change | 127,768 | 4,275 | 0.34% | 0.34% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aureum Wealth Management, LLC | History | No change | 126,529 | 4,233 | 2.62% | 2.62% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASL Financial, LLC | History | No change | 125,717 | 4,206 | 2.96% | 2.96% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 124,849 | 4,177 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 122,276 | 4,091 | 1.08% | 1.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 121,678 | 4,071 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 119,864 | 4,010 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accurate Wealth Management, LLC | History | No change | 116,703 | 3,876 | 0.37% | 0.37% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 114,267 | 3,823 | 0.78% | 0.78% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 113,051 | 3,782 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Climber Capital SA | History | No change | 113,092 | 3,776 | 2.31% | 2.31% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 112,447 | 3,762 | 0.24% | 0.24% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entelevest, LLC | History | No change | 112,196 | 3,754 | 3.21% | 3.21% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hofer & Associates. Inc | History | No change | 110,527 | 3,698 | 1.79% | 1.79% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 106,115 | 3,560 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 106,063 | 3,548 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 104,909 | 3,510 | 0.32% | 0.32% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| United Advisor Group, LLC | History | No change | 104,786 | 3,506 | 0.37% | 0.37% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | No change | 103,949 | 3,478 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 103,126 | 3,450 | 1.38% | 1.38% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 102,411 | 3,426 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 99,368 | 3,324 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 98,174 | 3,284 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 93,847 | 3,140 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 93,345 | 3,123 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 92,444 | 3,093 | 0.22% | 0.22% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 91,648 | 3,066 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 91,522 | 3,062 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Payne Capital LLC | History | No change | 90,938 | 3,042 | 2.54% | 2.54% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 89,653 | 2,999 | 1.6% | 1.6% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 88,584 | 2,964 | 0.91% | 0.91% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 88,018 | 2,945 | 0.19% | 0.19% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 88,104 | 2,928 | 2.29% | 2.29% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 86,539 | 2,895 | 0.23% | 0.23% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 85,164 | 2,849 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aspetuck Financial Management LLC | History | No change | 82,959 | 2,775 | 1.63% | 1.63% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 82,742 | 2,768 | 0.88% | 0.88% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 82,411 | 2,757 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 80,530 | 2,694 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 80,472 | 2,692 | 1.29% | 1.29% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 77,707 | 2,600 | 1.41% | 1.41% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 77,324 | 2,587 | 0.54% | 0.54% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centennial Bank/AR/ | History | No change | 77,298 | 2,586 | 0.83% | 0.83% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 75,182 | 2,515 | 2.07% | 2.07% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 73,799 | 2,469 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 76,205 | 2,459 | 1.66% | 1.8% | 237 | -1,780 | -2.28% | Q3 2026 | Oct 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 73,186 | 2,448 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 72,054 | 2,410 | 1.22% | 1.22% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 72,994 | 2,356 | 1.69% | 1.74% | 240 | -1,410 | -1.9% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 70,150 | 2,347 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 68,791 | 2,294 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 68,078 | 2,277 | 0.08% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brown Financial Advisors | History | No change | 67,060 | 2,243 | 0.78% | 0.78% | 244 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 66,238 | 2,216 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 63,862 | 2,137 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 63,732 | 2,132 | 0.19% | 0.19% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UMB Bank, n.a. | History | No change | 61,156 | 2,046 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rinkey Investments | History | No change | 60,896 | 2,037 | 0.48% | 0.48% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | No change | 60,835 | 2,035 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 59,664 | 1,996 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 59,566 | 1,993 | 0.22% | 0.22% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 59,470 | 1,989 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 59,338 | 1,985 | 0.12% | 0.12% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 57,438 | 1,921 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 56,114 | 1,877 | 1.31% | 1.31% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Impact Capital Partners LLC | History | No change | 55,974 | 1,872 | 0.51% | 0.51% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Composition Wealth, LLC | History | No change | 55,892 | 1,870 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First International Bank of Israel Ltd. | History | No change | 55,856 | 1,868 | 0.51% | 0.51% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 55,817 | 1,867 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 55,368 | 1,852 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 54,972 | 1,839 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Endowment Management, LP | History | No change | 54,077 | 1,809 | 0.18% | 0.18% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Street Advisors LLC | History | No change | 52,984 | 1,772 | 0.52% | 0.52% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 52,878 | 1,769 | 0.31% | 0.31% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Center For Asset Management LLC | History | No change | 52,778 | 1,765 | 0.78% | 0.78% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUE Private Wealth Advisors | History | No change | 51,672 | 1,728 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 51,636 | 1,727 | 0.18% | 0.18% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 50,669 | 1,695 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | No change | 50,352 | 1,684 | 0.41% | 0.41% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAILARD, INC. | History | No change | 49,612 | 1,660 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 49,322 | 1,650 | 1.03% | 1.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 48,813 | 1,633 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 46,261 | 1,547 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 43,662 | 1,461 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 45,050 | 1,454 | 0.33% | 0.36% | 276 | -2,322 | -4.9% | Q3 2026 | Oct 08, 2026 |
| Jacobi Capital Management LLC | History | No change | 43,144 | 1,443 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 42,909 | 1,435 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVIDSON TRUST CO | History | Added to | 43,672 | 1,409 | 0.56% | 0.56% | 279 | +894 | 2.09% | Q3 2026 | Oct 09, 2026 |
| Advisor OS, LLC | History | No change | 42,002 | 1,405 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| E&G Advisors, LLC | History | No change | 41,796 | 1,398 | 0.27% | 0.27% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,399 | 1,385 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 40,877 | 1,367 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 40,788 | 1,364 | 0.75% | 0.75% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KKM Financial LLC | History | No change | 39,891 | 1,334 | 0.18% | 0.18% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 39,672 | 1,327 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Community Bank, N.A. | History | No change | 38,879 | 1,300 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxbow Advisors, LLC | History | No change | 38,417 | 1,285 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Financial, LLC | History | No change | 38,166 | 1,277 | 0.15% | 0.15% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Paladin Wealth, LLC | History | No change | 38,111 | 1,275 | 0.74% | 0.74% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 37,901 | 1,268 | 0.31% | 0.31% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 37,359 | 1,250 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 36,557 | 1,223 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NWAM LLC | History | No change | 36,083 | 1,207 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 35,700 | 1,194 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 35,710 | 1,194 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 35,115 | 1,174 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 34,838 | 1,165 | 0.49% | 0.49% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 34,642 | 1,159 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharper & Granite LLC | History | No change | 34,239 | 1,145 | 0.35% | 0.35% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Management, Inc. | History | No change | 33,608 | 1,124 | 0.16% | 0.16% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 32,227 | 1,078 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 31,877 | 1,066 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 30,827 | 1,031 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 30,814 | 1,031 | 0.5% | 0.5% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GenTrust, LLC | History | No change | 30,667 | 1,026 | 0.04% | 0.04% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Econ Financial Services Corp | History | No change | 29,939 | 1,001 | 0.47% | 0.47% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 30,314 | 978 | 0.45% | 0.48% | 308 | +329 | 1.1% | Q3 2026 | Oct 09, 2026 |
| Warner Group LLC | History | No change | 28,767 | 962 | 0.24% | 0.24% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Investment Management, LLC | History | No change | 28,277 | 946 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 28,073 | 939 | 0.06% | 0.06% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zhang Financial LLC | History | No change | 27,807 | 930 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 27,823 | 930 | 0.63% | 0.63% | 313 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balboa Wealth Partners | History | No change | 27,477 | 919 | 0.13% | 0.13% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 27,207 | 910 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 26,782 | 896 | 0.33% | 0.33% | 316 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mattson Financial Services, LLC | History | No change | 26,902 | 895 | 0.19% | 0.19% | 317 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 26,441 | 884 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 26,411 | 883 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERN BANK | History | Added to | 26,519 | 856 | 0.01% | 0.01% | 320 | +991 | 3.88% | Q3 2026 | Oct 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 25,596 | 856 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RKL Wealth Management LLC | History | No change | 25,409 | 850 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 25,401 | 849 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 25,194 | 842 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 24,767 | 828 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 24,596 | 822 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 24,307 | 813 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 24,170 | 808 | 0.06% | 0.06% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS | History | No change | 24,136 | 807 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 23,866 | 798 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,709 | 793 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 23,240 | 777 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | No change | 23,218 | 776 | 0.17% | 0.17% | 333 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 22,476 | 752 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prudent Man Advisors, LLC | History | No change | 22,395 | 749 | 0.17% | 0.17% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidFirst Bank | History | No change | 22,305 | 746 | 0.05% | 0.05% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1ST SOURCE BANK | History | No change | 22,210 | 743 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 22,130 | 740 | 0.34% | 0.34% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 21,759 | 728 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 22,032 | 711 | 0.02% | 0.02% | 340 | -5,140 | -18.92% | Q3 2026 | Oct 05, 2026 |
| Investment Management Trust, LLC | History | No change | 20,767 | 694 | 0.62% | 0.62% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 20,589 | 688 | 0.26% | 0.26% | 342 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 20,538 | 687 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 20,307 | 679 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marion Wealth Management | History | No change | 20,290 | 678 | 0.14% | 0.14% | 345 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Altus Wealth Group LLC | History | No change | 20,007 | 669 | 0.24% | 0.24% | 346 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 19,586 | 655 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 19,427 | 650 | 0.09% | 0.09% | 348 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 19,392 | 650 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 19,356 | 643 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 19,135 | 640 | 0.13% | 0.13% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 18,990 | 635 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLB&B Advisors, LLC | History | No change | 18,806 | 629 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forza Wealth Management, LLC | History | No change | 18,510 | 619 | 0.19% | 0.19% | 354 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 18,218 | 609 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 17,399 | 582 | 0.06% | 0.06% | 356 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Realta Investment Advisors | History | No change | 17,383 | 581 | 0.18% | 0.18% | 357 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Portland Financial Advisors Inc | History | No change | 17,310 | 579 | 1.06% | 1.06% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigation Wealth Management, Inc. | History | No change | 17,020 | 569 | 0.78% | 0.78% | 359 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NBT BANK, N.A. | History | No change | 16,731 | 559 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brucke Financial, Inc. | History | No change | 16,734 | 559 | 0.25% | 0.25% | 361 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | No change | 16,703 | 558 | 0.09% | 0.09% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthstar Advisors, LLC | History | No change | 16,619 | 556 | 0.16% | 0.16% | 363 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 16,587 | 555 | 0.11% | 0.11% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,428 | 549 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,290 | 545 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWS Partners | History | No change | 16,140 | 540 | 0.12% | 0.12% | 367 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 16,062 | 537 | 0.04% | 0.04% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 15,646 | 523 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,424 | 516 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 15,376 | 513 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 15,262 | 510 | 0.13% | 0.13% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GDS Wealth Management | History | No change | 15,135 | 506 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 15,121 | 505 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 15,100 | 505 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 14,748 | 493 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | No change | 14,580 | 487 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | Added to | 15,037 | 485 | 0.04% | 0.03% | 378 | +4,762 | 46.35% | Q3 2026 | Oct 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 14,449 | 482 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 14,371 | 480 | 0.49% | 0.49% | 380 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Alpha, LLC | History | No change | 14,317 | 479 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 14,203 | 475 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14,162 | 475 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVZ, Inc. | History | No change | 14,162 | 473 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORDEN GROUP LLC | History | No change | 13,956 | 466 | 0.04% | 0.04% | 385 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Faithward Advisors, LLC | History | No change | 13,770 | 460 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 13,740 | 459 | 0.13% | 0.13% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | No change | 13,586 | 454 | 0.36% | 0.36% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,538 | 452 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,258 | 443 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROFFITT & GOODSON INC | History | No change | 13,132 | 439 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Curbstone Financial Management Corp | History | No change | 13,150 | 439 | 0.07% | 0.07% | 392 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 13,100 | 438 | 0.16% | 0.16% | 393 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 13,023 | 436 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,011 | 435 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Group, LLC | History | No change | 12,949 | 433 | 0.17% | 0.17% | 396 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,925 | 432 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 12,848 | 429 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 12,727 | 425 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN ADVISORY INC | History | No change | 12,575 | 420 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 12,511 | 418 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,481 | 417 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 12,465 | 417 | 0.25% | 0.25% | 403 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 12,870 | 415 | 0.11% | 0.11% | 404 | +21 | 0.16% | Q3 2026 | Oct 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,314 | 412 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 12,104 | 404 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,010 | 401 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 11,765 | 394 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 11,738 | 392 | 0.08% | 0.08% | 409 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 11,642 | 389 | 0.13% | 0.13% | 410 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GE INVESTMENT MANAGEMENT CORP. | History | No change | 11,588 | 387 | 0.12% | 0.12% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 11,556 | 386 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Flagstone Financial Management | History | No change | 11,531 | 385 | 0.09% | 0.09% | 413 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,342 | 379 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,335 | 379 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M1 Capital Management LLC | History | No change | 11,101 | 371 | 0.14% | 0.14% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alteri Wealth LLC | History | No change | 11,066 | 370 | 0.1% | 0.1% | 417 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elm3 Financial Group, LLC | History | New | 11,212 | 361 | 0.24% | — | 418 | +11,212 | New | Q3 2026 | Oct 07, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 10,637 | 355 | 0.15% | 0.15% | 419 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 10,436 | 349 | 0.09% | 0.09% | 420 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carter Financial Group, INC. | History | No change | 10,353 | 346 | 0.18% | 0.18% | 421 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,039 | 335 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 9,912 | 331 | 0.25% | 0.25% | 423 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 9,861 | 329 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOP Private Wealth LLC. | History | No change | 9,822 | 328 | 0.31% | 0.31% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 9,312 | 310 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wayfinding Financial, LLC | History | No change | 9,195 | 307 | 0.12% | 0.12% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 9,493 | 306 | 0.01% | 0.02% | 429 | -2,864 | -23.18% | Q3 2026 | Oct 09, 2026 |
| Argent Trust Co | History | No change | 9,171 | 306 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy CG, LLC | History | No change | 8,861 | 296 | 0.08% | 0.08% | 430 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,646 | 289 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 8,469 | 283 | 0.1% | 0.1% | 432 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,617 | 278 | 0.03% | 0.03% | 433 | +324 | 3.91% | Q3 2026 | Oct 08, 2026 |
| ArborFi Advisors, LLC | History | No change | 8,068 | 269 | 0.2% | 0.2% | 434 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFB Advisors LLC | History | No change | 8,012 | 268 | 0.12% | 0.12% | 435 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BHK Investment Advisors, LLC | History | No change | 8,000 | 267 | 0.08% | 0.08% | 436 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Associates, Inc. | History | No change | 8,000 | 267 | 0.07% | 0.07% | 437 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,932 | 265 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 7,948 | 265 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balefire, LLC | History | Reduced | 8,193 | 264 | 0.04% | 0.05% | 441 | -1,478 | -15.28% | Q3 2026 | Oct 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 7,890 | 264 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 7,867 | 263 | 0.16% | 0.16% | 442 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,853 | 262 | 0.02% | 0.02% | 443 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,830 | 261 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 7,694 | 257 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 7,631 | 256 | 0.2% | 0.2% | 446 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,522 | 251 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 7,464 | 249 | 0.16% | 0.16% | 448 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 7,424 | 248 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Columbia River Financial Group, LLC | History | No change | 7,359 | 246 | 0.13% | 0.13% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hexagon Capital Partners LLC | History | No change | 7,253 | 242 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,231 | 241 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 7,133 | 238 | 0.09% | 0.09% | 453 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 6,900 | 230 | 0.04% | 0.04% | 454 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 6,890 | 230 | 0.05% | 0.05% | 455 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 6,767 | 226 | 0.04% | 0.04% | 456 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| StoneX Group Inc. | History | No change | 6,697 | 224 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 6,714 | 224 | 0.1% | 0.1% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulwark Capital Corp | History | No change | 6,679 | 223 | 0.13% | 0.13% | 459 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Midwest Trust Co | History | No change | 6,682 | 223 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, LLC | History | No change | 6,487 | 217 | 0.03% | 0.03% | 461 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 6,387 | 213 | 0.04% | 0.04% | 462 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 6,337 | 212 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,362 | 212 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 6,359 | 212 | 0.12% | 0.12% | 465 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | No change | 6,275 | 209 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 6,243 | 208 | 0.04% | 0.04% | 467 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 6,233 | 208 | 0.11% | 0.11% | 468 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tidemark, LLC | History | No change | 6,173 | 206 | 0.05% | 0.05% | 469 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Financial Private Client, LLC | History | No change | 6,148 | 205 | 0.06% | 0.06% | 470 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,116 | 204 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 6,109 | 204 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Intrua Financial, LLC | History | No change | 6,052 | 202 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triad Wealth Partners, LLC | History | No change | 6,128 | 202 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Partners LLC | History | No change | 6,066 | 202 | 0.18% | 0.18% | 475 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 6,020 | 201 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,000 | 200 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCK Partners, Inc. | History | No change | 6,005 | 200 | 0.1% | 0.1% | 478 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 6,003 | 200 | 0.15% | 0.15% | 479 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Planning Group LLC | History | No change | 5,552 | 183 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,598 | 180 | 0.01% | 0.01% | 481 | +213 | 3.96% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 4,911 | 164 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 4,794 | 160 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 4,761 | 159 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 4,738 | 158 | 0.11% | 0.11% | 485 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4,479 | 149 | 0.08% | 0.08% | 486 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4,260 | 142 | 0.08% | 0.08% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,093 | 136 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 3,700 | 119 | 0.01% | 0.02% | 489 | -592 | -13.79% | Q3 2026 | Oct 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,564 | 119 | 0.04% | 0.04% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 3,345 | 111 | 0.05% | 0.05% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | No change | 3,230 | 108 | 0.06% | 0.06% | 492 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,255 | 108 | 0.08% | 0.08% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,175 | 106 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Glassman Wealth Services | History | No change | 3,135 | 104 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nemes Rush Group LLC | History | No change | 3,077 | 102 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 2,736 | 91 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,500 | 82 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 2,057 | 68 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,032 | 67 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,907 | 63 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,775 | 59 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,698 | 56 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PFS Partners, LLC | History | No change | 1,573 | 52 | 0.02% | 0.02% | 504 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,539 | 51 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 1,391 | 46 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,322 | 44 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AlphaCore Capital LLC | History | No change | 1,328 | 44 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,310 | 43 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vision Retirement, LLC | History | No change | 1,195 | 39 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,165 | 38 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,142 | 38 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,121 | 37 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,114 | 37 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| City State Bank | History | No change | 1,131 | 37 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,130 | 37 | 0.02% | 0.02% | 516 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,088 | 36 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,074 | 35 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,001 | 33 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 998 | 33 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 925 | 30 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 852 | 28 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 820 | 27 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 777 | 26 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 719 | 24 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 705 | 24 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 679 | 22 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | No change | 625 | 20 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Walsh & Associates, LLC | History | No change | 599 | 20 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| United Community Bank | History | No change | 585 | 19 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Go Invest LLC | History | Added to | 564 | 18 | 0.0% | 0.0% | 532 | +519 | 1153.33% | Q3 2026 | Oct 08, 2026 |
| Horizon Investments, LLC | History | No change | 735 | 18 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 506 | 16 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 485 | 16 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 465 | 15 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 456 | 15 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 438 | 14 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 393 | 12 | 0.01% | — | 542 | +393 | New | Q3 2026 | Oct 09, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 385 | 12 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Capital Trust Co | History | No change | 373 | 12 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 375 | 12 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 347 | 11 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 346 | 11 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 311 | 10 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 325 | 10 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 280 | 9 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 263 | 8 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 250 | 8 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 259 | 8 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullock Wealth Management Group | History | Added to | 220 | 7 | 0.0% | 0.0% | 554 | +3 | 1.38% | Q3 2026 | Oct 09, 2026 |
| Biltmore Family Office, LLC | History | No change | 233 | 7 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 234 | 7 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 218 | 7 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 217 | 7 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 186 | 6 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 192 | 6 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 202 | 6 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VIMA LLC | History | No change | 206 | 6 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 207 | 6 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 150 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 173 | 5 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Independent Advisors | History | No change | 176 | 5 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 155 | 5 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REAP Financial Group, LLC | History | No change | 169 | 5 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | No change | 138 | 4 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brooklyn FI, LLC | History | No change | 129 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 98 | 3 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 62 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fairscale Capital, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 72 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Robinswood Financial LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 37 | 1 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Operose Advisors LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harborfront Financial Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DLK Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -112,330 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,087 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Acropolis Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,730 | -100.0% | Q3 2026 | Oct 08, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solstein Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,549 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrity Financial Corp /WA | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Planning Strategies Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |