Invesco Exchange-Traded Self-Indexed Fund Trust - BSCT
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 | 8,936,736 | 166,763 | 0.01% | 0.01% | 1 | +647,988 | 7.82% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,849,192 | 127,808 | 0.02% | 0.02% | 2 | +695,111 | 11.3% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,346,510 | 118,428 | 0.36% | 0.36% | 3 | -39,673 | -0.62% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 4,751,065 | 88,656 | 0.02% | 0.02% | 4 | +402,394 | 9.25% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,717,245 | 88,025 | 0.03% | 0.03% | 5 | -284,284 | -5.68% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,611,035 | 67,383 | 0.62% | 0.81% | 6 | +210,426 | 6.19% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,487,306 | 65,073 | 0.0% | 0.0% | 7 | +845,134 | 31.99% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,177,261 | 59,288 | 0.01% | 0.01% | 8 | +271,602 | 9.35% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,599,716 | 48,511 | 1.38% | 1.53% | 9 | -15,498 | -0.59% | Q1 2026 | Apr 09, 2026 |
| UBS Group AG | History | Reduced | 2,572,542 | 48,003 | 0.01% | 0.01% | 10 | -65,884 | -2.5% | Q1 2026 | May 05, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,452,536 | 45,765 | 2.21% | 2.55% | 11 | +125,548 | 5.4% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,445,163 | 45,627 | 0.01% | 0.01% | 12 | +289,430 | 13.43% | Q1 2026 | May 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 2,236,936 | 41,742 | 8.01% | 7.91% | 13 | -9,453 | -0.42% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 2,231,679 | 41,644 | 0.24% | 0.22% | 14 | +163,845 | 7.92% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,127,010 | 39,690 | 0.01% | 0.01% | 15 | +206,382 | 10.75% | Q1 2026 | May 04, 2026 |
| TLWM | History | Added to | 1,565,709 | 29,216 | 5.26% | 5.05% | 16 | +101,641 | 6.94% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,554,814 | 29,013 | 0.03% | 0.02% | 17 | +155,739 | 11.13% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,452,359 | 27,104 | 0.04% | 0.03% | 18 | +403,941 | 38.53% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,378,357 | 25,720 | 0.4% | 0.4% | 19 | +93,910 | 7.31% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,329,857 | 24,815 | 1.92% | 1.94% | 20 | +34,661 | 2.68% | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Added to | 1,257,219 | 23,460 | 0.27% | 0.27% | 21 | +21,608 | 1.75% | Q1 2026 | Apr 16, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,250,151 | 23,328 | 2.28% | 2.21% | 22 | +28,527 | 2.34% | Q1 2026 | May 06, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,244,819 | 23,228 | 2.18% | 1.96% | 23 | +242,921 | 24.25% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,164,246 | 21,725 | 0.05% | 0.04% | 24 | +215,191 | 22.67% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,139,118 | 21,256 | 1.77% | 0.05% | 25 | +1,104,643 | 3204.19% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,038,403 | 19,377 | 0.37% | 0.33% | 26 | +93,444 | 9.89% | Q1 2026 | May 12, 2026 |
| DAVIS R M INC | History | Added to | 975,287 | 18,199 | 0.32% | 0.24% | 27 | +240,406 | 32.71% | Q1 2026 | May 13, 2026 |
| Headland Capital, LLC | History | Added to | 965,340 | 18,013 | 5.08% | 4.93% | 28 | +25,347 | 2.7% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 961,430 | 17,940 | 2.46% | 2.67% | 29 | -59,597 | -5.84% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 917,448 | 17,119 | 0.03% | 0.03% | 30 | +29,824 | 3.36% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 850,769 | 15,875 | 1.08% | 1.06% | 31 | +18,297 | 2.2% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 833,754 | 15,558 | 0.04% | 0.04% | 32 | -15,042 | -1.77% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 735,933 | 13,732 | 0.02% | 0.02% | 33 | -26,805 | -3.51% | Q1 2026 | May 14, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 715,691 | 13,355 | 5.61% | 5.24% | 34 | +1,975 | 0.28% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 690,938 | 12,893 | 0.03% | 0.01% | 35 | +393,051 | 131.95% | Q1 2026 | Apr 30, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 679,457 | 12,678 | 2.31% | 2.35% | 36 | +26,768 | 4.1% | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 665,156 | 12,412 | 3.57% | 3.76% | 37 | +6,376 | 0.97% | Q1 2026 | Apr 13, 2026 |
| Goepper Burkhardt LLC | History | Added to | 663,826 | 12,387 | 4.14% | 3.86% | 38 | +35,584 | 5.66% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 616,952 | 11,620 | 0.76% | 0.76% | 39 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Carrera Capital Advisors | History | Added to | 599,828 | 11,193 | 1.72% | 1.73% | 40 | +52,341 | 9.56% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning, LLC | History | Added to | 593,753 | 11,101 | 2.51% | 1.71% | 41 | +202,879 | 51.9% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 588,463 | 10,981 | 0.0% | 0.0% | 42 | +47,049 | 8.69% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 588,164 | 10,975 | 0.46% | 0.46% | 43 | +3,680 | 0.63% | Q1 2026 | Apr 30, 2026 |
| Straight Path Wealth Management | History | Added to | 586,225 | 10,939 | 2.92% | 2.77% | 44 | +40,477 | 7.42% | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 578,153 | 10,788 | 2.94% | 3.0% | 45 | +44,369 | 8.31% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 563,065 | 10,507 | 0.11% | — | 46 | +563,065 | New | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 560,692 | 10,462 | 1.3% | — | 47 | +560,692 | New | Q1 2026 | Apr 29, 2026 |
| First International Bank of Israel Ltd. | History | No change | 540,000 | 10,076 | 2.96% | 4.86% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 527,994 | 9,796 | 0.0% | 0.0% | 49 | +103,077 | 24.26% | Q1 2026 | May 15, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 511,072 | 9,536 | 2.01% | 1.98% | 50 | +11,314 | 2.26% | Q1 2026 | May 05, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 482,517 | 9,004 | 0.19% | 0.19% | 51 | +25,278 | 5.53% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 473,413 | 8,834 | 0.02% | 0.03% | 52 | -69,751 | -12.84% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 460,358 | 8,590 | 0.05% | 0.04% | 53 | +44,118 | 10.6% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 456,357 | 8,515 | 0.01% | 0.01% | 54 | +110,825 | 32.07% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 425,976 | 7,948 | 0.19% | 0.2% | 55 | +16,415 | 4.01% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 415,015 | 7,744 | 0.09% | 0.09% | 56 | +3,989 | 0.97% | Q1 2026 | May 01, 2026 |
| Paradiem, LLC | History | New | 411,874 | 7,685 | 1.69% | — | 57 | +411,874 | New | Q1 2026 | May 04, 2026 |
| Colonial Trust Advisors | History | Added to | 411,739 | 7,683 | 0.6% | 0.53% | 58 | +37,629 | 10.06% | Q1 2026 | May 12, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 410,629 | 7,662 | 0.87% | 0.79% | 59 | -130,899 | -24.17% | Q1 2026 | May 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 409,180 | 7,635 | 3.5% | 1.03% | 60 | +294,871 | 257.96% | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Added to | 398,467 | 7,428 | 0.04% | 0.02% | 61 | +193,608 | 94.51% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 396,381 | 7,396 | 0.88% | 0.82% | 62 | +20,819 | 5.54% | Q1 2026 | Apr 21, 2026 |
| Decker Wealth Management LLC | History | Added to | 395,504 | 7,380 | 1.67% | 1.62% | 63 | +4,047 | 1.03% | Q1 2026 | May 06, 2026 |
| ProVise Management Group, LLC | History | Added to | 371,318 | 6,928 | 0.5% | 0.41% | 64 | +64,106 | 20.87% | Q1 2026 | May 06, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 366,508 | 6,839 | 3.85% | 3.44% | 65 | +48,989 | 15.43% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 361,632 | 6,748 | 0.25% | 0.23% | 66 | +26,380 | 7.87% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 356,219 | 6,647 | 0.01% | 0.01% | 67 | +96,314 | 37.06% | Q1 2026 | Apr 27, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 354,731 | 6,619 | 0.41% | 0.45% | 68 | -969 | -0.27% | Q1 2026 | Apr 28, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 351,205 | 6,553 | 2.37% | 2.17% | 69 | +23,754 | 7.25% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 339,539 | 6,335 | 0.0% | — | 70 | +339,539 | New | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 327,509 | 6,111 | 1.44% | 1.46% | 71 | -1,411 | -0.43% | Q1 2026 | May 08, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 327,238 | 6,106 | 0.86% | 1.51% | 72 | -106,344 | -24.53% | Q1 2026 | Apr 20, 2026 |
| SFE Investment Counsel | History | Added to | 324,359 | 6,052 | 0.95% | 0.89% | 73 | +17,321 | 5.64% | Q1 2026 | May 01, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 318,058 | 5,935 | 3.59% | 3.49% | 74 | +6,845 | 2.2% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | Added to | 315,132 | 5,880 | 0.11% | 0.09% | 75 | +64,024 | 25.5% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 313,815 | 5,855 | 0.77% | 0.7% | 76 | +32,329 | 11.49% | Q1 2026 | May 04, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 313,346 | 5,847 | 1.27% | 1.26% | 77 | +3,775 | 1.22% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 312,777 | 5,836 | 0.12% | 0.11% | 78 | +13,751 | 4.6% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Added to | 311,093 | 5,805 | 1.28% | 1.24% | 79 | +18,267 | 6.24% | Q1 2026 | May 08, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 305,272 | 5,696 | 2.21% | 1.63% | 80 | +105,384 | 52.72% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Reduced | 284,033 | 5,300 | 1.08% | 1.04% | 81 | -262,559 | -48.04% | Q1 2026 | Apr 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 283,986 | 5,299 | 2.23% | 2.27% | 82 | +8,549 | 3.1% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 278,034 | 5,171 | 0.0% | 0.0% | 83 | +163,618 | 143.0% | Q1 2026 | May 13, 2026 |
| Farnam Financial LLC | History | Added to | 275,748 | 5,145 | 4.23% | 3.61% | 84 | +20,749 | 8.14% | Q1 2026 | Apr 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 263,126 | 4,910 | 0.18% | 0.18% | 85 | +13,701 | 5.49% | Q1 2026 | May 14, 2026 |
| Red Spruce Capital, LLC | History | Added to | 260,030 | 4,852 | 1.99% | 0.55% | 86 | +178,108 | 217.41% | Q1 2026 | Apr 09, 2026 |
| NorthAvenue LLC | History | Added to | 255,756 | 4,772 | 3.79% | 3.79% | 87 | +12,974 | 5.34% | Q1 2026 | Apr 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 246,956 | 4,608 | 0.2% | 0.2% | 88 | +9,641 | 4.06% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 235,211 | 4,389 | 0.02% | 0.02% | 89 | +23,658 | 11.18% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 233,209 | 4,351 | 0.02% | 0.02% | 90 | +104,474 | 81.15% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 232,238 | 4,333 | 0.01% | 0.01% | 91 | +40,653 | 21.22% | Q1 2026 | May 14, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 231,301 | 4,316 | 0.38% | 0.06% | 92 | +192,944 | 503.02% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 227,402 | 4,283 | 0.03% | 0.03% | 93 | +20,308 | 9.81% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Added to | 228,195 | 4,258 | 2.79% | 2.69% | 94 | +10,131 | 4.65% | Q1 2026 | Apr 02, 2026 |
| Colonial Trust Co / SC | History | Added to | 227,914 | 4,252 | 0.58% | 0.52% | 95 | +19,673 | 9.45% | Q1 2026 | May 12, 2026 |
| Souders Financial Advisors | History | Added to | 227,085 | 4,237 | 0.48% | 0.48% | 96 | +3,497 | 1.56% | Q1 2026 | May 04, 2026 |
| Parisi Gray Wealth Management | History | Added to | 223,288 | 4,166 | 0.99% | 0.62% | 97 | +78,247 | 53.95% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 219,548 | 4,096 | 0.05% | 0.05% | 98 | +4,967 | 2.31% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 216,047 | 4,031 | 0.09% | 0.09% | 99 | +11,471 | 5.61% | Q1 2026 | May 04, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 207,386 | 3,872 | 0.38% | 0.38% | 100 | +55,379 | 36.43% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 205,956 | 3,843 | 0.0% | — | 101 | +205,956 | New | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 202,742 | 3,783 | 0.27% | 0.52% | 102 | +3,040 | 1.52% | Q1 2026 | May 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 202,151 | 3,772 | 0.3% | 0.28% | 103 | +5,041 | 2.56% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 198,362 | 3,701 | 0.05% | 0.04% | 104 | +15,980 | 8.76% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 196,660 | 3,669 | 0.35% | 0.1% | 105 | +137,412 | 231.93% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 195,836 | 3,654 | 0.01% | 0.02% | 106 | -16,622 | -7.82% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 194,733 | 3,633 | 0.06% | 0.05% | 107 | +20,189 | 11.57% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 192,886 | 3,599 | 0.03% | 0.49% | 108 | -3,474,766 | -94.74% | Q1 2026 | May 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 184,970 | 3,451 | 3.17% | 3.15% | 109 | +1,531 | 0.83% | Q1 2026 | Apr 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 183,576 | 3,425 | 0.06% | 0.06% | 110 | +2,015 | 1.11% | Q1 2026 | May 04, 2026 |
| S.E.E.D. Planning Group LLC | History | Added to | 181,423 | 3,385 | 0.98% | 0.96% | 111 | +2,888 | 1.62% | Q1 2026 | Apr 23, 2026 |
| Coastline Complete Wealth LLC | History | No change | 176,559 | 3,325 | 2.09% | 2.09% | 112 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Opulen Financial Group LLC | History | Added to | 173,869 | 3,244 | 2.28% | 2.21% | 113 | +12,417 | 7.69% | Q1 2026 | Apr 29, 2026 |
| Old Port Advisors | History | Added to | 172,457 | 3,218 | 0.74% | 0.67% | 114 | +26,460 | 18.12% | Q1 2026 | Apr 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 163,172 | 3,044 | 0.19% | 0.19% | 115 | +4,624 | 2.92% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 161,130 | 3,006 | 0.0% | 0.0% | 116 | +47,317 | 41.57% | Q1 2026 | May 07, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 152,359 | 2,854 | 0.78% | 0.69% | 117 | +21,996 | 16.87% | Q1 2026 | Apr 16, 2026 |
| Aspen Investment Management Inc | History | Added to | 151,230 | 2,822 | 0.86% | 0.86% | 118 | +575 | 0.38% | Q1 2026 | Apr 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 146,023 | 2,724 | 0.2% | 0.19% | 119 | +8,656 | 6.3% | Q1 2026 | Apr 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 145,218 | 2,709 | 0.47% | 0.46% | 120 | -65 | -0.04% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 141,761 | 2,645 | 0.01% | 0.02% | 121 | -86,664 | -37.94% | Q1 2026 | Apr 24, 2026 |
| Ellevest, Inc. | History | Added to | 137,926 | 2,573 | 0.36% | 0.36% | 122 | +1,130 | 0.83% | Q1 2026 | May 11, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 137,373 | 2,563 | 2.26% | 1.79% | 123 | -888 | -0.64% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 136,797 | 2,552 | 0.02% | 0.02% | 124 | +45,617 | 50.03% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 130,080 | 2,427 | 0.51% | 0.4% | 125 | +34,640 | 36.3% | Q1 2026 | Apr 15, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 129,931 | 2,424 | 0.36% | 0.36% | 126 | +5,626 | 4.53% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 126,246 | 2,355 | 0.01% | 0.02% | 127 | -16,725 | -11.7% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 124,710 | 2,349 | 0.62% | 0.62% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 125,779 | 2,343 | 0.06% | 0.08% | 129 | +24,875 | 24.65% | Q1 2026 | May 14, 2026 |
| Heritage Trust Co | History | Added to | 121,581 | 2,268 | 0.23% | 0.18% | 130 | +28,462 | 30.57% | Q1 2026 | May 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 121,438 | 2,266 | 0.29% | 0.19% | 131 | +46,215 | 61.44% | Q1 2026 | Apr 09, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 114,714 | 2,140 | 1.34% | 0.88% | 132 | +31,929 | 38.57% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 114,428 | 2,135 | 0.06% | 0.06% | 133 | +4,047 | 3.67% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 113,338 | 2,114 | 0.0% | 0.0% | 134 | +13,327 | 13.33% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,915 | 2,108 | 0.0% | 0.01% | 135 | -88,345 | -43.9% | Q1 2026 | Apr 08, 2026 |
| True Vision MN LLC | History | Added to | 112,028 | 2,090 | 1.08% | 1.06% | 136 | +1,493 | 1.35% | Q1 2026 | Apr 16, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 110,714 | 2,065 | 0.3% | 0.19% | 137 | +37,062 | 50.32% | Q1 2026 | May 01, 2026 |
| Livet Wealth, LLC | History | Added to | 108,092 | 2,017 | 1.28% | 1.18% | 138 | +6,289 | 6.18% | Q1 2026 | Apr 24, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 102,006 | 1,903 | 0.54% | 0.49% | 139 | +4,225 | 4.32% | Q1 2026 | Apr 10, 2026 |
| SEMITAM BONAM LLC | History | Added to | 101,095 | 1,886 | 1.54% | 1.45% | 140 | +8,524 | 9.21% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 94,459 | 1,762 | 0.0% | 0.03% | 141 | -784,032 | -89.25% | Q1 2026 | May 15, 2026 |
| Oder Investment Management, LLC | History | Added to | 93,532 | 1,745 | 1.34% | 1.18% | 142 | +7,043 | 8.14% | Q1 2026 | May 05, 2026 |
| FCA CORP /TX | History | Added to | 92,299 | 1,722 | 0.49% | 0.43% | 143 | +10,963 | 13.48% | Q1 2026 | May 14, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 91,456 | 1,706 | 1.53% | 0.48% | 144 | +65,663 | 254.58% | Q1 2026 | May 05, 2026 |
| Tempo Wealth, LLC | History | Added to | 91,437 | 1,706 | 0.3% | 0.19% | 145 | +35,031 | 62.11% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 86,362 | 1,611 | 0.39% | 0.39% | 146 | +935 | 1.09% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 82,857 | 1,546 | 0.05% | 0.05% | 148 | +11,095 | 15.46% | Q1 2026 | May 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 82,885 | 1,546 | 0.41% | 0.39% | 147 | +5,690 | 7.37% | Q1 2026 | Apr 09, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 82,724 | 1,543 | 0.23% | 0.2% | 149 | -675 | -0.81% | Q1 2026 | May 01, 2026 |
| ArborFi Advisors, LLC | History | Added to | 79,403 | 1,481 | 1.21% | 1.17% | 150 | +2,662 | 3.47% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 79,316 | 1,480 | 0.0% | 0.0% | 151 | +9,475 | 13.57% | Q1 2026 | May 05, 2026 |
| River Wealth Advisors LLC | History | Added to | 79,090 | 1,475 | 0.17% | 0.16% | 152 | +4,504 | 6.04% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 78,375 | 1,462 | 0.02% | — | 153 | +78,375 | New | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 77,576 | 1,447 | 0.24% | 0.27% | 154 | -4,470 | -5.45% | Q1 2026 | Apr 16, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 72,632 | 1,355 | 0.56% | 0.41% | 155 | +15,655 | 27.48% | Q1 2026 | May 07, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 71,978 | 1,343 | 0.46% | 0.47% | 156 | +4,904 | 7.31% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,362 | 1,331 | 0.02% | 0.02% | 157 | -111 | -0.16% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Added to | 68,909 | 1,285 | 0.3% | 0.23% | 158 | +9,790 | 16.56% | Q1 2026 | Apr 27, 2026 |
| Financially in Tune, LLC | History | Added to | 68,117 | 1,271 | 1.09% | 0.32% | 159 | +50,024 | 276.48% | Q1 2026 | Apr 22, 2026 |
| Meridian Financial Partners LLC | History | Added to | 67,831 | 1,267 | 0.48% | 0.14% | 160 | +48,916 | 258.61% | Q1 2026 | Apr 15, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 67,547 | 1,260 | 0.67% | 0.69% | 161 | +2,061 | 3.15% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 63,754 | 1,189 | 0.12% | 0.11% | 162 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 63,289 | 1,180 | 0.39% | 0.35% | 163 | +6,863 | 12.16% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Added to | 62,665 | 1,169 | 0.15% | 0.14% | 164 | +2,223 | 3.68% | Q1 2026 | Apr 30, 2026 |
| Unified Investment Management | History | Added to | 62,620 | 1,168 | 1.19% | 1.15% | 165 | +1,481 | 2.42% | Q1 2026 | Apr 29, 2026 |
| Key FInancial Inc | History | Added to | 60,947 | 1,137 | 0.2% | 0.2% | 166 | +3,544 | 6.17% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 60,522 | 1,129 | 0.0% | 0.0% | 167 | +5,028 | 9.06% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Added to | 57,645 | 1,075 | 0.08% | 0.08% | 168 | +648 | 1.14% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | Added to | 57,575 | 1,074 | 0.06% | 0.06% | 169 | +3,595 | 6.66% | Q1 2026 | Apr 20, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 55,305 | 1,032 | 0.24% | 0.14% | 170 | +23,437 | 73.54% | Q1 2026 | Apr 16, 2026 |
| Apella Capital, LLC | History | Reduced | 54,987 | 1,032 | 0.02% | 0.02% | 171 | -1,876 | -3.3% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Added to | 55,155 | 1,029 | 0.42% | 0.37% | 172 | +4,273 | 8.4% | Q1 2026 | May 07, 2026 |
| Redwood Financial Network Corp | History | Added to | 51,155 | 954 | 0.63% | 0.53% | 173 | +7,120 | 16.17% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 50,314 | 947 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Towne Trust Company, N.A | History | Added to | 50,660 | 945 | 0.3% | 0.28% | 175 | +3,400 | 7.19% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,959 | 932 | 0.0% | 0.0% | 176 | +48,801 | 4214.25% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,932 | 931 | 0.01% | 0.02% | 177 | +9,497 | 23.49% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 49,925 | 931 | 0.22% | 0.19% | 178 | +6,181 | 14.13% | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 48,941 | 913 | 0.02% | 0.03% | 179 | -843 | -1.69% | Q1 2026 | May 14, 2026 |
| Western Financial Corp/CA | History | Reduced | 48,147 | 898 | 0.35% | 0.37% | 180 | -2,038 | -4.06% | Q1 2026 | Apr 22, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 48,010 | 895 | 0.19% | 0.17% | 181 | +7,235 | 17.74% | Q1 2026 | May 14, 2026 |
| Net Worth Advisory Group | History | Added to | 47,826 | 892 | 0.18% | 0.14% | 182 | +12,004 | 33.51% | Q1 2026 | May 05, 2026 |
| Redmond Asset Management, LLC | History | Added to | 47,787 | 891 | 0.24% | 0.22% | 183 | +2,339 | 5.15% | Q1 2026 | May 06, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 46,259 | 863 | 0.43% | 0.4% | 184 | +2,997 | 6.93% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,030 | 840 | 0.0% | 0.0% | 185 | +14,199 | 46.05% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 44,506 | 830 | 0.0% | 0.0% | 186 | +500 | 1.14% | Q1 2026 | May 14, 2026 |
| Newport Capital Group, LLC | History | No change | 41,800 | 780 | 0.48% | 0.48% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 41,541 | 775 | 0.01% | 0.0% | 188 | +3,531 | 9.29% | Q1 2026 | May 07, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 40,967 | 764 | 0.11% | 0.12% | 189 | -5,534 | -11.9% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 40,116 | 755 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 40,201 | 750 | 0.01% | 0.01% | 191 | +3,228 | 8.73% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 39,619 | 739 | 0.0% | 0.0% | 192 | -9,090 | -18.66% | Q1 2026 | May 14, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 37,198 | 694 | 0.4% | 0.4% | 193 | +104 | 0.28% | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 36,807 | 686 | 0.08% | 0.05% | 194 | +14,519 | 65.14% | Q1 2026 | Apr 23, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 36,390 | 679 | 0.44% | 0.36% | 195 | +6,405 | 21.36% | Q1 2026 | Apr 24, 2026 |
| JM2 Capital Inc. | History | Added to | 36,346 | 678 | 0.56% | 0.52% | 196 | +2,041 | 5.95% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Added to | 35,911 | 670 | 0.24% | 0.24% | 197 | +150 | 0.42% | Q1 2026 | May 01, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 35,809 | 669 | 0.08% | 0.07% | 198 | +6,793 | 23.41% | Q1 2026 | Apr 22, 2026 |
| Allen Capital Group, LLC | History | No change | 35,422 | 667 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 35,652 | 665 | 0.2% | 0.2% | 200 | +323 | 0.91% | Q1 2026 | May 20, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 34,729 | 648 | 0.13% | 0.05% | 201 | +19,728 | 131.51% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Reduced | 34,140 | 637 | 0.0% | 0.0% | 202 | -800 | -2.29% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 33,958 | 633 | 0.0% | 0.0% | 203 | +2,113 | 6.64% | Q1 2026 | Apr 27, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 32,350 | 603 | 0.4% | 0.42% | 204 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Goodman Financial Corp | History | No change | 31,634 | 590 | 0.1% | 0.11% | 205 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | No change | 31,165 | 581 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 31,108 | 580 | 0.03% | 0.03% | 207 | -7,866 | -20.18% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Reduced | 30,693 | 572 | 0.09% | 0.25% | 208 | -44,787 | -59.34% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 29,428 | 549 | 0.01% | 0.01% | 209 | +172 | 0.59% | Q1 2026 | May 11, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 28,875 | 538 | 0.08% | 0.07% | 210 | +268 | 0.94% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 28,473 | 531 | 0.01% | — | 211 | +28,473 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 28,188 | 525 | 0.0% | 0.0% | 213 | +3,844 | 15.79% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 28,182 | 525 | 0.01% | 0.01% | 212 | -1,329 | -4.5% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 27,819 | 519 | 0.05% | 0.02% | 214 | +18,412 | 195.73% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 27,684 | 516 | 0.0% | 0.0% | 215 | +8,522 | 44.47% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 27,676 | 516 | 0.27% | 0.29% | 216 | -95 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Kessler Investment Group, LLC | History | Added to | 27,510 | 513 | 0.24% | 0.22% | 217 | +92 | 0.34% | Q1 2026 | Apr 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 26,892 | 501 | 0.01% | — | 218 | +26,892 | New | Q1 2026 | Apr 21, 2026 |
| Wealth Quarterback LLC | History | Added to | 26,574 | 495 | 0.19% | 0.15% | 219 | +4,563 | 20.73% | Q1 2026 | Apr 09, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 26,265 | 490 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,868 | 482 | 0.0% | 0.0% | 221 | +611 | 2.42% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | No change | 25,349 | 473 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 24,802 | 462 | 0.03% | 0.02% | 223 | +6,315 | 34.16% | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Added to | 24,750 | 461 | 0.14% | 0.14% | 224 | +1,389 | 5.95% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,674 | 460 | 0.01% | 0.01% | 225 | +69 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 23,391 | 436 | 0.11% | 0.14% | 226 | -5,974 | -20.34% | Q1 2026 | Apr 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 23,208 | 433 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 23,018 | 429 | 0.11% | 0.12% | 228 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 22,860 | 426 | 0.02% | 0.02% | 229 | -275 | -1.19% | Q1 2026 | Apr 30, 2026 |
| SNS Financial Group, LLC | History | Added to | 22,734 | 424 | 0.04% | 0.03% | 230 | +6,052 | 36.28% | Q1 2026 | Apr 14, 2026 |
| Brown Financial Advisory | History | No change | 22,730 | 424 | 0.21% | 0.22% | 231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 22,688 | 423 | 0.05% | 0.05% | 232 | +202 | 0.9% | Q1 2026 | Apr 15, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 22,380 | 417 | 0.03% | — | 235 | +22,380 | New | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 22,370 | 417 | 0.01% | 0.01% | 233 | +2,762 | 14.09% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,355 | 417 | 0.02% | 0.02% | 234 | +700 | 3.23% | Q1 2026 | May 19, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,956 | 409 | 0.01% | 0.01% | 236 | +33 | 0.15% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 21,605 | 403 | 0.11% | 0.09% | 237 | +155 | 0.72% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 20,749 | 387 | 0.11% | 0.11% | 238 | +34 | 0.16% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 20,309 | 378 | 0.01% | 0.01% | 239 | +385 | 1.93% | Q1 2026 | Apr 17, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 20,194 | 376 | 0.23% | 0.26% | 240 | +115 | 0.57% | Q1 2026 | May 11, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 19,338 | 360 | 0.2% | — | 241 | +19,338 | New | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 19,105 | 356 | 0.0% | 0.0% | 242 | -1,725 | -8.28% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | No change | 18,659 | 348 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 18,549 | 346 | 0.05% | 0.05% | 244 | +1,220 | 7.04% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 18,413 | 343 | 0.01% | 0.01% | 245 | +171 | 0.94% | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 17,973 | 335 | 0.14% | 0.14% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | New | 17,869 | 333 | 0.0% | — | 248 | +17,869 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17,871 | 333 | 0.0% | 0.0% | 247 | -6,276 | -25.99% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 17,825 | 332 | 0.08% | 0.09% | 249 | -774 | -4.16% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 16,628 | 310 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 16,579 | 309 | 0.17% | 0.19% | 252 | +153 | 0.93% | Q1 2026 | Apr 21, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 16,573 | 309 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASL Financial, LLC | History | No change | 16,070 | 299 | 0.24% | 0.24% | 253 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,767 | 294 | 0.01% | 0.01% | 254 | +395 | 2.57% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 15,500 | 289 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 15,116 | 282 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 15,073 | 281 | 0.01% | 0.01% | 257 | +357 | 2.43% | Q1 2026 | Apr 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 14,750 | 275 | 0.08% | 0.09% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| RVW Wealth, LLC | History | Added to | 14,413 | 268 | 0.02% | 0.02% | 259 | +1,299 | 9.91% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 14,143 | 263 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,893 | 259 | 0.01% | 0.01% | 261 | +150 | 1.09% | Q1 2026 | Apr 08, 2026 |
| Ascentis Independent Advisors | History | New | 13,828 | 258 | 0.02% | — | 262 | +13,828 | New | Q1 2026 | Apr 28, 2026 |
| Flaharty Asset Management, LLC | History | No change | 13,600 | 253 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quartz Partners, LLC | History | Reduced | 13,518 | 252 | 0.1% | 0.11% | 264 | -1,850 | -12.04% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 12,483 | 235 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | New | 12,587 | 234 | 0.01% | — | 267 | +12,587 | New | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 12,557 | 234 | 0.07% | 0.07% | 266 | -501 | -3.84% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,000 | 223 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 11,949 | 222 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| DOVER ADVISORS, LLC | History | No change | 11,929 | 222 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,833 | 220 | 0.01% | 0.01% | 271 | +597 | 5.31% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Added to | 11,802 | 220 | 0.05% | 0.05% | 272 | +128 | 1.1% | Q1 2026 | Apr 10, 2026 |
| Foundry Financial Group, Inc. | History | No change | 11,780 | 219 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | New | 11,730 | 218 | 0.0% | — | 275 | +11,730 | New | Q1 2026 | May 04, 2026 |
| Strid Group, LLC | History | New | 11,695 | 218 | 0.03% | — | 276 | +11,695 | New | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | Reduced | 11,714 | 218 | 0.04% | 0.04% | 274 | -482 | -3.95% | Q1 2026 | May 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,601 | 216 | 0.01% | 0.01% | 277 | +198 | 1.74% | Q1 2026 | Apr 15, 2026 |
| Bill Few Associates, Inc. | History | No change | 11,600 | 216 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Valmark Advisers, Inc. | History | New | 11,539 | 215 | 0.0% | — | 280 | +11,539 | New | Q1 2026 | May 01, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 11,534 | 215 | 0.07% | 0.07% | 279 | -70 | -0.6% | Q1 2026 | Apr 08, 2026 |
| Claris Financial LLC | History | Added to | 11,515 | 214 | 0.12% | 0.11% | 282 | +56 | 0.49% | Q1 2026 | May 18, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,507 | 214 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 11,340 | 211 | 0.0% | 0.0% | 283 | -2,385 | -17.38% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 10,990 | 205 | 0.01% | 0.01% | 284 | -10,858 | -49.7% | Q1 2026 | May 14, 2026 |
| Darden Wealth Group Inc | History | No change | 11,000 | 205 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 10,911 | 203 | 0.01% | — | 286 | +10,911 | New | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Reduced | 10,816 | 201 | 0.02% | 0.02% | 287 | -2,021 | -15.74% | Q1 2026 | Apr 17, 2026 |
| MEMBERS WEALTH LLC | History | No change | 10,803 | 201 | 0.12% | 0.13% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 10,694 | 199 | 0.03% | 0.03% | 289 | +108 | 1.02% | Q1 2026 | May 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,605 | 197 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | New | 10,174 | 189 | 0.15% | — | 291 | +10,174 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,079 | 150 | 0.0% | 0.01% | 292 | -11,474 | -58.68% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7,611 | 142 | 0.0% | — | 293 | +7,611 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 6,664 | 124 | 0.0% | 0.0% | 294 | +3,310 | 98.69% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,208 | 115 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 6,020 | 112 | 0.0% | 0.0% | 297 | +4,694 | 354.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,959 | 112 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Davis Capital Management | History | Reduced | 5,701 | 106 | 0.07% | 0.08% | 298 | -180 | -3.06% | Q1 2026 | Apr 16, 2026 |
| United Community Bank | History | New | 5,500 | 102 | 0.03% | — | 299 | +5,500 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 5,015 | 93 | 0.0% | 0.0% | 300 | +1,901 | 61.05% | Q1 2026 | Apr 13, 2026 |