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 | No change | 4,038,596 | 260,489 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,871,608 | 185,218 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,553,416 | 164,695 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,993,202 | 128,561 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 1,742,550 | 112,394 | 4.2% | 4.2% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,462,261 | 94,315 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | New | 1,330,938 | 84,794 | 8.77% | — | 7 | +1,330,938 | New | Q3 2026 | Oct 26, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 1,240,453 | 81,696 | 25.34% | 24.58% | 8 | -11,153 | -0.89% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,223,031 | 78,886 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,197,136 | 77,215 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,145,221 | 72,446 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 932,392 | 60,139 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 852,226 | 54,978 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 829,900 | 53,528 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 768,805 | 49,587 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 697,411 | 44,982 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 637,078 | 41,091 | 0.78% | 0.78% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | No change | 605,866 | 39,078 | 0.49% | 0.49% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 471,353 | 30,402 | 1.96% | 1.96% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | No change | 406,259 | 26,203 | 0.22% | 0.22% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PGIM Custom Harvest LLC | History | No change | 388,662 | 25,068 | 0.31% | 0.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 380,847 | 24,564 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | Added to | 365,651 | 24,081 | 4.22% | 2.9% | 23 | +98,193 | 36.71% | Q3 2026 | Nov 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 370,034 | 23,868 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 343,583 | 22,628 | 0.82% | 1.03% | 25 | -51,653 | -13.07% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 338,698 | 22,306 | 0.03% | 0.03% | 26 | +1,152 | 0.34% | Q3 2026 | Nov 02, 2026 |
| RFP Financial Group LLC | History | No change | 315,619 | 20,357 | 9.12% | 9.12% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 296,357 | 19,115 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 267,234 | 17,600 | 0.68% | 0.01% | 29 | +262,000 | 5005.73% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 268,901 | 17,344 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 256,193 | 16,872 | 0.88% | 0.68% | 31 | +56,225 | 28.12% | Q3 2026 | Oct 26, 2026 |
| Mariner, LLC | History | No change | 249,025 | 16,062 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 217,728 | 14,339 | 0.23% | 0.18% | 33 | -12,452 | -5.41% | Q3 2026 | Oct 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 221,316 | 14,274 | 1.07% | 1.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 219,860 | 14,180 | 3.41% | 3.41% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 204,625 | 13,477 | 0.91% | 0.85% | 36 | +1,975 | 0.97% | Q3 2026 | Oct 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 202,720 | 13,075 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191,088 | 12,585 | 0.09% | 0.09% | 38 | +3,265 | 1.74% | Q3 2026 | Oct 08, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 179,456 | 11,818 | 8.64% | 8.64% | 39 | -3,473 | -1.9% | Q3 2026 | Oct 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 181,296 | 11,694 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 180,768 | 11,659 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 174,796 | 11,274 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 170,871 | 11,021 | 1.21% | 1.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 167,548 | 10,806 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 161,984 | 10,668 | 4.03% | 4.08% | 45 | +325 | 0.2% | Q3 2026 | Oct 13, 2026 |
| Activest Wealth Management | History | Added to | 155,172 | 10,219 | 1.89% | 1.79% | 46 | +11,220 | 7.79% | Q3 2026 | Oct 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 148,159 | 9,757 | 0.05% | 0.05% | 47 | -43 | -0.03% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 143,243 | 9,433 | 0.03% | 0.03% | 48 | +12,231 | 9.34% | Q3 2026 | Nov 02, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 140,193 | 9,233 | 2.67% | 2.77% | 49 | -2,832 | -1.98% | Q3 2026 | Oct 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 138,010 | 8,901 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 133,022 | 8,760 | 0.44% | 0.41% | 51 | +22,696 | 20.57% | Q3 2026 | Oct 21, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 132,884 | 8,751 | 2.08% | 2.19% | 52 | -1,560 | -1.16% | Q3 2026 | Oct 29, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 131,869 | 8,525 | 3.43% | 3.43% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Added to | 126,276 | 8,316 | 0.02% | 0.02% | 54 | +17,837 | 16.45% | Q3 2026 | Nov 04, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 126,534 | 8,161 | 2.45% | 2.45% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 126,321 | 8,147 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 125,175 | 8,073 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 120,251 | 7,919 | 3.73% | 3.52% | 58 | +2,094 | 1.77% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 118,100 | 7,617 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 109,572 | 7,067 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | Added to | 104,705 | 6,895 | 0.0% | 0.0% | 61 | +16,495 | 18.7% | Q3 2026 | Nov 02, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 104,339 | 6,871 | 5.36% | 6.06% | 62 | -17,246 | -14.18% | Q3 2026 | Oct 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 103,835 | 6,838 | 0.01% | 0.01% | 63 | -3,065 | -2.87% | Q3 2026 | Oct 30, 2026 |
| Live Oak Investment Partners | History | Reduced | 100,596 | 6,625 | 3.58% | 3.51% | 64 | -630 | -0.62% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 101,135 | 6,523 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Private Trust Co. | History | Reduced | 98,663 | 6,497 | 0.36% | 0.38% | 66 | -8,633 | -8.05% | Q3 2026 | Oct 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 99,318 | 6,482 | 0.1% | 0.03% | 67 | +66,028 | 198.34% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 99,318 | 6,482 | 0.1% | 0.03% | 68 | +66,028 | 198.34% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,084 | 6,458 | 0.01% | 0.01% | 69 | -799 | -0.83% | Q3 2026 | Oct 13, 2026 |
| Sage Capital Advisors,llc | History | Added to | 97,939 | 6,450 | 1.29% | 1.31% | 70 | +169 | 0.17% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 97,824 | 6,443 | 0.01% | 0.01% | 71 | -774 | -0.79% | Q3 2026 | Nov 02, 2026 |
| Private Advisory Group LLC | History | No change | 95,424 | 6,154 | 0.33% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 93,508 | 6,031 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arch Global Advisors, LLC | History | Reduced | 91,184 | 6,005 | 2.5% | 2.66% | 74 | -2,136 | -2.29% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 90,337 | 5,826 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 86,458 | 5,694 | 0.03% | 0.03% | 76 | +1,074 | 1.26% | Q3 2026 | Oct 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 85,268 | 5,615 | 0.17% | 0.17% | 77 | +433 | 0.51% | Q3 2026 | Oct 14, 2026 |
| Walker Asset Management, LLC | History | Reduced | 84,722 | 5,579 | 2.83% | 2.78% | 78 | -708 | -0.83% | Q3 2026 | Oct 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 82,025 | 5,402 | 0.87% | 0.85% | 79 | +589 | 0.72% | Q3 2026 | Oct 27, 2026 |
| Detalus Advisors, LLC | History | Reduced | 81,435 | 5,363 | 1.06% | 1.13% | 80 | -8,575 | -9.53% | Q3 2026 | Oct 15, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 82,101 | 5,295 | 1.88% | 1.88% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Patten Group, Inc. | History | Added to | 79,455 | 5,232 | 0.81% | 0.72% | 82 | +7,422 | 10.3% | Q3 2026 | Oct 26, 2026 |
| Climber Capital SA | History | Reduced | 91,018 | 5,209 | 3.18% | 3.29% | 83 | -198 | -0.22% | Q3 2026 | Oct 20, 2026 |
| BFSG, LLC | History | Added to | 78,668 | 5,181 | 0.45% | 0.44% | 84 | +1,770 | 2.3% | Q3 2026 | Oct 30, 2026 |
| Hartford Financial Management Inc. | History | No change | 78,121 | 5,145 | 1.15% | 1.12% | 85 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 78,716 | 5,077 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 76,914 | 5,065 | 1.03% | 1.19% | 87 | -8,934 | -10.41% | Q3 2026 | Oct 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 76,510 | 5,038 | 0.54% | 0.66% | 88 | -7,676 | -9.12% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 76,123 | 5,013 | 0.01% | 0.01% | 89 | -22,651 | -22.93% | Q3 2026 | Nov 05, 2026 |
| SYKON CAPITAL LLC | History | No change | 76,957 | 4,963 | 1.53% | 1.53% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 75,790 | 4,888 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 78,640 | 4,863 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | No change | 72,565 | 4,680 | 0.41% | 0.41% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 70,513 | 4,548 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 67,056 | 4,416 | 0.23% | 0.23% | 95 | -1,044 | -1.53% | Q3 2026 | Oct 29, 2026 |
| Biltmore Family Office, LLC | History | No change | 63,325 | 4,170 | 0.55% | 0.54% | 96 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bawa N Mallick Trust | History | No change | 64,080 | 4,133 | 1.34% | 1.34% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | Reduced | 62,647 | 4,125 | 0.33% | 0.33% | 99 | -243 | -0.39% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 63,969 | 4,125 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 62,717 | 4,045 | 0.45% | 0.45% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bullock Wealth Management Group | History | Added to | 59,795 | 4,031 | 1.67% | 1.64% | 101 | +64 | 0.11% | Q3 2026 | Oct 09, 2026 |
| Empirical Asset Management, LLC | History | No change | 62,304 | 4,018 | 0.9% | 0.9% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 60,343 | 3,974 | 1.59% | — | 103 | +60,343 | New | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 58,527 | 3,775 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 57,829 | 3,729 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 57,339 | 3,698 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 55,660 | 3,666 | 0.69% | 0.68% | 107 | -394 | -0.7% | Q3 2026 | Oct 23, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 56,334 | 3,633 | 1.23% | 1.23% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 56,098 | 3,618 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 53,096 | 3,496 | 1.0% | 1.02% | 110 | -1,625 | -2.97% | Q3 2026 | Oct 23, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 51,973 | 3,422 | 0.21% | — | 111 | +51,973 | New | Q3 2026 | Oct 30, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 51,818 | 3,412 | 2.81% | 2.77% | 112 | -423 | -0.81% | Q3 2026 | Oct 13, 2026 |
| Paller Financial Services Inc | History | Reduced | 51,548 | 3,394 | 2.6% | 2.49% | 113 | -10 | -0.02% | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 52,147 | 3,363 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 51,236 | 3,304 | 0.1% | 0.1% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 48,104 | 3,168 | 1.43% | 1.44% | 116 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 46,879 | 3,087 | 0.34% | 0.34% | 117 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,592 | 3,068 | 0.09% | 0.08% | 118 | +273 | 0.59% | Q3 2026 | Oct 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 45,220 | 2,978 | 0.12% | 0.03% | 119 | +35,253 | 353.7% | Q3 2026 | Oct 13, 2026 |
| GeoWealth Management, LLC | History | No change | 46,120 | 2,974 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 44,760 | 2,947 | 0.39% | 0.4% | 121 | +4 | 0.01% | Q3 2026 | Oct 19, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 43,069 | 2,836 | 0.29% | 0.45% | 122 | -27,516 | -38.98% | Q3 2026 | Oct 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 43,941 | 2,834 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 42,952 | 2,828 | 0.25% | 0.24% | 124 | -80 | -0.19% | Q3 2026 | Oct 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 43,776 | 2,823 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 43,550 | 2,808 | 0.28% | 0.28% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 42,879 | 2,712 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 40,892 | 2,693 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 37,508 | 2,470 | 0.45% | 0.25% | 129 | +16,961 | 82.55% | Q3 2026 | Oct 01, 2026 |
| Abbot Financial Management, Inc. | History | No change | 37,944 | 2,447 | 0.84% | 0.84% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | Added to | 36,389 | 2,396 | 0.05% | 0.05% | 131 | +1,226 | 3.49% | Q3 2026 | Oct 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 36,935 | 2,382 | 0.15% | 0.15% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 36,715 | 2,368 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36,491 | 2,353 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 35,194 | 2,317 | 0.29% | 0.32% | 135 | -2,003 | -5.38% | Q3 2026 | Oct 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 35,893 | 2,315 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 35,766 | 2,306 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 34,810 | 2,292 | 0.02% | 0.0% | 138 | +29,035 | 502.77% | Q3 2026 | Oct 16, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 34,078 | 2,198 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prostatis Group LLC | History | No change | 33,855 | 2,183 | 0.51% | 0.51% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crane Advisory, LLC | History | No change | 31,040 | 2,132 | 0.3% | 0.27% | 141 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Friedenthal Financial | History | Added to | 32,033 | 2,109 | 0.91% | 0.94% | 142 | +587 | 1.87% | Q3 2026 | Oct 27, 2026 |
| American Financial Advisors, LLC | History | No change | 31,641 | 2,040 | 0.25% | 0.25% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 30,897 | 2,034 | 0.23% | 0.22% | 144 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 30,746 | 1,983 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 30,000 | 1,975 | 0.47% | 0.5% | 146 | -2,300 | -7.12% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,214 | 1,948 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 29,981 | 1,933 | 0.19% | 0.19% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 28,444 | 1,873 | 0.2% | 0.34% | 149 | -23,303 | -45.03% | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 27,855 | 1,796 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monument Capital Management | History | Reduced | 26,913 | 1,772 | 0.37% | 0.38% | 151 | -2,286 | -7.83% | Q3 2026 | Oct 08, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 27,442 | 1,770 | 0.3% | 0.3% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 25,893 | 1,745 | 0.0% | 0.0% | 153 | +18,693 | 259.63% | Q3 2026 | Oct 16, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 26,342 | 1,734 | 0.42% | 0.42% | 154 | +469 | 1.81% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Added to | 25,224 | 1,661 | 0.03% | 0.03% | 155 | +2,352 | 10.28% | Q3 2026 | Oct 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 25,185 | 1,658 | 0.07% | 0.07% | 156 | -353 | -1.38% | Q3 2026 | Nov 03, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 25,017 | 1,647 | 0.15% | 0.15% | 157 | -5 | -0.02% | Q3 2026 | Oct 15, 2026 |
| CMH Wealth Management LLC | History | Reduced | 24,553 | 1,617 | 0.24% | 0.25% | 158 | -650 | -2.58% | Q3 2026 | Oct 22, 2026 |
| Bramshill Investments, LLC | History | No change | 25,000 | 1,612 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,812 | 1,600 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,785 | 1,566 | 0.05% | 0.04% | 161 | +6,064 | 34.22% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 24,103 | 1,554 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 23,673 | 1,526 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 23,540 | 1,518 | 0.64% | 0.64% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 22,553 | 1,485 | 0.26% | 0.26% | 165 | -2,095 | -8.5% | Q3 2026 | Oct 21, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 22,269 | 1,466 | 0.8% | 0.9% | 166 | -343 | -1.52% | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 22,670 | 1,462 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 21,816 | 1,436 | 0.01% | — | 168 | +21,816 | New | Q3 2026 | Oct 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 21,870 | 1,410 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCA CORP /TX | History | No change | 21,860 | 1,409 | 0.35% | 0.35% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 21,801 | 1,405 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Briggs Wealth Management, Inc | History | Added to | 21,234 | 1,398 | 1.23% | 0.69% | 172 | +9,571 | 82.06% | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Added to | 21,218 | 1,397 | 0.0% | 0.0% | 173 | +974 | 4.81% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 20,997 | 1,382 | 0.0% | 0.0% | 174 | -8,385 | -28.54% | Q3 2026 | Nov 05, 2026 |
| Global Assets Advisory, LLC | History | Added to | 19,993 | 1,371 | 0.3% | 0.23% | 175 | +3,260 | 19.48% | Q3 2026 | Oct 28, 2026 |
| Everest Financial Group LLC | History | No change | 21,192 | 1,366 | 0.18% | 0.18% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,601 | 1,290 | 0.01% | 0.01% | 177 | +296 | 1.53% | Q3 2026 | Oct 28, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 19,376 | 1,249 | 0.29% | 0.29% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 18,941 | 1,247 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,182 | 1,237 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 18,750 | 1,234 | 0.74% | 0.69% | 181 | -500 | -2.6% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 18,517 | 1,219 | 0.05% | 0.02% | 182 | +3,439 | 22.81% | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 18,600 | 1,199 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optas, LLC | History | No change | 18,448 | 1,189 | 0.17% | 0.17% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 18,267 | 1,178 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Partners LLC | History | No change | 18,081 | 1,166 | 0.28% | 0.28% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Flagship Private Wealth, LLC | History | New | 17,326 | 1,141 | 0.4% | — | 187 | +17,326 | New | Q3 2026 | Nov 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 17,473 | 1,127 | 0.79% | 0.79% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 17,353 | 1,119 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | No change | 16,400 | 1,080 | 0.42% | 0.34% | 190 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Wealth | History | No change | 16,661 | 1,074 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 16,230 | 1,046 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 16,200 | 1,044 | 0.43% | 0.43% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 16,000 | 1,032 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 15,500 | 1,020 | 0.25% | 0.24% | 195 | -54 | -0.35% | Q3 2026 | Oct 19, 2026 |
| Royal Fund Management, LLC | History | Reduced | 15,480 | 1,019 | 0.08% | 0.08% | 196 | -48 | -0.31% | Q3 2026 | Oct 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 15,820 | 1,002 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RiverTree Advisors, LLC | History | New | 15,124 | 996 | 0.59% | — | 198 | +15,124 | New | Q3 2026 | Oct 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 15,425 | 994 | 0.27% | 0.27% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 15,045 | 990 | 0.45% | 0.44% | 201 | -525 | -3.37% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,357 | 990 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 14,826 | 976 | 0.02% | 0.01% | 202 | +10,800 | 268.26% | Q3 2026 | Oct 16, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 14,345 | 967 | 0.66% | 0.61% | 203 | -270 | -1.85% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 14,864 | 958 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BXM Wealth LLC | History | No change | 14,500 | 954 | 0.51% | 0.51% | 205 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Reduced | 14,296 | 941 | 0.01% | 0.01% | 206 | -392 | -2.67% | Q3 2026 | Oct 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,598 | 941 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Kathmere Capital Management, LLC | History | No change | 14,000 | 922 | 0.04% | 0.05% | 208 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SFE Investment Counsel | History | Added to | 13,993 | 921 | 0.12% | 0.12% | 209 | +141 | 1.02% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,780 | 907 | 0.01% | 0.01% | 210 | +134 | 0.98% | Q3 2026 | Oct 26, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 13,741 | 904 | 0.31% | 0.3% | 211 | -179 | -1.29% | Q3 2026 | Oct 20, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 13,590 | 876 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 13,578 | 875 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | No change | 13,270 | 873 | 0.02% | 0.03% | 214 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 13,255 | 872 | 0.35% | 0.29% | 215 | +2,320 | 21.22% | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,453 | 867 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROCKLAND TRUST CO | History | No change | 13,072 | 860 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,325 | 859 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,986 | 855 | 0.02% | 0.02% | 219 | -1 | -0.01% | Q3 2026 | Oct 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 12,796 | 842 | 0.32% | 0.3% | 221 | +851 | 7.12% | Q3 2026 | Oct 20, 2026 |
| PFG Advisors | History | Added to | 12,791 | 842 | 0.04% | 0.04% | 220 | +666 | 5.49% | Q3 2026 | Oct 15, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 12,760 | 836 | 0.55% | 0.55% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 12,599 | 829 | 0.28% | 0.24% | 223 | +162 | 1.3% | Q3 2026 | Oct 08, 2026 |
| Bogart Wealth, LLC | History | No change | 12,766 | 823 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,684 | 818 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 12,622 | 814 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 12,567 | 810 | 0.16% | 0.16% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 12,535 | 808 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 12,486 | 805 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 12,370 | 797 | 0.24% | 0.24% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 11,938 | 786 | 0.52% | 0.63% | 231 | -1,884 | -13.63% | Q3 2026 | Nov 03, 2026 |
| GREENLEAF TRUST | History | No change | 11,840 | 779 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 11,693 | 778 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 11,550 | 760 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 11,650 | 751 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,228 | 739 | 0.01% | 0.01% | 236 | +2,388 | 27.01% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,300 | 728 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PKS Advisory Services, LLC | History | No change | 11,200 | 722 | 0.12% | 0.12% | 238 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,090 | 715 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 11,090 | 715 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,678 | 703 | 0.0% | 0.0% | 241 | +1,284 | 13.67% | Q3 2026 | Oct 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 10,670 | 702 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Zhang Financial LLC | History | No change | 10,890 | 702 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10,622 | 685 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,535 | 679 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 10,100 | 665 | 0.02% | 0.02% | 246 | -440 | -4.17% | Q3 2026 | Nov 02, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 10,248 | 660 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,000 | 658 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hilltop Holdings Inc. | History | No change | 10,065 | 649 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 9,697 | 625 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Van Diest Capital, LLC | History | No change | 9,660 | 623 | 0.56% | 0.56% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,630 | 621 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| World Investment Advisors | History | No change | 13,259 | 611 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 9,250 | 609 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Jupiter Topco LLC | History | No change | 9,483 | 605 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,248 | 596 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FULTON BANK, N.A. | History | No change | 9,000 | 592 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Advisory Alpha, LLC | History | No change | 8,763 | 565 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 8,700 | 561 | 0.73% | 0.73% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8,480 | 558 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 8,429 | 555 | 0.06% | 0.06% | 261 | -479 | -5.38% | Q3 2026 | Oct 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 8,215 | 554 | 0.15% | 0.15% | 262 | -616 | -6.98% | Q3 2026 | Oct 19, 2026 |
| Dakota Wealth Management | History | No change | 8,580 | 553 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 8,317 | 547 | 0.25% | 0.24% | 264 | +152 | 1.86% | Q3 2026 | Nov 05, 2026 |
| Advisor OS, LLC | History | Reduced | 8,260 | 544 | 0.04% | 0.04% | 265 | -341 | -3.96% | Q3 2026 | Nov 03, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 8,165 | 537 | 0.02% | 0.03% | 266 | -72 | -0.87% | Q3 2026 | Oct 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 8,295 | 535 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,300 | 535 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 8,117 | 534 | 0.44% | 0.46% | 269 | +160 | 2.01% | Q3 2026 | Oct 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,254 | 532 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 8,114 | 523 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 8,056 | 519 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 8,005 | 516 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 7,850 | 506 | 0.25% | 0.25% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,838 | 505 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 7,746 | 497 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 7,541 | 496 | 0.03% | 0.04% | 277 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gryphon Financial Partners LLC | History | No change | 7,500 | 493 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,628 | 492 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 7,622 | 491 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 7,597 | 490 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,340 | 483 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 7,500 | 483 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Marex Group Ltd | History | No change | 7,500 | 483 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 7,480 | 482 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | No change | 7,310 | 481 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Savant Capital, LLC | History | No change | 7,392 | 477 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,337 | 473 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,323 | 472 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 7,085 | 466 | 0.01% | 0.0% | 290 | +2,548 | 56.16% | Q3 2026 | Oct 27, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 6,989 | 460 | 0.04% | 0.04% | 291 | -45 | -0.64% | Q3 2026 | Oct 19, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 6,951 | 458 | 0.29% | 0.28% | 292 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,000 | 451 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,840 | 450 | 0.1% | 0.11% | 295 | -157 | -2.24% | Q3 2026 | Oct 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,980 | 450 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,825 | 449 | 0.01% | 0.01% | 296 | -415 | -5.73% | Q3 2026 | Oct 07, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 6,947 | 448 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | New | 6,798 | 447 | 0.01% | — | 298 | +6,798 | New | Q3 2026 | Nov 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,906 | 445 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WBH ADVISORY INC | History | No change | 6,750 | 444 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SEVEN MILE ADVISORY | History | No change | 6,750 | 444 | 0.3% | 0.29% | 301 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,870 | 443 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 6,635 | 436 | 0.04% | 0.04% | 303 | +200 | 3.11% | Q3 2026 | Oct 27, 2026 |
| Oak Harvest Investment Services | History | Reduced | 6,601 | 434 | 0.04% | 0.05% | 304 | -899 | -11.99% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 6,727 | 433 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,572 | 432 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 6,552 | 431 | 0.09% | — | 307 | +6,552 | New | Q3 2026 | Oct 30, 2026 |
| ATX Financial Planning, LLC | History | Added to | 6,519 | 429 | 0.27% | 0.28% | 308 | +2 | 0.03% | Q3 2026 | Oct 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 6,641 | 428 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 6,622 | 427 | 0.16% | 0.16% | 310 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 6,469 | 426 | 0.05% | 0.05% | 311 | -714 | -9.94% | Q3 2026 | Oct 26, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 6,579 | 424 | 0.2% | 0.2% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Reduced | 6,374 | 419 | 0.0% | 0.0% | 313 | -635 | -9.06% | Q3 2026 | Oct 15, 2026 |
| Prospera Financial Services Inc | History | New | 6,618 | 416 | 0.01% | — | 315 | +6,618 | New | Q3 2026 | Nov 04, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,331 | 416 | 0.11% | 0.11% | 314 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 6,230 | 410 | 0.12% | 0.12% | 316 | -106 | -1.67% | Q3 2026 | Oct 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,191 | 407 | 0.01% | 0.01% | 317 | +1 | 0.02% | Q3 2026 | Nov 05, 2026 |
| Summit Financial, LLC | History | No change | 6,319 | 407 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guilbault Capital LLC | History | Reduced | 6,123 | 403 | 0.4% | 0.44% | 319 | -692 | -10.15% | Q3 2026 | Oct 28, 2026 |
| LexAurum Advisors, LLC | History | Added to | 6,110 | 402 | 0.05% | 0.05% | 320 | +1 | 0.02% | Q3 2026 | Oct 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,200 | 399 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,965 | 392 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allred Capital Management, LLC | History | No change | 5,955 | 384 | 0.13% | 0.13% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 5,951 | 383 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 5,891 | 379 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,681 | 374 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 5,659 | 372 | 0.12% | 0.15% | 327 | -1,878 | -24.92% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,723 | 369 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams & Novak Wealth Management, LLC | History | No change | 5,570 | 366 | 0.22% | 0.24% | 329 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| High Point Wealth Management, LLC | History | No change | 5,485 | 361 | 0.29% | 0.29% | 330 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Main Street Group, LTD | History | No change | 5,453 | 359 | 0.08% | 0.08% | 331 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 5,460 | 359 | 0.11% | 0.11% | 332 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 5,442 | 358 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hudson Capital Management LLC | History | New | 5,368 | 353 | 0.09% | — | 335 | +5,368 | New | Q3 2026 | Oct 20, 2026 |
| GODSEY & GIBB, INC | History | No change | 5,360 | 353 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PFG Investments, LLC | History | No change | 5,415 | 349 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 5,256 | 339 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,128 | 337 | 0.0% | 0.0% | 338 | +336 | 7.01% | Q3 2026 | Oct 30, 2026 |
| Krilogy Financial LLC | History | No change | 5,000 | 337 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 5,097 | 335 | 0.01% | 0.01% | 340 | +162 | 3.28% | Q3 2026 | Nov 03, 2026 |
| Sigma Planning Corp | History | Reduced | 5,184 | 331 | 0.01% | 0.01% | 341 | -2,458 | -32.16% | Q3 2026 | Oct 23, 2026 |
| HEADINVEST, LLC | History | No change | 5,117 | 330 | 0.06% | 0.06% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clayton Financial Group LLC | History | No change | 5,000 | 329 | 0.17% | 0.18% | 343 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 4,993 | 328 | 0.06% | 0.06% | 345 | +3 | 0.06% | Q3 2026 | Oct 21, 2026 |
| ASPIRIANT, LLC | History | No change | 4,986 | 328 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OLIO Financial Planning | History | No change | 4,937 | 325 | 0.08% | 0.08% | 346 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,030 | 324 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,010 | 323 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 5,000 | 322 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 5,001 | 322 | 0.05% | 0.05% | 350 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First National Advisers, LLC | History | No change | 4,970 | 320 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Value Investment Professionals, LLC | History | Reduced | 4,820 | 317 | 0.28% | 0.39% | 353 | -2,418 | -33.41% | Q3 2026 | Oct 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 4,815 | 317 | 0.02% | 0.02% | 352 | -205 | -4.08% | Q3 2026 | Oct 21, 2026 |
| CX Institutional | History | Added to | 4,772 | 314 | 0.01% | 0.01% | 354 | +247 | 5.46% | Q3 2026 | Oct 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,588 | 313 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,852 | 312 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLR Partners, LLC | History | No change | 4,750 | 312 | 0.14% | 0.14% | 357 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sankala Group LLC | History | No change | 4,710 | 304 | 0.2% | 0.2% | 358 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 4,580 | 301 | 0.01% | 0.01% | 359 | -775 | -14.47% | Q3 2026 | Oct 14, 2026 |
| XTX Topco Ltd | History | No change | 4,590 | 296 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,514 | 291 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 4,412 | 290 | 0.01% | 0.01% | 362 | +2 | 0.05% | Q3 2026 | Oct 29, 2026 |
| Rede Wealth, LLC | History | No change | 4,400 | 289 | 0.09% | 0.09% | 363 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 4,378 | 288 | 0.16% | 0.2% | 364 | -1,179 | -21.22% | Q3 2026 | Nov 04, 2026 |
| Fulcrum Equity Management | History | New | 4,330 | 285 | 0.23% | — | 366 | +4,330 | New | Q3 2026 | Oct 21, 2026 |
| Ballentine Partners, LLC | History | No change | 4,421 | 285 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Factor Wealth Management LTD | History | No change | 4,326 | 284 | 0.04% | 0.04% | 367 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| 71 West Capital Partners | History | No change | 4,300 | 283 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,237 | 279 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 4,180 | 275 | 0.05% | 0.06% | 371 | -225 | -5.11% | Q3 2026 | Oct 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,277 | 275 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,146 | 272 | 0.04% | 0.04% | 372 | +5 | 0.12% | Q3 2026 | Nov 02, 2026 |
| Williamson Legacy Group, LLC | History | No change | 4,232 | 272 | 0.14% | 0.14% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,200 | 270 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 4,082 | 268 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,041 | 266 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 4,025 | 265 | 0.03% | 0.03% | 377 | -75 | -1.83% | Q3 2026 | Oct 22, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 4,000 | 263 | 0.01% | — | 381 | +4,000 | New | Q3 2026 | Oct 16, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 3,995 | 263 | 0.06% | — | 382 | +3,995 | New | Q3 2026 | Nov 02, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 4,000 | 263 | 0.01% | 0.01% | 378 | -268 | -6.28% | Q3 2026 | Oct 30, 2026 |
| Manchester Capital Management LLC | History | No change | 4,000 | 263 | 0.04% | 0.03% | 379 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Clear Trail Advisors, LLC | History | No change | 4,000 | 263 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,060 | 261 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 3,950 | 260 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 4,000 | 258 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TAGStone Capital, Inc. | History | No change | 4,000 | 258 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,913 | 252 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advisors LLC | History | No change | 3,835 | 252 | 0.05% | 0.05% | 388 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| One Day In July LLC | History | No change | 3,830 | 252 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Indivisible Partners | History | Added to | 3,824 | 251 | 0.01% | 0.01% | 391 | +25 | 0.66% | Q3 2026 | Oct 26, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,900 | 251 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,810 | 250 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Midwest Trust Co | History | New | 3,794 | 249 | 0.0% | — | 393 | +3,794 | New | Q3 2026 | Oct 22, 2026 |
| Redwood Financial Network Corp | History | Reduced | 3,733 | 245 | 0.13% | 0.14% | 394 | -74 | -1.94% | Q3 2026 | Nov 03, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,753 | 242 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 3,640 | 239 | 0.0% | 0.0% | 396 | +3,320 | 1037.5% | Q3 2026 | Nov 05, 2026 |
| Clarity Financial LLC | History | No change | 3,700 | 238 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,683 | 237 | 0.05% | 0.05% | 398 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 3,600 | 237 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Alhambra Investment Management LLC | History | No change | 3,555 | 234 | 0.1% | 0.1% | 400 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 3,615 | 233 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 3,500 | 232 | 0.03% | — | 402 | +3,500 | New | Q3 2026 | Oct 14, 2026 |
| CAP Partners, LLC | History | Added to | 3,512 | 231 | 0.11% | 0.11% | 403 | +1 | 0.03% | Q3 2026 | Oct 19, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 3,500 | 230 | 0.1% | 0.09% | 404 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,552 | 229 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,526 | 227 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 3,430 | 225 | 0.0% | — | 409 | +3,430 | New | Q3 2026 | Nov 05, 2026 |
| Keystone Financial Group | History | No change | 3,500 | 225 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 3,423 | 225 | 0.08% | 0.08% | 408 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,400 | 223 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,442 | 221 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ABLE Financial Group, LLC | History | No change | 3,361 | 221 | 0.03% | 0.04% | 412 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clarus Group, Inc. | History | No change | 3,300 | 217 | 0.07% | 0.07% | 413 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Vident Advisory, LLC | History | No change | 3,360 | 216 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 3,271 | 215 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,325 | 214 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,252 | 214 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,246 | 213 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CRA Financial Services, LLC | History | No change | 3,245 | 213 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,274 | 211 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 3,215 | 211 | 0.12% | 0.12% | 421 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 3,200 | 210 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 3,250 | 210 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coyle Financial Counsel LLC | History | No change | 3,160 | 208 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,150 | 207 | 0.0% | 0.0% | 425 | -200 | -5.97% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,201 | 206 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRB Wealth Management, LLC | History | No change | 3,201 | 206 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFO4Life Group, LLC | History | No change | 3,167 | 204 | 0.03% | 0.03% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balboa Wealth Partners | History | No change | 3,104 | 204 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 3,167 | 204 | 0.03% | 0.03% | 430 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | New | 3,081 | 202 | 0.04% | — | 431 | +3,081 | New | Q3 2026 | Oct 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,030 | 199 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,000 | 197 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,729 | 179 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 2,652 | 171 | 0.1% | 0.1% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,537 | 167 | 0.13% | 0.12% | 436 | +1 | 0.04% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 2,550 | 164 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,521 | 162 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 2,293 | 151 | 0.01% | 0.01% | 439 | +294 | 14.71% | Q3 2026 | Oct 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,350 | 151 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,250 | 145 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2,041 | 134 | 0.0% | — | 442 | +2,041 | New | Q3 2026 | Oct 15, 2026 |
| Realta Investment Advisors | History | No change | 2,000 | 131 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 1,930 | 127 | 0.03% | 0.04% | 444 | -420 | -17.87% | Q3 2026 | Nov 03, 2026 |
| Balentine LLC | History | No change | 1,870 | 123 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,822 | 118 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,818 | 117 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,720 | 110 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Finley Financial, LLC | History | No change | 1,600 | 107 | 0.04% | 0.04% | 449 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | No change | 1,583 | 104 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,620 | 102 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,510 | 99 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,431 | 94 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 1,355 | 89 | 0.05% | 0.05% | 454 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,280 | 84 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,300 | 83 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walsh & Associates, LLC | History | No change | 1,300 | 83 | 0.07% | 0.07% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Collier Financial | History | No change | 1,213 | 78 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,175 | 75 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Banque Transatlantique SA | History | No change | 1,173 | 75 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,140 | 73 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mainstream Capital Management LLC | History | New | 1,100 | 72 | 0.04% | — | 462 | +1,100 | New | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,077 | 69 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,036 | 68 | 0.0% | — | 464 | +1,036 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 1,019 | 67 | 0.0% | — | 465 | +1,019 | New | Q3 2026 | Oct 21, 2026 |
| Markowski Investments | History | No change | 1,000 | 65 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 955 | 62 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Front Row Advisors LLC | History | No change | 900 | 58 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 840 | 55 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 861 | 55 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Added to | 723 | 47 | 0.0% | 0.0% | 471 | +653 | 932.86% | Q3 2026 | Oct 08, 2026 |
| Caldwell Trust Co | History | No change | 690 | 45 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Nemes Rush Group LLC | History | No change | 680 | 44 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HM PAYSON & CO | History | No change | 600 | 38 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 556 | 36 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| West Branch Capital LLC | History | No change | 543 | 35 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 509 | 33 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 482 | 32 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 490 | 31 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 424 | 27 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 402 | 26 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 417 | 26 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 362 | 23 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 369 | 23 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 350 | 22 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 323 | 20 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 274 | 17 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 230 | 15 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 200 | 13 | 0.0% | 0.06% | 490 | -18,948 | -98.96% | Q3 2026 | Nov 04, 2026 |
| SYM FINANCIAL Corp | History | No change | 200 | 13 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 209 | 13 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Roxbury Financial LLC | History | No change | 212 | 13 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Asset Dedication, LLC | History | No change | 173 | 11 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Synergy Investment Management, LLC | History | No change | 175 | 11 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 161 | 10 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sage Mountain Advisors LLC | History | New | 150 | 9 | 0.0% | — | 497 | +150 | New | Q3 2026 | Nov 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 150 | 9 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 134 | 8 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MTM Investment Management, LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Abound Wealth Management | History | No change | 110 | 7 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 95 | 6 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 89 | 5 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 70 | 4 | 0.0% | 0.02% | 507 | -840 | -92.31% | Q3 2026 | Oct 19, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 76 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 75 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 60 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| City State Bank | History | No change | 60 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 44 | 2 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 0.96% | — | -31,661 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,300 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,559 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Polaris Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,600 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,575 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,540 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Smith Salley Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -801 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 05, 2026 |
| Go Invest LLC | History | Added to | 11 | 0 | — | — | — | +6 | 120.0% | Q3 2026 | Oct 08, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |