SPDR SERIES TRUST - SPTI
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 | 54,077,529 | 1,535,260 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 48,147,629 | 1,366,911 | 2.43% | 2.43% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 36,956,056 | 1,049,182 | 11.59% | 11.59% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,549,605 | 356,283 | 3.11% | 3.11% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,273,012 | 234,870 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,552,607 | 214,325 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 6,449,298 | 183,095 | 1.12% | 1.12% | 7 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 5,846,343 | 165,977 | 5.6% | 5.6% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Day In July LLC | History | No change | 5,740,635 | 162,976 | 11.33% | 11.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,678,176 | 161,203 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5,078,669 | 144,183 | 14.85% | 14.85% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,403,524 | 125,016 | 1.06% | 1.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 3,616,394 | 102,669 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,373,475 | 95,772 | 1.16% | 1.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,182,755 | 90,358 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 2,746,843 | 78,202 | 1.0% | 1.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 2,649,871 | 75,229 | 4.25% | 4.25% | 17 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Investment Group, LLC | History | No change | 2,256,234 | 64,054 | 7.77% | 7.77% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 2,253,751 | 63,983 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 2,308,448 | 62,974 | 1.71% | 1.52% | 20 | +458,825 | 24.81% | Q3 2026 | Oct 02, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,096,996 | 59,533 | 1.15% | 1.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,018,202 | 57,296 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 1,959,613 | 55,633 | 10.53% | 10.53% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Carnegie Investment Counsel | History | No change | 1,843,779 | 52,344 | 1.05% | 1.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 1,808,600 | 51,346 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,802,308 | 51,167 | 1.62% | 1.62% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 1,604,605 | 45,554 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Black Diamond Financial, LLC | History | No change | 1,568,643 | 44,533 | 3.93% | 3.93% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gradient Investments LLC | History | No change | 1,540,075 | 43,722 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,519,100 | 43,127 | 0.26% | 0.26% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,464,466 | 41,576 | 0.88% | 0.88% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 1,454,168 | 41,283 | 3.92% | 3.92% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 1,338,880 | 38,010 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,256,446 | 35,670 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,244,488 | 35,305 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 1,212,102 | 34,411 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 1,188,621 | 33,744 | 3.86% | 3.86% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,171,552 | 33,260 | 0.53% | 0.53% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compton Financial Group, LLC | History | No change | 1,171,075 | 33,246 | 6.4% | 6.4% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 1,162,188 | 32,994 | 5.11% | 5.11% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frisch Financial Group, Inc. | History | No change | 1,097,338 | 31,153 | 5.34% | 5.34% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,059,176 | 30,070 | 0.4% | 0.4% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,054,763 | 29,944 | 0.2% | 0.2% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NorthRock Partners, LLC | History | No change | 1,032,022 | 29,299 | 0.43% | 0.43% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,028,420 | 29,196 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 1,018,891 | 28,926 | 11.85% | 11.85% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,007,694 | 28,608 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,006,887 | 28,585 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KWB Wealth | History | No change | 999,955 | 28,388 | 2.43% | 2.43% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 997,269 | 28,172 | 3.7% | 3.7% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Flagstone Financial Management | History | No change | 905,461 | 25,706 | 5.75% | 5.75% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| S. R. Schill & Associates | History | No change | 823,719 | 23,385 | 14.12% | 14.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 733,668 | 20,828 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 708,223 | 20,106 | 10.25% | 10.25% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 688,159 | 19,536 | 4.4% | 4.4% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 683,982 | 19,418 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Collier Financial | History | No change | 681,284 | 19,341 | 13.23% | 13.23% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 3EDGE Asset Management, LP | History | No change | 670,421 | 19,033 | 0.85% | 0.85% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 665,554 | 18,895 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 692,007 | 18,877 | 0.32% | — | 60 | +692,007 | New | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 642,536 | 18,113 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 612,393 | 17,385 | 1.69% | 1.69% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 602,756 | 17,112 | 0.93% | 0.93% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 582,067 | 16,524 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighPoint Advisor Group LLC | History | No change | 580,962 | 16,493 | 0.58% | 0.58% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | No change | 561,689 | 15,946 | 2.01% | 2.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 559,741 | 15,891 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 552,517 | 15,685 | 0.6% | 0.6% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vise Technologies, Inc. | History | No change | 548,324 | 15,566 | 0.18% | 0.18% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 536,824 | 15,170 | 1.25% | 1.25% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Melone Private Wealth, LLC | History | No change | 512,824 | 14,559 | 5.55% | 5.55% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | No change | 507,254 | 14,400 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 497,936 | 14,136 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 497,633 | 14,127 | 0.4% | 0.4% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 487,455 | 13,838 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leslie Global Wealth, LLC | History | No change | 481,454 | 13,668 | 5.32% | 5.32% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 479,886 | 13,623 | 5.75% | 5.75% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 469,900 | 13,297 | 2.63% | 2.63% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 465,318 | 13,210 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equita Financial Network, Inc. | History | No change | 457,795 | 12,996 | 3.61% | 3.61% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arjuna Capital | History | No change | 457,273 | 12,981 | 2.92% | 2.92% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 424,419 | 12,049 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobart Private Capital, LLC | History | No change | 424,172 | 12,042 | 2.07% | 2.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Tilson Financial Group, Inc. | History | No change | 413,267 | 11,732 | 3.23% | 3.23% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capasso Planning Partners LLC | History | No change | 408,514 | 11,597 | 5.78% | 5.78% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 405,964 | 11,525 | 4.76% | 4.76% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 401,307 | 11,393 | 6.84% | 6.84% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TPG Financial Advisors, LLC | History | No change | 400,617 | 11,373 | 3.4% | 3.4% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 381,143 | 10,820 | 2.62% | 2.62% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 366,227 | 10,397 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATAURO, LLC | History | No change | 363,267 | 10,313 | 1.36% | 1.36% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 359,000 | 10,192 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 340,699 | 9,672 | 0.34% | 0.34% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Appalachian Capital Management Ltd | History | No change | 340,149 | 9,656 | 7.0% | 7.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 332,958 | 9,452 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 324,190 | 9,203 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 320,886 | 9,109 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 313,210 | 8,892 | 2.34% | 2.34% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 310,668 | 8,819 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 305,702 | 8,678 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 304,330 | 8,639 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 297,466 | 8,445 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waterloo Capital, L.P. | History | No change | 296,877 | 8,428 | 0.47% | 0.47% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 290,188 | 8,238 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 274,879 | 7,804 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 266,827 | 7,575 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 266,213 | 7,558 | 0.5% | 0.5% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 264,608 | 7,512 | 2.99% | 2.99% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 259,188 | 7,358 | 0.59% | 0.59% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 256,318 | 7,276 | 2.3% | 2.3% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| XY Planning Network, Inc. | History | No change | 251,997 | 7,154 | 0.9% | 0.9% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 240,904 | 6,839 | 0.29% | 0.29% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 240,591 | 6,830 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 238,940 | 6,783 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 236,893 | 6,725 | 1.92% | 1.92% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 236,835 | 6,723 | 1.13% | 1.13% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 235,804 | 6,694 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 235,536 | 6,686 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 229,094 | 6,503 | 1.07% | 1.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 228,374 | 6,483 | 4.52% | 4.52% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 227,847 | 6,468 | 0.55% | 0.55% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 221,586 | 6,290 | 1.8% | 1.8% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 218,649 | 6,207 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 214,507 | 6,089 | 0.2% | 0.2% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 211,304 | 5,998 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 205,303 | 5,828 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | No change | 202,416 | 5,746 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Retirement Planning Group, LLC | History | No change | 193,265 | 5,486 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ArborFi Advisors, LLC | History | No change | 186,457 | 5,293 | 3.84% | 3.84% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | No change | 186,351 | 5,290 | 0.62% | 0.62% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 179,956 | 5,108 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 175,717 | 4,988 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 175,532 | 4,983 | 0.45% | 0.45% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Advisors, LLC | History | No change | 169,360 | 4,808 | 0.33% | 0.33% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 164,225 | 4,662 | 0.28% | 0.28% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAILARD, INC. | History | No change | 163,185 | 4,632 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 161,808 | 4,593 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 161,076 | 4,572 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Climber Capital SA | History | No change | 158,812 | 4,499 | 2.75% | 2.75% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Downshift Financial, LLC | History | No change | 158,490 | 4,499 | 2.02% | 2.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JT Stratford LLC | History | No change | 157,470 | 4,470 | 0.49% | 0.49% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Financial Advisors LLC | History | No change | 157,327 | 4,466 | 2.78% | 2.78% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bank of New York Mellon Corp | History | No change | 153,006 | 4,343 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 147,032 | 4,174 | 0.15% | 0.15% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 139,820 | 3,969 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Group, LLC | History | No change | 138,874 | 3,942 | 1.52% | 1.52% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | No change | 136,500 | 3,875 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 135,407 | 3,844 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 126,365 | 3,587 | 0.29% | 0.29% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 121,365 | 3,445 | 1.77% | 1.77% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 114,873 | 3,261 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 114,614 | 3,253 | 0.68% | 0.68% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vertex Planning Partners, LLC | History | No change | 111,404 | 3,162 | 0.47% | 0.47% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plus Group Wealth Advisors LLC | History | No change | 110,568 | 3,139 | 2.95% | 2.95% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 108,302 | 3,074 | 2.14% | 2.14% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LIBRA WEALTH LLC | History | No change | 104,269 | 2,960 | 0.76% | 0.76% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 103,727 | 2,944 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZEGA Investments, LLC | History | No change | 100,793 | 2,861 | 0.29% | 0.29% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Narus Financial Partners, LLC | History | No change | 98,954 | 2,809 | 0.72% | 0.72% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 96,511 | 2,739 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 96,139 | 2,729 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 92,838 | 2,635 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 91,843 | 2,607 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 90,557 | 2,570 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88,502 | 2,520 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 87,096 | 2,481 | 1.25% | 1.25% | 166 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Jacobi Capital Management LLC | History | No change | 86,652 | 2,460 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prosperity Advisers, LLC | History | No change | 86,226 | 2,447 | 1.77% | 1.77% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 84,074 | 2,386 | 0.9% | 0.9% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 82,889 | 2,353 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 81,081 | 2,301 | 0.43% | 0.43% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisory Group LLC | History | No change | 77,814 | 2,209 | 0.12% | 0.12% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 75,649 | 2,147 | 0.52% | 0.52% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bonfire Financial | History | No change | 70,014 | 1,987 | 1.28% | 1.28% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 68,971 | 1,958 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 68,144 | 1,934 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| October Effect Ltd | History | No change | 67,679 | 1,921 | 1.81% | 1.81% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GenWealth Group, Inc. | History | No change | 66,112 | 1,876 | 0.29% | 0.29% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Center For Asset Management LLC | History | No change | 64,786 | 1,839 | 0.82% | 0.82% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wise Wealth Partners | History | No change | 64,638 | 1,835 | 3.12% | 3.12% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICUS CAPITAL | History | No change | 64,320 | 1,826 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 64,224 | 1,823 | 0.76% | 0.76% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 62,613 | 1,778 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fonville Wealth Management LLC | History | No change | 62,265 | 1,767 | 0.29% | 0.29% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brown Financial Advisors | History | No change | 61,792 | 1,754 | 0.61% | 0.61% | 185 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| MGO ONE SEVEN LLC | History | No change | 60,917 | 1,729 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,454 | 1,664 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 57,377 | 1,628 | 1.11% | 1.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 55,717 | 1,581 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 54,626 | 1,550 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objectivity Squared, LLC | History | No change | 53,454 | 1,517 | 0.85% | 0.85% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 52,611 | 1,493 | 1.52% | 1.52% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 50,869 | 1,444 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paladin Wealth, LLC | History | No change | 50,573 | 1,435 | 0.83% | 0.83% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Costello Asset Management, INC | History | No change | 50,057 | 1,421 | 0.43% | 0.43% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 49,800 | 1,413 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 49,289 | 1,399 | 0.65% | 0.65% | 197 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | No change | 46,571 | 1,322 | 0.97% | 0.97% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Advisors / MI | History | No change | 46,431 | 1,318 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 45,963 | 1,304 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 45,946 | 1,304 | 0.17% | 0.17% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEEDS INVESTOR LLC | History | No change | 45,516 | 1,292 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 44,218 | 1,255 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 43,618 | 1,238 | 0.26% | 0.26% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 43,597 | 1,237 | 0.25% | 0.25% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 43,141 | 1,224 | 0.22% | 0.22% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 43,118 | 1,224 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 42,532 | 1,207 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOP Private Wealth LLC. | History | No change | 42,046 | 1,193 | 1.14% | 1.14% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 40,187 | 1,140 | 0.68% | 0.68% | 210 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Boltwood Capital Management | History | No change | 41,010 | 1,118 | 0.25% | 0.27% | 211 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 39,243 | 1,114 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Bank/AR/ | History | No change | 38,689 | 1,098 | 0.35% | 0.35% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 37,888 | 1,075 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 37,647 | 1,068 | 0.3% | 0.3% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 37,043 | 1,055 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 36,447 | 1,034 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 35,865 | 1,018 | 0.65% | 0.65% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 35,055 | 995 | 0.93% | 0.93% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34,851 | 989 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 34,458 | 978 | 0.45% | 0.45% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 34,232 | 971 | 0.44% | 0.44% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 32,474 | 921 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,643 | 898 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 31,470 | 893 | 0.91% | 0.91% | 225 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 31,284 | 888 | 0.33% | 0.33% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mattson Financial Services, LLC | History | No change | 31,025 | 875 | 0.18% | 0.18% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 29,802 | 846 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RMR Wealth Builders | History | No change | 29,611 | 840 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vontobel Holding Ltd. | History | No change | 29,504 | 837 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RKL Wealth Management LLC | History | No change | 28,666 | 813 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 28,285 | 803 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 28,117 | 798 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M Holdings Securities, Inc. | History | No change | 27,387 | 780 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifeworks Advisors, LLC | History | No change | 27,380 | 777 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 27,248 | 770 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Betterment LLC | History | No change | 26,872 | 763 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,616 | 755 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 25,829 | 733 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 25,761 | 731 | 0.15% | 0.15% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 25,279 | 717 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 24,943 | 708 | 0.61% | 0.61% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLALOCK WILLIAMS, LLC | History | No change | 24,537 | 696 | 0.45% | 0.45% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PSI Advisors, LLC | History | No change | 24,074 | 683 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kovack Advisors, Inc. | History | No change | 23,620 | 670 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 23,603 | 670 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 23,097 | 655 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | No change | 21,850 | 620 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 21,741 | 617 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Edgestream Partners, L.P. | History | No change | 21,213 | 602 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 20,814 | 590 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 20,367 | 578 | 0.22% | 0.22% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Boyd Wealth Management, LLC | History | No change | 20,105 | 570 | 0.22% | 0.22% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19,873 | 564 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATRON PARTNERS, LLC | History | No change | 19,766 | 561 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 19,336 | 548 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brooklyn FI, LLC | History | No change | 18,983 | 533 | 0.1% | 0.1% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | No change | 18,282 | 519 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 18,204 | 516 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,480 | 496 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 17,195 | 488 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarity Wealth Development LLC | History | No change | 16,888 | 479 | 0.27% | 0.27% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 16,755 | 475 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 16,688 | 473 | 0.28% | 0.28% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joule Financial, LLC | History | No change | 15,978 | 453 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 15,746 | 447 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IMA Advisory Services, Inc. | History | No change | 15,413 | 437 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 15,354 | 432 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,187 | 426 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,187 | 426 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 14,411 | 409 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 14,282 | 405 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 14,220 | 403 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Convergence Financial, LLC | History | No change | 13,862 | 393 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 13,783 | 391 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 13,630 | 390 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 13,558 | 384 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 13,511 | 383 | 0.16% | 0.16% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Realta Investment Advisors | History | No change | 13,471 | 382 | 0.12% | 0.12% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brucke Financial, Inc. | History | No change | 12,612 | 358 | 0.16% | 0.16% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Blueprint, LLC | History | No change | 12,512 | 355 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rede Wealth, LLC | History | No change | 12,395 | 351 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | No change | 11,874 | 337 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 11,776 | 334 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 11,674 | 331 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,632 | 330 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 11,497 | 325 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | No change | 11,307 | 321 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,037 | 313 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 10,863 | 308 | 0.17% | 0.17% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 10,812 | 306 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | No change | 10,636 | 301 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 10,500 | 298 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Financial Network, LLC | History | No change | 10,438 | 296 | 0.2% | 0.2% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 10,259 | 291 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INVESTED ADVISORS | History | No change | 10,253 | 291 | 0.26% | 0.26% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 10,069 | 285 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keystone Financial Group | History | No change | 10,050 | 285 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 10,011 | 284 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GeoWealth Management, LLC | History | No change | 9,977 | 283 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,936 | 282 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 9,845 | 279 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 9,816 | 278 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 9,627 | 273 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 9,378 | 266 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Americana Partners, LLC | History | No change | 9,372 | 266 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 9,390 | 266 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor Resource Council | History | No change | 9,377 | 265 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,318 | 264 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 9,312 | 264 | 0.13% | 0.13% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 9,215 | 261 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Facet Wealth, Inc. | History | No change | 9,201 | 261 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zhang Financial LLC | History | No change | 9,205 | 261 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthPoint Financial, LLC | History | No change | 9,082 | 257 | 0.19% | 0.19% | 314 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 8,970 | 254 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 8,706 | 247 | 0.13% | 0.13% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 8,510 | 241 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 8,369 | 237 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 8,259 | 234 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 8,112 | 230 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clark Asset Management, LLC | History | No change | 8,109 | 230 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 8,098 | 229 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarendon Private LLC | History | No change | 8,100 | 229 | 0.15% | 0.15% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 7,910 | 224 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,651 | 217 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 7,653 | 217 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Detalus Advisors, LLC | History | No change | 7,625 | 216 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 7,331 | 208 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Latitude Advisors, LLC | History | No change | 7,316 | 207 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| International Private Wealth Advisors LLC | History | No change | 7,301 | 207 | 0.11% | 0.11% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 6,936 | 196 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HORIZON CORP | History | No change | 6,863 | 194 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 6,495 | 184 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 6,463 | 183 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 5,644 | 160 | 0.04% | 0.04% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,313 | 150 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,311 | 150 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,617 | 131 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PlanVest Financial, Inc | History | No change | 4,605 | 130 | 0.09% | 0.09% | 339 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4,494 | 127 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,316 | 122 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,681 | 104 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,649 | 103 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 3,430 | 97 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,144 | 89 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POM Investment Strategies, LLC | History | No change | 2,850 | 80 | 0.09% | 0.09% | 346 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Your Advocates Ltd., LLP | History | No change | 2,754 | 78 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,257 | 64 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 1,984 | 56 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Center for Financial Services | History | No change | 1,938 | 55 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,881 | 53 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,865 | 52 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,845 | 52 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,785 | 50 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,380 | 39 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 1,405 | 39 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,323 | 37 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,275 | 36 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 1,246 | 35 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,110 | 31 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,093 | 31 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 1,086 | 30 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 917 | 26 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 918 | 26 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 885 | 25 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 781 | 22 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 779 | 22 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 747 | 21 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 654 | 19 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 666 | 18 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 600 | 17 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 573 | 16 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BankPlus Trust Department | History | No change | 569 | 16 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 578 | 16 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 506 | 14 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Financial Planning Group LLC | History | No change | 423 | 12 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SouthState Bank Corp | History | No change | 364 | 10 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 328 | 9 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 343 | 9 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 335 | 9 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 330 | 9 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 297 | 8 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kilter Group LLC | History | No change | 296 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 270 | 7 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 259 | 7 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 258 | 7 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dogwood Wealth Management LLC | History | No change | 276 | 7 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 280 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 218 | 6 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 226 | 6 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaCore Capital LLC | History | No change | 175 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 114 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 75 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | No change | 90 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Strive Financial Group ,LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 42 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Montgomery Financial Services LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |