INVESCO EXCHANGE-TRADED FUND TRUST - RPG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,546,105 | 98,718 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,365,052 | 87,158 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 892,298 | 56,973 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 872,804 | 55,728 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Security Advisor, Inc. | History | No change | 669,107 | 42,722 | 6.95% | 6.95% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marquette Asset Management, LLC | History | No change | 692,817 | 40,439 | 5.28% | 5.68% | 6 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HighTower Advisors, LLC | History | No change | 541,706 | 34,587 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 562,869 | 31,937 | 3.08% | 3.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 463,398 | 29,587 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 412,807 | 26,357 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 356,563 | 22,267 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 346,356 | 22,114 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 321,444 | 20,525 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 299,290 | 19,113 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 294,751 | 18,819 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 281,097 | 17,948 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 259,461 | 16,566 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 255,788 | 16,332 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 215,494 | 13,759 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 204,690 | 13,069 | 1.23% | 1.23% | 20 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trinity Wealth Management, LLC | History | No change | 169,218 | 10,804 | 3.43% | 3.43% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 162,228 | 10,358 | 0.13% | 0.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 150,607 | 9,616 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Auxano Advisors, LLC | History | No change | 137,391 | 8,772 | 1.66% | 1.66% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 134,552 | 8,591 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 132,541 | 8,462 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 130,149 | 8,310 | 4.85% | 4.85% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 122,668 | 7,832 | 0.65% | 0.65% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 115,547 | 7,377 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 108,945 | 6,956 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wolff Financial Management LLC | History | No change | 101,185 | 6,460 | 1.29% | 1.29% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 105,077 | 6,380 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global View Capital Management LLC | History | No change | 98,628 | 6,297 | 1.3% | 1.3% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 97,590 | 6,231 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | No change | 91,530 | 5,844 | 0.42% | 0.42% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 89,983 | 5,745 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 89,879 | 5,738 | 3.28% | 3.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 83,756 | 5,347 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 78,609 | 5,019 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 75,205 | 4,801 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Group Ltd | History | Reduced | 76,018 | 4,533 | 0.84% | 0.94% | 41 | -858 | -1.12% | Q3 2026 | Oct 07, 2026 |
| Cetera Investment Advisers | History | No change | 70,986 | 4,532 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 67,969 | 4,339 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 63,262 | 4,039 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Capital, LLC | History | No change | 61,765 | 3,943 | 3.23% | 3.23% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 60,765 | 3,879 | 1.11% | 1.11% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 65,968 | 3,831 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 59,223 | 3,781 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 58,410 | 3,729 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 56,176 | 3,586 | 1.84% | 1.84% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 55,008 | 3,512 | 0.47% | 0.47% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gimbal Financial | History | No change | 54,193 | 3,460 | 2.13% | 2.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 53,576 | 3,420 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 52,152 | 3,329 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 51,505 | 3,288 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 51,105 | 3,263 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 50,646 | 3,233 | 0.24% | 0.24% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plan Group Financial, LLC | History | No change | 48,303 | 3,084 | 0.64% | 0.64% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,799 | 2,860 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 41,570 | 2,654 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 40,907 | 2,611 | 0.27% | 0.27% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 40,301 | 2,573 | 0.52% | 0.52% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 39,608 | 2,529 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 38,395 | 2,451 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 36,688 | 2,342 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | No change | 36,641 | 2,339 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 36,503 | 2,330 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pure Financial Advisors, LLC | History | No change | 35,666 | 2,277 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 34,003 | 2,171 | 0.59% | 0.59% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 33,741 | 2,154 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 33,473 | 2,137 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 30,985 | 1,978 | 0.28% | 0.28% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 30,674 | 1,958 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 30,599 | 1,953 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 32,319 | 1,932 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nvest Financial, LLC | History | No change | 29,725 | 1,897 | 0.6% | 0.6% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,427 | 1,878 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 28,403 | 1,813 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Essex Financial Services, Inc. | History | No change | 28,225 | 1,802 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,971 | 1,785 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 27,399 | 1,749 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 26,770 | 1,709 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,690 | 1,704 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 25,393 | 1,621 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,738 | 1,579 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 24,520 | 1,565 | 0.28% | 0.28% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 24,467 | 1,562 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Trust | History | No change | 24,432 | 1,560 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,397 | 1,557 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 24,220 | 1,546 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vertex Planning Partners, LLC | History | No change | 23,608 | 1,507 | 0.22% | 0.22% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 23,593 | 1,506 | 0.32% | 0.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 23,468 | 1,498 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Center for Financial Services | History | No change | 23,094 | 1,474 | 0.33% | 0.33% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 22,439 | 1,432 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 21,308 | 1,360 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Point72 Asset Management, L.P. | History | No change | 21,234 | 1,355 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,806 | 1,328 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| May Hill Capital, LLC | History | No change | 20,800 | 1,328 | 0.28% | 0.28% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 20,740 | 1,324 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,630 | 1,317 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 20,553 | 1,312 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,475 | 1,307 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,269 | 1,305 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 20,171 | 1,287 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 19,966 | 1,274 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 22,000 | 1,256 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 19,513 | 1,245 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Detalus Advisors, LLC | History | No change | 19,448 | 1,241 | 0.24% | 0.24% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 19,226 | 1,227 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 19,214 | 1,226 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,537 | 1,183 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 18,487 | 1,180 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 18,235 | 1,164 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | No change | 17,700 | 1,130 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 17,534 | 1,119 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 17,256 | 1,101 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST BANCORPORATION INC | History | No change | 17,164 | 1,095 | 0.47% | 0.47% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PAX Financial Group, LLC | History | No change | 16,519 | 1,054 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 16,105 | 1,028 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,008 | 1,022 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,966 | 1,019 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Accurate Wealth Management, LLC | History | No change | 16,539 | 1,004 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 15,532 | 991 | 0.4% | 0.4% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 15,305 | 977 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,264 | 974 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Altium Investment Strategies LLC | History | No change | 15,875 | 963 | 1.39% | 1.39% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,905 | 951 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 14,871 | 949 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | No change | 14,351 | 916 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,251 | 909 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,838 | 883 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 13,351 | 852 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,356 | 852 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,319 | 850 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 13,210 | 843 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 13,121 | 837 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 13,045 | 832 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,941 | 826 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,913 | 824 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 12,804 | 817 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,638 | 806 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 12,379 | 790 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investors Research Corp | History | No change | 13,480 | 786 | 0.14% | 0.15% | 144 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WILLNER & HELLER, LLC | History | No change | 12,298 | 785 | 0.49% | 0.49% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 12,209 | 779 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 12,209 | 779 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 11,860 | 757 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 11,738 | 749 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers & Associates, LTD | History | No change | 11,720 | 748 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 11,594 | 740 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,182 | 713 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,152 | 712 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,354 | 694 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,354 | 694 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,423 | 665 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 10,619 | 642 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avestar Capital, LLC | History | No change | 10,008 | 639 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bawa N Mallick Trust | History | No change | 10,000 | 638 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | No change | 9,975 | 636 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,750 | 622 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 9,159 | 584 | 0.33% | 0.33% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,119 | 582 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | History | No change | 9,089 | 580 | 0.35% | 0.35% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 8,787 | 561 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 8,534 | 544 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 8,460 | 540 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,397 | 536 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,355 | 533 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,327 | 531 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,280 | 528 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,197 | 523 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 8,150 | 520 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kera Capital Partners, Inc. | History | No change | 8,145 | 520 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Towerpoint Wealth, LLC | History | No change | 7,965 | 508 | 0.18% | 0.18% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Well Done, LLC | History | No change | 7,740 | 494 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 7,665 | 489 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bay Rivers Group | History | No change | 7,584 | 484 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aries Wealth Management | History | No change | 7,540 | 481 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 7,460 | 476 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | No change | 7,461 | 476 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,444 | 475 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 7,270 | 464 | 0.15% | 0.15% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 7,272 | 464 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 7,266 | 463 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,189 | 459 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 7,152 | 457 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 7,036 | 449 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Counsel, LLC | History | No change | 6,780 | 432 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Diligent Investors, LLC | History | No change | 6,720 | 429 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 7,306 | 426 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,621 | 422 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,575 | 419 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 6,515 | 415 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 6,375 | 407 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | No change | 6,691 | 404 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,255 | 399 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tradewinds, LLC. | History | No change | 7,679 | 399 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 6,194 | 395 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,170 | 394 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,063 | 387 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,074 | 387 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROCKLAND TRUST CO | History | Added to | 6,587 | 384 | 0.01% | 0.01% | 203 | +1,842 | 38.82% | Q3 2026 | Oct 05, 2026 |
| Spire Wealth Management | History | No change | 5,770 | 368 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUEFG, LLC | History | No change | 5,607 | 358 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BankPlus Trust Department | History | No change | 5,565 | 355 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,025 | 351 | 0.03% | 0.21% | 207 | -38,884 | -86.58% | Q3 2026 | Oct 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 5,494 | 350 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 5,438 | 347 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 5,431 | 346 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 5,360 | 342 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,743 | 335 | 0.0% | 0.0% | 212 | -69 | -1.19% | Q3 2026 | Oct 08, 2026 |
| BlackRock, Inc. | History | No change | 5,250 | 335 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,095 | 325 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,080 | 324 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,090 | 324 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leisure Capital Management | History | No change | 5,000 | 319 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,822 | 318 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verum Partners LLC | History | No change | 4,990 | 318 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fulcrum Equity Management | History | No change | 4,973 | 317 | 0.23% | 0.23% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 4,955 | 316 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 4,805 | 306 | 0.2% | 0.2% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,727 | 301 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,670 | 298 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 4,658 | 297 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,544 | 290 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Legacy Advisors, LLC | History | No change | 4,439 | 283 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,426 | 282 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,380 | 279 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,348 | 277 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 4,326 | 276 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hoese & Co LLP | History | No change | 4,310 | 275 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PDS Planning, Inc | History | No change | 4,270 | 272 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accredited Investors Inc. | History | No change | 4,214 | 269 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,185 | 267 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,145 | 264 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,133 | 263 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 4,125 | 263 | 0.12% | 0.12% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,022 | 256 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,000 | 255 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,981 | 254 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 3,920 | 250 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 3,875 | 247 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 3,875 | 247 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,845 | 245 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 3,799 | 242 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 3,770 | 240 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,588 | 229 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,500 | 223 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 3,503 | 223 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Trust Co | History | No change | 3,380 | 215 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,359 | 214 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 3,365 | 214 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisory Group | History | No change | 3,325 | 212 | 0.13% | 0.13% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maple Capital Management, Inc. | History | No change | 3,265 | 208 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 3,258 | 208 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,265 | 208 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,182 | 203 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,053 | 194 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,027 | 193 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,985 | 190 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TSFG, LLC | History | No change | 2,740 | 175 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,964 | 173 | 0.01% | 0.01% | 263 | +462 | 18.47% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 2,369 | 151 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 2,310 | 147 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,255 | 143 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,057 | 131 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 1,876 | 119 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,730 | 110 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,692 | 104 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 1,433 | 91 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 1,397 | 89 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Leo H. Evart, Inc. | History | No change | 1,260 | 80 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,201 | 76 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 1,168 | 74 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,158 | 73 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,100 | 70 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,045 | 66 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SouthState Bank Corp | History | No change | 1,025 | 65 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,000 | 63 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Life Planners | History | No change | 939 | 59 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NWK Group, Inc. | History | No change | 900 | 57 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 906 | 56 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 888 | 56 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 853 | 54 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 821 | 52 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avion Wealth | History | No change | 821 | 52 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 795 | 50 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 696 | 44 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 582 | 37 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 535 | 34 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MATHER GROUP, LLC. | History | No change | 526 | 33 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 512 | 32 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 505 | 32 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Financial Alliance, LLC | History | No change | 514 | 32 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 485 | 30 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 461 | 29 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 440 | 28 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 412 | 26 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 400 | 25 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |