Invesco Exchange-Traded Self-Indexed Fund Trust - OMFL
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 16,766,265 | 1,007,987 | 0.15% | 0.18% | 1 | -2,857,184 | -14.56% | Q1 2026 | May 12, 2026 |
| LM Advisors LLC | History | Reduced | 35,725 | 595,305 | 9.41% | 11.13% | 2 | -2,138 | -5.65% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Reduced | 5,180,692 | 311,463 | 12.55% | 12.16% | 3 | -65,405 | -1.25% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Reduced | 4,398,927 | 264,463 | 0.02% | 0.02% | 4 | -61,460 | -1.38% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,711,567 | 223,139 | 0.04% | 0.03% | 5 | +931,158 | 33.49% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 2,701,696 | 162,425 | 0.04% | 0.05% | 6 | -94,402 | -3.38% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,933,177 | 116,222 | 0.01% | 0.01% | 7 | -270,277 | -12.27% | Q1 2026 | May 15, 2026 |
| Arizona PSPRS Trust | History | Added to | 1,643,444 | 98,803 | 3.64% | 3.69% | 8 | +4,012 | 0.24% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 1,149,758 | 69,123 | 0.01% | 0.01% | 9 | -22,052 | -1.88% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 893,617 | 53,724 | 0.58% | 0.02% | 10 | +880,952 | 6955.8% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 843,402 | 50,705 | 0.06% | 0.06% | 11 | -42,483 | -4.8% | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 744,720 | 50,112 | 0.99% | 1.13% | 12 | -35,524 | -4.55% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 697,082 | 41,908 | 0.68% | 0.75% | 13 | +64,911 | 10.27% | Q1 2026 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 686,409 | 41,266 | 0.01% | 0.01% | 14 | -25,227 | -3.54% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 620,871 | 37,742 | 0.08% | 0.08% | 15 | -362,828 | -36.88% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 620,816 | 37,323 | 0.87% | 0.83% | 16 | +58,732 | 10.45% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 455,990 | 27,414 | 0.01% | 0.01% | 17 | -84,398 | -15.62% | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 439,187 | 26,403 | 1.92% | 1.78% | 18 | -16,061 | -3.53% | Q1 2026 | Apr 14, 2026 |
| Brookstone Capital Management | History | Added to | 417,916 | 25,125 | 0.29% | 0.29% | 19 | +2,529 | 0.61% | Q1 2026 | Apr 16, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 403,056 | 24,232 | 3.57% | 3.47% | 20 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 390,020 | 23,448 | 2.94% | 4.34% | 21 | +16,008 | 4.28% | Q1 2026 | May 18, 2026 |
| Financial Enhancement Group LLC | History | Added to | 343,898 | 22,377 | 2.77% | 2.7% | 22 | +13,254 | 4.01% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 341,058 | 20,504 | 0.01% | 0.02% | 23 | -11,123 | -3.16% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 337,568 | 20,294 | 0.01% | 0.01% | 24 | -63,558 | -15.84% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 325,712 | 19,581 | 0.07% | 0.08% | 25 | +7,703 | 2.42% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 319,597 | 19,214 | 0.71% | 0.61% | 26 | +55,100 | 20.83% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 312,154 | 18,501 | 0.01% | 0.01% | 27 | +7,235 | 2.37% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 306,114 | 18,403 | 0.2% | 0.09% | 28 | +178,023 | 138.98% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 303,477 | 18,243 | 0.03% | 0.04% | 29 | -3,695 | -1.2% | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 283,384 | 17,037 | 0.42% | 0.45% | 30 | +3,232 | 1.15% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 266,290 | 16,010 | 0.02% | 0.03% | 31 | -48,453 | -15.39% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 264,995 | 15,931 | 0.02% | 0.0% | 32 | +224,606 | 556.11% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 262,034 | 15,753 | 0.0% | 0.0% | 33 | +175,410 | 202.5% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 260,367 | 15,653 | 0.07% | 0.07% | 34 | +25,384 | 10.8% | Q1 2026 | Apr 24, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 225,476 | 15,136 | 8.9% | 9.65% | 35 | -23,552 | -9.46% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 251,553 | 15,123 | 0.14% | — | 36 | +251,553 | New | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 245,282 | 14,746 | 0.12% | 0.18% | 37 | -3,677 | -1.48% | Q1 2026 | May 15, 2026 |
| Financial Designs Corp | History | Added to | 231,466 | 13,915 | 7.75% | 8.01% | 38 | +16 | 0.01% | Q1 2026 | Apr 16, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 196,483 | 11,812 | 2.61% | 2.96% | 39 | -21,275 | -9.77% | Q1 2026 | Apr 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 156,996 | 9,889 | 0.01% | 0.02% | 40 | -27,899 | -15.09% | Q1 2026 | Apr 27, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 151,824 | 9,362 | 1.45% | 1.45% | 41 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 159,520 | 9,349 | 0.0% | 0.0% | 42 | -8,484 | -5.05% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 153,629 | 9,236 | 0.02% | 0.09% | 43 | -394,236 | -71.96% | Q1 2026 | Apr 30, 2026 |
| ERn Financial, LLC | History | Reduced | 142,431 | 8,562 | 1.61% | 1.92% | 44 | -24,997 | -14.93% | Q1 2026 | Apr 24, 2026 |
| Clarius Group, LLC | History | No change | 139,915 | 8,553 | 0.49% | 0.49% | 45 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 140,993 | 8,477 | 0.02% | 0.03% | 46 | -40,633 | -22.37% | Q1 2026 | Apr 22, 2026 |
| RFG Advisory, LLC | History | New | 135,593 | 8,151 | 0.15% | — | 47 | +135,593 | New | Q1 2026 | Apr 17, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 128,750 | 7,740 | 3.86% | 3.97% | 48 | -2,383 | -1.82% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 126,038 | 7,577 | 0.01% | 0.01% | 49 | -27,285 | -17.8% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,835 | 7,565 | 0.0% | 0.0% | 50 | +7,355 | 6.21% | Q1 2026 | May 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 120,800 | 7,262 | 0.51% | 0.39% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 109,695 | 6,594 | 1.17% | 1.46% | 52 | -19,349 | -14.99% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 109,448 | 6,580 | 0.01% | 0.01% | 53 | -269 | -0.25% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Reduced | 94,797 | 5,699 | 0.97% | 1.33% | 54 | -31,004 | -24.65% | Q1 2026 | Apr 27, 2026 |
| Avestar Capital, LLC | History | Added to | 92,090 | 5,536 | 0.36% | 0.36% | 55 | +2,191 | 2.44% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 89,365 | 5,372 | 0.15% | 0.18% | 56 | -18,454 | -17.12% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 88,462 | 5,318 | 0.01% | 0.01% | 57 | -15,551 | -14.95% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 84,992 | 5,109 | 0.09% | 0.1% | 58 | -258 | -0.3% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 76,376 | 4,591 | 0.0% | 0.0% | 59 | -27,700 | -26.62% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 69,144 | 4,156 | 0.08% | 0.09% | 60 | -6,340 | -8.4% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 67,876 | 4,080 | 0.16% | — | 61 | +67,876 | New | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | Reduced | 65,966 | 3,965 | 2.99% | 3.14% | 62 | -677 | -1.02% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 64,129 | 3,856 | 0.0% | 0.0% | 63 | -21,806 | -25.37% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,637 | 3,825 | 0.01% | 0.01% | 64 | -9,985 | -13.56% | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 62,767 | 3,773 | 0.3% | 0.33% | 65 | -5,200 | -7.65% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | New | 62,620 | 3,760 | 0.28% | — | 66 | +62,620 | New | Q1 2026 | May 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 62,527 | 3,759 | 0.12% | 0.12% | 67 | +58 | 0.09% | Q1 2026 | Apr 08, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 62,197 | 3,739 | 0.78% | 0.87% | 68 | -2,349 | -3.64% | Q1 2026 | May 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 61,483 | 3,696 | 0.62% | 9.13% | 69 | -834,629 | -93.14% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 59,659 | 3,646 | 0.02% | 0.03% | 70 | -810 | -1.34% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 56,407 | 3,391 | 0.27% | 0.24% | 71 | +14,541 | 34.73% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 55,784 | 3,353 | 0.0% | 0.0% | 72 | -288 | -0.51% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 50,748 | 3,081 | 0.01% | 0.02% | 73 | +9,717 | 23.68% | Q1 2026 | May 12, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 50,069 | 3,009 | 0.57% | 0.6% | 74 | +25,211 | 101.42% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 49,601 | 2,981 | 0.0% | 0.0% | 75 | +37,808 | 320.6% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 49,298 | 2,963 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 46,950 | 2,822 | 0.46% | 0.19% | 77 | +23,487 | 100.1% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 46,386 | 2,788 | 0.06% | 0.05% | 78 | +13,520 | 41.14% | Q1 2026 | Apr 13, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 45,519 | 2,782 | 0.76% | 0.76% | 79 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 43,158 | 2,594 | 0.01% | 0.02% | 80 | -9,140 | -17.48% | Q1 2026 | May 15, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 42,628 | 2,562 | 1.01% | 1.08% | 81 | -1,158 | -2.64% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 42,500 | 2,555 | 0.03% | 0.04% | 82 | -3,336 | -7.28% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,342 | 2,545 | 0.02% | 0.03% | 83 | -9,230 | -17.9% | Q1 2026 | Apr 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 41,828 | 2,514 | 1.47% | 1.47% | 84 | +217 | 0.52% | Q1 2026 | Apr 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 40,159 | 2,454 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 38,044 | 2,287 | 0.07% | 0.08% | 86 | -3,378 | -8.16% | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 35,754 | 2,149 | 0.07% | 0.07% | 87 | -747 | -2.05% | Q1 2026 | May 05, 2026 |
| Valued Retirements, Inc. | History | No change | 35,523 | 2,135 | 2.09% | 2.12% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 34,407 | 2,068 | 0.05% | 0.05% | 89 | +84 | 0.24% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 34,027 | 2,045 | 0.07% | 0.07% | 90 | -36,613 | -51.83% | Q1 2026 | Apr 29, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 32,471 | 1,952 | 0.21% | 0.23% | 91 | -1,425 | -4.2% | Q1 2026 | Apr 24, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,014 | 1,924 | 0.69% | 0.67% | 92 | +1,392 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | Reduced | 31,978 | 1,922 | 0.46% | 0.5% | 93 | -454 | -1.4% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Reduced | 27,478 | 1,788 | 0.03% | 0.03% | 94 | -1,448 | -5.01% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,579 | 1,778 | 0.06% | 0.08% | 95 | +1,889 | 6.82% | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,569 | 1,733 | 0.02% | 0.0% | 96 | +21,922 | 329.8% | Q1 2026 | Apr 07, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 26,645 | 1,601 | 0.39% | 0.41% | 97 | -1,047 | -3.78% | Q1 2026 | May 05, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 26,388 | 1,586 | 1.17% | 1.17% | 98 | +259 | 0.99% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 25,962 | 1,560 | 0.03% | 0.04% | 99 | -7,246 | -21.82% | Q1 2026 | Apr 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 24,618 | 1,480 | 0.17% | 0.18% | 100 | -913 | -3.58% | Q1 2026 | Apr 15, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 24,355 | 1,464 | 0.89% | 1.02% | 101 | -225 | -0.92% | Q1 2026 | Apr 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 23,376 | 1,405 | 0.26% | 0.3% | 102 | -4,384 | -15.79% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,766 | 1,368 | 0.0% | 0.0% | 103 | -2,332 | -9.29% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,552 | 1,355 | 0.0% | 0.0% | 104 | +18,652 | 478.26% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 21,728 | 1,306 | 0.56% | 0.56% | 105 | -829 | -3.68% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 21,303 | 1,280 | 0.0% | 0.0% | 106 | -3,195 | -13.04% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,243 | 1,217 | 0.01% | 0.01% | 107 | +3,309 | 19.54% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,007 | 1,202 | 0.02% | 0.03% | 108 | -9,084 | -31.23% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,272 | 1,157 | 0.0% | 0.0% | 109 | -1,705 | -8.13% | Q1 2026 | May 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 19,048 | 1,145 | 0.74% | 0.89% | 110 | -2,359 | -11.02% | Q1 2026 | Apr 21, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 17,687 | 1,063 | 0.03% | 0.1% | 111 | -33,352 | -65.35% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 17,220 | 1,035 | 0.02% | 0.02% | 112 | -1,246 | -6.75% | Q1 2026 | Apr 22, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 15,790 | 1,026 | 0.27% | 0.43% | 113 | -8,753 | -35.66% | Q1 2026 | Apr 21, 2026 |
| Petix & Botte Co | History | Added to | 16,902 | 1,016 | 0.23% | 0.23% | 114 | +316 | 1.91% | Q1 2026 | Apr 30, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 16,578 | 996 | 0.08% | 0.08% | 115 | -34 | -0.2% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,364 | 983 | 0.01% | 0.0% | 116 | +13,062 | 395.58% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 16,330 | 981 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,317 | 980 | 0.04% | 0.04% | 118 | -1,318 | -7.47% | Q1 2026 | Apr 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 16,146 | 970 | 0.35% | 0.29% | 119 | +1,787 | 12.45% | Q1 2026 | May 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 15,600 | 937 | 1.12% | 1.07% | 120 | -4,648 | -22.96% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,325 | 921 | 0.0% | 0.0% | 121 | -1,004 | -6.15% | Q1 2026 | May 01, 2026 |
| Alteri Wealth LLC | History | Reduced | 14,292 | 859 | 0.28% | 0.34% | 122 | -2,688 | -15.83% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Reduced | 14,270 | 858 | 0.06% | 0.09% | 123 | -4,110 | -22.36% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,798 | 829 | 0.02% | 0.02% | 124 | +1,439 | 11.64% | Q1 2026 | May 15, 2026 |
| Fox Financial, Inc | History | Reduced | 13,719 | 824 | 0.67% | 0.68% | 125 | -260 | -1.86% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | New | 13,367 | 811 | 0.61% | — | 126 | +13,367 | New | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 13,210 | 794 | 0.05% | 0.05% | 127 | +2,076 | 18.65% | Q1 2026 | Apr 17, 2026 |
| WealthPlan Investment Management, LLC | History | New | 12,885 | 774 | 0.04% | — | 128 | +12,885 | New | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 12,851 | 772 | 0.04% | 0.09% | 129 | -17,348 | -57.45% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,841 | 771 | 0.13% | 0.05% | 130 | +8,218 | 177.76% | Q1 2026 | Apr 21, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 12,515 | 752 | 0.18% | 0.18% | 131 | +1,000 | 8.68% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Reduced | 11,904 | 715 | 0.1% | 0.12% | 132 | -1,999 | -14.38% | Q1 2026 | Apr 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,832 | 711 | 0.02% | 0.02% | 133 | +978 | 9.01% | Q1 2026 | Apr 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 11,841 | 711 | 0.27% | 0.28% | 134 | -432 | -3.52% | Q1 2026 | Apr 22, 2026 |
| CAP Partners, LLC | History | Reduced | 11,772 | 707 | 0.4% | 0.41% | 135 | -19 | -0.16% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,174 | 672 | 0.0% | 0.0% | 136 | -590 | -5.02% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 11,131 | 669 | 0.02% | 0.02% | 137 | -195 | -1.72% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 11,120 | 668 | 0.0% | 0.0% | 138 | +292 | 2.7% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 10,673 | 652 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 9,379 | 625 | 0.39% | 0.43% | 140 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 10,385 | 624 | 0.17% | 0.19% | 141 | -679 | -6.14% | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 10,378 | 623 | 0.33% | 0.33% | 142 | +493 | 4.99% | Q1 2026 | Apr 24, 2026 |
| Liberty Atlantic Advisors LLC | History | Reduced | 10,327 | 620 | 0.53% | 0.69% | 143 | -1,107 | -9.68% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,453 | 568 | 0.01% | 0.0% | 144 | +8,545 | 941.08% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 9,298 | 559 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,276 | 557 | 0.02% | 0.03% | 146 | -133 | -1.41% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 9,092 | 546 | 0.0% | 0.0% | 147 | -24,507 | -72.94% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 8,973 | 539 | 0.33% | 0.37% | 148 | -8 | -0.09% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,814 | 538 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Added to | 8,744 | 525 | 0.01% | 0.0% | 150 | +2,293 | 35.54% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,737 | 525 | 0.03% | 0.03% | 151 | +102 | 1.18% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | No change | 8,543 | 513 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,467 | 509 | 0.05% | 0.05% | 153 | +1,303 | 18.19% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,106 | 487 | 0.01% | 0.01% | 154 | +23 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Vantus Wealth LLC | History | No change | 7,889 | 482 | 0.36% | 0.36% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,904 | 475 | 0.01% | 0.01% | 156 | +352 | 4.66% | Q1 2026 | Apr 20, 2026 |
| Empirical Asset Management, LLC | History | Added to | 7,603 | 457 | 0.12% | 0.13% | 157 | +164 | 2.2% | Q1 2026 | May 11, 2026 |
| Herold Advisors, Inc. | History | No change | 7,590 | 456 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vantage Point Financial LLC | History | Added to | 7,495 | 450 | 0.16% | 0.16% | 159 | +324 | 4.52% | Q1 2026 | May 01, 2026 |
| Elite Life Management LLC | History | Added to | 6,517 | 438 | 0.55% | 0.57% | 160 | +930 | 16.65% | Q1 2026 | May 11, 2026 |
| Graney & King, LLC | History | Reduced | 7,174 | 431 | 0.23% | 0.26% | 161 | -122 | -1.67% | Q1 2026 | May 18, 2026 |
| Ascentis Independent Advisors | History | Added to | 7,037 | 423 | 0.03% | 0.07% | 162 | +16 | 0.23% | Q1 2026 | Apr 28, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 6,951 | 417 | 0.03% | 0.03% | 163 | +79 | 1.15% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Reduced | 6,877 | 413 | 0.0% | 0.0% | 164 | -200 | -2.83% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,758 | 406 | 0.0% | 0.0% | 165 | +91 | 1.36% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 6,720 | 404 | 0.01% | 0.02% | 166 | -3,956 | -37.06% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,656 | 400 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,665 | 400 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 6,499 | 390 | 0.0% | 0.0% | 169 | -467 | -6.7% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,450 | 387 | 0.0% | 0.0% | 170 | -1,935 | -23.08% | Q1 2026 | May 14, 2026 |
| ACT Advisors, LLC. | History | Reduced | 6,297 | 378 | 0.16% | 0.15% | 171 | -85 | -1.33% | Q1 2026 | Apr 14, 2026 |
| NCM Capital Management, LLC | History | No change | 6,251 | 375 | 0.13% | 0.14% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| truNorth Financial Services, Inc. | History | Reduced | 6,215 | 373 | 0.39% | 0.42% | 173 | -125 | -1.97% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 6,172 | 371 | 0.0% | 0.0% | 174 | +1,200 | 24.14% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,132 | 368 | 0.0% | 0.0% | 175 | +1,536 | 33.42% | Q1 2026 | May 08, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 5,699 | 342 | 0.04% | — | 176 | +5,699 | New | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,674 | 341 | 0.0% | 0.01% | 177 | -1,093 | -16.15% | Q1 2026 | Apr 23, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 5,610 | 337 | 0.22% | 0.24% | 178 | -421 | -6.98% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 5,525 | 332 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,470 | 328 | 0.01% | 0.01% | 180 | -284 | -4.94% | Q1 2026 | May 11, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 5,154 | 309 | 0.17% | 0.17% | 181 | +11 | 0.21% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 5,039 | 302 | 0.0% | 0.0% | 182 | +566 | 12.65% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 5,003 | 300 | 0.04% | 0.04% | 183 | -124 | -2.42% | Q1 2026 | Apr 17, 2026 |
| EdgeRock Capital LLC | History | Added to | 4,971 | 298 | 0.08% | 0.08% | 184 | +6 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,870 | 292 | 0.0% | 0.0% | 185 | +2,075 | 74.24% | Q1 2026 | May 14, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 4,841 | 291 | 0.09% | — | 186 | +4,841 | New | Q1 2026 | May 12, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,804 | 288 | 0.02% | 0.02% | 187 | +12 | 0.25% | Q1 2026 | May 13, 2026 |
| SPINNAKER TRUST | History | No change | 4,631 | 278 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WBI INVESTMENTS, LLC | History | New | 4,592 | 276 | 0.08% | — | 189 | +4,592 | New | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,571 | 274 | 0.0% | 0.0% | 190 | -24,911 | -84.5% | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 4,468 | 268 | 0.42% | 0.5% | 191 | -106 | -2.32% | Q1 2026 | Apr 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 4,316 | 259 | 0.03% | 0.03% | 192 | +11 | 0.26% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,270 | 256 | 0.0% | 0.0% | 193 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,252 | 255 | 0.03% | — | 194 | +4,252 | New | Q1 2026 | May 15, 2026 |
| Beacon Wealthcare LLC | History | No change | 4,210 | 253 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 4,208 | 252 | 0.05% | 0.07% | 196 | -32 | -0.75% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,175 | 251 | 0.01% | 0.01% | 197 | -837 | -16.7% | Q1 2026 | Apr 28, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,068 | 244 | 0.0% | 0.0% | 198 | -98 | -2.35% | Q1 2026 | May 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,036 | 242 | 0.01% | 0.01% | 199 | -25 | -0.62% | Q1 2026 | Apr 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,368 | 226 | 0.01% | 0.02% | 200 | -4,878 | -59.16% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,688 | 221 | 0.08% | 0.09% | 201 | -194 | -5.0% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,672 | 220 | 0.0% | — | 202 | +3,672 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 3,566 | 214 | 0.0% | 0.0% | 203 | -224 | -5.91% | Q1 2026 | May 14, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 3,557 | 213 | 0.04% | 1.09% | 204 | -102,493 | -96.65% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,501 | 210 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 3,400 | 204 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 3,329 | 200 | 0.08% | 0.08% | 208 | -75 | -2.2% | Q1 2026 | May 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,337 | 200 | 0.02% | 0.02% | 207 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,261 | 196 | 0.0% | — | 210 | +3,261 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,218 | 196 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Reduced | 3,255 | 195 | 0.56% | 0.96% | 211 | -356,648 | -99.1% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,161 | 190 | 0.0% | 0.0% | 212 | +812 | 34.57% | Q1 2026 | May 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 2,979 | 179 | 0.07% | 0.07% | 213 | +105 | 3.65% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,800 | 168 | 0.06% | 0.08% | 214 | -1,032 | -26.93% | Q1 2026 | Apr 23, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 2,433 | 146 | 0.04% | — | 215 | +2,429 | 60725.0% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,365 | 142 | 0.0% | 0.01% | 216 | +6 | 0.25% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 2,161 | 129 | 0.0% | 0.0% | 217 | +5 | 0.23% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,051 | 123 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 249,150 | 120 | 0.0% | 0.02% | 219 | -8,631 | -3.35% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,895 | 113 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,864 | 112 | 0.0% | 0.0% | 221 | +359 | 23.85% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,676 | 100 | 0.0% | 0.02% | 222 | -42,793 | -96.23% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,645 | 98 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bollard Group LLC | History | New | 1,527 | 92 | 0.0% | — | 224 | +1,527 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,482 | 89 | 0.01% | 0.01% | 225 | +2 | 0.14% | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | No change | 1,225 | 73 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | New | 1,137 | 68 | 0.01% | — | 227 | +1,137 | New | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,100 | 66 | 0.01% | 0.0% | 228 | +277 | 33.66% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 994 | 60 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 922 | 55 | 0.0% | 0.0% | 230 | +1 | 0.11% | Q1 2026 | May 05, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 763 | 45 | 0.02% | — | 233 | +750 | 5769.23% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 749 | 45 | 0.0% | 0.0% | 231 | +141 | 23.19% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 754 | 45 | 0.0% | 0.0% | 232 | -72 | -8.72% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 720 | 43 | 0.0% | 0.0% | 234 | +160 | 28.57% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 686 | 41 | 0.0% | 0.0% | 235 | +267 | 63.72% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | New | 602 | 36 | 0.0% | — | 236 | +602 | New | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 536 | 32 | 0.0% | 0.0% | 237 | -326 | -37.82% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 520 | 31 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 478 | 28 | 0.0% | — | 239 | +478 | New | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 449 | 27 | 0.0% | 0.02% | 240 | -24,450 | -98.2% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | Added to | 456 | 27 | 0.01% | 0.0% | 242 | +139 | 43.85% | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | No change | 456 | 27 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 400 | 24 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 398 | 23 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,023 | 22 | 0.0% | 0.01% | 246 | -2,701 | -10.92% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 364 | 22 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | Added to | 345 | 20 | 0.0% | 0.0% | 247 | +1 | 0.29% | Q1 2026 | May 04, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 229 | 14 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | New | 156 | 9 | 0.0% | — | 249 | +156 | New | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 140 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 130 | 7 | 0.0% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | No change | 116 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 114 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 90 | 5 | 0.0% | — | 255 | +90 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 94 | 5 | 0.0% | 0.0% | 254 | +64 | 213.33% | Q1 2026 | May 11, 2026 |
| CGC Financial Services, LLC | History | New | 75 | 4 | 0.0% | — | 260 | +75 | New | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 68 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 78 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WFA of San Diego, LLC | History | No change | 68 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ADVISERS INC | History | New | 32 | 1 | 0.0% | — | 265 | +32 | New | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Deseret Mutual Benefit Administrators | History | Closed out | 0 | 0 | — | 19.55% | — | -749,613 | -100.0% | Q1 2026 | May 08, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -268,187 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.58% | — | -139,628 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -124,035 | -100.0% | Q1 2026 | May 14, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -14,250 | -100.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,354 | -100.0% | Q1 2026 | May 15, 2026 |
| Emergent Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -11,992 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -8,104 | -100.0% | Q1 2026 | May 05, 2026 |
| Seros Financial, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -7,904 | -100.0% | Q1 2026 | May 05, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,739 | -100.0% | Q1 2026 | May 15, 2026 |
| Centennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -5,989 | -100.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,130 | -100.0% | Q1 2026 | May 14, 2026 |
| White Pine Investment CO | History | Closed out | 0 | 0 | — | 0.07% | — | -4,646 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,569 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,403 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,378 | -100.0% | Q1 2026 | May 01, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,676 | -100.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,396 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |