SPDR SERIES TRUST - XSD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 215,971 | 134,701 | 0.03% | 0.02% | 1 | -31,277 | -12.65% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 199,207 | 124,245 | 0.01% | 0.0% | 2 | +36,552 | 22.47% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 115,149 | 71,818 | 0.01% | 0.0% | 3 | +62,308 | 117.92% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 96,798 | 60,372 | 0.01% | 0.01% | 4 | +10,107 | 11.66% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 75,343 | 46,991 | 0.0% | 0.0% | 5 | -6,436 | -7.87% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 71,774 | 44,765 | 0.02% | 0.01% | 6 | -1,570 | -2.14% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 65,428 | 40,807 | 0.0% | 0.0% | 7 | +46,195 | 240.19% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 61,463 | 38,334 | 0.0% | 0.0% | 8 | +9,160 | 17.51% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,900 | 34,864 | 0.0% | 0.0% | 9 | +50,400 | 916.36% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 55,848 | 34,832 | 0.01% | 0.01% | 10 | -14,698 | -20.83% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 48,640 | 30,336 | 0.02% | — | 11 | +48,640 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 43,244 | 26,971 | 0.0% | 0.0% | 12 | -7,723 | -15.15% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 37,649 | 23,491 | 0.03% | 0.02% | 13 | +2,841 | 8.16% | Q2 2026 | Aug 14, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 33,795 | 21,077 | 1.85% | 1.27% | 14 | -670 | -1.94% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 33,205 | 20,710 | 0.25% | 0.24% | 15 | -20,351 | -38.0% | Q2 2026 | Aug 18, 2026 |
| SMI Advisory Services, LLC | History | New | 36,067 | 20,604 | 3.34% | — | 16 | +36,067 | New | Q2 2026 | Jul 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 31,152 | 19,429 | 0.01% | 0.0% | 17 | +28,992 | 1342.22% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,016 | 19,344 | 0.09% | 0.0% | 18 | +30,119 | 3357.75% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 29,770 | 18,567 | 0.55% | 0.32% | 19 | +1,229 | 4.31% | Q2 2026 | Jul 06, 2026 |
| Belvedere Trading LLC | History | Added to | 26,900 | 16,777 | 0.02% | 0.0% | 20 | +22,135 | 464.53% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,169 | 16,321 | 0.01% | 0.01% | 21 | -6,100 | -18.9% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 25,345 | 15,807 | 0.01% | 0.01% | 22 | -25,016 | -49.67% | Q2 2026 | Aug 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 25,137 | 15,677 | 0.82% | 0.48% | 23 | -1,157 | -4.4% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 23,222 | 14,484 | 0.03% | 0.02% | 24 | -616 | -2.58% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 21,512 | 13,417 | 0.0% | 0.0% | 25 | +221 | 1.04% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 20,157 | 12,571 | 2.16% | 2.14% | 26 | -13,281 | -39.72% | Q2 2026 | Jul 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,654 | 12,258 | 0.03% | 0.02% | 27 | -1,385 | -6.58% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,562 | 12,202 | 0.01% | 0.01% | 28 | -1,451 | -6.91% | Q2 2026 | Aug 12, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 18,839 | 11,749 | 1.98% | 1.53% | 29 | -5,643 | -23.05% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,479 | 11,525 | 0.01% | 0.01% | 30 | +57 | 0.31% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,220 | 11,363 | 0.0% | 0.0% | 31 | -462 | -2.47% | Q2 2026 | Sep 23, 2026 |
| CacheTech Inc. | History | Reduced | 17,713 | 11,047 | 1.79% | 1.49% | 32 | -6,010 | -25.33% | Q2 2026 | Aug 11, 2026 |
| ALTFEST L J & CO INC | History | Added to | 17,606 | 10,981 | 1.07% | 0.49% | 33 | +3,644 | 26.1% | Q2 2026 | Jul 30, 2026 |
| Adams Wealth Management | History | Reduced | 16,822 | 10,491 | 2.01% | 1.62% | 34 | -5,861 | -25.84% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 16,676 | 10,401 | 0.0% | 0.0% | 35 | -9,777 | -36.96% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,461 | 10,266 | 0.02% | 0.01% | 36 | +344 | 2.13% | Q2 2026 | Jul 27, 2026 |
| Warner Group LLC | History | Added to | 15,678 | 9,778 | 2.41% | 1.13% | 37 | +10,370 | 195.37% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,290 | 8,912 | 0.01% | 0.0% | 38 | +49 | 0.34% | Q2 2026 | Aug 05, 2026 |
| Members Advisory Group LLC | History | New | 11,786 | 7,351 | 2.05% | — | 39 | +11,786 | New | Q2 2026 | Jul 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 11,434 | 7,131 | 2.77% | 1.67% | 40 | +65 | 0.57% | Q2 2026 | Jul 22, 2026 |
| Sage Capital Advisors,llc | History | New | 10,504 | 6,551 | 1.36% | — | 41 | +10,504 | New | Q2 2026 | Jul 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 10,501 | 6,549 | 0.3% | 0.2% | 42 | -334 | -3.08% | Q2 2026 | Aug 04, 2026 |
| Centiva Capital, LP | History | New | 10,000 | 6,237 | 0.05% | — | 43 | +10,000 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,067 | 5,655 | 0.14% | 0.04% | 44 | +4,823 | 113.64% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | Added to | 9,005 | 5,616 | 0.36% | 0.02% | 45 | +8,057 | 849.89% | Q2 2026 | Aug 05, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 8,803 | 5,490 | 2.98% | 2.25% | 46 | -283 | -3.11% | Q2 2026 | Aug 07, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 8,398 | 5,237 | 1.95% | 1.28% | 47 | -303 | -3.48% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,159 | 5,088 | 0.01% | 0.0% | 48 | -1,672 | -17.01% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,732 | 4,994 | 0.0% | 0.0% | 49 | +1,737 | 24.83% | Q2 2026 | Aug 14, 2026 |
| FOCUS Wealth Advisors, LLC | History | New | 7,506 | 4,681 | 2.17% | — | 50 | +7,506 | New | Q2 2026 | Jul 07, 2026 |
| Mariner, LLC | History | Reduced | 7,358 | 4,589 | 0.0% | 0.0% | 51 | -5,687 | -43.6% | Q2 2026 | Aug 13, 2026 |
| Yarbrough Capital, LLC | History | No change | 7,096 | 4,425 | 0.13% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Added to | 6,954 | 4,337 | 0.01% | 0.0% | 53 | +579 | 9.08% | Q2 2026 | Aug 14, 2026 |
| American Trust Investment Advisors, LLC | History | New | 6,379 | 3,978 | 1.96% | — | 54 | +6,379 | New | Q2 2026 | Aug 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 6,375 | 3,976 | 1.06% | 0.67% | 55 | -489 | -7.12% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,298 | 3,928 | 0.16% | — | 56 | +6,298 | New | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 5,924 | 3,694 | 0.08% | 0.05% | 57 | -40 | -0.67% | Q2 2026 | Jul 17, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 5,767 | 3,596 | 0.46% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,525 | 3,445 | 0.02% | 0.0% | 59 | +4,089 | 284.75% | Q2 2026 | Jul 27, 2026 |
| Sharper & Granite LLC | History | Reduced | 5,090 | 3,174 | 0.98% | 0.58% | 60 | -150 | -2.86% | Q2 2026 | Jul 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,845 | 3,021 | 0.08% | 0.05% | 61 | -107 | -2.16% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,196 | 2,617 | 0.0% | 0.0% | 62 | +440 | 11.71% | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | New | 4,295 | 2,592 | 0.57% | — | 63 | +4,295 | New | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | Reduced | 4,080 | 2,544 | 0.0% | 0.0% | 64 | -286 | -6.55% | Q2 2026 | Aug 03, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 3,987 | 2,486 | 0.33% | — | 65 | +3,987 | New | Q2 2026 | Aug 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 3,858 | 2,406 | 0.31% | 0.21% | 66 | -233 | -5.7% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,740 | 2,332 | 0.03% | 0.02% | 67 | -70 | -1.84% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 3,712 | 2,315 | 0.03% | — | 68 | +3,712 | New | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 3,647 | 2,274 | 0.0% | 0.0% | 69 | +81 | 2.27% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,545 | 2,211 | 0.01% | 0.01% | 70 | -32 | -0.89% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 3,524 | 2,195 | 0.01% | 0.01% | 71 | +14 | 0.4% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,513 | 2,191 | 0.0% | 0.0% | 72 | +271 | 8.36% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,508 | 2,187 | 0.01% | 0.01% | 73 | -25 | -0.71% | Q2 2026 | Aug 11, 2026 |
| INTERCAPITAL, LLC | History | New | 3,500 | 2,182 | 0.54% | — | 74 | +3,500 | New | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | New | 3,393 | 2,116 | 0.27% | — | 75 | +3,393 | New | Q2 2026 | Jul 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,037 | 2,112 | 0.04% | 0.04% | 76 | +1 | 0.02% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,354 | 2,092 | 0.02% | 0.01% | 77 | +979 | 41.22% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,307 | 2,062 | 0.02% | 0.01% | 78 | +247 | 8.07% | Q2 2026 | Aug 05, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 3,164 | 1,973 | 0.54% | 0.34% | 79 | -53 | -1.65% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,106 | 1,937 | 0.01% | 0.01% | 80 | -526 | -14.48% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,026 | 1,887 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,286 | 1,851 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 2,937 | 1,832 | 0.34% | 0.2% | 83 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 2,922 | 1,822 | 0.03% | — | 84 | +2,922 | New | Q2 2026 | Jul 15, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 2,920 | 1,821 | 0.14% | 0.08% | 85 | +135 | 4.85% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,894 | 1,804 | 0.1% | 0.07% | 86 | -633 | -17.95% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,885 | 1,799 | 0.01% | 0.0% | 87 | -162 | -5.32% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group | History | New | 2,746 | 1,712 | 0.1% | — | 88 | +2,746 | New | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,652 | 1,654 | 0.01% | 0.01% | 89 | -268 | -9.18% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 2,568 | 1,601 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,559 | 1,595 | 0.03% | 0.02% | 91 | -7 | -0.27% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | Added to | 2,510 | 1,565 | 0.51% | 0.33% | 92 | +10 | 0.4% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 3,099 | 1,549 | 0.03% | 0.02% | 93 | +26 | 0.85% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,427 | 1,513 | 0.0% | 0.0% | 94 | +1,061 | 77.67% | Q2 2026 | Aug 11, 2026 |
| Junk Investment Group, LLC | History | No change | 2,379 | 1,484 | 0.66% | 0.41% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,479 | 1,469 | 0.0% | 0.0% | 96 | -65 | -2.56% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,354 | 1,468 | 0.0% | 0.0% | 97 | -3,378 | -58.93% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,338 | 1,458 | 0.29% | 0.17% | 98 | +1 | 0.04% | Q2 2026 | Aug 05, 2026 |
| United Asset Strategies, Inc. | History | New | 2,336 | 1,456 | 0.1% | — | 99 | +2,336 | New | Q2 2026 | Jul 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,300 | 1,434 | 0.0% | — | 100 | +2,300 | New | Q2 2026 | Jul 22, 2026 |
| Odyssey Capital Advisors, Inc. | History | Reduced | 2,076 | 1,294 | 0.93% | 0.61% | 101 | -10 | -0.48% | Q2 2026 | Jul 31, 2026 |
| M3 Advisory Group, LLC | History | Added to | 2,028 | 1,264 | 0.66% | 0.4% | 102 | +11 | 0.55% | Q2 2026 | Jul 24, 2026 |
| J. Safra Sarasin Holding AG | History | New | 2,018 | 1,259 | 0.02% | — | 103 | +2,018 | New | Q2 2026 | Jul 31, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 2,014 | 1,256 | 0.42% | — | 104 | +2,014 | New | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,000 | 1,247 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJMK Ventures LLC | History | Reduced | 1,971 | 1,229 | 0.56% | 0.37% | 106 | -72 | -3.52% | Q2 2026 | Aug 06, 2026 |
| Kaizen Financial Strategies | History | Reduced | 2,040 | 1,215 | 0.39% | 0.36% | 107 | -70 | -3.32% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,445 | 1,152 | 0.09% | 0.1% | 108 | -46 | -1.85% | Q2 2026 | Jul 29, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 1,847 | 1,151 | 0.76% | 0.47% | 109 | -64 | -3.35% | Q2 2026 | Aug 20, 2026 |
| AGP FRANKLIN, LLC | History | No change | 1,815 | 1,132 | 0.49% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Compound Planning, Inc. | History | New | 1,796 | 1,119 | 0.03% | — | 111 | +1,796 | New | Q2 2026 | Aug 04, 2026 |
| Tradewinds, LLC. | History | New | 1,800 | 1,107 | 0.25% | — | 112 | +1,800 | New | Q2 2026 | Aug 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 1,752 | 1,092 | 0.11% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,751 | 1,092 | 0.18% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Manchester Capital Management LLC | History | No change | 1,750 | 1,091 | 0.14% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 1,734 | 1,081 | 0.93% | 0.64% | 116 | -122 | -6.57% | Q2 2026 | Jul 27, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 1,700 | 1,035 | 0.7% | 1.6% | 117 | -2,700 | -61.36% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,656 | 1,032 | 0.0% | 0.0% | 118 | +250 | 17.78% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,650 | 1,029 | 0.14% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,650 | 1,028 | 0.04% | 0.02% | 120 | +135 | 8.91% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,645 | 1,027 | 0.01% | 0.01% | 121 | +2 | 0.12% | Q2 2026 | Jul 24, 2026 |
| One Capital Management, LLC | History | No change | 3,126 | 1,019 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,553 | 968 | 0.0% | 0.0% | 123 | +151 | 10.77% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,530 | 954 | 0.13% | 0.08% | 124 | -10 | -0.65% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,522 | 949 | 0.01% | 0.01% | 125 | -111 | -6.8% | Q2 2026 | Jul 17, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 1,493 | 931 | 0.17% | 0.12% | 126 | -301 | -16.78% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,465 | 913 | 0.01% | 0.01% | 127 | +6 | 0.41% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 1,447 | 902 | 0.03% | 0.02% | 128 | +56 | 4.03% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,389 | 866 | 0.4% | 0.24% | 129 | -2 | -0.14% | Q2 2026 | Jul 30, 2026 |
| High Point Wealth Management, LLC | History | Added to | 1,375 | 857 | 0.7% | 0.33% | 131 | +322 | 30.58% | Q2 2026 | Jul 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,375 | 857 | 0.03% | 0.02% | 130 | +5 | 0.36% | Q2 2026 | Aug 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,352 | 843 | 0.06% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 1,315 | 820 | 0.26% | 0.17% | 133 | -65 | -4.71% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,309 | 816 | 0.0% | 0.0% | 134 | +390 | 42.44% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,304 | 813 | 0.0% | 0.0% | 135 | +168 | 14.79% | Q2 2026 | Aug 19, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 1,250 | 779 | 0.25% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,243 | 775 | 0.02% | 0.01% | 137 | -160 | -11.4% | Q2 2026 | Jul 28, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 2,370 | 772 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 1,226 | 764 | 0.19% | 0.09% | 139 | +211 | 20.79% | Q2 2026 | Jul 09, 2026 |
| Ruggiero Investments, Inc. | History | Reduced | 1,219 | 760 | 0.64% | 0.43% | 140 | -157 | -11.41% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,182 | 737 | 0.01% | 0.01% | 141 | -309 | -20.72% | Q2 2026 | Jul 27, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 1,145 | 714 | 0.4% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concentrum Wealth Management | History | No change | 1,130 | 704 | 0.17% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,120 | 698 | 0.0% | 0.0% | 144 | +73 | 6.97% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,097 | 684 | 0.0% | 0.0% | 145 | +801 | 270.61% | Q2 2026 | Aug 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | Reduced | 1,097 | 684 | 0.53% | 0.48% | 146 | -454 | -29.27% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,080 | 673 | 0.0% | 0.0% | 147 | +187 | 20.94% | Q2 2026 | Sep 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,075 | 670 | 0.01% | 0.0% | 148 | -34 | -3.07% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | Added to | 1,068 | 666 | 0.0% | 0.0% | 149 | +158 | 17.36% | Q2 2026 | Aug 27, 2026 |
| Aspen Investment Management Inc | History | No change | 1,035 | 646 | 0.17% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,029 | 641 | 0.01% | 0.0% | 151 | -56 | -5.16% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | Added to | 1,019 | 635 | 0.23% | 0.13% | 152 | +34 | 3.45% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,007 | 628 | 0.01% | 0.01% | 153 | -52 | -4.91% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 995 | 620 | 0.0% | 0.0% | 154 | +84 | 9.22% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 991 | 618 | 0.04% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 976 | 608 | 0.01% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | New | 965 | 601 | 0.01% | — | 157 | +965 | New | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 958 | 597 | 0.0% | 0.0% | 158 | -11 | -1.14% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | No change | 951 | 593 | 0.33% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JERICHO FINANCIAL, LLP | History | Added to | 946 | 589 | 0.31% | 0.19% | 160 | +11 | 1.18% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 943 | 588 | 0.01% | 0.0% | 161 | +40 | 4.43% | Q2 2026 | Aug 03, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 1,082 | 577 | 0.19% | 0.2% | 162 | +4 | 0.37% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 923 | 575 | 0.01% | — | 164 | +923 | New | Q2 2026 | Jul 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 922 | 575 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 900 | 561 | 0.13% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 901 | 561 | 0.02% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 897 | 559 | 0.03% | 0.02% | 167 | -897 | -50.0% | Q2 2026 | Aug 04, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 886 | 552 | 0.14% | 0.18% | 168 | -776 | -46.69% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 904 | 538 | 0.03% | 0.02% | 169 | -109 | -10.76% | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 844 | 526 | 0.0% | — | 170 | +844 | New | Q2 2026 | Aug 12, 2026 |
| PSI Advisors, LLC | History | Added to | 838 | 522 | 0.12% | 0.06% | 171 | +24 | 2.95% | Q2 2026 | Aug 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 817 | 509 | 0.02% | 0.01% | 172 | +10 | 1.24% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 804 | 501 | 0.02% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argent Trust Co | History | No change | 800 | 498 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 778 | 485 | 0.01% | 0.01% | 175 | +18 | 2.37% | Q2 2026 | Jul 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 770 | 480 | 0.04% | 0.02% | 176 | +154 | 25.0% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | Added to | 764 | 476 | 0.06% | 0.04% | 177 | +20 | 2.69% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 745 | 465 | 0.0% | 0.0% | 178 | -1 | -0.13% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 741 | 462 | 0.0% | 0.0% | 179 | +317 | 74.76% | Q2 2026 | Aug 03, 2026 |
| Fullerton Advisors, LLC | History | No change | 708 | 441 | 0.41% | 0.24% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 694 | 433 | 0.12% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 680 | 424 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 680 | 423 | 0.01% | 0.01% | 183 | +1 | 0.15% | Q2 2026 | Aug 04, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 659 | 411 | 0.06% | 0.06% | 185 | -239 | -26.61% | Q2 2026 | Jul 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 660 | 411 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 658 | 410 | 0.01% | — | 187 | +658 | New | Q2 2026 | Aug 11, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 658 | 410 | 0.28% | 0.15% | 186 | +42 | 6.82% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 648 | 404 | 0.01% | 0.0% | 188 | -143 | -18.08% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 645 | 402 | 0.0% | 0.0% | 189 | -93 | -12.6% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | New | 871 | 391 | 0.03% | — | 190 | +871 | New | Q2 2026 | Aug 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 624 | 389 | 0.14% | — | 191 | +624 | New | Q2 2026 | Jul 08, 2026 |
| McAdam, LLC | History | New | 623 | 388 | 0.01% | — | 192 | +623 | New | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 616 | 384 | 0.01% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 611 | 381 | 0.01% | 0.0% | 194 | -28 | -4.38% | Q2 2026 | Jul 15, 2026 |
| Bank of New Hampshire | History | Reduced | 583 | 363 | 0.08% | 0.05% | 195 | -22 | -3.64% | Q2 2026 | Jul 14, 2026 |
| Lebenthal Global Advisors, LLC | History | New | 570 | 355 | 0.05% | — | 196 | +570 | New | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 567 | 353 | 0.0% | 0.0% | 197 | +405 | 250.0% | Q2 2026 | Aug 12, 2026 |
| RFP Financial Group LLC | History | Reduced | 565 | 352 | 0.16% | 0.12% | 198 | -115 | -16.91% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | New | 561 | 349 | 0.02% | — | 199 | +561 | New | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 551 | 343 | 0.02% | 0.01% | 200 | +1 | 0.18% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 541 | 337 | 0.01% | 0.0% | 201 | +188 | 53.26% | Q2 2026 | Jul 20, 2026 |
| Lionshead Wealth Management, LLC | History | New | 540 | 336 | 0.22% | — | 202 | +540 | New | Q2 2026 | Jul 28, 2026 |
| Wood Tarver Financial Group, LLC | History | New | 539 | 336 | 0.08% | — | 203 | +539 | New | Q2 2026 | Aug 13, 2026 |
| McNamara Financial Services, Inc. | History | New | 535 | 333 | 0.06% | — | 204 | +535 | New | Q2 2026 | Jul 22, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 618 | 330 | 0.02% | 0.01% | 205 | -34 | -5.21% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 509 | 317 | 0.03% | — | 207 | +509 | New | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 509 | 317 | 0.0% | 0.0% | 206 | +45 | 9.7% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 502 | 313 | 0.0% | 0.0% | 208 | +497 | 9940.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 502 | 313 | 0.0% | 0.0% | 209 | +184 | 57.86% | Q2 2026 | Aug 05, 2026 |
| Legacy Advisors, LLC | History | New | 500 | 311 | 0.03% | — | 210 | +500 | New | Q2 2026 | Jul 24, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | New | 496 | 309 | 0.15% | — | 211 | +496 | New | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 492 | 306 | 0.01% | — | 212 | +492 | New | Q2 2026 | Jul 31, 2026 |
| PCG Wealth Advisors, LLC | History | New | 482 | 300 | 0.07% | — | 214 | +482 | New | Q2 2026 | Aug 03, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 482 | 300 | 0.01% | 0.01% | 213 | -224 | -31.73% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 472 | 294 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 460 | 286 | 0.0% | — | 216 | +460 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 455 | 283 | 0.0% | — | 217 | +455 | New | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | New | 453 | 282 | 0.05% | — | 218 | +453 | New | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 450 | 281 | 0.03% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | New | 448 | 279 | 0.01% | — | 220 | +448 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 444 | 277 | 0.0% | — | 221 | +444 | New | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 443 | 276 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 433 | 270 | 0.02% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | New | 418 | 260 | 0.02% | — | 224 | +418 | New | Q2 2026 | Jul 24, 2026 |
| WESPAC Advisors, LLC | History | New | 406 | 253 | 0.12% | — | 225 | +406 | New | Q2 2026 | Aug 10, 2026 |
| Collier Financial | History | No change | 404 | 251 | 0.17% | 0.1% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Advocates, LLC | History | New | 400 | 249 | 0.21% | — | 228 | +400 | New | Q2 2026 | Aug 10, 2026 |
| DAGCO, INC. | History | No change | 400 | 249 | 0.05% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Secure Asset Management, LLC | History | New | 399 | 248 | 0.03% | — | 230 | +399 | New | Q2 2026 | Jul 15, 2026 |
| Miller Capital Partners, Inc. | History | No change | 399 | 248 | 0.1% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 397 | 247 | 0.01% | 0.01% | 231 | -50 | -11.19% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 408 | 243 | 0.01% | 0.02% | 232 | -505 | -55.31% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | New | 387 | 241 | 0.01% | — | 233 | +387 | New | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | New | 376 | 234 | 0.01% | — | 234 | +376 | New | Q2 2026 | Jul 29, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 370 | 230 | 0.02% | — | 235 | +370 | New | Q2 2026 | Aug 05, 2026 |
| SteelPeak Wealth, LLC | History | New | 368 | 229 | 0.01% | — | 236 | +368 | New | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | New | 361 | 225 | 0.0% | — | 237 | +361 | New | Q2 2026 | Aug 14, 2026 |
| American State Bank (Iowa) | History | Reduced | 358 | 223 | 0.09% | 0.1% | 238 | -291 | -44.84% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | New | 416 | 219 | 0.01% | — | 240 | +416 | New | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 352 | 219 | 0.01% | 0.01% | 239 | +23 | 6.99% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | New | 350 | 218 | 0.01% | — | 241 | +350 | New | Q2 2026 | Aug 11, 2026 |
| Grove Street Fiduciary, LLC | History | New | 350 | 218 | 0.09% | — | 242 | +350 | New | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 346 | 215 | 0.02% | — | 243 | +346 | New | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | New | 342 | 213 | 0.01% | — | 244 | +342 | New | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 340 | 212 | 0.0% | — | 245 | +340 | New | Q2 2026 | Jul 17, 2026 |
| Brookstone Capital Management | History | New | 338 | 210 | 0.0% | — | 246 | +338 | New | Q2 2026 | Jul 15, 2026 |
| Saxony Capital Management, LLC | History | New | 333 | 207 | 0.09% | — | 248 | +333 | New | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | New | 333 | 207 | 0.01% | — | 249 | +333 | New | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 332 | 207 | 0.0% | — | 247 | +332 | New | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | New | 331 | 206 | 0.0% | — | 250 | +331 | New | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | New | 330 | 206 | 0.0% | — | 251 | +330 | New | Q2 2026 | Aug 10, 2026 |
| Bullock Wealth Management Group | History | Reduced | 339 | 202 | 0.09% | 0.09% | 253 | -179 | -34.56% | Q2 2026 | Aug 19, 2026 |
| Acropolis Investment Management, LLC | History | No change | 325 | 202 | 0.01% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tradition Wealth Management, LLC | History | New | 322 | 200 | 0.01% | — | 254 | +322 | New | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 320 | 199 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 187 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 291 | 181 | 0.01% | 0.0% | 257 | -1 | -0.34% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | Added to | 283 | 176 | 0.0% | 0.0% | 258 | +105 | 58.99% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | No change | 250 | 155 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 451 | 147 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 192 | 119 | 0.07% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | New | 190 | 118 | 0.0% | — | 262 | +190 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 188 | 117 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 166 | 103 | 0.0% | 0.0% | 264 | +108 | 186.21% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 159 | 99 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 93 | 0.01% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 129 | 80 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 117 | 69 | 0.06% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 105 | 65 | 0.05% | 0.02% | 269 | +18 | 20.69% | Q2 2026 | Jul 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 115 | 64 | 0.0% | 0.0% | 270 | +5 | 4.55% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 101 | 62 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 97 | 60 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rice Partnership, LLC | History | No change | 90 | 56 | 0.01% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Copia Wealth Management | History | No change | 90 | 56 | 0.03% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Align Financial, LLC | History | No change | 90 | 56 | 0.03% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 88 | 55 | 0.01% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 82 | 51 | 0.0% | — | 278 | +82 | New | Q2 2026 | Aug 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 83 | 51 | 0.11% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 80 | 49 | 0.0% | — | 279 | +80 | New | Q2 2026 | Aug 10, 2026 |
| Pacific Center for Financial Services | History | New | 61 | 38 | 0.01% | — | 280 | +61 | New | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 59 | 36 | 0.0% | 0.0% | 281 | -9 | -13.24% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 110 | 35 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 57 | 35 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 51 | 31 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 50 | 31 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 47 | 29 | 0.0% | 0.0% | 286 | -41 | -46.59% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 48 | 29 | 0.0% | 0.0% | 287 | -40 | -45.45% | Q2 2026 | Sep 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 48 | 29 | 0.0% | 0.0% | 288 | +12 | 33.33% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 47 | 29 | 0.0% | 0.0% | 290 | +7 | 17.5% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 50 | 29 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 45 | 28 | 0.0% | — | 291 | +45 | New | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 44 | 27 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 41 | 25 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 38 | 23 | 0.01% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 35 | 21 | 0.0% | 0.0% | 295 | -5 | -12.5% | Q2 2026 | Jul 28, 2026 |
| Tidemark, LLC | History | No change | 34 | 21 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 30 | 18 | 0.0% | 0.0% | 299 | -218 | -87.9% | Q2 2026 | Aug 12, 2026 |
| Downshift Financial, LLC | History | New | 30 | 18 | 0.01% | — | 300 | +30 | New | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 30 | 18 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hanson & Doremus Investment Management | History | No change | 29 | 18 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |