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 | No change | 1,717,281 | 210,006 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,063,264 | 130,026 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 667,457 | 81,623 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 648,368 | 79,288 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 370,698 | 45,332 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 334,458 | 39,740 | 4.16% | 4.0% | 6 | +6,533 | 1.99% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 258,031 | 31,554 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 197,674 | 24,173 | 17.14% | 17.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,727 | 19,929 | 0.03% | 0.03% | 9 | -14,326 | -7.87% | Q3 2026 | Nov 02, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 162,594 | 19,883 | 1.23% | 1.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 151,554 | 18,533 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 143,288 | 17,441 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 137,369 | 16,803 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 125,287 | 15,321 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 120,801 | 14,773 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 113,777 | 13,913 | 2.6% | 2.6% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 116,390 | 13,829 | 0.01% | 0.01% | 17 | -18,519 | -13.73% | Q3 2026 | Nov 02, 2026 |
| Darrow Company, Inc. | History | Added to | 115,725 | 13,750 | 5.49% | 5.4% | 18 | +1,800 | 1.58% | Q3 2026 | Oct 22, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 114,634 | 13,620 | 7.8% | 8.12% | 19 | +1,116 | 0.98% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 110,737 | 13,542 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 109,204 | 13,354 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 100,981 | 12,348 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Wealth Management, LLC | History | No change | 100,836 | 12,331 | 3.17% | 3.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 94,799 | 11,593 | 0.94% | 0.94% | 24 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| HighTower Advisors, LLC | History | No change | 91,986 | 11,248 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 78,871 | 9,645 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 79,239 | 9,415 | 0.23% | 0.25% | 27 | -2,245 | -2.76% | Q3 2026 | Oct 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 70,945 | 8,675 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 64,793 | 7,895 | 0.01% | 0.01% | 29 | -2,162 | -3.23% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 60,700 | 7,423 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 62,070 | 7,375 | 0.4% | 0.48% | 31 | -7,896 | -11.29% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 59,415 | 7,262 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 58,767 | 6,983 | 0.02% | 0.02% | 33 | -2,480 | -4.05% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 56,322 | 6,887 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 53,225 | 6,324 | 0.01% | 0.01% | 35 | -1,719 | -3.13% | Q3 2026 | Oct 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 52,329 | 6,217 | 0.23% | 0.52% | 36 | -57,829 | -52.5% | Q3 2026 | Oct 26, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 50,759 | 6,031 | 2.19% | 2.3% | 37 | +488 | 0.97% | Q3 2026 | Nov 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 49,901 | 5,929 | 0.03% | 0.03% | 38 | +376 | 0.76% | Q3 2026 | Oct 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 47,195 | 5,771 | 0.28% | 0.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 40,051 | 4,897 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,839 | 4,852 | 0.05% | 0.05% | 41 | +1,623 | 4.14% | Q3 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,917 | 4,759 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 37,603 | 4,598 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 36,709 | 4,489 | 0.3% | 0.3% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 36,642 | 4,485 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,489 | 4,462 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 35,915 | 4,392 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 35,496 | 4,340 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 35,932 | 4,269 | 1.23% | 1.27% | 49 | -107 | -0.3% | Q3 2026 | Oct 22, 2026 |
| Hudock, Inc. | History | Reduced | 35,808 | 4,254 | 0.54% | 0.57% | 50 | -542 | -1.49% | Q3 2026 | Oct 14, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 35,122 | 4,173 | 1.64% | 3.78% | 51 | -45,040 | -56.19% | Q3 2026 | Oct 28, 2026 |
| Marble Wealth, LLC | History | No change | 33,955 | 4,152 | 0.64% | 0.64% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Strategies LLC | History | No change | 34,683 | 4,121 | 0.4% | 0.42% | 53 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 32,622 | 4,015 | 0.28% | 0.38% | 54 | -8,089 | -19.87% | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,892 | 3,900 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 32,516 | 3,863 | 0.06% | 0.06% | 56 | -244 | -0.74% | Q3 2026 | Oct 22, 2026 |
| Grange Capital, LLC | History | Reduced | 31,331 | 3,722 | 3.48% | 3.95% | 57 | -3,732 | -10.64% | Q3 2026 | Oct 20, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 31,041 | 3,688 | 0.18% | 0.19% | 58 | -1,109 | -3.45% | Q3 2026 | Nov 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 27,909 | 3,413 | 0.22% | 0.22% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 27,790 | 3,398 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 27,500 | 3,363 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,535 | 3,271 | 0.01% | 0.01% | 62 | +1,489 | 5.72% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,392 | 3,227 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 26,099 | 3,191 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 26,069 | 3,187 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 26,355 | 3,131 | 0.03% | 0.04% | 66 | -1,818 | -6.45% | Q3 2026 | Oct 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,694 | 3,053 | 0.09% | 0.1% | 67 | +82 | 0.32% | Q3 2026 | Oct 29, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 23,892 | 2,921 | 0.25% | 0.25% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 23,708 | 2,899 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 23,646 | 2,891 | 0.77% | 0.77% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 24,126 | 2,866 | 0.36% | 0.39% | 71 | -123 | -0.51% | Q3 2026 | Oct 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 23,432 | 2,865 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,757 | 2,822 | 0.14% | 0.17% | 73 | -42 | -0.18% | Q3 2026 | Nov 02, 2026 |
| Breakwater Capital Group | History | Reduced | 23,108 | 2,745 | 0.33% | 0.35% | 74 | -1,039 | -4.3% | Q3 2026 | Oct 08, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 22,845 | 2,714 | 0.92% | 1.0% | 75 | -1,183 | -4.92% | Q3 2026 | Nov 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,285 | 2,647 | 0.04% | 0.05% | 76 | -149 | -0.66% | Q3 2026 | Oct 21, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 20,960 | 2,563 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | New | 20,897 | 2,482 | 0.15% | — | 78 | +20,897 | New | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 19,921 | 2,436 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Milestone Investment Advisors LLC | History | No change | 19,857 | 2,428 | 0.52% | 0.52% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finward Bancorp | History | Reduced | 19,434 | 2,309 | 1.7% | 1.83% | 81 | -355 | -1.79% | Q3 2026 | Oct 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,481 | 2,260 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 17,896 | 2,188 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TME FINANCIAL, INC. | History | Added to | 18,190 | 2,161 | 1.33% | 1.33% | 84 | +594 | 3.38% | Q3 2026 | Oct 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 17,253 | 2,109 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Financial Group, LLC | History | Reduced | 17,213 | 2,045 | 1.0% | 1.04% | 86 | -562 | -3.16% | Q3 2026 | Oct 09, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 16,779 | 1,993 | 0.56% | 0.72% | 87 | -4,064 | -19.5% | Q3 2026 | Nov 02, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 16,549 | 1,966 | 0.8% | 0.8% | 88 | +927 | 5.93% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 16,340 | 1,941 | 0.1% | 0.12% | 89 | -1,035 | -5.96% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,275 | 1,933 | 0.01% | 0.02% | 90 | -28 | -0.17% | Q3 2026 | Oct 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 15,963 | 1,896 | 0.07% | 0.08% | 91 | +417 | 2.68% | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 17,362 | 1,884 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 14,926 | 1,825 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 14,876 | 1,767 | 0.18% | 0.19% | 94 | -1,108 | -6.93% | Q3 2026 | Oct 14, 2026 |
| Quantinno Capital Management LP | History | No change | 14,167 | 1,732 | 0.0% | 0.0% | 95 | 0 | 0.0% | 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 | No change | 13,275 | 1,623 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 13,464 | 1,599 | 0.02% | 0.01% | 99 | +1,527 | 12.79% | Q3 2026 | Oct 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 12,906 | 1,533 | 0.43% | 0.46% | 100 | -345 | -2.6% | Q3 2026 | Oct 29, 2026 |
| Waverly Advisors, LLC | History | No change | 12,503 | 1,528 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 12,422 | 1,519 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Alternatives, Inc | History | No change | 12,301 | 1,504 | 0.74% | 0.74% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 12,470 | 1,481 | 0.14% | 0.14% | 104 | +11 | 0.09% | Q3 2026 | Oct 19, 2026 |
| WealthTrak Capital Management LLC | History | No change | 11,612 | 1,420 | 0.93% | 0.93% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROWN ADVISORY INC | History | No change | 11,417 | 1,396 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planned Solutions, Inc. | History | No change | 11,658 | 1,385 | 0.38% | 0.41% | 107 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 11,175 | 1,366 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,989 | 1,343 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 11,204 | 1,331 | 0.29% | 0.3% | 110 | +215 | 1.96% | Q3 2026 | Nov 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 10,593 | 1,295 | 0.2% | 0.2% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,456 | 1,278 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FMR LLC | History | No change | 10,189 | 1,246 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 10,338 | 1,228 | 0.38% | 0.39% | 114 | -49 | -0.47% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,571 | 1,170 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 9,116 | 1,114 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 9,136 | 1,085 | 0.46% | 0.5% | 117 | +22 | 0.24% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 8,820 | 1,078 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,819 | 1,078 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,028 | 1,072 | 0.33% | 0.46% | 120 | -389 | -4.13% | Q3 2026 | Oct 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 8,721 | 1,066 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 8,721 | 1,036 | 0.23% | 0.25% | 122 | -53 | -0.6% | Q3 2026 | Oct 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,336 | 1,019 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,306 | 986 | 0.04% | 0.03% | 124 | +1,787 | 27.41% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 8,036 | 982 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairway Wealth LLC | History | Added to | 8,234 | 978 | 0.21% | 0.23% | 126 | +1 | 0.01% | Q3 2026 | Oct 30, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 7,663 | 937 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,872 | 935 | 0.22% | 0.26% | 128 | -523 | -6.23% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,612 | 930 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 7,294 | 892 | 0.49% | 0.49% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | Reduced | 7,338 | 871 | 0.54% | 0.57% | 131 | -50 | -0.68% | Q3 2026 | Oct 23, 2026 |
| WBH ADVISORY INC | History | No change | 7,023 | 858 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,018 | 858 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,045 | 840 | 0.24% | 0.26% | 134 | -148 | -2.06% | Q3 2026 | Oct 09, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 2,286 | 831 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,709 | 820 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 6,737 | 800 | 0.09% | 0.1% | 137 | -493 | -6.82% | Q3 2026 | Nov 04, 2026 |
| Phraction Management LLC | History | No change | 6,710 | 797 | 0.15% | 0.14% | 138 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,459 | 789 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,561 | 779 | 0.19% | 0.19% | 140 | +311 | 4.98% | Q3 2026 | Oct 29, 2026 |
| Jacobi Capital Management LLC | History | No change | 6,318 | 772 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,264 | 766 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 6,050 | 739 | 0.18% | 0.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 6,024 | 736 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 5,980 | 731 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 5,826 | 712 | 0.26% | 0.26% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,788 | 707 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,854 | 695 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,486 | 670 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 5,300 | 648 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 6,241 | 641 | 0.66% | 0.66% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,099 | 623 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TAGStone Capital, Inc. | History | No change | 5,039 | 616 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,949 | 605 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,851 | 593 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 4,840 | 591 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,762 | 582 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 4,612 | 564 | 0.05% | 0.05% | 158 | -130 | -2.74% | Q3 2026 | Oct 13, 2026 |
| Bank of New Hampshire | History | No change | 4,745 | 563 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| PFG Advisors | History | No change | 4,715 | 560 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Csenge Advisory Group | History | Reduced | 4,670 | 554 | 0.02% | 0.02% | 161 | -102 | -2.14% | Q3 2026 | Nov 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,428 | 541 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,386 | 536 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 4,305 | 526 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 4,419 | 525 | 0.0% | 0.01% | 165 | -847 | -16.08% | Q3 2026 | Oct 28, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 4,402 | 523 | 0.35% | 0.36% | 166 | -10 | -0.23% | Q3 2026 | Oct 20, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 4,254 | 520 | 0.14% | 0.14% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,140 | 506 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | No change | 4,259 | 506 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,243 | 504 | 0.01% | 0.01% | 170 | -250 | -5.56% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | No change | 4,207 | 499 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,000 | 489 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,914 | 478 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 3,896 | 476 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | No change | 3,733 | 476 | 0.32% | 0.32% | 175 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,965 | 472 | 0.03% | 0.03% | 176 | -305 | -7.14% | Q3 2026 | Nov 02, 2026 |
| High Note Wealth, LLC | History | Reduced | 3,938 | 467 | 0.08% | 0.09% | 177 | -387 | -8.95% | Q3 2026 | Oct 27, 2026 |
| Index Technologies Group LLC | History | No change | 3,789 | 463 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 3,889 | 462 | 0.08% | 0.1% | 179 | -530 | -11.99% | Q3 2026 | Oct 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 3,812 | 452 | 0.14% | 0.18% | 180 | -995 | -20.7% | Q3 2026 | Oct 26, 2026 |
| Hershey Financial Advisers, LLC | History | No change | 3,631 | 444 | 0.32% | 0.32% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,582 | 438 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,575 | 424 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,544 | 421 | 0.28% | 0.29% | 184 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fairscale Capital, LLC | History | Reduced | 3,417 | 419 | 0.25% | 0.25% | 185 | -44 | -1.27% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,407 | 416 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 3,472 | 412 | 0.36% | 0.37% | 187 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 3,369 | 400 | 0.25% | 0.26% | 188 | +3 | 0.09% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,270 | 399 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,260 | 398 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset One Wealth Management LLC | History | New | 3,322 | 394 | 0.03% | — | 192 | +3,322 | New | Q3 2026 | Nov 02, 2026 |
| COMMERCE BANK | History | No change | 3,230 | 394 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 3,150 | 385 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Verum Partners LLC | History | Added to | 3,074 | 365 | 0.06% | 0.06% | 194 | +2 | 0.07% | Q3 2026 | Oct 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,972 | 364 | 0.0% | 0.01% | 195 | -24 | -0.8% | Q3 2026 | Nov 04, 2026 |
| Summit Wealth Partners, LLC | History | No change | 2,955 | 361 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Obermeyer Wealth Partners | History | Added to | 2,971 | 353 | 0.01% | 0.01% | 197 | +1 | 0.03% | Q3 2026 | Oct 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,916 | 346 | 0.01% | 0.01% | 198 | -547 | -15.8% | Q3 2026 | Oct 22, 2026 |
| Rossby Financial, LCC | History | No change | 2,759 | 337 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,726 | 333 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,798 | 332 | 0.0% | 0.0% | 201 | -215 | -7.14% | Q3 2026 | Oct 16, 2026 |
| Indivisible Partners | History | New | 2,745 | 326 | 0.01% | — | 202 | +2,745 | New | Q3 2026 | Oct 26, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 2,645 | 323 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 2,700 | 320 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MAI Capital Management | History | No change | 2,609 | 319 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 2,561 | 313 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,545 | 311 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bawa N Mallick Trust | History | No change | 2,500 | 305 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 2,542 | 302 | 0.22% | 0.22% | 209 | -131 | -4.9% | Q3 2026 | Oct 15, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,464 | 301 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,505 | 297 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,497 | 296 | 0.01% | 0.01% | 212 | -44 | -1.73% | Q3 2026 | Oct 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,475 | 294 | 0.02% | — | 213 | +2,475 | New | Q3 2026 | Oct 29, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 2,463 | 292 | 0.28% | 0.35% | 214 | -357 | -12.66% | Q3 2026 | Oct 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,453 | 291 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Darwin Wealth Management, LLC | History | No change | 2,379 | 291 | 0.08% | 0.08% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,361 | 280 | 0.11% | 0.14% | 217 | +2 | 0.08% | Q3 2026 | Oct 16, 2026 |
| CAP Partners, LLC | History | Reduced | 2,336 | 277 | 0.13% | 0.14% | 218 | -11 | -0.47% | Q3 2026 | Oct 19, 2026 |
| StoneX Group Inc. | History | Reduced | 2,192 | 274 | 0.01% | 0.02% | 219 | -1,650 | -42.95% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,308 | 274 | 0.0% | 0.01% | 220 | -338 | -12.77% | Q3 2026 | Oct 16, 2026 |
| Tactive Advisors, LLC | History | Added to | 2,306 | 274 | 0.07% | 0.07% | 221 | +89 | 4.01% | Q3 2026 | Oct 08, 2026 |
| Wharton Business Group, LLC | History | No change | 2,230 | 272 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 2,175 | 265 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 2,148 | 262 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,188 | 259 | 0.01% | 0.01% | 225 | -4 | -0.18% | Q3 2026 | Oct 20, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 2,021 | 247 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Herold Advisors, Inc. | History | No change | 2,071 | 246 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,952 | 238 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,944 | 237 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,939 | 237 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 1,978 | 235 | 0.04% | 0.05% | 231 | -44 | -2.18% | Q3 2026 | Oct 21, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 1,929 | 229 | 0.08% | 0.12% | 232 | -646 | -25.09% | Q3 2026 | Oct 14, 2026 |
| Santori & Peters, Inc. | History | Reduced | 1,897 | 225 | 0.06% | 0.11% | 233 | -1,224 | -39.22% | Q3 2026 | Oct 26, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 1,797 | 219 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Branch Capital LLC | History | Reduced | 1,811 | 215 | 0.05% | 0.06% | 235 | -244 | -11.87% | Q3 2026 | Oct 20, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 1,745 | 207 | 0.04% | 0.05% | 237 | -273 | -13.53% | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,700 | 207 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,679 | 205 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 1,685 | 200 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,629 | 193 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BAYBAN | History | No change | 1,500 | 183 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,396 | 170 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 1,208 | 147 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,120 | 136 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,111 | 135 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 928 | 110 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 886 | 108 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 879 | 107 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 830 | 101 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 829 | 101 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 820 | 100 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 791 | 96 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 776 | 94 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 758 | 92 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 683 | 81 | 0.03% | 0.02% | 255 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 498 | 60 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 481 | 57 | 0.0% | 0.0% | 257 | +142 | 41.89% | Q3 2026 | Nov 04, 2026 |
| GGM Financial LLC | History | No change | 454 | 55 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 417 | 49 | 0.02% | 0.02% | 260 | -94 | -18.4% | Q3 2026 | Oct 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 407 | 49 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 47 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| IFG Advisory, LLC | History | No change | 378 | 46 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 360 | 44 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 375 | 44 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 315 | 37 | 0.01% | 0.01% | 265 | +1 | 0.32% | Q3 2026 | Oct 21, 2026 |
| BlackRock, Inc. | History | No change | 295 | 36 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 284 | 34 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 271 | 33 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Root Financial Partners, LLC | History | New | 274 | 32 | 0.0% | — | 269 | +274 | New | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | No change | 237 | 28 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Kozak & Associates, Inc. | History | No change | 229 | 27 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 218 | 25 | 0.02% | 0.02% | 272 | +1 | 0.46% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 203 | 24 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 180 | 21 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 169 | 20 | 0.0% | 0.0% | 275 | -200 | -54.2% | Q3 2026 | Oct 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 151 | 18 | 0.0% | — | 277 | +151 | New | Q3 2026 | Nov 04, 2026 |
| Copia Wealth Management | History | No change | 155 | 18 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 140 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 136 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 131 | 15 | 0.0% | — | 281 | +131 | New | Q3 2026 | Oct 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 129 | 15 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 118 | 14 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Next Level Wealth Planning, LLC | History | New | 116 | 13 | 0.01% | — | 285 | +116 | New | Q3 2026 | Oct 29, 2026 |
| VANGUARD ADVISERS INC | History | No change | 110 | 13 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 109 | 13 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 107 | 12 | 0.0% | 0.0% | 287 | -174 | -61.92% | Q3 2026 | Oct 08, 2026 |
| Davis Capital Management | History | No change | 104 | 12 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 101 | 12 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 100 | 11 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Tidemark, LLC | History | No change | 83 | 10 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 79 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 60 | 7 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | New | 50 | 5 | 0.0% | — | 297 | +50 | New | Q3 2026 | Nov 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 43 | 5 | 0.0% | 0.0% | 296 | -37 | -46.25% | Q3 2026 | Oct 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 295 | 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% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rydar Equities, Inc. | History | New | 28 | 3 | 0.0% | — | 300 | +28 | New | Q3 2026 | Oct 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Evolution Advisers, Inc. | History | No change | 18 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIMA LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MTM Investment Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 2.48% | — | -46,553 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,909 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,380 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,158 | -100.0% | Q3 2026 | Oct 14, 2026 |
| BankPlus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,917 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Oct 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 14, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AlphaCore Capital LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |