SPDR SERIES TRUST - XAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,454,537 | 412,783 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PeakShares LLC | History | No change | 930 | 263,925 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 881,929 | 250,283 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 866,092 | 245,788 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 599,395 | 170,102 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 280,520 | 79,583 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 259,178 | 73,552 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 256,859 | 72,894 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 209,691 | 59,508 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 185,880 | 52,750 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Howard Capital Management Group, LLC | History | No change | 184,408 | 52,333 | 3.2% | 3.2% | 11 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 180,518 | 51,265 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 178,971 | 49,571 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 173,177 | 49,145 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 156,609 | 44,444 | 5.72% | 5.72% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 145,795 | 41,375 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Enclave Advisors LLC | History | No change | 143,072 | 40,602 | 5.14% | 5.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 143,045 | 40,594 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 123,156 | 34,950 | 0.93% | 0.93% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 118,572 | 33,649 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinhood Asset Management, LLC | History | No change | 117,413 | 33,320 | 1.78% | 1.78% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 113,789 | 32,292 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 102,923 | 29,208 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 84,616 | 24,013 | 2.18% | 2.18% | 24 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 80,750 | 22,916 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,782 | 22,363 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 76,186 | 21,620 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 77,451 | 21,228 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 74,618 | 21,175 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CUMBERLAND ADVISORS INC | History | No change | 72,577 | 20,596 | 7.26% | 7.26% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 67,272 | 19,091 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Warner Group LLC | History | No change | 65,204 | 18,504 | 4.56% | 4.56% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 58,770 | 16,678 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 63,282 | 14,633 | 0.25% | — | 34 | +63,282 | New | Q3 2026 | Oct 01, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 50,425 | 14,310 | 2.55% | 2.55% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | No change | 48,491 | 13,761 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 48,295 | 13,705 | 0.83% | 0.83% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Merit Financial Group, LLC | History | No change | 41,888 | 11,887 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 40,666 | 11,540 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 40,634 | 11,531 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,842 | 11,307 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 38,899 | 11,039 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,928 | 10,195 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 35,555 | 10,090 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 35,536 | 10,084 | 3.47% | 3.47% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLC Capital Advisors | History | No change | 33,637 | 9,545 | 1.54% | 1.54% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 33,083 | 9,388 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 32,764 | 9,298 | 1.37% | 1.37% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y.D. More Investments Ltd | History | No change | 32,470 | 9,204 | 0.29% | 0.29% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,047 | 9,094 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 31,696 | 8,994 | 0.81% | 0.81% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 31,258 | 8,870 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 30,964 | 8,787 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 30,132 | 8,551 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 29,910 | 8,488 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 29,702 | 8,429 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 29,304 | 8,316 | 0.29% | 0.29% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 29,004 | 8,231 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 27,331 | 7,756 | 4.35% | 4.35% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,136 | 7,701 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 32,677 | 7,556 | 0.05% | 0.0% | 61 | +31,819 | 3708.51% | Q3 2026 | Oct 06, 2026 |
| Creative Planning | History | No change | 25,035 | 7,104 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 25,011 | 7,098 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,342 | 6,908 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 23,990 | 6,808 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 21,105 | 5,989 | 0.34% | 0.34% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 19,904 | 5,882 | 2.03% | 2.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 20,611 | 5,849 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 20,558 | 5,834 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 20,440 | 5,800 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 20,166 | 5,722 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McGuire Investment Group, LLC | History | No change | 19,995 | 5,674 | 0.5% | 0.5% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 19,923 | 5,653 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 19,457 | 5,521 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | No change | 19,095 | 5,418 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,995 | 5,390 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 18,882 | 5,358 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 18,715 | 5,311 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 18,396 | 5,220 | 0.83% | 0.83% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 18,335 | 5,203 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 17,635 | 5,004 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Norris Financial Group, LLC | History | No change | 17,568 | 4,985 | 1.98% | 1.98% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hobart Private Capital, LLC | History | No change | 17,531 | 4,975 | 0.85% | 0.85% | 83 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,363 | 4,927 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 17,177 | 4,874 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 16,927 | 4,810 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 16,679 | 4,733 | 1.95% | 1.95% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 16,525 | 4,689 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,117 | 4,646 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jump Financial, LLC | History | No change | 16,267 | 4,616 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,137 | 4,579 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 15,234 | 4,323 | 2.31% | 2.31% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 14,636 | 4,153 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 14,085 | 3,996 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthSpring Partners, LLC | History | No change | 14,075 | 3,994 | 3.43% | 3.43% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cavalier Investments, LLC | History | No change | 13,804 | 3,917 | 0.16% | 0.16% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | No change | 13,338 | 3,785 | 0.79% | 0.79% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,995 | 3,687 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 12,776 | 3,625 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 12,500 | 3,547 | 0.67% | 0.67% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,354 | 3,506 | 0.14% | 0.14% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,222 | 3,468 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Buska Wealth Management, LLC | History | No change | 12,076 | 3,427 | 1.24% | 1.24% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lido Advisors, LLC | History | No change | 11,847 | 3,362 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 11,648 | 3,305 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,648 | 3,305 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NCM Capital Management, LLC | History | No change | 11,366 | 3,225 | 0.99% | 0.99% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Global Partners, LLC | History | No change | 11,330 | 3,215 | 1.22% | 1.22% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 11,274 | 3,199 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 11,137 | 3,160 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 11,089 | 3,146 | 1.31% | 1.31% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VVR Holdings LLC | History | No change | 11,069 | 3,141 | 1.36% | 1.36% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK HAPOALIM BM | History | No change | 10,856 | 3,081 | 0.2% | 0.2% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,684 | 3,032 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidal Investments LLC | History | No change | 10,517 | 2,984 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,443 | 2,963 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 10,298 | 2,922 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,072 | 2,858 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| American Financial Advisors, LLC | History | No change | 10,003 | 2,838 | 0.34% | 0.34% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Belvedere Trading LLC | History | No change | 9,756 | 2,768 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clarus Wealth Advisors | History | No change | 10,057 | 2,753 | 1.06% | 1.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | No change | 10,743 | 2,740 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,646 | 2,737 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MADDEN SECURITIES Corp | History | No change | 9,585 | 2,720 | 0.76% | 0.76% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 9,364 | 2,657 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Purewater Capital LLC | History | No change | 9,301 | 2,639 | 1.9% | 1.9% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 9,208 | 2,613 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,171 | 2,603 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 8,892 | 2,556 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,859 | 2,514 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,006 | 2,410 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 8,325 | 2,362 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trivium Point Advisory, LLC | History | No change | 8,044 | 2,282 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nvest Financial, LLC | History | No change | 8,015 | 2,274 | 0.72% | 0.72% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,717 | 2,189 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,685 | 2,180 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,590 | 2,153 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 7,535 | 2,138 | 0.52% | 0.52% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 7,480 | 2,122 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security Financial Services, INC. | History | No change | 7,420 | 2,105 | 0.29% | 0.29% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 7,319 | 2,077 | 1.33% | 1.33% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global View Capital Management LLC | History | No change | 7,265 | 2,061 | 0.43% | 0.43% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZEGA Investments, LLC | History | No change | 7,239 | 2,054 | 0.21% | 0.21% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anson Capital, Inc. | History | No change | 7,221 | 2,049 | 1.33% | 1.33% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avid Wealth Partners LLC | History | No change | 7,185 | 2,039 | 0.99% | 0.99% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SFI Advisors, LLC | History | No change | 7,097 | 2,014 | 1.74% | 1.74% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,012 | 1,989 | 0.14% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 7,000 | 1,986 | 1.59% | 1.59% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 6,927 | 1,965 | 0.59% | 0.59% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | No change | 6,736 | 1,911 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 6,613 | 1,876 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,599 | 1,872 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,170 | 1,750 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,111 | 1,734 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,091 | 1,728 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,958 | 1,690 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,893 | 1,672 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 5,876 | 1,667 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,082 | 1,660 | 0.35% | 0.35% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 5,792 | 1,643 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 5,755 | 1,633 | 0.95% | 0.95% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 5,736 | 1,627 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,775 | 1,567 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 5,503 | 1,561 | 0.23% | 0.23% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 5,481 | 1,555 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,477 | 1,554 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,603 | 1,551 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,441 | 1,544 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Formidable Asset Management, LLC | History | No change | 6,025 | 1,530 | 0.24% | 0.24% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 5,277 | 1,497 | 0.58% | 0.58% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FFG Partners, LLC | History | No change | 5,181 | 1,470 | 0.42% | 0.42% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 5,098 | 1,446 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,086 | 1,443 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 5,074 | 1,439 | 0.29% | 0.29% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthRock Partners, LLC | History | No change | 5,064 | 1,437 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Powell Investment Advisors, LLC | History | No change | 5,021 | 1,424 | 0.45% | 0.45% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 4,995 | 1,417 | 0.35% | 0.35% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,969 | 1,410 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,949 | 1,404 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 4,920 | 1,396 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meixler Investment Management, Ltd. | History | No change | 4,916 | 1,395 | 0.77% | 0.77% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Growth Capital LLC | History | No change | 4,819 | 1,367 | 1.04% | 1.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,717 | 1,338 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| National Philanthropic Trust | History | No change | 4,709 | 1,336 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 4,665 | 1,323 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 4,613 | 1,309 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WBH ADVISORY INC | History | No change | 4,606 | 1,307 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,500 | 1,277 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 4,453 | 1,263 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 4,422 | 1,255 | 0.38% | 0.38% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TSA Wealth Managment LLC | History | No change | 4,393 | 1,246 | 0.35% | 0.35% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| White Pine Investment CO | History | No change | 4,358 | 1,237 | 0.26% | 0.26% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investment Management Trust, LLC | History | No change | 4,342 | 1,232 | 1.1% | 1.1% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 4,332 | 1,229 | 0.39% | 0.39% | 194 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Benson Wealth Management INC | History | No change | 4,271 | 1,212 | 1.22% | 1.22% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,260 | 1,209 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,184 | 1,187 | 0.58% | 0.58% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 4,151 | 1,178 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 4,108 | 1,165 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,049 | 1,149 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 4,030 | 1,143 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,993 | 1,133 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 3,959 | 1,123 | 0.71% | 0.71% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 3,882 | 1,101 | 0.14% | 0.14% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,851 | 1,092 | 0.35% | 0.35% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 3,826 | 1,085 | 0.83% | 0.83% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Founders Financial Alliance, LLC | History | No change | 3,784 | 1,073 | 0.14% | 0.14% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 3,772 | 1,070 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 3,771 | 1,070 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,762 | 1,067 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arrowroot Family Office, LLC | History | No change | 3,745 | 1,062 | 0.3% | 0.3% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,721 | 1,055 | 0.25% | 0.25% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 3,706 | 1,051 | 0.49% | 0.49% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,687 | 1,046 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 3,662 | 1,039 | 0.23% | 0.23% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | No change | 3,663 | 1,039 | 0.48% | 0.48% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,630 | 1,030 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Balboa Wealth Partners | History | No change | 3,628 | 1,029 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,603 | 1,022 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,548 | 1,006 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,521 | 999 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 3,498 | 992 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,447 | 978 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,371 | 956 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,346 | 949 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,224 | 914 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 3,212 | 911 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,206 | 909 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CPWA, LLC | History | No change | 3,162 | 897 | 1.04% | 1.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFG Advisors | History | No change | 3,147 | 893 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 3,142 | 891 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,140 | 891 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maridea Wealth Management LLC | History | No change | 3,069 | 871 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WJ Wealth Management, LLC | History | No change | 3,050 | 865 | 0.34% | 0.34% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,034 | 861 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 3,025 | 858 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Premier Private Wealth Management LLC | History | No change | 3,025 | 858 | 0.75% | 0.75% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,011 | 854 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 3,000 | 851 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,999 | 851 | 0.47% | 0.47% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HB Wealth Management, LLC | History | No change | 2,955 | 838 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 2,951 | 837 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,938 | 833 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenline Wealth Management LLC | History | No change | 2,929 | 831 | 0.68% | 0.68% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 2,890 | 820 | 0.26% | 0.26% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 2,874 | 815 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAP Partners, LLC | History | No change | 2,838 | 805 | 0.39% | 0.39% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,825 | 801 | 0.5% | 0.5% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,781 | 789 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 2,754 | 781 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,752 | 780 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 2,746 | 779 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,742 | 778 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,699 | 765 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Scarborough Advisors, LLC | History | No change | 2,709 | 759 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 2,673 | 758 | 2.55% | 2.55% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,663 | 755 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,644 | 750 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 2,637 | 748 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUE JEAN FINANCIAL LLC | History | No change | 2,630 | 746 | 0.52% | 0.52% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 2,604 | 739 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 2,590 | 734 | 0.41% | 0.41% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 2,587 | 734 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Capital Co | History | No change | 2,585 | 733 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,574 | 730 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rubicon Advisors, GP | History | No change | 2,551 | 723 | 0.53% | 0.53% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,530 | 718 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,500 | 709 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,449 | 695 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,446 | 694 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Somerset Trust Co | History | No change | 2,442 | 693 | 0.2% | 0.2% | 271 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| October Effect Ltd | History | No change | 2,444 | 693 | 0.65% | 0.65% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | No change | 2,428 | 691 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,414 | 685 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 2,397 | 680 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Missouri Trust & Investment Co | History | No change | 2,570 | 680 | 0.18% | 0.18% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempo Wealth, LLC | History | No change | 2,349 | 666 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verity Asset Management, Inc. | History | No change | 2,328 | 660 | 0.25% | 0.25% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,273 | 647 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,221 | 630 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Wealth Advisors, LLC | History | No change | 2,219 | 629 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 2,214 | 628 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | No change | 2,200 | 624 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sovran Advisors, LLC | History | No change | 2,414 | 623 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 2,187 | 620 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,160 | 612 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THOR TRADING ADVISORS, LLC | History | No change | 2,158 | 612 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 2,148 | 609 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 2,140 | 607 | 0.1% | 0.1% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 2,133 | 605 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,115 | 600 | 0.25% | 0.25% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Solutions Group, LLC | History | No change | 2,102 | 596 | 0.2% | 0.2% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,094 | 594 | 0.1% | 0.1% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,088 | 592 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 2,083 | 591 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | No change | 2,014 | 571 | 0.07% | 0.07% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,008 | 570 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asempa Wealth Advisors | History | No change | 2,009 | 570 | 0.43% | 0.43% | 298 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 2,002 | 568 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,970 | 559 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,949 | 553 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,943 | 551 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,934 | 548 | 0.05% | 0.05% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,928 | 547 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,928 | 547 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 2,014 | 541 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rathbones Group PLC | History | No change | 1,903 | 540 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,886 | 535 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,885 | 534 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 1,871 | 530 | 0.15% | 0.15% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 1,855 | 526 | 0.28% | 0.28% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Objective Capital Management, LLC | History | No change | 1,837 | 521 | 0.46% | 0.46% | 312 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,830 | 519 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,832 | 519 | 0.07% | 0.07% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,794 | 509 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 1,795 | 509 | 0.11% | 0.11% | 316 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,788 | 507 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,766 | 503 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,761 | 499 | 0.05% | 0.05% | 319 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Capital Advisors,llc | History | No change | 1,750 | 496 | 0.1% | 0.1% | 320 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BostonPremier Wealth LLC | History | No change | 1,747 | 495 | 0.21% | 0.21% | 321 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shepherd Financial Partners LLC | History | No change | 1,743 | 494 | 0.04% | 0.04% | 322 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,725 | 491 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,698 | 481 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,670 | 473 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M Wealth Management, LLC | History | No change | 1,670 | 473 | 0.37% | 0.37% | 326 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 1,643 | 466 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kelly Financial Services LLC | History | No change | 1,635 | 464 | 0.1% | 0.1% | 328 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,616 | 458 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 1,611 | 457 | 0.04% | 0.04% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 1,597 | 453 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 1,588 | 450 | 0.34% | 0.34% | 332 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset One Wealth Management LLC | History | No change | 1,687 | 449 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 1,567 | 444 | 0.05% | 0.05% | 334 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GWN SECURITIES INC. | History | No change | 1,553 | 440 | 0.07% | 0.07% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,551 | 440 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,551 | 440 | 0.13% | 0.13% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 1,500 | 434 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,853 | 428 | 0.1% | 0.13% | 339 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 1,500 | 425 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,498 | 425 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,495 | 424 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,494 | 423 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 1,480 | 420 | 0.2% | 0.2% | 344 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PKS Advisory Services, LLC | History | No change | 1,475 | 418 | 0.07% | 0.07% | 345 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 1,465 | 415 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,445 | 410 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 1,443 | 409 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 1,440 | 408 | 0.05% | 0.05% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| A4 Wealth Advisors LLC | History | No change | 1,439 | 408 | 0.27% | 0.27% | 350 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Advisors, LLC | History | No change | 1,417 | 402 | 0.19% | 0.19% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 1,420 | 402 | 0.05% | 0.05% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crescent Sterling, Ltd. | History | No change | 1,415 | 401 | 0.36% | 0.36% | 353 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,411 | 400 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,398 | 396 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,378 | 391 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,372 | 389 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,372 | 389 | 0.1% | 0.1% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 1,370 | 388 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,346 | 382 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sonoma Allocations LLC | History | No change | 1,315 | 380 | 0.12% | 0.12% | 361 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Independent Wealth Advisors LLC | History | No change | 1,332 | 378 | 0.34% | 0.34% | 362 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,329 | 377 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 1,320 | 374 | 0.12% | 0.12% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 1,314 | 372 | 0.06% | 0.06% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Partners, LLC | History | No change | 1,305 | 370 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JERICHO FINANCIAL, LLP | History | No change | 1,306 | 370 | 0.19% | 0.19% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 1,300 | 368 | 0.1% | 0.1% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,295 | 367 | 0.05% | 0.05% | 369 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 1,288 | 365 | 0.1% | 0.1% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 1,302 | 358 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 1,265 | 358 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 1,256 | 356 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 1,250 | 354 | 0.19% | 0.19% | 374 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 1,241 | 352 | 0.2% | 0.2% | 375 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sculati Wealth Management, LLC | History | No change | 1,347 | 348 | 0.12% | 0.12% | 376 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 1,226 | 347 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 1,225 | 347 | 0.08% | 0.08% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,214 | 344 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 1,192 | 338 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,193 | 338 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chancellor Financial Group WB LP | History | No change | 1,190 | 337 | 0.21% | 0.21% | 382 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 1,164 | 330 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,161 | 329 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSA Investment Group, LLC | History | Added to | 1,416 | 327 | 0.1% | 0.13% | 385 | +53 | 3.89% | Q3 2026 | Oct 07, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,150 | 326 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REYL & Cie S.A. | History | No change | 1,278 | 325 | 0.37% | 0.37% | 387 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 1,146 | 325 | 0.06% | 0.06% | 388 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 1,136 | 322 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,126 | 319 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | No change | 1,118 | 317 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 1,120 | 317 | 0.06% | 0.06% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,114 | 316 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,116 | 316 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,109 | 314 | 0.12% | 0.12% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 1,109 | 314 | 0.12% | 0.12% | 396 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Prospera Financial Services Inc | History | No change | 1,104 | 313 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,095 | 310 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 1,088 | 308 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,053 | 307 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 1,082 | 306 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flagship Private Wealth, LLC | History | No change | 1,075 | 305 | 0.11% | 0.11% | 402 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 1,070 | 303 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,119 | 302 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESBANCO BANK INC | History | No change | 1,064 | 301 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,061 | 301 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presper Financial Architects, LLC | History | No change | 1,062 | 301 | 0.16% | 0.16% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campion Asset Management | History | No change | 1,043 | 295 | 0.18% | 0.18% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,040 | 295 | 0.09% | 0.09% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | No change | 1,042 | 295 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 1,038 | 294 | 0.16% | 0.16% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,035 | 293 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,030 | 292 | 0.06% | 0.06% | 413 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HF Advisory Group, LLC | History | No change | 1,015 | 288 | 0.09% | 0.09% | 414 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,006 | 285 | 0.19% | 0.19% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 1,003 | 284 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Advisor Network LLC | History | No change | 998 | 283 | 0.35% | 0.35% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 979 | 277 | 0.16% | 0.16% | 418 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beckerman Institutional, LLC | History | No change | 977 | 277 | 0.13% | 0.13% | 419 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | No change | 1,006 | 275 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 968 | 274 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 964 | 273 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 955 | 271 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Second Line Capital, LLC | History | No change | 956 | 271 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 950 | 269 | 0.13% | 0.13% | 425 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 938 | 266 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 924 | 262 | 0.05% | 0.05% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | No change | 910 | 261 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M3 Advisory Group, LLC | History | No change | 919 | 260 | 0.13% | 0.13% | 429 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PlanVest Financial, Inc | History | No change | 910 | 258 | 0.17% | 0.17% | 430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWA Asset Management Group, LLC | History | No change | 908 | 257 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Eagle Strategies LLC | History | No change | 907 | 257 | 0.03% | 0.03% | 432 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Management Associates, Inc | History | No change | 900 | 255 | 0.05% | 0.05% | 433 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mascoma Wealth Management LLC | History | No change | 898 | 254 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 890 | 252 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 888 | 252 | 0.05% | 0.05% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chatterton & Associates Inc. | History | No change | 917 | 251 | 0.15% | 0.15% | 437 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 883 | 250 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 884 | 250 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 916 | 250 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 916 | 250 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| South Shore Capital Advisors | History | No change | 879 | 249 | 0.17% | 0.17% | 442 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 878 | 249 | 0.1% | 0.1% | 443 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 877 | 248 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 877 | 248 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 871 | 247 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 5T Wealth, LLC | History | No change | 869 | 246 | 0.09% | 0.09% | 447 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 866 | 245 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ONE Advisory Partners, LLC | History | No change | 864 | 245 | 0.07% | 0.07% | 449 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreFirst Bank & Trust | History | No change | 865 | 245 | 0.12% | 0.12% | 450 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Solstein Capital, LLC | History | No change | 853 | 242 | 0.08% | 0.08% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 847 | 240 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 849 | 240 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 846 | 240 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 848 | 240 | 0.06% | 0.06% | 455 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 843 | 239 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 837 | 237 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | No change | 838 | 237 | 0.08% | 0.08% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 823 | 233 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 812 | 230 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 807 | 229 | 0.17% | 0.17% | 461 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Americana Partners, LLC | History | No change | 800 | 227 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 800 | 227 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WT Wealth Management | History | No change | 793 | 225 | 0.06% | 0.06% | 464 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 795 | 225 | 0.15% | 0.15% | 465 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | No change | 786 | 223 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 779 | 221 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 773 | 219 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 772 | 219 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 772 | 219 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OFS Enterprise LLC | History | No change | 774 | 219 | 0.06% | 0.06% | 471 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Blueshift Asset Management, LLC | History | No change | 770 | 218 | 0.05% | 0.05% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 768 | 217 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LexAurum Advisors, LLC | History | No change | 768 | 217 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EJMK Ventures LLC | History | No change | 760 | 215 | 0.1% | 0.1% | 475 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 751 | 213 | 0.03% | 0.03% | 476 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 750 | 212 | 0.02% | 0.02% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 742 | 210 | 0.18% | 0.18% | 478 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProVise Management Group, LLC | History | No change | 737 | 209 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 726 | 206 | 0.05% | 0.05% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 720 | 204 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 715 | 202 | 0.04% | 0.04% | 482 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 706 | 200 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullock Wealth Management Group | History | No change | 690 | 196 | 0.09% | 0.09% | 484 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Parallel Advisors, LLC | History | No change | 652 | 185 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 625 | 177 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 618 | 175 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | No change | 615 | 174 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 600 | 170 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 596 | 169 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 599 | 169 | 0.13% | 0.13% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 595 | 168 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 595 | 168 | 0.09% | 0.09% | 493 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 590 | 167 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 570 | 161 | 0.06% | 0.06% | 495 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 551 | 156 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 532 | 151 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 502 | 142 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 500 | 141 | 0.13% | 0.13% | 499 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 480 | 136 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | No change | 475 | 134 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regatta Research & Money Management | History | No change | 442 | 125 | 0.12% | 0.12% | 502 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 438 | 124 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 436 | 123 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 425 | 121 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 418 | 118 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 343 | 97 | 0.08% | 0.08% | 507 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 326 | 92 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 298 | 84 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 272 | 77 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 270 | 76 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 268 | 76 | 0.04% | 0.04% | 512 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 266 | 75 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 267 | 75 | 0.02% | 0.02% | 514 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 260 | 73 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 264 | 73 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 250 | 70 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 243 | 68 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 230 | 65 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 221 | 62 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | No change | 256 | 59 | 0.05% | 0.06% | 521 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Darwin Wealth Management, LLC | History | No change | 206 | 58 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key FInancial Inc | History | No change | 206 | 58 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 202 | 57 | 0.02% | 0.02% | 524 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 201 | 57 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HM PAYSON & CO | History | No change | 200 | 56 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 197 | 55 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 188 | 53 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPL Wealth Management, LLC | History | No change | 186 | 52 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 181 | 51 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 177 | 50 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 175 | 49 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 169 | 47 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 162 | 45 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 150 | 42 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 147 | 41 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atomic Invest LLC | History | No change | 141 | 39 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Milestone Investment Advisors LLC | History | No change | 136 | 38 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 130 | 36 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 125 | 35 | 0.02% | 0.02% | 540 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 119 | 33 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | No change | 123 | 33 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 102 | 29 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Manchester Capital Management LLC | History | No change | 100 | 28 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 28 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 28 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 100 | 28 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 100 | 28 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilltop National Bank | History | No change | 100 | 28 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Caldwell Trust Co | History | No change | 100 | 28 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 100 | 28 | 0.04% | 0.04% | 551 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 97 | 27 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 92 | 26 | 0.02% | 0.02% | 553 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 95 | 26 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 95 | 26 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Point Nemo Capital, LLC | History | No change | 87 | 24 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 87 | 24 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investors Research Corp | History | No change | 80 | 22 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Burk Holdings LLC | History | No change | 79 | 22 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 75 | 21 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Field & Main Bank | History | No change | 75 | 21 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| First Command Advisory Services, Inc. | History | No change | 73 | 20 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 69 | 19 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NVWM, LLC | History | No change | 70 | 19 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Perspectives, Inc | History | No change | 59 | 16 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kroeger Financial Partners | History | No change | 58 | 16 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avalon Trust Co | History | No change | 55 | 15 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 54 | 15 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 50 | 14 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 50 | 14 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CENTRAL TRUST Co | History | No change | 43 | 12 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADIRONDACK TRUST CO | History | No change | 45 | 12 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 44 | 12 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 44 | 12 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 45 | 12 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 42 | 11 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 42 | 11 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 37 | 10 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 35 | 9 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CNB Bank | History | No change | 35 | 9 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 30 | 8 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 26 | 8 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 32 | 7 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Truvestments Capital LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 28 | 7 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 22 | 6 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Realta Investment Advisors | History | No change | 22 | 6 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Capital Management LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financially Speaking Inc | History | No change | 20 | 5 | 0.02% | 0.02% | 589 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Go Invest LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New Hampshire | History | New | 21 | 4 | 0.0% | — | 597 | +21 | New | Q3 2026 | Oct 06, 2026 |
| HOWE & RUSLING INC | History | No change | 15 | 4 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 17 | 4 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 15 | 4 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 16 | 4 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Advocates LLC | History | No change | 17 | 4 | 0.02% | 0.02% | 596 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 13 | 3 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| RHL GROUP, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Key Capital Management, INC | History | No change | 11 | 3 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 9 | 2 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 10 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brooklyn FI, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vision Retirement, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silverleafe Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -15,543 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Mallini Complete Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -779 | -100.0% | Q3 2026 | Oct 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q3 2026 | Oct 05, 2026 |
| ARK Investment Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |