INVESCO EXCHANGE-TRADED FUND TRUST - PHO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,600,010 | 110,528 | 0.01% | 0.01% | 1 | +34,345 | 2.19% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,304,435 | 90,110 | 0.0% | 0.01% | 2 | -18,037 | -1.36% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 804,161 | 55,551 | 0.01% | 0.01% | 3 | -31,937 | -3.82% | Q2 2026 | Aug 07, 2026 |
| 1832 Asset Management L.P. | History | Added to | 606,065 | 41,866 | 0.02% | 0.03% | 4 | +43,147 | 7.66% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 477,462 | 32,983 | 0.52% | 0.52% | 5 | +50,245 | 11.76% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Added to | 458,767 | 31,691 | 0.32% | 0.26% | 6 | +104,795 | 29.61% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 346,907 | 23,964 | 0.01% | 0.01% | 7 | -73,019 | -17.39% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 323,310 | 22,334 | 0.0% | 0.0% | 8 | -12,121 | -3.61% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 302,906 | 20,924 | 0.0% | 0.01% | 9 | -364,564 | -54.62% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 287,435 | 19,856 | 0.01% | 0.01% | 10 | -7,823 | -2.65% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 199,876 | 13,807 | 0.01% | 0.02% | 11 | -21,880 | -9.87% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 192,918 | 13,326 | 0.0% | 0.0% | 12 | -12,437 | -6.06% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 185,547 | 12,817 | 0.25% | — | 13 | +185,547 | New | Q2 2026 | Aug 11, 2026 |
| Prism Advisors, Inc. | History | Reduced | 179,122 | 12,373 | 3.01% | 3.33% | 14 | -7,306 | -3.92% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 180,133 | 12,043 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 166,194 | 11,482 | 0.01% | 0.02% | 16 | +5,184 | 3.22% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,103 | 10,783 | 0.01% | 0.02% | 17 | -8,070 | -4.92% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 144,533 | 9,984 | 0.03% | 0.03% | 18 | +2,483 | 1.75% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 123,674 | 8,543 | 0.0% | 0.0% | 19 | +64,954 | 110.62% | Q2 2026 | Aug 14, 2026 |
| Hamilton Wealth, LLC | History | Reduced | 119,988 | 8,288 | 1.52% | 1.61% | 20 | -3,530 | -2.86% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 99,888 | 6,900 | 0.04% | 0.03% | 21 | +29,782 | 42.48% | Q2 2026 | Jul 24, 2026 |
| WealthSpring Partners, LLC | History | Added to | 99,343 | 6,862 | 5.9% | 5.93% | 22 | +2,656 | 2.75% | Q2 2026 | Aug 05, 2026 |
| Sage Capital Management, LLC | History | Reduced | 96,853 | 6,691 | 2.61% | 3.05% | 23 | -316 | -0.33% | Q2 2026 | Jul 20, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 84,073 | 5,899 | 1.2% | 1.37% | 24 | -10,823 | -11.41% | Q2 2026 | Aug 06, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Added to | 77,391 | 5,346 | 3.48% | 3.82% | 25 | +227 | 0.29% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,121 | 5,327 | 0.0% | 0.0% | 26 | +3,265 | 4.42% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 76,069 | 5,254 | 0.02% | 0.02% | 27 | -8,767 | -10.33% | Q2 2026 | Jul 28, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 70,056 | 4,839 | 0.38% | 0.41% | 28 | +1,636 | 2.39% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Reduced | 64,890 | 4,482 | 0.0% | 0.0% | 29 | -602 | -0.92% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 64,178 | 4,433 | 0.0% | 0.0% | 30 | +15,552 | 31.98% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 104 | 4,351 | 0.36% | — | 31 | +104 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60,160 | 4,169 | 0.0% | 0.0% | 32 | +4,059 | 7.24% | Q2 2026 | Aug 14, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | No change | 61,554 | 4,115 | 0.83% | 0.83% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 57,388 | 3,964 | 0.8% | 0.86% | 34 | -367 | -0.64% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 56,740 | 3,919 | 0.07% | 0.08% | 35 | +650 | 1.16% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | Reduced | 55,621 | 3,842 | 0.0% | 0.01% | 36 | -2,526 | -4.34% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 53,879 | 3,721 | 0.02% | 0.02% | 37 | +1,875 | 3.61% | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 52,081 | 3,597 | 0.0% | 0.0% | 38 | +11,288 | 27.67% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 51,008 | 3,523 | 0.15% | 0.17% | 39 | -7,400 | -12.67% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,505 | 3,488 | 0.0% | 0.0% | 40 | +1,004 | 2.03% | Q2 2026 | Aug 19, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 50,405 | 3,481 | 0.05% | 0.05% | 41 | -143 | -0.28% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 48,790 | 3,370 | 0.01% | 0.01% | 42 | -607 | -1.23% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | Reduced | 47,762 | 3,299 | 0.01% | 0.02% | 43 | -8,060 | -14.44% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,846 | 2,890 | 0.0% | 0.0% | 44 | +5,534 | 15.24% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 41,731 | 2,882 | 0.0% | 0.0% | 45 | +2,036 | 5.13% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,026 | 2,834 | 0.0% | 0.0% | 46 | -10,373 | -20.18% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 34,975 | 2,399 | 0.0% | 0.0% | 47 | -384 | -1.09% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 34,127 | 2,357 | 0.0% | 0.0% | 48 | +1,454 | 4.45% | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | History | Added to | 33,126 | 2,288 | 0.87% | 0.92% | 49 | +397 | 1.21% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 31,985 | 2,161 | 0.04% | 0.05% | 50 | +4 | 0.01% | Q2 2026 | Jul 29, 2026 |
| Rockingstone Advisors LLC | History | Added to | 31,209 | 2,155 | 0.87% | 0.95% | 51 | +125 | 0.4% | Q2 2026 | Jul 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 29,875 | 2,063 | 0.23% | 0.12% | 52 | +13,375 | 81.06% | Q2 2026 | Jul 09, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 29,574 | 2,043 | 0.71% | 0.78% | 53 | -87 | -0.29% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,261 | 1,952 | 0.01% | 0.01% | 54 | +14,723 | 108.75% | Q2 2026 | Sep 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 28,117 | 1,942 | 0.09% | 0.08% | 55 | +858 | 3.15% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,108 | 1,872 | 0.0% | 0.0% | 56 | -13,338 | -32.98% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 26,991 | 1,864 | 0.0% | 0.0% | 57 | -2,658 | -8.96% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 26,150 | 1,806 | 0.31% | 0.34% | 59 | -550 | -2.06% | Q2 2026 | Jul 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 26,150 | 1,806 | 0.14% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 26,018 | 1,797 | 1.07% | 1.1% | 60 | +776 | 3.07% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,617 | 1,769 | 0.0% | 0.0% | 61 | +1,931 | 8.15% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 25,075 | 1,732 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,558 | 1,696 | 0.0% | 0.0% | 63 | +5,957 | 32.03% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 23,900 | 1,651 | 0.04% | 0.04% | 64 | +600 | 2.58% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,896 | 1,581 | 0.03% | 0.01% | 65 | +14,173 | 162.48% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 22,829 | 1,577 | 0.02% | 0.02% | 66 | +4,295 | 23.17% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 22,823 | 1,576 | 0.3% | 0.36% | 67 | -2,639 | -10.36% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,033 | 1,522 | 0.03% | 0.06% | 68 | -3,863 | -14.92% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,904 | 1,513 | 0.0% | — | 69 | +21,904 | New | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,751 | 1,502 | 0.01% | 0.01% | 70 | -2,112 | -8.85% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,491 | 1,416 | 0.0% | 0.0% | 71 | -4,260 | -17.21% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,407 | 1,409 | 0.01% | 0.01% | 72 | -7,866 | -27.82% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Reduced | 20,238 | 1,398 | 0.05% | 0.06% | 73 | -141 | -0.69% | Q2 2026 | Jul 23, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 20,232 | 1,397 | 0.34% | 0.38% | 74 | +24 | 0.12% | Q2 2026 | Jul 16, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 20,190 | 1,394 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Added to | 19,234 | 1,328 | 0.01% | 0.02% | 76 | +887 | 4.83% | Q2 2026 | Aug 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 18,972 | 1,310 | 0.09% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | Reduced | 18,635 | 1,287 | 0.0% | 0.0% | 78 | -611 | -3.17% | Q2 2026 | Aug 27, 2026 |
| BlackRock, Inc. | History | Reduced | 18,606 | 1,285 | 0.0% | 0.0% | 79 | -121 | -0.65% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 18,459 | 1,275 | 0.0% | 0.0% | 80 | +10 | 0.05% | Q2 2026 | Aug 13, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 18,583 | 1,272 | 0.83% | 0.84% | 81 | +1,163 | 6.68% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,276 | 1,262 | 0.0% | 0.0% | 82 | +1,243 | 7.3% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Added to | 18,148 | 1,253 | 0.01% | 0.02% | 83 | +144 | 0.8% | Q2 2026 | Jul 22, 2026 |
| Secure Asset Management, LLC | History | Reduced | 16,542 | 1,142 | 0.16% | 0.18% | 84 | -53 | -0.32% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 16,434 | 1,135 | 0.03% | 0.03% | 85 | -2,930 | -15.13% | Q2 2026 | Aug 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 16,330 | 1,128 | 0.65% | 0.71% | 86 | -110 | -0.67% | Q2 2026 | Jul 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,255 | 1,122 | 0.0% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 16,159 | 1,116 | 0.28% | 0.3% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fox Hill Wealth Management | History | Reduced | 16,105 | 1,112 | 0.45% | 0.52% | 89 | -125 | -0.77% | Q2 2026 | Aug 18, 2026 |
| Gouws Capital LLC | History | No change | 16,000 | 1,105 | 0.51% | 0.57% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 16,193 | 1,082 | 0.19% | 0.18% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,480 | 1,069 | 0.0% | 0.0% | 92 | -1,486 | -8.76% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | Reduced | 15,385 | 1,062 | 0.03% | 0.04% | 93 | -49 | -0.32% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,291 | 1,056 | 0.03% | 0.03% | 94 | -811 | -5.04% | Q2 2026 | Jul 07, 2026 |
| Mariner, LLC | History | Added to | 15,063 | 1,040 | 0.0% | 0.0% | 95 | +477 | 3.27% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 14,800 | 1,022 | 0.13% | 0.14% | 96 | -497 | -3.25% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 14,727 | 1,017 | 0.0% | 0.0% | 97 | +1,687 | 12.94% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 14,143 | 976 | 0.02% | 0.0% | 98 | +12,625 | 831.69% | Q2 2026 | Aug 06, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 14,007 | 967 | 0.1% | 0.12% | 99 | -27 | -0.19% | Q2 2026 | Jul 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 13,942 | 963 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,892 | 959 | 0.01% | 0.02% | 101 | -7 | -0.05% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,799 | 953 | 0.01% | 0.01% | 102 | +226 | 1.67% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 13,250 | 919 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 12,894 | 890 | 0.02% | 0.02% | 104 | -1,238 | -8.76% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,814 | 885 | 0.0% | 0.0% | 105 | -751 | -5.54% | Q2 2026 | Aug 14, 2026 |
| Elk River Wealth Management LLC | History | No change | 12,625 | 872 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,488 | 862 | 0.0% | 0.0% | 107 | -811 | -6.1% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Added to | 12,451 | 860 | 0.0% | 0.0% | 108 | +11,640 | 1435.27% | Q2 2026 | Aug 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,333 | 851 | 0.01% | 0.01% | 110 | +426 | 3.58% | Q2 2026 | Jul 22, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 12,333 | 851 | 0.1% | 0.11% | 109 | -63 | -0.51% | Q2 2026 | Jul 15, 2026 |
| ALTFEST L J & CO INC | History | No change | 11,981 | 827 | 0.08% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 11,785 | 814 | 0.0% | 0.0% | 112 | +44 | 0.37% | Q2 2026 | Aug 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 11,568 | 799 | 0.02% | 0.02% | 113 | -31 | -0.27% | Q2 2026 | Aug 11, 2026 |
| First City Capital Management, Inc. | History | No change | 11,335 | 783 | 0.38% | 0.4% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,281 | 779 | 0.01% | 0.01% | 115 | +134 | 1.2% | Q2 2026 | Aug 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 11,125 | 768 | 0.08% | 0.08% | 116 | -290 | -2.54% | Q2 2026 | Aug 05, 2026 |
| HM PAYSON & CO | History | No change | 10,905 | 753 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | Added to | 10,546 | 728 | 0.0% | 0.0% | 118 | +8,655 | 457.69% | Q2 2026 | Aug 10, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 10,485 | 724 | 0.11% | 0.1% | 119 | +631 | 6.4% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,394 | 717 | 0.0% | 0.0% | 120 | +4,494 | 76.17% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,352 | 715 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,878 | 682 | 0.0% | 0.0% | 122 | -560 | -5.37% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,403 | 649 | 0.0% | — | 123 | +9,403 | New | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 9,330 | 644 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 9,184 | 634 | 0.01% | 0.01% | 125 | -554 | -5.69% | Q2 2026 | Aug 03, 2026 |
| Lynx Investment Advisory | History | Added to | 9,093 | 628 | 0.21% | 0.29% | 126 | +1 | 0.01% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 9,042 | 624 | 0.0% | 0.0% | 127 | +4,534 | 100.58% | Q2 2026 | Aug 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 8,950 | 618 | 0.02% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,931 | 616 | 0.0% | 0.0% | 129 | -61 | -0.68% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,897 | 614 | 0.01% | 0.01% | 130 | +2,877 | 47.79% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,768 | 605 | 0.01% | 0.02% | 131 | -3,634 | -29.3% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,751 | 604 | 0.0% | 0.0% | 132 | +2,916 | 49.97% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,651 | 597 | 0.02% | 0.03% | 133 | +121 | 1.42% | Q2 2026 | Jul 22, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 8,419 | 581 | 0.21% | 0.26% | 134 | -991 | -10.53% | Q2 2026 | Jul 30, 2026 |
| WELCH & FORBES LLC | History | Reduced | 8,300 | 573 | 0.01% | 0.01% | 135 | -800 | -8.79% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,231 | 568 | 0.0% | 0.0% | 136 | -5,538 | -40.22% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,226 | 567 | 0.0% | 0.0% | 137 | +473 | 6.1% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 8,139 | 562 | 0.03% | 0.03% | 138 | -158 | -1.9% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 8,097 | 559 | 0.08% | — | 139 | +8,097 | New | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,980 | 551 | 0.23% | 0.26% | 140 | +7 | 0.09% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 7,971 | 551 | 0.35% | 0.38% | 141 | +7 | 0.09% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 7,947 | 548 | 0.01% | 0.02% | 142 | -7,137 | -47.32% | Q2 2026 | Jul 22, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 7,922 | 547 | 0.05% | 0.05% | 143 | +771 | 10.78% | Q2 2026 | Aug 11, 2026 |
| Burnham & Co LLC | History | New | 7,900 | 545 | 0.44% | — | 144 | +7,900 | New | Q2 2026 | Aug 11, 2026 |
| GERBER, LLC | History | No change | 7,835 | 541 | 0.25% | 0.29% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,826 | 540 | 0.02% | 0.03% | 146 | -3,022 | -27.86% | Q2 2026 | Aug 14, 2026 |
| Trask Adam Roland | History | No change | 8,000 | 534 | 0.51% | 0.51% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,691 | 529 | 0.03% | 0.04% | 148 | -1,257 | -14.05% | Q2 2026 | Jul 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,653 | 528 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,643 | 527 | 0.01% | 0.01% | 150 | -471 | -5.8% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 7,593 | 524 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stenham Asset Management Ltd | History | No change | 7,400 | 511 | 0.37% | 0.24% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPWM LLC | History | No change | 7,387 | 510 | 0.11% | 0.12% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 7,211 | 498 | 0.3% | 0.32% | 154 | -195 | -2.63% | Q2 2026 | Jul 28, 2026 |
| SS&H Financial Advisors, Inc. | History | New | 7,200 | 497 | 0.13% | — | 155 | +7,200 | New | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | New | 7,147 | 493 | 0.01% | — | 156 | +7,147 | New | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 7,122 | 491 | 0.03% | 0.03% | 157 | -78 | -1.08% | Q2 2026 | Jul 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 7,100 | 490 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 6,880 | 475 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | Added to | 6,745 | 465 | 0.03% | 0.03% | 160 | +148 | 2.24% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,719 | 464 | 0.0% | — | 162 | +6,719 | New | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | Added to | 6,719 | 464 | 0.05% | 0.05% | 161 | +12 | 0.18% | Q2 2026 | Jul 22, 2026 |
| Envision Financial Transparency, LLC | History | New | 6,794 | 461 | 0.39% | — | 163 | +6,794 | New | Q2 2026 | Aug 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 6,582 | 454 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,215 | 429 | 0.0% | 0.0% | 165 | +493 | 8.62% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,211 | 429 | 0.01% | 0.01% | 166 | +136 | 2.24% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 6,173 | 426 | 0.01% | 0.01% | 167 | +150 | 2.49% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,145 | 424 | 0.0% | 0.0% | 168 | +4 | 0.07% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,128 | 423 | 0.0% | 0.0% | 169 | -543 | -8.14% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,986 | 413 | 0.0% | 0.0% | 170 | +4 | 0.07% | Q2 2026 | Jul 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,921 | 409 | 0.02% | 0.02% | 171 | +201 | 3.51% | Q2 2026 | Jul 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 5,912 | 408 | 0.13% | 0.18% | 172 | -1,762 | -22.96% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | New | 5,885 | 402 | 0.02% | — | 173 | +5,885 | New | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,808 | 401 | 0.0% | 0.01% | 174 | -7,736 | -57.12% | Q2 2026 | Aug 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,747 | 397 | 0.01% | 0.01% | 175 | -100 | -1.71% | Q2 2026 | Aug 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 5,700 | 393 | 0.04% | 0.04% | 176 | +2 | 0.04% | Q2 2026 | Jul 07, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 5,525 | 381 | 0.05% | 0.06% | 177 | -550 | -9.05% | Q2 2026 | Jul 07, 2026 |
| Venture Visionary Partners LLC | History | No change | 5,528 | 381 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,505 | 380 | 0.0% | 0.01% | 179 | -70 | -1.26% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 5,509 | 380 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EJMK Ventures LLC | History | Reduced | 5,386 | 372 | 0.17% | 0.23% | 181 | -883 | -14.09% | Q2 2026 | Aug 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 5,351 | 369 | 0.03% | 0.03% | 182 | +160 | 3.08% | Q2 2026 | Aug 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,341 | 368 | 0.04% | 0.04% | 183 | +696 | 14.98% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,257 | 363 | 0.0% | 0.0% | 184 | +5,000 | 1945.53% | Q2 2026 | Aug 06, 2026 |
| LJI Wealth Management, LLC | History | Added to | 5,190 | 358 | 0.05% | 0.05% | 185 | +540 | 11.61% | Q2 2026 | Jul 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,169 | 357 | 0.0% | 0.0% | 186 | -227 | -4.21% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,146 | 355 | 0.01% | — | 189 | +5,146 | New | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,153 | 355 | 0.01% | 0.01% | 188 | +2,178 | 73.21% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,149 | 355 | 0.01% | 0.01% | 187 | +8 | 0.16% | Q2 2026 | Jul 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,982 | 344 | 0.07% | 0.07% | 190 | +9 | 0.18% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,978 | 342 | 0.0% | 0.0% | 191 | +550 | 12.42% | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,870 | 336 | 0.0% | 0.0% | 192 | +1,870 | 62.33% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,835 | 334 | 0.01% | 0.02% | 193 | -1,150 | -19.21% | Q2 2026 | Aug 10, 2026 |
| Virtue Capital Management, LLC | History | New | 4,809 | 332 | 0.04% | — | 194 | +4,809 | New | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,750 | 328 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| TritonPoint Partners, LLC | History | New | 4,708 | 325 | 0.03% | — | 197 | +4,708 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,708 | 325 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 4,700 | 324 | 0.18% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Napier Financial, LLC | History | Added to | 4,639 | 320 | 0.07% | 0.07% | 199 | +215 | 4.86% | Q2 2026 | Jul 31, 2026 |
| Ledyard National Bank | History | Reduced | 4,532 | 313 | 0.03% | 0.03% | 200 | -10 | -0.22% | Q2 2026 | Jul 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,506 | 311 | 0.01% | 0.01% | 201 | +3 | 0.07% | Q2 2026 | Jul 28, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 4,468 | 308 | 0.02% | 0.02% | 202 | +150 | 3.47% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,411 | 304 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,342 | 299 | 0.0% | 0.0% | 204 | -1,450 | -25.03% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 4,314 | 298 | 0.06% | 0.07% | 205 | -75 | -1.71% | Q2 2026 | Jul 24, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 4,189 | 289 | 0.06% | 0.06% | 206 | +7 | 0.17% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,177 | 288 | 0.0% | 0.0% | 207 | +300 | 7.74% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 4,170 | 288 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 4,070 | 281 | 0.06% | 0.07% | 210 | -1 | -0.02% | Q2 2026 | Aug 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 4,077 | 281 | 0.02% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 4,033 | 278 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,004 | 276 | 0.0% | 0.01% | 214 | -15,343 | -79.3% | Q2 2026 | Aug 05, 2026 |
| First Western Trust Bank | History | Reduced | 4,000 | 276 | 0.01% | 0.02% | 213 | -1,044 | -20.7% | Q2 2026 | Jul 29, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 276 | 0.09% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,990 | 275 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 3,955 | 273 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,942 | 272 | 0.0% | 0.0% | 217 | +54 | 1.39% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | Added to | 3,929 | 271 | 0.01% | 0.02% | 218 | +3 | 0.08% | Q2 2026 | Jul 23, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 3,920 | 270 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TruWealth Advisors, LLC | History | No change | 4,013 | 268 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,850 | 265 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banco Santander, S.A. | History | Added to | 3,750 | 259 | 0.0% | 0.0% | 222 | +360 | 10.62% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,716 | 256 | 0.0% | 0.01% | 223 | -261 | -6.56% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,697 | 255 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,687 | 254 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,600 | 248 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beaton Management Co. Inc. | History | No change | 3,530 | 244 | 0.1% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 3,500 | 241 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,500 | 241 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,476 | 240 | 0.07% | 0.08% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 3,463 | 239 | 0.0% | 0.0% | 231 | -1,460 | -29.66% | Q2 2026 | Aug 14, 2026 |
| Advisory Advocates, LLC | History | New | 3,385 | 233 | 0.2% | — | 232 | +3,385 | New | Q2 2026 | Aug 10, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 3,372 | 232 | 0.02% | 0.02% | 233 | +2 | 0.06% | Q2 2026 | Jul 16, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,329 | 229 | 0.04% | 0.05% | 234 | +2 | 0.06% | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,302 | 228 | 0.12% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,275 | 226 | 0.01% | 0.01% | 236 | -246 | -6.99% | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,276 | 225 | 0.01% | 0.01% | 237 | +112 | 3.54% | Q2 2026 | Jul 28, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 3,261 | 225 | 0.04% | 0.04% | 238 | +1 | 0.03% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,250 | 224 | 0.0% | 0.0% | 239 | -307 | -8.63% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,222 | 222 | 0.0% | — | 241 | +3,222 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,216 | 222 | 0.02% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,200 | 221 | 0.0% | 0.0% | 242 | -252 | -7.3% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,154 | 218 | 0.0% | — | 243 | +3,154 | New | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,100 | 214 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,094 | 213 | 0.01% | 0.01% | 246 | -335 | -9.77% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,090 | 213 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,059 | 211 | 0.02% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sierra Capital LLC | History | New | 3,050 | 210 | 0.02% | — | 249 | +3,050 | New | Q2 2026 | Aug 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,047 | 210 | 0.06% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,035 | 209 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 3,008 | 207 | 0.02% | 0.02% | 252 | +5 | 0.17% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,004 | 207 | 0.01% | 0.01% | 251 | +1 | 0.03% | Q2 2026 | Aug 10, 2026 |
| Winthrop Advisory Group LLC | History | New | 2,969 | 205 | 0.01% | — | 254 | +2,969 | New | Q2 2026 | Jul 17, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 2,969 | 205 | 0.09% | — | 255 | +2,969 | New | Q2 2026 | Jul 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 2,981 | 205 | 0.02% | 0.03% | 253 | -1,000 | -25.12% | Q2 2026 | Jul 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 2,930 | 202 | 0.01% | — | 256 | +2,930 | New | Q2 2026 | Jul 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,904 | 200 | 0.0% | — | 258 | +2,904 | New | Q2 2026 | Aug 07, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 2,900 | 200 | 0.05% | 0.09% | 257 | -2,125 | -42.29% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,850 | 196 | 0.0% | 0.0% | 259 | -165 | -5.47% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,663 | 183 | 0.0% | 0.0% | 260 | -61 | -2.24% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,477 | 171 | 0.0% | 0.0% | 261 | +12 | 0.49% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,395 | 165 | 0.0% | 0.0% | 262 | +150 | 6.68% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,377 | 164 | 0.01% | 0.01% | 263 | +55 | 2.37% | Q2 2026 | Jul 21, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,260 | 156 | 0.04% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westside Investment Management, Inc. | History | Added to | 2,218 | 153 | 0.02% | 0.02% | 265 | +1 | 0.05% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,185 | 150 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bangor Savings Bank | History | No change | 2,128 | 147 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,992 | 137 | 0.0% | 0.0% | 269 | -1,031 | -34.11% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,989 | 137 | 0.0% | 0.0% | 268 | +32 | 1.64% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,957 | 135 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,783 | 123 | 0.01% | 0.01% | 271 | +35 | 2.0% | Q2 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,776 | 122 | 0.01% | 0.01% | 272 | +3 | 0.17% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 1,736 | 121 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 1,751 | 121 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,700 | 117 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,550 | 107 | 0.0% | 0.0% | 276 | -670 | -30.18% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,533 | 106 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,497 | 103 | 0.0% | — | 278 | +1,497 | New | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 1,410 | 97 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,350 | 93 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,338 | 92 | 0.0% | 0.0% | 282 | -1,362 | -50.44% | Q2 2026 | Jul 24, 2026 |
| Pacific Center for Financial Services | History | No change | 1,345 | 92 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | New | 1,200 | 82 | 0.0% | — | 283 | +1,200 | New | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,165 | 80 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | Added to | 1,118 | 77 | 0.01% | 0.01% | 285 | +67 | 6.37% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,057 | 73 | 0.01% | 0.02% | 286 | -1,899 | -64.24% | Q2 2026 | Aug 12, 2026 |
| United Financial Planning Group LLC | History | New | 1,060 | 69 | 0.04% | — | 289 | +1,060 | New | Q2 2026 | Aug 06, 2026 |
| Axiom Investment Management LLC | History | No change | 1,000 | 69 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,002 | 69 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 980 | 67 | 0.0% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 950 | 65 | 0.02% | 0.02% | 291 | +1 | 0.11% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 946 | 65 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 890 | 61 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 850 | 58 | 0.13% | 0.16% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 833 | 57 | 0.0% | — | 295 | +833 | New | Q2 2026 | Aug 06, 2026 |
| MOTCO | History | No change | 800 | 55 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 800 | 55 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sankala Group LLC | History | No change | 781 | 55 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 779 | 54 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 785 | 54 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |