SPDR SERIES TRUST - SPYG
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 | 40,632,371 | 4,834,845 | 1.09% | 1.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 16,355,720 | 1,946,167 | 3.46% | 3.46% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,917,623 | 1,894,037 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,803,596 | 1,285,443 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 10,545,678 | 1,254,830 | 5.33% | 5.33% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,387,210 | 1,235,974 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,569,500 | 1,138,675 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,489,431 | 1,129,147 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Horizon Investments, LLC | History | No change | 5,552,636 | 660,708 | 7.24% | 7.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,588,841 | 656,185 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,738,201 | 563,798 | 5.98% | 5.98% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,531,390 | 536,023 | 3.2% | 3.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,329,392 | 515,154 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,211,914 | 501,175 | 3.75% | 3.75% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 3,811,664 | 453,549 | 3.37% | 3.37% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 3,667,167 | 436,356 | 10.3% | 10.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 3,587,593 | 426,887 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,452,793 | 410,847 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orgel Wealth Management, LLC | History | No change | 3,398,409 | 404,376 | 7.67% | 7.67% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,317,734 | 394,777 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 3,263,810 | 388,360 | 0.35% | 0.35% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 3,158,745 | 375,859 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AE Wealth Management LLC | History | No change | 2,969,896 | 353,388 | 1.65% | 1.65% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | No change | 2,920,221 | 347,477 | 6.73% | 6.73% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | No change | 2,888,101 | 343,661 | 8.43% | 8.43% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 2,813,228 | 334,746 | 18.65% | 18.65% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 2,986,077 | 323,841 | 0.95% | 0.95% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 2,619,648 | 311,711 | 1.43% | 1.43% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,612,899 | 310,908 | 0.37% | 0.37% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,587,784 | 307,938 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,463,414 | 293,121 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 2,445,430 | 290,981 | 1.63% | 1.63% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | No change | 2,326,724 | 276,856 | 4.02% | 4.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,295,436 | 273,133 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 2,170,139 | 258,224 | 9.55% | 9.55% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,138,543 | 254,465 | 0.88% | 0.88% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCS Capital Management LLC | History | No change | 1,934,606 | 230,198 | 2.17% | 2.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,812,961 | 215,724 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,789,081 | 212,882 | 5.68% | 5.68% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,776,289 | 211,361 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,736,874 | 206,670 | 0.26% | 0.26% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,766,081 | 202,304 | 3.38% | 3.38% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,766,081 | 202,304 | 3.38% | 3.38% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,608,668 | 191,415 | 2.32% | 2.32% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focused Wealth Management, Inc | History | No change | 1,531,390 | 182,220 | 15.85% | 15.85% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,573,727 | 180,533 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,489,560 | 177,242 | 5.23% | 5.23% | 47 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,429,611 | 170,109 | 3.39% | 3.39% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 1,400,992 | 166,704 | 14.39% | 14.39% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 1,352,196 | 160,897 | 10.23% | 10.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,334,292 | 158,767 | 0.32% | 0.32% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,320,719 | 157,155 | 1.43% | 1.43% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 1,308,727 | 155,725 | 12.06% | 12.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,269,168 | 151,018 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,217,314 | 144,848 | 0.66% | 0.66% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,163,640 | 138,461 | 4.7% | 4.7% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,129,673 | 134,329 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,127,958 | 134,215 | 5.14% | 5.14% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,112,724 | 132,403 | 0.87% | 0.87% | 59 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,064,857 | 126,707 | 6.49% | 6.49% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | No change | 983,337 | 117,007 | 0.68% | 0.68% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 914,234 | 108,784 | 12.38% | 12.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 911,956 | 108,513 | 1.43% | 1.43% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Black Swift Group, LLC | History | No change | 869,331 | 103,441 | 14.95% | 14.95% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 857,497 | 102,033 | 7.55% | 7.55% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 854,452 | 101,671 | 0.33% | 0.33% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 836,240 | 99,496 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | No change | 817,671 | 97,295 | 7.74% | 7.74% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 807,405 | 96,073 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | No change | 798,372 | 94,998 | 8.13% | 8.13% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 794,989 | 94,429 | 3.0% | 3.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 765,951 | 91,140 | 1.84% | 1.84% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 765,741 | 91,115 | 1.94% | 1.94% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 740,902 | 88,160 | 0.2% | 0.2% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 739,299 | 87,969 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Dakota Wealth Management | History | No change | 733,889 | 87,325 | 1.67% | 1.67% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | No change | 726,177 | 86,407 | 3.04% | 3.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 693,472 | 82,516 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 693,192 | 82,482 | 0.9% | 0.9% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SilverOak Wealth Management LLC | History | No change | 681,977 | 81,148 | 10.45% | 10.45% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 670,729 | 79,810 | 16.07% | 16.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 669,039 | 79,586 | 0.47% | 0.47% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klingman & Associates, LLC | History | No change | 646,841 | 76,967 | 3.28% | 3.28% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 631,032 | 75,086 | 7.95% | 7.95% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 612,211 | 72,847 | 19.64% | 19.64% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 598,201 | 71,179 | 6.0% | 6.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | No change | 550,470 | 65,500 | 0.77% | 0.77% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COURIER CAPITAL LLC | History | No change | 549,195 | 65,348 | 3.26% | 3.26% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Merit Financial Group, LLC | History | No change | 536,798 | 63,873 | 0.39% | 0.39% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 536,479 | 63,835 | 1.0% | 1.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 510,696 | 62,856 | 1.05% | 1.07% | 91 | -63,013 | -10.98% | Q3 2026 | Oct 01, 2026 |
| HSBC HOLDINGS PLC | History | No change | 506,680 | 60,289 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 496,052 | 59,028 | 3.92% | 3.92% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigation Group, LLC | History | No change | 475,059 | 56,527 | 11.0% | 11.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 471,923 | 56,154 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 460,749 | 54,824 | 0.66% | 0.66% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CGN Advisors LLC | History | No change | 459,393 | 54,663 | 3.99% | 3.99% | 97 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TRUEFG, LLC | History | No change | 457,032 | 54,382 | 12.7% | 12.7% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waterloo Capital, L.P. | History | No change | 454,743 | 54,109 | 3.04% | 3.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 454,381 | 54,066 | 2.02% | 2.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 449,619 | 53,500 | 4.86% | 4.86% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 442,924 | 52,703 | 3.13% | 3.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 442,577 | 52,662 | 0.53% | 0.53% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 71 West Capital Partners | History | No change | 440,278 | 52,388 | 1.81% | 1.81% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 429,682 | 51,127 | 20.95% | 20.95% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 419,977 | 49,973 | 2.47% | 2.47% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 418,135 | 49,753 | 0.55% | 0.55% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 412,059 | 49,030 | 7.54% | 7.54% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 411,904 | 49,012 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redwood Investment Management, LLC | History | No change | 410,139 | 48,802 | 4.84% | 4.84% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 408,040 | 48,552 | 3.99% | 3.99% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kozak & Associates, Inc. | History | No change | 409,311 | 48,478 | 8.41% | 8.41% | 112 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 399,148 | 47,494 | 0.32% | 0.32% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 335,055 | 47,318 | 5.65% | 5.65% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TLWM | History | No change | 389,066 | 46,294 | 7.53% | 7.53% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 385,712 | 45,896 | 0.72% | 0.72% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 384,104 | 45,704 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 380,113 | 45,229 | 0.25% | 0.25% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Drake & Associates, LLC | History | No change | 378,474 | 45,034 | 7.59% | 7.59% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Capital Corp/CO | History | No change | 376,350 | 44,781 | 20.83% | 20.83% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ERn Financial, LLC | History | No change | 373,603 | 44,455 | 7.36% | 7.36% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 370,959 | 44,140 | 1.44% | 1.44% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunburst Financial Group, LLC | History | No change | 370,318 | 44,064 | 7.14% | 7.14% | 123 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Investments & Financial Planning, LLC | History | No change | 369,041 | 43,912 | 20.79% | 20.79% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 359,819 | 43,178 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 360,528 | 42,899 | 9.27% | 9.27% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 356,590 | 42,430 | 1.34% | 1.34% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 352,803 | 41,980 | 8.64% | 8.64% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Alta Wealth Advisors LLC | History | No change | 350,980 | 41,763 | 11.32% | 11.32% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 348,013 | 41,410 | 17.09% | 17.09% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 332,683 | 39,585 | 2.14% | 2.14% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 332,462 | 39,559 | 0.34% | 0.34% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 331,823 | 39,483 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 326,305 | 38,827 | 0.72% | 0.72% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 323,310 | 38,470 | 5.07% | 5.07% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 318,200 | 37,862 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 318,096 | 37,850 | 2.43% | 2.43% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leslie Global Wealth, LLC | History | No change | 315,334 | 37,521 | 14.61% | 14.61% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Management Systems Inc. | History | No change | 313,160 | 37,262 | 7.63% | 7.63% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | No change | 306,162 | 36,430 | 8.02% | 8.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 305,652 | 36,369 | 2.45% | 2.45% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 303,229 | 36,081 | 0.74% | 0.74% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 292,447 | 35,994 | 0.97% | 0.97% | 143 | +9,189 | 3.24% | Q3 2026 | Oct 02, 2026 |
| Compton Financial Group, LLC | History | No change | 299,523 | 35,640 | 6.86% | 6.86% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 298,651 | 35,536 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 291,147 | 34,643 | 14.61% | 14.61% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sargent Investment Group, LLC | History | No change | 286,828 | 34,129 | 4.1% | 4.1% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 286,742 | 34,119 | 2.59% | 2.59% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 283,982 | 33,791 | 0.95% | 0.95% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Eagle Strategies LLC | History | No change | 279,808 | 33,294 | 3.31% | 3.31% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVFG LLC | History | No change | 278,219 | 33,105 | 3.48% | 3.48% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 280,638 | 33,017 | 3.61% | 3.61% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Roberts Financial Services LLC | History | No change | 272,765 | 32,456 | 9.5% | 9.5% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 272,371 | 32,409 | 10.31% | 10.31% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Capital Management, LLC | History | No change | 268,041 | 31,894 | 0.34% | 0.34% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 266,058 | 31,658 | 15.06% | 15.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | No change | 261,498 | 31,115 | 0.88% | 0.88% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 261,997 | 31,058 | 9.82% | 9.82% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 257,653 | 30,658 | 1.98% | 1.98% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 261,755 | 30,515 | 3.47% | 3.47% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 255,300 | 30,378 | 3.18% | 3.18% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marathon Mission, Inc. | History | Added to | 246,215 | 30,304 | 15.29% | 14.49% | 162 | +2,166 | 0.89% | Q3 2026 | Oct 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 244,460 | 30,088 | 2.22% | 2.15% | 163 | +6,004 | 2.52% | Q3 2026 | Oct 01, 2026 |
| Stonebrook Private Inc. | History | No change | 251,999 | 29,985 | 5.47% | 5.47% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 249,942 | 29,740 | 6.9% | 6.9% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 249,537 | 29,692 | 12.87% | 12.87% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 246,422 | 29,321 | 3.43% | 3.43% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graney & King, LLC | History | No change | 246,154 | 29,289 | 10.53% | 10.53% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 241,209 | 28,701 | 1.01% | 1.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 239,300 | 28,474 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Wealth Management, LLC | History | No change | 233,299 | 27,760 | 3.54% | 3.54% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portside Wealth Group, LLC | History | No change | 233,134 | 27,740 | 3.23% | 3.23% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VICUS CAPITAL | History | No change | 232,359 | 27,648 | 1.78% | 1.78% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Buska Wealth Management, LLC | History | No change | 231,088 | 27,497 | 9.92% | 9.92% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 231,019 | 27,488 | 2.8% | 2.8% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Choice Wealth Advisors LLC | History | No change | 230,868 | 27,471 | 9.64% | 9.64% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 229,926 | 27,359 | 13.46% | 13.46% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 228,502 | 27,189 | 0.26% | 0.26% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 228,071 | 27,138 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 227,928 | 27,121 | 12.12% | 12.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 227,125 | 27,049 | 0.2% | 0.2% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 226,346 | 26,932 | 0.32% | 0.32% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 224,220 | 26,680 | 0.61% | 0.61% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JNBA Financial Advisors | History | No change | 224,178 | 26,674 | 2.02% | 2.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ciovacco Capital Management LLC | History | No change | 221,949 | 26,409 | 11.75% | 11.75% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 220,621 | 26,251 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 219,731 | 26,145 | 1.12% | 1.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 218,674 | 26,020 | 0.19% | 0.19% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Florida Trust Wealth Management Co | History | No change | 217,212 | 25,846 | 0.64% | 0.64% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | No change | 216,793 | 25,796 | 2.95% | 2.95% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Financial, LLC | History | No change | 212,893 | 25,332 | 22.76% | 22.76% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 212,874 | 25,329 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hofer & Associates. Inc | History | No change | 207,313 | 24,668 | 11.92% | 11.92% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 207,305 | 24,667 | 9.83% | 9.83% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 206,823 | 24,609 | 0.42% | 0.42% | 195 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 206,213 | 24,537 | 10.63% | 10.63% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 206,125 | 24,526 | 3.8% | 3.8% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investors Research Corp | History | No change | 205,613 | 24,465 | 4.38% | 4.38% | 198 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 202,687 | 24,117 | 0.89% | 0.89% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 199,584 | 23,748 | 0.44% | 0.44% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 198,184 | 23,581 | 7.27% | 7.27% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 197,946 | 23,553 | 11.63% | 11.63% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 195,374 | 23,248 | 0.9% | 0.9% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Harbor Group, Inc. | History | No change | 195,231 | 23,230 | 2.73% | 2.73% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vertex Planning Partners, LLC | History | No change | 193,662 | 23,043 | 3.42% | 3.42% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 193,162 | 22,984 | 2.6% | 2.6% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 190,829 | 22,706 | 5.56% | 5.56% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 189,928 | 22,599 | 2.15% | 2.15% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optas, LLC | History | No change | 189,057 | 22,496 | 3.15% | 3.15% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 181,663 | 22,359 | 4.38% | 2.85% | 210 | +68,891 | 61.09% | Q3 2026 | Oct 05, 2026 |
| Boyd Wealth Management, LLC | History | No change | 184,601 | 21,965 | 8.31% | 8.31% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tempo Wealth, LLC | History | No change | 184,561 | 21,960 | 3.25% | 3.25% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 184,133 | 21,909 | 8.4% | 8.4% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Collier Financial | History | No change | 182,496 | 21,715 | 14.86% | 14.86% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Navalign, LLC | History | No change | 182,166 | 21,675 | 5.05% | 5.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 177,932 | 21,172 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 177,816 | 21,158 | 8.93% | 8.93% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Systelligence, LLC | History | No change | 177,580 | 21,130 | 3.53% | 3.53% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 174,070 | 20,712 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 173,973 | 20,701 | 5.0% | 5.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 173,137 | 20,601 | 0.7% | 0.7% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 172,661 | 20,544 | 11.8% | 11.8% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 172,593 | 20,536 | 1.01% | 1.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goodman Advisory Group, LLC | History | No change | 171,260 | 20,378 | 4.68% | 4.68% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 169,472 | 20,165 | 1.23% | 1.23% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 169,025 | 20,112 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 164,910 | 19,622 | 4.37% | 4.37% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 164,903 | 19,621 | 3.18% | 3.18% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 164,264 | 19,545 | 16.87% | 16.87% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Benchmark Financial, LLC | History | No change | 162,245 | 19,305 | 15.73% | 15.73% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 159,963 | 19,033 | 2.74% | 2.74% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trilogy Capital Inc. | History | No change | 158,417 | 18,850 | 0.73% | 0.73% | 232 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PECAUT & CO. | History | No change | 155,879 | 18,548 | 5.65% | 5.65% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 155,863 | 18,546 | 7.57% | 7.57% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Petix & Botte Co | History | No change | 154,601 | 18,396 | 3.7% | 3.7% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hobart Private Capital, LLC | History | No change | 154,249 | 18,354 | 3.15% | 3.15% | 236 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| M&T BANK CORP | History | No change | 153,130 | 18,221 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Able Wealth Management LLC | History | No change | 152,934 | 18,197 | 4.18% | 4.18% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 149,296 | 17,764 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | No change | 146,984 | 17,489 | 1.24% | 1.24% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 146,863 | 17,475 | 0.55% | 0.55% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Odyssey Group, LLC | History | No change | 145,073 | 17,262 | 4.67% | 4.67% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 144,829 | 17,233 | 0.96% | 0.96% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 144,585 | 17,204 | 3.25% | 3.25% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 144,128 | 17,149 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 143,962 | 17,130 | 0.37% | 0.37% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 143,845 | 17,116 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TPG Financial Advisors, LLC | History | No change | 143,799 | 17,110 | 5.11% | 5.11% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 142,897 | 16,961 | 2.1% | 2.1% | 249 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Probity Advisors, Inc. | History | No change | 142,395 | 16,943 | 2.42% | 2.42% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Synergy Investment Management, LLC | History | No change | 142,185 | 16,918 | 4.09% | 4.09% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 140,822 | 16,756 | 0.5% | 0.5% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 139,304 | 16,575 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBM Financial, LLC | History | No change | 141,160 | 16,409 | 9.76% | 9.76% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 137,355 | 16,343 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millington Financial Advisors, LLC | History | No change | 140,478 | 16,330 | 6.42% | 6.42% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 135,930 | 16,174 | 0.92% | 0.92% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Optimist Retirement Group LLC | History | No change | 135,356 | 16,106 | 6.21% | 6.21% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | No change | 135,186 | 16,085 | 2.48% | 2.48% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Walsh & Associates, LLC | History | No change | 135,126 | 16,078 | 13.13% | 13.13% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 135,000 | 16,063 | 4.35% | 4.35% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone Wealth Partners | History | No change | 133,745 | 15,914 | 11.64% | 11.64% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 132,715 | 15,791 | 5.43% | 5.43% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carnegie Investment Counsel | History | No change | 132,225 | 15,733 | 0.32% | 0.32% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TAGStone Capital, Inc. | History | No change | 131,583 | 15,657 | 4.98% | 4.98% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 130,637 | 15,544 | 7.66% | 7.66% | 266 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Macco Financial Group, Inc. | History | No change | 129,904 | 15,457 | 10.04% | 10.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 129,622 | 15,423 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 127,424 | 15,162 | 0.92% | 0.92% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 124,153 | 14,704 | 1.68% | 1.68% | 270 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Seal Cove Capital, LLC | History | No change | 123,278 | 14,668 | 11.24% | 11.24% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureum Wealth Management, LLC | History | No change | 122,599 | 14,588 | 9.04% | 9.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 120,854 | 14,380 | 0.27% | 0.27% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lido Advisors, LLC | History | No change | 119,661 | 14,238 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GenWealth Group, Inc. | History | No change | 118,355 | 14,083 | 2.19% | 2.19% | 275 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arax Advisory Partners | History | No change | 118,187 | 14,063 | 0.09% | 0.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCS Wealth Management | History | No change | 117,665 | 14,001 | 2.52% | 2.52% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 116,088 | 13,813 | 3.8% | 3.8% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 114,925 | 13,674 | 7.36% | 7.36% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 114,837 | 13,664 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Alpha Zero LLC | History | No change | 115,710 | 13,651 | 5.17% | 5.17% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 113,321 | 13,484 | 4.67% | 4.67% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 112,558 | 13,393 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 111,976 | 13,324 | 1.32% | 1.32% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LexAurum Advisors, LLC | History | No change | 111,907 | 13,315 | 1.54% | 1.54% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 111,331 | 13,247 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 110,873 | 13,193 | 2.85% | 2.85% | 287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 110,316 | 13,126 | 6.57% | 6.57% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SigFig Wealth Management, LLC | History | No change | 110,263 | 12,945 | 0.34% | 0.34% | 289 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 105,914 | 12,602 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 104,448 | 12,418 | 1.83% | 1.83% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanchez Wealth Management Group | History | No change | 103,824 | 12,353 | 2.16% | 2.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequent Asset Management, LLC | History | No change | 103,748 | 12,344 | 5.21% | 5.21% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 101,975 | 12,133 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 101,462 | 12,072 | 2.89% | 2.89% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elite Financial, Inc. | History | No change | 101,219 | 12,044 | 4.86% | 4.86% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 100,948 | 12,011 | 0.14% | 0.14% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Melone Private Wealth, LLC | History | No change | 100,267 | 11,930 | 4.54% | 4.54% | 298 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 98,892 | 11,911 | 1.44% | 1.44% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | No change | 99,968 | 11,895 | 4.69% | 4.69% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |