INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - GSY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 6,463,536 | 323,952 | 0.09% | 0.07% | 1 | +1,271,191 | 24.48% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 5,490,523 | 275,185 | 0.02% | 0.01% | 2 | +883,996 | 19.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,129,415 | 206,966 | 0.04% | 0.04% | 3 | +267,860 | 6.94% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,893,767 | 145,035 | 0.01% | 0.0% | 4 | +1,749,388 | 152.87% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | Reduced | 1,980,530 | 99,264 | 8.55% | 5.74% | 5 | -41,295 | -2.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,824,646 | 91,451 | 0.01% | 0.01% | 6 | +257,572 | 16.44% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,630,141 | 81,703 | 0.21% | 0.2% | 7 | +98,829 | 6.45% | Q1 2026 | Apr 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,468,130 | 73,567 | 2.82% | 2.53% | 8 | +218,741 | 17.51% | Q1 2026 | Apr 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,435,698 | 71,957 | 2.31% | 1.18% | 9 | +83,509 | 6.18% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 1,377,756 | 69,053 | 0.07% | 0.06% | 10 | +265,615 | 23.88% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,238,290 | 62,063 | 0.02% | 0.02% | 11 | +201,302 | 19.41% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,170,470 | 58,664 | 0.09% | 0.04% | 12 | +650,495 | 125.1% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Reduced | 1,100,074 | 55,135 | 0.85% | 1.12% | 13 | -309,542 | -21.96% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 807,000 | 40,446 | 0.43% | — | 14 | +807,000 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 635,684 | 31,860 | 0.01% | 0.01% | 15 | +277,440 | 77.44% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 569,764 | 28,556 | 0.08% | 0.07% | 16 | +47,723 | 9.14% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 529,112 | 26,519 | 0.0% | 0.0% | 17 | +452,227 | 588.19% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 468,184 | 23,465 | 0.87% | 0.82% | 18 | +37,074 | 8.6% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 457,764 | 22,943 | 0.13% | 0.13% | 19 | +10,554 | 2.36% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 403,445 | 20,220 | 1.06% | 0.99% | 20 | +37,734 | 10.32% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 332,046 | 16,642 | 0.47% | 0.01% | 21 | +327,568 | 7315.05% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 329,593 | 16,519 | 0.02% | 0.01% | 22 | +35,432 | 12.05% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 317,052 | 15,890 | 0.23% | 0.16% | 23 | +113,343 | 55.64% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 314,374 | 15,756 | 0.31% | 0.27% | 24 | +36,311 | 13.06% | Q1 2026 | Apr 14, 2026 |
| Avestar Capital, LLC | History | Added to | 297,977 | 14,934 | 0.96% | 0.91% | 25 | +17,482 | 6.23% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 292,683 | 14,663 | 0.0% | 0.0% | 26 | -122,291 | -29.47% | Q1 2026 | May 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 292,477 | 14,658 | 1.82% | 1.82% | 27 | -149 | -0.05% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 286,177 | 14,343 | 0.07% | 0.06% | 28 | +51,594 | 21.99% | Q1 2026 | Apr 24, 2026 |
| Royal Harbor Partners, LLC | History | New | 284,459 | 14,257 | 4.83% | — | 29 | +284,459 | New | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 277,048 | 13,885 | 0.3% | 0.27% | 30 | +28,358 | 11.4% | Q1 2026 | May 01, 2026 |
| Advocate Investing Services LLC | History | Reduced | 270,079 | 13,536 | 11.47% | 14.51% | 31 | -52,215 | -16.2% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 258,289 | 12,945 | 0.84% | 0.83% | 32 | +4,924 | 1.94% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 252,930 | 12,676 | 0.04% | 0.03% | 33 | -29,603 | -10.48% | Q1 2026 | May 04, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 249,418 | 12,510 | 2.81% | 2.83% | 34 | +18,822 | 8.16% | Q1 2026 | May 08, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 243,677 | 12,213 | 0.46% | 0.45% | 35 | +955 | 0.39% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 228,397 | 11,447 | 0.12% | 0.11% | 36 | +40,499 | 21.55% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 218,760 | 10,964 | 0.03% | 0.02% | 37 | +51,207 | 30.56% | Q1 2026 | Apr 22, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 217,516 | 10,901 | 4.53% | 4.46% | 38 | +5,008 | 2.36% | Q1 2026 | Apr 23, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 210,310 | 10,540 | 1.34% | 1.01% | 39 | +45,765 | 27.81% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 189,324 | 9,488 | 0.42% | 0.44% | 40 | +2,459 | 1.32% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 188,125 | 9,423 | 0.0% | 0.0% | 41 | +70,093 | 59.38% | Q1 2026 | May 15, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 186,611 | 9,352 | 3.92% | 4.02% | 42 | -4,444 | -2.33% | Q1 2026 | Apr 29, 2026 |
| GREENLEAF TRUST | History | Reduced | 175,421 | 8,792 | 0.09% | 0.2% | 43 | -251,460 | -58.91% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 171,792 | 8,610 | 3.25% | — | 44 | +171,792 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 168,651 | 8,452 | 0.11% | 0.07% | 45 | +73,382 | 77.03% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 153,337 | 7,685 | 2.78% | 2.74% | 46 | -1,430 | -0.92% | Q1 2026 | May 04, 2026 |
| Norris Financial Group, LLC | History | Added to | 141,587 | 7,096 | 2.32% | 1.43% | 47 | +57,800 | 68.98% | Q1 2026 | May 20, 2026 |
| Wealth Intelligence, LLC | History | Added to | 138,190 | 6,926 | 3.33% | 3.06% | 48 | +15,546 | 12.68% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 137,792 | 6,906 | 0.03% | 0.03% | 49 | -1,350 | -0.97% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 137,217 | 6,877 | 0.0% | 0.0% | 50 | +963 | 0.71% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 136,681 | 6,850 | 0.02% | 0.05% | 51 | -156,319 | -53.35% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 132,130 | 6,622 | 0.23% | 0.0% | 52 | +132,081 | 269553.06% | Q1 2026 | Apr 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 130,598 | 6,545 | 0.1% | 0.08% | 53 | +37,867 | 40.84% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 129,048 | 6,467 | 0.12% | 1.49% | 54 | -1,425,663 | -91.7% | Q1 2026 | Apr 16, 2026 |
| &PARTNERS | History | Added to | 128,448 | 6,436 | 0.03% | 0.03% | 55 | +2,560 | 2.03% | Q1 2026 | May 15, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 122,860 | 6,157 | 1.21% | 1.31% | 56 | -6,109 | -4.74% | Q1 2026 | May 12, 2026 |
| PW Nova Financial Services LLC | History | New | 117,085 | 5,868 | 1.47% | — | 57 | +117,085 | New | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 116,064 | 5,817 | 0.01% | 0.01% | 58 | +18,327 | 18.75% | Q1 2026 | Apr 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 112,331 | 5,630 | 1.79% | — | 59 | +112,331 | New | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | New | 111,325 | 5,579 | 0.06% | — | 60 | +111,325 | New | Q1 2026 | May 05, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 110,742 | 5,561 | 3.27% | 3.43% | 61 | -578 | -0.52% | Q1 2026 | May 13, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 108,812 | 5,453 | 0.24% | 0.22% | 62 | +5,553 | 5.38% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 107,788 | 5,402 | 0.61% | 0.62% | 63 | -2,405 | -2.18% | Q1 2026 | Apr 16, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 105,732 | 5,299 | 4.96% | 4.99% | 64 | -3,656 | -3.34% | Q1 2026 | May 08, 2026 |
| TruWealth Advisors, LLC | History | Added to | 102,682 | 5,146 | 0.25% | 0.21% | 65 | +18,087 | 21.38% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 97,985 | 4,910 | 0.0% | 0.0% | 66 | +10,960 | 12.59% | Q1 2026 | May 07, 2026 |
| Redwood Financial Network Corp | History | Added to | 97,512 | 4,887 | 3.2% | 0.62% | 67 | +78,248 | 406.19% | Q1 2026 | May 14, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 93,712 | 4,696 | 3.05% | 3.11% | 68 | +6,810 | 7.84% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,072 | 4,614 | 0.01% | 0.01% | 69 | +15,570 | 20.35% | Q1 2026 | Apr 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 88,081 | 4,414 | 1.04% | 0.5% | 70 | +46,936 | 114.07% | Q1 2026 | Apr 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 87,658 | 4,393 | 0.0% | 0.0% | 71 | +86,768 | 9749.21% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 86,649 | 4,343 | 0.14% | 3.39% | 72 | -1,971,424 | -95.79% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 83,089 | 4,164 | 0.02% | 0.03% | 73 | -10,837 | -11.54% | Q1 2026 | Apr 30, 2026 |
| GenTrust, LLC | History | Reduced | 80,084 | 4,013 | 0.17% | 0.24% | 74 | -30,891 | -27.84% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 79,164 | 3,967 | 0.0% | 0.0% | 75 | -899 | -1.12% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 75,957 | 3,806 | 0.02% | 0.02% | 76 | -245 | -0.32% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 74,661 | 3,751 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 71,216 | 3,569 | 0.0% | 0.0% | 78 | -66,760 | -48.39% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 69,894 | 3,503 | 0.02% | 0.01% | 79 | +23,476 | 50.58% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 66,104 | 3,313 | 0.09% | 0.94% | 80 | -705,750 | -91.44% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 63,508 | 3,181 | 0.11% | 0.08% | 81 | +22,306 | 54.14% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 61,772 | 3,096 | 0.13% | 0.24% | 82 | -56,108 | -47.6% | Q1 2026 | Apr 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 61,285 | 3,071 | 0.43% | 0.46% | 83 | -3,473 | -5.36% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 60,085 | 3,011 | 0.01% | 0.0% | 84 | +59,628 | 13047.7% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 59,520 | 2,983 | 0.0% | 0.01% | 85 | -9,513 | -13.78% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 59,433 | 2,978 | 0.11% | 0.08% | 86 | +17,308 | 41.09% | Q1 2026 | May 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 57,954 | 2,904 | 1.28% | 1.09% | 87 | +10,832 | 22.99% | Q1 2026 | May 08, 2026 |
| Global View Capital Management LLC | History | New | 53,902 | 2,701 | 0.72% | — | 88 | +53,902 | New | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 53,788 | 2,695 | 0.02% | 0.02% | 89 | +19,493 | 56.84% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 52,379 | 2,625 | 1.44% | 1.43% | 90 | +2 | 0.0% | Q1 2026 | May 07, 2026 |
| Trust Co | History | Added to | 51,706 | 2,591 | 0.24% | 0.24% | 91 | +1,479 | 2.94% | Q1 2026 | Apr 13, 2026 |
| 9823 Capital, L.P. | History | Added to | 50,297 | 2,520 | 1.9% | 1.45% | 92 | +8,349 | 19.9% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 49,617 | 2,486 | 0.03% | 0.01% | 93 | +34,779 | 234.39% | Q1 2026 | Apr 28, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 49,025 | 2,457 | 1.12% | 2.96% | 94 | -81,027 | -62.3% | Q1 2026 | Apr 27, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 48,431 | 2,427 | 0.46% | 0.44% | 95 | -505 | -1.03% | Q1 2026 | Apr 29, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 48,373 | 2,424 | 0.11% | 0.14% | 96 | -615 | -1.26% | Q1 2026 | Apr 15, 2026 |
| Colonial River Investments, LLC | History | Added to | 46,351 | 2,323 | 0.83% | 0.78% | 97 | +3,067 | 7.09% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,545 | 2,232 | 0.03% | 0.03% | 98 | -3,600 | -7.48% | Q1 2026 | Apr 23, 2026 |
| Brown Financial Advisors | History | Reduced | 44,280 | 2,219 | 0.84% | 1.45% | 99 | -34,394 | -43.72% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | New | 41,804 | 2,095 | 0.66% | — | 101 | +41,804 | New | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,695 | 2,095 | 0.01% | 0.01% | 100 | +18,426 | 79.19% | Q1 2026 | May 15, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 41,226 | 2,066 | 0.77% | 0.84% | 102 | -3,929 | -8.7% | Q1 2026 | May 18, 2026 |
| GreatBanc Trust CO | History | New | 40,800 | 2,044 | 1.43% | — | 103 | +40,800 | New | Q1 2026 | Apr 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 39,768 | 1,993 | 1.01% | 1.09% | 104 | -763 | -1.88% | Q1 2026 | May 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 38,377 | 1,923 | 0.29% | 0.28% | 105 | +1,578 | 4.29% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,008 | 1,904 | 0.07% | 0.07% | 106 | -1,470 | -3.72% | Q1 2026 | Apr 28, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 37,600 | 1,884 | 0.33% | 0.29% | 107 | +3,637 | 10.71% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 37,578 | 1,883 | 0.04% | 0.04% | 108 | +4,152 | 12.42% | Q1 2026 | May 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 37,235 | 1,866 | 1.25% | 1.34% | 109 | -1,235 | -3.21% | Q1 2026 | Apr 14, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 36,925 | 1,850 | 0.27% | 0.29% | 110 | -1,068 | -2.81% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 36,645 | 1,836 | 0.06% | 0.06% | 111 | +154 | 0.42% | Q1 2026 | Apr 08, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 36,049 | 1,806 | 1.67% | 1.44% | 112 | +3,463 | 10.63% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 33,847 | 1,696 | 0.15% | 0.16% | 113 | -2,533 | -6.96% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 33,296 | 1,668 | 0.04% | 0.04% | 114 | -4,511 | -11.93% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 32,294 | 1,618 | 1.31% | 1.21% | 115 | +2,956 | 10.08% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 31,540 | 1,580 | 0.04% | — | 116 | +31,540 | New | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 30,798 | 1,543 | 0.19% | 0.16% | 117 | +5,330 | 20.93% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Reduced | 30,145 | 1,510 | 0.02% | 0.03% | 118 | -1,277 | -4.06% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,874 | 1,497 | 0.0% | 0.0% | 119 | +15,051 | 101.54% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,391 | 1,445 | 0.07% | 0.01% | 120 | -9,834 | -16.89% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 27,090 | 1,357 | 0.01% | 0.01% | 121 | -2,465 | -8.34% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 26,495 | 1,327 | 0.05% | 0.04% | 122 | +4,944 | 22.94% | Q1 2026 | Apr 20, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 26,365 | 1,321 | 0.62% | 0.61% | 123 | -1,400 | -5.04% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | New | 25,803 | 1,293 | 0.16% | — | 124 | +25,803 | New | Q1 2026 | Apr 17, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 25,658 | 1,285 | 0.31% | 0.34% | 125 | -3,314 | -11.44% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 25,390 | 1,272 | 0.01% | 0.01% | 126 | +12,127 | 91.43% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 25,278 | 1,266 | 0.0% | 0.0% | 127 | -3,491 | -12.13% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 25,177 | 1,265 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 24,734 | 1,239 | 0.05% | 0.07% | 129 | +12,839 | 107.94% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 24,528 | 1,229 | 0.61% | 0.37% | 130 | +9,327 | 61.36% | Q1 2026 | May 07, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 24,267 | 1,216 | 0.09% | 0.07% | 131 | +5,527 | 29.49% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 23,638 | 1,184 | 0.01% | 0.02% | 132 | -6,496 | -21.56% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 23,017 | 1,153 | 0.1% | 0.05% | 133 | +11,892 | 106.89% | Q1 2026 | May 11, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 22,960 | 1,150 | 0.52% | 0.5% | 134 | -321 | -1.38% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 22,649 | 1,135 | 0.0% | 0.0% | 135 | +2,823 | 14.24% | Q1 2026 | May 15, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 22,251 | 1,115 | 0.67% | 0.88% | 136 | -6,194 | -21.78% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 21,780 | 1,091 | 0.0% | — | 137 | +21,780 | New | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 21,552 | 1,080 | 0.35% | 0.68% | 139 | -18,924 | -46.75% | Q1 2026 | Apr 24, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 21,558 | 1,080 | 0.51% | 0.46% | 138 | +1,711 | 8.62% | Q1 2026 | May 15, 2026 |
| ETF Store, Inc. | History | Reduced | 21,526 | 1,078 | 1.05% | 1.27% | 140 | -3,333 | -13.41% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 20,392 | 1,022 | 0.0% | 0.0% | 141 | +7,478 | 57.91% | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 20,353 | 1,020 | 0.1% | 0.1% | 142 | -100 | -0.49% | Q1 2026 | Apr 10, 2026 |
| Paladin Wealth, LLC | History | Reduced | 20,141 | 1,009 | 0.69% | 0.83% | 143 | -4,192 | -17.23% | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 19,900 | 997 | 0.0% | — | 144 | +19,900 | New | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 18,970 | 950 | 0.02% | 0.02% | 145 | -60 | -0.32% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | New | 18,794 | 941 | 0.18% | — | 146 | +18,794 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | New | 18,720 | 938 | 0.02% | — | 147 | +18,720 | New | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | New | 18,328 | 918 | 0.01% | — | 148 | +18,328 | New | Q1 2026 | May 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,155 | 909 | 0.01% | 0.02% | 149 | -6,175 | -25.38% | Q1 2026 | May 11, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 18,118 | 908 | 0.21% | 0.22% | 150 | -1,371 | -7.03% | Q1 2026 | Apr 16, 2026 |
| Intrua Financial, LLC | History | Reduced | 17,903 | 897 | 0.09% | 0.1% | 151 | -381 | -2.08% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 17,597 | 881 | 0.03% | 0.08% | 152 | -23,661 | -57.35% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 17,235 | 866 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,235 | 863 | 0.0% | — | 154 | +17,235 | New | Q1 2026 | May 12, 2026 |
| Virtue Capital Management, LLC | History | New | 17,132 | 858 | 0.13% | — | 155 | +17,132 | New | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,857 | 844 | 0.03% | 0.01% | 156 | -12,075 | -41.74% | Q1 2026 | Apr 23, 2026 |
| National Wealth Management Group, LLC | History | Added to | 16,822 | 843 | 0.31% | 0.21% | 157 | +5,026 | 42.61% | Q1 2026 | May 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 16,473 | 826 | 0.1% | 0.03% | 158 | +11,088 | 205.91% | Q1 2026 | Apr 22, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 16,004 | 802 | 0.43% | 0.35% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 15,974 | 800 | 0.73% | 0.74% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SWMG, LLC | History | New | 15,942 | 799 | 0.23% | — | 161 | +15,942 | New | Q1 2026 | Apr 24, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 15,806 | 792 | 0.06% | 0.04% | 162 | +4,370 | 38.21% | Q1 2026 | May 20, 2026 |
| Peterson Wealth Services | History | Reduced | 15,575 | 780 | 0.19% | 0.73% | 163 | -41,481 | -72.7% | Q1 2026 | Apr 30, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 15,455 | 774 | 0.32% | 0.14% | 164 | +8,515 | 122.69% | Q1 2026 | May 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 15,292 | 766 | 0.24% | — | 165 | +15,292 | New | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,283 | 715 | 0.01% | 0.0% | 166 | +10,261 | 255.12% | Q1 2026 | May 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 14,065 | 707 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Reduced | 13,950 | 699 | 0.0% | 0.01% | 168 | -6,724 | -32.52% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | New | 13,936 | 698 | 0.17% | — | 169 | +13,936 | New | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 13,776 | 690 | 0.05% | — | 170 | +13,776 | New | Q1 2026 | May 05, 2026 |
| Fulcrum Equity Management | History | New | 13,687 | 685 | 0.66% | — | 172 | +13,687 | New | Q1 2026 | Apr 02, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 13,668 | 685 | 0.14% | 0.06% | 171 | +6,971 | 104.09% | Q1 2026 | Apr 22, 2026 |
| Petix & Botte Co | History | Reduced | 13,646 | 683 | 0.15% | 0.16% | 173 | -326 | -2.33% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 13,444 | 673 | 0.0% | 0.0% | 174 | +9,057 | 206.45% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 13,390 | 671 | 0.14% | 0.14% | 175 | +70 | 0.53% | Q1 2026 | Apr 24, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 13,280 | 665 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 12,325 | 617 | 0.62% | 1.07% | 177 | -8,698 | -41.37% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 12,219 | 612 | 0.1% | 0.11% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 12,032 | 603 | 0.13% | 0.13% | 179 | +162 | 1.36% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 12,008 | 601 | 0.28% | 0.25% | 180 | -1,859 | -13.41% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | New | 11,935 | 598 | 0.01% | — | 181 | +11,935 | New | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,845 | 593 | 0.04% | 0.03% | 182 | -640 | -5.13% | Q1 2026 | Apr 24, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 11,830 | 592 | 0.41% | 0.41% | 183 | +878 | 8.02% | Q1 2026 | Apr 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 11,721 | 587 | 0.01% | 0.01% | 184 | +3,129 | 36.42% | Q1 2026 | Apr 21, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 11,688 | 585 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Added to | 11,659 | 584 | 0.05% | 0.03% | 186 | +44 | 0.38% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 11,631 | 582 | 0.03% | 0.03% | 187 | -1,865 | -13.82% | Q1 2026 | Apr 29, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 11,050 | 553 | 0.17% | 0.18% | 188 | -325 | -2.86% | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 10,697 | 536 | 0.0% | 0.0% | 189 | -400 | -3.6% | Q1 2026 | May 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 10,417 | 522 | 0.25% | 0.25% | 190 | +419 | 4.19% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Added to | 10,362 | 519 | 0.11% | 0.11% | 191 | +425 | 4.28% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,902 | 496 | 0.03% | 0.02% | 192 | +3,558 | 56.08% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,858 | 494 | 0.0% | 0.0% | 193 | +7,616 | 339.7% | Q1 2026 | Apr 07, 2026 |
| CGC Financial Services, LLC | History | Reduced | 9,710 | 486 | 0.14% | 0.14% | 194 | -800 | -7.61% | Q1 2026 | Apr 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 9,680 | 485 | 0.13% | — | 195 | +9,680 | New | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 9,672 | 484 | 0.02% | — | 197 | +9,672 | New | Q1 2026 | May 19, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,671 | 484 | 0.01% | 0.01% | 196 | +707 | 7.89% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,625 | 482 | 0.13% | 0.14% | 198 | -698 | -6.76% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,538 | 478 | 0.04% | 0.04% | 199 | -2,094 | -18.0% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 9,536 | 477 | 0.03% | 0.03% | 200 | -1,675 | -14.94% | Q1 2026 | May 13, 2026 |
| 4J Wealth Management LLC | History | Reduced | 9,501 | 476 | 0.27% | 0.28% | 201 | -200 | -2.06% | Q1 2026 | May 05, 2026 |
| Detalus Advisors, LLC | History | No change | 9,150 | 458 | 0.1% | 0.11% | 202 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 8,868 | 444 | 0.39% | 0.34% | 203 | -886 | -9.08% | Q1 2026 | May 04, 2026 |
| KWB Wealth | History | No change | 8,673 | 435 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,316 | 416 | 0.02% | — | 205 | +8,316 | New | Q1 2026 | Apr 28, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 8,212 | 411 | 0.05% | 0.04% | 206 | +685 | 9.1% | Q1 2026 | Apr 21, 2026 |
| AMG National Trust Bank | History | Added to | 8,000 | 400 | 0.01% | 0.0% | 207 | +4,000 | 100.0% | Q1 2026 | May 04, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 7,652 | 383 | 0.03% | 0.03% | 208 | +598 | 8.48% | Q1 2026 | Apr 08, 2026 |
| CIBC WORLD MARKET INC. | History | New | 7,369 | 369 | 0.0% | — | 209 | +7,369 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,341 | 367 | 0.0% | 0.0% | 210 | +77 | 1.06% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,255 | 363 | 0.01% | 0.01% | 211 | +345 | 4.99% | Q1 2026 | May 04, 2026 |
| Wealth Advisory Team LLC | History | No change | 7,236 | 363 | 0.32% | 0.32% | 212 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 7,173 | 359 | 0.05% | 0.06% | 213 | -1,393 | -16.26% | Q1 2026 | May 13, 2026 |
| Cypress Capital Group | History | Reduced | 6,910 | 346 | 0.04% | 0.04% | 214 | -993 | -12.56% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,806 | 342 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | New | 6,721 | 336 | 0.01% | — | 216 | +6,721 | New | Q1 2026 | Apr 09, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,658 | 333 | 0.03% | 0.03% | 217 | -892 | -11.81% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 6,575 | 329 | 0.01% | — | 218 | +6,575 | New | Q1 2026 | May 12, 2026 |
| Concorde Asset Management, LLC | History | No change | 6,394 | 321 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 6,323 | 318 | 0.31% | 0.31% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 6,318 | 316 | 0.0% | 0.0% | 221 | +547 | 9.48% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 6,248 | 313 | 0.0% | 0.0% | 222 | -140 | -2.19% | Q1 2026 | Apr 17, 2026 |
| COMMERCE BANK | History | No change | 6,200 | 310 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,081 | 304 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,939 | 297 | 0.04% | 0.05% | 225 | +349 | 6.24% | Q1 2026 | May 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 5,909 | 296 | 0.03% | 0.03% | 226 | +479 | 8.82% | Q1 2026 | May 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 5,900 | 295 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 5,810 | 291 | 0.04% | 0.1% | 228 | -1,703 | -22.67% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,641 | 282 | 0.12% | 0.11% | 229 | +528 | 10.33% | Q1 2026 | May 11, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 5,400 | 270 | 0.04% | 0.05% | 230 | -1,000 | -15.63% | Q1 2026 | May 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 5,377 | 269 | 0.09% | 0.1% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,239 | 262 | 0.0% | 0.0% | 232 | -10,586 | -66.89% | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,235 | 262 | 0.05% | 0.04% | 234 | -616 | -10.53% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,244 | 262 | 0.01% | 0.01% | 233 | -150 | -2.78% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,137 | 257 | 0.0% | 0.0% | 235 | +3,445 | 203.61% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,999 | 250 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WIN ADVISORS, INC | History | New | 4,987 | 249 | 0.11% | — | 237 | +4,987 | New | Q1 2026 | May 01, 2026 |
| Invesco Ltd. | History | Reduced | 4,843 | 242 | 0.0% | 0.0% | 238 | -11,783 | -70.87% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,679 | 234 | 0.0% | — | 239 | +4,679 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,619 | 231 | 0.0% | 0.0% | 240 | +16 | 0.35% | Q1 2026 | Apr 14, 2026 |
| GWN SECURITIES INC. | History | No change | 4,504 | 225 | 0.04% | 0.05% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,235 | 212 | 0.02% | — | 242 | +4,235 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,160 | 208 | 0.0% | 0.0% | 243 | +1,452 | 53.62% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | New | 4,057 | 203 | 0.03% | — | 244 | +4,057 | New | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | New | 4,050 | 202 | 0.01% | — | 245 | +4,050 | New | Q1 2026 | Apr 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 4,000 | 200 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,982 | 199 | 0.01% | 0.01% | 247 | -545 | -12.04% | Q1 2026 | Apr 28, 2026 |
| Main Management LLC | History | No change | 3,652 | 183 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 3,175 | 159 | 0.03% | 0.03% | 249 | +429 | 15.62% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 3,024 | 151 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | No change | 3,000 | 150 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisor Network LLC | History | New | 2,941 | 147 | 0.17% | — | 252 | +2,941 | New | Q1 2026 | May 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,750 | 137 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| 10Elms LLP | History | New | 2,622 | 131 | 0.08% | — | 254 | +2,622 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,340 | 117 | 0.0% | 0.0% | 255 | +460 | 24.47% | Q1 2026 | May 07, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,134 | 106 | 0.08% | 0.29% | 256 | -4,997 | -70.07% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,047 | 102 | 0.0% | 0.0% | 257 | -12,127 | -85.56% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 1,833 | 91 | 0.0% | 0.0% | 258 | +1,111 | 153.88% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | New | 1,770 | 88 | 0.25% | — | 259 | +1,770 | New | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,755 | 87 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,710 | 85 | 0.0% | 0.0% | 261 | +2 | 0.12% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,560 | 78 | 0.0% | 0.0% | 262 | +876 | 128.07% | Q1 2026 | May 08, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,370 | 68 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 1,349 | 67 | 0.01% | 0.01% | 264 | +311 | 29.96% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,317 | 66 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 50 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 688 | 34 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 662 | 33 | 0.01% | 0.01% | 270 | +6 | 0.91% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | No change | 676 | 33 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 609 | 31 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 610 | 30 | 0.0% | 0.0% | 272 | -205 | -25.15% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 606 | 30 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 543 | 27 | 0.01% | — | 274 | +543 | New | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | New | 541 | 27 | 0.01% | — | 275 | +541 | New | Q1 2026 | Apr 24, 2026 |
| Collier Financial | History | Added to | 537 | 26 | 0.02% | 0.02% | 276 | +1 | 0.19% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 494 | 24 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 454 | 22 | 0.0% | — | 278 | +454 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 413 | 20 | 0.0% | 0.0% | 279 | +5 | 1.23% | Q1 2026 | May 13, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 356 | 17 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 324 | 16 | 0.01% | 0.03% | 281 | -761 | -70.14% | Q1 2026 | Apr 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 273 | 13 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 253 | 12 | 0.0% | 0.0% | 283 | -35 | -12.15% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 199 | 10 | 0.0% | 0.0% | 284 | -327 | -62.17% | Q1 2026 | Apr 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 186 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 148 | 7 | 0.0% | 0.01% | 286 | -162 | -52.26% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | Added to | 126 | 6 | 0.0% | 0.0% | 287 | +2 | 1.61% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Reduced | 103 | 5 | 0.0% | 0.0% | 288 | -331 | -76.27% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 104 | 5 | 0.0% | — | 289 | +104 | New | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | New | 95 | 4 | 0.0% | — | 290 | +95 | New | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | New | 79 | 3 | 0.0% | — | 295 | +79 | New | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 61 | 3 | 0.0% | — | 294 | +61 | New | Q1 2026 | May 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | No change | 70 | 3 | 0.01% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -190,760 | -100.0% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -42,125 | -100.0% | Q1 2026 | May 14, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -32,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,585 | -100.0% | Q1 2026 | May 15, 2026 |