INVESCO EXCHANGE-TRADED FUND TRUST - PRF
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 | 10,913,014 | 589,630 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,906,162 | 428,784 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,845,541 | 261,804 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,787,226 | 258,628 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, LLC | History | No change | 3,577,537 | 193,294 | 1.12% | 1.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 3,028,669 | 163,639 | 0.17% | 0.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,999,878 | 162,083 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,717,237 | 146,812 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,244,137 | 121,250 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,175,841 | 117,560 | 0.65% | 0.65% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 2,130,186 | 115,094 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 2,054,047 | 110,980 | 12.56% | 12.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,930,191 | 104,288 | 4.52% | 4.52% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,594,635 | 86,158 | 0.28% | 0.28% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,590,833 | 85,952 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,581,355 | 85,440 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berman McAleer LLC | History | No change | 1,558,975 | 84,231 | 9.75% | 9.75% | 17 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,539,147 | 83,160 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,481,520 | 80,046 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,283,319 | 69,337 | 0.47% | 0.47% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,231,992 | 66,564 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,123,915 | 60,725 | 1.59% | 1.59% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 1,100,004 | 59,433 | 0.93% | 0.93% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 971,329 | 52,480 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 910,610 | 49,200 | 5.79% | 5.79% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 882,845 | 48,097 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 805,225 | 43,506 | 6.69% | 6.69% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 780,830 | 42,188 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 767,465 | 41,466 | 0.76% | 0.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 745,956 | 40,304 | 0.87% | 0.87% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 715,210 | 38,643 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 714,113 | 38,583 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 668,640 | 36,126 | 0.22% | 0.22% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 665,074 | 35,933 | 8.77% | 8.77% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 656,475 | 35,469 | 1.33% | 1.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 622,011 | 33,607 | 0.8% | 0.8% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 614,153 | 33,182 | 1.41% | 1.41% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 605,721 | 32,727 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 604,491 | 32,660 | 14.46% | 14.46% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 601,650 | 32,495 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 582,979 | 31,498 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Charles Schwab Trust Co | History | No change | 577,465 | 31,200 | 1.74% | 1.74% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAXON INTERESTS, INC. | History | No change | 575,363 | 31,086 | 8.59% | 8.59% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 565,247 | 30,540 | 11.13% | 11.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 549,418 | 29,685 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 527,580 | 28,927 | 11.76% | 11.61% | 46 | -8,068 | -1.51% | Q3 2026 | Oct 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 526,029 | 28,410 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 524,792 | 28,354 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 518,814 | 28,031 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 518,072 | 27,991 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wharton Business Group, LLC | History | No change | 495,030 | 26,746 | 0.89% | 0.89% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 474,260 | 25,624 | 0.43% | 0.43% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Capital Group | History | Reduced | 440,276 | 23,964 | 2.84% | 2.89% | 53 | -5,786 | -1.3% | Q3 2026 | Oct 08, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 429,194 | 23,189 | 3.72% | 3.72% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 427,695 | 23,108 | 6.28% | 6.28% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 399,520 | 21,586 | 0.93% | 0.93% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 371,630 | 20,079 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 362,647 | 19,593 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 354,137 | 19,275 | 6.76% | 6.63% | 59 | +9,387 | 2.72% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 398,063 | 18,919 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 327,806 | 17,711 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 324,372 | 17,525 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ted Buchan & Co | History | No change | 321,769 | 17,385 | 5.69% | 5.69% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 315,796 | 17,062 | 1.77% | 1.77% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 315,376 | 17,039 | 1.05% | 1.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 312,306 | 16,777 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 307,679 | 16,623 | 0.91% | 0.91% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 296,645 | 16,027 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 278,290 | 15,036 | 0.75% | 0.75% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 272,076 | 14,700 | 3.47% | 3.47% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 271,469 | 14,667 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 263,294 | 14,331 | 1.06% | 1.09% | 72 | -2,668 | -1.0% | Q3 2026 | Oct 01, 2026 |
| Quantinno Capital Management LP | History | No change | 261,666 | 14,137 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 259,970 | 14,046 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Group, Inc. | History | No change | 259,744 | 14,033 | 5.93% | 5.93% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 259,061 | 13,997 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 237,118 | 12,811 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 235,402 | 12,718 | 0.71% | 0.71% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rodgers & Associates, LTD | History | No change | 229,435 | 12,396 | 1.13% | 1.13% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 228,572 | 12,349 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 210,581 | 11,514 | 2.3% | 2.3% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JNBA Financial Advisors | History | No change | 210,945 | 11,397 | 0.86% | 0.86% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 204,067 | 11,025 | 2.49% | 2.49% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 199,277 | 10,766 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 195,389 | 10,556 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 190,590 | 10,297 | 1.31% | 1.31% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 189,779 | 10,253 | 4.63% | 4.63% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodside Wealth Management LLC | History | No change | 175,165 | 9,464 | 6.59% | 6.59% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 173,883 | 9,394 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marion Wealth Management | History | No change | 171,946 | 9,290 | 1.89% | 1.89% | 90 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 170,687 | 9,222 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 170,207 | 9,196 | 0.44% | 0.44% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 167,883 | 9,070 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 164,935 | 8,911 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 152,694 | 8,250 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 149,370 | 8,070 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 148,117 | 8,002 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 146,483 | 7,915 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 143,409 | 7,748 | 1.94% | 1.94% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 141,996 | 7,672 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | No change | 140,355 | 7,568 | 0.89% | 0.89% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 136,615 | 7,381 | 2.76% | 2.76% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Creative Capital Management Investments LLC | History | No change | 134,165 | 7,248 | 1.67% | 1.67% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 131,550 | 7,160 | 1.24% | 1.19% | 104 | -4,030 | -2.97% | Q3 2026 | Oct 09, 2026 |
| Lido Advisors, LLC | History | No change | 131,119 | 7,084 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Journey Advisory Group, LLC | History | No change | 130,768 | 7,065 | 0.54% | 0.54% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 129,107 | 6,975 | 9.5% | 9.5% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 125,886 | 6,801 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 125,519 | 6,781 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 124,314 | 6,766 | 0.19% | 0.2% | 110 | -7,191 | -5.47% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Advisory, LLC | History | No change | 122,805 | 6,635 | 0.55% | 0.55% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 118,132 | 6,382 | 0.31% | 0.31% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hirtle & Co., LLC | History | No change | 116,689 | 6,304 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 114,441 | 6,183 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 112,073 | 6,055 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 107,348 | 5,842 | 0.83% | 0.84% | 116 | -1,320 | -1.21% | Q3 2026 | Oct 08, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 103,933 | 5,654 | 0.55% | 0.55% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 100,578 | 5,434 | 0.53% | 0.53% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 99,562 | 5,379 | 0.88% | 0.88% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 95,877 | 5,180 | 0.86% | 0.86% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 99,834 | 5,168 | 1.88% | 1.88% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 89,591 | 4,840 | 2.0% | 2.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 87,380 | 4,721 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Wealth Map LLC | History | No change | 86,410 | 4,697 | 2.13% | 2.13% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 83,217 | 4,496 | 0.59% | 0.59% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 78,409 | 4,236 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 78,102 | 4,220 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 77,333 | 4,178 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 76,130 | 4,113 | 1.61% | 1.61% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Private Trust Co. | History | Reduced | 74,708 | 4,066 | 0.22% | 0.23% | 130 | -3,813 | -4.86% | Q3 2026 | Oct 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 74,919 | 4,047 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | No change | 74,393 | 4,019 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 70,016 | 3,782 | 3.09% | 3.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KWB Wealth | History | No change | 69,628 | 3,762 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 66,376 | 3,586 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 66,381 | 3,586 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 66,251 | 3,579 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 63,217 | 3,416 | 1.03% | 1.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 62,385 | 3,370 | 0.16% | 0.16% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Security Financial Services, INC. | History | No change | 61,726 | 3,335 | 0.46% | 0.46% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WFA of San Diego, LLC | History | No change | 58,631 | 3,310 | 2.71% | 2.71% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 60,549 | 3,271 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 59,446 | 3,211 | 0.28% | 0.28% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smith Salley Wealth Management | History | No change | 59,300 | 3,203 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,040 | 3,189 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Northwest Bancshares, Inc. | History | No change | 56,813 | 3,069 | 0.55% | 0.55% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 56,782 | 3,067 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Certified Advisory Corp | History | No change | 56,017 | 3,026 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 55,097 | 2,976 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 54,308 | 2,933 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,120 | 2,891 | 0.02% | 0.02% | 151 | +15,821 | 42.42% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 49,530 | 2,676 | 0.39% | 0.39% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 48,455 | 2,618 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 46,482 | 2,530 | 0.06% | 0.07% | 154 | -2,200 | -4.52% | Q3 2026 | Oct 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 46,509 | 2,512 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 46,459 | 2,510 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 44,883 | 2,425 | 0.24% | 0.24% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Merit Financial Group, LLC | History | No change | 44,623 | 2,410 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 44,587 | 2,409 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 43,580 | 2,354 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 43,269 | 2,337 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 42,618 | 2,302 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Savant Capital, LLC | History | No change | 41,340 | 2,242 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 40,188 | 2,171 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McNamara Financial Services, Inc. | History | No change | 39,759 | 2,148 | 0.37% | 0.37% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 39,249 | 2,120 | 0.21% | 0.21% | 166 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Navigate Wealth Management, LLC | History | No change | 38,542 | 2,095 | 1.3% | 1.3% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 38,468 | 2,078 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 37,367 | 2,018 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 37,270 | 2,013 | 0.14% | 0.14% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 35,818 | 1,935 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams & Novak Wealth Management, LLC | History | Added to | 35,499 | 1,932 | 1.14% | 1.02% | 172 | +6,881 | 24.04% | Q3 2026 | Oct 09, 2026 |
| West Financial Advisors, LLC | History | No change | 35,724 | 1,930 | 0.29% | 0.29% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Verum Partners LLC | History | No change | 35,389 | 1,912 | 0.29% | 0.29% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 35,123 | 1,897 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 34,894 | 1,885 | 0.5% | 0.5% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 34,739 | 1,876 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rather & Kittrell, Inc. | History | No change | 34,464 | 1,862 | 0.26% | 0.26% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 33,043 | 1,785 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 32,710 | 1,767 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 32,661 | 1,764 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 32,484 | 1,755 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 32,050 | 1,731 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 31,295 | 1,690 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envision Financial Transparency, LLC | History | No change | 28,528 | 1,688 | 1.44% | 1.44% | 185 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 31,194 | 1,685 | 0.78% | 0.78% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 31,029 | 1,676 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversified Portfolios, Inc. | History | No change | 30,825 | 1,665 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30,724 | 1,660 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | No change | 30,570 | 1,651 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 30,404 | 1,642 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairman Group, LLC | History | No change | 30,391 | 1,642 | 1.29% | 1.29% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 30,239 | 1,633 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Detalus Advisors, LLC | History | No change | 29,810 | 1,610 | 0.31% | 0.31% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 29,316 | 1,583 | 0.43% | 0.43% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | No change | 29,280 | 1,581 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | No change | 28,803 | 1,556 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | No change | 28,600 | 1,545 | 0.73% | 0.73% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 27,758 | 1,499 | 0.47% | 0.47% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 27,672 | 1,495 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 27,531 | 1,487 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 27,531 | 1,487 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | No change | 27,479 | 1,484 | 1.0% | 1.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colorado Capital Management, Inc. | History | No change | 27,045 | 1,461 | 0.5% | 0.5% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allen Capital Group, LLC | History | No change | 26,907 | 1,453 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sylvest Advisors, LLC | History | No change | 26,225 | 1,416 | 0.64% | 0.64% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,150 | 1,412 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 26,022 | 1,405 | 0.21% | 0.21% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intrua Financial, LLC | History | No change | 25,664 | 1,386 | 0.13% | 0.13% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 25,196 | 1,361 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 25,120 | 1,357 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 25,000 | 1,350 | 0.37% | 0.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EnRich Financial Partners LLC | History | No change | 24,644 | 1,331 | 0.32% | 0.32% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Austin Wealth Management, LLC | History | No change | 24,233 | 1,317 | 0.28% | 0.28% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 24,302 | 1,313 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Austin Asset Management Co Inc | History | No change | 24,266 | 1,311 | 0.18% | 0.18% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23,831 | 1,287 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Virtus Family Office LLC | History | No change | 23,807 | 1,286 | 1.02% | 1.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | No change | 23,680 | 1,279 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 23,444 | 1,266 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 23,372 | 1,262 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 23,185 | 1,253 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 22,383 | 1,209 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 22,289 | 1,204 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 20,589 | 1,112 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 20,441 | 1,104 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 20,390 | 1,101 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 20,005 | 1,088 | 0.37% | 0.35% | 228 | -1,500 | -6.98% | Q3 2026 | Oct 08, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 20,000 | 1,080 | 0.47% | 0.47% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 19,816 | 1,070 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Center for Financial Planning, Inc. | History | No change | 19,523 | 1,054 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 19,009 | 1,027 | 0.69% | 0.69% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 18,920 | 1,022 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 18,906 | 1,021 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 18,750 | 1,013 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 18,530 | 1,001 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 18,371 | 992 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cooper Financial Group | History | Reduced | 17,831 | 970 | 0.08% | 0.08% | 238 | -17 | -0.1% | Q3 2026 | Oct 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 17,931 | 968 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,888 | 966 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 17,754 | 959 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 17,340 | 936 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 16,980 | 917 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 15,903 | 897 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 16,596 | 896 | 0.6% | 0.6% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 16,520 | 892 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 16,136 | 878 | 0.35% | 0.35% | 247 | -579 | -3.46% | Q3 2026 | Oct 09, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 15,738 | 850 | 0.64% | 0.64% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,698 | 848 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 15,473 | 836 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 15,248 | 823 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GSG Advisors LLC | History | No change | 14,997 | 810 | 0.18% | 0.18% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 15,000 | 810 | 0.08% | 0.08% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 14,716 | 795 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 14,697 | 794 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 14,594 | 788 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 14,584 | 787 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 14,453 | 780 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 14,283 | 771 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Firestone Capital Management | History | No change | 14,260 | 770 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Financial Group LLC | History | No change | 14,234 | 769 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 14,191 | 766 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 13,258 | 716 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,238 | 716 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 13,247 | 715 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEST BANCORPORATION INC | History | No change | 12,942 | 699 | 0.3% | 0.3% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trust Co of the South | History | No change | 12,650 | 683 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,395 | 669 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Essex Bank | History | No change | 12,389 | 669 | 0.14% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 12,220 | 660 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 12,213 | 659 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 12,185 | 658 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | No change | 12,148 | 656 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 12,048 | 650 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | History | No change | 12,000 | 648 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | No change | 11,963 | 646 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 11,846 | 640 | 0.37% | 0.37% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | No change | 11,788 | 640 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 11,779 | 636 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,485 | 625 | 0.02% | 0.02% | 280 | +360 | 3.24% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 11,533 | 623 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,528 | 622 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 11,380 | 614 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 11,307 | 610 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LJI Wealth Management, LLC | History | No change | 11,000 | 594 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Estate Counselors, LLC | History | No change | 10,975 | 592 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversified Enterprises, LLC | History | No change | 10,943 | 591 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 10,913 | 589 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 10,891 | 588 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,866 | 587 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Morling Financial Advisors, LLC | History | No change | 10,820 | 584 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solitude Financial Services | History | No change | 10,750 | 580 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fund Evaluation Group, LLC | History | No change | 10,697 | 577 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 10,403 | 566 | 0.01% | 0.01% | 294 | +3,514 | 51.01% | Q3 2026 | Oct 08, 2026 |
| RIA Advisory Group LLC | History | No change | 10,231 | 552 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | New | 9,961 | 551 | 0.01% | — | 296 | +9,961 | New | Q3 2026 | Oct 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,185 | 550 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 10,164 | 549 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOSTER & MOTLEY INC | History | No change | 10,143 | 548 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Echo Wealth Management, LLC | History | No change | 10,087 | 545 | 0.28% | 0.28% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |