INVESCO EXCHANGE-TRADED FUND TRUST - RSPT
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 | 5,230,024 | 236,710 | 0.02% | 0.01% | 1 | +1,102,277 | 26.7% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,571,242 | 116,374 | 0.01% | 0.01% | 2 | +445,523 | 20.96% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,418,069 | 109,441 | 0.02% | 0.02% | 3 | -328,508 | -11.96% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,993,742 | 90,236 | 0.02% | 0.02% | 4 | +33,970 | 1.73% | Q1 2026 | May 06, 2026 |
| RMG Wealth Management LLC | History | New | 1,467,902 | 86,488 | 9.98% | — | 5 | +1,467,902 | New | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 1,696,302 | 76,774 | 3.31% | 3.14% | 6 | +39,518 | 2.39% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,503,174 | 68,033 | 0.01% | 0.01% | 7 | +13,324 | 0.89% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,274,550 | 57,686 | 0.02% | 0.02% | 8 | -3,050 | -0.24% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,261,214 | 57,084 | 0.01% | 0.01% | 9 | -65,785 | -4.96% | Q1 2026 | May 15, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 1,253,783 | 56,746 | 20.05% | 20.74% | 10 | -42,225 | -3.26% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,154,015 | 50,211 | 0.0% | 0.0% | 11 | -21,936 | -1.87% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 792,682 | 35,882 | 0.05% | 0.05% | 12 | +22,090 | 2.87% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 719,795 | 32,577 | 0.06% | 0.06% | 13 | -6,685 | -0.92% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 638,910 | 28,917 | 0.0% | 0.0% | 14 | +27,252 | 4.46% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 605,362 | 27,398 | 0.62% | 0.61% | 15 | +21,210 | 3.63% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 568,887 | 25,747 | 0.37% | 0.35% | 16 | +130,154 | 29.67% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Added to | 545,754 | 24,700 | 0.27% | 0.01% | 17 | +540,754 | 10815.08% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 520,400 | 23,553 | 0.02% | 0.05% | 18 | -285,800 | -35.45% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 473,778 | 22,741 | 1.67% | 1.63% | 19 | -3,860 | -0.81% | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Reduced | 449,252 | 20,333 | 1.09% | 0.9% | 20 | -5,069 | -1.12% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 417,361 | 18,888 | 0.0% | 0.01% | 21 | -267,779 | -39.08% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 412,510 | 18,670 | 0.29% | 0.29% | 22 | -15,870 | -3.7% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 386,191 | 17,479 | 0.02% | 0.02% | 23 | -15,915 | -3.96% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 341,701 | 15,465 | 0.02% | 0.01% | 24 | +120,625 | 54.56% | Q1 2026 | May 13, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 338,008 | 15,298 | 6.53% | 5.95% | 25 | +20,703 | 6.52% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 331,655 | 15,010 | 4.09% | 3.95% | 26 | +5,931 | 1.82% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 293,155 | 13,268 | 0.02% | 0.02% | 27 | -1,439 | -0.49% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 280,724 | 12,705 | 0.0% | 0.0% | 28 | -10,567 | -3.63% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 255,806 | 11,577 | 0.01% | 0.01% | 29 | -20,759 | -7.51% | Q1 2026 | May 13, 2026 |
| Rockport Wealth LLC | History | Added to | 242,380 | 10,970 | 2.0% | 1.6% | 30 | +61,246 | 33.81% | Q1 2026 | May 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 228,153 | 10,326 | 0.86% | 0.85% | 31 | -1,760 | -0.77% | Q1 2026 | May 11, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 206,531 | 9,347 | 7.91% | 7.68% | 32 | -1,796 | -0.86% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 202,720 | 9,175 | 0.0% | 0.0% | 33 | +192,917 | 1967.94% | Q1 2026 | May 15, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 201,350 | 9,113 | 0.66% | 0.61% | 34 | +12,400 | 6.56% | Q1 2026 | Apr 01, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 200,900 | 9,092 | 1.49% | 1.53% | 35 | -16,075 | -7.41% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 195,621 | 8,977 | 0.08% | 0.1% | 36 | -5,565 | -2.77% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 191,433 | 8,664 | 0.01% | 0.01% | 37 | +3,267 | 1.74% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 185,636 | 8,401 | 0.21% | 0.22% | 38 | -2,737 | -1.45% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 182,152 | 8,244 | 0.03% | 0.03% | 39 | -1,273 | -0.69% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 181,795 | 8,228 | 0.5% | 0.52% | 40 | -14,475 | -7.38% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 180,485 | 8,169 | 0.02% | 0.02% | 41 | +2,523 | 1.42% | Q1 2026 | Apr 22, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 132,813 | 7,723 | 3.39% | 3.12% | 42 | -6,192 | -4.45% | Q1 2026 | May 11, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 157,369 | 7,122 | 3.25% | 3.18% | 43 | +3,882 | 2.53% | Q1 2026 | Apr 22, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 150,424 | 6,808 | 6.05% | 7.54% | 44 | -29,905 | -16.58% | Q1 2026 | May 12, 2026 |
| Activest Wealth Management | History | Added to | 149,805 | 6,780 | 1.19% | 0.37% | 45 | +106,465 | 245.65% | Q1 2026 | Apr 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 148,313 | 6,712 | 0.04% | 0.04% | 46 | +3 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 145,513 | 6,585 | 2.35% | 2.43% | 47 | -2,264 | -1.53% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 144,207 | 6,526 | 0.75% | 0.96% | 48 | -44,925 | -23.75% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 144,066 | 6,520 | 0.02% | 0.03% | 49 | +8,364 | 6.16% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 138,198 | 6,254 | 0.07% | — | 50 | +138,198 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 134,829 | 6,102 | 0.02% | 0.03% | 51 | -11,079 | -7.59% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 130,356 | 5,899 | 0.15% | 0.16% | 52 | -3,479 | -2.6% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 129,355 | 5,854 | 0.38% | 0.36% | 53 | +8,784 | 7.29% | Q1 2026 | Apr 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 128,256 | 5,804 | 1.71% | 2.81% | 54 | -66,816 | -34.25% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 126,430 | 5,722 | 0.08% | 0.09% | 55 | -7,369 | -5.51% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 126,366 | 5,719 | 0.02% | 0.02% | 56 | -13,734 | -9.8% | Q1 2026 | May 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 125,322 | 5,672 | 1.89% | 1.78% | 57 | +6,973 | 5.89% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 122,599 | 5,548 | 1.04% | 1.08% | 58 | -3,347 | -2.66% | Q1 2026 | Apr 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 122,298 | 5,535 | 0.61% | 0.63% | 59 | -923 | -0.75% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 119,093 | 5,390 | 0.01% | 0.0% | 60 | +75,644 | 174.1% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | Reduced | 114,614 | 5,187 | 0.32% | 0.33% | 61 | -9,290 | -7.5% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 114,396 | 5,177 | 0.01% | 0.01% | 62 | -4,296 | -3.62% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 111,562 | 5,176 | 0.01% | 0.0% | 63 | +71,167 | 176.18% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 110,851 | 5,017 | 0.01% | 0.01% | 64 | -3,506 | -3.07% | Q1 2026 | May 15, 2026 |
| Live Oak Investment Partners | History | New | 101,871 | 4,610 | 2.72% | — | 65 | +101,871 | New | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 100,946 | 4,569 | 0.01% | 0.01% | 66 | -4,546 | -4.31% | Q1 2026 | Apr 30, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 99,203 | 4,489 | 2.28% | 3.73% | 67 | -40,365 | -28.92% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 98,130 | 4,441 | 0.01% | 0.01% | 68 | +11,077 | 12.72% | Q1 2026 | May 14, 2026 |
| Detalus Advisors, LLC | History | Reduced | 97,816 | 4,427 | 1.01% | 1.1% | 69 | -1,016 | -1.03% | Q1 2026 | Apr 22, 2026 |
| Arch Global Advisors, LLC | History | New | 94,770 | 4,289 | 2.24% | — | 70 | +94,770 | New | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 89,132 | 4,034 | 0.03% | 0.05% | 71 | -40,616 | -31.3% | Q1 2026 | Apr 07, 2026 |
| Climber Capital SA | History | Reduced | 95,170 | 3,961 | 2.59% | 3.44% | 72 | -28,560 | -23.08% | Q1 2026 | May 01, 2026 |
| Walker Asset Management, LLC | History | Added to | 87,368 | 3,954 | 2.14% | 2.03% | 73 | +4,412 | 5.32% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 86,733 | 3,925 | 0.0% | 0.0% | 74 | +4,220 | 5.11% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 86,659 | 3,922 | 0.01% | 0.01% | 75 | -66,608 | -43.46% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 83,979 | 3,800 | 0.02% | 0.02% | 76 | -520 | -0.62% | Q1 2026 | Apr 24, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 82,979 | 3,755 | 0.94% | 1.44% | 77 | -16 | -0.02% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 93,367 | 3,727 | 0.01% | 0.01% | 78 | -10,738 | -10.31% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 79,243 | 3,586 | 0.04% | 0.04% | 79 | -55 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 78,121 | 3,535 | 0.9% | 0.93% | 80 | -126 | -0.16% | Q1 2026 | Apr 15, 2026 |
| BFSG, LLC | History | Added to | 75,784 | 3,429 | 0.32% | 0.31% | 81 | +6,058 | 8.69% | Q1 2026 | Apr 28, 2026 |
| Apriem Advisors | History | Added to | 71,554 | 3,238 | 0.31% | 0.3% | 82 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 68,612 | 3,105 | 0.82% | 0.88% | 83 | +2 | 0.0% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 68,406 | 3,096 | 0.19% | 0.2% | 84 | -1,229 | -1.76% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 67,502 | 3,055 | 0.01% | 0.01% | 85 | +3,816 | 5.99% | Q1 2026 | Jun 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,555 | 2,994 | 0.0% | 0.0% | 86 | +7,942 | 13.32% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 65,058 | 2,944 | 0.51% | 0.51% | 87 | +4,750 | 7.88% | Q1 2026 | Apr 24, 2026 |
| Bawa N Mallick Trust | History | No change | 64,080 | 2,900 | 1.19% | 1.08% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | Reduced | 63,416 | 2,870 | 0.26% | 0.27% | 89 | -795 | -1.24% | Q1 2026 | May 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 63,380 | 2,868 | 0.4% | 0.4% | 90 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 61,691 | 2,792 | 0.34% | 0.34% | 91 | -254 | -0.41% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Reduced | 61,210 | 2,770 | 0.0% | 0.0% | 92 | -642 | -1.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 60,659 | 2,745 | 0.0% | 0.0% | 93 | +5,915 | 10.8% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 59,722 | 2,703 | 0.03% | 0.03% | 94 | -1,169 | -1.92% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 59,329 | 2,685 | 0.13% | 0.07% | 95 | +31,855 | 115.95% | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | New | 58,756 | 2,659 | 0.1% | — | 96 | +58,756 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 58,708 | 2,657 | 0.01% | 0.01% | 97 | +23,862 | 68.48% | Q1 2026 | May 05, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 57,354 | 2,595 | 1.42% | 1.58% | 98 | -14,090 | -19.72% | Q1 2026 | Apr 20, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 56,054 | 2,537 | 0.55% | 0.53% | 99 | -71 | -0.13% | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 54,871 | 2,483 | 0.82% | 0.83% | 100 | +171 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Paller Financial Services Inc | History | Reduced | 54,821 | 2,481 | 2.05% | 2.01% | 101 | -381 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 52,034 | 2,355 | 2.22% | 2.61% | 102 | -8,655 | -14.26% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,317 | 2,141 | 0.0% | 0.0% | 103 | +6,425 | 15.71% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 46,879 | 2,121 | 0.27% | 0.3% | 104 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Secure Asset Management, LLC | History | Reduced | 44,818 | 2,028 | 0.32% | 0.32% | 105 | -6 | -0.01% | Q1 2026 | Apr 09, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 43,550 | 1,971 | 0.23% | 0.26% | 106 | -5,395 | -11.02% | Q1 2026 | Apr 17, 2026 |
| McGuire Investment Group, LLC | History | No change | 43,032 | 1,947 | 0.22% | 0.21% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 42,879 | 1,865 | 0.06% | 0.06% | 108 | -1,350 | -3.05% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,918 | 1,851 | 0.06% | 0.06% | 109 | +932 | 2.33% | Q1 2026 | Apr 08, 2026 |
| Friedenthal Financial | History | Added to | 40,424 | 1,829 | 0.92% | 0.94% | 110 | +403 | 1.01% | Q1 2026 | Apr 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 40,043 | 1,812 | 0.27% | 0.26% | 111 | +1,480 | 3.84% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 40,000 | 1,810 | 0.0% | — | 112 | +40,000 | New | Q1 2026 | May 12, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 39,221 | 1,775 | 0.93% | 0.96% | 113 | -1,243 | -3.07% | Q1 2026 | Apr 21, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 38,528 | 1,743 | 0.73% | 0.73% | 114 | -363 | -0.93% | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 38,080 | 1,723 | 0.03% | 0.04% | 115 | -15,275 | -28.63% | Q1 2026 | May 01, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 37,299 | 1,688 | 0.12% | 0.13% | 116 | -3,129 | -7.74% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Added to | 37,114 | 1,679 | 0.25% | 0.13% | 117 | +18,537 | 99.78% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 36,557 | 1,654 | 0.01% | 0.01% | 118 | -1,076 | -2.86% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 36,491 | 1,651 | 0.0% | 0.0% | 119 | +35,444 | 3385.29% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 36,432 | 1,648 | 0.22% | 0.22% | 120 | -216 | -0.59% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,268 | 1,641 | 0.0% | 0.0% | 121 | +11,387 | 45.77% | Q1 2026 | May 15, 2026 |
| Bramshill Investments, LLC | History | New | 35,000 | 1,584 | 0.14% | — | 122 | +35,000 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 34,881 | 1,578 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Crane Advisory, LLC | History | No change | 31,040 | 1,571 | 0.24% | 0.22% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 34,704 | 1,570 | 0.06% | 0.07% | 125 | -7,116 | -17.02% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 34,681 | 1,569 | 0.01% | 0.0% | 126 | +16,327 | 88.96% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 34,078 | 1,542 | 0.01% | 0.01% | 127 | -865 | -2.48% | Q1 2026 | Apr 30, 2026 |
| Prostatis Group LLC | History | Reduced | 33,855 | 1,532 | 0.39% | 0.4% | 128 | -2,657 | -7.28% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 32,983 | 1,492 | 0.01% | 0.02% | 129 | +2,867 | 9.52% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 32,749 | 1,482 | 0.0% | 0.0% | 130 | -699 | -2.09% | Q1 2026 | May 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 32,449 | 1,468 | 0.45% | 0.31% | 131 | +504 | 1.58% | Q1 2026 | May 12, 2026 |
| Monument Capital Management | History | Reduced | 31,972 | 1,447 | 0.36% | 0.36% | 132 | -37 | -0.12% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 31,407 | 1,421 | 0.03% | 0.04% | 133 | -120 | -0.38% | Q1 2026 | May 04, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 31,318 | 1,417 | 0.81% | 0.82% | 134 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 31,011 | 1,403 | 0.35% | 0.4% | 135 | -2,646 | -7.86% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Reduced | 30,527 | 1,383 | 0.01% | 0.01% | 136 | -686 | -2.2% | Q1 2026 | May 15, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 30,299 | 1,371 | 0.3% | 0.32% | 137 | -1,234 | -3.91% | Q1 2026 | Apr 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 25,877 | 1,365 | 0.29% | 0.27% | 138 | +199 | 0.77% | Q1 2026 | Apr 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 30,013 | 1,358 | 0.15% | 0.15% | 139 | -308 | -1.02% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 30,003 | 1,357 | 0.15% | 0.15% | 140 | -1,335 | -4.26% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 28,647 | 1,303 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 28,537 | 1,291 | 0.0% | 0.0% | 142 | -1,022 | -3.46% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,885 | 1,262 | 0.01% | 0.01% | 143 | +8,501 | 43.86% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 27,125 | 1,227 | 0.06% | 0.06% | 144 | -800 | -2.86% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 26,855 | 1,222 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 26,694 | 1,208 | 0.0% | — | 146 | +26,694 | New | Q1 2026 | May 01, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 26,540 | 1,207 | 0.78% | 0.78% | 147 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 26,185 | 1,185 | 0.33% | 0.34% | 148 | +2,794 | 11.94% | Q1 2026 | Apr 09, 2026 |
| CMH Wealth Management LLC | History | New | 26,165 | 1,184 | 0.2% | — | 149 | +26,165 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 26,028 | 1,178 | 0.03% | 0.03% | 150 | +96 | 0.37% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 25,432 | 1,151 | 0.13% | 0.13% | 151 | +112 | 0.44% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 25,343 | 1,147 | 0.01% | 0.01% | 152 | +1,981 | 8.48% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,683 | 1,077 | 0.01% | 0.01% | 153 | +1,301 | 5.81% | Q1 2026 | May 15, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 23,540 | 1,065 | 0.52% | 0.39% | 154 | +6,260 | 36.23% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 22,767 | 1,030 | 0.02% | 0.02% | 155 | +1,663 | 7.88% | Q1 2026 | Apr 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 22,500 | 1,018 | 0.29% | 0.25% | 156 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 21,985 | 994 | 0.04% | 0.03% | 157 | +5,734 | 35.28% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 21,859 | 989 | 0.01% | 0.01% | 158 | -160 | -0.73% | Q1 2026 | May 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 21,450 | 970 | 0.47% | 0.47% | 159 | -90 | -0.42% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,298 | 963 | 0.0% | 0.0% | 160 | +12,365 | 138.42% | Q1 2026 | May 14, 2026 |
| Everest Financial Group LLC | History | New | 21,191 | 959 | 0.16% | — | 161 | +21,191 | New | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Reduced | 20,776 | 940 | 0.27% | 0.27% | 162 | -490 | -2.3% | Q1 2026 | May 14, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 20,050 | 907 | 0.58% | 0.57% | 163 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kaizen Financial Strategies | History | Added to | 17,869 | 904 | 0.38% | 0.33% | 164 | +1,469 | 8.96% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 19,912 | 901 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 19,555 | 885 | 0.67% | 0.58% | 166 | +1,784 | 10.04% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 19,539 | 884 | 0.0% | 0.0% | 167 | -600 | -2.98% | Q1 2026 | May 14, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 19,130 | 865 | 0.74% | 1.05% | 168 | -5,443 | -22.15% | Q1 2026 | Apr 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,941 | 857 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilltop Partners LLC | History | Reduced | 18,897 | 855 | 0.22% | 0.22% | 170 | -291 | -1.52% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18,757 | 853 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 18,761 | 849 | 0.0% | — | 173 | +18,761 | New | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 18,767 | 849 | 0.0% | 0.0% | 172 | +14,060 | 298.7% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 18,600 | 841 | 0.0% | 0.0% | 174 | -750 | -3.88% | Q1 2026 | May 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 18,550 | 839 | 0.64% | 0.66% | 175 | -200 | -1.07% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 17,222 | 790 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 17,347 | 785 | 0.0% | 0.0% | 177 | +8,820 | 103.44% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 16,539 | 749 | 0.02% | 0.0% | 178 | +15,006 | 978.86% | Q1 2026 | Apr 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 16,289 | 737 | 0.04% | 0.04% | 179 | -68 | -0.42% | Q1 2026 | Apr 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 16,000 | 724 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 15,925 | 720 | 0.35% | 0.37% | 181 | -900 | -5.35% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,773 | 713 | 0.01% | 0.0% | 182 | +7,547 | 91.75% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 15,749 | 712 | 0.25% | 0.25% | 183 | -79 | -0.5% | Q1 2026 | May 13, 2026 |
| Royal Fund Management, LLC | History | Reduced | 15,571 | 704 | 0.07% | 0.08% | 184 | -3,054 | -16.4% | Q1 2026 | May 19, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,543 | 703 | 0.2% | 0.21% | 185 | +13 | 0.08% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,400 | 697 | 0.0% | — | 186 | +15,400 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 15,357 | 695 | 0.0% | 0.0% | 187 | +97 | 0.64% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,811 | 670 | 0.01% | 0.01% | 188 | +768 | 5.47% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | No change | 14,688 | 664 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BXM Wealth LLC | History | Reduced | 14,500 | 656 | 0.5% | 0.58% | 190 | -1,941 | -11.81% | Q1 2026 | Apr 23, 2026 |
| SFE Investment Counsel | History | Reduced | 14,271 | 645 | 0.1% | 0.1% | 191 | -396 | -2.7% | Q1 2026 | May 01, 2026 |
| FineMark National Bank & Trust | History | No change | 14,060 | 639 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 14,071 | 636 | 0.0% | 0.0% | 193 | +1,106 | 8.53% | Q1 2026 | May 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 13,989 | 633 | 0.24% | — | 196 | +13,989 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 13,989 | 633 | 0.24% | 0.18% | 194 | +3,955 | 39.42% | Q1 2026 | Apr 23, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,000 | 633 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 13,957 | 631 | 0.06% | 0.05% | 197 | +326 | 2.39% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,662 | 618 | 0.05% | 0.04% | 198 | +1 | 0.01% | Q1 2026 | Apr 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,590 | 615 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 13,389 | 605 | 0.01% | 0.01% | 200 | +2,270 | 20.42% | Q1 2026 | Apr 27, 2026 |
| Calamos Advisors LLC | History | New | 13,270 | 600 | 0.0% | — | 202 | +13,270 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 13,270 | 600 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROCKLAND TRUST CO | History | New | 13,072 | 591 | 0.02% | — | 204 | +13,072 | New | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 13,058 | 591 | 0.0% | 0.0% | 203 | +553 | 4.42% | Q1 2026 | May 11, 2026 |
| Orographic Financial Advisors, LLC | History | New | 12,756 | 577 | 0.41% | — | 205 | +12,756 | New | Q1 2026 | May 19, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,597 | 570 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 12,485 | 565 | 0.03% | 0.03% | 207 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,370 | 559 | 0.18% | 0.19% | 208 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 12,233 | 553 | 0.18% | 0.17% | 209 | -995 | -7.52% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 11,980 | 542 | 0.02% | 0.01% | 210 | +5,625 | 88.51% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | No change | 11,840 | 535 | 0.01% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | Added to | 11,758 | 532 | 0.02% | 0.02% | 212 | +10 | 0.09% | Q1 2026 | Apr 28, 2026 |
| KINTRA WEALTH, LLC | History | New | 11,685 | 528 | 0.04% | — | 213 | +11,685 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 11,650 | 527 | 0.01% | — | 214 | +11,650 | New | Q1 2026 | May 11, 2026 |
| Aviance Capital Partners, LLC | History | No change | 11,550 | 522 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 11,400 | 515 | 0.24% | 0.23% | 216 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 11,374 | 514 | 0.55% | 0.56% | 217 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 11,324 | 512 | 0.0% | 0.0% | 218 | -226 | -1.96% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 11,124 | 503 | 0.0% | 0.0% | 219 | +127 | 1.15% | Q1 2026 | May 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,090 | 501 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | No change | 10,890 | 492 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,670 | 482 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Reduced | 10,647 | 481 | 0.02% | 0.03% | 223 | -939 | -8.1% | Q1 2026 | May 05, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 10,540 | 473 | 0.02% | 0.03% | 224 | -1,500 | -12.46% | Q1 2026 | May 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 10,399 | 470 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 10,254 | 464 | 0.04% | 0.03% | 226 | -20 | -0.19% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,139 | 458 | 0.03% | 0.03% | 227 | +3 | 0.03% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,000 | 452 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 9,950 | 450 | 0.01% | 0.01% | 229 | -2,654 | -21.06% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 9,840 | 445 | 0.01% | 0.04% | 230 | -45,797 | -82.31% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 9,762 | 441 | 0.05% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,701 | 439 | 0.0% | 0.0% | 232 | -50 | -0.51% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 9,697 | 438 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | No change | 9,662 | 437 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,600 | 434 | 0.01% | 0.01% | 235 | -7,835 | -44.94% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,962 | 433 | 0.03% | 0.02% | 236 | -296 | -2.89% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,409 | 425 | 0.0% | 0.0% | 237 | -47 | -0.5% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | No change | 7,310 | 422 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,295 | 420 | 0.01% | 0.01% | 239 | +795 | 9.35% | Q1 2026 | May 15, 2026 |
| IPG Investment Advisors LLC | History | No change | 9,250 | 418 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 9,100 | 411 | 0.57% | — | 241 | +9,100 | New | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | No change | 9,000 | 407 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,638 | 402 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 8,817 | 399 | 0.0% | — | 245 | +8,817 | New | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 8,817 | 399 | 0.01% | 0.01% | 244 | -2,073 | -19.04% | Q1 2026 | Apr 22, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 8,740 | 395 | 0.09% | 0.1% | 247 | -484 | -5.25% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,733 | 395 | 0.0% | 0.0% | 246 | -450 | -4.9% | Q1 2026 | May 08, 2026 |
| Sage Capital Management, LLC | History | Reduced | 8,691 | 393 | 0.18% | 0.19% | 248 | -595 | -6.41% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | Reduced | 8,598 | 389 | 0.03% | 0.03% | 249 | -24 | -0.28% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 8,580 | 388 | 0.01% | 0.01% | 250 | -107 | -1.23% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,489 | 384 | 0.01% | 0.01% | 251 | -44 | -0.52% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 8,467 | 383 | 0.01% | 0.01% | 252 | +287 | 3.51% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8,480 | 383 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 8,314 | 376 | 0.0% | 0.0% | 254 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,300 | 375 | 0.0% | 0.0% | 255 | -487 | -5.54% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 6,435 | 374 | 0.04% | 0.04% | 256 | -100 | -1.53% | Q1 2026 | May 12, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 8,054 | 364 | 0.08% | 0.09% | 257 | -151 | -1.84% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,961 | 360 | 0.0% | 0.01% | 259 | -3,297 | -29.29% | Q1 2026 | Apr 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,962 | 360 | 0.01% | 0.01% | 258 | -100 | -1.24% | Q1 2026 | May 05, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 7,853 | 357 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 7,890 | 357 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 7,850 | 355 | 0.21% | 0.23% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 7,817 | 353 | 0.34% | 0.36% | 263 | +100 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,629 | 345 | 0.0% | 0.0% | 265 | -652 | -7.87% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,640 | 345 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BSW Wealth Partners | History | Added to | 7,619 | 344 | 0.04% | 0.04% | 266 | +4 | 0.05% | Q1 2026 | Apr 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 7,580 | 343 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 7,547 | 343 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 7,567 | 342 | 0.04% | 0.05% | 269 | -328 | -4.15% | Q1 2026 | Apr 23, 2026 |
| Gryphon Financial Partners LLC | History | No change | 7,500 | 339 | 0.03% | 0.04% | 270 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oak Harvest Investment Services | History | No change | 7,500 | 339 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 7,360 | 333 | 0.12% | 0.13% | 272 | -664 | -8.28% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,337 | 332 | 0.0% | 0.0% | 273 | -435 | -5.6% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,200 | 330 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Guilbault Capital LLC | History | Added to | 7,251 | 328 | 0.36% | 0.36% | 275 | +95 | 1.33% | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 7,184 | 325 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WBH ADVISORY INC | History | No change | 7,000 | 321 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 6,941 | 316 | 0.22% | 0.21% | 278 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,000 | 316 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Van Diest Capital, LLC | History | New | 6,970 | 315 | 0.25% | — | 280 | +6,970 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Concepts, LLC | History | New | 6,942 | 314 | 0.08% | — | 282 | +6,942 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 6,940 | 314 | 0.0% | 0.0% | 281 | +1,109 | 19.02% | Q1 2026 | May 15, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 6,935 | 313 | 0.12% | 3.96% | 283 | -209,495 | -96.8% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,870 | 310 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 6,756 | 305 | 0.01% | 0.01% | 285 | +6 | 0.09% | Q1 2026 | Apr 28, 2026 |
| SEVEN MILE ADVISORY | History | No change | 6,750 | 305 | 0.22% | 0.05% | 286 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 6,636 | 300 | 0.03% | 0.03% | 287 | -654 | -8.97% | Q1 2026 | May 07, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 6,622 | 299 | 0.13% | 0.13% | 288 | +622 | 10.37% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | New | 6,567 | 297 | 0.0% | — | 289 | +6,567 | New | Q1 2026 | May 18, 2026 |
| ATX Financial Planning, LLC | History | Added to | 6,515 | 294 | 0.22% | 0.23% | 290 | +2 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,331 | 286 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 6,300 | 285 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,294 | 284 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,189 | 280 | 0.01% | 0.01% | 294 | +1 | 0.02% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 6,050 | 273 | 0.03% | 0.03% | 295 | +200 | 3.42% | Q1 2026 | May 04, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 5,951 | 269 | 0.05% | — | 296 | +5,951 | New | Q1 2026 | Apr 28, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 5,891 | 266 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,836 | 264 | 0.0% | 0.0% | 298 | +2,402 | 69.95% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | New | 5,819 | 263 | 0.01% | — | 300 | +5,819 | New | Q1 2026 | Apr 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 5,822 | 263 | 0.02% | 0.02% | 299 | +421 | 7.79% | Q1 2026 | May 13, 2026 |