SPDR SERIES TRUST - SPYD
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 5,115,210 | 244,046 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,449,190 | 164,560 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,315,128 | 158,164 | 1.18% | 1.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Auto-Owners Insurance Co | History | No change | 2,050,000 | 97,826 | 2.21% | 2.21% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 1,682,417 | 80,268 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,437,681 | 68,591 | 1.56% | 1.56% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 790,973 | 37,737 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 729,859 | 34,802 | 0.21% | 0.21% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 705,786 | 33,673 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 689,145 | 32,879 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curran Financial Partners, LLC | History | No change | 611,552 | 29,177 | 4.34% | 4.34% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 581,680 | 27,751 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 532,010 | 25,382 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 515,233 | 24,582 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 503,977 | 24,044 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 455,223 | 21,719 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 467,508 | 21,280 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 400,874 | 19,125 | 0.36% | 0.36% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 396,673 | 18,930 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 396,211 | 18,903 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 320,224 | 15,277 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 318,591 | 15,199 | 2.47% | 2.47% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | No change | 311,737 | 14,872 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Capital Management, LLC | History | No change | 310,099 | 14,794 | 0.16% | 0.16% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 296,777 | 14,159 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 273,088 | 13,029 | 2.53% | 2.53% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 257,757 | 12,472 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 256,501 | 12,237 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 246,515 | 11,761 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 235,511 | 11,236 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 232,596 | 11,097 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 221,455 | 10,565 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 219,905 | 10,491 | 0.42% | 0.42% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 210,836 | 10,058 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Planning, Inc. | History | Added to | 219,348 | 9,951 | 2.46% | 2.43% | 35 | +21,918 | 11.1% | Q3 2026 | Oct 08, 2026 |
| SWS Partners | History | No change | 207,359 | 9,893 | 2.14% | 2.14% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 195,322 | 9,318 | 1.18% | 1.18% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 193,151 | 9,215 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COWA, LLC | History | No change | 189,929 | 9,061 | 2.27% | 2.27% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elite Financial, Inc. | History | No change | 178,638 | 8,522 | 3.44% | 3.44% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cercano Management LLC | History | No change | 174,939 | 8,346 | 1.11% | 1.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 167,993 | 8,015 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waterloo Capital, L.P. | History | No change | 163,735 | 7,811 | 0.44% | 0.44% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | No change | 162,306 | 7,743 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 154,026 | 7,348 | 0.61% | 0.61% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 147,601 | 7,042 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 142,067 | 6,778 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 138,290 | 6,597 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 129,028 | 6,156 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 128,722 | 6,141 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 125,264 | 5,976 | 0.44% | 0.44% | 51 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Curi Capital, LLC | History | No change | 124,700 | 5,949 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 124,279 | 5,929 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 123,795 | 5,906 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 123,255 | 5,880 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset One Wealth Management LLC | History | No change | 112,959 | 5,492 | 0.58% | 0.58% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | Added to | 119,018 | 5,399 | 0.14% | 0.16% | 57 | +1 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Phoenix Wealth Advisors | History | No change | 108,866 | 5,194 | 1.75% | 1.75% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 107,943 | 5,149 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 107,764 | 5,141 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 99,113 | 4,728 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 98,510 | 4,699 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 96,404 | 4,599 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 94,392 | 4,587 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 98,897 | 4,486 | 0.35% | 0.29% | 65 | +20,121 | 25.54% | Q3 2026 | Oct 05, 2026 |
| Jump Financial, LLC | History | No change | 89,621 | 4,275 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 88,796 | 4,236 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 87,016 | 4,151 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 86,919 | 4,146 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 86,479 | 4,125 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 85,522 | 4,080 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 84,488 | 4,030 | 0.59% | 0.59% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 79,953 | 3,814 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 79,795 | 3,807 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 79,526 | 3,794 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 78,337 | 3,737 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 78,170 | 3,729 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 77,354 | 3,690 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 77,102 | 3,678 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 76,786 | 3,663 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 74,387 | 3,548 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 73,626 | 3,512 | 0.83% | 0.83% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 72,241 | 3,446 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | No change | 72,228 | 3,446 | 0.88% | 0.88% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisor OS, LLC | History | No change | 71,384 | 3,405 | 0.23% | 0.23% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 71,254 | 3,399 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 70,585 | 3,367 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 67,500 | 3,220 | 0.32% | 0.32% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | No change | 67,397 | 3,215 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 66,108 | 3,154 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 64,910 | 3,096 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 64,660 | 3,084 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 64,425 | 3,073 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Econ Financial Services Corp | History | No change | 63,286 | 3,019 | 1.41% | 1.41% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 63,863 | 2,997 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth LLC | History | No change | 61,753 | 2,946 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 58,443 | 2,788 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First PREMIER Bank | History | No change | 58,437 | 2,788 | 0.45% | 0.45% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 58,023 | 2,768 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| V2 Financial group LLC | History | No change | 57,963 | 2,765 | 1.03% | 1.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 57,883 | 2,761 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 55,735 | 2,694 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 55,078 | 2,627 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arax Advisory Partners | History | No change | 54,945 | 2,621 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 54,123 | 2,582 | 0.58% | 0.58% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 54,110 | 2,581 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 53,999 | 2,576 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 53,862 | 2,569 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 53,139 | 2,535 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 52,220 | 2,491 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52,103 | 2,485 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 51,225 | 2,443 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Innovative Wealth Building LLC | History | No change | 50,494 | 2,409 | 1.4% | 1.4% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 50,141 | 2,392 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE STREET CORP | History | No change | 49,021 | 2,338 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | No change | 48,918 | 2,333 | 1.67% | 1.67% | 116 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 48,758 | 2,326 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 48,646 | 2,320 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 48,396 | 2,308 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Capital Management, LLC | History | No change | 47,140 | 2,249 | 0.42% | 0.42% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 46,749 | 2,230 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 46,169 | 2,202 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 44,200 | 2,108 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 43,608 | 2,080 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Savant Capital, LLC | History | No change | 44,159 | 2,061 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 42,500 | 2,027 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roan Capital Partners | History | No change | 41,976 | 2,002 | 1.66% | 1.66% | 127 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 41,710 | 1,989 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 42,532 | 1,929 | 0.01% | 0.02% | 129 | -4,527 | -9.62% | Q3 2026 | Oct 08, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 40,384 | 1,926 | 0.48% | 0.48% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 40,275 | 1,921 | 0.39% | 0.39% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 39,519 | 1,885 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 39,359 | 1,877 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 39,039 | 1,862 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Decker Retirement Planning Inc. | History | No change | 38,846 | 1,853 | 0.63% | 0.63% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Towercrest Capital Management | History | No change | 37,307 | 1,779 | 0.25% | 0.25% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 36,808 | 1,756 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 36,761 | 1,753 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 36,675 | 1,749 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 34,931 | 1,666 | 0.19% | 0.19% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Castleview Partners, LLC | History | No change | 34,662 | 1,653 | 0.73% | 0.73% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 34,312 | 1,637 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 34,299 | 1,636 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 33,932 | 1,618 | 0.51% | 0.51% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Capital Management, LLC | History | No change | 33,674 | 1,606 | 0.63% | 0.63% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,632 | 1,604 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 33,470 | 1,596 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 33,165 | 1,582 | 0.56% | 0.56% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 32,479 | 1,549 | 0.2% | 0.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Stanich Group LLC | History | No change | 32,407 | 1,546 | 0.97% | 0.97% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alliance Wealth Management Group | History | No change | 32,198 | 1,536 | 0.3% | 0.3% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bison Wealth, LLC | History | No change | 31,796 | 1,529 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 31,245 | 1,490 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collier Financial | History | No change | 30,686 | 1,464 | 1.0% | 1.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 30,155 | 1,438 | 0.81% | 0.81% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 30,000 | 1,431 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 29,882 | 1,425 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 29,401 | 1,402 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 28,949 | 1,381 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 28,087 | 1,339 | 0.53% | 0.53% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 27,542 | 1,314 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 27,399 | 1,307 | 0.23% | 0.23% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 27,083 | 1,292 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 26,710 | 1,274 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,516 | 1,265 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TMB Capital Partners, LLC | History | No change | 25,969 | 1,238 | 0.39% | 0.39% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 25,917 | 1,236 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 25,687 | 1,225 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 25,592 | 1,220 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 25,474 | 1,215 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 26,686 | 1,210 | 0.31% | 0.32% | 171 | +865 | 3.35% | Q3 2026 | Oct 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,369 | 1,210 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 25,247 | 1,204 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 24,152 | 1,152 | 0.63% | 0.63% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 24,105 | 1,150 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 24,015 | 1,145 | 0.23% | 0.23% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NDWM LLC | History | No change | 23,451 | 1,118 | 0.66% | 0.66% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBL Wealth, LLC | History | No change | 22,500 | 1,073 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kagan Cocozza Asset Management | History | No change | 22,296 | 1,063 | 0.67% | 0.67% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 22,099 | 1,054 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 22,058 | 1,052 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 22,035 | 1,051 | 0.51% | 0.51% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 21,933 | 1,046 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 22,562 | 1,027 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 21,268 | 1,014 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FCG Investment Co | History | No change | 20,825 | 993 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 20,754 | 990 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,656 | 989 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 20,732 | 989 | 0.24% | 0.24% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 20,704 | 987 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,630 | 984 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Code Waechter LLC | History | No change | 20,513 | 978 | 0.51% | 0.51% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 19,832 | 973 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 19,716 | 940 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 20,709 | 939 | 0.02% | 0.02% | 195 | -2,282 | -9.93% | Q3 2026 | Oct 08, 2026 |
| RDA Financial Network | History | No change | 19,127 | 912 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | No change | 19,082 | 910 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,813 | 897 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 18,689 | 891 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sonoma Private Wealth LLC | History | No change | 18,645 | 889 | 0.95% | 0.95% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 18,095 | 863 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stokes Family Office, LLC | History | No change | 18,000 | 858 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 17,713 | 845 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,700 | 844 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | No change | 17,547 | 837 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TruNorth Capital Management, LLC | History | No change | 17,472 | 833 | 0.13% | 0.13% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 17,367 | 828 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,341 | 827 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 17,321 | 826 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Advisors Inc. | History | No change | 17,256 | 823 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Austin Wealth Management, LLC | History | No change | 16,589 | 819 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 17,070 | 814 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 17,019 | 811 | 0.55% | 0.55% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | Reduced | 17,939 | 810 | 0.01% | 0.01% | 215 | -183 | -1.01% | Q3 2026 | Oct 08, 2026 |
| Financial Insights, Inc. | History | No change | 16,990 | 810 | 0.21% | 0.21% | 214 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 16,960 | 809 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,862 | 804 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 16,613 | 792 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | No change | 15,711 | 775 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,047 | 766 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 16,069 | 766 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harpswell Capital Advisors, LLC | History | No change | 16,000 | 763 | 0.49% | 0.49% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 15,713 | 749 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,300 | 729 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 15,199 | 725 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 15,129 | 721 | 0.16% | 0.16% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 15,079 | 719 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 15,000 | 715 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 14,923 | 711 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,835 | 708 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,624 | 697 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 14,384 | 686 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,264 | 680 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLC Capital Advisors | History | No change | 14,232 | 679 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 14,223 | 678 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Bank & Trust | History | No change | 13,737 | 655 | 0.12% | 0.12% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Balefire, LLC | History | No change | 13,567 | 647 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,525 | 645 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor Resource Council | History | No change | 13,217 | 630 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Virtue Capital Management, LLC | History | No change | 13,011 | 620 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 12,916 | 616 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | No change | 12,863 | 613 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 12,805 | 610 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 12,713 | 606 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 12,337 | 588 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,888 | 567 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,849 | 565 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,743 | 560 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11,590 | 552 | 0.23% | 0.23% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focused Wealth Management, Inc | History | No change | 11,561 | 551 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,093 | 548 | 0.04% | 0.04% | 251 | +18 | 0.15% | Q3 2026 | Oct 08, 2026 |
| TCP Asset Management, LLC | History | No change | 11,396 | 543 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Red Wave Investments LLC | History | No change | 11,315 | 539 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,194 | 534 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 11,129 | 530 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Guidance Group, Inc. | History | No change | 11,106 | 529 | 0.2% | 0.2% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | No change | 11,073 | 528 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 10,972 | 523 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ignite Planners, LLC | History | No change | 10,981 | 523 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 10,919 | 520 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 10,843 | 517 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COFG Advisors, LLC | History | No change | 10,697 | 510 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cache Advisors, LLC | History | No change | 10,673 | 509 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Register Financial Advisors LLC | History | No change | 10,654 | 508 | 0.16% | 0.16% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENTREWEALTH, LLC | History | No change | 10,235 | 506 | 0.19% | 0.19% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balentine LLC | History | No change | 10,582 | 504 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 10,435 | 497 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GTS SECURITIES LLC | History | No change | 10,314 | 492 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SimpliFi, Inc. | History | No change | 10,280 | 490 | 0.19% | 0.19% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 10,279 | 490 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 10,079 | 480 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 10,054 | 479 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parker Investment Management, LLC | History | No change | 10,038 | 478 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 10,017 | 477 | 0.1% | 0.1% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 9,977 | 476 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 9,987 | 476 | 0.23% | 0.23% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brookstone Capital Management | History | No change | 9,979 | 476 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,973 | 475 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Wealth Management, LLC | History | No change | 9,920 | 473 | 0.2% | 0.2% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 9,800 | 467 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 9,609 | 458 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Erickson Financial Group, LLC | History | No change | 9,523 | 454 | 0.24% | 0.24% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 9,522 | 454 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 9,482 | 452 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,329 | 445 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 9,315 | 444 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 9,256 | 441 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 9,221 | 439 | 0.22% | 0.22% | 288 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JT Stratford LLC | History | No change | 9,098 | 434 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 9,038 | 431 | 0.16% | 0.16% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 9,043 | 431 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 9,028 | 430 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | No change | 8,936 | 426 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 8,787 | 421 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,804 | 420 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Barry Investment Advisors, LLC | History | No change | 8,751 | 417 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 8,714 | 415 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 8,660 | 413 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 8,652 | 412 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 8,551 | 407 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 8,462 | 403 | 0.03% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | No change | 8,425 | 401 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,367 | 399 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 8,132 | 387 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFC Advisors LLC | History | No change | 8,115 | 387 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,054 | 384 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 7,679 | 383 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 7,679 | 383 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carroll Advisory Group, LLC | History | No change | 8,039 | 383 | 0.13% | 0.13% | 309 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Security National Bank | History | No change | 7,950 | 379 | 0.05% | 0.05% | 310 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tempo Wealth, LLC | History | No change | 7,921 | 377 | 0.06% | 0.06% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 7,877 | 375 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 7,797 | 371 | 0.09% | 0.09% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,696 | 367 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 7,635 | 364 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 7,568 | 361 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 7,528 | 359 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,445 | 355 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 7,413 | 353 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boreal Capital Management LLC | History | No change | 7,200 | 343 | 0.26% | 0.26% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 7,168 | 341 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 7,138 | 340 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,126 | 339 | 0.25% | 0.25% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Norris Financial Group, LLC | History | No change | 7,118 | 339 | 0.13% | 0.13% | 324 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 7,033 | 335 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,601 | 332 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 6,775 | 323 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 6,747 | 322 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 6,720 | 320 | 0.16% | 0.16% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 6,698 | 319 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 6,581 | 313 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crews Bank & Trust | History | No change | 6,525 | 311 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,448 | 307 | 0.06% | 0.06% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 6,437 | 307 | 0.17% | 0.17% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Management Trust, LLC | History | No change | 6,451 | 307 | 0.28% | 0.28% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 6,347 | 302 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 6,254 | 298 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,223 | 296 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 6,142 | 293 | 0.04% | 0.04% | 339 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,040 | 289 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,003 | 286 | 0.12% | 0.12% | 341 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAP Partners, LLC | History | No change | 6,000 | 286 | 0.14% | 0.14% | 342 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,981 | 285 | 0.14% | 0.14% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,969 | 284 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 5,947 | 283 | 0.19% | 0.19% | 345 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,812 | 278 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 5,821 | 277 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WBH ADVISORY INC | History | No change | 5,772 | 275 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cloud Capital Management, LLC | History | No change | 5,783 | 275 | 0.1% | 0.1% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 5,750 | 274 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 5,757 | 274 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,620 | 268 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 5,515 | 263 | 0.17% | 0.17% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,484 | 261 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 5,464 | 260 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 5,443 | 259 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,316 | 257 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 5,391 | 257 | 0.22% | 0.22% | 358 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,375 | 256 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,363 | 255 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,337 | 254 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,320 | 253 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,275 | 251 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 5,187 | 247 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abbot Financial Management, Inc. | History | No change | 5,150 | 245 | 0.08% | 0.08% | 365 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 5,146 | 245 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,095 | 243 | 0.1% | 0.1% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 5,063 | 241 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,038 | 240 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Betterment LLC | History | No change | 4,988 | 238 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 4,976 | 237 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 4,938 | 236 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Accel Wealth Management | History | No change | 4,904 | 233 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nilsine Partners, LLC | History | No change | 4,902 | 233 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 4,828 | 230 | 0.19% | 0.19% | 375 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 4,829 | 230 | 0.11% | 0.11% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 4,828 | 230 | 0.19% | 0.19% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitlin John, LLC | History | No change | 4,806 | 229 | 0.13% | 0.13% | 378 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 4,772 | 227 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,720 | 225 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grant Private Wealth Management Inc | History | No change | 4,724 | 225 | 0.09% | 0.09% | 381 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 4,734 | 225 | 0.06% | 0.06% | 382 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 4,712 | 224 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Chancellor Financial Group WB LP | History | No change | 4,698 | 224 | 0.14% | 0.14% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 4,617 | 222 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 4,600 | 219 | 0.1% | 0.1% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 4,575 | 218 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 4,558 | 217 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 4,534 | 216 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kaizen Financial Strategies | History | No change | 4,431 | 212 | 0.07% | 0.07% | 390 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 4,394 | 209 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Facet Wealth, Inc. | History | No change | 4,394 | 209 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 4,348 | 207 | 0.13% | 0.13% | 393 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,331 | 206 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 4,326 | 206 | 0.06% | 0.06% | 395 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 4,301 | 205 | 0.19% | 0.19% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Portland Financial Advisors Inc | History | No change | 4,304 | 205 | 0.37% | 0.37% | 397 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4,250 | 202 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inscription Capital, LLC | History | No change | 4,218 | 201 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 4,150 | 197 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,433 | 163 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 3,413 | 162 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,207 | 153 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 3,124 | 151 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fairscale Capital, LLC | History | No change | 2,948 | 140 | 0.08% | 0.08% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Reduced | 3,012 | 137 | 0.0% | 0.04% | 406 | -22,992 | -88.42% | Q3 2026 | Oct 02, 2026 |
| Go Invest LLC | History | No change | 2,681 | 127 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Downshift Financial, LLC | History | No change | 2,634 | 125 | 0.06% | 0.06% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,581 | 123 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,528 | 120 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,509 | 119 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peterson Wealth Services | History | No change | 2,448 | 116 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 2,407 | 114 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 2,345 | 111 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,314 | 110 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,200 | 104 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SouthState Bank Corp | History | No change | 2,000 | 95 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 2,000 | 95 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | No change | 2,000 | 95 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 1,931 | 92 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,022 | 91 | 0.07% | 0.08% | 421 | -6 | -0.3% | Q3 2026 | Oct 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,855 | 88 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 1,739 | 83 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,600 | 76 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,500 | 71 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Clearstead Trust, LLC | History | No change | 1,337 | 63 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,211 | 57 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,174 | 56 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,160 | 55 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 1,139 | 54 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,150 | 54 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 1,125 | 53 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOWE & RUSLING INC | History | No change | 1,100 | 52 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 1,099 | 52 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,060 | 50 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,060 | 50 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,035 | 49 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,055 | 48 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 1,024 | 48 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 1,019 | 48 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bullock Wealth Management Group | History | No change | 1,011 | 48 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 47 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Access Investment Management LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITY HOLDING CO | History | No change | 953 | 45 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 952 | 45 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 944 | 45 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 926 | 44 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 931 | 44 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atomic Invest LLC | History | No change | 920 | 44 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 881 | 42 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 887 | 42 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 880 | 41 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Center for Financial Services | History | No change | 875 | 41 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 818 | 39 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 10Elms LLP | History | No change | 820 | 39 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 747 | 35 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 746 | 35 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 717 | 34 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 675 | 30 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 597 | 29 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 600 | 28 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 577 | 27 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 571 | 27 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 556 | 26 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 496 | 23 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 487 | 23 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 475 | 21 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Regatta Research & Money Management | History | No change | 458 | 21 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 427 | 20 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 402 | 19 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 398 | 18 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeSteps Financial, Inc. | History | No change | 384 | 18 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Abound Wealth Management | History | No change | 390 | 18 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TD Capital Management LLC | History | No change | 362 | 17 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Bank of Kentucky | History | No change | 368 | 17 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| American Capital Advisory, LLC | History | No change | 366 | 17 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 343 | 16 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 298 | 14 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 285 | 13 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 270 | 12 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 262 | 12 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 239 | 11 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 250 | 11 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lynch Asset Management, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 241 | 11 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 200 | 9 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 195 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 181 | 8 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 187 | 8 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 181 | 8 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 180 | 8 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 174 | 7 | 0.0% | 0.0% | 494 | -1 | -0.57% | Q3 2026 | Oct 08, 2026 |
| Basepoint Wealth LLC | History | No change | 164 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 148 | 7 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 146 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 139 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,375 | 6 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 139 | 6 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 107 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Main Street Group, LTD | History | No change | 124 | 5 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 83 | 3 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BALLAST ADVISORS LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Advocates LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Securities, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Morse Asset Management, Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |