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 | No change | 6,837,082 | 342,879 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 6,114,134 | 306,623 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,193,323 | 210,295 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,852,232 | 193,189 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,110,809 | 105,857 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bramshill Investments, LLC | History | No change | 1,988,756 | 99,736 | 7.63% | 7.63% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,608,588 | 80,670 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,487,657 | 74,606 | 2.7% | 2.7% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,478,317 | 74,137 | 1.18% | 1.18% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,397,820 | 70,100 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | No change | 1,034,198 | 51,865 | 0.72% | 0.72% | 11 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 903,256 | 45,298 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 787,732 | 39,508 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 682,087 | 34,206 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 581,585 | 29,166 | 0.92% | 0.92% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 495,000 | 24,824 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 473,790 | 23,760 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 471,600 | 23,650 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 419,129 | 21,019 | 0.99% | 0.99% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 388,206 | 19,469 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 337,031 | 16,902 | 0.2% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 327,927 | 16,445 | 3.86% | 3.86% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 317,484 | 15,921 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 316,475 | 15,871 | 0.91% | 0.91% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 306,638 | 15,371 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 297,356 | 14,912 | 1.66% | 1.66% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | No change | 293,071 | 14,697 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Harbor Partners, LLC | History | No change | 291,595 | 14,623 | 4.53% | 4.53% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 284,911 | 14,288 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 275,130 | 13,797 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advocate Investing Services LLC | History | No change | 260,150 | 13,046 | 10.05% | 10.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 258,641 | 12,994 | 2.78% | 2.78% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 249,569 | 12,515 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avestar Capital, LLC | History | No change | 248,330 | 12,453 | 0.7% | 0.7% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 234,449 | 11,757 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 234,394 | 11,754 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST MERCHANTS CORP | History | No change | 231,733 | 11,621 | 0.41% | 0.41% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 230,688 | 11,568 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 228,248 | 11,446 | 4.21% | 4.21% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 226,685 | 11,368 | 4.71% | 4.71% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 224,985 | 11,282 | 1.29% | 1.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 200,903 | 10,075 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 197,063 | 9,882 | 0.38% | 0.38% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 190,017 | 9,529 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Intelligence, LLC | History | No change | 188,347 | 9,445 | 4.39% | 4.39% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 184,812 | 9,268 | 0.27% | 0.27% | 46 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 182,991 | 9,176 | 3.24% | 3.24% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 173,790 | 8,715 | 3.03% | 3.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | No change | 168,666 | 8,458 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 162,946 | 8,171 | 2.67% | 2.67% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Norris Financial Group, LLC | History | No change | 157,181 | 7,882 | 3.14% | 3.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 156,534 | 7,850 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 138,510 | 6,944 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 137,649 | 6,903 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | No change | 127,354 | 6,386 | 1.37% | 1.37% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 124,716 | 6,254 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 122,682 | 6,152 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 122,196 | 6,128 | 1.14% | 1.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 117,125 | 5,873 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 114,355 | 5,734 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 112,282 | 5,630 | 1.66% | 1.66% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daner Wealth Management, LLC | History | No change | 109,130 | 5,480 | 2.97% | 2.97% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 109,011 | 5,466 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 107,057 | 5,369 | 0.54% | 0.54% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 104,702 | 5,250 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 103,799 | 5,205 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102,304 | 5,130 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redwood Financial Network Corp | History | No change | 101,968 | 5,113 | 2.84% | 2.84% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 101,940 | 5,112 | 0.19% | 0.19% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Annex Advisory Services, LLC | History | No change | 100,737 | 5,051 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 98,257 | 4,927 | 1.99% | 1.99% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 96,237 | 4,826 | 3.94% | 3.94% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GenTrust, LLC | History | No change | 95,869 | 4,807 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 87,569 | 4,391 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 87,009 | 4,363 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 77,405 | 3,881 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 77,184 | 3,870 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GeoWealth Management, LLC | History | No change | 66,982 | 3,359 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 65,676 | 3,293 | 0.3% | 0.3% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 65,104 | 3,264 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 63,508 | 3,184 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 63,248 | 3,171 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 63,126 | 3,165 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 61,950 | 3,106 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 60,161 | 3,017 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 59,051 | 2,961 | 1.15% | 1.15% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 58,090 | 2,913 | 1.43% | 1.43% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global View Capital Management LLC | History | No change | 50,245 | 2,519 | 0.52% | 0.52% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 50,109 | 2,512 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 48,421 | 2,428 | 0.41% | 0.41% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,853 | 2,299 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 44,949 | 2,254 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 44,571 | 2,235 | 0.78% | 0.78% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 44,177 | 2,215 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brown Financial Advisors | History | No change | 44,105 | 2,211 | 0.77% | 0.77% | 95 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| 9823 Capital, L.P. | History | No change | 43,865 | 2,199 | 1.48% | 1.48% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 43,181 | 2,165 | 0.29% | 0.29% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 42,531 | 2,132 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 41,850 | 2,098 | 0.32% | 0.32% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 41,356 | 2,074 | 1.51% | 1.51% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transcendent Capital Group LLC | History | No change | 41,265 | 2,069 | 0.8% | 0.8% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GreatBanc Trust CO | History | No change | 40,500 | 2,031 | 1.26% | 1.26% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 40,376 | 2,024 | 0.94% | 0.94% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | No change | 40,314 | 2,021 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 39,661 | 1,988 | 1.61% | 1.61% | 105 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 39,208 | 1,966 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 39,159 | 1,963 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 38,793 | 1,945 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Virtue Capital Management, LLC | History | No change | 38,768 | 1,944 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 37,008 | 1,855 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Warwick Investment Management, Inc. | History | No change | 36,601 | 1,835 | 0.21% | 0.21% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| United Advisor Group, LLC | History | No change | 36,337 | 1,822 | 0.19% | 0.19% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | No change | 36,133 | 1,812 | 1.06% | 1.06% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,786 | 1,794 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRIVATE TRUST CO NA | History | No change | 34,684 | 1,739 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 33,799 | 1,695 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sowell Financial Services LLC | History | No change | 33,642 | 1,687 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 32,897 | 1,649 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Invesco Ltd. | History | No change | 31,801 | 1,594 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 30,145 | 1,510 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 29,874 | 1,498 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 29,836 | 1,496 | 0.29% | 0.29% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 29,697 | 1,489 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 29,403 | 1,474 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 28,167 | 1,412 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 27,906 | 1,399 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | No change | 27,176 | 1,362 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 24,213 | 1,214 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 24,012 | 1,204 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SWMG, LLC | History | No change | 23,898 | 1,199 | 0.28% | 0.28% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 23,626 | 1,184 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 10Elms LLP | History | No change | 23,372 | 1,172 | 0.5% | 0.5% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beta Wealth Group, Inc. | History | No change | 23,014 | 1,154 | 0.43% | 0.43% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 23,008 | 1,153 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paladin Partners, LLC | History | No change | 22,717 | 1,139 | 0.75% | 0.75% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthstar Advisors, LLC | History | No change | 22,365 | 1,121 | 0.33% | 0.33% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 22,055 | 1,106 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 21,543 | 1,080 | 0.44% | 0.44% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 21,490 | 1,077 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ETF Store, Inc. | History | No change | 21,473 | 1,076 | 0.9% | 0.9% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 20,515 | 1,028 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 20,243 | 1,015 | 0.27% | 0.27% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 19,968 | 1,001 | 0.46% | 0.46% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,900 | 997 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Wealth, LLC | History | No change | 19,863 | 996 | 0.58% | 0.58% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 19,168 | 961 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| National Wealth Management Group, LLC | History | No change | 18,869 | 946 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 18,439 | 924 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Equity Management | History | No change | 18,338 | 919 | 0.67% | 0.67% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 18,045 | 904 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 17,614 | 883 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,095 | 857 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,069 | 856 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | No change | 16,798 | 843 | 0.18% | 0.18% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilltop Holdings Inc. | History | No change | 16,567 | 830 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 16,004 | 802 | 0.39% | 0.39% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 15,000 | 752 | 0.56% | 0.56% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 14,941 | 749 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 14,889 | 746 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewSquare Capital LLC | History | No change | 14,888 | 746 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 14,799 | 742 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | No change | 14,672 | 736 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 14,495 | 726 | 0.3% | 0.3% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 14,013 | 702 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 14,011 | 702 | 0.39% | 0.39% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copley Financial Group, Inc. | History | No change | 13,917 | 697 | 0.42% | 0.42% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 13,689 | 686 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TBH Global Asset Management, LLC | History | No change | 13,643 | 684 | 0.13% | 0.13% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Petix & Botte Co | History | No change | 13,646 | 684 | 0.14% | 0.14% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wagner Wealth Management, LLC | History | No change | 13,528 | 678 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 13,280 | 665 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 12,838 | 643 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,787 | 641 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 12,292 | 616 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 12,268 | 615 | 0.6% | 0.6% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 12,219 | 612 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 12,135 | 608 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,087 | 606 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intrua Financial, LLC | History | No change | 12,042 | 603 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 11,688 | 586 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,647 | 584 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 11,576 | 580 | 0.37% | 0.37% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 11,532 | 578 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 11,425 | 572 | 0.49% | 0.49% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisory Group | History | No change | 11,020 | 552 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 10,697 | 536 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,590 | 531 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,401 | 521 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,291 | 516 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 10,217 | 512 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 10,209 | 511 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 10,126 | 507 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 10,117 | 507 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 10,086 | 505 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CGC Financial Services, LLC | History | No change | 9,855 | 494 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 9,860 | 494 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthspire Retirement, LLC | History | No change | 9,536 | 478 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 4J Wealth Management LLC | History | No change | 9,406 | 471 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Detalus Advisors, LLC | History | No change | 9,150 | 458 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | No change | 8,990 | 450 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 8,981 | 450 | 0.18% | 0.18% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 8,903 | 446 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 8,868 | 444 | 0.35% | 0.35% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WIN ADVISORS, INC | History | No change | 8,873 | 444 | 0.16% | 0.16% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 8,765 | 439 | 0.11% | 0.11% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 8,660 | 434 | 0.18% | 0.18% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 8,635 | 433 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | No change | 7,946 | 398 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Solutions Group, LLC | History | No change | 7,658 | 384 | 0.13% | 0.13% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,369 | 369 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 7,317 | 366 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,201 | 361 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 7,173 | 359 | 0.29% | 0.29% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,107 | 355 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 7,056 | 353 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6,982 | 350 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 6,947 | 346 | 0.09% | 0.12% | 218 | -2,275 | -24.67% | Q3 2026 | Oct 02, 2026 |
| Cypress Capital Group | History | No change | 6,910 | 346 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,875 | 344 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,721 | 337 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,730 | 337 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Peterson Wealth Services | History | No change | 6,618 | 331 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,460 | 323 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,434 | 322 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,373 | 319 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Encompass More Asset Management | History | No change | 6,299 | 315 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 6,177 | 309 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,151 | 308 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 5,900 | 295 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 5,858 | 293 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,822 | 291 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 5,821 | 291 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,760 | 288 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 5,377 | 269 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 5,235 | 262 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,009 | 251 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 4,984 | 249 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,700 | 235 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 4,682 | 234 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 4,642 | 232 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GWN SECURITIES INC. | History | No change | 4,618 | 231 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,533 | 227 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 4,524 | 226 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,448 | 223 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,414 | 221 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,270 | 214 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 4,183 | 209 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 4,133 | 207 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freedom Investment Management, Inc. | History | No change | 4,098 | 205 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 4,000 | 201 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,011 | 201 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMG National Trust Bank | History | No change | 4,000 | 200 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,990 | 200 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,982 | 199 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Management LLC | History | No change | 3,652 | 183 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisor Network LLC | History | No change | 3,509 | 175 | 0.22% | 0.22% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 3,024 | 151 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 3,000 | 150 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,750 | 137 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | No change | 2,640 | 132 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 2,362 | 118 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 2,280 | 114 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,190 | 109 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 1,944 | 97 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1,768 | 88 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,755 | 88 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,711 | 85 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 1,363 | 68 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,370 | 68 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 50 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,000 | 50 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 676 | 33 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 655 | 32 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 610 | 30 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 606 | 30 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lodestone Wealth Management LLC | History | No change | 569 | 28 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 543 | 27 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Community Bank | History | No change | 541 | 27 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collier Financial | History | No change | 512 | 25 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 25 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 470 | 23 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 417 | 20 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Concord Wealth Partners | History | No change | 372 | 18 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mascoma Wealth Management LLC | History | No change | 333 | 16 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 273 | 13 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 227 | 11 | 0.0% | 0.0% | 286 | +127 | 127.0% | Q3 2026 | Oct 01, 2026 |
| CX Institutional | History | No change | 199 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 148 | 7 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 127 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 103 | 5 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Equity Partners, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 62 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Advocates LLC | History | No change | 70 | 3 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Darwin Wealth Management, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |