Invesco Exchange-Traded Self-Indexed Fund Trust - BSCR
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 | Added to | 70,691,925 | 1,400,120 | 4.28% | 3.94% | 1 | +3,854,896 | 5.77% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 10,310,732 | 202,348 | 0.01% | 0.01% | 2 | -71,284 | -0.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,230,609 | 161,525 | 0.02% | 0.01% | 3 | +4,010,978 | 95.06% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,284,086 | 142,950 | 0.03% | 0.03% | 4 | +119,989 | 1.67% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 7,170,992 | 140,730 | 0.04% | 0.04% | 5 | +432,062 | 6.41% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,036,134 | 118,459 | 0.04% | 0.03% | 6 | +1,780,297 | 41.83% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,588,500 | 109,674 | 0.01% | 0.01% | 7 | +571,979 | 11.4% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,693,513 | 72,485 | 0.01% | 0.01% | 8 | +242,992 | 7.04% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 3,055,562 | 59,965 | 0.34% | 0.33% | 9 | +147,628 | 5.08% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,649,128 | 51,989 | 2.51% | 2.9% | 10 | +122,122 | 4.83% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,390,339 | 46,909 | 0.01% | 0.01% | 11 | +554,441 | 30.2% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,202,366 | 43,221 | 1.23% | 1.46% | 12 | -174,993 | -7.36% | Q1 2026 | Apr 09, 2026 |
| SNS Financial Group, LLC | History | Added to | 1,914,503 | 37,572 | 3.24% | 3.09% | 13 | +96,668 | 5.32% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,808,289 | 35,487 | 0.1% | 0.09% | 14 | -116,487 | -6.05% | Q1 2026 | May 04, 2026 |
| DAVIS R M INC | History | Added to | 1,725,794 | 33,868 | 0.6% | 0.57% | 15 | +59,833 | 3.59% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 1,512,678 | 29,686 | 0.34% | 0.34% | 16 | +24,934 | 1.68% | Q1 2026 | Apr 16, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,370,872 | 26,903 | 2.09% | 2.05% | 17 | +62,392 | 4.77% | Q1 2026 | May 07, 2026 |
| TLWM | History | Added to | 1,315,656 | 25,819 | 4.65% | 4.4% | 18 | +99,220 | 8.16% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,311,492 | 25,748 | 0.04% | 0.03% | 19 | +106,821 | 8.87% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,229,743 | 24,133 | 2.01% | 1.95% | 20 | +14,811 | 1.22% | Q1 2026 | May 01, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,188,847 | 23,331 | 2.19% | 2.05% | 21 | +188,152 | 18.8% | Q1 2026 | Apr 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,185,495 | 23,265 | 0.45% | 0.41% | 22 | +73,741 | 6.63% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,180,122 | 23,159 | 0.02% | 0.02% | 23 | +17,446 | 1.5% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,149,254 | 22,554 | 0.06% | 0.06% | 24 | +54,684 | 5.0% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,124,927 | 22,076 | 0.04% | 0.05% | 25 | -444,160 | -28.31% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,065,599 | 20,912 | 0.01% | 0.01% | 26 | +143,855 | 15.61% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,065,504 | 20,899 | 0.0% | 0.01% | 27 | -72,997 | -6.41% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 999,758 | 19,620 | 0.03% | 0.04% | 28 | +6,613 | 0.67% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 942,629 | 18,499 | 0.03% | 0.03% | 29 | -112,210 | -10.64% | Q1 2026 | May 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 926,547 | 18,183 | 2.29% | 2.23% | 30 | +10,686 | 1.17% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 882,010 | 17,410 | 1.14% | 1.14% | 31 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 850,379 | 16,688 | 0.83% | 0.8% | 32 | +72,510 | 9.32% | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 838,926 | 16,463 | 0.18% | — | 33 | +838,926 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 803,989 | 15,778 | 0.02% | 0.01% | 34 | +350,594 | 77.33% | Q1 2026 | May 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 796,038 | 15,622 | 3.23% | 1.65% | 35 | +379,146 | 90.95% | Q1 2026 | Apr 21, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 772,551 | 15,161 | 2.76% | 2.85% | 36 | +17,523 | 2.32% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | Added to | 677,778 | 13,301 | 0.01% | 0.01% | 37 | +31,933 | 4.94% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 658,730 | 12,928 | 0.03% | 0.03% | 38 | -104,453 | -13.69% | Q1 2026 | Apr 22, 2026 |
| Goepper Burkhardt LLC | History | Added to | 640,877 | 12,577 | 4.2% | 3.72% | 39 | +62,582 | 10.82% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 600,970 | 11,794 | 0.15% | 0.11% | 40 | +167,503 | 38.64% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 591,655 | 11,611 | 0.06% | 0.06% | 41 | +77,298 | 15.03% | Q1 2026 | May 05, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 564,899 | 11,086 | 0.47% | 0.46% | 42 | +4,658 | 0.83% | Q1 2026 | Apr 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 550,755 | 10,808 | 2.95% | 3.01% | 43 | +40,276 | 7.89% | Q1 2026 | Apr 09, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 547,416 | 10,743 | 6.05% | 5.8% | 44 | +37,622 | 7.38% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 542,892 | 10,654 | 0.01% | 0.01% | 45 | +35,269 | 6.95% | Q1 2026 | Apr 27, 2026 |
| Straight Path Wealth Management | History | Added to | 541,776 | 10,632 | 2.84% | 2.76% | 46 | +23,674 | 4.57% | Q1 2026 | Apr 22, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 536,210 | 10,523 | 1.48% | 2.32% | 47 | -99,726 | -15.68% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 534,314 | 10,464 | 0.01% | 0.0% | 48 | +119,430 | 28.79% | Q1 2026 | May 15, 2026 |
| Red Spruce Capital, LLC | History | Added to | 522,187 | 10,247 | 4.21% | 2.61% | 49 | +204,567 | 64.41% | Q1 2026 | Apr 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 518,415 | 10,173 | 1.48% | 1.37% | 50 | +30,500 | 6.25% | Q1 2026 | Apr 20, 2026 |
| Ironwood Financial, llc | History | Reduced | 516,473 | 10,135 | 1.77% | 1.75% | 51 | -7,563 | -1.44% | Q1 2026 | Apr 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 512,067 | 10,049 | 2.12% | 2.12% | 52 | +3,037 | 0.6% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 504,406 | 9,898 | 0.01% | 0.01% | 53 | +26,926 | 5.64% | Q1 2026 | Apr 27, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 499,426 | 9,801 | 0.21% | 0.2% | 54 | +29,304 | 6.23% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 478,564 | 9,391 | 0.82% | 0.77% | 55 | +15,408 | 3.33% | Q1 2026 | Apr 15, 2026 |
| Legacy Private Trust Co. | History | Added to | 475,122 | 9,324 | 0.57% | 0.51% | 56 | +38,970 | 8.93% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 457,033 | 8,969 | 0.08% | 0.12% | 57 | -9,352 | -2.01% | Q1 2026 | May 06, 2026 |
| Sound Stewardship, LLC | History | Added to | 431,939 | 8,476 | 3.88% | 3.88% | 58 | +21,574 | 5.26% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 420,016 | 8,242 | 0.2% | 0.33% | 59 | -223,880 | -34.77% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Added to | 416,101 | 8,165 | 0.63% | 0.57% | 60 | +29,197 | 7.55% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 415,493 | 8,154 | 0.01% | 0.01% | 61 | +62,873 | 17.83% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 396,927 | 7,789 | 0.16% | 0.15% | 62 | +21,401 | 5.7% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Added to | 394,234 | 7,736 | 1.6% | 1.53% | 63 | +27,656 | 7.54% | Q1 2026 | Apr 09, 2026 |
| BCS Wealth Management | History | Reduced | 390,815 | 7,669 | 1.57% | 1.6% | 64 | -409,400 | -51.16% | Q1 2026 | Apr 17, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 380,685 | 7,470 | 4.09% | 3.78% | 65 | +41,177 | 12.13% | Q1 2026 | Apr 09, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 378,608 | 7,430 | 0.88% | 0.82% | 66 | +20,414 | 5.7% | Q1 2026 | Apr 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 372,338 | 7,307 | 4.88% | 4.75% | 67 | +21,134 | 6.02% | Q1 2026 | May 04, 2026 |
| FCA CORP /TX | History | Added to | 349,037 | 6,849 | 1.93% | 1.76% | 68 | +33,404 | 10.58% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 343,563 | 6,754 | 1.52% | 2.02% | 69 | -96,456 | -21.92% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 343,489 | 6,740 | 0.13% | 0.12% | 70 | +14,277 | 4.34% | Q1 2026 | May 01, 2026 |
| ProVise Management Group, LLC | History | Added to | 343,054 | 6,732 | 0.48% | 0.4% | 71 | +55,331 | 19.23% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 339,985 | 6,672 | 0.03% | 0.03% | 72 | +52,108 | 18.1% | Q1 2026 | Apr 24, 2026 |
| Gryphon Financial Partners LLC | History | No change | 331,295 | 6,501 | 0.67% | 0.7% | 73 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| River Street Advisors LLC | History | Added to | 316,086 | 6,203 | 2.1% | 1.14% | 74 | +161,549 | 104.54% | Q1 2026 | Apr 21, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 311,024 | 6,114 | 0.6% | 0.8% | 75 | +3,403 | 1.11% | Q1 2026 | May 12, 2026 |
| SFE Investment Counsel | History | Added to | 311,240 | 6,108 | 0.96% | 0.86% | 76 | +28,046 | 9.9% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 299,053 | 5,868 | 0.77% | 0.69% | 77 | +31,017 | 11.57% | Q1 2026 | May 04, 2026 |
| CVFG LLC | History | New | 296,316 | 5,815 | 0.72% | — | 78 | +296,316 | New | Q1 2026 | Apr 29, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 296,000 | 5,809 | 1.26% | 1.24% | 79 | +4,380 | 1.5% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 292,908 | 5,748 | 0.02% | 0.02% | 80 | -413 | -0.14% | Q1 2026 | Apr 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 288,096 | 5,653 | 2.38% | 2.4% | 81 | +9,658 | 3.47% | Q1 2026 | May 11, 2026 |
| Farnam Financial LLC | History | Added to | 286,165 | 5,615 | 4.62% | 4.16% | 82 | +6,347 | 2.27% | Q1 2026 | Apr 27, 2026 |
| Paradiem, LLC | History | Added to | 283,777 | 5,569 | 1.23% | 0.54% | 83 | +169,744 | 148.86% | Q1 2026 | May 04, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 281,205 | 5,518 | 2.14% | 1.62% | 84 | +91,102 | 47.92% | Q1 2026 | Apr 22, 2026 |
| Souders Financial Advisors | History | Added to | 276,660 | 5,429 | 0.62% | 0.62% | 85 | +2,382 | 0.87% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 275,122 | 5,399 | 0.38% | 0.72% | 86 | +12,496 | 4.76% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 267,747 | 5,254 | 0.03% | 0.02% | 87 | +158,665 | 145.45% | Q1 2026 | May 15, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 265,173 | 5,204 | 3.23% | 2.73% | 88 | +45,645 | 20.79% | Q1 2026 | May 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 262,980 | 5,160 | 0.04% | 0.06% | 89 | +27,463 | 11.66% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 255,117 | 5,036 | 0.03% | 0.03% | 90 | +6,146 | 2.47% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Added to | 253,094 | 4,966 | 3.95% | 3.89% | 91 | +14,926 | 6.27% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 243,953 | 4,787 | 0.65% | 0.65% | 92 | -2,580 | -1.05% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 239,136 | 4,693 | 0.02% | 0.02% | 93 | +15,329 | 6.85% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 239,097 | 4,692 | 0.44% | 0.38% | 94 | +32,189 | 15.56% | Q1 2026 | Apr 17, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 237,742 | 4,676 | 1.29% | 1.13% | 95 | +33,543 | 16.43% | Q1 2026 | Apr 16, 2026 |
| Trilogy Capital Inc. | History | Added to | 236,290 | 4,637 | 0.2% | 0.2% | 96 | +8,592 | 3.77% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 233,328 | 4,579 | 0.0% | — | 97 | +233,328 | New | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Added to | 232,541 | 4,563 | 0.63% | 0.63% | 98 | +1,461 | 0.63% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 228,405 | 4,483 | 0.1% | 0.11% | 99 | +10,354 | 4.75% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 228,215 | 4,478 | 0.02% | 0.02% | 100 | -15,518 | -6.37% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 224,376 | 4,403 | 0.06% | 0.06% | 101 | +1,040 | 0.47% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 224,014 | 4,396 | 0.57% | 0.51% | 102 | +27,561 | 14.03% | Q1 2026 | Apr 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 212,632 | 4,172 | 0.29% | 0.3% | 103 | +7,430 | 3.62% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 207,813 | 4,078 | 0.01% | 0.0% | 104 | +127,997 | 160.37% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 205,799 | 4,038 | 0.0% | 0.0% | 105 | +46,543 | 29.23% | Q1 2026 | May 07, 2026 |
| Old Port Advisors | History | Reduced | 201,995 | 3,964 | 0.91% | 0.98% | 106 | -1,117 | -0.55% | Q1 2026 | Apr 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 198,629 | 3,898 | 0.22% | 0.23% | 107 | -919 | -0.46% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 198,321 | 3,892 | 0.04% | 0.04% | 108 | +16,850 | 9.29% | Q1 2026 | May 05, 2026 |
| Horizons Wealth Management | History | Added to | 197,215 | 3,870 | 2.54% | 2.45% | 109 | +7,633 | 4.03% | Q1 2026 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | New | 194,045 | 3,808 | 0.0% | — | 110 | +194,045 | New | Q1 2026 | May 15, 2026 |
| Aspen Investment Management Inc | History | Reduced | 190,643 | 3,741 | 1.15% | 1.14% | 111 | -1,402 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 187,879 | 3,687 | 1.01% | 1.05% | 112 | +5,255 | 2.88% | Q1 2026 | May 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 186,132 | 3,652 | 0.29% | 0.27% | 113 | +3,958 | 2.17% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 184,804 | 3,627 | 0.06% | 0.05% | 114 | +16,653 | 9.9% | Q1 2026 | Apr 14, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 183,443 | 3,600 | 3.31% | 3.33% | 115 | -1,847 | -1.0% | Q1 2026 | Apr 08, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 180,894 | 3,550 | 1.03% | 1.0% | 116 | +3,710 | 2.09% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 179,087 | 3,514 | 0.03% | 0.03% | 117 | +5,193 | 2.99% | Q1 2026 | May 15, 2026 |
| Tenon Financial LLC | History | Added to | 178,875 | 3,510 | 1.38% | 1.33% | 118 | +19,280 | 12.08% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 175,813 | 3,450 | 0.06% | 0.06% | 119 | -793 | -0.45% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 171,511 | 3,365 | 0.01% | 0.01% | 120 | +14,917 | 9.53% | Q1 2026 | May 14, 2026 |
| Livet Wealth, LLC | History | Added to | 167,578 | 3,288 | 2.09% | 1.9% | 121 | +11,018 | 7.04% | Q1 2026 | Apr 24, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 164,623 | 3,230 | 0.24% | 0.23% | 122 | +6,647 | 4.21% | Q1 2026 | Apr 15, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 160,815 | 3,155 | 3.12% | 3.01% | 123 | +19,236 | 13.59% | Q1 2026 | May 14, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 157,936 | 3,099 | 1.93% | 1.67% | 124 | +8,555 | 5.73% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Reduced | 157,294 | 3,086 | 0.28% | 0.3% | 125 | -710 | -0.45% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 157,291 | 3,083 | 0.0% | 0.0% | 126 | +151,966 | 2853.82% | Q1 2026 | May 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 154,878 | 3,039 | 0.63% | 0.6% | 127 | +18,556 | 13.61% | Q1 2026 | Apr 15, 2026 |
| Addison Advisors LLC | History | Added to | 152,758 | 2,997 | 0.66% | 0.63% | 128 | +11,196 | 7.91% | Q1 2026 | May 08, 2026 |
| TFR Capital, LLC. | History | Added to | 152,110 | 2,985 | 0.92% | 0.98% | 129 | +1,839 | 1.22% | Q1 2026 | May 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 146,333 | 2,876 | 0.08% | 0.11% | 130 | +12,405 | 9.26% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 146,250 | 2,870 | 0.11% | 0.1% | 131 | +7,859 | 5.68% | Q1 2026 | May 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 138,378 | 2,715 | 0.44% | 0.5% | 132 | -8,604 | -5.85% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Added to | 136,541 | 2,679 | 0.48% | 0.36% | 133 | +37,152 | 37.38% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 135,276 | 2,654 | 0.01% | 0.01% | 134 | -1,338 | -0.98% | Q1 2026 | May 08, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 131,000 | 2,570 | 2.26% | 1.83% | 135 | -3,468 | -2.58% | Q1 2026 | May 04, 2026 |
| Opulen Financial Group LLC | History | Added to | 123,328 | 2,420 | 1.7% | 1.63% | 136 | +9,911 | 8.74% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 115,969 | 2,275 | 0.03% | 0.03% | 137 | -2,777 | -2.34% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 114,053 | 2,240 | 0.0% | 0.01% | 138 | -99,321 | -46.55% | Q1 2026 | Apr 08, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 112,555 | 2,208 | 0.73% | 1.02% | 139 | -43,868 | -28.04% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 112,331 | 2,204 | 0.01% | 0.01% | 140 | +10,940 | 10.79% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 110,190 | 2,162 | 0.05% | 0.05% | 141 | +5,763 | 5.52% | Q1 2026 | May 15, 2026 |
| Tempo Wealth, LLC | History | Added to | 108,628 | 2,131 | 0.37% | 0.26% | 142 | +35,627 | 48.8% | Q1 2026 | May 14, 2026 |
| Oder Investment Management, LLC | History | Added to | 106,875 | 2,097 | 1.61% | 1.47% | 143 | +3,902 | 3.79% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 106,670 | 2,093 | 0.0% | 0.0% | 144 | -509 | -0.47% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 106,330 | 2,086 | 0.04% | — | 145 | +106,330 | New | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 105,360 | 2,067 | 1.86% | 1.74% | 146 | +16,089 | 18.02% | Q1 2026 | May 05, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 99,738 | 1,957 | 1.03% | 1.11% | 148 | -7,822 | -7.27% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Reduced | 99,759 | 1,957 | 0.14% | 0.15% | 147 | -5,264 | -5.01% | Q1 2026 | May 05, 2026 |
| Roundview Capital LLC | History | No change | 97,750 | 1,918 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEMITAM BONAM LLC | History | Added to | 96,909 | 1,901 | 1.55% | 1.43% | 150 | +9,621 | 11.02% | Q1 2026 | Apr 21, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 91,253 | 1,790 | 1.08% | 1.18% | 151 | -9,547 | -9.47% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 90,189 | 1,770 | 0.02% | 0.03% | 152 | -67,046 | -42.64% | Q1 2026 | Apr 07, 2026 |
| Redmond Asset Management, LLC | History | Added to | 88,916 | 1,744 | 0.48% | 0.44% | 153 | +508 | 0.57% | Q1 2026 | May 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 86,899 | 1,709 | 0.21% | 0.18% | 154 | +14,401 | 19.86% | Q1 2026 | Apr 22, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 85,611 | 1,680 | 0.41% | 0.4% | 155 | +885 | 1.04% | Q1 2026 | May 12, 2026 |
| Redwood Financial Network Corp | History | Added to | 85,069 | 1,669 | 1.09% | 1.02% | 156 | +4,170 | 5.15% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 84,991 | 1,667 | 0.03% | — | 157 | +84,991 | New | Q1 2026 | May 01, 2026 |
| Gambit Capital Management, LLC | History | Added to | 84,643 | 1,661 | 1.14% | 1.06% | 158 | +9,798 | 13.09% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 84,417 | 1,656 | 0.67% | 0.66% | 159 | -1,267 | -1.48% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,983 | 1,648 | 0.0% | 0.0% | 160 | +50,149 | 148.22% | Q1 2026 | May 01, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 83,916 | 1,646 | 0.25% | 0.26% | 161 | -1,244 | -1.46% | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 82,515 | 1,619 | 0.01% | 0.01% | 162 | +288 | 0.35% | Q1 2026 | May 11, 2026 |
| Newport Capital Group, LLC | History | No change | 82,409 | 1,617 | 0.99% | 0.99% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 82,389 | 1,616 | 0.07% | 0.07% | 164 | -6,293 | -7.1% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 81,490 | 1,599 | 0.02% | 0.02% | 165 | +20,202 | 32.96% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 80,517 | 1,580 | 0.06% | — | 166 | +80,517 | New | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 79,879 | 1,567 | 0.41% | 0.33% | 167 | +5,312 | 7.12% | Q1 2026 | May 11, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 78,953 | 1,549 | 0.15% | 0.15% | 168 | +1,625 | 2.1% | Q1 2026 | Apr 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 78,150 | 1,533 | 0.05% | 0.07% | 169 | -20,212 | -20.55% | Q1 2026 | May 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 76,398 | 1,499 | 0.62% | 0.55% | 170 | +4,559 | 6.35% | Q1 2026 | May 07, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 76,101 | 1,493 | 0.39% | 0.38% | 171 | +4,615 | 6.46% | Q1 2026 | Apr 09, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 72,622 | 1,425 | 0.76% | 0.78% | 172 | +2,080 | 2.95% | Q1 2026 | May 01, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 70,688 | 1,387 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ArborFi Advisors, LLC | History | Added to | 69,686 | 1,367 | 1.12% | 1.07% | 174 | +2,911 | 4.36% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 69,608 | 1,366 | 0.0% | 0.0% | 175 | +24,807 | 55.37% | Q1 2026 | May 13, 2026 |
| Heritage Trust Co | History | Added to | 68,830 | 1,350 | 0.14% | 0.13% | 176 | +5,058 | 7.93% | Q1 2026 | May 13, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 68,598 | 1,346 | 0.46% | 0.47% | 177 | +4,640 | 7.25% | Q1 2026 | Apr 21, 2026 |
| River Wealth Advisors LLC | History | Reduced | 67,950 | 1,333 | 0.15% | 0.21% | 178 | -27,052 | -28.48% | Q1 2026 | May 13, 2026 |
| Decker Wealth Management LLC | History | Added to | 67,768 | 1,329 | 0.3% | 0.29% | 179 | +1,677 | 2.54% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 67,147 | 1,317 | 0.04% | 0.04% | 180 | -1,300 | -1.9% | Q1 2026 | May 04, 2026 |
| Apeiron RIA LLC | History | Added to | 65,887 | 1,293 | 0.3% | 0.23% | 181 | +8,774 | 15.36% | Q1 2026 | Apr 27, 2026 |
| Towne Trust Company, N.A | History | Added to | 65,552 | 1,286 | 0.41% | 0.39% | 182 | +2,843 | 4.53% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 64,856 | 1,272 | 0.03% | 0.03% | 183 | +16,956 | 35.4% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 64,259 | 1,261 | 0.06% | 0.07% | 184 | -12,715 | -16.52% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 62,740 | 1,231 | 0.01% | 0.01% | 186 | +9,725 | 18.34% | Q1 2026 | May 08, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 62,738 | 1,231 | 0.19% | 0.16% | 185 | -775 | -1.22% | Q1 2026 | May 01, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 61,668 | 1,210 | 0.25% | 0.27% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 61,139 | 1,206 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 59,987 | 1,177 | 0.07% | 0.08% | 189 | -10,590 | -15.0% | Q1 2026 | Apr 20, 2026 |
| Kessler Investment Group, LLC | History | Added to | 59,824 | 1,174 | 0.56% | 0.47% | 190 | +3,744 | 6.68% | Q1 2026 | Apr 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 59,261 | 1,163 | 0.25% | 0.27% | 191 | +53 | 0.09% | Q1 2026 | Apr 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 59,158 | 1,160 | 0.07% | 0.07% | 192 | +46 | 0.08% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 57,520 | 1,128 | 0.07% | 0.07% | 193 | -1,012 | -1.73% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Added to | 56,752 | 1,113 | 1.05% | 0.95% | 194 | +5,983 | 11.78% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | Added to | 56,712 | 1,112 | 0.14% | 0.13% | 195 | +2,687 | 4.97% | Q1 2026 | Apr 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,966 | 1,098 | 0.04% | 0.04% | 197 | +3,532 | 6.74% | Q1 2026 | Apr 28, 2026 |
| Flaharty Asset Management, LLC | History | No change | 55,969 | 1,098 | 0.14% | 0.14% | 196 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | Added to | 55,495 | 1,089 | 0.23% | 0.2% | 198 | +4,938 | 9.77% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 55,169 | 1,082 | 0.11% | 0.1% | 199 | -677 | -1.21% | Q1 2026 | May 01, 2026 |
| Sidoxia Capital Management, LLC | History | New | 55,020 | 1,079 | 0.93% | — | 200 | +55,020 | New | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 54,512 | 1,076 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 52,648 | 1,037 | 0.02% | 0.02% | 202 | -1,830 | -3.36% | Q1 2026 | Apr 20, 2026 |
| Strid Group, LLC | History | Added to | 52,735 | 1,034 | 0.13% | 0.11% | 203 | +8,143 | 18.26% | Q1 2026 | Apr 29, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 51,453 | 1,009 | 0.58% | 0.57% | 204 | +1,203 | 2.39% | Q1 2026 | May 01, 2026 |
| Ruggiero Investments, Inc. | History | New | 51,364 | 1,008 | 0.97% | — | 205 | +51,364 | New | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 51,155 | 1,004 | 0.05% | 0.05% | 206 | +1,048 | 2.09% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 51,056 | 1,001 | 0.01% | 0.01% | 207 | +3,543 | 7.46% | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | Reduced | 50,766 | 996 | 0.16% | 0.28% | 208 | -31,156 | -38.03% | Q1 2026 | Apr 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 50,614 | 993 | 0.23% | 0.18% | 209 | +10,065 | 24.82% | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Reduced | 50,555 | 992 | 0.03% | 0.03% | 210 | -2,766 | -5.19% | Q1 2026 | May 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 50,493 | 990 | 0.64% | 0.57% | 211 | +5,740 | 12.83% | Q1 2026 | Apr 24, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 48,702 | 956 | 0.19% | 0.18% | 212 | +1,690 | 3.59% | Q1 2026 | May 01, 2026 |
| Vantage Point Financial LLC | History | Reduced | 48,711 | 955 | 0.34% | 0.35% | 213 | -858 | -1.73% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,987 | 941 | 0.01% | 0.01% | 214 | +8,921 | 22.84% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 47,982 | 941 | 0.14% | 0.16% | 215 | -4,420 | -8.43% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,819 | 938 | 0.0% | 0.0% | 216 | +1,267 | 2.72% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 47,092 | 924 | 0.01% | 0.01% | 217 | -11,402 | -19.49% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 46,374 | 910 | 0.08% | 0.06% | 218 | +5,331 | 12.99% | Q1 2026 | May 07, 2026 |
| Blossom Wealth Management | History | Added to | 44,908 | 881 | 1.31% | 1.41% | 219 | +1,561 | 3.6% | Q1 2026 | Apr 28, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 43,706 | 857 | 0.29% | 0.18% | 220 | +17,411 | 66.21% | Q1 2026 | Apr 27, 2026 |
| Fusion Family Wealth, LLC | History | New | 43,231 | 848 | 0.06% | — | 221 | +43,231 | New | Q1 2026 | May 05, 2026 |
| YANKCOM Partnership | History | No change | 42,870 | 841 | 0.35% | 0.36% | 222 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 42,845 | 840 | 0.12% | 0.13% | 223 | -5,782 | -11.89% | Q1 2026 | Apr 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 42,585 | 835 | 0.24% | 0.28% | 224 | -140 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Western Financial Corp/CA | History | Reduced | 42,329 | 830 | 0.32% | 0.34% | 225 | -548 | -1.28% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 41,945 | 823 | 0.02% | 0.02% | 226 | -1,153 | -2.68% | Q1 2026 | Apr 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 41,545 | 815 | 0.01% | — | 227 | +41,545 | New | Q1 2026 | Apr 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 40,539 | 800 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financially in Tune, LLC | History | Added to | 40,119 | 787 | 0.68% | 0.49% | 229 | +13,407 | 50.19% | Q1 2026 | Apr 22, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 39,522 | 775 | 0.18% | 0.15% | 230 | +6,090 | 18.22% | Q1 2026 | Apr 29, 2026 |
| Proficio Capital Partners LLC | History | Added to | 39,116 | 767 | 0.04% | 0.05% | 231 | +404 | 1.04% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | No change | 39,123 | 767 | 0.1% | 0.08% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 38,979 | 764 | 0.44% | 0.44% | 233 | -1,456 | -3.6% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 37,715 | 740 | 0.07% | 0.07% | 234 | -1,821 | -4.61% | Q1 2026 | Apr 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | New | 37,500 | 735 | 0.09% | — | 235 | +37,500 | New | Q1 2026 | Apr 17, 2026 |
| True Vision MN LLC | History | Added to | 36,773 | 721 | 0.37% | 0.36% | 236 | +820 | 2.28% | Q1 2026 | Apr 16, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 36,639 | 719 | 0.21% | 0.22% | 237 | -797 | -2.13% | Q1 2026 | May 08, 2026 |
| JM2 Capital Inc. | History | Added to | 36,179 | 710 | 0.59% | 0.55% | 238 | +1,413 | 4.06% | Q1 2026 | Apr 27, 2026 |
| Ballew Advisors, Inc | History | No change | 35,947 | 706 | 0.4% | 0.4% | 239 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Allen Capital Group, LLC | History | No change | 35,367 | 698 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 34,721 | 681 | 0.1% | 0.07% | 241 | +7,361 | 26.9% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 34,592 | 678 | 0.01% | 0.01% | 242 | +1,204 | 3.61% | Q1 2026 | May 18, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,811 | 663 | 0.01% | 0.01% | 243 | +2,915 | 9.43% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 33,205 | 651 | 0.0% | 0.0% | 244 | +3,010 | 9.97% | Q1 2026 | May 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 32,087 | 629 | 0.13% | 0.04% | 245 | +21,655 | 207.58% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,970 | 627 | 0.01% | 0.01% | 246 | -844 | -2.57% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 31,874 | 625 | 0.08% | 0.05% | 247 | +10,582 | 49.7% | Q1 2026 | Apr 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 30,943 | 607 | 0.02% | 0.04% | 248 | -31,870 | -50.74% | Q1 2026 | May 14, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 30,191 | 592 | 0.32% | 0.35% | 249 | +992 | 3.4% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 29,948 | 587 | 0.01% | 0.01% | 250 | -733 | -2.39% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 29,789 | 584 | 0.08% | 0.08% | 251 | +254 | 0.86% | Q1 2026 | May 13, 2026 |
| Unified Investment Management | History | Added to | 29,440 | 577 | 0.59% | 0.55% | 252 | +1,400 | 4.99% | Q1 2026 | Apr 29, 2026 |
| RVW Wealth, LLC | History | Added to | 29,356 | 576 | 0.04% | 0.02% | 253 | +16,259 | 124.14% | Q1 2026 | Apr 08, 2026 |
| Well Done, LLC | History | Added to | 29,286 | 574 | 0.08% | 0.09% | 254 | +61 | 0.21% | Q1 2026 | Apr 14, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 29,228 | 573 | 0.5% | 0.5% | 255 | +851 | 3.0% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 28,682 | 562 | 0.01% | 0.01% | 256 | +364 | 1.29% | Q1 2026 | Apr 17, 2026 |
| Wealth Quarterback LLC | History | Added to | 28,467 | 558 | 0.22% | 0.18% | 257 | +2,438 | 9.37% | Q1 2026 | Apr 09, 2026 |
| Ramiah Investment Group | History | Reduced | 28,184 | 553 | 0.56% | 0.57% | 258 | -1,293 | -4.39% | Q1 2026 | Apr 21, 2026 |
| Crews Bank & Trust | History | No change | 27,345 | 536 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 27,266 | 535 | 0.0% | 0.01% | 260 | -59,506 | -68.58% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 27,110 | 532 | 0.04% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 26,811 | 526 | 0.02% | — | 263 | +26,811 | New | Q1 2026 | May 14, 2026 |
| Sensible Money, LLC | History | Added to | 26,844 | 526 | 0.16% | 0.17% | 262 | +103 | 0.39% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 26,685 | 523 | 0.03% | 0.02% | 264 | +6,027 | 29.18% | Q1 2026 | May 11, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 26,394 | 517 | 0.27% | 0.29% | 265 | -90 | -0.34% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,181 | 513 | 0.05% | 0.02% | 266 | +17,389 | 197.78% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 25,084 | 492 | 0.03% | 0.03% | 267 | +188 | 0.76% | Q1 2026 | Apr 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 24,956 | 489 | 0.09% | 0.1% | 268 | -2,577 | -9.36% | Q1 2026 | Apr 23, 2026 |
| BankPlus Trust Department | History | Reduced | 24,799 | 486 | 0.13% | 0.13% | 269 | -507 | -2.0% | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 24,752 | 485 | 0.03% | 0.02% | 270 | +6,137 | 32.97% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,694 | 484 | 0.0% | 0.0% | 271 | -5,978 | -19.49% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,001 | 471 | 0.01% | 0.0% | 272 | +6,243 | 35.16% | Q1 2026 | May 01, 2026 |
| SMI Advisory Services, LLC | History | Added to | 24,020 | 471 | 0.08% | 0.08% | 273 | +1,561 | 6.95% | Q1 2026 | Apr 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 23,574 | 462 | 0.06% | 0.07% | 274 | -821 | -3.37% | Q1 2026 | Apr 21, 2026 |
| Seek First Inc. | History | Added to | 23,347 | 458 | 0.32% | 0.31% | 275 | +857 | 3.81% | Q1 2026 | Apr 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 22,950 | 450 | 0.05% | 0.05% | 276 | -1,303 | -5.37% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 22,531 | 442 | 0.02% | 0.09% | 277 | -73,084 | -76.44% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | No change | 22,500 | 441 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,827 | 428 | 0.01% | 0.01% | 279 | +33 | 0.15% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 21,650 | 424 | 0.0% | 0.0% | 280 | -343 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Brown Financial Advisory | History | No change | 21,549 | 422 | 0.21% | 0.21% | 281 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,158 | 415 | 0.0% | 0.0% | 282 | +135 | 0.64% | Q1 2026 | May 08, 2026 |
| RMR Wealth Builders | History | Added to | 20,701 | 406 | 0.03% | 0.03% | 283 | +338 | 1.66% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 20,048 | 393 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 19,940 | 391 | 0.13% | 0.14% | 285 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 19,737 | 387 | 0.01% | 0.01% | 286 | +163 | 0.83% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 19,040 | 373 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 18,781 | 368 | 0.11% | 0.11% | 289 | +128 | 0.69% | Q1 2026 | May 20, 2026 |
| LongView Wealth Management | History | No change | 18,700 | 368 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,602 | 365 | 0.04% | — | 290 | +18,602 | New | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | Reduced | 18,563 | 364 | 0.28% | 0.28% | 291 | -1,496 | -7.46% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 18,350 | 360 | 0.02% | 0.02% | 292 | -558 | -2.95% | Q1 2026 | May 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 18,322 | 359 | 0.1% | 0.11% | 293 | -2,447 | -11.78% | Q1 2026 | Apr 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 18,255 | 358 | 0.09% | 0.1% | 294 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 18,095 | 355 | 0.1% | 0.14% | 295 | -9,269 | -33.87% | Q1 2026 | Apr 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 17,960 | 354 | 0.26% | 0.26% | 296 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 17,800 | 349 | 0.0% | 0.0% | 297 | -1,500 | -7.77% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 17,300 | 339 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 17,095 | 335 | 0.08% | 0.09% | 299 | -477 | -2.71% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 16,244 | 318 | 0.0% | 0.0% | 300 | +2,184 | 15.53% | Q1 2026 | May 04, 2026 |