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 | No change | 2,829,358 | 157,793 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,398,235 | 77,979 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,300,997 | 72,556 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 1,071,783 | 59,773 | 0.35% | 0.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,034,707 | 57,705 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,031,039 | 57,501 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,010,685 | 56,365 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 834,775 | 43,683 | 4.98% | 5.08% | 8 | +29,257 | 3.63% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 767,863 | 42,824 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 739,179 | 41,224 | 1.48% | 1.48% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 634,759 | 35,400 | 0.84% | 0.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 661,168 | 34,598 | 2.55% | 3.23% | 12 | -101,695 | -13.33% | Q3 2026 | Oct 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 428,374 | 22,626 | 0.03% | 0.04% | 13 | +5,948 | 1.41% | Q3 2026 | Oct 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 355,967 | 19,852 | 1.09% | 1.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 293,041 | 16,342 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 288,249 | 16,075 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 286,779 | 15,993 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Traction Financial Partners, LLC | History | No change | 285,584 | 15,927 | 8.46% | 8.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 264,693 | 13,851 | 5.04% | 5.56% | 19 | -1,728 | -0.65% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 247,800 | 13,819 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 263,550 | 13,791 | 2.94% | 3.65% | 21 | +1,918 | 0.73% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 241,394 | 13,462 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 241,085 | 13,445 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 224,734 | 12,533 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 223,907 | 12,487 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 220,300 | 12,286 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 231,309 | 12,104 | 0.19% | 0.24% | 27 | -2,952 | -1.26% | Q3 2026 | Nov 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 179,531 | 10,012 | 0.52% | 0.52% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 170,419 | 8,918 | 0.0% | 0.01% | 29 | +7,382 | 4.53% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 165,124 | 8,640 | 0.25% | 0.26% | 30 | +3,719 | 2.3% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 154,161 | 8,515 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 159,848 | 8,364 | 0.36% | 0.39% | 32 | -1,867 | -1.15% | Q3 2026 | Nov 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 151,019 | 7,902 | 0.0% | 0.0% | 33 | -2,200 | -1.44% | Q3 2026 | Nov 05, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 147,739 | 7,731 | 0.97% | 1.09% | 34 | -5,925 | -3.86% | Q3 2026 | Oct 19, 2026 |
| Ducere Wealth Management LLC | History | No change | 126,030 | 7,028 | 2.11% | 2.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 123,550 | 6,890 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116,848 | 6,516 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 123,687 | 6,472 | 0.27% | 0.29% | 38 | +1,212 | 0.99% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 115,881 | 6,462 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 115,153 | 6,422 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 120,599 | 6,310 | 3.5% | 3.58% | 41 | +12,679 | 11.75% | Q3 2026 | Oct 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 117,126 | 6,129 | 0.09% | 0.1% | 42 | +70 | 0.06% | Q3 2026 | Oct 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 112,200 | 5,871 | 0.33% | 0.36% | 43 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 103,683 | 5,782 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 102,790 | 5,732 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 104,432 | 5,720 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 95,879 | 5,347 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 95,855 | 5,345 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 99,470 | 5,205 | 0.7% | 0.75% | 49 | -80 | -0.08% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 92,421 | 5,154 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verum Partners LLC | History | Reduced | 97,442 | 5,099 | 0.82% | 1.14% | 51 | -39,627 | -28.91% | Q3 2026 | Oct 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,622 | 4,942 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 85,663 | 4,482 | 0.87% | 0.87% | 53 | +6,860 | 8.71% | Q3 2026 | Oct 16, 2026 |
| Sound Stewardship, LLC | History | No change | 75,200 | 3,935 | 1.6% | 1.73% | 54 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 74,606 | 3,904 | 0.59% | 0.69% | 55 | -697 | -0.93% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,128 | 3,520 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 59,764 | 3,333 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 58,058 | 3,237 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Added to | 59,025 | 3,088 | 0.37% | 0.39% | 59 | +94 | 0.16% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,298 | 3,050 | 0.0% | 0.01% | 60 | -21,742 | -27.16% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 53,047 | 2,958 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 52,222 | 2,732 | 0.14% | 0.15% | 62 | -3,344 | -6.02% | Q3 2026 | Nov 03, 2026 |
| Legacy Private Trust Co. | History | Reduced | 52,095 | 2,726 | 0.15% | 0.16% | 63 | -286 | -0.55% | Q3 2026 | Oct 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 51,251 | 2,697 | 0.04% | 0.05% | 64 | +983 | 1.96% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 51,251 | 2,697 | 0.04% | 0.05% | 65 | +983 | 1.96% | Q3 2026 | Oct 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 50,849 | 2,660 | 0.08% | 0.08% | 66 | +4,406 | 9.49% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 46,319 | 2,583 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Charles Schwab Trust Co | History | Reduced | 49,280 | 2,578 | 0.15% | 0.34% | 68 | -59,998 | -54.9% | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 48,539 | 2,540 | 0.05% | 0.04% | 69 | +9,781 | 25.24% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 42,267 | 2,357 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 41,686 | 2,324 | 1.28% | 1.28% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 40,770 | 2,273 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 39,784 | 2,218 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 40,303 | 2,127 | 0.01% | 0.01% | 74 | -3,716 | -8.44% | Q3 2026 | Oct 16, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 40,300 | 2,108 | 0.3% | 0.34% | 75 | -2,087 | -4.92% | Q3 2026 | Oct 07, 2026 |
| GSG Advisors LLC | History | Added to | 39,949 | 2,090 | 0.44% | 0.49% | 76 | +43 | 0.11% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,231 | 1,909 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Savant Capital, LLC | History | No change | 33,847 | 1,887 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,966 | 1,829 | 0.01% | 0.01% | 79 | -25 | -0.07% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 31,903 | 1,779 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 31,160 | 1,737 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 32,577 | 1,704 | 0.0% | 0.0% | 82 | +138 | 0.43% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,362 | 1,637 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 30,390 | 1,590 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,354 | 1,525 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,095 | 1,455 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KWB Wealth | History | Reduced | 27,168 | 1,421 | 0.12% | 0.13% | 87 | -9 | -0.03% | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 27,059 | 1,416 | 0.21% | 0.26% | 88 | -5,085 | -15.82% | Q3 2026 | Oct 28, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 26,631 | 1,393 | 0.94% | 0.99% | 89 | +339 | 1.29% | Q3 2026 | Oct 20, 2026 |
| Independent Advisor Alliance | History | No change | 24,155 | 1,347 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 24,030 | 1,340 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 25,219 | 1,319 | 0.02% | 0.02% | 92 | -945 | -3.61% | Q3 2026 | Oct 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 25,089 | 1,312 | 0.13% | 0.13% | 93 | +9 | 0.04% | Q3 2026 | Oct 19, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,908 | 1,277 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BRIGHTON JONES LLC | History | Added to | 24,323 | 1,272 | 0.02% | 0.03% | 95 | +75 | 0.31% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 22,558 | 1,258 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 21,970 | 1,225 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 21,920 | 1,222 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 22,687 | 1,187 | 0.23% | 0.34% | 99 | -411 | -1.78% | Q3 2026 | Oct 27, 2026 |
| MAI Capital Management | History | No change | 19,942 | 1,112 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 20,944 | 1,096 | 0.5% | 0.53% | 101 | +213 | 1.03% | Q3 2026 | Oct 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,631 | 1,094 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 20,135 | 1,053 | 0.0% | 0.0% | 103 | -1,729 | -7.91% | Q3 2026 | Nov 04, 2026 |
| Integrated Advisors Network LLC | History | Added to | 20,010 | 1,047 | 0.05% | 0.05% | 104 | +112 | 0.56% | Q3 2026 | Oct 20, 2026 |
| Pacific Center for Financial Services | History | Added to | 19,394 | 1,014 | 0.21% | 0.24% | 105 | +22 | 0.11% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 19,173 | 1,003 | 0.01% | 0.02% | 106 | +275 | 1.46% | Q3 2026 | Nov 03, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 17,940 | 1,000 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 17,865 | 996 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advance Capital Management, Inc. | History | No change | 17,680 | 985 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 18,406 | 963 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Legacy Trust | History | No change | 17,065 | 951 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,629 | 922 | 0.0% | 0.01% | 112 | -942 | -5.07% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,412 | 911 | 0.0% | 0.0% | 114 | +809 | 4.87% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,347 | 911 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 16,260 | 906 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 17,076 | 893 | 0.0% | 0.0% | 116 | +3,806 | 28.68% | Q3 2026 | Nov 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 16,725 | 875 | 0.01% | 0.01% | 117 | +2,509 | 17.65% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,566 | 866 | 0.01% | 0.0% | 118 | +7,732 | 87.53% | Q3 2026 | Oct 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 16,505 | 863 | 0.28% | 0.27% | 119 | +1,639 | 11.03% | Q3 2026 | Oct 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,269 | 851 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 16,040 | 839 | 0.01% | 0.01% | 121 | +10,015 | 166.22% | Q3 2026 | Oct 16, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 15,494 | 810 | 0.01% | 0.01% | 122 | -703 | -4.34% | Q3 2026 | Oct 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,456 | 806 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 15,364 | 804 | 0.02% | 0.02% | 124 | +227 | 1.5% | Q3 2026 | Nov 05, 2026 |
| RiverFront Investment Group, LLC | History | No change | 14,094 | 786 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 13,968 | 778 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,857 | 772 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 13,761 | 767 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 13,693 | 763 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 13,278 | 740 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vertex Planning Partners, LLC | History | No change | 13,149 | 733 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 13,927 | 728 | 0.54% | 0.58% | 132 | -278 | -1.96% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 13,559 | 709 | 0.01% | 0.01% | 133 | -4,947 | -26.73% | Q3 2026 | Oct 15, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,500 | 706 | 0.13% | 0.13% | 134 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,647 | 705 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 13,466 | 704 | 0.1% | 0.11% | 136 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,338 | 688 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 12,319 | 687 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | No change | 12,740 | 666 | 0.51% | 0.56% | 139 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,800 | 658 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 12,442 | 651 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,083 | 618 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 11,018 | 614 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 11,004 | 613 | 0.32% | 0.32% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 11,458 | 599 | 0.16% | 0.18% | 145 | -595 | -4.94% | Q3 2026 | Oct 27, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 10,500 | 585 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,303 | 574 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 10,086 | 562 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 10,055 | 560 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EnRich Financial Partners LLC | History | No change | 10,595 | 554 | 0.13% | 0.14% | 150 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 10,400 | 544 | 0.03% | 0.03% | 151 | -45 | -0.43% | Q3 2026 | Oct 20, 2026 |
| Wedmont Private Capital | History | Added to | 10,291 | 543 | 0.01% | 0.01% | 152 | +5,660 | 122.22% | Q3 2026 | Oct 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,396 | 524 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,011 | 523 | 0.05% | 0.06% | 154 | +3 | 0.03% | Q3 2026 | Oct 28, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 9,855 | 515 | 0.06% | 0.07% | 155 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,179 | 511 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,725 | 508 | 0.13% | 0.14% | 157 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Navigate Wealth Management, LLC | History | No change | 9,385 | 498 | 0.3% | 0.32% | 158 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 9,451 | 494 | 0.29% | 0.32% | 159 | -192 | -1.99% | Q3 2026 | Oct 16, 2026 |
| HB Wealth Management, LLC | History | New | 9,348 | 489 | 0.0% | — | 160 | +9,348 | New | Q3 2026 | Oct 23, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 9,297 | 486 | 0.15% | 0.17% | 161 | -175 | -1.85% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,546 | 476 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | Added to | 8,926 | 467 | 0.02% | 0.02% | 163 | +951 | 11.92% | Q3 2026 | Oct 20, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 8,346 | 465 | 0.18% | 0.18% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 8,880 | 464 | 0.04% | 0.05% | 165 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PFG Advisors | History | Reduced | 8,798 | 460 | 0.02% | 0.03% | 166 | -1,223 | -12.2% | Q3 2026 | Oct 15, 2026 |
| Sigma Planning Corp | History | Reduced | 8,535 | 446 | 0.01% | 0.01% | 167 | -544 | -5.99% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,932 | 442 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,805 | 435 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 7,781 | 433 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 7,745 | 432 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,757 | 432 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,698 | 429 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,686 | 428 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 8,194 | 428 | 0.04% | 0.05% | 175 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Invariant Investment Management | History | No change | 8,000 | 425 | 0.25% | 0.26% | 176 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,056 | 421 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,420 | 413 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 7,754 | 405 | 0.01% | 0.01% | 179 | +398 | 5.41% | Q3 2026 | Nov 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,234 | 403 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | No change | 7,150 | 398 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,502 | 392 | 0.0% | — | 182 | +7,502 | New | Q3 2026 | Oct 16, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 7,252 | 379 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,781 | 378 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 7,195 | 376 | 0.01% | 0.01% | 185 | -32 | -0.44% | Q3 2026 | Oct 30, 2026 |
| Trailhead Planners LLC | History | No change | 6,685 | 372 | 0.36% | 0.36% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 6,495 | 362 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Alternatives, Inc | History | No change | 6,463 | 360 | 0.18% | 0.18% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 6,429 | 358 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,395 | 356 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 6,800 | 355 | 0.06% | 0.07% | 191 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,360 | 354 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | No change | 6,750 | 353 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,593 | 344 | 0.01% | 0.0% | 194 | +2,151 | 48.42% | Q3 2026 | Nov 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,746 | 320 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 6,000 | 313 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,887 | 308 | 0.01% | 0.01% | 197 | +167 | 2.92% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,855 | 306 | 0.0% | 0.0% | 198 | +1,519 | 35.03% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 5,859 | 306 | 0.0% | 0.0% | 199 | +890 | 17.91% | Q3 2026 | Oct 21, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 5,790 | 302 | 0.01% | 0.02% | 200 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 5,754 | 301 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Vident Advisory, LLC | History | No change | 5,383 | 300 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 5,689 | 297 | 0.06% | 0.06% | 204 | -8 | -0.14% | Q3 2026 | Oct 09, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 5,600 | 297 | 0.01% | 0.02% | 203 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BIP Wealth, LLC | History | No change | 5,539 | 289 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Intellus Advisors LLC | History | No change | 5,165 | 288 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 5,485 | 287 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,474 | 286 | 0.01% | 0.01% | 208 | +797 | 17.04% | Q3 2026 | Oct 21, 2026 |
| Ancora Advisors LLC | History | No change | 5,100 | 284 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,332 | 279 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Capital Analysts, LLC | History | No change | 4,914 | 274 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,885 | 272 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,170 | 270 | 0.0% | 0.0% | 213 | -96 | -1.82% | Q3 2026 | Nov 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,175 | 270 | 0.0% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,092 | 266 | 0.0% | 0.01% | 215 | -5,146 | -50.26% | Q3 2026 | Oct 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,066 | 265 | 0.0% | 0.0% | 216 | +2 | 0.04% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 5,032 | 263 | 0.01% | 0.01% | 218 | -114 | -2.22% | Q3 2026 | Nov 04, 2026 |
| HM PAYSON & CO | History | No change | 4,725 | 263 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JMG Financial Group, Ltd. | History | No change | 4,703 | 262 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,965 | 260 | 0.0% | 0.0% | 220 | -155 | -3.03% | Q3 2026 | Oct 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,961 | 259 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,945 | 258 | 0.0% | 0.0% | 222 | +1,025 | 26.15% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,777 | 252 | 0.0% | 0.01% | 223 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MBL Wealth, LLC | History | No change | 4,789 | 250 | 0.01% | 0.02% | 224 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,446 | 247 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 4,704 | 246 | 0.08% | 0.08% | 226 | +238 | 5.33% | Q3 2026 | Oct 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,635 | 243 | 0.0% | 0.0% | 227 | +48 | 1.05% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,354 | 242 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,330 | 241 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASPIRIANT, LLC | History | New | 4,589 | 240 | 0.01% | — | 231 | +4,589 | New | Q3 2026 | Oct 16, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 4,320 | 240 | 0.14% | 0.14% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 4,474 | 234 | 0.01% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Index Fund Advisors, Inc. | History | No change | 4,455 | 233 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,165 | 232 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fusion Capital, LLC | History | Added to | 4,415 | 231 | 0.05% | 0.06% | 236 | +11 | 0.25% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,145 | 231 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,114 | 229 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,100 | 228 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,070 | 226 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hirtle & Co., LLC | History | No change | 4,042 | 225 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4,300 | 225 | 0.05% | 0.06% | 241 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Martin Capital Partners, LLC | History | No change | 4,273 | 223 | 0.08% | 0.09% | 242 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Plancorp, LLC | History | No change | 4,186 | 222 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,190 | 219 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,911 | 218 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Financial Corp/CA | History | Reduced | 4,128 | 216 | 0.07% | 0.07% | 247 | -354 | -7.9% | Q3 2026 | Oct 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 3,881 | 216 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewCorp Financial Services, Inc. | History | Reduced | 4,051 | 212 | 0.16% | 0.18% | 248 | -160 | -3.8% | Q3 2026 | Oct 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,618 | 201 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Columbia Bank | History | No change | 3,849 | 201 | 0.04% | 0.05% | 250 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Reduced | 3,823 | 200 | 0.09% | 0.1% | 251 | -100 | -2.55% | Q3 2026 | Oct 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,629 | 189 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,232 | 180 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,071 | 171 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 3,001 | 167 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,193 | 167 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,114 | 162 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AE Wealth Management LLC | History | No change | 2,789 | 155 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 2,758 | 153 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMG Wealth Management LLC | History | New | 2,858 | 150 | 0.02% | — | 260 | +2,858 | New | Q3 2026 | Oct 26, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,680 | 140 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 2,510 | 139 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,500 | 130 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Torren Management, LLC | History | No change | 2,500 | 130 | 0.06% | 0.07% | 264 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,420 | 126 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,380 | 124 | 0.03% | 0.04% | 266 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | No change | 2,354 | 123 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,100 | 117 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 2,064 | 115 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pioneer Family Office, LLC | History | No change | 2,105 | 110 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vanguard National Trust Co | History | No change | 1,855 | 103 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,732 | 96 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,773 | 92 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Addison Advisors LLC | History | No change | 1,625 | 90 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,604 | 89 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,606 | 84 | 0.06% | 0.07% | 276 | +4 | 0.25% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,342 | 74 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 1,321 | 73 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,313 | 68 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,313 | 68 | 0.01% | 0.02% | 280 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Clearstead Trust, LLC | History | No change | 1,123 | 62 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | No change | 1,107 | 61 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,055 | 55 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 983 | 51 | 0.0% | 0.0% | 284 | +379 | 62.75% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Added to | 922 | 48 | 0.01% | 0.01% | 286 | +2 | 0.22% | Q3 2026 | Oct 26, 2026 |
| BOKF, NA | History | No change | 919 | 48 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hoese & Co LLP | History | No change | 860 | 45 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Coastline Trust Co | History | No change | 825 | 43 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Downshift Financial, LLC | History | Added to | 778 | 40 | 0.02% | 0.02% | 290 | +2 | 0.26% | Q3 2026 | Oct 13, 2026 |
| HOWE & RUSLING INC | History | No change | 725 | 40 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | Added to | 763 | 39 | 0.0% | 0.01% | 291 | +2 | 0.26% | Q3 2026 | Oct 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 680 | 37 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 679 | 37 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mosley Wealth Management | History | No change | 670 | 35 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Morling Financial Advisors, LLC | History | New | 646 | 33 | 0.01% | — | 295 | +646 | New | Q3 2026 | Oct 28, 2026 |
| CKW FINANCIAL GROUP | History | No change | 574 | 30 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Balance Wealth Partners LLC | History | New | 560 | 29 | 0.01% | — | 298 | +560 | New | Q3 2026 | Oct 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 515 | 29 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 538 | 28 | 0.01% | — | 299 | +528 | 5280.0% | Q3 2026 | Nov 02, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 525 | 27 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Allied Private Wealth LLC | History | No change | 515 | 27 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blue Trust, Inc. | History | Added to | 502 | 26 | 0.0% | 0.0% | 303 | +335 | 200.6% | Q3 2026 | Oct 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 513 | 26 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| New Republic Capital, LLC | History | No change | 470 | 26 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 500 | 26 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 423 | 23 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 443 | 23 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 427 | 22 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Dunhill Financial, LLC | History | No change | 379 | 21 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Align Financial, LLC | History | No change | 354 | 18 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Jacobi Capital Management LLC | History | New | 337 | 17 | 0.0% | — | 314 | +337 | New | Q3 2026 | Nov 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 320 | 17 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 317 | 17 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Co / SC | History | No change | 320 | 17 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 308 | 16 | 0.0% | 0.0% | 315 | +1 | 0.33% | Q3 2026 | Oct 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 295 | 16 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | No change | 295 | 15 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 271 | 15 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | Added to | 254 | 13 | 0.0% | 0.0% | 321 | +1 | 0.4% | Q3 2026 | Nov 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Crewe Advisors LLC | History | No change | 238 | 13 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Activest Wealth Management | History | No change | 259 | 13 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 240 | 13 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 244 | 12 | 0.0% | 0.0% | 324 | +1 | 0.41% | Q3 2026 | Oct 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 225 | 12 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 213 | 11 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fairway Wealth LLC | History | No change | 225 | 11 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 175 | 9 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 183 | 9 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Heritage Wealth Advisors | History | No change | 160 | 8 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 144 | 8 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 128 | 7 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cordant, Inc. | History | No change | 118 | 6 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 124 | 6 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 125 | 6 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocate Investing Services LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 77 | 4 | 0.0% | — | 343 | +77 | New | Q3 2026 | Nov 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 87 | 4 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 75 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CGC Financial Services, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 347 | -10 | -15.87% | Q3 2026 | Nov 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 38 | 1 | 0.0% | — | 351 | +38 | New | Q3 2026 | Oct 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 19 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -20,743 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Oxler Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -12,910 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,848 | -100.0% | Q3 2026 | Oct 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,774 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,370 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,315 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Maple Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,025 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -3,859 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Freedom Day Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,775 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Solitude Financial Services | History | Closed out | 0 | 0 | — | 0.06% | — | -3,750 | -100.0% | Q3 2026 | Oct 26, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,625 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,148 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,020 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -511 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 27, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |