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 | Reduced | 7,418,832 | 1,229,300 | 0.09% | 0.09% | 1 | -296,375 | -3.84% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,168,271 | 359,282 | 0.02% | 0.02% | 2 | +25,063 | 1.17% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,966,860 | 325,908 | 0.09% | 0.07% | 3 | +237,797 | 13.75% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 811,147 | 134,407 | 0.02% | 0.02% | 4 | +26,492 | 3.38% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 736,972 | 122,116 | 0.02% | 0.02% | 5 | +85,447 | 13.11% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 557,207 | 92,301 | 0.02% | 0.02% | 6 | +98,993 | 21.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 528,143 | 87,510 | 0.03% | 0.02% | 7 | +79,232 | 17.65% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 491,329 | 81,416 | 0.09% | 0.09% | 8 | -7,015 | -1.41% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Added to | 399,687 | 66,228 | 0.91% | 0.79% | 9 | +49,427 | 14.11% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 352,527 | 58,413 | 0.06% | 0.05% | 10 | +47,060 | 15.41% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 325,342 | 57,354 | 2.2% | 2.29% | 11 | -13,424 | -3.96% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 332,632 | 55,117 | 0.79% | 0.79% | 12 | +42,065 | 14.48% | Q1 2026 | May 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 275,480 | 45,647 | 0.5% | 0.5% | 13 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 266,754 | 44,212 | 0.06% | 0.05% | 14 | +44,514 | 20.03% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 228,497 | 37,560 | 0.02% | 0.02% | 15 | +51,633 | 29.19% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 221,008 | 36,621 | 0.01% | 0.01% | 16 | +16,319 | 7.97% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 216,231 | 35,829 | 0.2% | 0.2% | 17 | -5,746 | -2.59% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 203,720 | 33,756 | 0.05% | 0.04% | 18 | +17,483 | 9.39% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 200,967 | 33,300 | 0.01% | 0.0% | 19 | +16,357 | 8.86% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 189,390 | 31,382 | 0.08% | 0.07% | 20 | +31,144 | 19.68% | Q1 2026 | Apr 30, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 166,184 | 27,536 | 1.8% | 1.7% | 21 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 164,314 | 27,226 | 0.04% | 0.03% | 22 | +297 | 0.18% | Q1 2026 | Apr 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 156,035 | 25,854 | 1.99% | — | 23 | +156,035 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 153,727 | 25,472 | 0.1% | 0.04% | 24 | +88,795 | 136.75% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 144,228 | 23,898 | 0.01% | 0.02% | 25 | -43,220 | -23.06% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 140,713 | 23,319 | 0.02% | 0.02% | 26 | +16,053 | 12.88% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 125,622 | 21,313 | 0.36% | 0.26% | 27 | +35,466 | 39.34% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 128,577 | 21,305 | 0.06% | 0.06% | 28 | -22,295 | -14.78% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 128,625 | 20,173 | 0.13% | 0.12% | 29 | +12,377 | 10.65% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 117,227 | 19,424 | 0.02% | 0.02% | 30 | +11,429 | 10.8% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 115,401 | 19,121 | 0.09% | 0.06% | 31 | +38,226 | 49.53% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 114,217 | 18,925 | 0.1% | 0.06% | 32 | +56,441 | 97.69% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 111,812 | 18,527 | 0.05% | 0.04% | 33 | +13,931 | 14.23% | Q1 2026 | Apr 22, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 105,875 | 17,543 | 6.51% | 6.55% | 34 | -7,022 | -6.22% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 105,218 | 17,434 | 0.02% | 0.02% | 35 | +26,817 | 34.2% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 95,064 | 15,752 | 0.53% | 0.34% | 36 | +4,403 | 4.86% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 91,168 | 15,106 | 0.35% | 0.31% | 37 | +8,843 | 10.74% | Q1 2026 | May 15, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Reduced | 87,776 | 14,544 | 12.49% | 11.71% | 38 | -1,347 | -1.51% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | Reduced | 85,918 | 14,236 | 0.3% | 0.27% | 39 | -2,180 | -2.47% | Q1 2026 | May 15, 2026 |
| Presidio Capital Management, LLC | History | Added to | 85,436 | 14,156 | 4.11% | 3.94% | 40 | +1,761 | 2.1% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 83,226 | 13,790 | 0.0% | 0.0% | 41 | -64 | -0.08% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 79,823 | 13,226 | 1.81% | — | 42 | +79,823 | New | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,488 | 12,508 | 0.23% | 0.21% | 43 | +321 | 0.43% | Q1 2026 | Apr 10, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 72,000 | 11,930 | 1.51% | 1.56% | 44 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 70,963 | 11,758 | 4.26% | 3.93% | 45 | -2,051 | -2.81% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 70,503 | 11,682 | 0.75% | 0.7% | 46 | +878 | 1.26% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 68,974 | 11,429 | 0.02% | 0.0% | 47 | +68,211 | 8939.84% | Q1 2026 | May 06, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 63,571 | 10,533 | 2.69% | 2.59% | 48 | -246 | -0.39% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 61,794 | 10,239 | 0.05% | 0.05% | 49 | +7,125 | 13.03% | Q1 2026 | May 08, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 61,165 | 10,135 | 2.0% | 1.88% | 50 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 60,323 | 9,995 | 0.44% | 0.41% | 51 | +1,710 | 2.92% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,820 | 8,752 | 0.03% | 0.02% | 52 | +9,747 | 22.63% | Q1 2026 | Jun 02, 2026 |
| Madrid Financial Services | History | New | 51,610 | 8,551 | 5.05% | — | 53 | +51,610 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,424 | 8,073 | 0.0% | 0.0% | 54 | +7,545 | 17.6% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,574 | 7,883 | 0.01% | 0.01% | 55 | +3,567 | 8.11% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 46,596 | 7,720 | 2.41% | 2.28% | 56 | +579 | 1.26% | Q1 2026 | Apr 10, 2026 |
| KPP Advisory Services LLC | History | Added to | 43,888 | 7,272 | 1.06% | 0.66% | 57 | +14,730 | 50.52% | Q1 2026 | Apr 24, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 43,586 | 7,222 | 1.12% | 1.09% | 58 | -10 | -0.02% | Q1 2026 | Apr 23, 2026 |
| Detalus Advisors, LLC | History | Added to | 43,266 | 7,169 | 1.64% | 1.27% | 59 | +9,978 | 29.97% | Q1 2026 | Apr 22, 2026 |
| Pachira Investments Inc. | History | Added to | 43,042 | 7,132 | 3.33% | 2.38% | 60 | +11,827 | 37.89% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 42,646 | 7,116 | 0.38% | 0.31% | 61 | -437 | -1.01% | Q1 2026 | May 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 41,978 | 6,955 | 0.8% | 0.81% | 62 | +501 | 1.21% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 41,858 | 6,936 | 0.2% | 0.16% | 63 | +5,846 | 16.23% | Q1 2026 | Apr 21, 2026 |
| CMH Wealth Management LLC | History | Reduced | 41,538 | 6,882 | 1.18% | 1.42% | 64 | -791 | -1.87% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 41,431 | 6,863 | 0.02% | 0.02% | 65 | +1,142 | 2.83% | Q1 2026 | May 13, 2026 |
| Artesa Financial Group, LLC | History | Added to | 41,377 | 6,856 | 6.54% | 6.47% | 66 | +1,241 | 3.09% | Q1 2026 | Apr 21, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 40,979 | 6,790 | 1.45% | 1.91% | 67 | +1,243 | 3.13% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 40,413 | 6,696 | 0.24% | 0.19% | 68 | +6,769 | 20.12% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 40,259 | 6,670 | 0.0% | 0.0% | 69 | +31,059 | 337.6% | Q1 2026 | May 15, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 39,771 | 6,590 | 1.51% | 1.48% | 70 | +56 | 0.14% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 994 | 6,000 | 0.09% | 0.11% | 71 | +54 | 5.74% | Q1 2026 | May 13, 2026 |
| NORDEN GROUP LLC | History | New | 35,655 | 5,908 | 0.57% | — | 72 | +35,655 | New | Q1 2026 | Apr 15, 2026 |
| RM Financial Services, LLC | History | Added to | 35,574 | 5,894 | 5.08% | 4.25% | 73 | +4,976 | 16.26% | Q1 2026 | May 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 34,932 | 5,788 | 1.88% | 1.87% | 74 | -1,112 | -3.09% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 34,879 | 5,779 | 0.01% | 0.01% | 75 | -1,996 | -5.41% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 34,596 | 5,732 | 0.69% | 0.69% | 76 | +494 | 1.45% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,475 | 5,712 | 0.1% | 0.09% | 77 | +3,050 | 9.71% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 34,448 | 5,708 | 0.25% | 0.28% | 78 | -2,939 | -7.86% | Q1 2026 | Apr 28, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 33,127 | 5,489 | 3.2% | — | 79 | +33,127 | New | Q1 2026 | Jun 04, 2026 |
| StoneX Group Inc. | History | Added to | 32,496 | 5,384 | 0.29% | 0.21% | 80 | +2,237 | 7.39% | Q1 2026 | May 14, 2026 |
| WT Wealth Management | History | Added to | 31,625 | 5,240 | 1.56% | 1.32% | 81 | +2,322 | 7.92% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,136 | 5,159 | 0.19% | 0.17% | 82 | +848 | 2.8% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 30,745 | 5,094 | 0.01% | 0.01% | 83 | +6,749 | 28.13% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,419 | 5,040 | 0.08% | 0.08% | 84 | +5,837 | 23.75% | Q1 2026 | May 15, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 29,610 | 4,906 | 3.12% | 2.81% | 85 | -780 | -2.57% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 29,493 | 4,887 | 0.06% | 0.06% | 86 | -1,373 | -4.45% | Q1 2026 | Apr 16, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 29,484 | 4,885 | 2.37% | 2.19% | 87 | +381 | 1.31% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 29,320 | 4,858 | 0.3% | 0.3% | 88 | -764 | -2.54% | Q1 2026 | Apr 13, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 29,186 | 4,836 | 2.55% | 2.33% | 89 | +98 | 0.34% | Q1 2026 | Apr 10, 2026 |
| Belvedere Trading LLC | History | Added to | 28,994 | 4,804 | 0.01% | 0.0% | 90 | +25,194 | 663.0% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 26,267 | 4,352 | 0.49% | 0.45% | 91 | +653 | 2.55% | Q1 2026 | Apr 16, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 25,544 | 4,232 | 1.41% | 1.15% | 92 | +3,224 | 14.44% | Q1 2026 | Apr 14, 2026 |
| Waterloo Capital, L.P. | History | New | 25,310 | 4,193 | 0.29% | — | 93 | +25,310 | New | Q1 2026 | May 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 24,793 | 4,108 | 1.7% | 1.1% | 94 | +7,760 | 45.56% | Q1 2026 | Apr 08, 2026 |
| Turn8 Private Wealth Inc. | History | New | 24,694 | 4,092 | 2.56% | — | 95 | +24,694 | New | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 24,346 | 4,034 | 0.44% | 0.4% | 96 | +7 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,257 | 4,019 | 0.03% | 0.03% | 97 | +2,436 | 11.16% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 24,122 | 3,997 | 0.03% | 0.03% | 98 | -1,226 | -4.84% | Q1 2026 | Apr 07, 2026 |
| Diversified Enterprises, LLC | History | Added to | 23,983 | 3,973 | 0.22% | 0.22% | 99 | +145 | 0.61% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,594 | 3,910 | 0.01% | 0.01% | 100 | -1,092 | -4.42% | Q1 2026 | May 01, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 23,369 | 3,872 | 0.8% | 0.98% | 101 | -7,625 | -24.6% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 23,011 | 3,817 | 0.06% | 0.05% | 102 | +3,959 | 20.78% | Q1 2026 | Apr 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 20,987 | 3,477 | 0.58% | 0.54% | 103 | -139 | -0.66% | Q1 2026 | Apr 29, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,935 | 3,468 | 0.8% | 0.73% | 104 | +640 | 3.15% | Q1 2026 | Apr 28, 2026 |
| Penserra Capital Management LLC | History | New | 20,893 | 3,461 | 0.04% | — | 105 | +20,893 | New | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 20,688 | 3,428 | 0.27% | 0.22% | 106 | +3,023 | 17.11% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 20,558 | 3,406 | 0.0% | 0.0% | 107 | +3,280 | 18.98% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 20,221 | 3,350 | 0.02% | 0.02% | 108 | +1,809 | 9.83% | Q1 2026 | May 15, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 19,978 | 3,310 | 3.32% | 2.96% | 109 | -24 | -0.12% | Q1 2026 | May 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 19,896 | 3,296 | 2.48% | 2.6% | 110 | -1,344 | -6.33% | Q1 2026 | Apr 17, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 19,810 | 3,282 | 0.99% | 0.09% | 111 | +17,885 | 929.09% | Q1 2026 | Apr 10, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 19,621 | 3,245 | 0.24% | 0.03% | 112 | +16,985 | 644.35% | Q1 2026 | May 20, 2026 |
| Asset One Wealth Management LLC | History | Added to | 18,838 | 3,226 | 0.36% | 0.42% | 113 | +1,036 | 5.82% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 19,393 | 3,213 | 0.01% | 0.01% | 114 | -1,403 | -6.75% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 19,349 | 3,206 | 0.11% | 0.1% | 115 | +807 | 4.35% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,258 | 3,191 | 0.12% | 0.09% | 116 | +6,106 | 46.43% | Q1 2026 | Jun 18, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 19,186 | 3,179 | 0.05% | 0.05% | 117 | -948 | -4.71% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,737 | 3,104 | 0.0% | 0.0% | 118 | +5,472 | 41.25% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,705 | 3,099 | 0.01% | 0.01% | 119 | +750 | 4.18% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 18,659 | 3,085 | 0.96% | 0.89% | 120 | +913 | 5.14% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,561 | 3,075 | 0.03% | 0.03% | 121 | +1,405 | 8.19% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 18,500 | 3,065 | 0.0% | 0.0% | 122 | +12,400 | 203.28% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 18,496 | 3,064 | 0.0% | 0.01% | 123 | -7,596 | -29.11% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 18,113 | 3,001 | 0.0% | 0.0% | 124 | +1,494 | 8.99% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 17,568 | 2,915 | 0.02% | 0.02% | 125 | -358 | -2.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 17,153 | 2,842 | 0.06% | 0.06% | 126 | +1,130 | 7.05% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,088 | 2,831 | 0.02% | 0.0% | 127 | +14,495 | 559.01% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,999 | 2,816 | 0.0% | — | 128 | +16,999 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 16,691 | 2,765 | 0.03% | 0.04% | 129 | +320 | 1.95% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,477 | 2,730 | 0.0% | 0.0% | 130 | +1,750 | 11.88% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,302 | 2,701 | 0.0% | 0.0% | 131 | +155 | 0.96% | Q1 2026 | May 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 16,142 | 2,674 | 1.44% | 1.36% | 132 | -232 | -1.42% | Q1 2026 | May 14, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 16,076 | 2,663 | 1.8% | 1.8% | 133 | -2,425 | -13.11% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 16,052 | 2,659 | 0.64% | 0.58% | 134 | -244 | -1.5% | Q1 2026 | Apr 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 15,884 | 2,631 | 0.12% | 0.11% | 135 | +982 | 6.59% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,879 | 2,631 | 0.46% | 0.43% | 136 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 15,156 | 2,570 | 0.01% | 0.01% | 137 | -164 | -1.07% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 14,702 | 2,436 | 0.08% | 0.06% | 138 | +3,111 | 26.84% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 14,433 | 2,416 | 0.19% | 0.22% | 139 | +100 | 0.7% | Q1 2026 | May 01, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 14,579 | 2,415 | 1.56% | 1.49% | 140 | -90 | -0.61% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,402 | 2,386 | 0.08% | 0.08% | 141 | +346 | 2.46% | Q1 2026 | May 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 14,261 | 2,363 | 0.01% | 0.01% | 142 | -1,133 | -7.36% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 14,048 | 2,327 | 0.03% | 0.02% | 143 | +1,872 | 15.37% | Q1 2026 | Apr 20, 2026 |
| MGB Wealth Management, LLC | History | No change | 14,653 | 2,297 | 0.66% | 0.66% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 13,545 | 2,244 | 0.23% | 0.21% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 13,529 | 2,241 | 0.0% | 0.0% | 146 | +136 | 1.02% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 13,094 | 2,191 | 0.04% | 0.04% | 147 | -84 | -0.64% | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 13,145 | 2,178 | 1.86% | 1.55% | 148 | +469 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,964 | 2,148 | 0.01% | 0.01% | 149 | +1,727 | 15.37% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,785 | 2,118 | 0.0% | 0.0% | 150 | +149 | 1.18% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 12,631 | 2,092 | 0.0% | 0.0% | 151 | +2,849 | 29.12% | Q1 2026 | May 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 12,569 | 2,082 | 0.13% | 0.14% | 152 | -1,385 | -9.93% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,312 | 2,040 | 0.08% | 0.05% | 153 | +3,076 | 33.3% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 12,113 | 2,007 | 0.25% | 0.36% | 154 | -136 | -1.11% | Q1 2026 | May 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 11,641 | 1,928 | 0.05% | 0.06% | 155 | +179 | 1.56% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,576 | 1,918 | 0.03% | 0.03% | 156 | +387 | 3.46% | Q1 2026 | May 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,556 | 1,914 | 0.09% | 0.03% | 157 | +7,435 | 180.42% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,233 | 1,905 | 0.0% | 0.0% | 158 | -6,646 | -37.17% | Q1 2026 | Apr 08, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 10,535 | 1,863 | 0.8% | 0.76% | 159 | -265 | -2.45% | Q1 2026 | Apr 15, 2026 |
| AlTi Global, Inc. | History | No change | 11,239 | 1,862 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 10,957 | 1,826 | 1.07% | 0.22% | 162 | +9,065 | 479.12% | Q1 2026 | May 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,023 | 1,826 | 0.19% | 0.17% | 161 | +1,208 | 12.31% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,826 | 1,795 | 0.02% | 0.02% | 163 | +410 | 3.94% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,704 | 1,773 | 0.03% | 0.02% | 164 | +1,652 | 18.25% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Added to | 13,873 | 1,771 | 0.23% | 0.19% | 165 | +3,519 | 33.99% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,165 | 1,684 | 0.05% | 0.05% | 166 | +1,030 | 11.28% | Q1 2026 | Apr 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,155 | 1,682 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 10,143 | 1,680 | 1.04% | 0.96% | 168 | -198 | -1.91% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 10,134 | 1,679 | 0.09% | 0.09% | 169 | -234 | -2.26% | Q1 2026 | May 13, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 10,133 | 1,679 | 0.98% | 0.83% | 170 | -5 | -0.05% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 10,109 | 1,675 | 0.42% | 0.41% | 172 | +791 | 8.49% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,697 | 1,675 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 10,106 | 1,674 | 0.04% | 0.03% | 173 | +179 | 1.8% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 10,073 | 1,669 | 0.13% | 0.12% | 174 | +233 | 2.37% | Q1 2026 | Apr 08, 2026 |
| Nilsine Partners, LLC | History | Added to | 9,906 | 1,642 | 0.13% | 0.13% | 175 | +11 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,772 | 1,619 | 0.01% | 0.02% | 176 | -2,561 | -20.77% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,720 | 1,610 | 0.03% | — | 177 | +9,720 | New | Q1 2026 | Apr 27, 2026 |
| Ayalon Insurance Comp Ltd. | History | New | 9,477 | 1,570 | 0.32% | — | 178 | +9,477 | New | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 9,474 | 1,569 | 0.06% | 0.08% | 179 | +4,694 | 98.2% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,461 | 1,567 | 0.05% | 0.04% | 180 | -232 | -2.39% | Q1 2026 | May 14, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 9,420 | 1,560 | 1.24% | 0.74% | 181 | +3,484 | 58.69% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,414 | 1,559 | 0.0% | 0.0% | 182 | +933 | 11.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,321 | 1,544 | 0.0% | 0.0% | 183 | +1,251 | 15.5% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Added to | 9,158 | 1,517 | 0.4% | 0.36% | 184 | +524 | 6.07% | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 8,999 | 1,491 | 0.39% | 0.32% | 185 | +952 | 11.83% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,936 | 1,480 | 0.05% | 0.04% | 186 | +1,324 | 17.39% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,880 | 1,471 | 0.03% | 0.01% | 187 | +4,499 | 102.69% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | Reduced | 8,758 | 1,451 | 0.37% | 1.0% | 188 | -13,751 | -61.09% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 8,711 | 1,443 | 0.04% | 0.05% | 189 | -8,640 | -49.8% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 8,495 | 1,407 | 0.27% | 0.22% | 190 | +53 | 0.63% | Q1 2026 | May 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,490 | 1,406 | 0.02% | 0.01% | 191 | +3,078 | 56.87% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,446 | 1,399 | 0.04% | 0.04% | 192 | -682 | -7.47% | Q1 2026 | May 14, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 8,359 | 1,385 | 0.36% | 0.35% | 193 | -175 | -2.05% | Q1 2026 | May 05, 2026 |
| BigSur Wealth Management LLC | History | No change | 8,182 | 1,355 | 0.38% | 0.31% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,093 | 1,340 | 0.1% | 0.09% | 195 | +64 | 0.8% | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 7,903 | 1,309 | 0.21% | 0.19% | 196 | -564 | -6.66% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,814 | 1,294 | 0.07% | 0.07% | 197 | -400 | -4.87% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,774 | 1,288 | 0.04% | 0.01% | 198 | +6,861 | 751.48% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,669 | 1,270 | 0.06% | 0.01% | 199 | +6,137 | 400.59% | Q1 2026 | Apr 09, 2026 |
| Warner Group LLC | History | Added to | 7,619 | 1,262 | 0.82% | 0.57% | 200 | +1,693 | 28.57% | Q1 2026 | Apr 29, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 7,520 | 1,246 | 0.81% | 0.7% | 201 | +980 | 14.98% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,487 | 1,240 | 0.01% | 0.01% | 202 | +415 | 5.87% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 7,235 | 1,198 | 0.01% | — | 203 | +7,235 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,108 | 1,177 | 0.02% | 0.02% | 204 | +134 | 1.92% | Q1 2026 | Apr 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,094 | 1,175 | 0.28% | 0.17% | 205 | +2,988 | 72.77% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | Added to | 6,945 | 1,150 | 0.05% | 0.04% | 206 | +312 | 4.7% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 6,733 | 1,115 | 0.0% | 0.0% | 207 | +873 | 14.9% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,714 | 1,112 | 0.08% | 0.11% | 208 | -2,112 | -23.93% | Q1 2026 | Apr 17, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 6,700 | 1,110 | 0.24% | 0.28% | 209 | -1,851 | -21.65% | Q1 2026 | May 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 6,638 | 1,099 | 0.93% | 0.88% | 210 | -136 | -2.01% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,621 | 1,097 | 0.08% | 0.08% | 211 | +217 | 3.39% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Added to | 6,418 | 1,063 | 0.01% | 0.01% | 212 | +435 | 7.27% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,382 | 1,058 | 0.05% | 0.03% | 213 | +1,962 | 44.39% | Q1 2026 | May 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,226 | 1,056 | 0.07% | 0.05% | 214 | +1,318 | 26.85% | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,732 | 1,054 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,297 | 1,043 | 0.01% | 0.01% | 216 | +709 | 12.69% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 5,933 | 1,034 | 0.12% | 0.1% | 217 | +1,536 | 34.93% | Q1 2026 | Apr 22, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,206 | 1,028 | 0.04% | 0.04% | 218 | -340 | -5.19% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,163 | 1,021 | 0.03% | 0.02% | 219 | +1,846 | 42.76% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | New | 6,113 | 1,012 | 0.06% | — | 220 | +6,113 | New | Q1 2026 | Apr 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 6,097 | 1,010 | 0.18% | 0.24% | 221 | +424 | 7.47% | Q1 2026 | May 01, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,041 | 1,000 | 0.23% | 0.23% | 222 | -40 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 6,025 | 998 | 0.6% | — | 223 | +6,025 | New | Q1 2026 | May 11, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 5,975 | 990 | 0.54% | 0.56% | 224 | -24 | -0.4% | Q1 2026 | Apr 30, 2026 |
| ADVOCATE GROUP LLC | History | No change | 5,900 | 977 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,808 | 962 | 0.0% | 0.0% | 226 | +1,126 | 24.05% | Q1 2026 | May 13, 2026 |
| Lynx Investment Advisory | History | Added to | 5,783 | 958 | 0.46% | 0.23% | 227 | +3,118 | 117.0% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 5,731 | 949 | 0.51% | 0.46% | 228 | +399 | 7.48% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | No change | 5,711 | 946 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 5,706 | 945 | 0.05% | 0.05% | 230 | +123 | 2.2% | Q1 2026 | Apr 24, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 5,698 | 944 | 0.1% | 0.09% | 231 | -20 | -0.35% | Q1 2026 | May 12, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 5,668 | 939 | 0.33% | 0.32% | 232 | +30 | 0.53% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,658 | 937 | 0.0% | 0.0% | 233 | +1,175 | 26.21% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,654 | 936 | 0.0% | 0.0% | 234 | +3,626 | 178.8% | Q1 2026 | May 15, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Added to | 5,611 | 929 | 0.67% | 0.54% | 235 | +1,062 | 23.35% | Q1 2026 | May 08, 2026 |
| ELCO Management Co., LLC | History | No change | 5,599 | 927 | 0.44% | 0.55% | 236 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,573 | 923 | 0.06% | 0.04% | 237 | +870 | 18.5% | Q1 2026 | May 12, 2026 |
| City Center Advisors, LLC | History | Reduced | 5,570 | 922 | 0.85% | 0.8% | 238 | -7 | -0.13% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,367 | 889 | 0.0% | 0.0% | 239 | +5,253 | 4607.89% | Q1 2026 | May 01, 2026 |
| Fortis Group Advisors, LLC | History | New | 5,302 | 887 | 0.15% | — | 240 | +5,302 | New | Q1 2026 | May 08, 2026 |
| Guardian Capital, LLC | History | Added to | 5,284 | 875 | 0.84% | 0.51% | 241 | +1,669 | 46.17% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,270 | 873 | 0.02% | 0.02% | 242 | +529 | 11.16% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 5,181 | 858 | 0.02% | 0.02% | 243 | +765 | 17.32% | Q1 2026 | Apr 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 5,095 | 844 | 0.03% | 0.02% | 244 | +675 | 15.27% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 5,000 | 828 | 0.0% | — | 245 | +5,000 | New | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,705 | 826 | 0.05% | 0.06% | 246 | -1,598 | -25.35% | Q1 2026 | Apr 17, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 4,973 | 824 | 0.26% | 0.25% | 247 | -190 | -3.68% | Q1 2026 | May 19, 2026 |
| Lido Advisors, LLC | History | Added to | 4,962 | 822 | 0.0% | 0.0% | 248 | +1,170 | 30.85% | Q1 2026 | May 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 4,954 | 820 | 0.24% | 0.23% | 249 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 4,925 | 816 | 0.3% | 0.34% | 250 | -1,326 | -21.21% | Q1 2026 | May 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 4,907 | 813 | 0.38% | 0.33% | 251 | +372 | 8.2% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 4,893 | 810 | 0.0% | 0.0% | 252 | +3,789 | 343.21% | Q1 2026 | May 14, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 4,875 | 807 | 0.42% | 0.27% | 253 | +1,354 | 38.45% | Q1 2026 | May 14, 2026 |
| Ascent Advisors, LLC | History | New | 4,866 | 806 | 1.48% | — | 254 | +4,866 | New | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | New | 5,000 | 800 | 0.0% | — | 255 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | No change | 4,800 | 795 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 4,792 | 794 | 0.02% | 0.02% | 257 | +160 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 4,749 | 786 | 0.24% | 0.19% | 258 | +679 | 16.68% | Q1 2026 | May 20, 2026 |
| JBR Co Financial Management Inc | History | No change | 5,007 | 784 | 0.33% | 0.33% | 259 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SMITH, MOORE & CO. | History | Added to | 4,727 | 783 | 0.06% | 0.05% | 260 | +409 | 9.47% | Q1 2026 | May 05, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 4,558 | 755 | 0.15% | 0.14% | 261 | -85 | -1.83% | Q1 2026 | Apr 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,534 | 751 | 0.01% | 0.01% | 262 | +629 | 16.11% | Q1 2026 | May 11, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 4,531 | 750 | 0.28% | 0.24% | 263 | +250 | 5.84% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,462 | 739 | 0.0% | 0.0% | 264 | +84 | 1.92% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Reduced | 4,448 | 737 | 0.06% | 0.06% | 265 | -143 | -3.11% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,428 | 733 | 0.01% | 0.01% | 266 | +746 | 20.26% | Q1 2026 | Apr 20, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 4,344 | 719 | 0.37% | 0.17% | 267 | +2,485 | 133.67% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 4,295 | 711 | 0.0% | 0.0% | 268 | +4,139 | 2653.21% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 4,286 | 710 | 0.08% | 0.07% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 4,219 | 699 | 0.0% | 0.0% | 270 | +3,469 | 462.53% | Q1 2026 | May 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,223 | 699 | 0.05% | 0.04% | 271 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,175 | 691 | 0.02% | 0.02% | 272 | +369 | 9.7% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 4,397 | 688 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | Added to | 4,124 | 683 | 0.02% | 0.0% | 274 | +4,054 | 5791.43% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 4,097 | 678 | 0.02% | 0.02% | 275 | +133 | 3.36% | Q1 2026 | May 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,060 | 672 | 0.01% | 0.01% | 276 | +341 | 9.17% | Q1 2026 | May 01, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 4,000 | 662 | 0.13% | 0.1% | 277 | +600 | 17.65% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 3,985 | 660 | 0.03% | 0.03% | 278 | -1,356 | -25.39% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,863 | 655 | 0.01% | 0.0% | 279 | +2,526 | 188.93% | Q1 2026 | Apr 07, 2026 |
| ORG Partners LLC | History | No change | 4,173 | 653 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,894 | 645 | 0.01% | 0.01% | 281 | +800 | 25.86% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 3,828 | 634 | 0.0% | 0.0% | 282 | +371 | 10.73% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,795 | 620 | 0.01% | 0.01% | 283 | +2,388 | 169.72% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,712 | 615 | 0.02% | 0.01% | 284 | +1,677 | 82.41% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,653 | 605 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,626 | 600 | 0.01% | — | 288 | +3,626 | New | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Added to | 3,624 | 600 | 0.03% | 0.02% | 287 | +817 | 29.11% | Q1 2026 | Apr 27, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 3,626 | 600 | 0.4% | 0.33% | 286 | +450 | 14.17% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,572 | 591 | 0.1% | 0.16% | 289 | -3,751 | -51.22% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 3,550 | 588 | 0.07% | 0.06% | 290 | +135 | 3.95% | Q1 2026 | May 04, 2026 |
| KKM Financial LLC | History | No change | 3,719 | 582 | 0.1% | 0.1% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 3,436 | 569 | 0.14% | 0.11% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,426 | 567 | 0.03% | 0.02% | 293 | -25 | -0.72% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 3,299 | 546 | 0.07% | 0.09% | 294 | -780 | -19.12% | Q1 2026 | Apr 28, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 3,209 | 531 | 0.14% | 0.12% | 295 | +55 | 1.74% | Q1 2026 | May 04, 2026 |
| King Wealth Management Group | History | No change | 3,189 | 528 | 0.07% | 0.06% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,117 | 516 | 0.02% | — | 297 | +3,117 | New | Q1 2026 | May 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 3,102 | 514 | 0.06% | 0.03% | 299 | +1,416 | 83.99% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,108 | 514 | 0.03% | 0.02% | 298 | +954 | 44.29% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 3,069 | 508 | 0.08% | 0.07% | 300 | +626 | 25.62% | Q1 2026 | Apr 17, 2026 |