SPDR SERIES TRUST - SPMD
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.
Details.
Showing first 300 of
847 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 101,248,410 | 6,840,342 | 4.0% | 4.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 18,865,773 | 1,274,572 | 2.16% | 2.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,456,379 | 909,112 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,659,408 | 585,029 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,099,453 | 479,639 | 5.09% | 5.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,488,056 | 303,213 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 3,893,545 | 263,048 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 2,803,253 | 189,387 | 3.91% | 3.91% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Facet Wealth, Inc. | History | No change | 2,636,343 | 178,111 | 2.55% | 2.55% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,038,889 | 137,747 | 0.82% | 0.82% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,918,268 | 129,598 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,714,902 | 115,858 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,648,164 | 111,349 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 1,574,014 | 106,340 | 8.19% | 8.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,535,784 | 103,761 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,518,548 | 102,593 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,492,239 | 100,740 | 0.55% | 0.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 1,419,072 | 95,872 | 8.64% | 8.64% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,410,470 | 95,291 | 1.67% | 1.67% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,294,582 | 87,461 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,230,591 | 83,138 | 1.58% | 1.58% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,223,685 | 82,672 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hills Bank & Trust Co | History | No change | 1,215,987 | 82,152 | 3.5% | 3.5% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,107,956 | 74,853 | 3.22% | 3.22% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,050,971 | 71,004 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,040,000 | 70,241 | 1.59% | 1.59% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREENLEAF TRUST | History | No change | 984,218 | 66,493 | 0.64% | 0.64% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VICUS CAPITAL | History | No change | 927,780 | 62,680 | 4.05% | 4.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 920,576 | 62,194 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 908,750 | 61,395 | 0.72% | 0.72% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 892,359 | 60,280 | 0.47% | 0.47% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 856,429 | 57,860 | 5.81% | 5.81% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOKF, NA | History | No change | 827,035 | 55,874 | 0.77% | 0.77% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 815,885 | 55,121 | 4.17% | 4.17% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 778,352 | 52,585 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 774,635 | 52,334 | 2.91% | 2.91% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 748,284 | 50,554 | 5.97% | 5.97% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 741,916 | 50,123 | 3.19% | 3.19% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 740,863 | 50,052 | 0.79% | 0.79% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 729,476 | 49,283 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 732,536 | 49,101 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RKL Wealth Management LLC | History | No change | 720,231 | 48,658 | 3.88% | 3.88% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 703,911 | 47,556 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 687,948 | 46,477 | 4.52% | 4.52% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 642,059 | 43,377 | 4.59% | 4.59% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 714,469 | 42,310 | 7.28% | 7.28% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 625,213 | 42,240 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 559,902 | 37,826 | 8.28% | 8.28% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 595,107 | 37,695 | 0.11% | 0.11% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 522,957 | 35,330 | 0.94% | 0.94% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 516,571 | 34,899 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 514,000 | 34,725 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 497,764 | 33,628 | 0.64% | 0.64% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 491,126 | 33,180 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 489,744 | 33,087 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 479,984 | 32,427 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 478,595 | 32,333 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 467,183 | 31,562 | 1.9% | 1.9% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 457,527 | 30,910 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 442,350 | 29,885 | 1.08% | 1.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 435,087 | 29,394 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Strategies Group, Inc. | History | No change | 442,361 | 29,350 | 4.68% | 4.68% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 433,583 | 28,942 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellenbecker Investment Group | History | No change | 421,419 | 28,471 | 3.31% | 3.31% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 407,945 | 27,560 | 2.84% | 2.84% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 398,855 | 26,946 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 397,969 | 26,886 | 0.91% | 0.91% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 390,075 | 26,353 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 385,267 | 26,028 | 1.24% | 1.24% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 378,745 | 25,588 | 2.21% | 2.21% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 378,182 | 25,550 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 370,105 | 25,004 | 2.58% | 2.58% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Penserra Capital Management LLC | History | No change | 357,197 | 24,132 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 344,616 | 23,282 | 6.28% | 6.28% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 343,706 | 23,220 | 13.11% | 13.11% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 336,945 | 22,763 | 0.46% | 0.46% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 498,535 | 22,564 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 333,055 | 22,501 | 0.71% | 0.71% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 325,592 | 21,996 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 325,572 | 21,995 | 0.34% | 0.34% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crews Bank & Trust | History | No change | 317,015 | 21,417 | 2.8% | 2.8% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 307,321 | 20,762 | 3.37% | 3.37% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Perspectives, Inc | History | No change | 306,457 | 20,704 | 6.35% | 6.35% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shepherd Financial Partners LLC | History | No change | 303,394 | 20,497 | 1.68% | 1.68% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alta Wealth Advisors LLC | History | No change | 294,514 | 19,897 | 5.39% | 5.39% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 292,169 | 19,738 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 290,317 | 19,613 | 0.52% | 0.52% | 87 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 277,214 | 18,728 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 273,796 | 18,497 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 265,663 | 17,948 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 258,787 | 17,483 | 0.69% | 0.69% | 91 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Venture Visionary Partners LLC | History | No change | 257,868 | 17,421 | 0.48% | 0.48% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 257,591 | 17,403 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 257,179 | 17,374 | 6.18% | 6.18% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 255,712 | 17,275 | 0.22% | 0.22% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bensler, LLC | History | No change | 247,497 | 16,720 | 1.48% | 1.48% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cascade Financial Partners, LLC | History | No change | 247,468 | 16,718 | 1.45% | 1.45% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 238,587 | 16,114 | 0.83% | 0.83% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 236,358 | 15,968 | 0.52% | 0.52% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 229,878 | 15,530 | 6.41% | 6.41% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 224,715 | 15,182 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 223,245 | 15,082 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IAG Wealth Partners, LLC | History | No change | 222,817 | 15,053 | 1.49% | 1.49% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TPG Financial Advisors, LLC | History | No change | 222,569 | 15,036 | 4.49% | 4.49% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 219,884 | 14,853 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | No change | 210,799 | 14,241 | 0.96% | 0.96% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 209,980 | 14,186 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 208,139 | 14,061 | 3.21% | 3.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PSI Advisors, LLC | History | No change | 207,189 | 13,997 | 3.25% | 3.25% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 206,473 | 13,949 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 202,058 | 13,651 | 3.36% | 3.36% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 201,214 | 13,593 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WRAPMANAGER INC | History | No change | 198,631 | 13,419 | 4.2% | 4.2% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FF Advisors,LLC | History | No change | 191,508 | 12,938 | 4.85% | 4.85% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 185,267 | 12,516 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 184,506 | 12,465 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 184,170 | 12,442 | 0.41% | 0.41% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 183,100 | 12,370 | 0.18% | 0.18% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gradient Investments LLC | History | No change | 175,260 | 11,840 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lumbard & Kellner, LLC | History | No change | 174,182 | 11,767 | 3.57% | 3.57% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 174,104 | 11,762 | 1.48% | 1.48% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 173,924 | 11,750 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 172,640 | 11,663 | 2.6% | 2.6% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Zhang Financial LLC | History | No change | 170,413 | 11,513 | 0.34% | 0.34% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 159,243 | 11,221 | 1.34% | 1.34% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 165,486 | 11,180 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 164,588 | 11,119 | 4.66% | 4.66% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | No change | 164,377 | 11,105 | 0.81% | 0.81% | 128 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Windsor Capital Management, LLC | History | No change | 157,413 | 10,634 | 2.76% | 2.76% | 129 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 157,262 | 10,624 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 158,018 | 10,482 | 0.27% | 0.27% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 153,069 | 10,341 | 3.19% | 3.19% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 152,978 | 10,335 | 2.13% | 2.13% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 151,413 | 10,229 | 2.11% | 2.11% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madison Asset Management, LLC | History | No change | 150,364 | 10,158 | 0.12% | 0.12% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Group, LLC | History | No change | 145,167 | 9,807 | 3.79% | 3.79% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 144,356 | 9,752 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 144,168 | 9,739 | 4.11% | 4.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 141,684 | 9,572 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millington Financial Advisors, LLC | History | No change | 143,428 | 9,492 | 3.73% | 3.73% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KWB Wealth | History | No change | 139,488 | 9,423 | 0.81% | 0.81% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 145,749 | 9,371 | 5.9% | 5.9% | 142 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| Carnegie Investment Counsel | History | No change | 137,400 | 9,282 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | No change | 137,072 | 9,260 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 136,530 | 9,223 | 0.47% | 0.47% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 131,050 | 8,853 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 130,612 | 8,824 | 1.21% | 1.21% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 133,388 | 8,818 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 130,423 | 8,811 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AF Advisors, Inc. | History | No change | 128,000 | 8,647 | 4.25% | 4.25% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 123,123 | 8,318 | 2.22% | 2.22% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 121,818 | 8,230 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 121,526 | 8,210 | 0.34% | 0.34% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 118,600 | 8,012 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 117,507 | 7,938 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 117,044 | 7,907 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 117,806 | 7,864 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 116,316 | 7,858 | 3.13% | 3.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 115,961 | 7,834 | 3.39% | 3.39% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ODonnell Financial Services, LLC | History | No change | 111,806 | 7,553 | 2.22% | 2.22% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 111,770 | 7,551 | 0.36% | 0.36% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 108,925 | 7,358 | 0.14% | 0.14% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bill Few Associates, Inc. | History | No change | 107,104 | 7,235 | 1.54% | 1.54% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 106,893 | 7,221 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 106,538 | 7,197 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 105,895 | 7,154 | 0.47% | 0.47% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Capital Co | History | No change | 105,712 | 7,141 | 1.17% | 1.17% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PECAUT & CO. | History | No change | 105,452 | 7,124 | 2.17% | 2.17% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 105,431 | 7,122 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Up Capital Management, Inc. | History | No change | 104,595 | 7,066 | 5.47% | 5.47% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 104,209 | 7,040 | 0.38% | 0.38% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 103,795 | 7,012 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 99,737 | 6,738 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacksonville Wealth Management, LLC | History | No change | 98,537 | 6,657 | 3.77% | 3.77% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVFG LLC | History | No change | 98,382 | 6,646 | 0.7% | 0.7% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advance Capital Management, Inc. | History | No change | 98,368 | 6,645 | 0.21% | 0.21% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 98,070 | 6,626 | 1.07% | 1.07% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 96,691 | 6,532 | 0.23% | 0.23% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 94,662 | 6,395 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 93,474 | 6,315 | 1.3% | 1.3% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 92,979 | 6,281 | 0.25% | 0.25% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 102,672 | 6,080 | 0.52% | 0.52% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Register Financial Advisors LLC | History | No change | 88,790 | 5,998 | 1.84% | 1.84% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 87,462 | 5,908 | 0.19% | 0.19% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 86,842 | 5,867 | 0.21% | 0.21% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 85,604 | 5,783 | 1.66% | 1.66% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUEFG, LLC | History | No change | 84,928 | 5,737 | 1.34% | 1.34% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 84,917 | 5,736 | 0.22% | 0.22% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Freedom Investing, LLC | History | No change | 96,433 | 5,710 | 0.45% | 0.45% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 83,729 | 5,656 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | No change | 82,890 | 5,600 | 1.16% | 1.16% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 80,847 | 5,462 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 80,146 | 5,414 | 1.99% | 1.99% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOP Private Wealth LLC. | History | No change | 79,919 | 5,399 | 5.18% | 5.18% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pachira Investments Inc. | History | No change | 79,477 | 5,369 | 2.03% | 2.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 78,154 | 5,280 | 1.59% | 1.59% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 77,891 | 5,262 | 0.94% | 0.94% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 86,560 | 5,167 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 75,960 | 5,131 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 75,776 | 5,119 | 0.85% | 0.85% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ArborFi Advisors, LLC | History | No change | 74,102 | 5,006 | 3.63% | 3.63% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 73,748 | 4,982 | 0.43% | 0.43% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 72,981 | 4,930 | 0.3% | 0.3% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pure Financial Advisors, LLC | History | No change | 72,858 | 4,922 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 72,654 | 4,908 | 0.41% | 0.41% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 72,202 | 4,877 | 0.25% | 0.25% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 72,139 | 4,873 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Luken Investment Analytics, LLC | History | No change | 71,712 | 4,844 | 1.69% | 1.69% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 70,343 | 4,752 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 70,329 | 4,751 | 0.75% | 0.75% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 68,863 | 4,652 | 1.54% | 1.54% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 68,313 | 4,615 | 0.36% | 0.36% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 68,100 | 4,600 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Benchmark Financial, LLC | History | No change | 68,015 | 4,595 | 3.74% | 3.74% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 66,787 | 4,512 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compass Wealth Management LLC | History | No change | 66,090 | 4,465 | 0.84% | 0.84% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | No change | 65,756 | 4,442 | 2.11% | 2.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Aspetuck Financial Management LLC | History | No change | 63,723 | 4,305 | 2.53% | 2.53% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lynx Investment Advisory | History | No change | 63,180 | 4,268 | 1.4% | 1.4% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| G&S Capital LLC | History | No change | 62,931 | 4,251 | 1.23% | 1.23% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 61,692 | 4,167 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 62,355 | 4,136 | 0.52% | 0.52% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 60,994 | 4,120 | 0.76% | 0.76% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 60,612 | 4,094 | 2.83% | 2.83% | 224 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| National Wealth Management Group, LLC | History | No change | 59,856 | 4,043 | 1.25% | 1.25% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 59,567 | 4,024 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 59,526 | 4,021 | 4.1% | 4.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 58,049 | 3,921 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kagan Cocozza Asset Management | History | No change | 57,678 | 3,896 | 2.44% | 2.44% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 57,041 | 3,854 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiduciary Group, LLC | History | No change | 57,026 | 3,852 | 0.3% | 0.3% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 56,554 | 3,820 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 56,386 | 3,809 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| United Asset Strategies, Inc. | History | No change | 56,282 | 3,802 | 0.27% | 0.27% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 55,762 | 3,767 | 0.25% | 0.25% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 54,824 | 3,703 | 0.42% | 0.42% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Management, Inc. | History | No change | 54,711 | 3,696 | 1.13% | 1.13% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONECO ADVISORS, LLC | History | No change | 53,314 | 3,601 | 0.22% | 0.22% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NovaPoint Capital, LLC | History | No change | 53,272 | 3,599 | 0.75% | 0.75% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 53,255 | 3,597 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 53,087 | 3,586 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 52,354 | 3,537 | 1.22% | 1.22% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 52,305 | 3,533 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 52,255 | 3,530 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspire Private Capital, LLC | History | No change | 51,774 | 3,497 | 0.72% | 0.72% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 51,605 | 3,486 | 0.22% | 0.22% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tandem Investment Partners LLC | History | No change | 51,340 | 3,468 | 2.67% | 2.67% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 50,987 | 3,444 | 0.65% | 0.65% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 51,859 | 3,439 | 0.43% | 0.43% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 50,339 | 3,400 | 0.37% | 0.37% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 50,245 | 3,394 | 0.41% | 0.41% | 251 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 50,206 | 3,391 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 50,139 | 3,387 | 0.19% | 0.19% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 49,971 | 3,376 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 49,981 | 3,376 | 1.39% | 1.39% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Planning Group, LLC | History | No change | 49,576 | 3,349 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 48,879 | 3,302 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Capital Corp/CO | History | No change | 48,662 | 3,287 | 1.53% | 1.53% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 48,150 | 3,253 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 48,013 | 3,243 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shum Financial Group, Inc. | History | No change | 47,975 | 3,241 | 1.95% | 1.95% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Range Financial Group LLC | History | No change | 47,723 | 3,224 | 0.88% | 0.88% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Luminist Capital LLC | History | No change | 46,687 | 3,154 | 3.54% | 3.54% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carroll Advisory Group, LLC | History | No change | 46,616 | 3,149 | 1.03% | 1.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 45,932 | 3,103 | 0.28% | 0.28% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 45,709 | 3,088 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 45,633 | 3,082 | 1.67% | 1.67% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intrua Financial, LLC | History | No change | 45,239 | 3,056 | 0.28% | 0.28% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nadler Financial Group, Inc. | History | No change | 44,428 | 3,001 | 0.25% | 0.25% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Towercrest Capital Management | History | No change | 43,507 | 2,939 | 0.41% | 0.41% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 43,359 | 2,929 | 0.49% | 0.49% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 43,219 | 2,919 | 0.25% | 0.25% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEMITAM BONAM LLC | History | No change | 43,106 | 2,912 | 2.14% | 2.14% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 42,558 | 2,875 | 0.32% | 0.32% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 21 West Wealth Management LLC | History | No change | 42,238 | 2,853 | 2.44% | 2.44% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 41,417 | 2,798 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 40,963 | 2,767 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 40,509 | 2,736 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Saxony Capital Management, LLC | History | No change | 40,302 | 2,722 | 1.25% | 1.25% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 40,008 | 2,702 | 1.91% | 1.91% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 39,302 | 2,655 | 0.25% | 0.25% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Enhancement Group LLC | History | No change | 39,204 | 2,648 | 0.32% | 0.32% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 39,058 | 2,638 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jump Financial, LLC | History | No change | 37,726 | 2,548 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 37,012 | 2,500 | 0.8% | 0.8% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | No change | 36,884 | 2,491 | 1.83% | 1.83% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S.A. Mason LLC | History | No change | 36,783 | 2,485 | 0.76% | 0.76% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 35,979 | 2,430 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 35,678 | 2,410 | 0.2% | 0.2% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Financial Network, LLC | History | No change | 34,472 | 2,328 | 1.59% | 1.59% | 290 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthquest Corp | History | No change | 34,334 | 2,319 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 33,930 | 2,292 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33,790 | 2,282 | 0.29% | 0.29% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Management Group | History | No change | 33,759 | 2,280 | 0.44% | 0.44% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 33,727 | 2,278 | 0.28% | 0.28% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 32,996 | 2,229 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 32,695 | 2,208 | 1.26% | 1.26% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 32,481 | 2,194 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 32,034 | 2,164 | 1.04% | 1.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 31,035 | 2,096 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |