INVESCO EXCHANGE-TRADED FUND TRUST - SPHQ
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.
Details.
Showing first 300 of
787 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 12,165,867 | 914,751 | 0.24% | 0.24% | 1 | +248,502 | 2.09% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,820,059 | 663,439 | 0.15% | 0.15% | 2 | +222,789 | 2.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,871,710 | 591,873 | 0.03% | 0.02% | 3 | +2,100,046 | 36.39% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 7,350,884 | 552,712 | 8.09% | 10.11% | 4 | -1,559,463 | -17.5% | Q1 2026 | Apr 09, 2026 |
| MORGAN STANLEY | History | Added to | 5,674,448 | 426,661 | 0.03% | 0.03% | 5 | +63,784 | 1.14% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,507,331 | 415,820 | 0.85% | 0.83% | 6 | -2,408,588 | -30.43% | Q1 2026 | Apr 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,968,780 | 373,602 | 0.07% | 0.07% | 7 | +169,552 | 3.53% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,893,236 | 367,922 | 0.03% | 0.03% | 8 | -35,392 | -0.72% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 4,688,734 | 352,545 | 13.77% | 0.15% | 9 | +4,636,549 | 8884.83% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,194,950 | 315,413 | 0.1% | 0.1% | 10 | -174,150 | -3.99% | Q1 2026 | May 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,321,664 | 249,755 | 2.12% | 2.02% | 11 | -25,474 | -0.76% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,495,846 | 187,689 | 0.27% | 0.27% | 12 | -7,732 | -0.31% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,467,657 | 182,878 | 0.09% | 0.1% | 13 | +339,434 | 15.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,184,539 | 164,255 | 0.03% | 0.03% | 14 | -433,330 | -16.55% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,091,421 | 157,253 | 0.1% | 0.11% | 15 | -216,902 | -9.4% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,998,358 | 150,256 | 0.04% | 0.04% | 16 | +63,066 | 3.26% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,956,052 | 147,075 | 0.03% | 0.04% | 17 | -845,431 | -30.18% | Q1 2026 | May 05, 2026 |
| SFMG, LLC | History | Added to | 1,686,924 | 126,839 | 8.59% | 8.39% | 18 | +18,817 | 1.13% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 1,598,715 | 120,207 | 0.02% | 0.02% | 19 | -91,291 | -5.4% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,432,231 | 107,689 | 0.73% | 0.76% | 20 | -28,736 | -1.97% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,431,340 | 107,422 | 0.69% | 0.67% | 21 | +121,740 | 9.3% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 1,350,198 | 101,521 | 2.35% | 1.67% | 22 | +347,905 | 34.71% | Q1 2026 | May 13, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,282,365 | 96,421 | 1.2% | 1.18% | 23 | -80,027 | -5.87% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,231,815 | 92,620 | 0.1% | 0.1% | 24 | -5,581 | -0.45% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,069,484 | 80,414 | 0.11% | 0.11% | 25 | -2,217 | -0.21% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 1,059,017 | 79,627 | 0.85% | — | 26 | +1,059,017 | New | Q1 2026 | May 12, 2026 |
| Independence Asset Advisors, LLC | History | New | 982,253 | 73,855 | 26.7% | — | 27 | +982,253 | New | Q1 2026 | Apr 22, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Added to | 956,589 | 71,925 | 10.1% | 11.16% | 28 | +182,252 | 23.54% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 934,862 | 70,292 | 0.06% | 0.06% | 29 | +68,366 | 7.89% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 900,843 | 67,734 | 0.04% | 0.04% | 30 | -73,369 | -7.53% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 823,056 | 61,885 | 0.17% | 0.17% | 31 | -79,963 | -8.86% | Q1 2026 | May 04, 2026 |
| Evensky & Katz LLC | History | Added to | 775,144 | 58,283 | 3.32% | 3.27% | 32 | +1,694 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 752,841 | 56,606 | 9.92% | — | 33 | +752,841 | New | Q1 2026 | May 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 745,478 | 56,052 | 5.34% | 5.3% | 34 | +4,493 | 0.61% | Q1 2026 | Apr 13, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 718,982 | 54,060 | 11.36% | 10.94% | 35 | -13,249 | -1.81% | Q1 2026 | Apr 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 695,729 | 52,313 | 4.17% | 4.18% | 36 | -10,644 | -1.51% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 663,024 | 49,852 | 0.09% | 0.09% | 37 | +5,421 | 0.82% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 632,003 | 47,520 | 0.02% | 0.0% | 38 | +631,718 | 221655.44% | Q1 2026 | May 12, 2026 |
| Demars Financial Group, LLC | History | Reduced | 623,705 | 46,896 | 15.44% | 16.07% | 39 | -15,927 | -2.49% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 594,702 | 44,715 | 0.05% | 0.03% | 40 | +258,462 | 76.87% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 598,213 | 43,944 | 0.0% | 0.0% | 41 | +61,515 | 11.46% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 548,918 | 41,273 | 0.23% | 0.24% | 42 | -12,828 | -2.28% | Q1 2026 | Apr 30, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 535,503 | 40,264 | 5.85% | 5.89% | 43 | -19,547 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 528,118 | 39,709 | 9.59% | 9.56% | 44 | +2,201 | 0.42% | Q1 2026 | May 05, 2026 |
| Family Investment Center, Inc. | History | Reduced | 520,845 | 39,162 | 7.54% | 9.46% | 45 | -103,092 | -16.52% | Q1 2026 | Apr 24, 2026 |
| UNION SAVINGS BANK | History | Added to | 488,164 | 36,704 | 16.09% | 15.67% | 46 | +6,117 | 1.27% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 455,118 | 34,220 | 0.13% | 0.03% | 47 | +356,849 | 363.13% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 454,647 | 34,184 | 0.39% | 0.54% | 48 | -186,512 | -29.09% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 446,956 | 33,544 | 1.63% | 1.59% | 49 | -2,463 | -0.55% | Q1 2026 | Apr 08, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 438,438 | 32,966 | 11.48% | 11.59% | 50 | -403 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 427,847 | 32,169 | 3.89% | 4.22% | 51 | -17,591 | -3.95% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 424,221 | 31,897 | 0.08% | 0.08% | 52 | +45,036 | 11.88% | Q1 2026 | Apr 30, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 413,627 | 31,100 | 4.5% | 4.55% | 53 | -39,223 | -8.66% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | New | 408,328 | 30,702 | 21.72% | — | 54 | +408,328 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 406,396 | 30,556 | 0.06% | 0.09% | 55 | +37,150 | 10.06% | Q1 2026 | May 01, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 398,406 | 29,956 | 0.65% | 0.67% | 56 | -4,327 | -1.07% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 396,300 | 29,797 | 0.04% | 0.04% | 57 | -17,157 | -4.15% | Q1 2026 | Apr 27, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 376,496 | 28,308 | 20.68% | 18.96% | 58 | -6,907 | -1.8% | Q1 2026 | May 05, 2026 |
| Ballast, Inc. | History | Added to | 375,405 | 28,226 | 6.53% | 6.51% | 59 | +4,877 | 1.32% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 369,373 | 27,773 | 0.13% | 0.11% | 60 | +49,089 | 15.33% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 346,195 | 26,030 | 0.56% | 0.57% | 61 | +5,871 | 1.73% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 343,837 | 25,853 | 0.04% | 0.01% | 62 | +257,183 | 296.79% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 336,313 | 25,287 | 0.04% | 0.03% | 63 | +70,378 | 26.46% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 326,865 | 24,576 | 0.17% | 0.1% | 64 | +56,199 | 20.76% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 319,573 | 24,028 | 2.53% | 3.69% | 65 | -51,384 | -13.85% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 314,321 | 23,633 | 0.03% | 0.03% | 66 | +2,342 | 0.75% | Q1 2026 | May 05, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 292,408 | 21,986 | 3.48% | 2.96% | 67 | +23,475 | 8.73% | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 286,827 | 21,566 | 1.45% | 0.0% | 68 | +286,756 | 403881.69% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 284,847 | 21,377 | 0.38% | 0.38% | 69 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 283,594 | 21,323 | 0.57% | 0.54% | 70 | +2,783 | 0.99% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 271,890 | 20,443 | 0.38% | 0.24% | 71 | +104,364 | 62.3% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 269,028 | 20,228 | 0.06% | 0.05% | 72 | +18,191 | 7.25% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 262,603 | 19,745 | 0.09% | 0.08% | 73 | +9,002 | 3.55% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 251,552 | 18,878 | 1.46% | 1.46% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 246,520 | 18,535 | 1.93% | 1.89% | 75 | +9,505 | 4.01% | Q1 2026 | Apr 08, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 244,394 | 18,375 | 0.88% | 0.91% | 76 | -3,853 | -1.55% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 240,986 | 18,119 | 0.65% | 0.63% | 77 | +1,503 | 0.63% | Q1 2026 | Apr 14, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 231,299 | 17,391 | 8.23% | 9.86% | 78 | -40,253 | -14.82% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 226,520 | 17,032 | 1.04% | 1.19% | 79 | -24,987 | -9.93% | Q1 2026 | Apr 13, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 226,368 | 17,020 | 6.97% | 6.63% | 80 | +15,764 | 7.49% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 224,229 | 16,859 | 0.27% | 0.35% | 81 | -49,409 | -18.06% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 223,820 | 16,828 | 0.39% | 0.38% | 82 | +17,379 | 8.42% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 219,166 | 16,479 | 1.37% | 1.46% | 83 | -3,613 | -1.62% | Q1 2026 | Apr 22, 2026 |
| MOR Wealth Management, LLC | History | Added to | 217,866 | 16,381 | 7.51% | 6.69% | 84 | +22,709 | 11.64% | Q1 2026 | Apr 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 217,586 | 16,360 | 5.99% | 5.86% | 85 | -5,042 | -2.26% | Q1 2026 | May 15, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 214,270 | 16,110 | 13.22% | 12.74% | 86 | +9,132 | 4.45% | Q1 2026 | Apr 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 209,182 | 15,728 | 0.02% | 0.02% | 87 | -57,805 | -21.65% | Q1 2026 | May 15, 2026 |
| Vigilare Wealth Management | History | Added to | 209,004 | 15,715 | 5.31% | 2.65% | 88 | +104,025 | 99.09% | Q1 2026 | Apr 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 208,510 | 15,677 | 0.05% | 0.05% | 89 | -4,120 | -1.94% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 208,309 | 15,662 | 0.24% | 0.24% | 90 | +53,752 | 34.78% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 207,402 | 15,594 | 1.72% | 0.49% | 91 | +149,131 | 255.93% | Q1 2026 | Apr 15, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 205,732 | 15,468 | 2.8% | 10.31% | 92 | -429,038 | -67.59% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 201,078 | 15,119 | 3.12% | 3.19% | 93 | +7,717 | 3.99% | Q1 2026 | May 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 194,574 | 14,630 | 1.0% | 0.99% | 94 | -2,581 | -1.31% | Q1 2026 | May 06, 2026 |
| Opes Wealth Management LLC | History | Reduced | 186,317 | 14,009 | 2.3% | 2.3% | 95 | -1,294 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 170,750 | 12,839 | 0.03% | 0.03% | 96 | +20,511 | 13.65% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 163,120 | 12,265 | 0.17% | 0.17% | 97 | +8,447 | 5.46% | Q1 2026 | May 12, 2026 |
| Hoese & Co LLP | History | Reduced | 162,420 | 12,212 | 9.06% | 10.31% | 98 | -30,332 | -15.74% | Q1 2026 | Apr 22, 2026 |
| TD Capital Management LLC | History | Reduced | 162,354 | 12,207 | 1.1% | 1.09% | 99 | -791 | -0.48% | Q1 2026 | May 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 161,720 | 12,159 | 2.9% | 2.81% | 100 | +17,394 | 12.05% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 160,853 | 12,094 | 0.02% | 0.02% | 101 | +6,217 | 4.02% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 157,375 | 11,833 | 0.02% | 0.01% | 102 | +25,290 | 19.15% | Q1 2026 | May 15, 2026 |
| Tidemark, LLC | History | Reduced | 156,276 | 11,750 | 2.99% | 4.93% | 103 | -74,836 | -32.38% | Q1 2026 | May 07, 2026 |
| Headland Capital, LLC | History | Added to | 155,922 | 11,723 | 3.3% | 3.15% | 104 | +4,934 | 3.27% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 155,621 | 11,701 | 0.02% | 0.02% | 105 | +11,010 | 7.61% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 154,680 | 11,630 | 0.54% | 0.53% | 106 | -4,249 | -2.67% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 151,843 | 11,417 | 0.8% | 0.6% | 107 | +34 | 0.02% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 149,620 | 11,350 | 0.11% | 0.04% | 108 | +103,832 | 226.77% | Q1 2026 | Apr 07, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 147,594 | 11,098 | 1.14% | 1.06% | 109 | +1,891 | 1.3% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 146,912 | 11,046 | 0.55% | 0.43% | 110 | +37,545 | 34.33% | Q1 2026 | Apr 23, 2026 |
| Ruggaard & Associates LLC | History | No change | 146,489 | 10,994 | 4.33% | 4.33% | 111 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Lynx Investment Advisory | History | Added to | 145,458 | 10,936 | 5.23% | 5.09% | 112 | +21,149 | 17.01% | Q1 2026 | Apr 24, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 145,091 | 10,909 | 1.1% | 1.17% | 113 | -10,784 | -6.92% | Q1 2026 | May 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 144,255 | 10,685 | 1.42% | 1.4% | 114 | +6,960 | 5.07% | Q1 2026 | Apr 30, 2026 |
| SYKON CAPITAL LLC | History | New | 142,099 | 10,684 | 3.56% | — | 115 | +142,099 | New | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 141,220 | 10,618 | 2.08% | 2.05% | 116 | -166 | -0.12% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 137,149 | 10,312 | 0.58% | 0.56% | 117 | +4,896 | 3.7% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 131,179 | 9,863 | 0.1% | 0.01% | 118 | +123,260 | 1556.51% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 129,997 | 9,774 | 3.48% | — | 119 | +129,997 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 129,943 | 9,770 | 0.01% | 0.01% | 120 | -194 | -0.15% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 129,564 | 9,741 | 0.43% | 0.4% | 121 | +11,787 | 10.01% | Q1 2026 | Apr 21, 2026 |
| Certified Advisory Corp | History | Reduced | 129,170 | 9,712 | 0.87% | 1.03% | 122 | -21,827 | -14.46% | Q1 2026 | Apr 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 126,937 | 9,544 | 1.61% | 1.83% | 123 | -9,321 | -6.84% | Q1 2026 | Apr 30, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 126,889 | 9,540 | 0.27% | 0.33% | 124 | -31,307 | -19.79% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 125,167 | 9,411 | 0.22% | 0.03% | 125 | +109,758 | 712.3% | Q1 2026 | May 04, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 124,695 | 9,375 | 5.08% | 4.71% | 126 | +10,804 | 9.49% | Q1 2026 | Apr 29, 2026 |
| Legacy Private Trust Co. | History | Reduced | 122,459 | 9,207 | 0.57% | 0.55% | 127 | -2,273 | -1.82% | Q1 2026 | Apr 07, 2026 |
| Concord Wealth Partners | History | Added to | 122,400 | 9,203 | 1.19% | 1.17% | 128 | +2,719 | 2.27% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 122,057 | 9,177 | 3.37% | 3.35% | 129 | -1,467 | -1.19% | Q1 2026 | May 08, 2026 |
| Santori & Peters, Inc. | History | Added to | 120,562 | 9,065 | 2.82% | 2.95% | 130 | +5,412 | 4.7% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 120,319 | 9,046 | 0.05% | 0.05% | 131 | -307 | -0.25% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 119,982 | 9,021 | 0.01% | 0.01% | 132 | +2,205 | 1.87% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 116,393 | 8,751 | 0.04% | 0.04% | 133 | -1,855 | -1.57% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 115,028 | 8,648 | 0.0% | 0.0% | 134 | -191 | -0.17% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 112,682 | 8,472 | 0.07% | 0.07% | 135 | -10,422 | -8.47% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 112,499 | 8,458 | 0.09% | 0.1% | 136 | -6,993 | -5.85% | Q1 2026 | Apr 20, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 112,312 | 8,444 | 3.54% | 2.21% | 137 | +42,104 | 59.97% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 110,180 | 8,269 | 1.3% | 1.3% | 138 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Family Capital Management, Inc. | History | Added to | 107,561 | 8,087 | 3.6% | 1.58% | 139 | +60,178 | 127.0% | Q1 2026 | Apr 22, 2026 |
| Artesa Financial Group, LLC | History | Added to | 104,727 | 7,874 | 7.51% | 7.4% | 140 | +8,896 | 9.28% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | Added to | 104,658 | 7,870 | 2.57% | 2.56% | 141 | +8,422 | 8.75% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 104,643 | 7,868 | 0.06% | 0.06% | 142 | +1,093 | 1.06% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 103,492 | 7,781 | 0.04% | 0.04% | 143 | -433 | -0.42% | Q1 2026 | May 15, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 103,051 | 7,748 | 3.14% | 3.02% | 144 | +689 | 0.67% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 101,141 | 7,604 | 0.46% | 0.46% | 145 | +70 | 0.07% | Q1 2026 | May 13, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 100,923 | 7,588 | 1.72% | 1.96% | 146 | -1,768 | -1.72% | Q1 2026 | May 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 100,551 | 7,560 | 0.9% | 2.09% | 147 | -117,331 | -53.85% | Q1 2026 | Apr 20, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 99,822 | 7,505 | 3.32% | 3.27% | 148 | +5,047 | 5.33% | Q1 2026 | May 08, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 99,671 | 7,494 | 2.18% | 2.18% | 149 | +2,535 | 2.61% | Q1 2026 | May 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 94,153 | 7,079 | 4.1% | 4.11% | 150 | +2,096 | 2.28% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Added to | 92,397 | 6,947 | 1.05% | 1.01% | 151 | +2,325 | 2.58% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 92,321 | 6,939 | 0.01% | 0.01% | 152 | +6,860 | 8.03% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 92,202 | 6,919 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 91,787 | 6,901 | 1.38% | 0.92% | 154 | +28,360 | 44.71% | Q1 2026 | Apr 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 89,889 | 6,758 | 2.71% | 2.58% | 155 | +10,289 | 12.93% | Q1 2026 | Apr 30, 2026 |
| TSG Advice Partners, LLC | History | Added to | 89,803 | 6,752 | 1.01% | 0.19% | 156 | +73,169 | 439.88% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Reduced | 88,689 | 6,668 | 0.98% | 1.02% | 157 | -2,060 | -2.27% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 88,411 | 6,647 | 0.04% | 0.02% | 158 | +56,943 | 180.96% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 87,748 | 6,597 | 0.18% | 0.22% | 159 | -2,871 | -3.17% | Q1 2026 | May 11, 2026 |
| Jordan Park Group LLC | History | No change | 87,114 | 6,550 | 0.35% | 0.38% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 86,357 | 6,493 | 0.13% | 0.13% | 161 | -653 | -0.75% | Q1 2026 | May 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 84,839 | 6,379 | 2.87% | 3.23% | 162 | -1,261 | -1.46% | Q1 2026 | Apr 21, 2026 |
| GLR Partners, LLC | History | New | 83,816 | 6,302 | 3.44% | — | 163 | +83,816 | New | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 83,540 | 6,281 | 0.38% | 0.31% | 164 | +13,634 | 19.5% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 82,408 | 6,196 | 4.53% | 2.15% | 165 | +43,323 | 110.84% | Q1 2026 | May 08, 2026 |
| Cadent Capital Advisors, LLC | History | New | 81,688 | 6,142 | 1.59% | — | 166 | +81,688 | New | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 81,015 | 6,091 | 0.88% | 0.96% | 167 | -6,996 | -7.95% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Added to | 80,716 | 6,069 | 0.07% | 0.05% | 168 | +24,394 | 43.31% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 80,260 | 6,034 | 1.49% | 1.81% | 169 | -20,505 | -20.35% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 79,245 | 5,958 | 0.07% | 0.08% | 170 | -5,981 | -7.02% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 79,180 | 5,953 | 0.46% | 0.47% | 171 | +2,952 | 3.87% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 78,913 | 5,933 | 0.16% | 0.14% | 172 | +9,323 | 13.4% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 77,639 | 5,837 | 0.07% | 0.05% | 173 | +13,321 | 20.71% | Q1 2026 | May 05, 2026 |
| Berkeley, Inc | History | Added to | 74,369 | 5,591 | 1.88% | 1.62% | 174 | +6,664 | 9.84% | Q1 2026 | Apr 24, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 73,429 | 5,521 | 5.03% | 4.48% | 175 | +8,668 | 13.38% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Added to | 72,685 | 5,465 | 1.3% | 1.28% | 176 | +2,756 | 3.94% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 76,117 | 5,415 | 0.25% | 0.04% | 177 | -73,463 | -49.11% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 71,883 | 5,404 | 0.22% | 0.15% | 178 | +23,334 | 48.06% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 69,041 | 5,191 | 0.19% | 0.23% | 179 | +1,065 | 1.57% | Q1 2026 | May 19, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 69,023 | 5,189 | 3.82% | 3.93% | 180 | -709 | -1.02% | Q1 2026 | May 11, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 68,344 | 5,138 | 3.6% | 3.53% | 181 | +2,075 | 3.13% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 68,253 | 5,131 | 0.0% | 0.0% | 182 | +35,014 | 105.34% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 67,928 | 5,107 | 0.07% | 0.07% | 183 | +2,849 | 4.38% | Q1 2026 | May 15, 2026 |
| Park Edge Advisors, LLC | History | Added to | 67,046 | 5,041 | 1.16% | 0.97% | 184 | +10,133 | 17.8% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 66,825 | 5,024 | 0.22% | 0.22% | 185 | +3,590 | 5.68% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 62,792 | 4,986 | 0.3% | 0.17% | 186 | +28,227 | 81.66% | Q1 2026 | Apr 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 66,284 | 4,983 | 0.54% | 0.52% | 187 | +863 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 65,999 | 4,962 | 0.53% | 0.58% | 188 | -4,267 | -6.07% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 65,975 | 4,960 | 0.22% | 0.24% | 189 | -1,013 | -1.51% | Q1 2026 | Apr 28, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 65,473 | 4,922 | 2.1% | 2.65% | 190 | -21,129 | -24.4% | Q1 2026 | May 08, 2026 |
| Providence First Trust Co | History | Added to | 64,383 | 4,840 | 1.7% | 1.45% | 191 | +8,623 | 15.46% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 62,448 | 4,695 | 0.08% | 0.08% | 192 | +869 | 1.41% | Q1 2026 | May 07, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 62,003 | 4,661 | 0.7% | 0.63% | 193 | +5,187 | 9.13% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | Added to | 61,925 | 4,656 | 1.55% | 1.27% | 194 | +17,240 | 38.58% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 61,368 | 4,614 | 0.08% | 0.03% | 195 | +41,116 | 203.02% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 61,037 | 4,589 | 0.0% | — | 196 | +61,037 | New | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 60,809 | 4,572 | 1.07% | 1.08% | 197 | -1,394 | -2.24% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,739 | 4,567 | 0.01% | 0.0% | 198 | +28,660 | 89.34% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 60,428 | 4,543 | 0.21% | 0.23% | 199 | -6,054 | -9.11% | Q1 2026 | Apr 29, 2026 |
| JHP Wealth Management, LLC | History | Added to | 60,378 | 4,539 | 4.34% | 3.72% | 200 | +9,206 | 17.99% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 59,903 | 4,504 | 0.33% | — | 201 | +59,903 | New | Q1 2026 | Apr 20, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 58,809 | 4,421 | 0.49% | 0.55% | 202 | -4,448 | -7.03% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Reduced | 58,276 | 4,381 | 0.4% | 0.42% | 203 | -185 | -0.32% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 57,270 | 4,306 | 0.06% | 0.07% | 204 | -2,875 | -4.78% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 56,987 | 4,284 | 2.31% | 2.36% | 205 | +411 | 0.73% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 56,841 | 4,273 | 0.02% | 0.03% | 206 | -13,261 | -18.92% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | New | 56,777 | 4,269 | 0.45% | — | 207 | +56,777 | New | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 56,526 | 4,250 | 0.08% | 0.04% | 208 | +28,860 | 104.32% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 54,070 | 4,065 | 0.01% | 0.0% | 209 | +35,953 | 198.45% | Q1 2026 | May 14, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 53,809 | 4,045 | 1.06% | 1.12% | 210 | -1,612 | -2.91% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 52,480 | 3,938 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 51,804 | 3,895 | 0.4% | 0.6% | 212 | -10,689 | -17.1% | Q1 2026 | May 14, 2026 |
| Indivisible Partners | History | Added to | 51,805 | 3,895 | 0.34% | 0.42% | 213 | +425 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Capital Developers, LLC | History | Added to | 51,558 | 3,876 | 3.49% | 3.33% | 214 | +1,982 | 4.0% | Q1 2026 | May 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 51,272 | 3,855 | 0.13% | 0.08% | 215 | +142 | 0.28% | Q1 2026 | Apr 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 50,547 | 3,834 | 0.61% | 0.62% | 216 | +3,296 | 6.98% | Q1 2026 | Apr 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 50,912 | 3,828 | 1.52% | 1.6% | 217 | -1,829 | -3.47% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 50,629 | 3,806 | 0.0% | 0.0% | 218 | -27,357 | -35.08% | Q1 2026 | May 11, 2026 |
| Verum Partners LLC | History | Added to | 50,342 | 3,785 | 0.72% | 0.76% | 219 | +86 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Collier Financial | History | Reduced | 50,115 | 3,768 | 2.87% | 2.9% | 220 | -1,264 | -2.46% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 49,658 | 3,733 | 0.06% | 0.06% | 221 | +380 | 0.77% | Q1 2026 | Apr 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 49,600 | 3,729 | 0.21% | 0.21% | 222 | +26,325 | 113.1% | Q1 2026 | Apr 22, 2026 |
| Topor & Co. Korea | History | Reduced | 49,589 | 3,728 | 3.15% | 2.93% | 223 | -2,181 | -4.21% | Q1 2026 | Apr 27, 2026 |
| LMCG INVESTMENTS, LLC | History | Reduced | 49,235 | 3,701 | 0.22% | 0.21% | 224 | -877 | -1.75% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 49,198 | 3,699 | 0.08% | 0.08% | 225 | +1,528 | 3.21% | Q1 2026 | Apr 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 49,185 | 3,698 | 3.33% | 3.38% | 226 | +3,376 | 7.37% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 47,955 | 3,606 | 0.41% | 0.36% | 227 | +5,356 | 12.57% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 47,488 | 3,570 | 0.01% | 0.0% | 228 | +26,369 | 124.86% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 46,652 | 3,507 | 0.19% | 0.21% | 229 | -3,671 | -7.29% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 46,161 | 3,470 | 0.31% | 0.29% | 230 | +1,666 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Northwest Financial Advisors | History | Added to | 46,060 | 3,463 | 6.68% | 6.4% | 231 | +4,614 | 11.13% | Q1 2026 | Apr 24, 2026 |
| DBK Financial Counsel, LLC | History | No change | 44,562 | 3,344 | 2.57% | 2.57% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 42,757 | 3,214 | 0.13% | 0.12% | 233 | +92 | 0.22% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 42,473 | 3,193 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 42,091 | 3,164 | 0.63% | 0.54% | 235 | +8,215 | 24.25% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 41,202 | 3,098 | 0.1% | 0.08% | 236 | +6,181 | 17.65% | Q1 2026 | Apr 08, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 39,992 | 3,006 | 0.65% | 0.22% | 237 | +26,319 | 192.49% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 39,744 | 2,988 | 0.01% | 0.01% | 238 | -2,600 | -6.14% | Q1 2026 | Apr 24, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 39,149 | 2,943 | 0.06% | 0.02% | 239 | +29,393 | 301.28% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 38,730 | 2,912 | 0.41% | 0.36% | 240 | +4,499 | 13.14% | Q1 2026 | Apr 30, 2026 |
| Generation Capital Management LLC | History | Reduced | 38,273 | 2,877 | 2.1% | 1.98% | 241 | -2,329 | -5.74% | Q1 2026 | May 08, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 38,046 | 2,860 | 0.33% | 0.32% | 242 | +4 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 37,969 | 2,854 | 2.81% | 2.8% | 243 | -68 | -0.18% | Q1 2026 | Apr 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,575 | 2,825 | 0.0% | 0.0% | 244 | +13,979 | 59.24% | Q1 2026 | May 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 34,711 | 2,786 | 0.59% | 0.63% | 245 | +25 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 36,359 | 2,733 | 0.56% | 0.12% | 246 | +28,317 | 352.11% | Q1 2026 | May 11, 2026 |
| TAGStone Capital, Inc. | History | Added to | 35,278 | 2,652 | 0.94% | 0.85% | 247 | +4,858 | 15.97% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 35,052 | 2,634 | 0.0% | 0.0% | 248 | -25,908 | -42.5% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,994 | 2,631 | 0.06% | 0.03% | 249 | +20,764 | 145.92% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 34,757 | 2,613 | 0.01% | 0.02% | 250 | -7,576 | -17.9% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 34,378 | 2,584 | 0.01% | 0.0% | 251 | +16,486 | 92.14% | Q1 2026 | May 14, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 34,342 | 2,582 | 0.85% | 0.94% | 252 | -3,429 | -9.08% | Q1 2026 | Apr 21, 2026 |
| Kentucky Trust Co | History | Reduced | 34,200 | 2,571 | 1.35% | 1.4% | 253 | -1,015 | -2.88% | Q1 2026 | Apr 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 33,743 | 2,537 | 0.11% | 0.1% | 254 | +3,400 | 11.21% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,720 | 2,535 | 0.02% | 0.02% | 255 | -1,607 | -4.55% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 33,497 | 2,516 | 0.19% | 0.24% | 256 | -20,103 | -37.51% | Q1 2026 | May 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 33,254 | 2,500 | 0.1% | — | 257 | +33,254 | New | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 32,740 | 2,461 | 0.19% | 0.2% | 258 | -278 | -0.84% | Q1 2026 | May 07, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 32,668 | 2,456 | 0.11% | 0.12% | 259 | +4,520 | 16.06% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 32,741 | 2,440 | 0.01% | 0.01% | 260 | +6,591 | 25.2% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 32,303 | 2,428 | 0.0% | 0.0% | 261 | +5,537 | 20.69% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 32,090 | 2,408 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Intrua Financial, LLC | History | Reduced | 31,895 | 2,398 | 0.25% | 0.25% | 263 | -74 | -0.23% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 31,565 | 2,373 | 0.01% | 0.0% | 264 | +20,633 | 188.74% | Q1 2026 | May 13, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 31,301 | 2,353 | 1.53% | 1.41% | 265 | +4,940 | 18.74% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 30,685 | 2,307 | 0.02% | 0.02% | 266 | +683 | 2.28% | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | Added to | 30,466 | 2,290 | 0.44% | 0.46% | 267 | +1,646 | 5.71% | Q1 2026 | Apr 27, 2026 |
| Bell Bank | History | No change | 30,216 | 2,271 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 29,891 | 2,247 | 0.09% | 0.09% | 269 | +153 | 0.51% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 29,784 | 2,239 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 27,368 | 2,218 | 0.37% | 0.54% | 271 | -13,857 | -33.61% | Q1 2026 | May 08, 2026 |
| Envision Financial Transparency, LLC | History | New | 29,124 | 2,190 | 2.13% | — | 272 | +29,124 | New | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 28,607 | 2,150 | 0.17% | 0.17% | 273 | -1,757 | -5.79% | Q1 2026 | Apr 08, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 28,533 | 2,145 | 0.75% | 0.86% | 274 | -1,008 | -3.41% | Q1 2026 | Apr 21, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 28,305 | 2,128 | 1.84% | 1.39% | 275 | +6,334 | 28.83% | Q1 2026 | May 06, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 28,250 | 2,124 | 1.16% | 1.13% | 276 | +570 | 2.06% | Q1 2026 | Apr 21, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 28,217 | 2,121 | 0.04% | 0.04% | 277 | -1,993 | -6.6% | Q1 2026 | May 05, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 27,562 | 2,105 | 0.13% | 0.14% | 278 | -3,969 | -12.59% | Q1 2026 | Apr 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 27,735 | 2,085 | 0.72% | 0.57% | 279 | +6,569 | 31.04% | Q1 2026 | Apr 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 27,054 | 2,034 | 0.45% | 0.67% | 280 | -11,612 | -30.03% | Q1 2026 | May 05, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 26,729 | 2,009 | 0.73% | 1.0% | 281 | +74 | 0.28% | Q1 2026 | May 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 26,452 | 1,988 | 0.32% | 0.34% | 282 | +74 | 0.28% | Q1 2026 | Apr 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 26,430 | 1,987 | 0.02% | 0.02% | 283 | -3,135 | -10.6% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,271 | 1,987 | 0.01% | 0.01% | 284 | +283 | 1.09% | Q1 2026 | May 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 25,816 | 1,941 | 0.97% | 1.08% | 285 | -2,497 | -8.82% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 25,352 | 1,936 | 0.21% | 0.29% | 286 | -277 | -1.08% | Q1 2026 | Apr 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 25,664 | 1,929 | 1.03% | 0.92% | 287 | +3,724 | 16.97% | Q1 2026 | May 01, 2026 |
| HF Advisory Group, LLC | History | Added to | 25,347 | 1,905 | 0.65% | 0.65% | 288 | +514 | 2.07% | Q1 2026 | Apr 21, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 25,293 | 1,901 | 0.48% | 1.55% | 289 | -54,182 | -68.17% | Q1 2026 | Apr 15, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 23,422 | 1,876 | 1.12% | 1.27% | 290 | -2,840 | -10.81% | Q1 2026 | Apr 23, 2026 |
| Centerpoint Advisory Group | History | Added to | 24,789 | 1,863 | 1.4% | 1.11% | 291 | +5,530 | 28.71% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 24,754 | 1,861 | 0.03% | 0.03% | 292 | +142 | 0.58% | Q1 2026 | Apr 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 24,738 | 1,860 | 0.64% | 0.8% | 293 | -5,429 | -18.0% | Q1 2026 | Apr 27, 2026 |
| POTENTIA WEALTH | History | Reduced | 24,706 | 1,857 | 0.72% | 0.68% | 294 | -57 | -0.23% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 24,600 | 1,849 | 0.0% | — | 295 | +24,600 | New | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 24,553 | 1,846 | 0.2% | 0.2% | 296 | -559 | -2.23% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 24,203 | 1,819 | 0.18% | 0.18% | 297 | -1,843 | -7.08% | Q1 2026 | May 19, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 23,980 | 1,803 | 0.24% | 0.24% | 298 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 23,392 | 1,758 | 0.84% | 1.34% | 299 | -26,351 | -52.97% | Q1 2026 | Apr 27, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 23,190 | 1,743 | 1.04% | 1.14% | 300 | 0 | 0.0% | Q1 2026 | May 12, 2026 |