INVESCO EXCHANGE-TRADED FUND TRUST - PPA
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 | 7,767,639 | 1,372,153 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,235,301 | 394,866 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,960,617 | 346,343 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 798,868 | 141,120 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 749,896 | 132,469 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 657,165 | 115,800 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 594,361 | 104,993 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 480,274 | 84,840 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 368,675 | 65,126 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 340,582 | 60,163 | 2.18% | 2.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 336,790 | 59,493 | 0.95% | 0.95% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 329,916 | 58,279 | 0.73% | 0.73% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 284,558 | 50,282 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 265,171 | 45,487 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 256,977 | 45,394 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 241,110 | 42,592 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MAI Capital Management | History | No change | 213,597 | 37,731 | 0.14% | 0.14% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 210,373 | 37,162 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 205,124 | 36,236 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 196,588 | 34,727 | 0.41% | 0.41% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 193,028 | 34,098 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 167,452 | 29,580 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 166,184 | 29,356 | 1.21% | 1.21% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 165,745 | 29,279 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 164,204 | 29,006 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 141,541 | 25,003 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 140,041 | 24,738 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 136,776 | 24,164 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 130,700 | 23,088 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Composition Wealth, LLC | History | No change | 129,192 | 22,821 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 122,237 | 21,593 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 117,811 | 20,811 | 0.44% | 0.44% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 117,602 | 20,774 | 5.19% | 5.19% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 107,233 | 18,942 | 5.9% | 5.9% | 34 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth LP | History | No change | 106,281 | 18,774 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 99,504 | 17,577 | 0.3% | 0.3% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 90,938 | 16,064 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 103,234 | 15,962 | 5.71% | 6.21% | 38 | -1,597 | -1.52% | Q3 2026 | Oct 06, 2026 |
| EFG International AG | History | No change | 85,918 | 15,177 | 0.28% | 0.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 83,264 | 14,708 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 80,005 | 14,132 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 75,106 | 13,267 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 75,032 | 13,254 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 74,041 | 13,079 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 70,753 | 12,498 | 4.09% | 4.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 63,635 | 11,241 | 2.23% | 2.23% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 70,802 | 10,947 | 0.62% | 0.75% | 47 | -2,820 | -3.83% | Q3 2026 | Oct 09, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 61,165 | 10,804 | 1.34% | 1.34% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 60,669 | 10,717 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 61,770 | 10,687 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pachira Investments Inc. | History | No change | 59,748 | 10,554 | 3.98% | 3.98% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 59,745 | 10,553 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 59,538 | 10,517 | 0.4% | 0.4% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madrid Financial Services | History | No change | 55,691 | 9,837 | 5.21% | 5.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Detalus Advisors, LLC | History | No change | 51,507 | 9,098 | 1.77% | 1.77% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KPP Advisory Services LLC | History | No change | 50,965 | 9,002 | 1.14% | 1.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | No change | 49,295 | 8,707 | 7.27% | 7.27% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44,221 | 7,811 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RM Financial Services, LLC | History | No change | 43,117 | 7,616 | 5.66% | 5.66% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CMH Wealth Management LLC | History | No change | 43,045 | 7,603 | 1.16% | 1.16% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 41,823 | 7,387 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artesa Financial Group, LLC | History | No change | 41,759 | 7,376 | 6.3% | 6.3% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 40,840 | 7,214 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 40,283 | 7,115 | 1.44% | 1.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 39,627 | 7,000 | 1.29% | 1.29% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 38,631 | 6,824 | 0.22% | 0.22% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 38,592 | 6,763 | 0.65% | 0.65% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 37,600 | 6,646 | 0.32% | 0.32% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SageGuard Financial Group, LLC | History | No change | 36,515 | 6,450 | 0.91% | 0.91% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 36,156 | 6,386 | 1.89% | 1.89% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 34,401 | 6,076 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 33,232 | 5,870 | 0.19% | 0.19% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Partners Group, Inc | History | No change | 33,091 | 5,845 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 32,690 | 5,774 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 32,372 | 5,718 | 0.27% | 0.27% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31,921 | 5,638 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 30,787 | 5,438 | 2.24% | 2.24% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henson-Edgewater Management, LLC | History | No change | 29,380 | 5,419 | 2.82% | 2.82% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waterloo Capital, L.P. | History | No change | 30,564 | 5,399 | 0.3% | 0.3% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 34,467 | 5,329 | 1.56% | 1.09% | 80 | +13,510 | 64.47% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 30,047 | 5,307 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 29,829 | 5,269 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WT Wealth Management | History | Reduced | 33,635 | 5,200 | 1.46% | 1.76% | 83 | -2,328 | -6.47% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | No change | 29,237 | 5,164 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 28,764 | 5,081 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 28,402 | 5,017 | 2.39% | 2.39% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,180 | 4,977 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 27,678 | 4,889 | 0.49% | 0.49% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LexAurum Advisors, LLC | History | No change | 26,636 | 4,705 | 0.54% | 0.54% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 25,836 | 4,563 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 25,270 | 4,463 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 24,979 | 4,412 | 2.98% | 2.98% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 27,908 | 4,315 | 1.51% | 1.81% | 93 | -1,030 | -3.56% | Q3 2026 | Oct 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,324 | 4,297 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 24,319 | 4,295 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 27,652 | 4,275 | 1.1% | 1.28% | 96 | -229 | -0.82% | Q3 2026 | Oct 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 24,125 | 4,261 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Enterprises, LLC | History | No change | 23,870 | 4,216 | 0.2% | 0.2% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 23,827 | 4,209 | 0.75% | 0.75% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23,723 | 4,190 | 0.38% | 0.38% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 23,646 | 4,173 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 23,367 | 4,132 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONECO ADVISORS, LLC | History | No change | 22,182 | 3,918 | 0.24% | 0.24% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,264 | 3,899 | 0.32% | 0.32% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 21,911 | 3,870 | 0.6% | 0.6% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Turn8 Private Wealth Inc. | History | No change | 21,194 | 3,718 | 2.48% | 2.48% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,019 | 3,713 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 20,934 | 3,698 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 20,642 | 3,646 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 20,490 | 3,619 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peck Wealth Management, LLC | History | No change | 20,353 | 3,595 | 3.03% | 3.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | No change | 20,035 | 3,539 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 19,890 | 3,513 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 19,199 | 3,398 | 0.9% | 0.9% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset One Wealth Management LLC | History | No change | 19,739 | 3,392 | 0.36% | 0.36% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 19,148 | 3,382 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,741 | 3,310 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ferguson Shapiro LLC | History | No change | 18,729 | 3,308 | 0.97% | 0.97% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | No change | 18,568 | 3,280 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 18,084 | 3,194 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 18,080 | 3,193 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,608 | 3,186 | 0.06% | 0.07% | 122 | +150 | 0.73% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 17,691 | 3,125 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 16,557 | 2,924 | 0.63% | 0.63% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 18,878 | 2,918 | 0.19% | 0.12% | 125 | +8,459 | 81.19% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 16,233 | 2,867 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,664 | 2,862 | 0.0% | 0.0% | 127 | +5,664 | 43.57% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | No change | 16,173 | 2,857 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 16,076 | 2,839 | 1.47% | 1.47% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellis Investment Partners, LLC | History | No change | 15,910 | 2,810 | 0.43% | 0.43% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,691 | 2,771 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,657 | 2,765 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 15,458 | 2,743 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Warner Group LLC | History | No change | 15,310 | 2,704 | 0.67% | 0.67% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 15,034 | 2,655 | 1.53% | 1.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lido Advisors, LLC | History | No change | 14,952 | 2,641 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 15,694 | 2,633 | 1.38% | 1.38% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,624 | 2,583 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 14,502 | 2,561 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,472 | 2,556 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 14,462 | 2,554 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 14,382 | 2,540 | 1.26% | 1.26% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 14,630 | 2,500 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,891 | 2,453 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 13,545 | 2,392 | 0.28% | 0.28% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 13,094 | 2,313 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,076 | 2,309 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 12,622 | 2,229 | 0.13% | 0.13% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,617 | 2,228 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,369 | 2,184 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 12,091 | 2,135 | 0.32% | 0.32% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,082 | 2,134 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 11,557 | 2,041 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,477 | 2,027 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,343 | 2,003 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlTi Global, Inc. | History | No change | 11,239 | 1,985 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 11,156 | 1,970 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 12,734 | 1,968 | 0.79% | 1.7% | 158 | -10,083 | -44.19% | Q3 2026 | Oct 08, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 11,038 | 1,949 | 0.43% | 0.43% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 10,733 | 1,895 | 1.28% | 1.28% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GFS Advisors, LLC | History | No change | 575 | 1,851 | 0.2% | 0.2% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 10,278 | 1,815 | 1.16% | 1.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,254 | 1,811 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 10,249 | 1,810 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,155 | 1,793 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,106 | 1,785 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nilsine Partners, LLC | History | No change | 10,042 | 1,773 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 10,027 | 1,770 | 0.82% | 0.82% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jacobi Capital Management LLC | History | No change | 9,967 | 1,760 | 0.09% | 0.09% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,342 | 1,753 | 0.05% | 0.05% | 170 | +1,415 | 14.25% | Q3 2026 | Oct 08, 2026 |
| Carter Financial Group, INC. | History | No change | 9,887 | 1,746 | 0.91% | 0.91% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 9,857 | 1,741 | 0.67% | 0.67% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,850 | 1,740 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 10,996 | 1,700 | 0.07% | 0.08% | 174 | +2,454 | 28.73% | Q3 2026 | Oct 13, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 9,494 | 1,679 | 0.86% | 0.86% | 175 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 9,500 | 1,678 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,466 | 1,672 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 9,358 | 1,653 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,502 | 1,623 | 0.05% | 0.05% | 179 | +303 | 2.97% | Q3 2026 | Oct 13, 2026 |
| Allied Private Wealth LLC | History | No change | 9,225 | 1,619 | 1.04% | 1.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nova Wealth Management, Inc. | History | No change | 8,890 | 1,570 | 0.87% | 0.87% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,105 | 1,562 | 0.04% | 0.05% | 182 | +7 | 0.07% | Q3 2026 | Oct 13, 2026 |
| Tidemark, LLC | History | No change | 8,840 | 1,561 | 0.35% | 0.35% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 8,614 | 1,521 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,608 | 1,520 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 8,604 | 1,519 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,582 | 1,516 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 8,581 | 1,515 | 0.1% | 0.1% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,525 | 1,505 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 8,472 | 1,496 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,427 | 1,495 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 8,359 | 1,476 | 0.35% | 0.35% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 9,535 | 1,474 | 1.17% | 1.66% | 193 | -3,579 | -27.29% | Q3 2026 | Oct 09, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 9,477 | 1,465 | 0.12% | 0.21% | 194 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,270 | 1,460 | 0.19% | 0.19% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,140 | 1,437 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | No change | 8,070 | 1,425 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carr Financial Group Corp | History | No change | 7,602 | 1,342 | 0.31% | 0.31% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 7,352 | 1,298 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,220 | 1,275 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 7,115 | 1,256 | 0.17% | 0.17% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 6,993 | 1,235 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 6,971 | 1,231 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Accurate Wealth Management, LLC | History | No change | 7,058 | 1,230 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,958 | 1,229 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Systelligence, LLC | History | No change | 6,845 | 1,209 | 0.2% | 0.2% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 6,818 | 1,204 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aprio Wealth Management, LLC | History | No change | 6,665 | 1,177 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,617 | 1,168 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 6,602 | 1,166 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Wealth Services, LLC | History | No change | 6,605 | 1,166 | 0.22% | 0.22% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,587 | 1,164 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 7,457 | 1,152 | 0.05% | 0.06% | 213 | -933 | -11.12% | Q3 2026 | Oct 08, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 6,730 | 1,145 | 0.14% | 0.14% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 6,396 | 1,129 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,344 | 1,120 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 6,322 | 1,116 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 6,316 | 1,115 | 0.47% | 0.47% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,226 | 1,100 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| City Center Advisors, LLC | History | Added to | 6,983 | 1,079 | 0.83% | 0.75% | 221 | +1,746 | 33.34% | Q3 2026 | Oct 07, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 6,981 | 1,079 | 0.72% | 0.84% | 220 | +38 | 0.55% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | No change | 6,097 | 1,077 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 6,087 | 1,075 | 0.21% | 0.21% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lynx Investment Advisory | History | No change | 6,052 | 1,069 | 0.35% | 0.35% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LM Advisors LLC | History | No change | 6,000 | 1,060 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 5,977 | 1,055 | 0.57% | 0.57% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 5,952 | 1,051 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 5,896 | 1,041 | 0.48% | 0.48% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | No change | 5,711 | 1,008 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortis Group Advisors, LLC | History | No change | 5,698 | 1,006 | 0.16% | 0.16% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cascade Financial Partners, LLC | History | No change | 5,698 | 1,006 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELCO Management Co., LLC | History | No change | 5,599 | 989 | 0.43% | 0.43% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,568 | 983 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 5,570 | 983 | 0.32% | 0.32% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Advisors, LLC | History | No change | 5,497 | 975 | 1.12% | 1.12% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | New | 6,075 | 939 | 0.16% | — | 236 | +6,075 | New | Q3 2026 | Oct 13, 2026 |
| Csenge Advisory Group | History | No change | 5,283 | 933 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,259 | 928 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 5,968 | 922 | 0.38% | 0.44% | 239 | -3 | -0.05% | Q3 2026 | Oct 13, 2026 |
| BlackRock, Inc. | History | No change | 5,137 | 907 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,048 | 891 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tidal Investments LLC | History | No change | 4,972 | 878 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 4,975 | 878 | 0.23% | 0.23% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 4,966 | 877 | 0.23% | 0.23% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,932 | 871 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,896 | 864 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concentrum Wealth Management | History | No change | 4,889 | 863 | 0.21% | 0.21% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 4,888 | 863 | 0.23% | 0.23% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 4,884 | 862 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,871 | 860 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 4,854 | 857 | 0.39% | 0.39% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Convergence Financial, LLC | History | No change | 4,838 | 854 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Community Bank, N.A. | History | No change | 4,800 | 847 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 4,713 | 832 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Watch Advisors, INC | History | No change | 4,667 | 824 | 0.27% | 0.27% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 4,621 | 816 | 0.14% | 0.14% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 4,615 | 815 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 4,530 | 800 | 0.25% | 0.25% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 4,519 | 798 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,497 | 794 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,491 | 793 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 4,444 | 788 | 0.3% | 0.31% | 262 | -309 | -6.5% | Q3 2026 | Oct 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 4,454 | 786 | 0.12% | 0.12% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | No change | 4,415 | 779 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | No change | 4,357 | 769 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 4,334 | 765 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,320 | 763 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | No change | 4,270 | 754 | 0.12% | 0.12% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 4,271 | 754 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 4,229 | 747 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 4,159 | 734 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,063 | 717 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 4,000 | 706 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 3,996 | 705 | 0.4% | 0.4% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,967 | 702 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,967 | 702 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortune Financial Group, Inc. | History | No change | 3,972 | 701 | 0.55% | 0.55% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4,562 | 699 | 0.03% | 0.03% | 278 | +1,183 | 35.01% | Q3 2026 | Oct 09, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,500 | 695 | 0.16% | 0.19% | 279 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Belvedere Trading LLC | History | No change | 3,906 | 689 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Guardian Capital, LLC | History | No change | 3,895 | 688 | 0.56% | 0.56% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,845 | 679 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 3,766 | 665 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KKM Financial LLC | History | No change | 3,727 | 658 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 3,730 | 658 | 0.28% | 0.28% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 4,241 | 655 | 0.04% | 0.05% | 286 | +18 | 0.43% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,696 | 652 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,575 | 631 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 4,000 | 618 | 0.1% | 0.11% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Visionary Wealth Advisors | History | No change | 3,491 | 616 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,436 | 606 | 0.12% | 0.12% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,364 | 594 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,285 | 580 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,252 | 574 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ignite Planners, LLC | History | No change | 3,218 | 570 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| King Wealth Management Group | History | No change | 3,189 | 563 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 3,162 | 558 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wellington Shields & Co., LLC | History | No change | 3,133 | 553 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 3,105 | 548 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Investments, LLC | History | No change | 3,048 | 538 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |