INVESCO EXCHANGE-TRADED FUND TRUST - PRFZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,858,934 | 131,139 | 0.01% | 0.01% | 1 | +370,099 | 14.87% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,378,389 | 63,226 | 0.02% | 0.02% | 2 | +46,385 | 3.48% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,190,971 | 54,629 | 0.0% | 0.0% | 3 | +69,979 | 6.24% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,109,623 | 50,898 | 0.38% | 0.42% | 4 | -17,958 | -1.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,054,588 | 48,373 | 0.01% | 0.01% | 5 | +20,399 | 1.97% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,031,218 | 47,301 | 0.05% | 0.05% | 6 | +35,362 | 3.55% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 931,078 | 42,708 | 0.01% | 0.01% | 7 | +249,591 | 36.62% | Q1 2026 | May 11, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 803,591 | 36,860 | 4.8% | 4.73% | 8 | +19,510 | 2.49% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 763,275 | 35,011 | 2.88% | 2.84% | 9 | +39,387 | 5.44% | Q1 2026 | Apr 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 758,912 | 34,811 | 1.4% | 1.34% | 10 | -16,599 | -2.14% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 703,464 | 32,268 | 0.01% | 0.01% | 11 | -81,209 | -10.35% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 640,455 | 29,377 | 0.82% | 0.81% | 12 | +12,596 | 2.01% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 412,078 | 19,153 | 0.04% | 0.04% | 13 | -167,024 | -28.84% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 373,690 | 17,141 | 1.03% | 1.06% | 14 | -6,013 | -1.58% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 359,428 | 16,486 | 0.0% | 0.0% | 15 | -113,614 | -24.02% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 294,623 | 13,514 | 0.02% | 0.02% | 16 | +1,258 | 0.43% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 278,140 | 12,758 | 0.07% | 0.07% | 17 | +17,959 | 6.9% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,764 | 12,654 | 0.08% | 0.05% | 18 | +107,551 | 63.94% | Q1 2026 | May 15, 2026 |
| Traction Financial Partners, LLC | History | Added to | 273,938 | 12,565 | 7.74% | 3.46% | 19 | +146,869 | 115.58% | Q1 2026 | May 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 267,339 | 12,262 | 3.37% | 3.22% | 20 | +1,556 | 0.59% | Q1 2026 | May 12, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 264,295 | 12,123 | 5.13% | 5.09% | 21 | +9,462 | 3.71% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 252,480 | 11,581 | 0.02% | 0.02% | 22 | +973 | 0.39% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 251,726 | 11,546 | 0.04% | — | 23 | +251,726 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 243,465 | 11,167 | 0.0% | 0.0% | 24 | -13,837 | -5.38% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 239,286 | 10,976 | 0.26% | 0.25% | 25 | -1,016 | -0.42% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 226,850 | 10,405 | 0.01% | 0.01% | 26 | -1,173 | -0.51% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 174,947 | 8,024 | 0.46% | 0.48% | 27 | +1,055 | 0.61% | Q1 2026 | May 14, 2026 |
| Accredited Investors Inc. | History | Reduced | 168,807 | 7,743 | 0.42% | 0.41% | 28 | -1,196 | -0.7% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 159,688 | 7,324 | 0.0% | 0.0% | 29 | +10,736 | 7.21% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 157,276 | 7,214 | 0.0% | 0.01% | 30 | +4,251 | 2.78% | Q1 2026 | May 12, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 156,382 | 7,173 | 1.02% | 1.07% | 31 | -6,988 | -4.28% | Q1 2026 | Apr 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 150,475 | 6,902 | 0.0% | 0.0% | 32 | +9,541 | 6.77% | Q1 2026 | May 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 147,544 | 6,767 | 0.21% | 0.22% | 33 | -116 | -0.08% | Q1 2026 | Apr 08, 2026 |
| Verum Partners LLC | History | Reduced | 143,143 | 6,565 | 1.25% | 1.34% | 34 | -1,518 | -1.05% | Q1 2026 | Apr 15, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 136,292 | 6,251 | 2.49% | 2.51% | 35 | -5,291 | -3.74% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 123,678 | 5,673 | 0.28% | 0.3% | 36 | -126 | -0.1% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,578 | 5,628 | 0.0% | 0.0% | 37 | +10,866 | 9.39% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 121,307 | 5,564 | 0.1% | 0.1% | 38 | -1,561 | -1.27% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | Added to | 120,617 | 5,532 | 0.01% | 0.01% | 39 | +153 | 0.13% | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Reduced | 115,971 | 5,319 | 0.34% | 0.35% | 40 | -472 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 115,498 | 5,297 | 0.01% | 0.01% | 41 | +4,553 | 4.1% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 114,558 | 5,254 | 0.03% | 0.03% | 42 | +2,819 | 2.52% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 112,388 | 5,155 | 0.01% | 0.01% | 43 | -4,800 | -4.1% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 112,200 | 5,146 | 0.33% | 0.32% | 44 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 99,279 | 4,553 | 3.23% | 0.0% | 45 | +99,193 | 115340.7% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 97,711 | 4,390 | 0.0% | 0.0% | 46 | +27,066 | 38.31% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 95,248 | 4,369 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 82,866 | 3,801 | 0.0% | 0.0% | 48 | +5,093 | 6.55% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Added to | 82,193 | 3,770 | 0.03% | 0.0% | 49 | +81,793 | 20448.25% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 81,466 | 3,736 | 0.01% | 0.02% | 50 | -177,230 | -68.51% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 78,928 | 3,620 | 0.0% | 0.0% | 51 | +1,472 | 1.9% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 77,061 | 3,534 | 0.73% | 0.78% | 52 | -75 | -0.1% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 76,879 | 3,526 | 0.81% | 0.75% | 53 | +4,740 | 6.57% | Q1 2026 | Apr 17, 2026 |
| Sound Stewardship, LLC | History | Reduced | 75,601 | 3,467 | 1.59% | 1.7% | 54 | -1,827 | -2.36% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | Added to | 73,203 | 3,357 | 0.04% | 0.03% | 55 | +47,262 | 182.19% | Q1 2026 | May 12, 2026 |
| Breakwater Capital Group | History | Added to | 58,377 | 2,677 | 0.36% | 0.36% | 56 | +2,718 | 4.88% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 57,955 | 2,658 | 0.0% | 0.01% | 57 | -86,537 | -59.89% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 55,588 | 2,549 | 0.0% | 0.0% | 58 | +5,723 | 11.48% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 50,415 | 2,501 | 0.04% | — | 59 | +50,415 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,464 | 2,498 | 0.0% | 0.0% | 60 | -19 | -0.03% | Q1 2026 | May 15, 2026 |
| Legacy Private Trust Co. | History | Reduced | 53,696 | 2,463 | 0.15% | 0.21% | 61 | -22,466 | -29.5% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53,608 | 2,459 | 0.14% | 0.14% | 62 | -1,216 | -2.22% | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 53,047 | 2,450 | 0.04% | 0.04% | 63 | -17 | -0.03% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,216 | 2,395 | 0.0% | 0.0% | 64 | +3,616 | 7.44% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,848 | 2,240 | 0.0% | 0.0% | 65 | +12,424 | 34.11% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 47,066 | 2,166 | 0.01% | 0.02% | 66 | -8,198 | -14.83% | Q1 2026 | May 12, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 45,246 | 2,075 | 1.21% | 1.24% | 67 | -344 | -0.75% | Q1 2026 | May 01, 2026 |
| Clarius Group, LLC | History | No change | 44,478 | 2,041 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 44,239 | 2,029 | 0.08% | 0.15% | 69 | -47,378 | -51.71% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 41,491 | 1,923 | 0.31% | 0.34% | 70 | -2,775 | -6.27% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,764 | 1,869 | 0.02% | 0.03% | 71 | -784 | -1.89% | Q1 2026 | May 15, 2026 |
| GSG Advisors LLC | History | Added to | 39,874 | 1,829 | 0.48% | 0.47% | 72 | +39 | 0.1% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 39,533 | 1,813 | 0.01% | 0.0% | 73 | +6,591 | 20.01% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,085 | 1,563 | 0.01% | 0.01% | 74 | -409 | -1.19% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 33,668 | 1,544 | 0.24% | 0.25% | 75 | -758 | -2.2% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,299 | 1,527 | 0.0% | 0.0% | 76 | +28,410 | 581.1% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 33,189 | 1,522 | 0.0% | 0.0% | 77 | +1,315 | 4.13% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 33,048 | 1,515 | 0.03% | 0.03% | 78 | +3,419 | 11.54% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 32,718 | 1,500 | 0.02% | 0.03% | 79 | -16,712 | -33.81% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Added to | 32,383 | 1,485 | 0.01% | 0.01% | 80 | +968 | 3.08% | Q1 2026 | May 04, 2026 |
| Evercore Wealth Management, LLC | History | No change | 31,160 | 1,429 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 30,390 | 1,393 | 0.07% | 0.08% | 82 | +474 | 1.58% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28,480 | 1,306 | 0.0% | 0.0% | 83 | -354 | -1.23% | Q1 2026 | May 07, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 28,100 | 1,288 | 0.67% | 0.84% | 84 | -509 | -1.78% | Q1 2026 | Apr 30, 2026 |
| KWB Wealth | History | Reduced | 26,992 | 1,238 | 0.12% | 0.12% | 85 | -354 | -1.29% | Q1 2026 | Apr 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 26,554 | 1,218 | 0.02% | 0.02% | 86 | -660 | -2.43% | Q1 2026 | May 01, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 25,072 | 1,150 | 0.13% | 0.14% | 87 | +9 | 0.04% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 24,932 | 1,143 | 0.01% | 0.01% | 88 | +2,856 | 12.94% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,257 | 1,073 | 0.0% | 0.0% | 89 | +1,143 | 4.95% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 23,098 | 1,059 | 0.25% | 0.23% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 22,798 | 1,045 | 0.01% | 0.01% | 91 | +2,638 | 13.09% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,764 | 1,044 | 0.0% | 0.0% | 92 | -342 | -1.48% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | No change | 22,425 | 1,029 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 22,267 | 1,021 | 0.01% | 0.01% | 94 | -446 | -1.96% | Q1 2026 | Apr 30, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 21,970 | 1,007 | 0.11% | 0.11% | 95 | -470 | -2.09% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 20,862 | 956 | 0.49% | 0.5% | 96 | +811 | 4.04% | Q1 2026 | Apr 10, 2026 |
| Smith Salley Wealth Management | History | No change | 20,743 | 951 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 20,096 | 921 | 0.0% | 0.0% | 98 | +41 | 0.2% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,380 | 888 | 0.01% | 0.01% | 99 | -567 | -2.84% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | Reduced | 19,356 | 887 | 0.22% | 0.23% | 100 | -483 | -2.43% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 18,928 | 868 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,503 | 848 | 0.01% | 0.01% | 102 | -225 | -1.2% | Q1 2026 | May 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 18,455 | 846 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 18,420 | 844 | 0.0% | 0.0% | 104 | +1,965 | 11.94% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 18,400 | 844 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 17,872 | 819 | 0.05% | 0.06% | 106 | -406 | -2.22% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,526 | 803 | 0.04% | 0.04% | 107 | -2,337 | -11.77% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Reduced | 17,367 | 796 | 0.04% | 0.08% | 108 | -19,395 | -52.76% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 17,200 | 788 | 0.01% | 0.0% | 109 | +11,617 | 208.08% | Q1 2026 | Apr 15, 2026 |
| Advance Capital Management, Inc. | History | Added to | 17,172 | 787 | 0.03% | 0.03% | 110 | +492 | 2.95% | Q1 2026 | Apr 29, 2026 |
| Legacy Trust | History | No change | 17,065 | 782 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,985 | 779 | 0.0% | 0.0% | 112 | -71 | -0.42% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Reduced | 16,572 | 760 | 0.0% | 0.0% | 113 | -700 | -4.05% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 15,652 | 717 | 0.0% | — | 114 | +15,652 | New | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 15,459 | 709 | 0.0% | 0.0% | 115 | +2,545 | 19.71% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,994 | 687 | 0.0% | 0.0% | 117 | -11,378 | -43.14% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,982 | 687 | 0.05% | 0.04% | 116 | +844 | 5.97% | Q1 2026 | Apr 20, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,500 | 680 | 0.13% | 0.13% | 118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 14,205 | 651 | 0.52% | 0.54% | 119 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 14,094 | 646 | 0.01% | 0.01% | 120 | +1,495 | 11.87% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,911 | 638 | 0.0% | 0.0% | 121 | +12,046 | 645.9% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,855 | 635 | 0.0% | 0.0% | 122 | +1,640 | 13.43% | Q1 2026 | Jun 02, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,678 | 627 | 0.0% | — | 123 | +13,678 | New | Q1 2026 | May 13, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 13,633 | 625 | 0.2% | 0.19% | 124 | -646 | -4.52% | Q1 2026 | Apr 28, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 13,466 | 617 | 0.1% | 0.1% | 125 | -86 | -0.63% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,445 | 616 | 0.0% | 0.0% | 126 | +4,716 | 54.03% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 13,136 | 602 | 0.01% | 0.01% | 127 | +2,497 | 23.47% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 12,997 | 596 | 0.08% | 0.07% | 128 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,850 | 589 | 0.0% | 0.0% | 129 | +2,467 | 23.76% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,748 | 584 | 0.02% | 0.02% | 130 | -3,152 | -19.82% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,477 | 572 | 0.0% | 0.0% | 131 | +546 | 4.58% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 12,419 | 569 | 0.0% | 0.0% | 132 | +7,356 | 145.29% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,336 | 565 | 0.04% | 0.04% | 133 | +3 | 0.02% | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 12,122 | 556 | 0.16% | 0.18% | 134 | -984 | -7.51% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 11,984 | 549 | 0.0% | 0.0% | 135 | +5,904 | 97.11% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 11,825 | 542 | 0.0% | 0.0% | 136 | +25 | 0.21% | Q1 2026 | May 26, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 11,574 | 530 | 0.19% | 0.1% | 137 | +5,616 | 94.26% | Q1 2026 | Apr 09, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 11,549 | 529 | 0.03% | 0.04% | 138 | -17 | -0.15% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,413 | 523 | 0.03% | 0.03% | 139 | +3 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,263 | 516 | 0.02% | 0.03% | 140 | -997 | -8.13% | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 11,004 | 504 | 0.27% | 0.27% | 141 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 10,938 | 501 | 0.01% | 0.01% | 143 | +3 | 0.03% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,930 | 501 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 10,849 | 497 | 0.13% | 0.14% | 144 | -54 | -0.5% | Q1 2026 | May 05, 2026 |
| Virtus Family Office LLC | History | New | 10,501 | 481 | 0.41% | — | 146 | +10,501 | New | Q1 2026 | May 06, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 10,500 | 481 | 0.15% | 0.14% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trailhead Planners LLC | History | No change | 10,460 | 479 | 0.46% | 0.47% | 147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,409 | 477 | 0.01% | 0.0% | 148 | +4,928 | 89.91% | Q1 2026 | Apr 17, 2026 |
| Navigate Wealth Management, LLC | History | New | 9,451 | 475 | 0.33% | — | 149 | +9,451 | New | Q1 2026 | Apr 27, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 10,155 | 465 | 0.01% | 0.02% | 150 | -415 | -3.93% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,006 | 458 | 0.05% | 0.05% | 151 | +3 | 0.03% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 9,855 | 452 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,775 | 448 | 0.05% | 0.05% | 153 | -490 | -4.77% | Q1 2026 | May 01, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,725 | 446 | 0.13% | 0.14% | 154 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,669 | 443 | 0.27% | 0.3% | 155 | -126 | -1.29% | Q1 2026 | May 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 9,467 | 434 | 0.16% | 0.14% | 156 | +849 | 9.85% | Q1 2026 | May 06, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 8,880 | 407 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 8,622 | 395 | 0.01% | 0.01% | 158 | -169 | -1.92% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,432 | 386 | 0.0% | 0.0% | 159 | +264 | 3.23% | Q1 2026 | May 12, 2026 |
| Invariant Investment Management | History | No change | 8,000 | 384 | 0.24% | 0.25% | 160 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,304 | 383 | 0.0% | 0.0% | 161 | +2,357 | 39.63% | Q1 2026 | Apr 07, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 8,331 | 382 | 0.17% | 0.18% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,204 | 376 | 0.0% | 0.0% | 163 | +530 | 6.91% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,181 | 375 | 0.0% | 0.0% | 164 | +3,119 | 61.62% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,056 | 369 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | No change | 7,975 | 365 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,805 | 358 | 0.01% | 0.01% | 167 | -6 | -0.08% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 7,746 | 355 | 0.0% | 0.0% | 168 | +2,425 | 45.57% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,745 | 355 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,698 | 353 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,420 | 340 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 7,410 | 339 | 0.01% | 0.01% | 172 | +295 | 4.15% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | No change | 7,356 | 337 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 7,306 | 335 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 7,252 | 332 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 7,150 | 327 | 0.03% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,122 | 326 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 7,042 | 323 | 0.06% | 0.07% | 179 | +6 | 0.09% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 7,044 | 323 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,986 | 320 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,913 | 317 | 0.0% | 0.0% | 181 | +191 | 2.84% | Q1 2026 | May 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 6,800 | 311 | 0.06% | 0.07% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COURIER CAPITAL LLC | History | No change | 6,750 | 309 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,689 | 306 | 0.0% | 0.0% | 184 | -10 | -0.15% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,604 | 303 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Alternatives, Inc | History | Reduced | 6,563 | 301 | 0.16% | 0.18% | 186 | -130 | -1.94% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Reduced | 6,495 | 297 | 0.0% | 0.0% | 187 | -690 | -9.6% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,470 | 296 | 0.0% | — | 188 | +6,470 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 6,415 | 294 | 0.0% | 0.0% | 189 | -968 | -13.11% | Q1 2026 | May 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,000 | 275 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 5,838 | 267 | 0.11% | 0.11% | 191 | +14 | 0.24% | Q1 2026 | Apr 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,790 | 265 | 0.01% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,768 | 264 | 0.0% | 0.0% | 193 | +275 | 5.01% | Q1 2026 | May 13, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,714 | 262 | 0.06% | 0.06% | 194 | -9 | -0.16% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,720 | 262 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,600 | 261 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,674 | 260 | 0.0% | 0.0% | 198 | -232 | -3.93% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 5,670 | 260 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | No change | 5,485 | 251 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5,446 | 249 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,332 | 244 | 0.0% | 0.0% | 201 | +369 | 7.44% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,270 | 241 | 0.0% | — | 202 | +5,270 | New | Q1 2026 | May 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 5,263 | 241 | 0.0% | — | 203 | +5,263 | New | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,224 | 240 | 0.0% | 0.0% | 204 | +456 | 9.56% | Q1 2026 | Apr 07, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,175 | 237 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Intellus Advisors LLC | History | No change | 5,165 | 236 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 5,100 | 233 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 5,022 | 230 | 0.0% | 0.0% | 208 | -377 | -6.98% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,020 | 230 | 0.0% | 0.01% | 209 | -107 | -2.09% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,961 | 227 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | New | 4,914 | 225 | 0.01% | — | 211 | +4,914 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 4,904 | 224 | 0.01% | 0.01% | 212 | +10 | 0.2% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | No change | 4,889 | 224 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wedmont Private Capital | History | Reduced | 4,631 | 221 | 0.01% | 0.01% | 214 | -115 | -2.42% | Q1 2026 | Apr 09, 2026 |
| NORDEN GROUP LLC | History | New | 4,757 | 218 | 0.02% | — | 215 | +4,757 | New | Q1 2026 | Apr 15, 2026 |
| HM PAYSON & CO | History | No change | 4,725 | 216 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 4,674 | 214 | 0.02% | 0.02% | 217 | -2,100 | -31.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,648 | 213 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 4,628 | 212 | 0.04% | 0.03% | 219 | +678 | 17.16% | Q1 2026 | May 11, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 4,623 | 212 | 0.18% | 0.19% | 220 | -185 | -3.85% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,560 | 209 | 0.0% | 0.0% | 221 | +6 | 0.13% | Q1 2026 | May 01, 2026 |
| Western Financial Corp/CA | History | New | 4,480 | 205 | 0.08% | — | 223 | +4,480 | New | Q1 2026 | Apr 22, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 4,476 | 205 | 0.01% | 0.01% | 222 | +21 | 0.47% | Q1 2026 | May 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4,405 | 202 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fusion Capital, LLC | History | Added to | 4,396 | 201 | 0.05% | 0.06% | 225 | +10 | 0.23% | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | New | 4,186 | 200 | 0.01% | — | 226 | +4,186 | New | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 4,340 | 199 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,330 | 198 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,106 | 188 | 0.0% | 0.0% | 229 | -628 | -13.27% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,015 | 184 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | No change | 4,006 | 183 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 3,874 | 177 | 0.01% | 0.01% | 232 | -628 | -13.95% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 3,629 | 166 | 0.01% | 0.01% | 233 | -129 | -3.43% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,347 | 153 | 0.0% | 0.0% | 234 | +1,514 | 82.6% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,193 | 146 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RMG Wealth Management LLC | History | New | 2,858 | 145 | 0.02% | — | 236 | +2,858 | New | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,114 | 142 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHI TRUST Co LLC | History | No change | 3,070 | 140 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,989 | 137 | 0.0% | — | 239 | +2,989 | New | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,695 | 123 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,680 | 122 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | No change | 2,642 | 121 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,568 | 117 | 0.0% | 0.0% | 243 | +232 | 9.93% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 2,500 | 114 | 0.06% | 0.9% | 245 | -35,794 | -93.47% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,500 | 114 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,380 | 109 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,361 | 108 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 2,354 | 107 | 0.0% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,148 | 98 | 0.03% | — | 249 | +2,148 | New | Q1 2026 | Apr 13, 2026 |
| Pioneer Family Office, LLC | History | No change | 2,105 | 96 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | No change | 2,064 | 94 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 1,855 | 85 | 0.01% | — | 252 | +1,855 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | Reduced | 1,773 | 81 | 0.02% | 0.02% | 253 | -1 | -0.06% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,732 | 79 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,727 | 79 | 0.0% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 1,625 | 74 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,599 | 73 | 0.06% | 0.06% | 257 | +4 | 0.25% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,337 | 61 | 0.0% | 0.0% | 258 | -343 | -20.42% | Q1 2026 | May 08, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,313 | 60 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,304 | 59 | 0.01% | 0.01% | 260 | -19 | -1.44% | Q1 2026 | Apr 30, 2026 |
| Sachetta, LLC | History | Added to | 1,105 | 50 | 0.03% | 0.03% | 261 | +2 | 0.18% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,055 | 48 | 0.0% | — | 262 | +1,055 | New | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | No change | 1,020 | 47 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clearstead Trust, LLC | History | No change | 983 | 45 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 968 | 44 | 0.0% | 0.0% | 265 | +340 | 54.14% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Added to | 918 | 42 | 0.01% | 0.01% | 267 | +1 | 0.11% | Q1 2026 | Apr 10, 2026 |
| BOKF, NA | History | No change | 919 | 42 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hoese & Co LLP | History | No change | 860 | 39 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Coastline Trust Co | History | New | 825 | 37 | 0.0% | — | 269 | +825 | New | Q1 2026 | Apr 03, 2026 |
| HOWE & RUSLING INC | History | Reduced | 725 | 33 | 0.0% | 0.0% | 270 | -305 | -29.61% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 700 | 32 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 680 | 31 | 0.0% | 0.01% | 272 | -611 | -47.33% | Q1 2026 | Apr 28, 2026 |
| Red Tortoise LLC | History | No change | 625 | 28 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 515 | 24 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Perkins Coie Trust Co | History | No change | 525 | 24 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 512 | 23 | 0.01% | 0.01% | 276 | -238 | -31.73% | Q1 2026 | May 04, 2026 |
| MCF Advisors LLC | History | No change | 511 | 23 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 475 | 21 | 0.0% | — | 279 | +475 | New | Q1 2026 | May 11, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 460 | 21 | 0.01% | — | 280 | +460 | New | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | No change | 470 | 21 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 443 | 20 | 0.0% | — | 281 | +443 | New | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 423 | 19 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 360 | 18 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 378 | 17 | 0.0% | 0.0% | 285 | -1 | -0.26% | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 390 | 17 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Align Financial, LLC | History | Reduced | 354 | 16 | 0.01% | 0.01% | 286 | -15,891 | -97.82% | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | New | 317 | 14 | 0.0% | — | 289 | +317 | New | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 320 | 14 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 320 | 14 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 295 | 13 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 271 | 12 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 243 | 11 | 0.0% | 0.0% | 292 | +1 | 0.41% | Q1 2026 | Apr 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Activest Wealth Management | History | No change | 258 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 240 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | No change | 238 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 224 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fairway Wealth LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 175 | 8 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 177 | 8 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |