Invesco Exchange-Traded Self-Indexed Fund Trust - BSCS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 9,091,543 | 185,676 | 0.01% | 0.01% | 1 | +461,693 | 5.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,876,877 | 160,869 | 0.03% | 0.03% | 2 | +48,664 | 0.62% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 7,652,783 | 156,292 | 0.04% | 0.04% | 3 | +368,878 | 5.06% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 6,208,575 | 126,797 | 0.04% | 0.04% | 4 | -55,008 | -0.88% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,921,699 | 100,515 | 0.31% | 0.33% | 5 | -420,368 | -7.87% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,811,172 | 98,258 | 0.01% | 0.01% | 6 | +1,121,422 | 30.39% | Q1 2026 | May 05, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,542,994 | 92,781 | 4.46% | 4.51% | 7 | +66,710 | 1.49% | Q1 2026 | Apr 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,466,656 | 91,222 | 0.01% | 0.01% | 8 | +752,039 | 20.25% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,531,745 | 72,128 | 0.01% | 0.01% | 9 | +240,732 | 7.31% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,255,267 | 66,482 | 0.61% | 0.8% | 10 | +192,911 | 6.3% | Q1 2026 | May 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,480,768 | 50,664 | 2.45% | 2.86% | 11 | +94,056 | 3.94% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 2,309,491 | 47,166 | 0.27% | 0.24% | 12 | +258,584 | 12.61% | Q1 2026 | May 15, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 2,247,101 | 45,892 | 3.43% | 3.26% | 13 | +155,846 | 7.45% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,117,083 | 43,237 | 0.01% | 0.01% | 14 | +412,779 | 24.22% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 1,701,524 | 34,750 | 2.99% | 2.18% | 15 | +470,696 | 38.24% | Q1 2026 | Apr 14, 2026 |
| TLWM | History | Added to | 1,617,351 | 33,031 | 5.95% | 5.68% | 16 | +111,729 | 7.42% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 1,424,368 | 29,089 | 0.33% | 0.33% | 17 | +24,640 | 1.76% | Q1 2026 | Apr 16, 2026 |
| DAVIS R M INC | History | Added to | 1,296,772 | 26,483 | 0.47% | 0.43% | 18 | +91,193 | 7.56% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,249,969 | 25,528 | 1.98% | 1.97% | 19 | +44,951 | 3.73% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,243,685 | 25,400 | 0.07% | 0.06% | 20 | +125,273 | 11.2% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,199,182 | 24,492 | 0.04% | 0.03% | 21 | +109,411 | 10.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,180,573 | 24,110 | 0.01% | 0.01% | 22 | +96,389 | 8.89% | Q1 2026 | May 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,153,205 | 23,551 | 1.96% | 1.82% | 23 | +65,953 | 6.07% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,129,262 | 23,062 | 0.02% | 0.02% | 24 | +263,031 | 30.36% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,126,660 | 23,009 | 0.06% | 0.05% | 25 | +114,768 | 11.34% | Q1 2026 | May 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,110,412 | 22,677 | 2.13% | 2.06% | 26 | +147,171 | 15.28% | Q1 2026 | Apr 16, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 1,028,271 | 21,000 | 4.03% | 3.9% | 27 | +16,299 | 1.61% | Q1 2026 | Apr 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 930,658 | 19,006 | 0.11% | 0.11% | 28 | -38,045 | -3.93% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 895,118 | 18,280 | 0.03% | 0.03% | 29 | +22,838 | 2.62% | Q1 2026 | May 14, 2026 |
| Legacy Financial Group LLC | History | Added to | 872,980 | 17,828 | 2.24% | 2.19% | 30 | +13,771 | 1.6% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 854,354 | 17,437 | 0.0% | 0.0% | 31 | -56,600 | -6.21% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 826,489 | 16,879 | 0.08% | 0.09% | 32 | +10,116 | 1.24% | Q1 2026 | May 15, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 821,597 | 16,779 | 1.14% | 1.12% | 33 | +17,701 | 2.2% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 820,301 | 16,753 | 0.84% | 0.77% | 34 | +103,168 | 14.39% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 792,335 | 16,322 | 1.07% | 1.07% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rothschild Wealth LLC | History | Reduced | 718,871 | 14,681 | 1.33% | 1.64% | 36 | -109,848 | -13.26% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 715,278 | 14,607 | 0.03% | 0.02% | 37 | +81,244 | 12.81% | Q1 2026 | May 14, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 663,921 | 13,559 | 5.7% | 5.32% | 38 | +1,628 | 0.25% | Q1 2026 | Apr 24, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 644,876 | 13,170 | 2.4% | 2.48% | 39 | +15,920 | 2.53% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 637,763 | 13,025 | 0.02% | 0.01% | 40 | +162,823 | 34.28% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 633,787 | 12,943 | 0.07% | 0.05% | 41 | +159,459 | 33.62% | Q1 2026 | May 05, 2026 |
| Cornerstone Planning, LLC | History | Added to | 622,570 | 12,736 | 2.87% | 2.03% | 42 | +198,573 | 46.83% | Q1 2026 | May 11, 2026 |
| Goepper Burkhardt LLC | History | Added to | 620,564 | 12,673 | 4.23% | 3.88% | 43 | +42,459 | 7.34% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 593,404 | 12,072 | 0.01% | 0.01% | 44 | +132,082 | 28.63% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 579,298 | 11,831 | 0.23% | 0.2% | 45 | +57,482 | 11.02% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 549,764 | 11,227 | 0.14% | 0.03% | 46 | +426,949 | 347.64% | Q1 2026 | Apr 20, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 541,660 | 11,062 | 3.02% | 3.04% | 47 | +47,761 | 9.67% | Q1 2026 | Apr 09, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 539,699 | 11,022 | 0.47% | 0.46% | 48 | +2,999 | 0.56% | Q1 2026 | Apr 30, 2026 |
| Straight Path Wealth Management | History | Added to | 539,166 | 11,011 | 2.94% | 2.84% | 49 | +28,208 | 5.52% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 526,149 | 10,745 | 0.12% | — | 50 | +526,149 | New | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Added to | 512,659 | 10,470 | 1.83% | 1.79% | 51 | +563 | 0.11% | Q1 2026 | Apr 16, 2026 |
| First International Bank of Israel Ltd. | History | No change | 498,000 | 10,170 | 2.99% | 4.9% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 472,461 | 9,649 | 0.01% | 0.01% | 53 | +956 | 0.2% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 467,285 | 9,543 | 0.83% | 0.78% | 54 | +15,549 | 3.44% | Q1 2026 | Apr 15, 2026 |
| CVFG LLC | History | New | 453,297 | 9,257 | 1.15% | — | 55 | +453,297 | New | Q1 2026 | Apr 29, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 452,227 | 9,236 | 0.2% | 0.19% | 56 | +17,522 | 4.03% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 451,567 | 9,222 | 0.01% | 0.01% | 57 | +70,294 | 18.44% | Q1 2026 | May 13, 2026 |
| AMJ Financial Wealth Management | History | Added to | 449,382 | 9,177 | 2.16% | 2.18% | 58 | +2,036 | 0.46% | Q1 2026 | May 08, 2026 |
| Red Spruce Capital, LLC | History | Added to | 437,215 | 8,929 | 3.67% | 1.51% | 59 | +235,496 | 116.74% | Q1 2026 | Apr 09, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 435,104 | 8,886 | 5.0% | 5.11% | 60 | +4,090 | 0.95% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 434,858 | 8,881 | 0.03% | 0.03% | 61 | +23,600 | 5.74% | Q1 2026 | Apr 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 434,622 | 8,876 | 0.39% | 0.32% | 62 | +97,323 | 28.85% | Q1 2026 | May 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 422,927 | 8,637 | 3.96% | 3.95% | 63 | +22,306 | 5.57% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 401,001 | 8,189 | 0.2% | 0.2% | 64 | +20,931 | 5.51% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Added to | 396,389 | 8,095 | 0.63% | 0.56% | 65 | +33,424 | 9.21% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 391,225 | 7,989 | 0.1% | 0.12% | 66 | +4,609 | 1.19% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 364,079 | 7,435 | 0.88% | 0.82% | 67 | +18,792 | 5.44% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 363,368 | 7,421 | 0.02% | 0.02% | 68 | -39,462 | -9.8% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Added to | 361,436 | 7,381 | 0.53% | 0.44% | 69 | +64,166 | 21.59% | Q1 2026 | May 06, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 360,111 | 7,354 | 0.7% | 0.45% | 70 | +128,030 | 55.17% | Q1 2026 | Apr 17, 2026 |
| Paradiem, LLC | History | New | 350,608 | 7,160 | 1.58% | — | 71 | +350,608 | New | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 347,683 | 7,100 | 2.36% | 2.53% | 72 | -24,272 | -6.53% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 343,290 | 7,011 | 0.14% | 0.12% | 73 | +35,718 | 11.61% | Q1 2026 | May 01, 2026 |
| SFE Investment Counsel | History | Added to | 340,798 | 6,960 | 1.1% | 1.0% | 74 | +24,161 | 7.63% | Q1 2026 | May 01, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 340,216 | 6,948 | 1.44% | 0.02% | 75 | +336,491 | 9033.32% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Reduced | 333,416 | 6,809 | 1.39% | 1.38% | 76 | -329,080 | -49.67% | Q1 2026 | Apr 17, 2026 |
| Decker Wealth Management LLC | History | Reduced | 328,987 | 6,718 | 1.52% | 1.57% | 77 | -18,792 | -5.4% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 326,447 | 6,667 | 0.03% | 0.03% | 78 | +55,111 | 20.31% | Q1 2026 | Apr 24, 2026 |
| Parisi Gray Wealth Management | History | Added to | 324,810 | 6,633 | 1.58% | 1.15% | 79 | +79,065 | 32.17% | Q1 2026 | Apr 08, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 317,898 | 6,492 | 2.34% | 2.16% | 80 | +19,835 | 6.65% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 312,150 | 6,375 | 0.13% | 0.12% | 81 | +19,493 | 6.66% | Q1 2026 | May 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 306,717 | 6,264 | 3.79% | 3.85% | 82 | -7,170 | -2.28% | Q1 2026 | Apr 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 287,200 | 5,865 | 0.77% | 0.69% | 83 | +30,112 | 11.71% | Q1 2026 | May 04, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 283,012 | 5,779 | 1.26% | 1.24% | 84 | +4,010 | 1.44% | Q1 2026 | May 14, 2026 |
| Souders Financial Advisors | History | Added to | 277,954 | 5,676 | 0.65% | 0.65% | 85 | +2,500 | 0.91% | Q1 2026 | May 04, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 276,157 | 5,639 | 2.19% | 1.54% | 86 | +103,600 | 60.04% | Q1 2026 | Apr 22, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 269,076 | 5,495 | 2.31% | 2.34% | 87 | +8,609 | 3.31% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 265,848 | 5,435 | 0.54% | 0.67% | 88 | +19,512 | 7.92% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 262,798 | 5,367 | 0.03% | 0.02% | 89 | +154,023 | 141.6% | Q1 2026 | May 15, 2026 |
| Farnam Financial LLC | History | Added to | 259,867 | 5,307 | 4.37% | 3.97% | 90 | +3,544 | 1.38% | Q1 2026 | Apr 27, 2026 |
| Coastline Complete Wealth LLC | History | Added to | 253,230 | 5,171 | 3.2% | 2.16% | 91 | +86,839 | 52.19% | Q1 2026 | May 22, 2026 |
| Colonial Trust Co / SC | History | Reduced | 243,199 | 4,966 | 0.68% | 0.67% | 92 | -154 | -0.06% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 239,525 | 4,891 | 0.35% | 0.66% | 93 | +9,766 | 4.25% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 232,673 | 4,751 | 0.21% | 0.2% | 94 | +12,480 | 5.67% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 228,208 | 4,660 | 0.0% | 0.0% | 95 | +36,145 | 18.82% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 226,425 | 4,624 | 0.26% | 0.27% | 96 | -1,223 | -0.54% | Q1 2026 | Apr 28, 2026 |
| NorthAvenue LLC | History | Added to | 224,364 | 4,582 | 3.64% | 3.61% | 97 | +12,406 | 5.85% | Q1 2026 | Apr 15, 2026 |
| AA Financial Advisors, LLC | History | Added to | 222,263 | 4,539 | 0.64% | 0.62% | 98 | +60,186 | 37.13% | Q1 2026 | Apr 20, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 217,950 | 4,451 | 0.04% | 0.04% | 99 | +37,957 | 21.09% | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Added to | 217,954 | 4,451 | 1.02% | 1.01% | 100 | +19,082 | 9.6% | Q1 2026 | Apr 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 212,918 | 4,348 | 0.18% | — | 101 | +212,918 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 203,758 | 4,161 | 0.05% | 0.04% | 102 | +18,682 | 10.09% | Q1 2026 | May 05, 2026 |
| Horizons Wealth Management | History | Added to | 202,139 | 4,128 | 2.71% | 2.6% | 103 | +9,761 | 5.07% | Q1 2026 | Apr 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 200,295 | 4,090 | 0.09% | 0.1% | 104 | +8,629 | 4.5% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | New | 188,677 | 3,853 | 0.0% | — | 105 | +188,677 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 179,210 | 3,691 | 0.02% | 0.02% | 106 | +3,785 | 2.16% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 180,707 | 3,690 | 0.06% | 0.06% | 107 | +16,989 | 10.38% | Q1 2026 | Apr 14, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 178,008 | 3,635 | 3.34% | 3.37% | 108 | -1,426 | -0.79% | Q1 2026 | Apr 08, 2026 |
| River Street Advisors LLC | History | Added to | 174,067 | 3,554 | 1.2% | 0.09% | 109 | +162,742 | 1437.02% | Q1 2026 | Apr 21, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 169,794 | 3,467 | 1.01% | 0.98% | 110 | +2,869 | 1.72% | Q1 2026 | Apr 23, 2026 |
| Tempo Wealth, LLC | History | Added to | 168,642 | 3,444 | 0.6% | 0.44% | 111 | +48,746 | 40.66% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 167,748 | 3,425 | 0.06% | 0.06% | 112 | +2,026 | 1.22% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 166,383 | 3,398 | 0.04% | 0.04% | 113 | +15,901 | 10.57% | Q1 2026 | Apr 28, 2026 |
| Aspen Investment Management Inc | History | Reduced | 163,291 | 3,335 | 1.02% | 1.02% | 114 | -419 | -0.26% | Q1 2026 | Apr 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 156,865 | 3,203 | 0.42% | 0.34% | 115 | +32,214 | 25.84% | Q1 2026 | Apr 09, 2026 |
| Leisure Capital Management | History | Reduced | 151,004 | 3,083 | 1.08% | 1.07% | 116 | -6,254 | -3.98% | Q1 2026 | May 08, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 148,577 | 3,034 | 0.45% | 0.48% | 117 | -5,794 | -3.75% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 148,517 | 3,033 | 0.09% | 0.1% | 118 | -3,546 | -2.33% | Q1 2026 | Apr 09, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 148,455 | 3,031 | 0.87% | 0.89% | 119 | +6,657 | 4.69% | Q1 2026 | Apr 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 148,016 | 3,022 | 0.24% | 0.23% | 120 | -2,103 | -1.4% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 147,828 | 3,019 | 0.22% | 0.2% | 121 | +13,615 | 10.14% | Q1 2026 | Apr 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 147,779 | 3,018 | 0.1% | 0.11% | 122 | -12,494 | -7.8% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 145,282 | 2,965 | 0.08% | 0.1% | 124 | +27,572 | 23.42% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Added to | 145,217 | 2,965 | 0.66% | 0.62% | 123 | +10,314 | 7.65% | Q1 2026 | May 08, 2026 |
| Opulen Financial Group LLC | History | Added to | 144,619 | 2,953 | 2.08% | 2.01% | 125 | +10,525 | 7.85% | Q1 2026 | Apr 29, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 143,414 | 2,937 | 0.81% | 0.71% | 126 | +20,954 | 17.11% | Q1 2026 | Apr 16, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 141,178 | 2,883 | 2.86% | 2.69% | 127 | +19,945 | 16.45% | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Added to | 139,734 | 2,853 | 0.59% | 0.6% | 128 | +1,051 | 0.76% | Q1 2026 | Apr 09, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 137,236 | 2,802 | 0.58% | 0.51% | 129 | +25,019 | 22.3% | Q1 2026 | Apr 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 132,341 | 2,702 | 0.1% | 0.1% | 130 | +7,344 | 5.88% | Q1 2026 | May 14, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 129,857 | 2,652 | 0.6% | 0.54% | 131 | +15,474 | 13.53% | Q1 2026 | Apr 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 128,744 | 2,629 | 0.01% | 0.02% | 132 | -13,357 | -9.4% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 127,046 | 2,617 | 0.69% | 0.69% | 133 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 126,693 | 2,587 | 1.61% | 1.15% | 134 | +28,452 | 28.96% | Q1 2026 | May 07, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 126,572 | 2,584 | 2.28% | 1.83% | 135 | -2,631 | -2.04% | Q1 2026 | May 04, 2026 |
| Livet Wealth, LLC | History | Added to | 125,966 | 2,572 | 1.64% | 1.55% | 136 | +3,944 | 3.23% | Q1 2026 | Apr 24, 2026 |
| Ellevest, Inc. | History | Added to | 125,936 | 2,571 | 0.36% | 0.35% | 137 | +1,630 | 1.31% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 121,210 | 2,475 | 0.24% | 0.23% | 138 | -1,503 | -1.22% | Q1 2026 | May 01, 2026 |
| Financially in Tune, LLC | History | Added to | 118,781 | 2,425 | 2.09% | 1.89% | 139 | +20,404 | 20.74% | Q1 2026 | Apr 22, 2026 |
| TFR Capital, LLC. | History | New | 118,289 | 2,415 | 0.74% | — | 140 | +118,289 | New | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 114,548 | 2,339 | 0.0% | 0.0% | 141 | -3,174 | -2.7% | Q1 2026 | May 05, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 111,477 | 2,276 | 1.52% | 1.55% | 142 | +1,843 | 1.68% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,892 | 2,267 | 0.0% | 0.01% | 144 | -89,786 | -44.74% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 111,019 | 2,267 | 0.0% | 0.0% | 143 | -5,821 | -4.98% | Q1 2026 | May 01, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 110,578 | 2,258 | 0.16% | 0.15% | 145 | +11,162 | 11.23% | Q1 2026 | May 14, 2026 |
| Key FInancial Inc | History | Added to | 105,332 | 2,151 | 0.38% | 0.27% | 146 | +33,912 | 47.48% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 102,777 | 2,099 | 0.01% | 0.01% | 147 | +14,693 | 16.68% | Q1 2026 | May 14, 2026 |
| Tenon Financial LLC | History | Added to | 97,203 | 1,985 | 0.78% | 0.67% | 148 | +19,528 | 25.14% | Q1 2026 | Apr 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 96,226 | 1,965 | 0.32% | 0.33% | 149 | +4,641 | 5.07% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,937 | 1,898 | 0.0% | 0.0% | 150 | +12,549 | 15.61% | Q1 2026 | Apr 27, 2026 |
| Heritage Trust Co | History | Added to | 92,900 | 1,897 | 0.19% | 0.17% | 151 | +11,379 | 13.96% | Q1 2026 | May 13, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 91,960 | 1,878 | 1.69% | 1.31% | 152 | +27,589 | 42.86% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 91,400 | 1,866 | 0.0% | 0.0% | 153 | +4,615 | 5.32% | Q1 2026 | May 12, 2026 |
| SEMITAM BONAM LLC | History | Added to | 90,334 | 1,844 | 1.51% | 1.41% | 154 | +8,377 | 10.22% | Q1 2026 | Apr 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 89,786 | 1,833 | 0.04% | — | 155 | +89,786 | New | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Added to | 88,804 | 1,813 | 0.51% | 0.46% | 156 | +9,612 | 12.14% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 87,336 | 1,783 | 1.17% | 1.06% | 157 | +6,568 | 8.13% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 82,887 | 1,692 | 0.01% | 0.01% | 158 | -1,212 | -1.44% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 81,854 | 1,671 | 0.05% | 0.04% | 159 | +21,034 | 34.58% | Q1 2026 | Apr 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 81,425 | 1,662 | 0.89% | 0.91% | 161 | +2,094 | 2.64% | Q1 2026 | May 01, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 81,415 | 1,662 | 0.4% | 0.4% | 160 | +867 | 1.08% | Q1 2026 | May 12, 2026 |
| Roundview Capital LLC | History | No change | 79,649 | 1,626 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Redmond Asset Management, LLC | History | Added to | 75,583 | 1,543 | 0.42% | 0.39% | 163 | +710 | 0.95% | Q1 2026 | May 06, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 74,305 | 1,517 | 0.4% | 0.39% | 164 | +4,808 | 6.92% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 73,937 | 1,513 | 0.18% | 0.15% | 165 | +15,500 | 26.52% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 73,421 | 1,499 | 0.01% | 0.01% | 166 | -1,219 | -1.63% | Q1 2026 | May 14, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 73,299 | 1,496 | 0.62% | 0.41% | 167 | +21,127 | 40.49% | Q1 2026 | May 07, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 72,366 | 1,477 | 0.25% | 0.28% | 168 | -4,084 | -5.34% | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 72,287 | 1,476 | 0.02% | 0.02% | 169 | +19,937 | 38.08% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 72,261 | 1,475 | 0.34% | 0.35% | 170 | +1,805 | 2.56% | Q1 2026 | May 08, 2026 |
| River Wealth Advisors LLC | History | Added to | 71,376 | 1,457 | 0.17% | 0.16% | 171 | +2,146 | 3.1% | Q1 2026 | May 13, 2026 |
| ArborFi Advisors, LLC | History | Added to | 71,127 | 1,452 | 1.19% | 1.15% | 172 | +2,559 | 3.73% | Q1 2026 | Apr 29, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 70,654 | 1,442 | 0.21% | 0.16% | 173 | +12,449 | 21.39% | Q1 2026 | May 01, 2026 |
| First City Capital Management, Inc. | History | Added to | 69,315 | 1,415 | 0.75% | 0.49% | 174 | +24,740 | 55.5% | Q1 2026 | Apr 17, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 65,771 | 1,343 | 0.46% | 0.47% | 175 | +4,428 | 7.22% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 64,762 | 1,322 | 0.13% | 0.14% | 176 | -2,314 | -3.45% | Q1 2026 | Apr 30, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 63,625 | 1,299 | 1.0% | 0.98% | 177 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Added to | 63,603 | 1,298 | 0.3% | 0.23% | 178 | +9,310 | 17.15% | Q1 2026 | Apr 27, 2026 |
| Towne Trust Company, N.A | History | Added to | 63,512 | 1,297 | 0.42% | 0.38% | 179 | +3,895 | 6.53% | Q1 2026 | Apr 22, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 62,426 | 1,274 | 0.52% | 0.51% | 180 | -1,287 | -2.02% | Q1 2026 | May 07, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 60,848 | 1,242 | 0.19% | 0.16% | 181 | -500 | -0.82% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | New | 60,102 | 1,227 | 0.0% | — | 182 | +60,102 | New | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | Added to | 59,638 | 1,217 | 0.07% | 0.07% | 183 | +940 | 1.6% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 58,366 | 1,192 | 0.01% | 0.01% | 184 | -1,689 | -2.81% | Q1 2026 | Apr 28, 2026 |
| Oder Investment Management, LLC | History | Added to | 57,292 | 1,170 | 0.9% | 0.63% | 185 | +14,833 | 34.93% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | Added to | 56,190 | 1,147 | 0.15% | 0.14% | 186 | +2,590 | 4.83% | Q1 2026 | Apr 30, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 55,831 | 1,140 | 0.07% | 0.07% | 187 | -1,500 | -2.62% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 55,196 | 1,127 | 1.06% | 0.92% | 188 | +7,721 | 16.26% | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | Reduced | 52,371 | 1,069 | 0.82% | 0.8% | 189 | -1,628 | -3.01% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 51,943 | 1,060 | 0.01% | 0.01% | 190 | +9,232 | 21.62% | Q1 2026 | May 08, 2026 |
| Gambit Capital Management, LLC | History | Added to | 51,489 | 1,051 | 0.72% | 0.42% | 191 | +22,999 | 80.73% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 51,070 | 1,048 | 0.02% | 0.02% | 192 | -1,757 | -3.33% | Q1 2026 | Apr 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 50,647 | 1,035 | 0.22% | 0.24% | 193 | +42 | 0.08% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 50,252 | 1,026 | 0.28% | 0.16% | 194 | +23,110 | 85.14% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 49,307 | 1,007 | 0.03% | 0.03% | 195 | -2,424 | -4.69% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Reduced | 49,246 | 1,005 | 0.16% | 0.29% | 197 | -31,071 | -38.69% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 49,235 | 1,005 | 0.02% | 0.03% | 196 | -12,114 | -19.75% | Q1 2026 | Apr 13, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 49,001 | 1,000 | 0.8% | — | 198 | +49,001 | New | Q1 2026 | May 12, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 48,902 | 998 | 0.24% | 0.2% | 199 | +5,868 | 13.64% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 48,751 | 995 | 0.03% | 0.03% | 200 | +1,401 | 2.96% | Q1 2026 | May 04, 2026 |
| Net Worth Advisory Group | History | Added to | 47,373 | 967 | 0.2% | 0.19% | 201 | +1,897 | 4.17% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 46,531 | 950 | 0.0% | 0.0% | 202 | +1,651 | 3.68% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 46,540 | 950 | 0.27% | 0.26% | 203 | -551 | -1.17% | Q1 2026 | Apr 10, 2026 |
| Western Financial Corp/CA | History | Reduced | 45,976 | 938 | 0.37% | 0.39% | 204 | -1,969 | -4.11% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 44,520 | 910 | 0.26% | 0.3% | 205 | -160 | -0.36% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 43,981 | 906 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 43,676 | 892 | 0.58% | 0.5% | 207 | +5,701 | 15.01% | Q1 2026 | Apr 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 43,660 | 891 | 0.04% | 0.05% | 208 | -4,857 | -10.01% | Q1 2026 | Apr 29, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 43,418 | 886 | 0.51% | 0.51% | 209 | +172 | 0.4% | Q1 2026 | May 01, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 43,264 | 883 | 0.12% | 0.12% | 210 | -749 | -1.7% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | Reduced | 42,993 | 878 | 0.31% | 0.32% | 211 | -655 | -1.5% | Q1 2026 | May 01, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 42,508 | 868 | 0.43% | 0.41% | 212 | +2,759 | 6.94% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 42,418 | 866 | 0.02% | 0.02% | 213 | +516 | 1.23% | Q1 2026 | May 15, 2026 |
| Sensible Money, LLC | History | Added to | 42,219 | 862 | 0.26% | 0.28% | 214 | +103 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Cynosure Group, LLC | History | No change | 41,794 | 853 | 0.11% | 0.09% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 41,781 | 852 | 0.01% | 0.01% | 216 | -2,119 | -4.83% | Q1 2026 | Apr 29, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 41,688 | 851 | 0.12% | 0.13% | 217 | -3,141 | -7.01% | Q1 2026 | Apr 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 41,491 | 847 | 0.18% | 0.17% | 218 | +2,900 | 7.51% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,043 | 838 | 0.0% | 0.0% | 219 | +38,804 | 1733.1% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 41,013 | 837 | 0.0% | 0.0% | 220 | +4,353 | 11.87% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 40,583 | 828 | 0.03% | 0.03% | 221 | +826 | 2.08% | Q1 2026 | May 12, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 40,408 | 825 | 0.01% | 0.01% | 222 | +3,219 | 8.66% | Q1 2026 | May 07, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 39,733 | 811 | 0.07% | 0.06% | 223 | +59 | 0.15% | Q1 2026 | May 07, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 39,080 | 798 | 0.16% | 0.16% | 224 | -190 | -0.48% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 37,961 | 775 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 37,648 | 775 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 37,277 | 761 | 0.04% | 0.04% | 227 | -954 | -2.5% | Q1 2026 | May 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 37,150 | 758 | 0.16% | 0.17% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 36,711 | 749 | 0.01% | 0.01% | 229 | +3,207 | 9.57% | Q1 2026 | May 12, 2026 |
| Flaharty Asset Management, LLC | History | No change | 36,585 | 747 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JM2 Capital Inc. | History | Added to | 36,406 | 743 | 0.62% | 0.57% | 231 | +1,904 | 5.52% | Q1 2026 | Apr 27, 2026 |
| Meridian Financial Partners LLC | History | New | 36,108 | 738 | 0.28% | — | 232 | +36,108 | New | Q1 2026 | Apr 15, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 35,646 | 728 | 0.22% | 0.22% | 233 | +337 | 0.95% | Q1 2026 | May 20, 2026 |
| True Vision MN LLC | History | Added to | 35,560 | 726 | 0.37% | 0.36% | 234 | +772 | 2.22% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,083 | 716 | 0.0% | 0.0% | 235 | +2,436 | 7.46% | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | No change | 34,695 | 714 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Newport Capital Group, LLC | History | No change | 34,864 | 712 | 0.43% | 0.44% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allen Capital Group, LLC | History | No change | 33,868 | 697 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 33,948 | 693 | 0.08% | 0.05% | 239 | +13,310 | 64.49% | Q1 2026 | Apr 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 33,613 | 686 | 0.4% | 0.41% | 240 | -3,006 | -8.21% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | New | 33,339 | 680 | 0.07% | — | 241 | +33,339 | New | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 33,105 | 675 | 0.0% | 0.0% | 242 | +3,490 | 11.78% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 29,740 | 607 | 0.02% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 29,621 | 604 | 0.01% | 0.01% | 244 | +355 | 1.21% | Q1 2026 | Apr 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 29,449 | 601 | 0.04% | 0.03% | 245 | +5,734 | 24.18% | Q1 2026 | Apr 28, 2026 |
| Unified Investment Management | History | Added to | 29,460 | 601 | 0.61% | 0.58% | 246 | +1,350 | 4.8% | Q1 2026 | Apr 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 28,762 | 587 | 0.06% | 0.07% | 247 | -500 | -1.71% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 28,279 | 577 | 0.0% | 0.0% | 249 | +455 | 1.64% | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | No change | 28,277 | 577 | 0.1% | 0.11% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 27,975 | 571 | 0.01% | 0.01% | 250 | +82 | 0.29% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 27,789 | 567 | 0.0% | 0.0% | 251 | +1,614 | 6.17% | Q1 2026 | Apr 27, 2026 |
| Wealth Quarterback LLC | History | Added to | 27,483 | 561 | 0.22% | 0.19% | 252 | +2,355 | 9.37% | Q1 2026 | Apr 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 27,328 | 558 | 0.12% | — | 253 | +27,328 | New | Q1 2026 | Apr 10, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 27,310 | 557 | 0.17% | 0.17% | 255 | -460 | -1.66% | Q1 2026 | May 08, 2026 |
| Ballew Advisors, Inc | History | No change | 27,233 | 557 | 0.31% | 0.32% | 254 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Private Trust Co. | History | Reduced | 27,103 | 553 | 0.03% | 0.05% | 256 | -10,385 | -27.7% | Q1 2026 | Apr 07, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 26,616 | 543 | 0.14% | 0.12% | 257 | +206 | 0.78% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 26,507 | 541 | 0.03% | 0.03% | 258 | +792 | 3.08% | Q1 2026 | Apr 15, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 25,808 | 526 | 0.0% | 0.01% | 259 | -9,101 | -26.07% | Q1 2026 | May 11, 2026 |
| Leo Wealth, LLC | History | Added to | 25,463 | 520 | 0.04% | 0.04% | 260 | +769 | 3.11% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,266 | 516 | 0.0% | 0.0% | 261 | -2,082 | -7.61% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 25,289 | 516 | 0.27% | 0.29% | 262 | -87 | -0.34% | Q1 2026 | Apr 24, 2026 |
| YANKCOM Partnership | History | Reduced | 25,171 | 514 | 0.21% | 0.22% | 263 | -431 | -1.68% | Q1 2026 | Apr 20, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 24,763 | 505 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 24,664 | 503 | 0.01% | 0.01% | 265 | -2,310 | -8.56% | Q1 2026 | May 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 24,552 | 501 | 0.01% | — | 266 | +24,552 | New | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 24,439 | 499 | 0.03% | 0.02% | 267 | +5,778 | 30.96% | Q1 2026 | May 11, 2026 |
| NewCorp Financial Services, Inc. | History | Added to | 23,878 | 487 | 0.42% | 0.37% | 268 | +3,479 | 17.05% | Q1 2026 | Apr 23, 2026 |
| Well Done, LLC | History | No change | 23,801 | 486 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 23,757 | 485 | 0.04% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 23,346 | 476 | 0.01% | 0.0% | 271 | +6,974 | 42.6% | Q1 2026 | May 01, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 22,781 | 465 | 0.03% | 0.02% | 272 | +2,900 | 14.59% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 22,320 | 455 | 0.01% | 0.02% | 273 | +178 | 0.8% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 22,093 | 451 | 0.04% | 0.04% | 274 | -1,843 | -7.7% | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,061 | 450 | 0.01% | 0.01% | 275 | -1,586 | -6.71% | Q1 2026 | May 18, 2026 |
| Brown Financial Advisory | History | No change | 20,734 | 423 | 0.21% | 0.22% | 276 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 20,681 | 422 | 0.05% | 0.05% | 277 | +182 | 0.89% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 20,228 | 413 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berkshire Money Management, Inc. | History | No change | 20,159 | 411 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 20,094 | 410 | 0.24% | 0.26% | 280 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crews Bank & Trust | History | No change | 19,565 | 399 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 18,383 | 375 | 0.01% | 0.01% | 282 | +1,071 | 6.19% | Q1 2026 | Apr 14, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 18,385 | 375 | 0.2% | 0.23% | 283 | +189 | 1.04% | Q1 2026 | Apr 21, 2026 |
| RVW Wealth, LLC | History | Added to | 18,248 | 372 | 0.03% | 0.03% | 284 | +1,184 | 6.94% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | New | 17,935 | 366 | 0.01% | — | 285 | +17,935 | New | Q1 2026 | May 11, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 17,862 | 364 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 17,698 | 361 | 0.2% | — | 287 | +17,698 | New | Q1 2026 | Apr 09, 2026 |
| SMI Advisory Services, LLC | History | Added to | 17,173 | 350 | 0.06% | 0.06% | 288 | +879 | 5.39% | Q1 2026 | Apr 07, 2026 |
| Excelsior Advisor Network LLC | History | New | 16,765 | 342 | 0.13% | — | 289 | +16,765 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 16,734 | 341 | 0.09% | 0.09% | 290 | -175 | -1.03% | Q1 2026 | Apr 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 16,460 | 336 | 0.02% | 0.02% | 291 | -1,045 | -5.97% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,160 | 330 | 0.0% | 0.0% | 292 | -4,264 | -20.88% | Q1 2026 | Apr 07, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,339 | 313 | 0.07% | 0.08% | 293 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | New | 15,241 | 311 | 0.02% | — | 294 | +15,241 | New | Q1 2026 | Apr 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 15,075 | 307 | 0.05% | 0.06% | 295 | -1,458 | -8.82% | Q1 2026 | Apr 30, 2026 |
| Sun Financial Inc | History | Reduced | 14,868 | 303 | 0.15% | 0.2% | 296 | -2,490 | -14.34% | Q1 2026 | May 15, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 14,690 | 300 | 0.09% | 0.1% | 297 | +150 | 1.03% | Q1 2026 | May 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 14,587 | 297 | 0.04% | 0.05% | 298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,500 | 296 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASL Financial, LLC | History | Reduced | 14,403 | 294 | 0.23% | 0.26% | 300 | -485 | -3.26% | Q1 2026 | Apr 09, 2026 |
| CHOREO, LLC | History | New | 14,154 | 289 | 0.0% | — | 301 | +14,154 | New | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 13,926 | 284 | 0.01% | 0.01% | 302 | -117 | -0.83% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | New | 13,826 | 282 | 0.02% | — | 303 | +13,826 | New | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Added to | 13,793 | 281 | 0.15% | 0.15% | 304 | +50 | 0.36% | Q1 2026 | May 18, 2026 |
| ORG Partners LLC | History | No change | 13,491 | 277 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 13,450 | 274 | 0.12% | 0.13% | 306 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,233 | 270 | 0.02% | 0.01% | 307 | +3,131 | 30.99% | Q1 2026 | May 05, 2026 |
| Northeast Financial Group, Inc. | History | New | 13,170 | 268 | 0.07% | — | 308 | +13,170 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,801 | 261 | 0.02% | 0.02% | 309 | +860 | 7.2% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 12,758 | 260 | 0.0% | — | 310 | +12,758 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 12,718 | 259 | 0.01% | 0.01% | 312 | -12,705 | -49.97% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,695 | 259 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,359 | 251 | 0.0% | — | 314 | +12,359 | New | Q1 2026 | May 01, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 12,331 | 251 | 0.04% | 0.05% | 313 | +37 | 0.3% | Q1 2026 | Apr 17, 2026 |
| Altus Wealth Group LLC | History | Reduced | 12,008 | 245 | 0.1% | 0.1% | 315 | -216 | -1.77% | Q1 2026 | Apr 27, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 11,968 | 244 | 0.01% | 0.01% | 316 | -79 | -0.66% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | No change | 11,475 | 234 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | New | 11,364 | 232 | 0.12% | — | 318 | +11,364 | New | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,220 | 229 | 0.08% | 0.08% | 319 | -103 | -0.91% | Q1 2026 | Apr 08, 2026 |
| Strid Group, LLC | History | New | 11,211 | 228 | 0.03% | — | 320 | +11,211 | New | Q1 2026 | Apr 29, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 11,154 | 227 | 0.11% | 0.1% | 321 | +1,159 | 11.6% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,101 | 226 | 0.0% | 0.01% | 323 | -12,283 | -52.53% | Q1 2026 | Apr 20, 2026 |
| Davis Capital Management | History | Reduced | 11,082 | 226 | 0.15% | 0.17% | 322 | -751 | -6.35% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 11,021 | 225 | 0.01% | — | 324 | +11,021 | New | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | Reduced | 10,719 | 218 | 0.04% | 0.04% | 326 | -432 | -3.87% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,695 | 218 | 0.01% | 0.01% | 325 | +97 | 0.92% | Q1 2026 | Apr 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,671 | 217 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,555 | 215 | 0.0% | 0.0% | 328 | +845 | 8.7% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 10,263 | 209 | 0.01% | — | 329 | +10,263 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,167 | 207 | 0.0% | — | 331 | +10,167 | New | Q1 2026 | Apr 20, 2026 |
| Integris Wealth Management, LLC | History | Added to | 10,174 | 207 | 0.05% | 0.05% | 330 | +108 | 1.07% | Q1 2026 | Apr 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 10,000 | 204 | 0.04% | — | 334 | +10,000 | New | Q1 2026 | May 01, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 10,013 | 204 | 0.03% | 0.03% | 332 | +88 | 0.89% | Q1 2026 | Apr 16, 2026 |
| Darden Wealth Group Inc | History | No change | 10,000 | 204 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 9,927 | 202 | 0.05% | 0.05% | 336 | -212 | -2.09% | Q1 2026 | Apr 03, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,914 | 202 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RIA Advisory Group LLC | History | New | 9,831 | 200 | 0.05% | — | 337 | +9,831 | New | Q1 2026 | Apr 23, 2026 |
| OBSIDIAN CIO, LLC | History | New | 9,715 | 198 | 0.18% | — | 339 | +9,715 | New | Q1 2026 | May 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,708 | 198 | 0.07% | 0.07% | 338 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8,579 | 175 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | Added to | 8,151 | 166 | 0.04% | 0.04% | 341 | +486 | 6.34% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 7,638 | 155 | 0.0% | 0.01% | 343 | -6,937 | -47.6% | Q1 2026 | Apr 07, 2026 |
| FMR LLC | History | Added to | 7,634 | 155 | 0.0% | 0.0% | 342 | +3,752 | 96.65% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,352 | 151 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 7,290 | 150 | 0.11% | 0.11% | 345 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7,093 | 144 | 0.0% | — | 346 | +7,093 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 6,327 | 129 | 0.0% | 0.0% | 347 | +3,030 | 91.9% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 6,189 | 126 | 0.01% | 0.01% | 348 | +29 | 0.47% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | New | 5,500 | 112 | 0.04% | — | 349 | +5,500 | New | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,423 | 111 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,038 | 102 | 0.01% | 0.01% | 351 | +9 | 0.18% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,980 | 81 | 0.01% | 0.0% | 353 | +1,784 | 81.24% | Q1 2026 | May 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 3,984 | 81 | 0.0% | 0.0% | 352 | +43 | 1.09% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | Added to | 3,867 | 78 | 0.01% | 0.01% | 354 | +15 | 0.39% | Q1 2026 | Apr 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 3,635 | 74 | 0.03% | — | 355 | +3,635 | New | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,400 | 69 | 0.0% | 0.01% | 356 | -12,820 | -79.04% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 3,257 | 66 | 0.01% | 0.01% | 357 | +4 | 0.12% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 3,088 | 63 | 0.0% | 0.01% | 358 | -2,459 | -44.33% | Q1 2026 | May 12, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 3,092 | 63 | 0.04% | 0.04% | 359 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | New | 3,050 | 62 | 0.18% | — | 360 | +3,050 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,263 | 46 | 0.0% | 0.0% | 361 | +200 | 9.69% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,972 | 40 | 0.0% | — | 362 | +1,972 | New | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,730 | 35 | 0.01% | 0.0% | 363 | +400 | 30.08% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | No change | 1,605 | 32 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,488 | 30 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,456 | 29 | 0.0% | 0.0% | 366 | -5,677 | -79.59% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,431 | 29 | 0.0% | — | 367 | +1,395 | 3875.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,394 | 28 | 0.0% | 0.0% | 368 | +10 | 0.72% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 1,331 | 27 | 0.03% | — | 370 | +1,331 | New | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Added to | 1,313 | 27 | 0.0% | 0.0% | 369 | +14 | 1.08% | Q1 2026 | Apr 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 1,300 | 26 | 0.02% | — | 371 | +1,300 | New | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | Added to | 1,073 | 21 | 0.01% | 0.01% | 373 | +12 | 1.13% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | No change | 1,046 | 21 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | New | 967 | 19 | 0.0% | — | 375 | +967 | New | Q1 2026 | Apr 20, 2026 |
| Aspect Partners, LLC | History | No change | 975 | 19 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | No change | 802 | 16 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 800 | 16 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 736 | 15 | 0.0% | 0.0% | 378 | +478 | 185.27% | Q1 2026 | Apr 14, 2026 |
| Community Bank, N.A. | History | Reduced | 720 | 14 | 0.0% | 0.0% | 379 | -865 | -54.57% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 669 | 13 | 0.0% | 0.0% | 380 | +11 | 1.67% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | No change | 580 | 11 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 440 | 8 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 433 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 388 | 7 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| First PREMIER Bank | History | No change | 305 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BIRCHBROOK, INC. | History | No change | 250 | 5 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 113 | 2 | 0.0% | 0.0% | 387 | +1 | 0.89% | Q1 2026 | Apr 28, 2026 |
| Imprint Wealth LLC | History | No change | 113 | 2 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 130 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GS Investments, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -629,235 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -568,238 | -100.0% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -467,496 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -181,905 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -153,463 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -138,300 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.27% | — | -93,727 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -75,871 | -100.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,920 | -100.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -32,365 | -100.0% | Q1 2026 | Apr 07, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,246 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,060 | -100.0% | Q1 2026 | May 01, 2026 |
| Adalta Capital Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -21,290 | -100.0% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,677 | -100.0% | Q1 2026 | Apr 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -16,626 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Argentarii, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -15,558 | -100.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,940 | -100.0% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,411 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,170 | -100.0% | Q1 2026 | May 06, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,472 | -100.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,144 | -100.0% | Q1 2026 | May 15, 2026 |
| Stonebridge Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,475 | -100.0% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,418 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,418 | -100.0% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,489 | -100.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -708 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -480 | -100.0% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 44 | 0 | — | — | — | +1 | 2.33% | Q1 2026 | Apr 27, 2026 |