RBB FUND, INC. - TBIL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PeakShares LLC | History | No change | 20,000 | 997,200 | 0.74% | 0.74% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 12,835,609 | 639,983 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 11,182,265 | 557,547 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,551,219 | 177,063 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,542,975 | 176,652 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,354,595 | 167,260 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,498,328 | 74,706 | 3.06% | 3.06% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 1,084,853 | 54,090 | 0.25% | 0.25% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,065,523 | 53,127 | 0.48% | 0.48% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 994,825 | 49,601 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 951,425 | 47,438 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 896,609 | 44,704 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 833,243 | 41,603 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 832,046 | 41,485 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| F/m Investments LLC | History | No change | 825,437 | 41,152 | 2.09% | 2.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 668,134 | 33,313 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 655,209 | 32,668 | 0.2% | 0.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 624,381 | 31,131 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 590,929 | 29,463 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 562,324 | 28,037 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Counsel, Inc | History | No change | 528,870 | 26,369 | 2.84% | 2.84% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 493,762 | 24,619 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 472,998 | 23,583 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 425,965 | 21,238 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 399,088 | 19,898 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 390,210 | 19,455 | 1.52% | 1.52% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | No change | 385,887 | 19,240 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 384,417 | 19,167 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 356,748 | 17,783 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 347,022 | 17,302 | 0.37% | 0.37% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 345,273 | 17,215 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 332,352 | 16,570 | 2.66% | 2.66% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 326,051 | 16,256 | 2.11% | 2.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 314,923 | 15,702 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 292,952 | 14,606 | 5.99% | 5.99% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alpine Bank Wealth Management | History | No change | 292,448 | 14,581 | 1.87% | 1.87% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Office Research LLC | History | No change | 278,261 | 13,874 | 5.2% | 5.2% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 266,155 | 13,270 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 264,283 | 13,177 | 0.36% | 0.36% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MBL Wealth, LLC | History | No change | 258,051 | 12,866 | 0.88% | 0.88% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VanWeelden Wealth Management, LLC | History | No change | 254,378 | 12,683 | 9.43% | 9.43% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 252,531 | 12,591 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generation Capital Management LLC | History | No change | 251,388 | 12,534 | 7.69% | 7.69% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 243,992 | 12,165 | 4.27% | 4.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tidal Investments LLC | History | No change | 235,703 | 11,752 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 233,332 | 11,633 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 229,915 | 11,463 | 3.86% | 3.86% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthquest Corp | History | No change | 221,786 | 11,058 | 0.7% | 0.7% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 219,117 | 10,925 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 201,407 | 10,042 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 194,142 | 9,679 | 1.0% | 1.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 191,818 | 9,564 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 191,640 | 9,555 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intrua Financial, LLC | History | No change | 179,161 | 8,932 | 0.82% | 0.82% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 176,293 | 8,789 | 0.41% | 0.41% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 171,558 | 8,560 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Western Wealth Management, LLC | History | No change | 171,661 | 8,559 | 0.28% | 0.28% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coign Capital Advisors LLC | History | No change | 171,315 | 8,541 | 3.84% | 3.84% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 167,283 | 8,340 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 161,207 | 8,037 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 150,849 | 7,521 | 0.41% | 0.41% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 150,256 | 7,491 | 1.2% | 1.2% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 145,921 | 7,275 | 0.47% | 0.47% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 143,368 | 7,148 | 0.46% | 0.46% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilton Capital Management, LLC | History | No change | 141,340 | 7,047 | 0.48% | 0.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 139,261 | 6,946 | 0.73% | 0.73% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 137,090 | 6,835 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 131,916 | 6,577 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 125,083 | 6,236 | 2.91% | 2.91% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 124,890 | 6,226 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital, LLC | History | No change | 119,748 | 5,970 | 1.61% | 1.61% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 116,773 | 5,822 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 112,142 | 5,591 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 106,276 | 5,298 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 105,736 | 5,271 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 105,550 | 5,262 | 0.7% | 0.7% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 102,248 | 5,098 | 0.81% | 0.81% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUCCESSION FINANCIAL, INC. | History | No change | 96,714 | 4,822 | 4.58% | 4.58% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 96,299 | 4,801 | 0.73% | 0.73% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 95,685 | 4,770 | 4.14% | 4.14% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Financial Management, LP | History | No change | 95,590 | 4,766 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 89,306 | 4,452 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | No change | 80,553 | 4,016 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global View Capital Management LLC | History | No change | 79,664 | 3,972 | 0.82% | 0.82% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAVENPORT & Co LLC | History | No change | 79,589 | 3,967 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sage Mountain Advisors LLC | History | No change | 78,922 | 3,935 | 0.24% | 0.24% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 75,134 | 3,746 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Formidable Asset Management, LLC | History | No change | 74,459 | 3,712 | 0.59% | 0.59% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Copia Wealth Management | History | No change | 72,224 | 3,601 | 2.16% | 2.16% | 89 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 71,756 | 3,577 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 67,480 | 3,364 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 66,452 | 3,313 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATAURO, LLC | History | No change | 64,552 | 3,218 | 0.43% | 0.43% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | No change | 58,613 | 2,923 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 56,935 | 2,838 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 56,140 | 2,799 | 1.81% | 1.81% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 56,120 | 2,798 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockport Wealth LLC | History | No change | 56,095 | 2,796 | 0.47% | 0.47% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 54,187 | 2,701 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 52,727 | 2,628 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crew Capital Management, Ltd | History | No change | 52,418 | 2,613 | 1.43% | 1.43% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 51,318 | 2,558 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 50,589 | 2,522 | 0.3% | 0.3% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 50,140 | 2,499 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 49,581 | 2,472 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 49,332 | 2,459 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | No change | 49,260 | 2,456 | 0.36% | 0.36% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 49,169 | 2,452 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 48,969 | 2,441 | 0.4% | 0.4% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 48,664 | 2,426 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 48,470 | 2,416 | 0.5% | 0.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 47,640 | 2,375 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 47,378 | 2,362 | 1.09% | 1.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Research Partners LLC | History | No change | 46,666 | 2,326 | 0.79% | 0.79% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avail Investment Partners, LLC | History | No change | 46,666 | 2,326 | 1.79% | 1.79% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,576 | 2,222 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 43,756 | 2,181 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 43,636 | 2,175 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 41,648 | 2,076 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Coast Investments LLC | History | No change | 41,448 | 2,066 | 0.62% | 0.62% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 41,282 | 2,058 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ruggiero Investments, Inc. | History | No change | 39,863 | 1,987 | 1.67% | 1.67% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 37,620 | 1,875 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 36,962 | 1,842 | 1.08% | 1.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GatePass Capital, LLC | History | No change | 36,800 | 1,834 | 0.7% | 0.7% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 36,121 | 1,800 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarus Group, Inc. | History | No change | 35,676 | 1,778 | 0.6% | 0.6% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 35,320 | 1,761 | 1.04% | 1.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 35,104 | 1,750 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mattern Wealth Management LLC | History | No change | 35,063 | 1,748 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 34,700 | 1,730 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 34,553 | 1,722 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sandhill Capital Partners LLC | History | No change | 34,211 | 1,705 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 34,070 | 1,698 | 1.49% | 1.49% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 33,967 | 1,693 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33,582 | 1,674 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 33,560 | 1,673 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 32,155 | 1,603 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 29,962 | 1,493 | 1.0% | 1.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transcendent Capital Group LLC | History | No change | 29,087 | 1,450 | 0.56% | 0.56% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 27,878 | 1,389 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Widmann Financial Services, Inc. | History | No change | 27,302 | 1,361 | 0.73% | 0.73% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 27,040 | 1,348 | 0.37% | 0.37% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cane Capital Partners, LLC | History | No change | 25,940 | 1,293 | 0.51% | 0.51% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 25,826 | 1,287 | 0.29% | 0.29% | 145 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 25,071 | 1,250 | 0.57% | 0.57% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,014 | 1,247 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,828 | 1,237 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 24,580 | 1,225 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 24,314 | 1,212 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,088 | 1,201 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,052 | 1,199 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 23,912 | 1,192 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WARNER FINANCIAL, INC | History | No change | 23,892 | 1,191 | 0.35% | 0.35% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 23,615 | 1,179 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 23,627 | 1,178 | 0.37% | 0.37% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ignite Planners, LLC | History | No change | 24,644 | 1,171 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 23,418 | 1,167 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALTFEST L J & CO INC | History | No change | 23,105 | 1,152 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 23,058 | 1,149 | 0.57% | 0.57% | 160 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 22,940 | 1,143 | 0.6% | 0.6% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prostatis Group LLC | History | No change | 22,151 | 1,104 | 0.26% | 0.26% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KG Capital Management | History | No change | 21,392 | 1,066 | 0.63% | 0.63% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Strategies LLC | History | No change | 20,858 | 1,039 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 20,194 | 1,006 | 0.29% | 0.29% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | No change | 20,077 | 1,001 | 0.22% | 0.22% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 20,048 | 999 | 0.35% | 0.35% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bull Harbor Capital LLC | History | No change | 20,050 | 999 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 19,802 | 987 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,800 | 987 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Everstar Asset Management, LLC | History | No change | 18,886 | 941 | 0.45% | 0.45% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,682 | 931 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 18,460 | 920 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 18,241 | 909 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,202 | 908 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cassilly Financial Group LLC | History | No change | 18,119 | 903 | 0.66% | 0.66% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Core Wealth Partners LLC | History | No change | 17,727 | 883 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,645 | 879 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 17,622 | 878 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 17,431 | 869 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Financial, LLC | History | No change | 16,944 | 844 | 0.1% | 0.1% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilltop Holdings Inc. | History | No change | 16,300 | 812 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 16,055 | 800 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 15,903 | 792 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 15,883 | 791 | 0.1% | 0.1% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 15,606 | 778 | 0.18% | 0.18% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | No change | 15,209 | 758 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Spire Wealth Management | History | No change | 15,109 | 753 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 14,850 | 740 | 0.62% | 0.62% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | No change | 14,664 | 731 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 14,673 | 731 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 14,385 | 717 | 0.29% | 0.38% | 192 | -4,928 | -25.52% | Q3 2026 | Oct 06, 2026 |
| TrueWealth Advisors, LLC | History | No change | 13,794 | 687 | 0.15% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 13,709 | 683 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Royal Fund Management, LLC | History | No change | 13,467 | 671 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 13,299 | 663 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxbow Advisors, LLC | History | No change | 13,104 | 653 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,045 | 650 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,883 | 642 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 12,871 | 642 | 0.28% | 0.28% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 12,503 | 623 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WMG Financial Advisors, LLC | History | No change | 12,356 | 616 | 0.23% | 0.23% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellington Shields & Co., LLC | History | No change | 12,100 | 603 | 0.14% | 0.14% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Briggs Wealth Management, Inc | History | No change | 12,094 | 603 | 0.55% | 0.55% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 12,010 | 598 | 0.24% | 0.24% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,998 | 598 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 11,920 | 594 | 0.15% | 0.15% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 11,804 | 588 | 0.14% | 0.14% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hamilton Wealth, LLC | History | No change | 11,622 | 579 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,498 | 573 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accurate Wealth Management, LLC | History | No change | 11,461 | 572 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 11,361 | 566 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiduciary Alliance LLC | History | No change | 11,125 | 554 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 11,000 | 548 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strong Tower Advisory Services | History | No change | 10,995 | 548 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 10,800 | 538 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 10,355 | 516 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 10,315 | 514 | 0.13% | 0.13% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFC Advisors LLC | History | No change | 10,069 | 502 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 10,060 | 501 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 10,021 | 499 | 0.14% | 0.14% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,000 | 498 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Encompass More Asset Management | History | No change | 9,944 | 495 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9,633 | 480 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HORAN Wealth, LLC | History | No change | 9,601 | 478 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CX Institutional | History | Added to | 9,504 | 474 | 0.01% | 0.01% | 226 | +312 | 3.39% | Q3 2026 | Oct 02, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 9,454 | 471 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 9,415 | 469 | 0.21% | 0.21% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 9,314 | 464 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KPP Advisory Services LLC | History | No change | 9,143 | 455 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,122 | 454 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 9,000 | 448 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,971 | 447 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Guidance Group, Inc. | History | No change | 8,900 | 443 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,712 | 434 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 8,634 | 430 | 0.32% | 0.32% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,491 | 423 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management LLC | History | No change | 8,275 | 412 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 8,082 | 402 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 7,994 | 398 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 7,951 | 396 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 7,935 | 395 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 7,773 | 387 | 0.23% | 0.23% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 7,727 | 385 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 7,718 | 384 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Edge Advisors, LLC | History | No change | 7,615 | 379 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,523 | 375 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 7,512 | 374 | 0.16% | 0.16% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 7,500 | 373 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roxbury Financial LLC | History | Added to | 7,482 | 372 | 0.29% | 0.28% | 250 | +452 | 6.43% | Q3 2026 | Oct 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,000 | 350 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 7,013 | 349 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,984 | 348 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 6,980 | 348 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,925 | 345 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 6,787 | 338 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 6,697 | 333 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Latitude Advisors, LLC | History | No change | 6,650 | 331 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integras Partners LLC | History | No change | 6,517 | 324 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,453 | 321 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunpointe, LLC | History | No change | 6,339 | 316 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 6,329 | 315 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | No change | 6,247 | 311 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 8,400 | 309 | 0.23% | 0.23% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,198 | 309 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 6,032 | 300 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 6,007 | 299 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 5,950 | 296 | 0.23% | 0.23% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,858 | 292 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Castleview Partners, LLC | History | No change | 5,688 | 283 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,500 | 274 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crown Wealth Group, LLC | History | No change | 5,500 | 274 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,402 | 269 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Astra Wealth Partners LLC | History | No change | 5,341 | 266 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 5,323 | 265 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 5,318 | 265 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Luminist Capital LLC | History | No change | 5,313 | 264 | 0.3% | 0.3% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 5,253 | 261 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisory Group | History | No change | 5,215 | 260 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 5,122 | 255 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Occidental Asset Management, LLC | History | No change | 5,000 | 249 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 5,013 | 249 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 4,705 | 234 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,500 | 224 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elevation Wealth Management LLC | History | No change | 4,279 | 213 | 0.16% | 0.16% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dakota Wealth Management | History | No change | 4,149 | 206 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballast Financial Advisors LLC | History | No change | 4,116 | 205 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,110 | 204 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | No change | 3,556 | 177 | 0.67% | 0.67% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,000 | 149 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,735 | 136 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| S.A. Mason LLC | History | No change | 2,475 | 123 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LRI Investments, LLC | History | No change | 1,801 | 89 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,728 | 86 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,200 | 59 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,200 | 59 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Napier Financial, LLC | History | No change | 1,165 | 58 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 870 | 44 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 712 | 35 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 29 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |