INVESCO EXCHANGE-TRADED FUND TRUST - SPGP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,717,281 | 210,006 | 0.01% | 0.01% | 1 | -130,302 | -7.05% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,063,264 | 130,026 | 0.03% | 0.03% | 2 | -137,384 | -11.44% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 667,457 | 81,623 | 0.02% | 0.02% | 3 | -61,759 | -8.47% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 648,368 | 79,288 | 0.01% | 0.01% | 4 | -58,038 | -8.22% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 370,698 | 45,332 | 0.07% | 0.08% | 5 | -40,853 | -9.93% | Q2 2026 | Aug 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 327,925 | 40,101 | 4.0% | 4.13% | 6 | -12,911 | -3.79% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 258,031 | 31,554 | 0.02% | 0.02% | 7 | -111,371 | -30.15% | Q2 2026 | Aug 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 197,674 | 24,173 | 17.14% | 16.67% | 8 | +4,128 | 2.13% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,053 | 22,263 | 0.03% | 0.03% | 9 | -8,351 | -4.39% | Q2 2026 | Jul 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 162,594 | 19,883 | 1.23% | 1.28% | 10 | -5,345 | -3.18% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 151,554 | 18,533 | 0.0% | 0.0% | 11 | +79,784 | 111.17% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 143,288 | 17,441 | 0.01% | 0.01% | 12 | +9,163 | 6.83% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 137,369 | 16,803 | 0.02% | 0.02% | 13 | -3,845 | -2.72% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 134,909 | 16,498 | 0.01% | 0.01% | 14 | -16,979 | -11.18% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 125,287 | 15,321 | 0.0% | 0.0% | 15 | -39,241 | -23.85% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 120,801 | 14,773 | 0.0% | 0.0% | 16 | -58,709 | -32.71% | Q2 2026 | Aug 14, 2026 |
| Darrow Company, Inc. | History | Added to | 113,925 | 13,931 | 5.4% | 5.51% | 17 | +254 | 0.22% | Q2 2026 | Jul 29, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 113,777 | 13,913 | 2.6% | 2.55% | 18 | -6,425 | -5.35% | Q2 2026 | Aug 11, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 113,518 | 13,881 | 8.12% | 7.21% | 19 | +3,818 | 3.48% | Q2 2026 | Jul 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 110,737 | 13,542 | 0.01% | 0.01% | 20 | -8,497 | -7.13% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 110,158 | 13,471 | 0.52% | 0.5% | 21 | +5,270 | 5.02% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 109,204 | 13,354 | 0.16% | 0.2% | 22 | -1,288 | -1.17% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 100,981 | 12,348 | 0.0% | 0.0% | 23 | -7,499 | -6.91% | Q2 2026 | Aug 14, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 100,836 | 12,331 | 3.17% | 3.85% | 24 | -21,950 | -17.88% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 108,457 | 11,672 | 1.14% | 1.14% | 25 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| HighTower Advisors, LLC | History | Reduced | 91,986 | 11,248 | 0.01% | 0.01% | 26 | -2,901 | -3.06% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 81,484 | 9,964 | 0.25% | 0.3% | 27 | -9,132 | -10.08% | Q2 2026 | Aug 05, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 80,162 | 9,803 | 3.78% | 2.0% | 28 | +36,498 | 83.59% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 78,871 | 9,645 | 0.0% | 0.0% | 29 | -4,192 | -5.05% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 70,945 | 8,675 | 0.13% | — | 30 | +70,945 | New | Q2 2026 | Aug 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 69,966 | 8,556 | 0.48% | 0.48% | 31 | +30 | 0.04% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,955 | 8,331 | 0.01% | 0.02% | 32 | -2,311 | -3.34% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,247 | 7,490 | 0.02% | 0.02% | 33 | -3,141 | -4.88% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,700 | 7,423 | 0.03% | 0.03% | 34 | +670 | 1.12% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 59,415 | 7,262 | 0.03% | 0.03% | 35 | +1,030 | 1.76% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 56,322 | 6,887 | 0.01% | 0.01% | 36 | +1,936 | 3.56% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,944 | 6,719 | 0.01% | 0.01% | 37 | -2,855 | -4.94% | Q2 2026 | Jul 28, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 50,271 | 6,147 | 2.3% | 2.23% | 38 | +1,334 | 2.73% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,525 | 6,056 | 0.03% | 0.03% | 39 | +428 | 0.87% | Q2 2026 | Jul 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 47,195 | 5,771 | 0.28% | 0.36% | 40 | -9,284 | -16.44% | Q2 2026 | Aug 11, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 46,553 | 5,692 | 2.48% | 2.43% | 41 | -2,423 | -4.95% | Q2 2026 | Jul 16, 2026 |
| Sovran Advisors, LLC | History | Added to | 40,711 | 5,102 | 0.38% | 0.34% | 42 | +3,296 | 8.81% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 40,051 | 4,897 | 0.01% | 0.01% | 43 | -351 | -0.87% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 39,216 | 4,795 | 0.05% | 0.05% | 44 | +2,640 | 7.22% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 38,917 | 4,759 | 0.0% | 0.01% | 45 | -121,283 | -75.71% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 37,603 | 4,598 | 0.02% | 0.02% | 46 | +2,680 | 7.67% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 36,709 | 4,489 | 0.3% | 0.51% | 47 | -22,214 | -37.7% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 36,642 | 4,485 | 0.0% | 0.0% | 48 | -2,576 | -6.57% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 36,489 | 4,462 | 0.01% | 0.01% | 49 | +10,280 | 39.22% | Q2 2026 | Aug 07, 2026 |
| Hudock, Inc. | History | Added to | 36,350 | 4,445 | 0.57% | 0.57% | 50 | +582 | 1.63% | Q2 2026 | Jul 31, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 36,039 | 4,407 | 1.27% | 1.27% | 51 | -253 | -0.7% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 35,915 | 4,392 | 0.01% | 0.01% | 52 | +6,833 | 23.5% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,496 | 4,340 | 0.0% | 0.0% | 53 | -6,046 | -14.55% | Q2 2026 | Aug 14, 2026 |
| Grange Capital, LLC | History | Reduced | 35,063 | 4,287 | 3.95% | 10.67% | 54 | -64,444 | -64.76% | Q2 2026 | Jul 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 34,683 | 4,241 | 0.42% | 0.46% | 55 | -883 | -2.48% | Q2 2026 | Jul 21, 2026 |
| Marble Wealth, LLC | History | Reduced | 33,955 | 4,152 | 0.64% | 0.65% | 56 | -514 | -1.49% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 32,760 | 4,006 | 0.06% | 0.07% | 57 | -3,112 | -8.68% | Q2 2026 | Aug 07, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 32,150 | 3,931 | 0.19% | 0.2% | 58 | -966 | -2.92% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 31,892 | 3,900 | 0.0% | 0.0% | 59 | -10,625 | -24.99% | Q2 2026 | Sep 02, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,173 | 3,445 | 0.04% | 0.04% | 60 | -1,132 | -3.86% | Q2 2026 | Aug 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 27,909 | 3,413 | 0.22% | 0.29% | 61 | -6,030 | -17.77% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 27,790 | 3,398 | 0.01% | 0.01% | 62 | +2,186 | 8.54% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 27,500 | 3,363 | 0.01% | 0.01% | 63 | -2,042 | -6.91% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 26,392 | 3,227 | 0.02% | 0.02% | 64 | -4,005 | -13.18% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 26,099 | 3,191 | 0.0% | — | 65 | +26,099 | New | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | Reduced | 26,069 | 3,187 | 0.16% | 0.18% | 66 | -2,569 | -8.97% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,046 | 3,185 | 0.01% | 0.01% | 67 | -1,538 | -5.58% | Q2 2026 | Jul 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,612 | 3,132 | 0.1% | 0.1% | 68 | +1,248 | 5.12% | Q2 2026 | Jul 31, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 24,249 | 2,965 | 0.39% | 0.46% | 69 | -4,486 | -15.61% | Q2 2026 | Jul 24, 2026 |
| Breakwater Capital Group | History | Reduced | 24,147 | 2,952 | 0.35% | 0.37% | 70 | -1,608 | -6.24% | Q2 2026 | Jul 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 24,028 | 2,938 | 1.0% | 1.1% | 71 | -2,391 | -9.05% | Q2 2026 | Aug 06, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 23,892 | 2,921 | 0.25% | 0.25% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,799 | 2,910 | 0.17% | 0.13% | 73 | -4,903 | -17.08% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,708 | 2,899 | 0.0% | 0.01% | 74 | -1,241 | -4.97% | Q2 2026 | Aug 14, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 23,646 | 2,891 | 0.77% | 0.84% | 75 | -2,512 | -9.6% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,432 | 2,865 | 0.14% | 0.13% | 76 | +1,076 | 4.81% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,434 | 2,743 | 0.05% | 0.05% | 77 | +427 | 1.94% | Q2 2026 | Jul 09, 2026 |
| Bluespring Wealth Management, LLC | History | New | 20,960 | 2,563 | 0.05% | — | 78 | +20,960 | New | Q2 2026 | Aug 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 20,843 | 2,548 | 0.72% | 0.78% | 79 | -2,246 | -9.73% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,921 | 2,436 | 0.04% | 0.04% | 80 | -3,202 | -13.85% | Q2 2026 | Aug 10, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 19,857 | 2,428 | 0.52% | 0.55% | 81 | -1,160 | -5.52% | Q2 2026 | Aug 14, 2026 |
| Finward Bancorp | History | Reduced | 19,789 | 2,419 | 1.83% | 2.41% | 82 | -8,205 | -29.31% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 18,481 | 2,260 | 0.09% | 0.03% | 83 | +10,764 | 139.48% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 17,896 | 2,188 | 0.15% | 0.15% | 84 | +11 | 0.06% | Q2 2026 | Aug 04, 2026 |
| Baron Financial Group, LLC | History | Reduced | 17,775 | 2,173 | 1.04% | 1.08% | 85 | -800 | -4.31% | Q2 2026 | Jul 09, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 17,596 | 2,151 | 1.33% | 1.5% | 86 | -2,584 | -12.8% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 17,375 | 2,124 | 0.12% | 0.12% | 87 | +249 | 1.45% | Q2 2026 | Jul 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 17,253 | 2,109 | 0.16% | 0.18% | 88 | -1,117 | -6.08% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,303 | 1,993 | 0.02% | 0.02% | 89 | -30 | -0.18% | Q2 2026 | Jul 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 15,984 | 1,954 | 0.19% | 0.2% | 90 | -439 | -2.67% | Q2 2026 | Jul 09, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 15,622 | 1,910 | 0.8% | 0.9% | 91 | +347 | 2.27% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,546 | 1,901 | 0.08% | 0.07% | 92 | +291 | 1.91% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Reduced | 17,362 | 1,884 | 0.03% | 0.03% | 93 | -43 | -0.25% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 14,926 | 1,825 | 0.06% | 0.07% | 94 | +11 | 0.07% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 14,167 | 1,732 | 0.0% | 0.0% | 95 | -29 | -0.2% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 13,880 | 1,697 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CSM Advisors, LLC | History | No change | 13,500 | 1,651 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Reduced | 13,275 | 1,623 | 0.01% | 0.08% | 98 | -41,035 | -75.56% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 13,251 | 1,620 | 0.46% | 0.54% | 99 | -239 | -1.77% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,503 | 1,528 | 0.01% | 0.01% | 100 | +1,221 | 10.82% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 12,459 | 1,523 | 0.14% | 0.19% | 101 | -3,230 | -20.59% | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | Reduced | 12,422 | 1,519 | 0.11% | 0.11% | 102 | -550 | -4.24% | Q2 2026 | Aug 13, 2026 |
| Financial Alternatives, Inc | History | No change | 12,301 | 1,504 | 0.74% | 0.71% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 11,937 | 1,459 | 0.01% | 0.01% | 104 | +2,179 | 22.33% | Q2 2026 | Jul 15, 2026 |
| Planned Solutions, Inc. | History | Reduced | 11,658 | 1,425 | 0.41% | 0.45% | 105 | -1,111 | -8.7% | Q2 2026 | Jul 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 11,612 | 1,420 | 0.93% | 0.88% | 106 | +220 | 1.93% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | No change | 11,417 | 1,396 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 11,175 | 1,366 | 0.01% | 0.01% | 108 | -1,954 | -14.88% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,989 | 1,343 | 0.02% | 0.02% | 109 | -601 | -5.19% | Q2 2026 | Aug 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 10,989 | 1,343 | 0.3% | 0.31% | 110 | -550 | -4.77% | Q2 2026 | Jul 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,593 | 1,295 | 0.2% | 0.22% | 111 | -1,627 | -13.31% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,456 | 1,278 | 0.0% | 0.0% | 112 | +1,016 | 10.76% | Q2 2026 | Aug 19, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 10,387 | 1,270 | 0.39% | 0.39% | 113 | +20 | 0.19% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Reduced | 10,189 | 1,246 | 0.0% | 0.0% | 114 | -116 | -1.13% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 9,571 | 1,170 | 0.02% | 0.02% | 115 | -236 | -2.41% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 9,417 | 1,151 | 0.46% | 0.45% | 116 | +330 | 3.63% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 10,554 | 1,135 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,116 | 1,114 | 0.01% | 0.01% | 118 | -242 | -2.59% | Q2 2026 | Aug 14, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 9,114 | 1,114 | 0.5% | 0.52% | 119 | +145 | 1.62% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,819 | 1,078 | 0.01% | 0.01% | 121 | -925 | -9.49% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,820 | 1,078 | 0.01% | 0.01% | 120 | -711 | -7.46% | Q2 2026 | Aug 12, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 8,774 | 1,072 | 0.25% | 0.27% | 122 | -272 | -3.01% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 8,721 | 1,066 | 0.05% | 0.05% | 123 | +127 | 1.48% | Q2 2026 | Aug 11, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 8,395 | 1,026 | 0.26% | 0.25% | 124 | +178 | 2.17% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,336 | 1,019 | 0.01% | 0.01% | 125 | +1,902 | 29.56% | Q2 2026 | Aug 18, 2026 |
| Fairway Wealth LLC | History | Added to | 8,233 | 1,006 | 0.23% | 0.23% | 126 | +4 | 0.05% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,036 | 982 | 0.02% | 0.02% | 127 | -231 | -2.79% | Q2 2026 | Aug 14, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 7,663 | 937 | 0.22% | 0.23% | 128 | -129 | -1.66% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,612 | 930 | 0.02% | 0.04% | 129 | -3,748 | -32.99% | Q2 2026 | Jul 21, 2026 |
| Centerpoint Advisory Group | History | Reduced | 7,388 | 903 | 0.57% | 0.63% | 130 | -370 | -4.77% | Q2 2026 | Jul 29, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 7,294 | 892 | 0.49% | 0.51% | 131 | -26 | -0.36% | Q2 2026 | Aug 07, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 7,230 | 884 | 0.1% | 1.58% | 132 | -106,090 | -93.62% | Q2 2026 | Jul 28, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 7,193 | 879 | 0.26% | 0.27% | 133 | +1 | 0.01% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | Reduced | 7,023 | 858 | 0.06% | 0.06% | 134 | -425 | -5.71% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,018 | 858 | 0.01% | 0.01% | 135 | +1 | 0.01% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | New | 2,286 | 831 | 0.07% | — | 136 | +2,286 | New | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,709 | 820 | 0.03% | 0.07% | 137 | -11,186 | -62.51% | Q2 2026 | Jul 31, 2026 |
| Phraction Management LLC | History | No change | 6,710 | 820 | 0.14% | 0.15% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,519 | 797 | 0.03% | 0.03% | 139 | +1,086 | 19.99% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,459 | 789 | 0.0% | 0.0% | 140 | -286 | -4.24% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,318 | 772 | 0.04% | 0.04% | 141 | -134 | -2.08% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,264 | 766 | 0.02% | 0.03% | 142 | -5,133 | -45.04% | Q2 2026 | Aug 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,250 | 764 | 0.19% | 0.19% | 143 | +318 | 5.36% | Q2 2026 | Jul 20, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 6,050 | 739 | 0.18% | 0.18% | 144 | +12 | 0.2% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | New | 6,024 | 736 | 0.0% | — | 145 | +6,024 | New | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 5,980 | 731 | 0.02% | 0.02% | 146 | +434 | 7.83% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | New | 5,854 | 715 | 0.04% | — | 147 | +5,854 | New | Q2 2026 | Jul 27, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 5,826 | 712 | 0.26% | 0.33% | 148 | -1,210 | -17.2% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,788 | 707 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,486 | 670 | 0.0% | 0.0% | 150 | -1,899 | -25.71% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,300 | 648 | 0.0% | 0.01% | 151 | +2,651 | 100.08% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Reduced | 5,266 | 643 | 0.01% | 0.01% | 152 | -1,330 | -20.16% | Q2 2026 | Aug 10, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 6,241 | 641 | 0.66% | 0.51% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,099 | 623 | 0.0% | 0.0% | 154 | +1,648 | 47.75% | Q2 2026 | Aug 12, 2026 |
| TAGStone Capital, Inc. | History | Added to | 5,039 | 616 | 0.2% | 0.12% | 155 | +1,892 | 60.12% | Q2 2026 | Aug 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 4,949 | 605 | 0.03% | 0.14% | 156 | -19,407 | -79.68% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,851 | 593 | 0.0% | 0.0% | 157 | -220 | -4.34% | Q2 2026 | Jul 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,840 | 591 | 0.2% | 0.28% | 159 | -3,729 | -43.52% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,742 | 591 | 0.05% | 0.06% | 158 | -570 | -10.73% | Q2 2026 | Jul 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,807 | 587 | 0.18% | 0.18% | 160 | +21 | 0.44% | Q2 2026 | Jul 30, 2026 |
| Csenge Advisory Group | History | Reduced | 4,772 | 583 | 0.02% | 0.03% | 161 | -596 | -11.1% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,762 | 582 | 0.0% | 0.0% | 162 | -609 | -11.34% | Q2 2026 | Aug 14, 2026 |
| Bank of New Hampshire | History | Reduced | 4,745 | 580 | 0.12% | 0.12% | 163 | -240 | -4.81% | Q2 2026 | Jul 14, 2026 |
| PFG Advisors | History | Reduced | 4,715 | 576 | 0.03% | 0.02% | 164 | -1 | -0.02% | Q2 2026 | Jul 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,493 | 549 | 0.01% | 0.01% | 165 | -63 | -1.38% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,428 | 541 | 0.01% | 0.02% | 166 | -3,090 | -41.1% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Reduced | 4,419 | 540 | 0.1% | 0.11% | 167 | -1,167 | -20.89% | Q2 2026 | Jul 10, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 4,412 | 539 | 0.36% | 0.24% | 168 | +29 | 0.66% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,386 | 536 | 0.0% | 0.0% | 169 | +1,044 | 31.24% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 4,325 | 528 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,270 | 527 | 0.03% | 0.03% | 171 | -58 | -1.34% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | New | 4,305 | 526 | 0.01% | — | 172 | +4,305 | New | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 4,259 | 520 | 0.04% | 0.04% | 174 | +256 | 6.4% | Q2 2026 | Jul 07, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 4,254 | 520 | 0.14% | 0.14% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 4,207 | 514 | 0.0% | 0.0% | 175 | +1 | 0.02% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,140 | 506 | 0.01% | — | 176 | +4,140 | New | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,000 | 489 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 3,914 | 478 | 0.08% | 0.1% | 178 | -21 | -0.53% | Q2 2026 | Jul 28, 2026 |
| Sankala Group LLC | History | Added to | 3,733 | 476 | 0.32% | 0.21% | 180 | +1,251 | 50.4% | Q2 2026 | Aug 18, 2026 |
| Summit Financial, LLC | History | Reduced | 3,896 | 476 | 0.01% | 0.01% | 179 | -351 | -8.26% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | New | 3,842 | 464 | 0.02% | — | 181 | +3,842 | New | Q2 2026 | Aug 12, 2026 |
| Index Technologies Group LLC | History | Reduced | 3,789 | 463 | 0.37% | 0.54% | 182 | -792 | -17.29% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | New | 3,631 | 444 | 0.32% | — | 183 | +3,631 | New | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,582 | 438 | 0.05% | 0.05% | 184 | +49 | 1.39% | Q2 2026 | Jul 09, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,575 | 437 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEVEN MILE ADVISORY | History | New | 3,544 | 433 | 0.29% | — | 186 | +3,544 | New | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 3,472 | 424 | 0.37% | 0.38% | 187 | -171 | -4.69% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,463 | 423 | 0.01% | 0.01% | 189 | -475 | -12.06% | Q2 2026 | Aug 03, 2026 |
| Fairscale Capital, LLC | History | No change | 3,461 | 423 | 0.25% | 0.26% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,407 | 416 | 0.0% | 0.0% | 190 | -15 | -0.44% | Q2 2026 | Aug 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,366 | 411 | 0.26% | 0.25% | 191 | +8 | 0.24% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,270 | 399 | 0.0% | — | 192 | +3,270 | New | Q2 2026 | Sep 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 3,260 | 398 | 0.01% | 0.01% | 193 | -85 | -2.54% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 3,230 | 394 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,150 | 385 | 0.06% | 0.07% | 195 | -599 | -15.98% | Q2 2026 | Jul 24, 2026 |
| Santori & Peters, Inc. | History | No change | 3,121 | 381 | 0.11% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Verum Partners LLC | History | Added to | 3,072 | 375 | 0.06% | 0.06% | 197 | +8 | 0.26% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,013 | 368 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | New | 2,996 | 366 | 0.01% | — | 199 | +2,996 | New | Q2 2026 | Jul 15, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 2,970 | 363 | 0.01% | 0.02% | 200 | -208 | -6.54% | Q2 2026 | Jul 29, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 2,955 | 361 | 0.05% | 0.04% | 201 | +595 | 25.21% | Q2 2026 | Aug 03, 2026 |
| Avestar Capital, LLC | History | Reduced | 2,909 | 355 | 0.02% | 0.02% | 202 | -75 | -2.51% | Q2 2026 | Jul 29, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | New | 2,820 | 344 | 0.35% | — | 203 | +2,820 | New | Q2 2026 | Jul 08, 2026 |
| Claris Financial LLC | History | No change | 3,185 | 342 | 0.19% | 0.19% | 204 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Rossby Financial, LCC | History | Reduced | 2,759 | 337 | 0.06% | 0.06% | 205 | -184 | -6.25% | Q2 2026 | Aug 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,726 | 333 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Bank of Kentucky | History | No change | 2,700 | 330 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 2,673 | 326 | 0.22% | 0.22% | 208 | -139 | -4.94% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,646 | 323 | 0.01% | 0.01% | 209 | -172 | -6.1% | Q2 2026 | Jul 20, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,645 | 323 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Added to | 2,609 | 319 | 0.0% | 0.0% | 211 | +1,674 | 179.04% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 2,575 | 314 | 0.12% | 0.58% | 212 | -10,413 | -80.17% | Q2 2026 | Jul 23, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,561 | 313 | 0.0% | 0.0% | 213 | -197 | -7.14% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,545 | 311 | 0.0% | 0.0% | 214 | +188 | 7.98% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,541 | 310 | 0.01% | 0.01% | 215 | -65 | -2.49% | Q2 2026 | Jul 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,505 | 306 | 0.0% | 0.01% | 216 | -678 | -21.3% | Q2 2026 | Jul 14, 2026 |
| Bawa N Mallick Trust | History | No change | 2,500 | 305 | 0.1% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,464 | 301 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 2,453 | 299 | 0.02% | 0.02% | 219 | -35 | -1.41% | Q2 2026 | Jul 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,380 | 291 | 0.0% | — | 221 | +2,380 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 2,379 | 291 | 0.08% | 0.08% | 220 | +5 | 0.21% | Q2 2026 | Jul 21, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,359 | 288 | 0.14% | 0.14% | 222 | +6 | 0.25% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | Added to | 2,347 | 287 | 0.14% | 0.14% | 223 | +18 | 0.77% | Q2 2026 | Jul 30, 2026 |
| Wharton Business Group, LLC | History | Reduced | 2,230 | 272 | 0.01% | 0.01% | 224 | -415 | -15.69% | Q2 2026 | Aug 10, 2026 |
| Tactive Advisors, LLC | History | Reduced | 2,217 | 271 | 0.07% | 0.07% | 225 | -48 | -2.12% | Q2 2026 | Jul 08, 2026 |
| Trilogy Capital Inc. | History | No change | 2,192 | 268 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CVA Family Office, LLC | History | Reduced | 2,175 | 265 | 0.02% | 0.03% | 227 | -93 | -4.1% | Q2 2026 | Aug 07, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 2,158 | 263 | 0.17% | 0.21% | 228 | -419 | -16.26% | Q2 2026 | Aug 20, 2026 |
| Larson Financial Group LLC | History | Added to | 2,148 | 262 | 0.01% | — | 229 | +2,146 | 107300.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 2,071 | 253 | 0.05% | 0.1% | 230 | -2,224 | -51.78% | Q2 2026 | Jul 22, 2026 |
| West Branch Capital LLC | History | No change | 2,055 | 251 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 2,022 | 247 | 0.05% | 0.04% | 232 | +5 | 0.25% | Q2 2026 | Jul 24, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 2,021 | 247 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 2,018 | 246 | 0.05% | 0.05% | 234 | +28 | 1.41% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,952 | 238 | 0.0% | 0.0% | 235 | -92 | -4.5% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,939 | 237 | 0.01% | 0.01% | 237 | -11 | -0.56% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,944 | 237 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BankPlus Wealth Management LLC | History | Reduced | 1,917 | 234 | 0.11% | 0.12% | 238 | -176 | -8.41% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,162 | 232 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | New | 1,797 | 219 | 0.17% | — | 240 | +1,797 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,700 | 207 | 0.0% | 0.0% | 241 | -1,100 | -39.29% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 1,685 | 206 | 0.02% | — | 242 | +1,685 | New | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 1,679 | 205 | 0.01% | — | 243 | +1,679 | New | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,629 | 199 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BAYBAN | History | No change | 1,500 | 183 | 0.14% | 0.14% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,396 | 170 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,208 | 147 | 0.01% | 0.21% | 247 | -18,033 | -93.72% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,120 | 136 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,111 | 135 | 0.0% | 0.0% | 249 | +478 | 75.51% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 928 | 113 | 0.11% | 0.1% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | New | 886 | 108 | 0.01% | — | 251 | +886 | New | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 829 | 101 | 0.01% | — | 253 | +829 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 830 | 101 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 820 | 100 | 0.0% | 0.0% | 254 | -315 | -27.75% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 791 | 96 | 0.0% | 0.0% | 255 | -75 | -8.66% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 776 | 94 | 0.0% | 0.0% | 256 | +47 | 6.45% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 758 | 92 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 683 | 83 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBZ Investment Advisors LLC | History | No change | 511 | 62 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 498 | 60 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GGM Financial LLC | History | Added to | 454 | 55 | 0.02% | 0.02% | 261 | +1 | 0.22% | Q2 2026 | Jul 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 407 | 49 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 400 | 48 | 0.0% | 0.0% | 263 | -22 | -5.21% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 378 | 46 | 0.0% | — | 264 | +378 | New | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 369 | 45 | 0.0% | 0.0% | 266 | -327 | -46.98% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 375 | 45 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 360 | 44 | 0.0% | 0.0% | 267 | +114 | 46.34% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 339 | 41 | 0.0% | 0.0% | 268 | -26 | -7.12% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 314 | 38 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 295 | 36 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | New | 284 | 34 | 0.01% | — | 272 | +284 | New | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 281 | 34 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Added to | 271 | 33 | 0.0% | 0.0% | 273 | +1 | 0.37% | Q2 2026 | Aug 03, 2026 |
| Kozak & Associates, Inc. | History | No change | 229 | 28 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | No change | 237 | 28 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 217 | 26 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 203 | 24 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 180 | 22 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Copia Wealth Management | History | No change | 155 | 18 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 140 | 17 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 136 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 129 | 15 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 118 | 14 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 110 | 13 | 0.0% | 0.0% | 284 | +4 | 3.77% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | No change | 108 | 13 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Park Place Capital Corp | History | No change | 109 | 13 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | New | 101 | 12 | 0.01% | — | 290 | +101 | New | Q2 2026 | Aug 03, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 100 | 12 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Davis Capital Management | History | No change | 104 | 12 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | Added to | 82 | 10 | 0.0% | — | 291 | +81 | 8100.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 83 | 10 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 80 | 9 | 0.0% | — | 294 | +80 | New | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | Added to | 79 | 9 | 0.0% | 0.0% | 293 | +1 | 1.28% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 60 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 38 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |