SPDR SERIES TRUST - SPYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 169,823,143 | 14,564,046 | 5.83% | 5.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 97,881,145 | 8,601,795 | 14.55% | 14.55% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 67,717,904 | 5,903,647 | 0.33% | 0.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USS Investment Management Ltd | History | No change | 66,398,232 | 5,832,752 | 20.95% | 20.95% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 63,355,614 | 5,567,691 | 1.25% | 1.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 54,715,109 | 4,808,363 | 0.31% | 0.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 46,869,324 | 4,118,876 | 3.25% | 3.25% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 46,223,571 | 4,062,127 | 3.3% | 3.3% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 35,366,422 | 3,108,001 | 1.82% | 1.82% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kedalion Capital Management LLP | History | No change | 35,130,000 | 3,087,224 | 73.34% | 73.34% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,699,990 | 1,994,876 | 0.47% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Walleye Capital LLC | History | No change | 20,509,091 | 1,802,338 | 6.44% | 6.44% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 20,075,136 | 1,764,202 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 18,891,230 | 1,660,161 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSSIAM | History | No change | 11,761,208 | 1,033,574 | 13.71% | 13.71% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MKP Capital Management, L.L.C. | History | No change | 11,650,400 | 1,023,837 | 27.69% | 27.69% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 10,604,422 | 931,916 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,309,495 | 905,998 | 7.65% | 7.65% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 9,989,832 | 877,906 | 3.71% | 3.71% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 9,536,000 | 838,023 | 5.48% | 5.48% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,061,484 | 796,323 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,500,333 | 747,011 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,781,306 | 683,887 | 0.8% | 0.8% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 7,587,760 | 666,812 | 3.63% | 3.63% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | No change | 7,005,466 | 615,640 | 5.93% | 5.93% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 6,809,998 | 598,462 | 2.74% | 2.74% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,137,684 | 539,233 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,135,519 | 539,189 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 6,044,624 | 531,201 | 29.58% | 29.58% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIG Advisors, LLC | History | No change | 5,976,701 | 525,551 | 23.28% | 23.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 5,956,478 | 523,455 | 2.4% | 2.4% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Management Fund Advisors LLC | History | No change | 5,915,320 | 519,838 | 36.76% | 36.76% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,860,444 | 515,015 | 0.28% | 0.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,799,266 | 509,639 | 2.81% | 2.81% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 5,775,658 | 507,564 | 18.44% | 18.44% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,606,004 | 492,655 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5,508,862 | 484,118 | 8.9% | 8.9% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 5,223,457 | 459,028 | 0.42% | 0.42% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 5,164,150 | 453,825 | 14.67% | 14.67% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 5,090,408 | 447,345 | 5.25% | 5.25% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,084,065 | 446,787 | 3.06% | 3.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,001,980 | 441,822 | 14.05% | 14.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 5,010,116 | 440,289 | 0.78% | 0.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 4,934,249 | 433,621 | 2.58% | 2.58% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 4,840,464 | 425,380 | 0.48% | 0.48% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,753,004 | 417,694 | 0.4% | 0.4% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS | History | No change | 4,671,792 | 409,903 | 1.65% | 1.65% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 4,629,596 | 406,848 | 5.9% | 5.9% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | No change | 4,474,804 | 393,245 | 5.43% | 5.43% | 49 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,406,554 | 387,247 | 1.15% | 1.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,391,034 | 385,884 | 7.32% | 7.32% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tidal Investments LLC | History | No change | 4,389,368 | 385,737 | 0.67% | 0.67% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 4,003,540 | 351,831 | 8.11% | 8.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,886,760 | 341,568 | 2.56% | 2.56% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE STREET CORP | History | No change | 3,842,593 | 337,687 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,699,693 | 325,129 | 0.75% | 0.75% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Norinchukin Bank, The | History | No change | 3,511,270 | 308,570 | 3.0% | 3.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,492,375 | 306,909 | 0.37% | 0.37% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 3,461,511 | 304,197 | 0.45% | 0.45% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hills Bank & Trust Co | History | No change | 3,411,823 | 299,831 | 12.76% | 12.76% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 3,163,324 | 277,992 | 0.48% | 0.48% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 3,146,097 | 276,479 | 2.61% | 2.61% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stadion Money Management, LLC | History | No change | 3,116,022 | 273,836 | 23.61% | 23.61% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,068,715 | 269,678 | 0.55% | 0.55% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 3,027,799 | 266,083 | 1.24% | 1.24% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 3,010,487 | 264,561 | 6.95% | 6.95% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 2,850,502 | 250,502 | 12.37% | 12.37% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,632,322 | 231,328 | 3.54% | 3.54% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 2,622,607 | 230,474 | 7.59% | 7.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,621,733 | 230,397 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 2,560,881 | 225,050 | 28.04% | 28.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,618,622 | 222,059 | 0.37% | 0.37% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | No change | 2,484,549 | 218,342 | 6.53% | 6.53% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 2,458,693 | 216,069 | 25.54% | 25.54% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPINNAKER TRUST | History | No change | 2,312,710 | 203,240 | 9.87% | 9.87% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VICUS CAPITAL | History | No change | 2,297,092 | 201,868 | 13.03% | 13.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,258,636 | 198,488 | 2.36% | 2.36% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,989,605 | 174,846 | 8.42% | 8.42% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,912,966 | 168,111 | 2.22% | 2.22% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 1,854,270 | 162,953 | 10.36% | 10.36% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 1,853,216 | 162,855 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 1,833,570 | 161,134 | 7.91% | 7.91% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 1,826,177 | 160,484 | 17.7% | 17.7% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,812,084 | 159,245 | 4.79% | 4.79% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KWB Wealth | History | No change | 1,720,975 | 151,239 | 12.94% | 12.94% | 85 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,659,104 | 145,802 | 2.3% | 2.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 1,849,918 | 141,592 | 24.38% | 24.38% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 1,589,216 | 139,660 | 3.97% | 3.97% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 1,565,618 | 137,586 | 3.46% | 3.46% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,540,805 | 135,405 | 0.89% | 0.89% | 90 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 1,490,244 | 130,649 | 8.71% | 8.71% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 3EDGE Asset Management, LP | History | No change | 1,477,485 | 129,841 | 5.79% | 5.79% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,467,006 | 128,920 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,465,039 | 128,747 | 1.3% | 1.3% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,398,369 | 122,888 | 4.75% | 4.75% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 1,378,359 | 121,130 | 6.12% | 6.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revere Asset Management, Inc | History | No change | 1,364,681 | 119,928 | 46.02% | 46.02% | 97 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,319,914 | 115,994 | 0.37% | 0.37% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 1,305,650 | 114,740 | 3.59% | 3.59% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LVW Advisors, LLC | History | No change | 1,241,597 | 109,111 | 9.43% | 9.43% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,234,572 | 108,494 | 16.11% | 16.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,203,104 | 105,725 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,203,055 | 105,724 | 3.8% | 3.8% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 1,185,830 | 104,210 | 13.6% | 13.6% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brown Financial Advisory | History | No change | 1,151,975 | 101,235 | 42.28% | 42.28% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,151,797 | 101,219 | 0.24% | 0.24% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Day In July LLC | History | No change | 1,148,157 | 100,900 | 7.01% | 7.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,138,392 | 100,042 | 0.62% | 0.62% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 1,119,123 | 98,348 | 8.57% | 8.57% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Detalus Advisors, LLC | History | No change | 1,118,353 | 98,280 | 19.15% | 19.15% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 1,093,329 | 96,081 | 39.42% | 39.42% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,069,899 | 94,022 | 11.23% | 11.23% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 1,069,193 | 93,960 | 2.23% | 2.23% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,041,206 | 91,501 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,025,300 | 90,103 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 1,172,238 | 89,838 | 1.49% | 1.49% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 1,021,646 | 89,781 | 0.69% | 0.69% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 1,014,191 | 89,127 | 4.26% | 4.26% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Wealth Group, LLC | History | No change | 1,006,588 | 88,458 | 14.47% | 14.47% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security Financial Services, INC. | History | No change | 995,716 | 87,503 | 12.14% | 12.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 994,749 | 87,418 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 986,037 | 86,652 | 15.43% | 15.43% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 973,176 | 85,522 | 2.37% | 2.37% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 971,513 | 85,376 | 1.84% | 1.84% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 965,257 | 84,826 | 4.08% | 4.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Intrua Financial, LLC | History | No change | 961,927 | 84,534 | 7.75% | 7.75% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 940,424 | 82,644 | 19.42% | 19.42% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Wealth Advisors, LLC | History | No change | 926,489 | 81,419 | 8.99% | 8.99% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solitude Financial Services | History | No change | 918,816 | 80,745 | 22.35% | 22.35% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 905,742 | 79,596 | 0.48% | 0.48% | 130 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allen Capital Group, LLC | History | No change | 903,307 | 79,382 | 6.46% | 6.46% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 892,772 | 78,456 | 0.36% | 0.36% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Standpoint Asset Management, LLC | History | No change | 884,900 | 77,765 | 16.3% | 16.3% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 876,954 | 77,066 | 5.15% | 5.15% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 871,296 | 76,569 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 868,783 | 76,271 | 10.03% | 10.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 855,500 | 75,181 | 6.87% | 6.87% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 854,513 | 75,094 | 2.13% | 2.13% | 138 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 851,658 | 74,843 | 4.21% | 4.21% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 842,270 | 74,018 | 4.77% | 4.77% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 838,885 | 73,721 | 0.89% | 0.89% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 838,486 | 73,686 | 7.29% | 7.29% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 835,991 | 73,466 | 2.59% | 2.59% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 830,210 | 72,958 | 20.89% | 20.89% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 829,318 | 72,880 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 810,572 | 71,233 | 0.81% | 0.81% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keystone Financial Group | History | No change | 798,870 | 70,204 | 4.16% | 4.16% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Procyon Advisors, LLC | History | No change | 792,778 | 69,669 | 3.01% | 3.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Wealth Group, LLC | History | No change | 790,173 | 69,440 | 26.82% | 26.82% | 149 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Auour Investments LLC | History | No change | 785,574 | 69,036 | 19.8% | 19.8% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 785,230 | 69,005 | 0.93% | 0.93% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 784,975 | 68,983 | 18.45% | 18.45% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ODonnell Financial Services, LLC | History | No change | 783,367 | 68,842 | 20.26% | 20.26% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 783,133 | 68,821 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | No change | 766,163 | 67,330 | 6.69% | 6.69% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | No change | 744,025 | 65,384 | 2.14% | 2.14% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 740,912 | 65,111 | 4.37% | 4.37% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 737,949 | 64,850 | 3.91% | 3.91% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New Perspectives, Inc | History | No change | 733,557 | 64,464 | 19.78% | 19.78% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 727,035 | 63,891 | 1.36% | 1.36% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 715,906 | 62,913 | 14.98% | 14.98% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 708,888 | 62,297 | 1.47% | 1.47% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tull Financial Group, Inc. | History | No change | 706,854 | 62,118 | 24.31% | 24.31% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebrook Private Inc. | History | No change | 703,245 | 61,801 | 11.28% | 11.28% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 697,278 | 61,276 | 0.81% | 0.81% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First Heartland Consultants, Inc. | History | No change | 683,011 | 60,022 | 3.88% | 3.88% | 166 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 681,500 | 59,890 | 4.86% | 4.86% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petix & Botte Co | History | No change | 679,582 | 59,721 | 12.02% | 12.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 676,322 | 59,435 | 1.21% | 1.21% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 673,476 | 59,185 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 668,521 | 58,749 | 3.59% | 3.59% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 667,459 | 58,656 | 7.8% | 7.8% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 664,572 | 58,402 | 2.51% | 2.51% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 652,358 | 57,329 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 647,752 | 56,924 | 13.2% | 13.2% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 641,627 | 56,386 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Macco Financial Group, Inc. | History | No change | 633,400 | 55,663 | 36.16% | 36.16% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 632,889 | 55,618 | 1.0% | 1.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 623,005 | 54,749 | 0.96% | 0.96% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Enhancement Group LLC | History | No change | 622,276 | 54,685 | 6.52% | 6.52% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savant Capital, LLC | History | No change | 661,768 | 54,613 | 0.16% | 0.16% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 615,421 | 54,085 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 614,520 | 54,004 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 611,308 | 53,721 | 9.76% | 9.76% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 607,263 | 53,366 | 0.42% | 0.42% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 604,935 | 53,161 | 12.31% | 12.31% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 599,273 | 52,664 | 13.73% | 13.73% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 598,678 | 52,611 | 2.01% | 2.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 598,167 | 52,567 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 597,120 | 52,474 | 2.06% | 2.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 594,395 | 52,235 | 1.65% | 1.65% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 584,920 | 51,402 | 15.94% | 15.94% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bricktown Capital, LLC | History | No change | 583,322 | 51,262 | 9.26% | 9.26% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Allocation Strategies LLC | History | No change | 577,339 | 50,736 | 7.82% | 7.82% | 194 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brookstone Capital Management | History | No change | 577,102 | 50,715 | 0.51% | 0.51% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TSA Wealth Managment LLC | History | No change | 573,623 | 50,409 | 14.26% | 14.26% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 559,275 | 49,149 | 5.64% | 5.64% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 554,948 | 48,768 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Compass Ion Advisors, LLC | History | No change | 549,670 | 48,304 | 4.16% | 4.16% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PSI Advisors, LLC | History | No change | 548,077 | 48,164 | 11.19% | 11.19% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Better Way Financial, LLC | History | No change | 545,492 | 47,937 | 40.55% | 40.55% | 201 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 543,471 | 47,760 | 1.35% | 1.35% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 543,456 | 47,758 | 0.41% | 0.41% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Management Nebraska | History | No change | 542,815 | 47,702 | 4.26% | 4.26% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Insights, Inc. | History | No change | 542,614 | 47,684 | 12.55% | 12.55% | 205 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Louisiana State Employees Retirement System | History | No change | 540,000 | 47,455 | 0.7% | 0.7% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 538,570 | 47,329 | 19.96% | 19.96% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 550,574 | 47,272 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 536,722 | 47,167 | 17.79% | 17.79% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cypress Wealth Services, LLC | History | No change | 535,606 | 47,069 | 5.78% | 5.78% | 210 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Highland Financial Advisors, LLC | History | No change | 528,512 | 46,445 | 10.22% | 10.22% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 527,660 | 46,370 | 2.98% | 2.98% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFG Wealth Management, LLC. | History | No change | 526,644 | 46,281 | 16.64% | 16.64% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 526,150 | 46,238 | 0.23% | 0.23% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 525,107 | 46,146 | 6.56% | 6.56% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Scarborough Advisors, LLC | History | No change | 520,803 | 45,341 | 5.21% | 5.21% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 515,783 | 45,327 | 21.17% | 21.17% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 513,535 | 45,129 | 0.26% | 0.26% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 509,443 | 44,769 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crown Wealth Group, LLC | History | No change | 494,535 | 43,459 | 11.06% | 11.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 486,464 | 42,749 | 4.34% | 4.34% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Financial Services Inc | History | No change | 485,904 | 42,701 | 15.96% | 15.96% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Retirement, LLC | History | No change | 485,208 | 42,640 | 2.34% | 2.34% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verde Capital Management | History | No change | 481,395 | 42,305 | 7.82% | 7.82% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgeline Wealth Planning, LLC | History | No change | 478,689 | 42,067 | 26.66% | 26.66% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 476,898 | 41,909 | 0.69% | 0.69% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 476,835 | 41,904 | 3.62% | 3.62% | 227 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fiduciary Alliance LLC | History | No change | 464,592 | 40,828 | 2.76% | 2.76% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Advisors | History | No change | 464,460 | 40,816 | 2.06% | 2.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Simplicity Wealth,LLC | History | No change | 461,034 | 40,515 | 1.37% | 1.37% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 455,449 | 40,024 | 1.4% | 1.4% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 454,084 | 39,904 | 14.2% | 14.2% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 447,152 | 39,296 | 1.61% | 1.61% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 437,312 | 38,431 | 2.04% | 2.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 433,296 | 38,078 | 2.06% | 2.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 432,820 | 38,036 | 0.23% | 0.23% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Carnegie Investment Counsel | History | No change | 430,630 | 37,843 | 0.76% | 0.76% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 430,413 | 37,824 | 4.96% | 4.96% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 427,208 | 37,543 | 0.7% | 0.7% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 425,852 | 37,423 | 17.72% | 17.72% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 422,561 | 37,134 | 0.27% | 0.27% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 418,841 | 36,807 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 416,925 | 36,640 | 2.43% | 2.43% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 416,733 | 36,622 | 7.25% | 7.25% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 415,184 | 36,486 | 2.19% | 2.19% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 413,622 | 36,349 | 0.28% | 0.28% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bauman Advisory Group, LLC | History | No change | 413,608 | 36,347 | 19.24% | 19.24% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 409,741 | 36,008 | 11.16% | 11.16% | 248 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 406,839 | 35,753 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arvest Bank Trust Division | History | No change | 400,899 | 35,231 | 1.72% | 1.72% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Management, Inc. | History | No change | 396,940 | 34,883 | 10.69% | 10.69% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NBZ Investment Advisors LLC | History | No change | 394,763 | 34,691 | 13.53% | 13.53% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, LLC | History | No change | 394,381 | 34,658 | 5.08% | 5.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 391,035 | 34,364 | 2.27% | 2.27% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 390,890 | 34,351 | 6.48% | 6.48% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Northstar Advisory Group, LLC | History | No change | 389,347 | 34,215 | 10.61% | 10.61% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 384,568 | 33,795 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | No change | 379,473 | 33,348 | 18.64% | 18.64% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 378,953 | 33,302 | 2.26% | 2.26% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUB Investment Partners, LLC | History | No change | 374,977 | 32,952 | 0.59% | 0.59% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TABLEAUX LLC | History | No change | 374,730 | 32,931 | 13.86% | 13.86% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 370,036 | 32,518 | 7.28% | 7.28% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 367,274 | 32,276 | 3.0% | 3.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gen-Wealth Partners Inc | History | No change | 359,939 | 31,631 | 8.79% | 8.79% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 358,629 | 31,516 | 0.66% | 0.66% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archford Capital Strategies, LLC | History | No change | 358,112 | 31,470 | 3.19% | 3.19% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 353,834 | 31,094 | 26.28% | 26.28% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 293,740 | 31,048 | 3.71% | 3.71% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 351,060 | 30,851 | 0.9% | 0.9% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 350,771 | 30,825 | 8.35% | 8.35% | 270 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global View Capital Management LLC | History | No change | 346,778 | 30,474 | 6.29% | 6.29% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 397,662 | 30,437 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 345,568 | 30,356 | 1.22% | 1.22% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 344,100 | 30,239 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 340,546 | 29,927 | 1.17% | 1.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 339,955 | 29,875 | 0.7% | 0.7% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 338,179 | 29,719 | 1.69% | 1.69% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leslie Global Wealth, LLC | History | No change | 336,229 | 29,547 | 11.51% | 11.51% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Neuberger Berman Group LLC | History | No change | 334,872 | 29,428 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 583,394 | 29,389 | 2.43% | 2.43% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 333,604 | 29,317 | 0.64% | 0.64% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 332,122 | 29,186 | 13.96% | 13.96% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 330,047 | 29,005 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 328,764 | 28,891 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 328,030 | 28,827 | 5.92% | 5.92% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 327,357 | 28,768 | 2.96% | 2.96% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M1 Capital Management LLC | History | No change | 324,511 | 28,518 | 10.53% | 10.53% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 323,804 | 28,455 | 0.43% | 0.43% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | No change | 321,777 | 28,277 | 2.86% | 2.86% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Segment Wealth Management, LLC | History | No change | 321,618 | 28,263 | 1.47% | 1.47% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CBM Financial, LLC | History | No change | 321,768 | 28,148 | 16.75% | 16.75% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 319,169 | 28,048 | 3.67% | 3.67% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 348,576 | 27,962 | 3.93% | 3.93% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 317,819 | 27,929 | 0.4% | 0.4% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 317,264 | 27,881 | 5.42% | 5.42% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maia Wealth LLC | History | No change | 312,109 | 27,428 | 4.04% | 4.04% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 311,951 | 27,414 | 1.87% | 1.87% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 311,237 | 27,351 | 1.01% | 1.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mueller Wealth, LLC | History | No change | 309,978 | 27,240 | 18.54% | 18.54% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 308,279 | 27,091 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |