SPDR SERIES TRUST - SPYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 82,942,783 | 5,042,091 | 8.95% | 8.95% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 52,020,528 | 3,162,327 | 0.71% | 0.71% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,183,404 | 1,409,319 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 18,476,358 | 1,123,177 | 4.77% | 4.77% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 17,485,355 | 1,062,934 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,712,590 | 590,428 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 9,260,907 | 562,970 | 5.97% | 5.97% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,578,412 | 460,653 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,984,307 | 424,576 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,598,736 | 401,203 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,312,030 | 383,708 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 6,252,618 | 380,096 | 21.17% | 21.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 6,096,814 | 370,625 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,262,630 | 319,575 | 1.91% | 1.91% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Alpha, LLC | History | No change | 4,938,446 | 300,210 | 7.36% | 7.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 4,889,672 | 297,243 | 4.31% | 4.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,880,123 | 296,662 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 4,665,939 | 283,642 | 10.49% | 10.49% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,302,423 | 261,544 | 1.96% | 1.96% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,300,158 | 261,406 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 4,186,310 | 254,485 | 0.23% | 0.23% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 4,083,530 | 248,237 | 1.84% | 1.84% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 3,939,693 | 239,493 | 5.65% | 5.65% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 3,664,076 | 222,739 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,582,797 | 217,798 | 1.02% | 1.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,495,135 | 212,469 | 0.73% | 0.73% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 3,210,846 | 195,187 | 0.19% | 0.19% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,144,532 | 191,155 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 3,052,238 | 185,545 | 0.85% | 0.85% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | No change | 3,048,861 | 185,340 | 2.03% | 2.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,959,304 | 179,900 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,818,867 | 175,446 | 2.93% | 2.93% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,818,867 | 175,446 | 2.93% | 2.93% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,831,310 | 174,776 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 2,818,236 | 171,320 | 14.79% | 14.79% | 35 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 2,693,155 | 163,716 | 4.37% | 4.37% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lutz Financial Services LLC | History | No change | 2,496,836 | 151,782 | 9.24% | 9.24% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,375,737 | 144,421 | 1.32% | 1.32% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,368,033 | 143,526 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,352,228 | 142,991 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,311,111 | 140,511 | 6.42% | 6.42% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,167,693 | 131,774 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 2,158,735 | 131,230 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 2,033,800 | 123,634 | 7.86% | 7.86% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Magnus Financial Group LLC | History | No change | 1,931,275 | 117,402 | 8.3% | 8.3% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 1,922,651 | 116,877 | 2.33% | 2.33% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,884,218 | 115,844 | 3.68% | 3.68% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 1,898,954 | 115,437 | 3.92% | 3.92% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,870,677 | 113,718 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,828,577 | 111,159 | 2.36% | 2.36% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Bank | History | No change | 1,694,652 | 103,017 | 3.93% | 3.93% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 1,564,264 | 95,091 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,525,773 | 92,751 | 4.75% | 4.75% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 1,524,098 | 92,649 | 3.74% | 3.74% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,488,475 | 90,484 | 0.41% | 0.41% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,486,410 | 90,358 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | No change | 1,367,223 | 83,113 | 1.59% | 1.59% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KWB Wealth | History | No change | 1,365,288 | 82,995 | 7.1% | 7.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,353,074 | 82,253 | 0.54% | 0.54% | 59 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,337,444 | 81,303 | 3.11% | 3.11% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Convergence Financial, LLC | History | No change | 1,211,498 | 73,646 | 5.86% | 5.86% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klingman & Associates, LLC | History | No change | 1,173,526 | 71,338 | 3.04% | 3.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,096,659 | 66,665 | 0.79% | 0.79% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 71 West Capital Partners | History | No change | 1,072,643 | 65,205 | 2.25% | 2.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 1,054,676 | 64,113 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,029,031 | 62,904 | 1.05% | 0.99% | 66 | -18,223 | -1.74% | Q3 2026 | Oct 01, 2026 |
| Summit Financial, LLC | History | No change | 1,024,625 | 62,286 | 0.68% | 0.68% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 996,736 | 60,591 | 0.35% | 0.35% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitcomb & Hess, Inc. | History | No change | 991,666 | 60,283 | 13.02% | 13.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 977,108 | 59,398 | 3.97% | 3.97% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 932,631 | 56,695 | 7.14% | 7.14% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 904,959 | 55,012 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 747,960 | 54,713 | 6.53% | 6.53% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CGN Advisors LLC | History | No change | 859,839 | 52,269 | 3.82% | 3.82% | 74 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COURIER CAPITAL LLC | History | No change | 849,798 | 51,659 | 2.58% | 2.58% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 849,235 | 51,625 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONECO ADVISORS, LLC | History | No change | 846,807 | 51,477 | 3.15% | 3.15% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 843,541 | 51,279 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 830,431 | 50,481 | 20.68% | 20.68% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 827,687 | 50,213 | 15.88% | 15.88% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 813,155 | 49,431 | 3.28% | 3.28% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 793,438 | 48,233 | 0.69% | 0.69% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARROW FINANCIAL CORP | History | No change | 770,376 | 46,831 | 4.19% | 4.19% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 770,094 | 46,814 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 767,081 | 46,630 | 0.86% | 0.86% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 764,278 | 46,460 | 5.13% | 5.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 739,442 | 44,950 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 739,292 | 44,941 | 1.18% | 1.18% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 715,808 | 43,513 | 1.28% | 1.28% | 89 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ERn Financial, LLC | History | No change | 712,567 | 43,316 | 7.17% | 7.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Constellation Investments, Inc. | History | No change | 712,000 | 43,282 | 1.36% | 1.36% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VICUS CAPITAL | History | No change | 705,222 | 42,870 | 2.77% | 2.77% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accredited Investors Inc. | History | No change | 701,724 | 42,657 | 1.84% | 1.84% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 677,779 | 41,202 | 17.0% | 17.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 668,835 | 40,658 | 0.64% | 0.64% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alta Wealth Advisors LLC | History | No change | 656,065 | 39,882 | 10.81% | 10.81% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 626,738 | 38,099 | 3.63% | 3.63% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 606,028 | 36,840 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 591,302 | 35,945 | 0.73% | 0.73% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 590,728 | 35,910 | 1.14% | 1.14% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | No change | 577,788 | 35,123 | 7.23% | 7.23% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 575,516 | 34,985 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McNamara Financial Services, Inc. | History | No change | 573,157 | 34,842 | 6.01% | 6.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 572,226 | 34,785 | 1.23% | 1.23% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compton Financial Group, LLC | History | No change | 569,655 | 34,629 | 6.67% | 6.67% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 565,797 | 34,394 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 565,753 | 34,392 | 2.61% | 2.61% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 560,275 | 34,059 | 1.94% | 1.94% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Roberts Financial Services LLC | History | No change | 552,950 | 33,613 | 9.84% | 9.84% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shepherd Financial Partners LLC | History | No change | 552,003 | 33,556 | 2.76% | 2.76% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigation Group, LLC | History | No change | 544,682 | 33,111 | 6.44% | 6.44% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Choice Wealth Advisors LLC | History | No change | 544,554 | 33,103 | 11.62% | 11.62% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 525,435 | 31,941 | 0.39% | 0.39% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BIP Wealth, LLC | History | No change | 520,295 | 31,628 | 0.9% | 0.9% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 509,111 | 30,948 | 0.77% | 0.77% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marathon Mission, Inc. | History | Added to | 498,156 | 30,452 | 15.36% | 14.98% | 116 | +4,512 | 0.91% | Q3 2026 | Oct 01, 2026 |
| Harbor Group, Inc. | History | No change | 500,828 | 30,445 | 3.58% | 3.58% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Leslie Global Wealth, LLC | History | No change | 498,627 | 30,311 | 11.8% | 11.8% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 498,018 | 30,274 | 0.85% | 0.85% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 494,457 | 30,058 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CX Institutional | History | Added to | 489,362 | 29,915 | 0.81% | 0.54% | 121 | +181,461 | 58.93% | Q3 2026 | Oct 02, 2026 |
| SkyOak Wealth, LLC | History | No change | 487,942 | 29,661 | 4.85% | 4.85% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rodgers & Associates, LTD | History | No change | 487,758 | 29,650 | 2.69% | 2.69% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hamilton Capital, LLC | History | No change | 483,626 | 29,399 | 1.46% | 1.46% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 464,874 | 28,259 | 0.47% | 0.47% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | No change | 463,488 | 28,175 | 1.82% | 1.82% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MBE Wealth Management, LLC | History | No change | 459,724 | 27,946 | 9.82% | 9.82% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 456,134 | 27,728 | 7.51% | 7.51% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 455,543 | 27,692 | 3.65% | 3.65% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCF Advisors LLC | History | No change | 453,394 | 27,561 | 0.98% | 0.98% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 466,816 | 27,456 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 447,664 | 27,213 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 446,191 | 27,123 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 443,527 | 26,962 | 11.68% | 11.68% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SilverOak Wealth Management LLC | History | No change | 430,513 | 26,170 | 3.37% | 3.37% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 425,501 | 25,866 | 0.4% | 0.4% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 425,308 | 25,854 | 2.46% | 2.46% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 413,615 | 25,143 | 9.48% | 9.48% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 412,981 | 25,105 | 0.21% | 0.21% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 403,951 | 24,556 | 1.49% | 1.49% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 402,146 | 24,446 | 10.92% | 10.92% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 400,406 | 24,340 | 9.7% | 9.7% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebrook Private Inc. | History | No change | 397,043 | 24,136 | 4.41% | 4.41% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | No change | 390,184 | 23,907 | 2.75% | 2.75% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 389,843 | 23,698 | 9.9% | 9.9% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Western Wealth Management, LLC | History | No change | 388,134 | 23,594 | 0.77% | 0.77% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TPG Financial Advisors, LLC | History | No change | 387,813 | 23,575 | 7.04% | 7.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 387,411 | 23,550 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 385,288 | 23,429 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 382,760 | 23,267 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 382,298 | 23,239 | 5.27% | 5.27% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 381,932 | 23,217 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destiny Capital Corp/CO | History | No change | 371,790 | 22,601 | 10.51% | 10.51% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 369,874 | 22,484 | 0.52% | 0.52% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 361,666 | 21,985 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 358,913 | 21,818 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 348,042 | 21,411 | 2.44% | 2.44% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 351,475 | 21,366 | 2.42% | 2.42% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Navalign, LLC | History | No change | 349,442 | 21,242 | 4.95% | 4.95% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 343,550 | 20,884 | 4.21% | 4.21% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 338,842 | 20,598 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Windsor Capital Management, LLC | History | No change | 332,851 | 20,234 | 5.26% | 5.26% | 162 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 332,489 | 20,212 | 7.75% | 7.75% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Collier Financial | History | No change | 330,680 | 20,102 | 13.75% | 13.75% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CBM Financial, LLC | History | No change | 323,913 | 20,056 | 11.93% | 11.93% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 326,748 | 19,862 | 0.59% | 0.59% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 325,685 | 19,798 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestate Advisors LLC | History | No change | 325,280 | 19,773 | 14.77% | 14.77% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 322,945 | 19,631 | 8.29% | 8.29% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Northern Capital Management, Inc. | History | No change | 322,571 | 19,609 | 8.36% | 8.36% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POTENTIA WEALTH | History | No change | 317,152 | 19,279 | 7.89% | 7.89% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 316,139 | 19,218 | 1.04% | 1.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 315,733 | 19,193 | 1.23% | 1.23% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 315,142 | 19,157 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 313,553 | 19,060 | 2.75% | 2.75% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Francis Financial, Inc. | History | No change | 308,267 | 18,739 | 3.07% | 3.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 301,939 | 18,354 | 0.62% | 0.62% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOVEM GROUP | History | No change | 300,595 | 18,273 | 1.85% | 1.85% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 299,764 | 18,222 | 1.62% | 1.62% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 295,932 | 17,992 | 1.97% | 1.97% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 293,438 | 17,838 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 292,995 | 17,811 | 0.45% | 0.45% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Morrissey Wealth Management, LLC | History | No change | 288,113 | 17,713 | 11.14% | 11.14% | 183 | 0 | 0.0% | Q2 2026 | Oct 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 291,276 | 17,706 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempo Wealth, LLC | History | No change | 288,652 | 17,547 | 2.6% | 2.6% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 281,112 | 17,088 | 5.87% | 5.87% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 276,375 | 16,800 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 275,286 | 16,734 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Probity Advisors, Inc. | History | No change | 275,176 | 16,727 | 2.39% | 2.39% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McAdam, LLC | History | No change | 271,475 | 16,502 | 0.64% | 0.64% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 265,947 | 16,166 | 4.05% | 4.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 262,126 | 15,934 | 3.03% | 3.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 262,013 | 15,927 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 260,079 | 15,810 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Portside Wealth Group, LLC | History | No change | 255,960 | 15,559 | 1.81% | 1.81% | 195 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 255,696 | 15,543 | 0.48% | 0.48% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sargent Investment Group, LLC | History | No change | 250,608 | 15,234 | 1.83% | 1.83% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobart Private Capital, LLC | History | No change | 247,956 | 15,073 | 2.59% | 2.59% | 198 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | No change | 242,652 | 14,750 | 0.52% | 0.52% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millington Financial Advisors, LLC | History | No change | 235,324 | 14,571 | 5.73% | 5.73% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Financial Group LLC | History | No change | 239,484 | 14,558 | 1.64% | 1.64% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cynosure Group, LLC | History | No change | 234,630 | 14,263 | 2.14% | 2.14% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 233,175 | 14,174 | 0.52% | 0.52% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Optimist Retirement Group LLC | History | No change | 232,705 | 14,146 | 5.46% | 5.46% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 231,892 | 14,096 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 228,850 | 13,911 | 12.01% | 12.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 228,359 | 13,881 | 3.36% | 3.36% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TME FINANCIAL, INC. | History | No change | 227,305 | 13,817 | 8.53% | 8.53% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Council, LLC | History | No change | 227,017 | 13,800 | 4.48% | 4.48% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hofer & Associates. Inc | History | No change | 226,703 | 13,781 | 6.66% | 6.66% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aureum Wealth Management, LLC | History | No change | 223,035 | 13,558 | 8.41% | 8.41% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 222,782 | 13,542 | 1.84% | 1.84% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Group, LLC | History | No change | 221,416 | 13,459 | 5.2% | 5.2% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hills Bank & Trust Co | History | No change | 219,808 | 13,362 | 0.57% | 0.57% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 219,716 | 13,356 | 6.68% | 6.68% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 218,987 | 13,312 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | No change | 217,901 | 13,246 | 2.99% | 2.99% | 217 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Diligent Investors, LLC | History | No change | 217,539 | 13,224 | 2.94% | 2.94% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GenWealth Group, Inc. | History | No change | 215,686 | 13,111 | 2.04% | 2.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 209,226 | 12,718 | 0.28% | 0.28% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 209,182 | 12,716 | 3.43% | 3.43% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BCS Wealth Management | History | No change | 202,146 | 12,288 | 2.21% | 2.21% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 201,179 | 12,271 | 1.4% | 1.4% | 223 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 199,787 | 12,145 | 4.09% | 4.09% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 199,255 | 12,112 | 0.23% | 0.23% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 199,142 | 12,105 | 0.73% | 0.73% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 196,252 | 11,930 | 2.85% | 2.85% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 194,516 | 11,824 | 1.92% | 1.92% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 195,228 | 11,784 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 191,510 | 11,641 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madrid Financial Services | History | No change | 190,549 | 11,583 | 6.13% | 6.13% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 187,942 | 11,424 | 6.56% | 6.56% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PECAUT & CO. | History | No change | 185,397 | 11,270 | 3.43% | 3.43% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walsh & Associates, LLC | History | No change | 184,501 | 11,215 | 9.16% | 9.16% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 183,066 | 11,128 | 1.62% | 1.62% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 179,401 | 10,905 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 177,040 | 10,762 | 3.95% | 3.95% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 174,125 | 10,585 | 2.56% | 2.56% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 173,144 | 10,525 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bensler, LLC | History | No change | 172,288 | 10,473 | 0.93% | 0.93% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oak Harvest Investment Services | History | No change | 171,595 | 10,431 | 0.97% | 0.97% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 169,765 | 10,320 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 167,230 | 10,165 | 0.48% | 0.48% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cobblestone Asset Management LLC | History | No change | 167,149 | 10,160 | 4.24% | 4.24% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 166,508 | 10,122 | 0.96% | 0.96% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 166,194 | 10,102 | 1.76% | 1.76% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| M&T BANK CORP | History | No change | 165,860 | 10,083 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Auour Investments LLC | History | No change | 165,322 | 10,049 | 2.88% | 2.88% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Uptown Financial Advisors LLC | History | No change | 164,321 | 9,989 | 6.58% | 6.58% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Olde Wealth Management, LLC | History | No change | 162,652 | 9,887 | 2.8% | 2.8% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 162,102 | 9,854 | 0.73% | 0.73% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 161,722 | 9,831 | 1.14% | 1.14% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 158,714 | 9,648 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 158,589 | 9,640 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Town Capital LLC | History | No change | 156,609 | 9,520 | 6.04% | 6.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ignite Planners, LLC | History | No change | 155,533 | 9,461 | 1.3% | 1.3% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 154,529 | 9,393 | 0.18% | 0.18% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 154,433 | 9,387 | 0.92% | 0.92% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stone Summit Wealth LLC | History | No change | 152,106 | 9,246 | 2.35% | 2.35% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 152,069 | 9,244 | 1.51% | 1.51% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MEMBERS WEALTH LLC | History | No change | 150,222 | 9,131 | 5.01% | 5.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Retirement Management Systems Inc. | History | No change | 149,405 | 9,082 | 1.86% | 1.86% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quent Capital, LLC | History | No change | 149,189 | 9,069 | 0.56% | 0.56% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 147,881 | 8,989 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SeedSafe Financial LLC | History | No change | 146,629 | 8,911 | 6.42% | 6.42% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 142,806 | 8,681 | 0.51% | 0.51% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOP Private Wealth LLC. | History | No change | 142,308 | 8,650 | 8.3% | 8.3% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 141,742 | 8,616 | 1.86% | 1.86% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mutual Advisors, LLC | History | No change | 141,243 | 8,586 | 0.16% | 0.16% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 140,864 | 8,563 | 0.48% | 0.48% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 139,863 | 8,502 | 4.65% | 4.65% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 138,243 | 8,403 | 6.69% | 6.69% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 137,525 | 8,360 | 3.78% | 3.78% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 136,424 | 8,293 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 136,148 | 8,276 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trilogy Capital Inc. | History | No change | 136,124 | 8,274 | 0.32% | 0.32% | 276 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| City Center Advisors, LLC | History | No change | 130,528 | 7,934 | 6.42% | 6.42% | 277 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 128,853 | 7,833 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laurel Wealth Planning LLC | History | No change | 128,282 | 7,798 | 3.45% | 3.45% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 127,558 | 7,754 | 5.7% | 5.7% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goldstone Financial Group, LLC | History | No change | 127,395 | 7,744 | 0.71% | 0.71% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 126,954 | 7,717 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sharkey, Howes & Javer | History | No change | 122,220 | 7,429 | 0.9% | 0.9% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 120,975 | 7,354 | 3.08% | 3.08% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 119,996 | 7,294 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 119,427 | 7,259 | 2.93% | 2.93% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 117,655 | 7,152 | 0.22% | 0.22% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vision Capital Management, Inc. | History | No change | 115,939 | 7,047 | 0.8% | 0.8% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 115,100 | 6,996 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 114,870 | 6,982 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 114,513 | 6,961 | 0.41% | 0.41% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Occidental Asset Management, LLC | History | No change | 113,947 | 6,926 | 0.69% | 0.69% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 112,720 | 6,852 | 0.44% | 0.44% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 112,110 | 6,815 | 2.13% | 2.13% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 110,758 | 6,733 | 0.28% | 0.28% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 110,181 | 6,697 | 1.65% | 1.65% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 110,087 | 6,692 | 1.05% | 1.05% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 109,824 | 6,676 | 0.1% | 0.1% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TAGStone Capital, Inc. | History | No change | 109,108 | 6,632 | 2.11% | 2.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 108,046 | 6,568 | 2.78% | 2.78% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |