Invesco Exchange-Traded Self-Indexed Fund Trust - BSCQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lido Advisors, LLC | History | Reduced | 53,572,236 | 1,046,265 | 3.2% | 3.37% | 1 | -4,007,284 | -6.96% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 7,850,659 | 153,323 | 0.04% | 0.04% | 2 | +209,088 | 2.74% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,914,119 | 135,032 | 0.03% | 0.03% | 3 | -159,382 | -2.25% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 5,958,065 | 116,361 | 0.01% | 0.01% | 4 | -1,414,342 | -19.18% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,116,285 | 80,391 | 0.01% | 0.01% | 5 | -1,227,626 | -22.97% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,694,133 | 72,146 | 0.01% | 0.01% | 6 | +218,145 | 6.28% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,547,599 | 69,284 | 0.02% | 0.03% | 7 | -1,092,331 | -23.54% | Q1 2026 | May 14, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,922,854 | 57,083 | 2.76% | 3.21% | 8 | +99,042 | 3.51% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Reduced | 2,655,680 | 51,865 | 0.01% | 0.02% | 9 | -4,465,263 | -62.71% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 2,613,791 | 51,047 | 0.29% | 0.31% | 10 | -136,314 | -4.96% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,423,681 | 47,334 | 0.13% | 0.13% | 11 | -204,975 | -7.8% | Q1 2026 | May 04, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,326,205 | 45,430 | 3.39% | 3.25% | 12 | +138,312 | 6.32% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,122,697 | 41,455 | 0.01% | 0.01% | 13 | -126,218 | -5.61% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,834,898 | 35,840 | 0.05% | 0.05% | 14 | +28,630 | 1.59% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,715,826 | 33,510 | 0.01% | 0.01% | 15 | +51,230 | 3.08% | Q1 2026 | May 15, 2026 |
| TLWM | History | Added to | 1,702,736 | 33,254 | 5.99% | 5.65% | 16 | +125,891 | 7.98% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 1,531,734 | 29,914 | 0.34% | 0.34% | 17 | +21,859 | 1.45% | Q1 2026 | Apr 16, 2026 |
| SNS Financial Group, LLC | History | Reduced | 1,502,593 | 29,345 | 2.53% | 3.04% | 18 | -300,590 | -16.67% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 1,458,574 | 28,485 | 0.03% | 0.01% | 19 | +830,583 | 132.26% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 1,416,991 | 27,737 | 1.82% | 1.82% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,375,702 | 26,867 | 0.01% | 0.01% | 21 | +124,822 | 9.98% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,358,845 | 26,538 | 2.06% | 2.07% | 22 | +27,735 | 2.08% | Q1 2026 | May 07, 2026 |
| Hudson Capital Management LLC | History | Added to | 1,313,892 | 25,660 | 6.63% | 6.14% | 23 | +63,977 | 5.12% | Q1 2026 | Apr 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 1,063,868 | 20,777 | 5.96% | 6.08% | 24 | +6,735 | 0.64% | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,051,975 | 20,545 | 1.93% | 1.87% | 25 | +133,366 | 14.52% | Q1 2026 | Apr 16, 2026 |
| DAVIS R M INC | History | Reduced | 1,040,832 | 20,327 | 0.36% | 0.45% | 26 | -298,651 | -22.3% | Q1 2026 | May 13, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Reduced | 1,022,143 | 19,962 | 3.64% | 3.83% | 27 | -1,312 | -0.13% | Q1 2026 | Apr 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 1,021,513 | 19,950 | 1.36% | 1.58% | 28 | -168,241 | -14.14% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 907,602 | 17,725 | 0.03% | 0.03% | 29 | -144,418 | -13.73% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 877,413 | 17,136 | 0.03% | 0.03% | 30 | -28,572 | -3.15% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 771,743 | 15,072 | 0.75% | 0.72% | 31 | +63,114 | 8.91% | Q1 2026 | Apr 23, 2026 |
| IFS Advisors, LLC | History | Added to | 759,178 | 14,826 | 7.64% | 7.63% | 32 | +9,087 | 1.21% | Q1 2026 | Apr 06, 2026 |
| Cetera Investment Advisers | History | Added to | 716,112 | 13,985 | 0.01% | 0.01% | 33 | +99,924 | 16.22% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 711,405 | 13,893 | 0.05% | 0.05% | 34 | +132,024 | 22.79% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 707,308 | 13,813 | 0.02% | 0.02% | 35 | +21,279 | 3.1% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 700,055 | 13,672 | 0.26% | 0.24% | 36 | +40,960 | 6.21% | Q1 2026 | May 12, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 699,745 | 13,666 | 7.75% | 7.33% | 37 | +90,796 | 14.91% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 693,481 | 13,543 | 0.01% | 0.01% | 38 | -98,313 | -12.42% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 633,761 | 12,377 | 0.15% | 0.14% | 39 | +66,939 | 11.81% | Q1 2026 | Apr 20, 2026 |
| Legacy Private Trust Co. | History | Reduced | 619,032 | 12,089 | 0.74% | 0.8% | 40 | -81,092 | -11.58% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 612,918 | 11,970 | 0.01% | 0.01% | 41 | +102,125 | 19.99% | Q1 2026 | May 07, 2026 |
| Goepper Burkhardt LLC | History | Added to | 612,857 | 11,969 | 4.0% | 3.54% | 42 | +58,255 | 10.5% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 603,532 | 11,786 | 0.06% | 0.06% | 43 | +62,067 | 11.46% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 572,817 | 11,187 | 0.03% | 0.04% | 44 | -247,903 | -30.21% | Q1 2026 | Apr 30, 2026 |
| BCS Wealth Management | History | Reduced | 532,800 | 10,405 | 2.12% | 2.17% | 45 | -565,196 | -51.48% | Q1 2026 | Apr 17, 2026 |
| CVFG LLC | History | New | 521,129 | 10,177 | 1.27% | — | 46 | +521,129 | New | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 498,192 | 9,722 | 0.0% | 0.01% | 47 | +66,569 | 15.42% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 493,875 | 9,645 | 0.1% | — | 48 | +493,875 | New | Q1 2026 | May 12, 2026 |
| Straight Path Wealth Management | History | Reduced | 482,655 | 9,426 | 2.52% | 2.6% | 49 | -10,053 | -2.04% | Q1 2026 | Apr 22, 2026 |
| Lantz Financial LLC | History | Added to | 474,538 | 9,267 | 1.92% | 1.87% | 50 | +20,726 | 4.57% | Q1 2026 | Apr 09, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 468,843 | 9,156 | 0.8% | 0.75% | 51 | +16,193 | 3.58% | Q1 2026 | Apr 15, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 446,410 | 8,734 | 2.4% | 2.11% | 52 | +61,270 | 15.91% | Q1 2026 | Apr 16, 2026 |
| Sound Stewardship, LLC | History | Added to | 431,176 | 8,420 | 3.86% | 3.93% | 53 | +11,859 | 2.83% | Q1 2026 | Apr 10, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 425,612 | 8,312 | 3.41% | 4.11% | 54 | -97,093 | -18.58% | Q1 2026 | Apr 09, 2026 |
| WLTH Capital Management, LLC | History | Added to | 424,988 | 8,300 | 6.51% | 6.16% | 55 | +18,177 | 4.47% | Q1 2026 | Apr 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 423,872 | 8,278 | 0.01% | 0.01% | 56 | +40,011 | 10.42% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 421,652 | 8,234 | 0.17% | 0.16% | 57 | +17,175 | 4.25% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 417,575 | 8,155 | 0.04% | 0.03% | 58 | +67,990 | 19.45% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 417,495 | 8,153 | 0.01% | 0.01% | 59 | +19,548 | 4.91% | Q1 2026 | May 14, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 385,203 | 7,523 | 0.89% | 0.83% | 60 | +20,077 | 5.5% | Q1 2026 | Apr 21, 2026 |
| FCA CORP /TX | History | Reduced | 384,376 | 7,506 | 2.12% | 2.23% | 61 | -19,312 | -4.78% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 375,534 | 7,345 | 0.24% | 0.23% | 62 | +25,361 | 7.24% | Q1 2026 | Apr 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 364,152 | 7,111 | 1.24% | 1.5% | 63 | -86,748 | -19.24% | Q1 2026 | Apr 16, 2026 |
| J. Team Financial, Inc. | History | Added to | 362,289 | 7,075 | 7.92% | 6.76% | 64 | +16,460 | 4.76% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 359,514 | 7,033 | 1.59% | 3.43% | 65 | -394,880 | -52.34% | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 354,908 | 6,931 | 1.46% | 3.41% | 66 | -472,534 | -57.11% | Q1 2026 | May 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 352,881 | 6,891 | 3.77% | 3.47% | 67 | +38,320 | 12.18% | Q1 2026 | Apr 09, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 348,410 | 6,804 | 0.72% | 0.71% | 68 | +1,551 | 0.45% | Q1 2026 | May 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 337,543 | 6,592 | 1.22% | 1.08% | 69 | +45,076 | 15.41% | Q1 2026 | Apr 15, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 330,526 | 6,455 | 3.63% | 3.56% | 70 | +14,996 | 4.75% | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Advisors | History | Added to | 327,855 | 6,403 | 0.5% | 0.47% | 71 | +5,685 | 1.76% | Q1 2026 | May 12, 2026 |
| TFR Capital, LLC. | History | Added to | 319,873 | 6,247 | 1.92% | 1.36% | 72 | +110,713 | 52.93% | Q1 2026 | May 04, 2026 |
| AA Financial Advisors, LLC | History | Added to | 309,381 | 6,042 | 0.85% | 1.07% | 73 | +13,007 | 4.39% | Q1 2026 | Apr 20, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 308,699 | 6,028 | 2.34% | 2.16% | 74 | +53,964 | 21.18% | Q1 2026 | Apr 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 302,569 | 5,909 | 0.77% | 0.69% | 75 | +32,690 | 12.11% | Q1 2026 | May 04, 2026 |
| Farnam Financial LLC | History | Added to | 289,886 | 5,661 | 4.66% | 3.88% | 76 | +26,844 | 10.21% | Q1 2026 | Apr 27, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 289,707 | 5,657 | 2.38% | 2.4% | 77 | +8,990 | 3.2% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 284,807 | 5,559 | 0.1% | 0.1% | 78 | -2,844 | -0.99% | Q1 2026 | May 14, 2026 |
| Paradiem, LLC | History | Added to | 282,597 | 5,519 | 1.22% | 0.54% | 79 | +166,436 | 143.28% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 279,907 | 5,466 | 0.05% | 0.04% | 80 | +115,560 | 70.31% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 276,986 | 5,409 | 0.04% | 0.05% | 81 | +51,179 | 22.66% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 276,773 | 5,405 | 0.24% | 0.23% | 82 | +14,735 | 5.62% | Q1 2026 | Apr 21, 2026 |
| Souders Financial Advisors | History | Added to | 276,045 | 5,391 | 0.62% | 0.61% | 83 | +2,432 | 0.89% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 266,934 | 5,213 | 0.12% | 0.12% | 84 | +9,187 | 3.56% | Q1 2026 | May 04, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 255,488 | 4,989 | 2.62% | 2.83% | 85 | -21,453 | -7.75% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 252,927 | 4,939 | 0.02% | 0.03% | 86 | -7,373 | -2.83% | Q1 2026 | May 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 252,668 | 4,935 | 0.1% | 0.11% | 87 | -5,187 | -2.01% | Q1 2026 | May 12, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 251,445 | 4,910 | 4.86% | 7.43% | 88 | -101,230 | -28.7% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 250,363 | 4,889 | 0.02% | 0.02% | 89 | +1,818 | 0.73% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | Added to | 247,019 | 4,824 | 3.83% | 3.66% | 90 | +20,881 | 9.23% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 237,498 | 4,636 | 0.34% | 0.36% | 91 | -12,602 | -5.04% | Q1 2026 | May 05, 2026 |
| CRA Financial Services, LLC | History | Added to | 237,161 | 4,631 | 0.6% | 0.53% | 92 | +28,667 | 13.75% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 234,908 | 4,587 | 0.0% | 0.0% | 93 | +216,772 | 1195.26% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Added to | 234,002 | 4,570 | 0.64% | 0.63% | 94 | +1,482 | 0.64% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 233,502 | 4,560 | 0.02% | 0.02% | 95 | +867 | 0.37% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 233,171 | 4,553 | 2.89% | 3.0% | 96 | -15,790 | -6.34% | Q1 2026 | Apr 24, 2026 |
| Horizons Wealth Management | History | Added to | 214,225 | 4,183 | 2.74% | 2.66% | 97 | +6,420 | 3.09% | Q1 2026 | Apr 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 201,253 | 3,930 | 0.25% | 0.24% | 98 | +2,168 | 1.09% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 200,802 | 3,921 | 0.29% | 0.28% | 99 | +4,924 | 2.51% | Q1 2026 | Apr 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 200,351 | 3,912 | 0.37% | 0.37% | 100 | +1,515 | 0.76% | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 197,686 | 3,860 | 1.11% | 1.18% | 101 | -1,565 | -0.79% | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Co / SC | History | Reduced | 195,992 | 3,827 | 0.52% | 0.58% | 102 | -25,995 | -11.71% | Q1 2026 | May 12, 2026 |
| Tenon Financial LLC | History | Added to | 194,906 | 3,806 | 1.5% | 1.45% | 103 | +19,420 | 11.07% | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 190,086 | 3,712 | 0.04% | 0.04% | 104 | +15,847 | 9.09% | Q1 2026 | May 05, 2026 |
| Carnegie Investment Counsel | History | Reduced | 189,027 | 3,691 | 0.07% | 0.07% | 105 | -17,324 | -8.4% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Reduced | 184,198 | 3,597 | 0.06% | 0.06% | 106 | -1,485 | -0.8% | Q1 2026 | Apr 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 183,135 | 3,585 | 0.95% | 0.95% | 107 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 180,619 | 3,527 | 0.03% | 0.05% | 108 | -34,484 | -16.03% | Q1 2026 | May 06, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 179,008 | 3,496 | 3.21% | 3.25% | 109 | -3,326 | -1.82% | Q1 2026 | Apr 08, 2026 |
| Key FInancial Inc | History | Added to | 177,413 | 3,464 | 0.62% | 0.48% | 110 | +42,164 | 31.18% | Q1 2026 | Apr 24, 2026 |
| SFE Investment Counsel | History | Reduced | 176,807 | 3,453 | 0.54% | 0.59% | 111 | -19,848 | -10.09% | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 175,187 | 3,421 | 0.06% | 0.06% | 112 | +728 | 0.42% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 173,427 | 3,387 | 0.01% | 0.01% | 113 | -21,415 | -10.99% | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 172,849 | 3,375 | 0.19% | 0.2% | 114 | -6,761 | -3.76% | Q1 2026 | Apr 28, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 167,201 | 3,265 | 2.04% | 1.72% | 115 | +11,996 | 7.73% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 163,783 | 3,198 | 0.12% | 0.11% | 116 | +9,273 | 6.0% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 161,306 | 3,150 | 0.02% | 0.03% | 117 | -616 | -0.38% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 157,854 | 3,082 | 0.81% | 0.67% | 118 | +5,927 | 3.9% | Q1 2026 | May 11, 2026 |
| Old Port Advisors | History | Reduced | 156,794 | 3,062 | 0.7% | 0.84% | 119 | -17,630 | -10.11% | Q1 2026 | Apr 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 155,078 | 3,035 | 0.02% | 0.02% | 120 | -4,300 | -2.7% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 154,839 | 3,027 | 0.3% | 0.41% | 121 | -2,690 | -1.71% | Q1 2026 | May 12, 2026 |
| Addison Advisors LLC | History | Added to | 147,036 | 2,871 | 0.63% | 0.61% | 122 | +9,363 | 6.8% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 146,228 | 2,856 | 0.05% | — | 123 | +146,228 | New | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 144,239 | 2,816 | 0.59% | 0.63% | 124 | -642 | -0.44% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 141,679 | 2,767 | 0.01% | 0.01% | 125 | -121,027 | -46.07% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 139,466 | 2,723 | 0.0% | — | 126 | +139,466 | New | Q1 2026 | May 15, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 138,329 | 2,701 | 1.55% | 1.6% | 127 | +703 | 0.51% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 135,106 | 2,638 | 0.06% | 0.07% | 128 | -4,942 | -3.53% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 134,859 | 2,633 | 1.09% | 0.88% | 129 | +17,954 | 15.36% | Q1 2026 | May 07, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 132,475 | 2,587 | 0.2% | 0.2% | 130 | -7,277 | -5.21% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 131,837 | 2,572 | 0.08% | 0.11% | 131 | -50,825 | -27.82% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 124,271 | 2,427 | 0.24% | 0.24% | 132 | -10,714 | -7.94% | Q1 2026 | May 01, 2026 |
| Keel Point, LLC | History | No change | 122,554 | 2,399 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 122,235 | 2,387 | 0.24% | 0.23% | 134 | +5,123 | 4.37% | Q1 2026 | Apr 30, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 121,335 | 2,369 | 0.99% | 1.26% | 135 | -31,953 | -20.85% | Q1 2026 | Apr 29, 2026 |
| Opulen Financial Group LLC | History | Added to | 120,318 | 2,349 | 1.65% | 1.69% | 136 | +1,566 | 1.32% | Q1 2026 | Apr 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 113,349 | 2,213 | 0.05% | — | 137 | +113,349 | New | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | Reduced | 112,310 | 2,193 | 1.68% | 1.68% | 138 | -6,167 | -5.21% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 111,720 | 2,181 | 0.05% | 0.05% | 139 | +5,877 | 5.55% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 109,618 | 2,140 | 0.0% | 0.0% | 140 | -2,057 | -1.84% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 108,203 | 2,113 | 1.9% | 1.88% | 141 | +10,626 | 10.89% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 104,746 | 2,045 | 0.02% | 0.01% | 142 | +27,861 | 36.24% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 104,345 | 2,036 | 0.02% | 0.03% | 143 | -61,178 | -36.96% | Q1 2026 | Apr 07, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 104,024 | 2,031 | 0.06% | 0.08% | 144 | -29,216 | -21.93% | Q1 2026 | Apr 09, 2026 |
| Redmond Asset Management, LLC | History | Added to | 101,886 | 1,989 | 0.54% | 0.49% | 145 | +4,065 | 4.16% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 101,559 | 1,983 | 0.02% | 0.01% | 146 | +947 | 0.94% | Q1 2026 | May 11, 2026 |
| Redwood Financial Network Corp | History | Added to | 101,527 | 1,982 | 1.3% | 1.26% | 147 | +571 | 0.57% | Q1 2026 | May 14, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 100,955 | 1,971 | 1.32% | 1.34% | 148 | +1,122 | 1.12% | Q1 2026 | May 04, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 99,747 | 1,948 | 0.47% | 0.47% | 149 | +1,012 | 1.02% | Q1 2026 | May 12, 2026 |
| SEMITAM BONAM LLC | History | Added to | 97,435 | 1,902 | 1.55% | 1.43% | 150 | +9,717 | 11.08% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 97,108 | 1,896 | 0.01% | 0.01% | 151 | +11,671 | 13.66% | Q1 2026 | May 15, 2026 |
| Aspen Investment Management Inc | History | Reduced | 95,595 | 1,867 | 0.57% | 0.81% | 152 | -41,950 | -30.5% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 93,934 | 1,834 | 0.01% | 0.01% | 153 | +7,019 | 8.08% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 92,823 | 1,815 | 0.22% | 0.19% | 154 | +14,663 | 18.76% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 92,844 | 1,813 | 0.5% | 0.55% | 155 | -3,552 | -3.68% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 91,372 | 1,784 | 0.0% | — | 156 | +91,372 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 90,680 | 1,770 | 0.0% | 0.0% | 157 | -18,361 | -16.84% | Q1 2026 | May 12, 2026 |
| MORTON COMMUNITY BANK | History | Reduced | 89,765 | 1,753 | 0.38% | 0.42% | 158 | -9,595 | -9.66% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 88,377 | 1,726 | 0.06% | 0.06% | 159 | +4,986 | 5.98% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | New | 88,138 | 1,721 | 0.06% | — | 160 | +88,138 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 88,003 | 1,718 | 0.0% | — | 161 | +88,003 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 85,409 | 1,668 | 0.02% | 0.01% | 162 | +35,715 | 71.87% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 84,775 | 1,655 | 0.0% | 0.0% | 163 | +9,093 | 12.01% | Q1 2026 | Apr 27, 2026 |
| Tempo Wealth, LLC | History | Added to | 84,386 | 1,648 | 0.29% | 0.26% | 164 | +10,320 | 13.93% | Q1 2026 | May 14, 2026 |
| Gambit Capital Management, LLC | History | Reduced | 81,193 | 1,585 | 1.09% | 1.36% | 165 | -15,657 | -16.17% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 80,517 | 1,572 | 0.06% | 0.07% | 166 | -2,740 | -3.29% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 80,450 | 1,571 | 0.01% | 0.01% | 167 | -14,529 | -15.3% | Q1 2026 | Apr 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 76,433 | 1,492 | 0.02% | — | 168 | +76,433 | New | Q1 2026 | May 15, 2026 |
| Sidoxia Capital Management, LLC | History | New | 75,263 | 1,469 | 1.27% | — | 169 | +75,263 | New | Q1 2026 | May 11, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 71,635 | 1,399 | 0.37% | 0.35% | 170 | +4,954 | 7.43% | Q1 2026 | Apr 09, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 71,038 | 1,387 | 0.74% | 0.75% | 171 | +2,057 | 2.98% | Q1 2026 | May 01, 2026 |
| True Vision MN LLC | History | Added to | 70,292 | 1,372 | 0.71% | 0.69% | 172 | +837 | 1.21% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | Reduced | 69,295 | 1,353 | 0.14% | 0.14% | 173 | -795 | -1.13% | Q1 2026 | May 13, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 69,120 | 1,349 | 0.46% | 0.47% | 174 | +4,685 | 7.27% | Q1 2026 | Apr 21, 2026 |
| Ballew Advisors, Inc | History | Added to | 68,122 | 1,332 | 0.75% | 0.75% | 175 | +40 | 0.06% | Q1 2026 | Apr 10, 2026 |
| Strid Group, LLC | History | Added to | 68,082 | 1,329 | 0.16% | 0.16% | 176 | +691 | 1.03% | Q1 2026 | Apr 29, 2026 |
| Flaharty Asset Management, LLC | History | No change | 67,901 | 1,326 | 0.16% | 0.17% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apeiron RIA LLC | History | Added to | 66,222 | 1,293 | 0.3% | 0.23% | 178 | +9,030 | 15.79% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Reduced | 62,624 | 1,224 | 0.03% | 0.06% | 179 | -14,983 | -19.31% | Q1 2026 | May 14, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 62,237 | 1,215 | 0.99% | 1.0% | 180 | -711 | -1.13% | Q1 2026 | Apr 29, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 61,141 | 1,194 | 0.49% | 0.47% | 181 | -160 | -0.26% | Q1 2026 | May 07, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 60,829 | 1,187 | 0.06% | 0.05% | 182 | +12,738 | 26.49% | Q1 2026 | May 12, 2026 |
| River Wealth Advisors LLC | History | Reduced | 60,552 | 1,182 | 0.14% | 0.24% | 183 | -51,004 | -45.72% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 60,455 | 1,180 | 0.02% | 0.02% | 184 | +20,077 | 49.72% | Q1 2026 | May 15, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 60,385 | 1,179 | 0.56% | 0.51% | 185 | -1,394 | -2.26% | Q1 2026 | Apr 10, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 59,473 | 1,161 | 0.4% | 0.37% | 186 | +5,444 | 10.08% | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 58,918 | 1,150 | 0.05% | 0.06% | 187 | -13,397 | -18.53% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | No change | 58,252 | 1,137 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 57,664 | 1,126 | 1.06% | 1.0% | 189 | +3,640 | 6.74% | Q1 2026 | May 08, 2026 |
| Vantage Point Financial LLC | History | Reduced | 57,559 | 1,124 | 0.39% | 0.41% | 190 | -1,105 | -1.88% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Reduced | 57,414 | 1,122 | 0.03% | 0.03% | 191 | -3,358 | -5.53% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | No change | 56,506 | 1,103 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Proficio Capital Partners LLC | History | Added to | 55,789 | 1,089 | 0.06% | 0.08% | 193 | +567 | 1.03% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,995 | 1,074 | 0.01% | 0.02% | 194 | -3,685 | -6.28% | Q1 2026 | May 15, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 54,988 | 1,073 | 0.16% | 0.14% | 195 | -785 | -1.41% | Q1 2026 | May 01, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 54,502 | 1,063 | 0.23% | 0.24% | 196 | +224 | 0.41% | Q1 2026 | Apr 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 53,885 | 1,052 | 0.14% | 0.1% | 197 | +16,115 | 42.67% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 52,944 | 1,036 | 0.02% | 0.02% | 198 | -1,848 | -3.37% | Q1 2026 | Apr 20, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 52,380 | 1,022 | 0.15% | 0.21% | 199 | -17,983 | -25.56% | Q1 2026 | Apr 16, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 51,812 | 1,011 | 0.01% | 0.01% | 200 | +2,492 | 5.05% | Q1 2026 | May 07, 2026 |
| Net Worth Advisory Group | History | Added to | 51,385 | 1,003 | 0.21% | 0.19% | 201 | +2,177 | 4.42% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 50,918 | 993 | 0.05% | 0.05% | 202 | +123 | 0.24% | Q1 2026 | May 12, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 50,685 | 989 | 0.15% | 0.17% | 203 | -5,237 | -9.36% | Q1 2026 | Apr 08, 2026 |
| XY Planning Network, Inc. | History | Reduced | 50,636 | 988 | 0.16% | 0.27% | 204 | -29,964 | -37.18% | Q1 2026 | Apr 14, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 49,496 | 966 | 0.29% | 0.21% | 205 | +13,875 | 38.95% | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 49,406 | 964 | 0.02% | 0.03% | 206 | -15,788 | -24.22% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 49,177 | 960 | 0.0% | 0.01% | 207 | -12,099 | -19.75% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 48,693 | 950 | 0.08% | 0.08% | 208 | -1,463 | -2.92% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 46,314 | 904 | 0.0% | 0.0% | 209 | +5,195 | 12.63% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | Reduced | 46,064 | 899 | 0.37% | 0.39% | 210 | -459 | -0.99% | Q1 2026 | Apr 20, 2026 |
| FC Advisory LLC | History | Reduced | 45,818 | 894 | 0.26% | 0.26% | 211 | -1,120 | -2.39% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 45,117 | 883 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 44,641 | 871 | 0.12% | 0.14% | 213 | -5,853 | -11.59% | Q1 2026 | Apr 15, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 44,261 | 864 | 0.43% | 0.4% | 214 | +2,877 | 6.95% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,053 | 860 | 0.01% | 0.02% | 215 | -11,123 | -20.16% | Q1 2026 | May 13, 2026 |
| Western Financial Corp/CA | History | Reduced | 43,408 | 847 | 0.33% | 0.35% | 216 | -1,407 | -3.14% | Q1 2026 | Apr 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 43,346 | 846 | 0.05% | 0.05% | 217 | +438 | 1.02% | Q1 2026 | May 13, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 42,500 | 830 | 0.03% | 0.04% | 218 | -2,481 | -5.52% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 41,886 | 818 | 0.01% | 0.03% | 219 | -71,237 | -62.97% | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 41,854 | 816 | 0.23% | 0.28% | 220 | -1,100 | -2.56% | Q1 2026 | Apr 27, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 41,534 | 811 | 0.47% | 0.5% | 221 | -2,534 | -5.75% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,034 | 801 | 0.02% | 0.02% | 223 | +15,802 | 62.63% | Q1 2026 | May 11, 2026 |
| First City Capital Management, Inc. | History | Added to | 41,021 | 801 | 0.42% | 0.35% | 222 | +6,950 | 20.4% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 40,232 | 785 | 0.01% | 0.01% | 224 | +3,880 | 10.67% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 39,841 | 778 | 0.37% | 0.39% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 39,446 | 770 | 0.23% | 0.24% | 226 | -904 | -2.24% | Q1 2026 | May 08, 2026 |
| Cynosure Group, LLC | History | No change | 39,132 | 764 | 0.1% | 0.08% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 39,088 | 763 | 0.18% | 0.15% | 228 | +5,624 | 16.81% | Q1 2026 | Apr 29, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 38,864 | 759 | 0.05% | 0.09% | 229 | +4,806 | 14.11% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 38,143 | 744 | 0.09% | 0.16% | 230 | -20,726 | -35.21% | Q1 2026 | Apr 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 37,807 | 738 | 0.01% | 0.01% | 231 | +7,052 | 22.93% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 37,777 | 737 | 0.03% | 0.04% | 232 | -11,791 | -23.79% | Q1 2026 | May 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 36,070 | 704 | 0.0% | 0.0% | 233 | +32,842 | 1017.41% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 36,013 | 704 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 36,011 | 703 | 0.14% | 0.15% | 235 | -4,216 | -10.48% | Q1 2026 | May 01, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 35,675 | 696 | 0.15% | 0.15% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 35,636 | 695 | 0.4% | 0.39% | 237 | -1,341 | -3.63% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 35,245 | 688 | 0.01% | 0.01% | 238 | +207 | 0.59% | Q1 2026 | May 18, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 35,190 | 687 | 0.45% | 0.44% | 239 | +257 | 0.74% | Q1 2026 | Apr 24, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 34,080 | 665 | 0.02% | 0.02% | 240 | -297 | -0.86% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 33,867 | 661 | 0.15% | 0.12% | 241 | +6,650 | 24.43% | Q1 2026 | Apr 16, 2026 |
| Towne Trust Company, N.A | History | Reduced | 33,733 | 658 | 0.21% | 0.21% | 242 | -300 | -0.88% | Q1 2026 | Apr 22, 2026 |
| Financial Life Planners | History | Added to | 33,061 | 645 | 0.49% | 0.46% | 243 | +335 | 1.02% | Q1 2026 | Apr 24, 2026 |
| SMI Advisory Services, LLC | History | Added to | 32,842 | 641 | 0.11% | 0.11% | 244 | +860 | 2.69% | Q1 2026 | Apr 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 32,730 | 639 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 32,365 | 632 | 0.55% | 0.35% | 246 | +12,262 | 61.0% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 32,078 | 626 | 0.0% | 0.0% | 247 | -13,665 | -29.87% | Q1 2026 | May 15, 2026 |
| JM2 Capital Inc. | History | Added to | 31,986 | 624 | 0.52% | 0.49% | 248 | +947 | 3.05% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 31,632 | 617 | 0.05% | 0.22% | 249 | -97,906 | -75.58% | Q1 2026 | Apr 08, 2026 |
| Newport Capital Group, LLC | History | Reduced | 31,194 | 609 | 0.37% | 0.38% | 250 | -855 | -2.67% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 30,599 | 598 | 0.0% | — | 251 | +30,599 | New | Q1 2026 | Apr 07, 2026 |
| GS Investments, Inc. | History | Reduced | 30,615 | 597 | 0.34% | 0.33% | 252 | -600 | -1.92% | Q1 2026 | May 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 30,515 | 595 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealth Quarterback LLC | History | Added to | 29,218 | 570 | 0.22% | 0.18% | 254 | +3,583 | 13.98% | Q1 2026 | Apr 09, 2026 |
| Berkshire Money Management, Inc. | History | No change | 28,942 | 565 | 0.06% | 0.05% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | No change | 28,785 | 562 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 28,754 | 561 | 0.01% | 0.01% | 257 | -2,488 | -7.96% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | Added to | 28,497 | 556 | 0.04% | 0.04% | 258 | +686 | 2.47% | Q1 2026 | Apr 08, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 28,504 | 556 | 0.18% | 0.2% | 260 | -498 | -1.72% | Q1 2026 | Apr 20, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 28,470 | 556 | 0.12% | 0.12% | 259 | +201 | 0.71% | Q1 2026 | Apr 10, 2026 |
| RMR Wealth Builders | History | Added to | 28,328 | 553 | 0.04% | 0.04% | 261 | +144 | 0.51% | Q1 2026 | Apr 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 28,110 | 548 | 0.03% | 0.04% | 262 | -500 | -1.75% | Q1 2026 | May 05, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 28,016 | 547 | 0.11% | 0.05% | 263 | +14,828 | 112.44% | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Reduced | 27,712 | 541 | 0.07% | 0.07% | 264 | -2,299 | -7.66% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Reduced | 27,195 | 531 | 0.0% | 0.0% | 265 | -18,830 | -40.91% | Q1 2026 | May 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,204 | 531 | 0.04% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,027 | 527 | 0.01% | 0.0% | 267 | +6,344 | 30.67% | Q1 2026 | May 01, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 26,770 | 522 | 0.27% | 0.29% | 268 | +331 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 26,577 | 519 | 0.28% | 0.29% | 269 | -89 | -0.33% | Q1 2026 | Apr 24, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,495 | 517 | 0.04% | 0.04% | 270 | +83 | 0.31% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 26,309 | 513 | 0.0% | 0.0% | 271 | +267 | 1.03% | Q1 2026 | May 14, 2026 |
| Sun Financial Inc | History | Reduced | 26,144 | 511 | 0.26% | 0.31% | 272 | -1,894 | -6.76% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 25,875 | 506 | 0.36% | 0.36% | 273 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 25,519 | 498 | 0.01% | 0.01% | 274 | -73 | -0.29% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | Reduced | 25,115 | 490 | 0.07% | 0.07% | 275 | -500 | -1.95% | Q1 2026 | May 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 25,056 | 489 | 0.07% | 0.05% | 277 | +5,824 | 30.28% | Q1 2026 | May 01, 2026 |
| Blossom Wealth Management | History | Reduced | 25,075 | 489 | 0.73% | 0.82% | 276 | -250 | -0.99% | Q1 2026 | Apr 28, 2026 |
| Sensible Money, LLC | History | Added to | 24,803 | 484 | 0.15% | 0.15% | 279 | +94 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | No change | 24,788 | 484 | 0.09% | 0.09% | 278 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 24,770 | 483 | 0.02% | 0.02% | 280 | +886 | 3.71% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 24,671 | 481 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Heron Bay Capital Management | History | Reduced | 24,325 | 475 | 0.04% | 0.1% | 282 | -3,125 | -11.38% | Q1 2026 | May 13, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 23,821 | 465 | 0.13% | 0.25% | 283 | -18,956 | -44.31% | Q1 2026 | Apr 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 23,768 | 464 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,658 | 442 | 0.01% | 0.01% | 285 | -376 | -1.63% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 21,935 | 428 | 0.0% | 0.0% | 286 | +2,851 | 14.94% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 21,127 | 412 | 0.01% | 0.01% | 287 | +173 | 0.83% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 20,819 | 406 | 0.01% | 0.03% | 288 | -19,990 | -48.98% | Q1 2026 | May 06, 2026 |
| Seek First Inc. | History | Reduced | 20,760 | 405 | 0.29% | 0.3% | 289 | -1,403 | -6.33% | Q1 2026 | Apr 23, 2026 |
| Blue Line Capital, LLC / IL | History | Reduced | 20,337 | 397 | 0.45% | 0.53% | 290 | -2,783 | -12.04% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,122 | 392 | 0.0% | 0.0% | 291 | -3 | -0.01% | Q1 2026 | Apr 30, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 20,040 | 391 | 0.02% | 0.02% | 292 | -148 | -0.73% | Q1 2026 | Apr 29, 2026 |
| Intrua Financial, LLC | History | No change | 20,009 | 390 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 19,879 | 388 | 0.13% | 0.14% | 294 | -60 | -0.3% | Q1 2026 | Apr 23, 2026 |
| Certified Advisory Corp | History | Reduced | 19,834 | 387 | 0.03% | 0.04% | 295 | -1,924 | -8.84% | Q1 2026 | Apr 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 18,776 | 366 | 0.09% | 0.1% | 296 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,691 | 365 | 0.0% | 0.0% | 297 | -885 | -4.52% | Q1 2026 | May 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 18,300 | 357 | 0.02% | 0.02% | 298 | -1,494 | -7.55% | Q1 2026 | Apr 30, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 17,922 | 350 | 0.07% | 0.08% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | No change | 17,870 | 349 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q1 2026 | May 13, 2026 |