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 | No change | 1,600,010 | 110,528 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,304,435 | 90,110 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 804,161 | 55,551 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1832 Asset Management L.P. | History | No change | 606,065 | 41,866 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 481,251 | 32,643 | 0.5% | 0.52% | 5 | +3,789 | 0.79% | Q3 2026 | Oct 22, 2026 |
| Atria Investments, Inc | History | Added to | 464,792 | 31,526 | 0.31% | 0.32% | 6 | +6,025 | 1.31% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 346,907 | 23,964 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 323,310 | 22,334 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 302,906 | 20,924 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 287,435 | 19,856 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 199,876 | 13,807 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 192,918 | 13,326 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 185,547 | 12,817 | 0.25% | 0.25% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prism Advisors, Inc. | History | Reduced | 176,546 | 12,031 | 3.02% | 3.01% | 14 | -2,576 | -1.44% | Q3 2026 | Oct 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 166,194 | 11,482 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 144,533 | 9,984 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 138,654 | 9,404 | 0.01% | 0.01% | 17 | -17,449 | -11.18% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 123,674 | 8,543 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Wealth, LLC | History | No change | 119,988 | 8,288 | 1.52% | 1.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 104,704 | 7,102 | 0.04% | 0.04% | 20 | +4,816 | 4.82% | Q3 2026 | Oct 27, 2026 |
| Sage Capital Management, LLC | History | Reduced | 96,522 | 6,548 | 2.49% | 2.61% | 21 | -331 | -0.34% | Q3 2026 | Oct 20, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 84,073 | 5,899 | 1.2% | 1.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 77,121 | 5,327 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | Added to | 77,669 | 5,268 | 3.46% | 3.48% | 24 | +278 | 0.36% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 73,608 | 4,992 | 0.01% | 0.02% | 25 | -2,461 | -3.24% | Q3 2026 | Nov 02, 2026 |
| WealthSpring Partners, LLC | History | Reduced | 73,077 | 4,956 | 5.25% | 5.9% | 26 | -26,266 | -26.44% | Q3 2026 | Oct 14, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 70,056 | 4,839 | 0.38% | 0.38% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 65,485 | 4,441 | 0.0% | 0.0% | 28 | +595 | 0.92% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 64,178 | 4,433 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 104 | 4,351 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 60,160 | 4,169 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | New | 56,814 | 3,853 | 0.1% | — | 32 | +56,814 | New | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 55,621 | 3,842 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 56,614 | 3,840 | 0.07% | 0.07% | 34 | -126 | -0.22% | Q3 2026 | Oct 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 56,433 | 3,827 | 0.76% | 0.8% | 35 | -955 | -1.66% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 53,879 | 3,721 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 52,081 | 3,597 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 51,008 | 3,523 | 0.15% | 0.15% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 50,505 | 3,488 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 50,405 | 3,481 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 48,790 | 3,370 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 47,762 | 3,299 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 41,846 | 2,890 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 41,731 | 2,882 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 41,026 | 2,834 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,975 | 2,399 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 34,127 | 2,357 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 32,019 | 2,305 | 0.04% | 0.04% | 48 | +34 | 0.11% | Q3 2026 | Oct 26, 2026 |
| Verity Asset Management, Inc. | History | Added to | 33,390 | 2,264 | 0.87% | 0.87% | 49 | +264 | 0.8% | Q3 2026 | Oct 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 31,466 | 2,134 | 0.24% | 0.23% | 50 | +1,591 | 5.33% | Q3 2026 | Oct 21, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 30,899 | 2,095 | 0.84% | 0.87% | 51 | -310 | -0.99% | Q3 2026 | Oct 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 29,574 | 2,043 | 0.71% | 0.71% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,261 | 1,952 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 28,117 | 1,907 | 0.08% | 0.09% | 54 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,108 | 1,872 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 26,991 | 1,864 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 26,150 | 1,806 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravias Capital Group, LLC | History | No change | 26,018 | 1,797 | 1.07% | 1.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,617 | 1,769 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 25,450 | 1,726 | 0.3% | 0.31% | 60 | -700 | -2.68% | Q3 2026 | Oct 21, 2026 |
| Trust Co | History | No change | 25,075 | 1,700 | 0.15% | 0.16% | 61 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 24,558 | 1,696 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 23,900 | 1,651 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 22,896 | 1,581 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 22,033 | 1,522 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,904 | 1,513 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,751 | 1,502 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,491 | 1,416 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 20,407 | 1,409 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 20,238 | 1,398 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 20,584 | 1,396 | 0.26% | 0.3% | 71 | -2,239 | -9.81% | Q3 2026 | Oct 21, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 20,190 | 1,394 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 19,646 | 1,332 | 0.32% | 0.34% | 73 | -586 | -2.9% | Q3 2026 | Oct 23, 2026 |
| Summit Financial, LLC | History | No change | 19,234 | 1,328 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 18,635 | 1,287 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BlackRock, Inc. | History | No change | 18,606 | 1,285 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 18,897 | 1,281 | 0.09% | 0.09% | 77 | -75 | -0.4% | Q3 2026 | Oct 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 18,459 | 1,275 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 18,583 | 1,272 | 0.83% | 0.83% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,276 | 1,262 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 18,148 | 1,253 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Secure Asset Management, LLC | History | Added to | 16,828 | 1,141 | 0.15% | 0.16% | 82 | +286 | 1.73% | Q3 2026 | Oct 19, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 16,805 | 1,139 | 0.66% | 0.65% | 83 | +475 | 2.91% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 16,734 | 1,135 | 0.01% | 0.02% | 84 | -6,095 | -26.7% | Q3 2026 | Oct 26, 2026 |
| Capital Analysts, LLC | History | No change | 16,434 | 1,135 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 16,585 | 1,124 | 0.01% | — | 86 | +16,585 | New | Q3 2026 | Oct 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,255 | 1,122 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 16,159 | 1,116 | 0.28% | 0.28% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fox Hill Wealth Management | History | No change | 16,105 | 1,112 | 0.45% | 0.45% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 16,343 | 1,108 | 0.02% | 0.02% | 90 | +2,200 | 15.56% | Q3 2026 | Nov 04, 2026 |
| Gouws Capital LLC | History | No change | 16,000 | 1,085 | 0.51% | 0.51% | 91 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 16,193 | 1,082 | 0.19% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,396 | 1,044 | 0.03% | 0.03% | 93 | +105 | 0.69% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 15,063 | 1,040 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,252 | 1,035 | 0.0% | 0.0% | 95 | -228 | -1.47% | Q3 2026 | Nov 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 14,800 | 1,022 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 14,727 | 1,017 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 14,754 | 1,000 | 0.03% | 0.03% | 98 | -631 | -4.1% | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,626 | 992 | 0.01% | 0.01% | 99 | +2,293 | 18.59% | Q3 2026 | Oct 23, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 14,199 | 973 | 0.1% | 0.1% | 100 | +192 | 1.37% | Q3 2026 | Oct 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,892 | 959 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,799 | 953 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 13,871 | 940 | 0.02% | 0.02% | 103 | +977 | 7.58% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 13,250 | 919 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,814 | 885 | 0.0% | 0.0% | 105 | 0 | 0.0% | 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 |
| AE Wealth Management LLC | History | No change | 12,451 | 860 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,676 | 859 | 0.0% | 0.0% | 108 | +188 | 1.51% | Q3 2026 | Oct 30, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 12,325 | 836 | 0.09% | 0.1% | 109 | -8 | -0.06% | Q3 2026 | Oct 19, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,785 | 814 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALTFEST L J & CO INC | History | No change | 11,981 | 812 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 11,568 | 799 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,281 | 779 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First City Capital Management, Inc. | History | No change | 11,335 | 768 | 0.38% | 0.38% | 114 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HM PAYSON & CO | History | No change | 10,905 | 753 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | New | 11,006 | 746 | 0.16% | — | 118 | +11,006 | New | Q3 2026 | Nov 03, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 11,010 | 746 | 0.03% | 0.04% | 116 | -2,932 | -21.03% | Q3 2026 | Oct 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 11,000 | 746 | 0.07% | 0.08% | 117 | -125 | -1.12% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 10,546 | 728 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 10,485 | 724 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 10,394 | 717 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,352 | 715 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 10,168 | 689 | 0.04% | — | 123 | +10,168 | New | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 9,878 | 682 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 9,403 | 649 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,462 | 644 | 0.0% | 0.0% | 126 | +1,236 | 15.03% | Q3 2026 | Oct 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,407 | 638 | 0.01% | 0.01% | 127 | +510 | 5.73% | Q3 2026 | Oct 13, 2026 |
| CHOREO, LLC | History | No change | 9,330 | 632 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 9,042 | 624 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 8,950 | 618 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lynx Investment Advisory | History | Added to | 9,094 | 616 | 0.2% | 0.21% | 132 | +1 | 0.01% | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,931 | 616 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 8,985 | 609 | 0.01% | 0.01% | 133 | -199 | -2.17% | Q3 2026 | Oct 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,768 | 605 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 8,751 | 604 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 8,652 | 586 | 0.02% | 0.02% | 136 | +1 | 0.01% | Q3 2026 | Oct 26, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 8,425 | 571 | 0.22% | 0.21% | 137 | +6 | 0.07% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,231 | 568 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,139 | 562 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 8,097 | 559 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 7,980 | 551 | 0.23% | 0.23% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 7,971 | 551 | 0.35% | 0.35% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 8,100 | 549 | 0.01% | 0.01% | 143 | -200 | -2.41% | Q3 2026 | Nov 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 7,947 | 548 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 7,922 | 547 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burnham & Co LLC | History | No change | 7,900 | 545 | 0.44% | 0.44% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,025 | 544 | 0.0% | 0.0% | 147 | +5,175 | 181.58% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,826 | 540 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GERBER, LLC | History | No change | 7,835 | 531 | 0.24% | 0.25% | 149 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,653 | 528 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,784 | 527 | 0.03% | 0.03% | 152 | +93 | 1.21% | Q3 2026 | Nov 02, 2026 |
| Advisory Services Network, LLC | History | No change | 7,643 | 527 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 7,593 | 524 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stenham Asset Management Ltd | History | No change | 7,400 | 511 | 0.37% | 0.37% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPWM LLC | History | Added to | 7,408 | 502 | 0.11% | 0.11% | 155 | +21 | 0.28% | Q3 2026 | Oct 20, 2026 |
| McGinn Penninger Investment Management, Inc. | History | No change | 7,211 | 498 | 0.3% | 0.3% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 7,147 | 493 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 7,200 | 488 | 0.12% | 0.13% | 158 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 7,121 | 483 | 0.03% | 0.03% | 159 | -1 | -0.01% | Q3 2026 | Oct 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 7,100 | 481 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 6,880 | 475 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 6,745 | 465 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,719 | 464 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial Transparency, LLC | History | No change | 6,794 | 461 | 0.39% | 0.39% | 164 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,363 | 431 | 0.02% | — | 165 | +6,363 | New | Q3 2026 | Oct 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,215 | 429 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 6,211 | 429 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,173 | 426 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,145 | 424 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,128 | 423 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 6,132 | 415 | 0.0% | 0.01% | 171 | -450 | -6.84% | Q3 2026 | Oct 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,986 | 413 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 6,062 | 411 | 0.05% | 0.04% | 173 | +721 | 13.5% | Q3 2026 | Oct 30, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 5,912 | 408 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Reduced | 5,860 | 403 | 0.01% | 0.02% | 175 | -25 | -0.42% | Q3 2026 | Nov 03, 2026 |
| North Star Investment Management Corp. | History | Added to | 5,922 | 401 | 0.02% | 0.02% | 177 | +1 | 0.02% | Q3 2026 | Oct 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,808 | 401 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NorthRock Partners, LLC | History | No change | 5,747 | 397 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sugar Maple Asset Management, LLC | History | New | 5,750 | 390 | 0.22% | — | 179 | +5,750 | New | Q3 2026 | Oct 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 5,701 | 386 | 0.04% | 0.04% | 180 | +1 | 0.02% | Q3 2026 | Oct 08, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,505 | 380 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 5,509 | 380 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,351 | 369 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 5,428 | 368 | 0.01% | 0.01% | 184 | -100 | -1.81% | Q3 2026 | Oct 07, 2026 |
| EJMK Ventures LLC | History | Added to | 5,418 | 367 | 0.15% | 0.17% | 185 | +32 | 0.59% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,257 | 363 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,169 | 357 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | Added to | 5,240 | 355 | 0.05% | 0.05% | 190 | +50 | 0.96% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,153 | 355 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,146 | 355 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,153 | 349 | 0.01% | 0.01% | 191 | +4 | 0.08% | Q3 2026 | Oct 13, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,987 | 338 | 0.06% | 0.07% | 192 | +5 | 0.1% | Q3 2026 | Oct 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,870 | 336 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,835 | 334 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 4,878 | 331 | 0.0% | 0.0% | 195 | -100 | -2.01% | Q3 2026 | Oct 16, 2026 |
| TritonPoint Partners, LLC | History | No change | 4,708 | 325 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,750 | 322 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Napier Financial, LLC | History | No change | 4,639 | 320 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,708 | 319 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,411 | 304 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,468 | 303 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,444 | 301 | 0.01% | 0.01% | 202 | -62 | -1.38% | Q3 2026 | Oct 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,342 | 299 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 4,400 | 298 | 0.04% | 0.05% | 204 | -1,125 | -20.36% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,323 | 293 | 0.0% | 0.0% | 205 | +2,572 | 146.89% | Q3 2026 | Nov 03, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,314 | 292 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Aspire Capital Advisors LLC | History | No change | 4,189 | 289 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,177 | 288 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 4,170 | 288 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | New | 4,161 | 282 | 0.0% | — | 210 | +4,161 | New | Q3 2026 | Oct 23, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 4,077 | 281 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 4,033 | 278 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Western Trust Bank | History | No change | 4,000 | 276 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,990 | 275 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 3,955 | 273 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,942 | 272 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 4,000 | 271 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NWAM LLC | History | No change | 3,929 | 271 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 3,920 | 265 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,850 | 265 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banco Santander, S.A. | History | No change | 3,750 | 259 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,687 | 254 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 3,716 | 252 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 3,697 | 250 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Florida Trust Wealth Management Co | History | No change | 3,600 | 248 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ledyard National Bank | History | Reduced | 3,632 | 246 | 0.02% | 0.03% | 226 | -900 | -19.86% | Q3 2026 | Oct 21, 2026 |
| Beaton Management Co. Inc. | History | No change | 3,530 | 244 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 3,476 | 240 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,463 | 239 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 3,500 | 237 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,500 | 237 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Advisory Advocates, LLC | History | No change | 3,385 | 233 | 0.2% | 0.2% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 3,419 | 231 | 0.02% | 0.02% | 233 | +47 | 1.39% | Q3 2026 | Oct 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,329 | 229 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 3,302 | 228 | 0.12% | 0.12% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,275 | 226 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,276 | 225 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 3,250 | 224 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,222 | 222 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,200 | 221 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 3,261 | 221 | 0.03% | 0.04% | 241 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Indivisible Partners | History | New | 3,224 | 218 | 0.01% | — | 244 | +3,224 | New | Q3 2026 | Oct 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,154 | 218 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,216 | 218 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 3,200 | 217 | 0.13% | 0.18% | 245 | -1,500 | -31.91% | Q3 2026 | Oct 14, 2026 |
| Winter & Associates, Inc. | History | New | 3,065 | 215 | 0.16% | — | 246 | +3,065 | New | Q3 2026 | Oct 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,090 | 213 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,059 | 211 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,100 | 210 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sierra Capital LLC | History | No change | 3,050 | 210 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 3,004 | 207 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 3,008 | 207 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Autumn Glory Partners, LLC | History | No change | 3,047 | 206 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,035 | 205 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 2,969 | 205 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,930 | 202 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 2,981 | 202 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,877 | 201 | 0.0% | — | 259 | +2,877 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,877 | 201 | 0.0% | — | 260 | +2,877 | New | Q3 2026 | Oct 20, 2026 |
| Winthrop Advisory Group LLC | History | No change | 2,969 | 201 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Transce3nd, LLC | History | New | 2,632 | 186 | 0.19% | — | 261 | +2,632 | New | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,663 | 183 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,477 | 171 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,395 | 165 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,377 | 161 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,260 | 153 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,185 | 150 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,218 | 150 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bangor Savings Bank | History | No change | 2,128 | 144 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,989 | 137 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 1,992 | 137 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,957 | 135 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,987 | 134 | 0.01% | 0.0% | 273 | +1,041 | 110.04% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 1,736 | 121 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,778 | 120 | 0.01% | 0.01% | 276 | +2 | 0.11% | Q3 2026 | Oct 26, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,783 | 120 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 1,550 | 107 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,574 | 106 | 0.0% | 0.0% | 279 | +966 | 158.88% | Q3 2026 | Oct 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,533 | 106 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,497 | 103 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 1,410 | 95 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,350 | 93 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,338 | 92 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Center for Financial Services | History | No change | 1,345 | 91 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,200 | 81 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,165 | 79 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rossby Financial, LCC | History | No change | 1,118 | 77 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | No change | 1,057 | 73 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axiom Investment Management LLC | History | No change | 1,000 | 67 | 0.06% | 0.05% | 289 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,002 | 67 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 980 | 66 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 951 | 64 | 0.02% | 0.02% | 292 | +1 | 0.11% | Q3 2026 | Oct 29, 2026 |
| John Boyer, Inc. | History | New | 922 | 62 | 0.05% | — | 293 | +922 | New | Q3 2026 | Oct 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 890 | 60 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 850 | 58 | 0.13% | 0.13% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 833 | 57 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 819 | 55 | 0.0% | — | 299 | +819 | New | Q3 2026 | Nov 03, 2026 |
| MOTCO | History | No change | 800 | 55 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 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% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |