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 | No change | 15,032,861 | 1,030,352 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 5,220,224 | 357,794 | 12.72% | 12.72% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 4,053,994 | 277,860 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,750,966 | 257,091 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 2,645,578 | 181,327 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,688,140 | 115,705 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona PSPRS Trust | History | No change | 1,647,064 | 112,889 | 4.21% | 4.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,326,112 | 90,891 | 0.29% | 0.29% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,181,673 | 80,991 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 786,924 | 53,935 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 768,374 | 52,664 | 0.8% | 0.8% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 721,672 | 51,123 | 0.97% | 0.97% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 716,998 | 49,143 | 1.05% | 1.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 651,000 | 44,619 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 626,158 | 43,311 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LM Advisors LLC | History | No change | 574,567 | 39,340 | 4.54% | 4.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 435,760 | 29,866 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 417,609 | 28,622 | 0.29% | 0.29% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 412,246 | 28,255 | 1.85% | 1.85% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 410,945 | 28,166 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 406,570 | 27,852 | 4.11% | 4.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 403,056 | 27,625 | 3.76% | 3.76% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Enhancement Group LLC | History | Added to | 367,230 | 26,076 | 2.99% | 2.99% | 23 | +1,578 | 0.43% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 365,270 | 25,035 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 359,730 | 24,655 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 359,396 | 24,632 | 0.86% | 0.86% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 326,199 | 22,357 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 319,382 | 21,452 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 312,508 | 21,419 | 0.68% | 0.68% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 311,470 | 21,348 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 305,807 | 20,959 | 8.68% | 8.68% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 299,186 | 20,506 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 287,641 | 19,715 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 271,293 | 18,594 | 0.09% | 0.09% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MW ADVISORY, LLC | History | No change | 241,529 | 16,554 | 6.61% | 6.61% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 237,096 | 16,250 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Financial Designs Corp | History | Reduced | 226,798 | 15,810 | 8.14% | 8.36% | 37 | -758 | -0.33% | Q3 2026 | Oct 08, 2026 |
| Daner Wealth Management, LLC | History | No change | 220,990 | 15,783 | 8.56% | 8.56% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 222,808 | 15,271 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 221,654 | 15,192 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 206,683 | 14,155 | 1.61% | 1.61% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 178,004 | 12,408 | 2.52% | 2.57% | 42 | -4,033 | -2.22% | Q3 2026 | Oct 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 166,437 | 11,327 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 161,739 | 11,085 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 151,832 | 10,406 | 0.64% | 0.64% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 137,601 | 9,431 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 135,909 | 9,315 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 135,131 | 9,261 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 134,195 | 9,197 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ERn Financial, LLC | History | No change | 133,689 | 9,163 | 1.52% | 1.52% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 127,571 | 8,743 | 3.98% | 3.98% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Allocation Strategies LLC | History | No change | 113,000 | 7,745 | 1.19% | 1.19% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 112,716 | 7,725 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 106,487 | 7,298 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | No change | 97,315 | 6,669 | 0.37% | 0.37% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PAX Financial Group, LLC | History | No change | 93,467 | 6,406 | 0.95% | 0.95% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 86,001 | 5,894 | 0.78% | 0.78% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 85,442 | 5,856 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 82,880 | 5,680 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 77,430 | 5,307 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 73,629 | 5,046 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 72,011 | 4,935 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Triad Wealth Partners, LLC | History | No change | 66,725 | 4,666 | 0.28% | 0.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisory Group | History | No change | 65,197 | 4,468 | 2.83% | 2.83% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 64,193 | 4,399 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 64,063 | 4,390 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 62,586 | 4,289 | 0.89% | 0.89% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 60,518 | 4,147 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 59,704 | 4,092 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 59,389 | 4,070 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 58,902 | 4,037 | 0.27% | 0.27% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 56,860 | 3,897 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 55,036 | 3,772 | 0.14% | 0.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 52,157 | 3,574 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 51,501 | 3,529 | 0.23% | 0.23% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 50,660 | 3,472 | 0.52% | 0.52% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 49,694 | 3,406 | 0.55% | 0.55% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 48,275 | 3,308 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 46,880 | 3,213 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 44,424 | 3,040 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 42,668 | 2,924 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFP Advisors, Inc | History | No change | 42,118 | 2,886 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 41,521 | 2,845 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Selby Wealth Management, LLC | History | No change | 41,505 | 2,844 | 1.01% | 1.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 40,603 | 2,782 | 1.43% | 1.43% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 38,914 | 2,667 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 37,330 | 2,558 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 37,206 | 2,543 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 35,552 | 2,436 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AlphaCore Capital LLC | History | No change | 34,482 | 2,363 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 33,864 | 2,321 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | No change | 33,128 | 2,270 | 0.65% | 0.65% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequent Planning LLC | History | No change | 32,256 | 2,210 | 0.47% | 0.47% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Retirements, Inc. | History | No change | 31,130 | 2,133 | 1.92% | 1.92% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 30,196 | 2,069 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Goldstone Financial Group, LLC | History | No change | 29,879 | 2,047 | 0.19% | 0.19% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,737 | 2,038 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Apella Capital, LLC | History | Reduced | 26,983 | 1,916 | 0.02% | 0.03% | 98 | -168 | -0.62% | Q3 2026 | Oct 08, 2026 |
| Western Wealth Management, LLC | History | No change | 27,827 | 1,907 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 26,870 | 1,841 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Milestone Investment Advisors LLC | History | No change | 26,645 | 1,826 | 0.39% | 0.39% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 26,168 | 1,793 | 1.17% | 1.17% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 24,558 | 1,683 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 23,659 | 1,649 | 0.94% | 0.97% | 104 | -552 | -2.28% | Q3 2026 | Oct 08, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 24,054 | 1,648 | 0.24% | 0.24% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | No change | 23,429 | 1,605 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,910 | 1,570 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 22,800 | 1,562 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,073 | 1,444 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,978 | 1,437 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 20,556 | 1,432 | 0.01% | 0.01% | 111 | -456 | -2.17% | Q3 2026 | Oct 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 20,643 | 1,414 | 0.21% | 0.21% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 19,927 | 1,365 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 19,884 | 1,362 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 19,578 | 1,341 | 0.52% | 0.52% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,560 | 1,340 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 19,062 | 1,306 | 0.71% | 0.71% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversified Trust Co | History | No change | 18,438 | 1,263 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 17,763 | 1,217 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 17,318 | 1,187 | 0.36% | 0.36% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Petix & Botte Co | History | No change | 16,642 | 1,140 | 0.23% | 0.23% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | No change | 16,330 | 1,119 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 15,804 | 1,083 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 15,651 | 1,072 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONECO ADVISORS, LLC | History | No change | 15,628 | 1,071 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,142 | 1,038 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,119 | 1,036 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 14,894 | 1,020 | 0.25% | 0.25% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 14,013 | 960 | 0.82% | 0.82% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,994 | 959 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 13,737 | 941 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alteri Wealth LLC | History | No change | 13,640 | 934 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,424 | 920 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fox Financial, Inc | History | No change | 13,163 | 902 | 0.63% | 0.63% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 12,978 | 889 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 12,961 | 888 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 12,472 | 854 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Financial, LLC | History | No change | 11,904 | 815 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,841 | 811 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 11,816 | 808 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,746 | 805 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | No change | 11,361 | 778 | 0.38% | 0.38% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | No change | 10,840 | 742 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,519 | 720 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 10,351 | 709 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHANNEL WEALTH LLC | History | No change | 10,237 | 701 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Axis Wealth Partners, LLC | History | No change | 10,050 | 688 | 0.33% | 0.33% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 9,704 | 665 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,698 | 664 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 9,300 | 658 | 0.39% | 0.39% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,587 | 657 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,462 | 648 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vantus Wealth LLC | History | No change | 9,386 | 643 | 0.34% | 0.34% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 9,182 | 629 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waldron Private Wealth LLC | History | No change | 9,055 | 620 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TopTier Wealth Management, LLC | History | No change | 8,978 | 615 | 0.37% | 0.37% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 8,954 | 613 | 0.2% | 0.2% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,800 | 603 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 8,467 | 580 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial LLC | History | No change | 7,875 | 539 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,593 | 520 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 7,576 | 519 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Herold Advisors, Inc. | History | No change | 7,340 | 502 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 7,321 | 501 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,968 | 477 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 6,951 | 476 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 6,713 | 460 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | No change | 6,700 | 459 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 6,672 | 457 | 0.32% | 0.32% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,656 | 456 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,665 | 456 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elite Life Management LLC | History | No change | 6,267 | 443 | 0.52% | 0.52% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,450 | 442 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graney & King, LLC | History | No change | 6,260 | 429 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NCM Capital Management, LLC | History | No change | 6,251 | 428 | 0.13% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 6,238 | 427 | 0.31% | 0.31% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| truNorth Financial Services, Inc. | History | No change | 6,215 | 426 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equity Wealth Partners, LLC | History | No change | 5,722 | 392 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,694 | 390 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,644 | 386 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 5,525 | 378 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 5,166 | 354 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 5,143 | 352 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 5,003 | 342 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,896 | 335 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 4,821 | 330 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SPINNAKER TRUST | History | No change | 4,631 | 317 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 4,577 | 313 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,530 | 310 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EdgeRock Capital LLC | History | No change | 4,508 | 309 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 4,519 | 309 | 0.15% | 0.15% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 4,492 | 307 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 4,383 | 300 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,352 | 298 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 4,325 | 296 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VestGen Advisors, LLC | History | No change | 4,299 | 294 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Wealthcare LLC | History | No change | 4,210 | 293 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| ACT Advisors, LLC. | History | No change | 4,156 | 284 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,122 | 282 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,036 | 276 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,810 | 261 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 3,766 | 258 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 3,593 | 246 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,501 | 239 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,427 | 234 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOR Wealth Management, LLC | History | No change | 3,400 | 233 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 3,377 | 231 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,340 | 228 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 3,262 | 223 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,228 | 221 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 3,211 | 220 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,083 | 211 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 3,070 | 210 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,057 | 209 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 3,047 | 208 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,952 | 202 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Talon Private Wealth, LLC | History | No change | 2,958 | 202 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,932 | 201 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,932 | 201 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,696 | 185 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 2,448 | 167 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,370 | 162 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | No change | 2,049 | 140 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,051 | 140 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concord Wealth Partners | History | No change | 1,934 | 132 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,895 | 129 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,793 | 122 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 1,708 | 117 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,645 | 112 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bollard Group LLC | History | No change | 1,530 | 105 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,530 | 104 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,700 | 102 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,485 | 101 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,375 | 94 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Capital Management LLC | History | No change | 1,225 | 83 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,209 | 82 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 1,200 | 82 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,122 | 78 | 0.0% | 0.0% | 238 | +211 | 23.16% | Q3 2026 | Oct 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 952 | 65 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 928 | 63 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 916 | 62 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 763 | 52 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 686 | 47 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 608 | 41 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 534 | 36 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 536 | 36 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 493 | 33 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Key FInancial Inc | History | No change | 456 | 31 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 402 | 27 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 398 | 27 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 364 | 25 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 345 | 23 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 249 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 160 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 130 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MTM Investment Management, LLC | History | No change | 114 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 90 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 78 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CGC Financial Services, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 68 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Grove Bank & Trust | History | New | 56 | 3 | 0.0% | — | 263 | +56 | New | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeSteps Financial, Inc. | History | No change | 43 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Downshift Financial, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams & Novak Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,667 | -100.0% | Q3 2026 | Oct 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |