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 | No change | 9,460,935 | 192,671 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 8,069,411 | 164,333 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,710,697 | 157,028 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,639,357 | 135,210 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,710,692 | 95,933 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,671,665 | 95,138 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 4,637,273 | 94,438 | 0.55% | 0.55% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 4,562,494 | 92,915 | 0.25% | 0.25% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 3,829,782 | 77,993 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,274,980 | 66,694 | 0.63% | 0.63% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 2,471,417 | 50,330 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 2,456,108 | 50,018 | 0.96% | 0.96% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fusion Family Wealth, LLC | History | No change | 2,288,259 | 46,600 | 3.1% | 3.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,284,717 | 46,528 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TLWM | History | Added to | 1,765,162 | 35,523 | 5.66% | 5.46% | 15 | +117,705 | 7.14% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,421,907 | 28,957 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIS R M INC | History | No change | 1,393,100 | 28,370 | 0.45% | 0.45% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 1,362,707 | 27,751 | 1.7% | 1.7% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,353,573 | 27,566 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 1,352,439 | 27,542 | 0.28% | 0.28% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,295,020 | 26,373 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clark Asset Management, LLC | History | No change | 1,260,419 | 25,668 | 2.01% | 2.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hills Bank & Trust Co | History | No change | 1,250,435 | 25,465 | 1.08% | 1.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,236,417 | 25,179 | 1.89% | 1.89% | 24 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,217,927 | 24,812 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,153,697 | 23,495 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,139,715 | 23,210 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 1,049,243 | 21,367 | 3.8% | 3.8% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,016,669 | 20,704 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Financial Group LLC | History | No change | 942,654 | 19,197 | 2.16% | 2.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 926,463 | 18,867 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 903,577 | 18,381 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 873,094 | 17,780 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 866,541 | 17,647 | 0.76% | 0.76% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 803,966 | 16,372 | 0.94% | 0.94% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 778,269 | 15,849 | 1.0% | 1.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 773,478 | 15,751 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 765,181 | 15,582 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 765,033 | 15,579 | 0.26% | 0.26% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 716,175 | 14,584 | 1.16% | 1.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 688,309 | 14,017 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goepper Burkhardt LLC | History | No change | 666,697 | 13,577 | 4.08% | 4.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning, LLC | History | No change | 639,285 | 13,019 | 3.01% | 3.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 636,190 | 12,956 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 635,968 | 12,951 | 2.18% | 2.18% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 611,496 | 12,453 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 561,363 | 11,432 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Straight Path Wealth Management | History | No change | 559,555 | 11,395 | 2.66% | 2.66% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 554,963 | 11,301 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 548,046 | 11,160 | 0.37% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 538,903 | 10,974 | 2.81% | 2.81% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 525,021 | 10,692 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ironwood Financial, llc | History | No change | 518,417 | 10,539 | 1.65% | 1.65% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| First International Bank of Israel Ltd. | History | No change | 498,000 | 10,141 | 2.77% | 2.77% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 484,794 | 9,872 | 0.77% | 0.77% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CVFG LLC | History | No change | 484,120 | 9,859 | 1.04% | 1.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 469,170 | 9,554 | 0.37% | 0.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 461,981 | 9,408 | 0.19% | 0.19% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 455,709 | 9,280 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMJ Financial Wealth Management | History | No change | 449,382 | 9,177 | 2.16% | 2.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Red Spruce Capital, LLC | History | Added to | 455,717 | 9,171 | 3.24% | 3.13% | 61 | +14,493 | 3.28% | Q3 2026 | Oct 07, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 453,633 | 9,129 | 5.03% | 4.87% | 62 | +3,593 | 0.8% | Q3 2026 | Oct 08, 2026 |
| Sound Stewardship, LLC | History | No change | 437,452 | 8,908 | 3.67% | 3.67% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 412,168 | 8,393 | 0.73% | 0.73% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ProVise Management Group, LLC | History | No change | 404,242 | 8,232 | 0.55% | 0.55% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Colonial Trust Advisors | History | No change | 400,211 | 8,150 | 0.57% | 0.57% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 398,361 | 8,112 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 390,049 | 7,943 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Carnegie Investment Counsel | History | No change | 389,392 | 7,929 | 0.16% | 0.16% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marietta Wealth Management, LLC | History | No change | 381,772 | 7,774 | 0.8% | 0.8% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SFE Investment Counsel | History | No change | 378,645 | 7,711 | 1.04% | 1.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 364,109 | 7,418 | 0.94% | 0.94% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Advisor Group, LLC | History | No change | 359,115 | 7,313 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Paradiem, LLC | History | No change | 355,186 | 7,233 | 1.56% | 1.56% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCS Wealth Management | History | No change | 350,461 | 7,137 | 1.29% | 1.29% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 345,990 | 7,046 | 3.49% | 3.49% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 340,237 | 6,928 | 1.31% | 1.31% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Carroll Advisory Group, LLC | History | No change | 335,272 | 6,827 | 2.24% | 2.24% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parisi Gray Wealth Management | History | No change | 325,874 | 6,636 | 1.36% | 1.36% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 321,727 | 6,551 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carmel Capital Partners, LLC | History | No change | 318,124 | 6,478 | 2.14% | 2.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 317,142 | 6,459 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 305,087 | 6,213 | 0.74% | 0.74% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 294,496 | 5,997 | 1.8% | 1.8% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Wealth Management LLC | History | No change | 291,745 | 5,941 | 1.26% | 1.26% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 288,272 | 5,870 | 3.23% | 3.23% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORTON COMMUNITY BANK | History | No change | 287,499 | 5,854 | 1.19% | 1.19% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 283,380 | 5,771 | 2.13% | 2.13% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 281,720 | 5,737 | 1.04% | 1.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farnam Financial LLC | History | No change | 279,904 | 5,700 | 4.16% | 4.16% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINTRA WEALTH, LLC | History | No change | 275,747 | 5,623 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 275,727 | 5,615 | 0.54% | 0.54% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 249,929 | 5,089 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 249,878 | 5,088 | 0.61% | 0.61% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trilogy Capital Inc. | History | No change | 242,601 | 4,940 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Colonial Trust Co / SC | History | No change | 233,745 | 4,760 | 0.6% | 0.6% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthAvenue LLC | History | No change | 231,216 | 4,708 | 3.37% | 3.37% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Old Port Advisors | History | No change | 218,795 | 4,455 | 0.88% | 0.88% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 218,578 | 4,451 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Berger Financial Group, Inc | History | No change | 216,040 | 4,399 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 211,700 | 4,312 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 211,361 | 4,304 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizons Wealth Management | History | New | 208,883 | 4,203 | 2.62% | — | 103 | +208,883 | New | Q3 2026 | Oct 05, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 204,824 | 4,122 | 1.01% | 1.11% | 104 | -992 | -0.48% | Q3 2026 | Oct 07, 2026 |
| River Street Advisors LLC | History | No change | 188,365 | 3,836 | 1.13% | 1.13% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prospera Financial Services Inc | History | No change | 187,853 | 3,825 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 186,663 | 3,801 | 3.07% | 3.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 185,931 | 3,786 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | No change | 172,512 | 3,513 | 2.02% | 2.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 170,776 | 3,477 | 1.64% | 1.64% | 110 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 170,701 | 3,476 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 168,456 | 3,430 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CRA Financial Services, LLC | History | No change | 166,956 | 3,400 | 0.39% | 0.39% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspen Investment Management Inc | History | No change | 164,663 | 3,353 | 0.9% | 0.9% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 162,236 | 3,303 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 161,780 | 3,294 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 160,119 | 3,260 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 159,005 | 3,238 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 156,188 | 3,180 | 0.54% | 0.54% | 119 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FCA CORP /TX | History | No change | 153,117 | 3,118 | 0.77% | 0.77% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tempo Wealth, LLC | History | No change | 152,928 | 3,114 | 0.46% | 0.46% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 150,065 | 3,056 | 0.58% | 0.58% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leisure Capital Management | History | No change | 149,925 | 3,053 | 0.95% | 0.95% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 149,757 | 3,049 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avior Wealth Management, LLC | History | No change | 148,843 | 3,031 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 148,307 | 3,020 | 0.64% | 0.64% | 126 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 147,367 | 3,001 | 0.79% | 0.79% | 127 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Opulen Financial Group LLC | History | No change | 146,217 | 2,977 | 1.87% | 1.87% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 145,571 | 2,964 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Livet Wealth, LLC | History | No change | 144,555 | 2,943 | 1.7% | 1.7% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 142,531 | 2,902 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 140,057 | 2,852 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lantz Financial LLC | History | No change | 139,777 | 2,846 | 0.52% | 0.52% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 139,113 | 2,833 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 138,589 | 2,822 | 0.41% | 0.41% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ark Wealth Advisors LLC | History | No change | 137,806 | 2,806 | 2.49% | 2.49% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 136,692 | 2,783 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 132,917 | 2,706 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 129,448 | 2,636 | 0.31% | 0.31% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 125,646 | 2,558 | 2.04% | 2.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 121,210 | 2,468 | 0.21% | 0.21% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 117,024 | 2,383 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 115,075 | 2,343 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TFR Capital, LLC. | History | No change | 114,814 | 2,338 | 0.66% | 0.66% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 114,713 | 2,336 | 1.4% | 1.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 114,571 | 2,333 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 104,977 | 2,137 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 104,710 | 2,132 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, Corp | History | No change | 101,350 | 2,063 | 1.67% | 1.67% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Trust Co | History | No change | 100,019 | 2,036 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tenon Financial LLC | History | No change | 98,023 | 1,996 | 0.64% | 0.64% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 97,935 | 1,994 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEMITAM BONAM LLC | History | No change | 93,696 | 1,908 | 1.4% | 1.4% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 92,983 | 1,893 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVEXIA WEALTH LLC | History | No change | 92,601 | 1,883 | 0.51% | 0.51% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 90,510 | 1,843 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Financial Network Corp | History | No change | 89,839 | 1,829 | 1.01% | 1.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roundview Capital LLC | History | No change | 86,769 | 1,767 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 83,053 | 1,691 | 0.22% | 0.22% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 82,316 | 1,676 | 0.37% | 0.37% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 81,973 | 1,669 | 0.74% | 0.74% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key FInancial Inc | History | No change | 81,927 | 1,668 | 0.27% | 0.27% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Redmond Asset Management, LLC | History | No change | 80,914 | 1,647 | 0.41% | 0.41% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First City Capital Management, Inc. | History | No change | 78,430 | 1,597 | 0.78% | 0.78% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 78,299 | 1,594 | 0.54% | 0.54% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 77,332 | 1,574 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 77,069 | 1,569 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | No change | 76,941 | 1,566 | 0.39% | 0.39% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ArborFi Advisors, LLC | History | No change | 76,741 | 1,562 | 1.13% | 1.13% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 76,234 | 1,552 | 0.23% | 0.23% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75,945 | 1,546 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,635 | 1,540 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 74,858 | 1,524 | 0.3% | 0.3% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 74,391 | 1,514 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 73,940 | 1,505 | 0.43% | 0.43% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kathmere Capital Management, LLC | History | No change | 73,793 | 1,502 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 73,342 | 1,493 | 0.7% | 0.7% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| River Wealth Advisors LLC | History | No change | 70,180 | 1,429 | 0.15% | 0.15% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 67,936 | 1,383 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towne Trust Company, N.A | History | No change | 66,495 | 1,354 | 0.41% | 0.41% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apella Capital, LLC | History | Added to | 63,716 | 1,286 | 0.02% | 0.01% | 181 | +11,881 | 22.92% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 63,010 | 1,283 | 0.31% | 0.31% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANOVER ADVISORS INC | History | No change | 62,426 | 1,271 | 0.46% | 0.46% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 62,452 | 1,271 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 61,314 | 1,248 | 0.88% | 0.88% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Segment Wealth Management, LLC | History | No change | 60,688 | 1,235 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 60,343 | 1,228 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 59,370 | 1,209 | 0.85% | 0.85% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Independence Bank of Kentucky | History | No change | 59,070 | 1,202 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Oder Investment Management, LLC | History | No change | 58,499 | 1,191 | 0.8% | 0.8% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 57,157 | 1,164 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Opus Financial Solutions LLC | History | No change | 55,256 | 1,125 | 0.91% | 0.91% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 54,691 | 1,113 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordatus Wealth Management LLC | History | No change | 51,091 | 1,040 | 0.23% | 0.23% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XY Planning Network, Inc. | History | No change | 51,115 | 1,040 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 50,746 | 1,033 | 0.6% | 0.6% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 50,751 | 1,033 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 50,546 | 1,029 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | No change | 50,126 | 1,020 | 0.32% | 0.32% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 49,609 | 1,010 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gambit Capital Management, LLC | History | No change | 49,627 | 1,010 | 0.59% | 0.59% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kovack Advisors, Inc. | History | No change | 48,458 | 986 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 48,410 | 985 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Financial Corp/CA | History | No change | 47,940 | 976 | 0.29% | 0.29% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Life Planners | History | No change | 47,815 | 973 | 0.63% | 0.63% | 205 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 46,813 | 953 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 46,409 | 947 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 46,196 | 940 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 45,795 | 932 | 0.24% | 0.24% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sigma Planning Corp | History | No change | 45,359 | 923 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, LLC | History | No change | 44,927 | 914 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sensible Money, LLC | History | No change | 44,526 | 906 | 0.24% | 0.24% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cypress Wealth Services, LLC | History | No change | 44,175 | 899 | 0.11% | 0.11% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| 4Thought Financial Group Inc. | History | No change | 44,062 | 897 | 0.42% | 0.42% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vantage Point Financial LLC | History | No change | 43,730 | 890 | 0.27% | 0.27% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 43,581 | 887 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 43,290 | 878 | 0.24% | 0.24% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | No change | 43,090 | 877 | 0.1% | 0.1% | 218 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 42,212 | 859 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cynosure Group, LLC | History | No change | 41,794 | 851 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 41,305 | 841 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 41,013 | 835 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 40,583 | 826 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 40,173 | 818 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 40,096 | 816 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 39,445 | 803 | 0.15% | 0.15% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 39,013 | 794 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,461 | 783 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JM2 Capital Inc. | History | No change | 37,371 | 761 | 0.52% | 0.52% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 37,150 | 756 | 0.16% | 0.16% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 36,666 | 746 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Modern Wealth Management, LLC | History | No change | 36,585 | 745 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GPM Growth Investors, Inc. | History | No change | 36,142 | 736 | 0.31% | 0.31% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 35,870 | 730 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 35,752 | 728 | 0.19% | 0.19% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Financial Partners LLC | History | No change | 35,395 | 721 | 0.25% | 0.25% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Newport Capital Group, LLC | History | No change | 34,864 | 710 | 0.4% | 0.4% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allen Capital Group, LLC | History | No change | 34,784 | 708 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keel Point, LLC | History | No change | 34,695 | 706 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 34,639 | 704 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 34,121 | 694 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 34,004 | 692 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 33,967 | 691 | 0.35% | 0.35% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 33,465 | 681 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 33,339 | 678 | 0.06% | 0.06% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Unified Investment Management | History | No change | 31,960 | 650 | 0.6% | 0.6% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Quarterback LLC | History | No change | 31,043 | 632 | 0.2% | 0.2% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 30,878 | 628 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisors, LLC | History | No change | 30,139 | 613 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Western Wealth Management, LLC | History | No change | 29,740 | 605 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 28,782 | 586 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodman Financial Corp | History | No change | 28,277 | 575 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | No change | 27,951 | 569 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 27,414 | 558 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 27,342 | 556 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 27,262 | 555 | 0.15% | 0.15% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 27,076 | 551 | 0.42% | 0.42% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 27,000 | 549 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ballew Advisors, Inc | History | No change | 27,233 | 548 | 0.27% | 0.29% | 259 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 26,910 | 548 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 26,901 | 547 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 26,517 | 540 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 26,337 | 536 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axis Wealth Partners, LLC | History | No change | 26,330 | 536 | 0.26% | 0.26% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,827 | 525 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Phoenix Financial Ltd. | History | No change | 25,408 | 517 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YANKCOM Partnership | History | No change | 25,171 | 512 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 25,093 | 511 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 24,996 | 509 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 24,763 | 504 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 24,686 | 502 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Well Done, LLC | History | No change | 23,801 | 484 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 23,583 | 480 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 23,115 | 470 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Net Worth Advisory Group | History | No change | 22,942 | 467 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,793 | 464 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 22,781 | 464 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 22,551 | 459 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,422 | 436 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 21,222 | 432 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tassel Capital Management, Inc. | History | No change | 21,175 | 431 | 0.2% | 0.2% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 20,770 | 422 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brown Financial Advisory | History | No change | 20,734 | 422 | 0.18% | 0.18% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 20,501 | 417 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Added to | 20,440 | 411 | 0.03% | 0.03% | 286 | +922 | 4.72% | Q3 2026 | Oct 06, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 20,228 | 411 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berkshire Money Management, Inc. | History | No change | 20,159 | 410 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MEMBERS WEALTH LLC | History | No change | 20,095 | 409 | 0.22% | 0.22% | 288 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 19,558 | 398 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Private Trust Co. | History | Reduced | 19,475 | 391 | 0.02% | 0.02% | 290 | -290 | -1.47% | Q3 2026 | Oct 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 19,153 | 388 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 19,153 | 388 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMI Advisory Services, LLC | History | No change | 18,958 | 386 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crews Bank & Trust | History | No change | 18,065 | 367 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 17,600 | 358 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 17,590 | 358 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 17,417 | 354 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 15,859 | 322 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthCare Asset Management, LLC | History | No change | 15,436 | 314 | 0.13% | 0.13% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bill Few Associates, Inc. | History | No change | 15,339 | 312 | 0.07% | 0.07% | 300 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Compton Financial Group, LLC | History | No change | 15,241 | 310 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sun Financial Inc | History | No change | 15,013 | 305 | 0.14% | 0.14% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 14,975 | 304 | 0.08% | 0.08% | 303 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Certified Advisory Corp | History | No change | 14,731 | 299 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 14,588 | 297 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,500 | 295 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASL Financial, LLC | History | No change | 14,403 | 293 | 0.21% | 0.21% | 307 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | No change | 14,154 | 288 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 13,882 | 282 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 13,523 | 275 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 13,450 | 273 | 0.11% | 0.11% | 311 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 13,254 | 269 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 13,039 | 265 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,649 | 257 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 12,371 | 251 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Altus Wealth Group LLC | History | No change | 12,033 | 245 | 0.09% | 0.09% | 316 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | No change | 11,991 | 244 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 11,782 | 240 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | Added to | 11,895 | 239 | 0.14% | 0.14% | 319 | +568 | 5.01% | Q3 2026 | Oct 08, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 11,754 | 236 | 0.01% | 0.01% | 320 | -295 | -2.45% | Q3 2026 | Oct 07, 2026 |
| Castleview Partners, LLC | History | No change | 11,628 | 236 | 0.1% | 0.1% | 321 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strid Group, LLC | History | No change | 11,335 | 230 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,286 | 229 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 11,218 | 228 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Foundry Financial Group, Inc. | History | No change | 11,154 | 227 | 0.1% | 0.1% | 325 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blueprint Investment Partners LLC | History | No change | 11,087 | 225 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 11,087 | 225 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 10,983 | 223 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,842 | 220 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Somerset Trust Co | History | No change | 10,747 | 218 | 0.06% | 0.06% | 330 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ancora Advisors LLC | History | No change | 10,662 | 217 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,630 | 216 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,503 | 213 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,399 | 211 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 10,351 | 210 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,308 | 209 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integris Wealth Management, LLC | History | No change | 10,287 | 209 | 0.04% | 0.04% | 337 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GHE, LLC | History | No change | 10,000 | 203 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Darden Wealth Group Inc | History | No change | 10,000 | 203 | 0.08% | 0.08% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 9,919 | 202 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 10,000 | 202 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 9,914 | 201 | 0.05% | 0.05% | 342 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Intrua Financial, LLC | History | No change | 9,904 | 201 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | No change | 9,831 | 200 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 9,842 | 200 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 9,822 | 200 | 0.15% | 0.15% | 346 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 9,708 | 197 | 0.06% | 0.06% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,722 | 197 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8,239 | 167 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BankPlus Trust Department | History | No change | 8,151 | 165 | 0.04% | 0.04% | 350 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 7,588 | 154 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 7,379 | 150 | 0.11% | 0.11% | 352 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EASTERN BANK | History | No change | 6,686 | 134 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| US BANCORP \DE\ | History | No change | 6,327 | 128 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 5,893 | 120 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,542 | 112 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Community Bank | History | No change | 5,500 | 112 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,258 | 107 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 3,984 | 81 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,980 | 80 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marquette Asset Management, LLC | History | No change | 3,867 | 77 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,684 | 75 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,261 | 66 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 3,088 | 62 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 3,092 | 62 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ASSETMARK, INC | History | No change | 2,143 | 43 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,730 | 35 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,700 | 34 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,605 | 32 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,475 | 30 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,403 | 28 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,395 | 28 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Branch Capital LLC | History | No change | 1,084 | 22 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smithfield Trust Co | History | No change | 1,046 | 21 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 990 | 20 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 979 | 19 | 0.0% | 0.0% | 378 | +134 | 15.86% | Q3 2026 | Oct 08, 2026 |
| City State Bank | History | No change | 967 | 19 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aspect Partners, LLC | History | No change | 975 | 19 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 855 | 17 | 0.0% | 0.0% | 379 | -15,676 | -94.83% | Q3 2026 | Oct 08, 2026 |
| Community Bank, N.A. | History | No change | 720 | 14 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 669 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 600 | 12 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AE Wealth Management LLC | History | No change | 579 | 11 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 501 | 10 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 440 | 8 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 433 | 8 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CX Institutional | History | Added to | 356 | 7 | 0.0% | 0.0% | 387 | +4 | 1.14% | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 323 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First PREMIER Bank | History | No change | 305 | 6 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 215 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 182 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Imprint Wealth LLC | History | No change | 113 | 2 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GS Investments, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -26,795 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -26,042 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,313 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CITIGROUP INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |