Invesco Exchange-Traded Self-Indexed Fund Trust - BSCU
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 | 10,688,308 | 178,698 | 0.01% | 0.01% | 1 | +1,089,332 | 11.35% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,225,294 | 154,238 | 1.21% | 1.1% | 2 | +165,251 | 1.82% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 8,438,015 | 141,076 | 0.43% | 0.4% | 3 | +587,893 | 7.49% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,147,847 | 86,067 | 0.03% | 0.03% | 4 | +100,600 | 1.99% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 5,124,848 | 85,682 | 0.02% | 0.02% | 5 | +56,835 | 1.12% | Q1 2026 | May 06, 2026 |
| TruWealth Advisors, LLC | History | Added to | 4,680,408 | 78,252 | 3.76% | 3.76% | 6 | +131,629 | 2.89% | Q1 2026 | Apr 09, 2026 |
| Invesco Ltd. | History | Added to | 4,405,136 | 73,649 | 0.01% | 0.01% | 7 | +171,173 | 4.04% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,820,540 | 63,875 | 0.58% | 0.76% | 8 | +239,954 | 6.7% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,254,571 | 54,413 | 0.01% | 0.01% | 9 | +470,325 | 16.89% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,780,691 | 46,490 | 0.0% | 0.0% | 10 | +286,582 | 11.49% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,639,665 | 44,133 | 0.01% | 0.01% | 11 | +137,041 | 5.48% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 2,621,207 | 43,824 | 2.12% | 2.45% | 12 | +135,509 | 5.45% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,608,754 | 43,616 | 0.84% | 0.76% | 13 | +215,735 | 9.02% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 2,216,757 | 37,061 | 0.01% | 0.01% | 14 | +157,979 | 7.67% | Q1 2026 | May 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 2,156,089 | 36,047 | 3.15% | 3.0% | 15 | +48,910 | 2.32% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 1,912,512 | 31,936 | 0.16% | 0.11% | 16 | +628,768 | 48.98% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 1,903,876 | 31,831 | 0.36% | 0.36% | 17 | +34,230 | 1.83% | Q1 2026 | Apr 16, 2026 |
| TLWM | History | Added to | 1,805,663 | 30,189 | 5.44% | 5.13% | 18 | +148,434 | 8.96% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 1,673,196 | 27,974 | 0.16% | 0.15% | 19 | +173,847 | 11.59% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,448,572 | 24,218 | 2.36% | 2.3% | 20 | +32,386 | 2.29% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,420,995 | 23,757 | 1.84% | 1.81% | 21 | +69,903 | 5.17% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 1,168,992 | 19,544 | 2.68% | 2.44% | 22 | +131,020 | 12.62% | Q1 2026 | Apr 23, 2026 |
| Clark Asset Management, LLC | History | Added to | 1,157,736 | 19,356 | 1.82% | 1.67% | 23 | +206,125 | 21.66% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,138,622 | 19,036 | 0.01% | 0.0% | 24 | +153,134 | 15.54% | Q1 2026 | May 04, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 1,049,383 | 17,544 | 1.98% | 1.82% | 25 | -341,157 | -24.53% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 999,401 | 16,709 | 0.03% | 0.03% | 26 | +39,973 | 4.17% | Q1 2026 | May 14, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 963,719 | 16,112 | 6.7% | 6.66% | 27 | +21,229 | 2.25% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 959,962 | 16,049 | 0.02% | 0.02% | 28 | +21,284 | 2.27% | Q1 2026 | May 14, 2026 |
| Advisors Capital Management, LLC | History | Added to | 955,693 | 15,978 | 0.19% | 0.19% | 29 | +6,720 | 0.71% | Q1 2026 | May 01, 2026 |
| DAVIS R M INC | History | Added to | 808,747 | 13,521 | 0.24% | 0.21% | 30 | +78,419 | 10.74% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 763,061 | 12,758 | 0.02% | 0.02% | 31 | +71,018 | 10.26% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 692,248 | 11,574 | 0.03% | 0.03% | 32 | +33,596 | 5.1% | Q1 2026 | Apr 30, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | Added to | 689,400 | 11,526 | 2.1% | 2.11% | 33 | +35,863 | 5.49% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 683,399 | 11,425 | 0.03% | 0.03% | 34 | -42,526 | -5.86% | Q1 2026 | May 04, 2026 |
| CVFG LLC | History | New | 670,503 | 11,210 | 1.39% | — | 35 | +670,503 | New | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 661,157 | 11,053 | 0.03% | 0.03% | 36 | -97,794 | -12.89% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 645,966 | 10,929 | 0.72% | 0.72% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 648,957 | 10,850 | 0.03% | 0.02% | 38 | +152,656 | 30.76% | Q1 2026 | Apr 22, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 646,116 | 10,802 | 0.46% | 0.45% | 39 | +9,536 | 1.5% | Q1 2026 | Apr 30, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 637,269 | 10,654 | 2.91% | 2.8% | 40 | +84,244 | 15.23% | Q1 2026 | Apr 09, 2026 |
| Goepper Burkhardt LLC | History | Added to | 617,619 | 10,326 | 3.45% | 3.22% | 41 | +34,301 | 5.88% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning, LLC | History | Added to | 567,021 | 9,498 | 2.14% | 1.68% | 42 | +140,216 | 32.85% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 551,941 | 9,162 | 0.0% | 0.0% | 43 | +118,553 | 27.35% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 509,239 | 8,514 | 0.09% | — | 44 | +509,239 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 508,021 | 8,494 | 0.0% | 0.0% | 45 | +156,378 | 44.47% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 489,231 | 8,179 | 1.93% | 1.96% | 46 | -97 | -0.02% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 479,552 | 8,017 | 2.67% | 2.63% | 47 | +9,130 | 1.94% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 478,616 | 8,002 | 0.19% | 0.2% | 48 | +23,453 | 5.15% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 466,464 | 7,799 | 0.16% | 0.15% | 49 | +48,312 | 11.55% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 457,911 | 7,655 | 0.03% | 0.03% | 50 | +14,169 | 3.19% | Q1 2026 | Apr 30, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 457,241 | 7,644 | 3.21% | 2.91% | 51 | +16,302 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 453,873 | 7,588 | 0.04% | 0.04% | 52 | +31,652 | 7.5% | Q1 2026 | May 05, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 446,909 | 7,471 | 0.89% | 0.83% | 53 | +23,575 | 5.57% | Q1 2026 | Apr 21, 2026 |
| Decker Wealth Management LLC | History | Added to | 430,184 | 7,192 | 1.63% | 1.51% | 54 | +23,460 | 5.77% | Q1 2026 | May 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 374,410 | 6,262 | 0.11% | 0.12% | 55 | -2,515 | -0.67% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Added to | 374,385 | 6,259 | 0.45% | 0.27% | 56 | +146,820 | 64.52% | Q1 2026 | May 06, 2026 |
| Waycross Investment Management Co | History | Reduced | 368,183 | 6,155 | 5.88% | 5.67% | 57 | -13,109 | -3.44% | Q1 2026 | Apr 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 366,781 | 6,132 | 3.71% | 3.46% | 58 | +23,845 | 6.95% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 366,431 | 6,126 | 0.01% | 0.0% | 59 | +108,952 | 42.31% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Added to | 363,052 | 6,069 | 0.47% | 0.41% | 60 | +40,037 | 12.39% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 362,811 | 6,065 | 0.0% | — | 61 | +362,811 | New | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Added to | 354,188 | 5,921 | 1.31% | 1.26% | 62 | +23,517 | 7.11% | Q1 2026 | May 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 350,831 | 5,865 | 0.77% | 0.56% | 63 | +98,155 | 38.85% | Q1 2026 | May 04, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 324,935 | 5,432 | 1.18% | 1.16% | 64 | +7,245 | 2.28% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 313,580 | 5,242 | 0.07% | 0.06% | 65 | +12,834 | 4.27% | Q1 2026 | Apr 28, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 289,718 | 4,843 | 2.73% | 2.47% | 66 | +36,055 | 14.21% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 286,629 | 4,792 | 0.18% | — | 67 | +286,629 | New | Q1 2026 | May 14, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 286,149 | 4,784 | 1.86% | 1.54% | 68 | +75,111 | 35.59% | Q1 2026 | Apr 22, 2026 |
| BCS Wealth Management | History | Reduced | 279,332 | 4,670 | 0.95% | 0.95% | 69 | -275,570 | -49.66% | Q1 2026 | Apr 17, 2026 |
| Straight Path Wealth Management | History | Added to | 271,731 | 4,543 | 1.21% | 1.18% | 70 | +12,969 | 5.01% | Q1 2026 | Apr 22, 2026 |
| NorthAvenue LLC | History | Added to | 269,116 | 4,499 | 3.58% | 3.66% | 71 | +7,852 | 3.01% | Q1 2026 | Apr 15, 2026 |
| HighPoint Advisor Group LLC | History | New | 258,427 | 4,320 | 0.18% | — | 72 | +258,427 | New | Q1 2026 | May 14, 2026 |
| SFE Investment Counsel | History | Added to | 257,115 | 4,298 | 0.68% | 0.61% | 73 | +22,171 | 9.44% | Q1 2026 | May 01, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 254,823 | 4,260 | 1.79% | 1.77% | 74 | +15,027 | 6.27% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 249,359 | 4,169 | 0.01% | 0.0% | 75 | +46,447 | 22.89% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 248,943 | 4,162 | 0.05% | 0.05% | 76 | +9,140 | 3.81% | Q1 2026 | May 05, 2026 |
| Souders Financial Advisors | History | Added to | 243,575 | 4,072 | 0.46% | 0.46% | 77 | +7,801 | 3.31% | Q1 2026 | May 04, 2026 |
| Carnegie Investment Counsel | History | Added to | 241,190 | 4,032 | 0.08% | 0.06% | 78 | +63,589 | 35.8% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 234,725 | 3,924 | 0.09% | 0.09% | 79 | +11,859 | 5.32% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 233,812 | 3,909 | 0.0% | 0.0% | 80 | +17,776 | 8.23% | Q1 2026 | May 12, 2026 |
| Horizons Wealth Management | History | Reduced | 231,938 | 3,877 | 2.54% | 2.58% | 81 | -1,076 | -0.46% | Q1 2026 | Apr 02, 2026 |
| Farnam Financial LLC | History | Added to | 228,922 | 3,827 | 3.15% | 2.73% | 82 | +14,550 | 6.79% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 208,992 | 3,494 | 0.0% | 0.01% | 83 | -20,664 | -9.0% | Q1 2026 | Apr 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 206,535 | 3,453 | 2.43% | 2.29% | 84 | +20,909 | 11.26% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 204,998 | 3,426 | 0.01% | 0.01% | 85 | +36,053 | 21.34% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 202,657 | 3,388 | 0.0% | — | 86 | +202,657 | New | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | Added to | 202,413 | 3,384 | 0.46% | 0.43% | 87 | +10,277 | 5.35% | Q1 2026 | May 12, 2026 |
| S.E.E.D. Planning Group LLC | History | New | 201,966 | 3,376 | 0.98% | — | 88 | +201,966 | New | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 200,631 | 3,354 | 0.27% | 0.25% | 89 | +4,364 | 2.22% | Q1 2026 | Apr 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 200,282 | 3,348 | 0.06% | 0.06% | 90 | +2,765 | 1.4% | Q1 2026 | May 04, 2026 |
| Coastline Complete Wealth LLC | History | No change | 193,748 | 3,278 | 2.06% | 2.06% | 91 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 195,269 | 3,264 | 3.0% | 2.97% | 92 | +2,472 | 1.28% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 183,014 | 3,059 | 0.06% | 0.06% | 93 | +11,466 | 6.68% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 179,094 | 2,981 | 0.09% | 0.11% | 94 | -47,965 | -21.12% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 167,894 | 2,807 | 0.05% | 0.05% | 95 | +4,573 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 164,815 | 2,755 | 0.08% | 0.08% | 96 | +6,781 | 4.29% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 155,486 | 2,599 | 0.01% | 0.01% | 97 | +64,530 | 70.95% | Q1 2026 | Apr 24, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 153,787 | 2,571 | 2.27% | 1.8% | 98 | -911 | -0.59% | Q1 2026 | May 04, 2026 |
| Ellevest, Inc. | History | Added to | 152,829 | 2,555 | 0.36% | 0.35% | 99 | +1,470 | 0.97% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 151,149 | 2,527 | 0.01% | 0.01% | 100 | +4,828 | 3.3% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 149,660 | 2,502 | 0.18% | 0.17% | 101 | +9,841 | 7.04% | Q1 2026 | Apr 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 140,209 | 2,344 | 0.34% | 0.15% | 102 | +77,265 | 122.75% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 124,598 | 2,083 | 0.07% | 0.05% | 103 | +32,759 | 35.67% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 121,645 | 2,033 | 0.0% | 0.0% | 104 | +14,446 | 13.48% | Q1 2026 | May 07, 2026 |
| Leo Wealth, LLC | History | Added to | 119,184 | 1,992 | 0.14% | 0.14% | 105 | +2,028 | 1.73% | Q1 2026 | May 05, 2026 |
| True Vision MN LLC | History | Added to | 118,937 | 1,988 | 1.03% | 1.0% | 106 | +3,206 | 2.77% | Q1 2026 | Apr 16, 2026 |
| VestGen Advisors, LLC | History | Added to | 116,311 | 1,942 | 0.05% | 0.07% | 107 | +24,943 | 27.3% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 113,157 | 1,891 | 0.01% | 0.01% | 108 | +4,991 | 4.61% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 111,320 | 1,861 | 0.18% | 0.16% | 109 | +2,949 | 2.72% | Q1 2026 | May 01, 2026 |
| SEMITAM BONAM LLC | History | Added to | 108,645 | 1,816 | 1.48% | 1.36% | 110 | +11,830 | 12.22% | Q1 2026 | Apr 21, 2026 |
| Heritage Trust Co | History | Added to | 106,951 | 1,788 | 0.18% | 0.12% | 111 | +36,610 | 52.05% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 98,717 | 1,653 | 0.0% | 0.0% | 112 | -109,428 | -52.57% | Q1 2026 | Apr 08, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 96,154 | 1,607 | 0.24% | 0.2% | 113 | -735 | -0.76% | Q1 2026 | May 01, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 94,951 | 1,587 | 0.42% | 0.41% | 114 | +5,905 | 6.63% | Q1 2026 | Apr 09, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 93,717 | 1,566 | 0.38% | 0.38% | 115 | +1,032 | 1.11% | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Added to | 91,385 | 1,527 | 0.27% | 0.26% | 116 | +291 | 0.32% | Q1 2026 | Apr 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 84,913 | 1,419 | 0.3% | 0.22% | 117 | +25,492 | 42.9% | Q1 2026 | Apr 15, 2026 |
| Red Spruce Capital, LLC | History | Added to | 84,465 | 1,412 | 0.58% | 0.17% | 118 | +58,211 | 221.72% | Q1 2026 | Apr 09, 2026 |
| River Wealth Advisors LLC | History | Added to | 82,160 | 1,373 | 0.16% | 0.14% | 119 | +7,360 | 9.84% | Q1 2026 | May 13, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 81,549 | 1,363 | 0.47% | 0.48% | 120 | +5,669 | 7.47% | Q1 2026 | Apr 21, 2026 |
| Livet Wealth, LLC | History | Added to | 80,260 | 1,341 | 0.85% | 0.73% | 121 | +10,642 | 15.29% | Q1 2026 | Apr 24, 2026 |
| ArborFi Advisors, LLC | History | Added to | 78,641 | 1,314 | 1.07% | 1.02% | 122 | +4,284 | 5.76% | Q1 2026 | Apr 29, 2026 |
| Meridian Financial Partners LLC | History | Added to | 77,848 | 1,304 | 0.5% | 0.15% | 123 | +55,943 | 255.39% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 77,566 | 1,297 | 0.03% | 0.02% | 124 | +45,183 | 139.53% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Added to | 76,975 | 1,286 | 0.16% | 0.15% | 125 | +6,885 | 9.82% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 76,562 | 1,280 | 0.02% | 0.02% | 126 | -1,568 | -2.01% | Q1 2026 | Apr 20, 2026 |
| CRA Financial Services, LLC | History | Added to | 75,735 | 1,266 | 0.16% | 0.11% | 127 | +26,495 | 53.81% | Q1 2026 | Apr 09, 2026 |
| JPL Wealth Management, LLC | History | Added to | 73,254 | 1,224 | 0.28% | 0.29% | 128 | +2,334 | 3.29% | Q1 2026 | May 08, 2026 |
| AA Financial Advisors, LLC | History | Added to | 73,033 | 1,221 | 0.17% | 0.1% | 129 | +41,115 | 128.81% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Added to | 70,946 | 1,186 | 0.27% | 0.2% | 130 | +12,652 | 21.7% | Q1 2026 | Apr 27, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 68,367 | 1,149 | 0.32% | 0.28% | 131 | +10,105 | 17.34% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 66,638 | 1,114 | 0.01% | 0.01% | 132 | +20,141 | 43.32% | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 64,098 | 1,071 | 0.16% | 0.14% | 133 | +7,944 | 14.15% | Q1 2026 | Apr 08, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 63,631 | 1,063 | 0.22% | 0.08% | 134 | +37,167 | 140.44% | Q1 2026 | Apr 20, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 63,519 | 1,061 | 0.44% | 0.39% | 135 | +4,193 | 7.07% | Q1 2026 | May 07, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 62,253 | 1,040 | 0.6% | 0.62% | 136 | -1,818 | -2.84% | Q1 2026 | May 01, 2026 |
| Tempo Wealth, LLC | History | Added to | 61,856 | 1,034 | 0.18% | 0.13% | 137 | +19,566 | 46.27% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | New | 61,798 | 1,033 | 0.76% | — | 138 | +61,798 | New | Q1 2026 | May 08, 2026 |
| Apella Capital, LLC | History | Reduced | 61,219 | 1,032 | 0.02% | 0.02% | 139 | -2,052 | -3.24% | Q1 2026 | Apr 20, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 59,816 | 1,002 | 0.1% | 0.04% | 140 | +39,996 | 201.8% | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | No change | 58,131 | 971 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Segment Wealth Management, LLC | History | Added to | 55,655 | 930 | 0.05% | 0.05% | 142 | +3,985 | 7.71% | Q1 2026 | Apr 20, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 55,395 | 926 | 0.22% | 0.19% | 144 | +6,021 | 12.19% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 54,760 | 926 | 0.01% | 0.01% | 143 | +695 | 1.29% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 54,808 | 916 | 0.37% | 0.33% | 145 | +4,956 | 9.94% | Q1 2026 | May 07, 2026 |
| Western Financial Corp/CA | History | Reduced | 54,176 | 905 | 0.35% | 0.37% | 146 | -783 | -1.42% | Q1 2026 | Apr 22, 2026 |
| Old Port Advisors | History | New | 53,442 | 893 | 0.21% | — | 147 | +53,442 | New | Q1 2026 | Apr 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 52,501 | 877 | 0.01% | 0.01% | 148 | +6,813 | 14.91% | Q1 2026 | May 13, 2026 |
| First City Capital Management, Inc. | History | Added to | 51,825 | 866 | 0.46% | 0.31% | 149 | +17,492 | 50.95% | Q1 2026 | Apr 17, 2026 |
| DOVER ADVISORS, LLC | History | No change | 51,782 | 865 | 0.36% | 0.34% | 150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 50,831 | 849 | 0.45% | 0.46% | 151 | +1,673 | 3.4% | Q1 2026 | May 01, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 50,570 | 845 | 0.19% | 0.06% | 152 | +35,872 | 244.06% | Q1 2026 | Apr 16, 2026 |
| Key FInancial Inc | History | Added to | 49,989 | 835 | 0.15% | 0.15% | 153 | +1,209 | 2.48% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,736 | 814 | 0.01% | 0.01% | 154 | +9,720 | 24.91% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 47,928 | 801 | 0.02% | 0.03% | 155 | -5,717 | -10.66% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,591 | 795 | 0.01% | 0.01% | 156 | -6,884 | -12.64% | Q1 2026 | Apr 07, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 46,972 | 785 | 0.01% | 0.01% | 157 | +4,097 | 9.56% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | No change | 46,788 | 782 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cypress Wealth Services, LLC | History | New | 46,507 | 777 | 0.11% | — | 159 | +46,507 | New | Q1 2026 | Apr 15, 2026 |
| Redmond Asset Management, LLC | History | Added to | 45,892 | 767 | 0.21% | 0.19% | 160 | +2,777 | 6.44% | Q1 2026 | May 06, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 44,431 | 742 | 0.22% | 0.23% | 161 | +282 | 0.64% | Q1 2026 | May 20, 2026 |
| Keel Point, LLC | History | No change | 42,721 | 722 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 42,195 | 705 | 0.0% | 0.0% | 163 | -14,376 | -25.41% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 42,053 | 703 | 0.0% | 0.0% | 164 | +294 | 0.7% | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 41,815 | 701 | 0.08% | 0.07% | 165 | +6,997 | 20.1% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 41,397 | 692 | 0.0% | 0.0% | 166 | +40,563 | 4863.67% | Q1 2026 | May 01, 2026 |
| Newport Capital Group, LLC | History | No change | 40,033 | 669 | 0.41% | 0.41% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allen Capital Group, LLC | History | No change | 39,498 | 668 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 37,232 | 629 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 37,085 | 620 | 0.0% | 0.0% | 170 | +2,646 | 7.68% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 35,545 | 601 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 34,372 | 574 | 0.16% | 0.09% | 172 | +15,340 | 80.6% | Q1 2026 | Apr 10, 2026 |
| JM2 Capital Inc. | History | Added to | 34,288 | 573 | 0.48% | 0.43% | 173 | +2,560 | 8.07% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 34,055 | 569 | 0.01% | 0.01% | 174 | +120 | 0.35% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 33,768 | 564 | 0.0% | 0.0% | 175 | -10,249 | -23.28% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Added to | 33,407 | 558 | 0.37% | 0.27% | 176 | +8,328 | 33.21% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,880 | 549 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 31,977 | 534 | 0.01% | — | 178 | +31,977 | New | Q1 2026 | May 11, 2026 |
| Sensible Money, LLC | History | Added to | 31,735 | 530 | 0.16% | 0.14% | 179 | +4,939 | 18.43% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 31,584 | 528 | 0.0% | 0.0% | 180 | +4,550 | 16.83% | Q1 2026 | Apr 30, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 30,844 | 515 | 0.27% | 0.29% | 181 | -104 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 30,000 | 507 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Kessler Investment Group, LLC | History | Added to | 30,013 | 501 | 0.24% | 0.21% | 183 | +468 | 1.58% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | No change | 29,875 | 499 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 29,615 | 495 | 0.01% | 0.01% | 185 | +115 | 0.39% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 29,594 | 494 | 0.03% | 0.02% | 186 | +9,258 | 45.53% | Q1 2026 | May 11, 2026 |
| Wealth Quarterback LLC | History | Added to | 28,797 | 481 | 0.19% | 0.15% | 187 | +4,284 | 17.48% | Q1 2026 | Apr 09, 2026 |
| Roundview Capital LLC | History | No change | 28,054 | 469 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quartz Partners, LLC | History | No change | 27,538 | 460 | 0.18% | 0.17% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 26,544 | 443 | 0.01% | — | 190 | +26,544 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,512 | 426 | 0.04% | 0.01% | 191 | +19,327 | 312.48% | Q1 2026 | Apr 30, 2026 |
| Net Worth Advisory Group | History | Added to | 25,446 | 425 | 0.09% | 0.03% | 192 | +15,421 | 153.83% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,315 | 423 | 0.0% | 0.0% | 194 | +345 | 1.38% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 25,345 | 423 | 0.05% | 0.05% | 193 | +230 | 0.92% | Q1 2026 | Apr 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 23,138 | 386 | 0.02% | 0.02% | 195 | -1,290 | -5.28% | Q1 2026 | Apr 29, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 22,830 | 381 | 0.25% | 0.15% | 197 | +9,010 | 65.2% | Q1 2026 | Apr 24, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 22,841 | 381 | 0.08% | 0.05% | 196 | +8,066 | 54.59% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 22,669 | 379 | 0.01% | — | 198 | +22,669 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 22,151 | 370 | 0.0% | 0.0% | 199 | +7,247 | 48.62% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 22,160 | 370 | 0.01% | 0.01% | 200 | +135 | 0.61% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,698 | 362 | 0.01% | 0.01% | 201 | +1,686 | 8.42% | Q1 2026 | May 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,272 | 355 | 0.0% | 0.0% | 202 | +4,681 | 28.21% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 21,138 | 353 | 0.01% | — | 203 | +21,138 | New | Q1 2026 | Apr 21, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 21,075 | 352 | 0.27% | 0.28% | 204 | -969 | -4.4% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 21,030 | 351 | 0.0% | 0.0% | 205 | +5,192 | 32.78% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,940 | 350 | 0.0% | 0.0% | 206 | +1,530 | 7.88% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 20,938 | 350 | 0.01% | 0.01% | 207 | +455 | 2.22% | Q1 2026 | Apr 17, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Added to | 20,785 | 348 | 0.07% | 0.06% | 208 | +2,980 | 16.74% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 20,557 | 343 | 0.0% | 0.0% | 209 | -447 | -2.13% | Q1 2026 | Apr 28, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 20,479 | 342 | 0.19% | — | 210 | +20,479 | New | Q1 2026 | Apr 09, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 20,198 | 337 | 0.11% | 0.12% | 211 | -81 | -0.4% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,210 | 336 | 0.0% | 0.0% | 212 | +11,418 | 129.87% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Reduced | 20,110 | 336 | 0.08% | 0.09% | 213 | -448 | -2.18% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,954 | 333 | 0.0% | — | 214 | +19,954 | New | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 19,265 | 322 | 0.05% | 0.17% | 215 | -37,101 | -65.82% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 19,316 | 322 | 0.01% | — | 216 | +19,316 | New | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 19,187 | 320 | 0.01% | 0.01% | 217 | +133 | 0.7% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 19,043 | 318 | 0.08% | 0.07% | 218 | +104 | 0.55% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 18,047 | 301 | 0.0% | 0.0% | 219 | +344 | 1.94% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 17,745 | 296 | 0.01% | 0.01% | 220 | -800 | -4.31% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | Added to | 17,612 | 294 | 0.01% | 0.01% | 221 | +541 | 3.17% | Q1 2026 | May 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 17,160 | 286 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Reduced | 16,460 | 275 | 0.17% | 0.26% | 223 | -5,741 | -25.86% | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 16,390 | 274 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,281 | 272 | 0.0% | 0.0% | 225 | +3,526 | 27.64% | Q1 2026 | May 01, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 16,117 | 269 | 0.04% | 0.04% | 227 | +299 | 1.89% | Q1 2026 | May 13, 2026 |
| Goodman Financial Corp | History | No change | 16,140 | 269 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| YANKCOM Partnership | History | No change | 15,750 | 263 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,455 | 258 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 15,285 | 255 | 0.03% | 0.02% | 230 | +4,135 | 37.09% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 15,167 | 253 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 14,628 | 244 | 0.04% | 0.01% | 232 | -3,118 | -17.57% | Q1 2026 | May 01, 2026 |
| Unified Investment Management | History | No change | 13,570 | 226 | 0.23% | 0.23% | 233 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | Reduced | 13,041 | 218 | 0.04% | 0.04% | 234 | -526 | -3.88% | Q1 2026 | May 06, 2026 |
| Strid Group, LLC | History | New | 12,857 | 214 | 0.03% | — | 236 | +12,857 | New | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 12,850 | 214 | 0.01% | 0.01% | 235 | +219 | 1.73% | Q1 2026 | Apr 15, 2026 |
| Davis Capital Management | History | Reduced | 12,209 | 204 | 0.14% | 0.14% | 237 | -58 | -0.47% | Q1 2026 | Apr 16, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 12,191 | 203 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 12,064 | 201 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,044 | 201 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wagner Wealth Management, Corp | History | New | 11,975 | 200 | 0.18% | — | 243 | +11,975 | New | Q1 2026 | May 05, 2026 |
| Darden Wealth Group Inc | History | No change | 12,000 | 200 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 12,004 | 200 | 0.16% | 0.16% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integris Wealth Management, LLC | History | New | 11,953 | 199 | 0.05% | — | 244 | +11,953 | New | Q1 2026 | Apr 10, 2026 |
| WEBSTER BANK, N. A. | History | New | 11,757 | 196 | 0.02% | — | 245 | +11,757 | New | Q1 2026 | Apr 17, 2026 |
| Maridea Wealth Management LLC | History | New | 11,757 | 196 | 0.03% | — | 246 | +11,757 | New | Q1 2026 | Apr 21, 2026 |
| Commonwealth Financial Services, LLC | History | New | 11,671 | 195 | 0.03% | — | 247 | +11,671 | New | Q1 2026 | May 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 11,074 | 185 | 0.03% | 0.03% | 248 | +111 | 1.01% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 11,082 | 184 | 0.01% | — | 249 | +11,082 | New | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,992 | 183 | 0.01% | — | 250 | +10,992 | New | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 10,940 | 182 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | New | 10,765 | 179 | 0.0% | — | 252 | +10,765 | New | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 10,657 | 178 | 0.0% | — | 253 | +10,657 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 10,555 | 176 | 0.0% | 0.0% | 254 | +3,688 | 53.71% | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 10,512 | 175 | 0.28% | 0.31% | 255 | +170 | 1.64% | Q1 2026 | Apr 13, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 10,409 | 174 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,301 | 172 | 0.0% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | New | 10,000 | 167 | 0.1% | — | 258 | +10,000 | New | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | New | 9,835 | 164 | 0.01% | — | 259 | +9,835 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 9,605 | 160 | 0.0% | 0.0% | 260 | +150 | 1.59% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 9,335 | 156 | 0.01% | — | 261 | +9,335 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 9,229 | 154 | 0.0% | — | 262 | +9,229 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,705 | 145 | 0.0% | 0.0% | 263 | +1,509 | 20.97% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | New | 6,481 | 108 | 0.0% | — | 264 | +6,481 | New | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 6,194 | 103 | 0.0% | 0.0% | 265 | +2,879 | 86.85% | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | New | 5,500 | 91 | 0.03% | — | 266 | +5,500 | New | Q1 2026 | Apr 24, 2026 |
| Marquette Asset Management, LLC | History | No change | 5,394 | 90 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crews Bank & Trust | History | No change | 5,340 | 89 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,784 | 79 | 0.0% | 0.0% | 269 | +890 | 22.86% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,104 | 68 | 0.0% | — | 270 | +4,096 | 51200.0% | Q1 2026 | May 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,974 | 66 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,913 | 65 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,740 | 62 | 0.0% | 0.0% | 273 | +589 | 18.69% | Q1 2026 | May 01, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 3,642 | 60 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,433 | 57 | 0.0% | 0.0% | 275 | +2,257 | 191.92% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,058 | 51 | 0.0% | 0.0% | 276 | +34 | 1.12% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 3,032 | 50 | 0.0% | 0.0% | 277 | -2,757 | -47.62% | Q1 2026 | Apr 07, 2026 |
| Noble Wealth Management PBC | History | No change | 3,000 | 50 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 2,960 | 49 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,700 | 45 | 0.01% | 0.01% | 280 | +5 | 0.19% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 2,408 | 40 | 0.04% | — | 281 | +2,408 | New | Q1 2026 | May 05, 2026 |
| Ascentis Independent Advisors | History | New | 2,125 | 35 | 0.0% | — | 282 | +2,125 | New | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | No change | 2,007 | 33 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 1,518 | 25 | 0.01% | 0.0% | 284 | +673 | 79.64% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,360 | 23 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 1,280 | 21 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | New | 1,177 | 19 | 0.0% | — | 287 | +1,177 | New | Q1 2026 | Apr 20, 2026 |
| West Branch Capital LLC | History | Added to | 1,076 | 17 | 0.0% | 0.0% | 288 | +12 | 1.13% | Q1 2026 | Apr 14, 2026 |
| Topsail Wealth Management, LLC | History | New | 950 | 15 | 0.0% | — | 289 | +950 | New | Q1 2026 | Apr 21, 2026 |
| NBC SECURITIES, INC. | History | Added to | 815 | 13 | 0.0% | 0.0% | 290 | +14 | 1.75% | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 734 | 12 | 0.0% | 0.23% | 291 | -65,094 | -98.88% | Q1 2026 | Apr 14, 2026 |
| BankPlus Trust Department | History | No change | 605 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 500 | 8 | 0.0% | — | 293 | +500 | New | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | New | 500 | 8 | 0.02% | — | 294 | +500 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | No change | 439 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 416 | 6 | 0.0% | — | 296 | +416 | New | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 352 | 5 | 0.0% | 0.0% | 297 | +3 | 0.86% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 265 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 164 | 2 | 0.0% | 0.0% | 299 | +2 | 1.23% | Q1 2026 | Apr 28, 2026 |
| Legacy CG, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -236,454 | -100.0% | Q1 2026 | May 05, 2026 |