INVESCO EXCHANGE-TRADED FUND TRUST - XMHQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 4,441,331 | 459,100 | 0.12% | 0.13% | 1 | -180,799 | -3.91% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,416,424 | 249,785 | 0.02% | 0.01% | 2 | +3,403 | 0.14% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,402,483 | 144,974 | 0.15% | 0.15% | 3 | +95,372 | 7.3% | Q1 2026 | May 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,280,545 | 132,369 | 1.12% | 1.15% | 4 | -120,005 | -8.57% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,202,202 | 124,271 | 0.08% | 0.08% | 5 | +34,002 | 2.91% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,171,327 | 120,992 | 0.03% | 0.03% | 6 | -20,012 | -1.68% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 976,956 | 98,311 | 0.05% | 0.05% | 7 | +164,477 | 20.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 945,078 | 97,692 | 0.14% | 0.13% | 8 | -14,256 | -1.49% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 895,324 | 92,549 | 0.03% | 0.03% | 9 | -70,712 | -7.32% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 717,372 | 74,154 | 0.01% | 0.01% | 10 | +154,239 | 27.39% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 657,026 | 67,916 | 0.0% | 0.0% | 11 | +13,566 | 2.11% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 491,754 | 50,832 | 2.44% | 1.64% | 12 | +163,753 | 49.92% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Reduced | 440,978 | 45,583 | 0.05% | 0.05% | 13 | -10,852 | -2.4% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 371,874 | 38,467 | 0.06% | 0.06% | 14 | -54,649 | -12.81% | Q1 2026 | May 15, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 363,959 | 37,622 | 18.71% | 20.98% | 15 | +9,740 | 2.75% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 343,103 | 35,466 | 1.27% | 1.18% | 16 | +13,429 | 4.07% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 333,683 | 34,492 | 0.12% | 0.12% | 17 | +22,918 | 7.37% | Q1 2026 | Jun 02, 2026 |
| EQUITABLE TRUST CO | History | Added to | 332,378 | 34,357 | 1.59% | 1.51% | 18 | +2,736 | 0.83% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 327,742 | 33,879 | 0.09% | 0.09% | 19 | -13,228 | -3.88% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 316,551 | 32,721 | 0.46% | 0.42% | 20 | +7,742 | 2.51% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 296,013 | 30,598 | 0.51% | 0.49% | 21 | +10,247 | 3.59% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 281,267 | 29,074 | 4.2% | 3.75% | 22 | +7,137 | 2.6% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 272,415 | 28,159 | 0.01% | 0.01% | 23 | -37,609 | -12.13% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 259,763 | 26,851 | 0.52% | 0.48% | 24 | +8,743 | 3.48% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 246,607 | 25,495 | 0.03% | 0.03% | 25 | -8,631 | -3.38% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 246,575 | 25,488 | 0.12% | 0.11% | 26 | +16,753 | 7.29% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 241,792 | 24,994 | 0.0% | 0.0% | 27 | -6,303 | -2.54% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Reduced | 206,884 | 21,385 | 0.94% | 1.42% | 28 | -104,167 | -33.49% | Q1 2026 | Apr 21, 2026 |
| LeClair Wealth Partners LLC | History | New | 194,843 | 20,140 | 6.96% | — | 30 | +194,843 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 194,843 | 20,140 | 6.96% | 6.83% | 29 | +9,517 | 5.14% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 191,771 | 19,823 | 0.08% | 0.08% | 31 | +9,905 | 5.45% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 189,308 | 19,568 | 0.21% | 0.05% | 32 | +168,382 | 804.65% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 190,232 | 19,483 | 0.94% | 0.92% | 33 | -1,166 | -0.61% | Q1 2026 | Apr 08, 2026 |
| KPP Advisory Services LLC | History | Reduced | 183,355 | 18,953 | 2.75% | 2.82% | 34 | -5,960 | -3.15% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 180,729 | 18,682 | 1.77% | 1.83% | 35 | -343 | -0.19% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 179,631 | 18,568 | 0.0% | 0.0% | 36 | -1,107 | -0.61% | Q1 2026 | May 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 169,978 | 17,559 | 2.32% | 2.2% | 37 | +9,183 | 5.71% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 159,025 | 16,438 | 0.02% | 0.04% | 38 | -282,268 | -63.96% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | Reduced | 156,169 | 16,143 | 2.66% | 3.71% | 39 | -5,574 | -3.45% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 152,543 | 15,770 | 0.5% | 0.52% | 40 | +8,270 | 5.73% | Q1 2026 | May 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 149,585 | 15,462 | 0.93% | 0.88% | 41 | +7,583 | 5.34% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 144,484 | 14,935 | 0.42% | 0.4% | 42 | +4,757 | 3.4% | Q1 2026 | May 12, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 140,924 | 14,567 | 3.68% | 1.69% | 43 | +82,758 | 142.28% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 140,786 | 14,553 | 0.04% | 0.04% | 44 | +7,525 | 5.65% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 137,145 | 14,176 | 0.22% | 0.24% | 45 | +2,506 | 1.86% | Q1 2026 | May 04, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 130,929 | 13,534 | 5.91% | 5.47% | 46 | +8,266 | 6.74% | Q1 2026 | May 04, 2026 |
| Clearview Wealth Management LLC | History | New | 128,691 | 13,302 | 9.41% | — | 47 | +128,691 | New | Q1 2026 | May 15, 2026 |
| Madrona Financial Services, LLC | History | Added to | 127,158 | 13,144 | 2.88% | 2.64% | 48 | +6,710 | 5.57% | Q1 2026 | Apr 14, 2026 |
| Traction Financial Partners, LLC | History | Added to | 125,822 | 13,006 | 8.01% | 7.13% | 49 | +8,416 | 7.17% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 123,551 | 12,771 | 0.47% | 0.45% | 50 | +4,507 | 3.79% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 123,041 | 12,718 | 0.04% | 0.05% | 51 | -62,410 | -33.65% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 112,186 | 11,596 | 0.09% | 0.09% | 52 | +6,389 | 6.04% | Q1 2026 | Apr 15, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 108,920 | 11,259 | 4.88% | 6.89% | 53 | -20,550 | -15.87% | Q1 2026 | Apr 14, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 108,879 | 11,254 | 2.22% | 2.09% | 54 | +8,021 | 7.95% | Q1 2026 | May 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 108,561 | 11,222 | 2.25% | 2.05% | 55 | +13,283 | 13.94% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 105,709 | 10,828 | 0.07% | 0.1% | 56 | -33,824 | -24.24% | Q1 2026 | May 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 100,886 | 10,428 | 1.76% | 1.75% | 57 | +5,253 | 5.49% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 100,450 | 10,384 | 0.03% | 0.02% | 58 | +867 | 0.87% | Q1 2026 | Apr 22, 2026 |
| Capital Developers, LLC | History | Added to | 98,340 | 10,165 | 9.15% | 8.96% | 59 | +716 | 0.73% | Q1 2026 | May 08, 2026 |
| Altus Wealth Group LLC | History | Added to | 96,877 | 10,014 | 4.1% | 3.61% | 60 | +8,610 | 9.75% | Q1 2026 | Apr 27, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 92,178 | 9,528 | 2.66% | 2.41% | 61 | +9,664 | 11.71% | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 90,270 | 9,331 | 0.56% | 0.55% | 62 | -883 | -0.97% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 89,482 | 9,249 | 0.14% | 0.15% | 63 | +14,876 | 19.94% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 88,738 | 9,172 | 1.19% | 1.13% | 64 | +3,821 | 4.5% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,137 | 9,097 | 0.09% | 0.15% | 65 | -52,716 | -37.69% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 87,461 | 9,040 | 0.45% | 0.44% | 66 | +5,301 | 6.45% | Q1 2026 | Apr 23, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 85,920 | 8,881 | 1.5% | 1.46% | 67 | +3,863 | 4.71% | Q1 2026 | May 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 85,292 | 8,816 | 1.07% | 1.18% | 68 | -5,906 | -6.48% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 84,870 | 8,773 | 0.57% | 0.57% | 69 | -96 | -0.11% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 84,510 | 8,763 | 0.04% | 0.03% | 70 | +35,875 | 73.76% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 83,340 | 8,701 | 0.15% | 0.16% | 71 | -3,518 | -4.05% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 78,918 | 8,157 | 0.34% | — | 72 | +78,918 | New | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 76,894 | 7,948 | 0.09% | 0.09% | 73 | -2,676 | -3.36% | Q1 2026 | May 13, 2026 |
| Prota Financial, LLC | History | Added to | 76,276 | 7,884 | 5.71% | 1.14% | 74 | +60,803 | 392.96% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 75,154 | 7,768 | 0.01% | 0.0% | 75 | +46,608 | 163.27% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | Reduced | 74,499 | 7,700 | 5.17% | 4.97% | 76 | -5,245 | -6.58% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 74,443 | 7,695 | 0.09% | 0.09% | 77 | +3,159 | 4.43% | Q1 2026 | Apr 20, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 72,173 | 7,460 | 2.47% | 2.4% | 78 | +1,668 | 2.37% | Q1 2026 | Apr 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 71,439 | 7,458 | 1.19% | 1.04% | 79 | +12,951 | 22.14% | Q1 2026 | Apr 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 70,289 | 7,265 | 2.5% | 2.43% | 80 | +3,276 | 4.89% | Q1 2026 | Apr 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 71,830 | 7,223 | 2.4% | 2.39% | 81 | +914 | 1.29% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 69,603 | 7,194 | 0.17% | 0.18% | 82 | -2,382 | -3.31% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 69,079 | 7,140 | 1.94% | 1.83% | 83 | -3,441 | -4.74% | Q1 2026 | Apr 28, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 67,461 | 6,975 | 6.46% | 7.18% | 84 | -10,421 | -13.38% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 67,017 | 6,927 | 0.02% | 0.02% | 85 | +17,710 | 35.92% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 64,948 | 6,713 | 0.13% | 0.13% | 86 | +1,874 | 2.97% | Q1 2026 | Apr 14, 2026 |
| Berkeley, Inc | History | Added to | 61,366 | 6,343 | 2.13% | 1.9% | 87 | +3,063 | 5.25% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 60,974 | 6,302 | 0.13% | 0.14% | 88 | -3,737 | -5.77% | Q1 2026 | May 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 59,554 | 6,156 | 2.25% | 2.23% | 89 | -2,502 | -4.03% | Q1 2026 | May 15, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 59,171 | 6,116 | 4.16% | 4.15% | 90 | -113 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 58,182 | 6,014 | 0.07% | 0.08% | 91 | -7,104 | -10.88% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 58,105 | 6,006 | 0.09% | 0.11% | 92 | -8,953 | -13.35% | Q1 2026 | May 13, 2026 |
| American National Bank of Texas | History | Added to | 57,917 | 5,986 | 5.7% | 5.54% | 93 | +1,548 | 2.75% | Q1 2026 | Apr 09, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 57,238 | 5,916 | 0.34% | 0.34% | 94 | -1,790 | -3.03% | Q1 2026 | May 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 56,761 | 5,867 | 2.18% | 2.19% | 95 | -1,419 | -2.44% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 56,027 | 5,791 | 0.1% | — | 96 | +56,027 | New | Q1 2026 | Apr 21, 2026 |
| Journey Advisory Group, LLC | History | Added to | 55,618 | 5,749 | 0.49% | 0.43% | 97 | +6,262 | 12.69% | Q1 2026 | May 05, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 55,327 | 5,719 | 4.07% | 3.87% | 98 | +4,635 | 9.14% | Q1 2026 | May 19, 2026 |
| Forge Financial Services LLC | History | Reduced | 54,016 | 5,583 | 0.57% | 2.48% | 99 | -2,668 | -4.71% | Q1 2026 | May 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 52,891 | 5,471 | 0.44% | 0.41% | 100 | +2,751 | 5.49% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 52,043 | 5,379 | 2.87% | 2.9% | 101 | +296 | 0.57% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 51,702 | 5,344 | 0.09% | 0.09% | 102 | -2,132 | -3.96% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | Added to | 51,254 | 5,298 | 0.26% | 0.25% | 103 | +1,413 | 2.84% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,000 | 5,168 | 0.0% | — | 104 | +50,000 | New | Q1 2026 | May 12, 2026 |
| Live Oak Investment Partners | History | Added to | 49,688 | 5,136 | 3.03% | 2.99% | 105 | +2,241 | 4.72% | Q1 2026 | Apr 29, 2026 |
| Willow Financial LLC | History | Reduced | 49,076 | 5,072 | 5.14% | 8.63% | 106 | -33,819 | -40.8% | Q1 2026 | Apr 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 48,091 | 4,971 | 1.31% | 1.45% | 107 | -2,742 | -5.39% | Q1 2026 | Apr 15, 2026 |
| Corecam AG | History | Reduced | 47,470 | 4,906 | 4.18% | 6.28% | 108 | -15,305 | -24.38% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 47,448 | 4,904 | 0.03% | 0.03% | 109 | +1,172 | 2.53% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 47,101 | 4,868 | 0.52% | 0.32% | 110 | +17,336 | 58.24% | Q1 2026 | Apr 22, 2026 |
| Silver Coast Investments LLC | History | Added to | 46,899 | 4,847 | 1.55% | 1.57% | 111 | +2,293 | 5.14% | Q1 2026 | Apr 22, 2026 |
| PSI Advisors, LLC | History | Reduced | 45,416 | 4,694 | 1.12% | 1.32% | 112 | -3,767 | -7.66% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 45,225 | 4,674 | 0.09% | 0.1% | 113 | -6,298 | -12.22% | Q1 2026 | Apr 17, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 44,411 | 4,610 | 1.28% | 1.52% | 114 | -5,780 | -11.52% | Q1 2026 | Apr 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 43,990 | 4,547 | 0.54% | 0.55% | 115 | -1,034 | -2.3% | Q1 2026 | Apr 10, 2026 |
| Concentrum Wealth Management | History | Added to | 43,479 | 4,494 | 1.33% | 1.2% | 116 | +1,576 | 3.76% | Q1 2026 | May 04, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 42,574 | 4,400 | 1.22% | 1.06% | 117 | +2,796 | 7.03% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 40,602 | 4,197 | 0.01% | 0.0% | 118 | +22,392 | 122.97% | Q1 2026 | May 13, 2026 |
| Mann Financial Group, Inc. | History | Added to | 39,806 | 4,114 | 3.87% | 2.31% | 119 | +16,535 | 71.05% | Q1 2026 | Apr 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 39,570 | 4,090 | 0.08% | 0.08% | 120 | +419 | 1.07% | Q1 2026 | Apr 15, 2026 |
| BFSG, LLC | History | Added to | 38,128 | 3,941 | 0.37% | 0.34% | 121 | +4,263 | 12.59% | Q1 2026 | Apr 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 37,124 | 3,837 | 2.48% | 2.44% | 122 | +350 | 0.95% | Q1 2026 | May 08, 2026 |
| Family Capital Management, Inc. | History | Added to | 36,365 | 3,759 | 1.67% | 1.39% | 123 | +5,793 | 18.95% | Q1 2026 | Apr 22, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 36,341 | 3,756 | 2.31% | 6.39% | 124 | -53,423 | -59.51% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 35,489 | 3,668 | 0.07% | 0.07% | 125 | -2,047 | -5.45% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 35,392 | 3,657 | 0.01% | 0.01% | 126 | -466 | -1.3% | Q1 2026 | May 13, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 35,158 | 3,634 | 2.44% | 2.48% | 127 | -565 | -1.58% | Q1 2026 | Apr 29, 2026 |
| PlanVest Financial, Inc | History | New | 34,012 | 3,515 | 2.67% | — | 128 | +34,012 | New | Q1 2026 | May 14, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 33,804 | 3,494 | 3.45% | 4.01% | 129 | -13,109 | -27.94% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 33,690 | 3,482 | 0.06% | 0.07% | 130 | -406 | -1.19% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 33,390 | 3,451 | 0.03% | 0.02% | 131 | +140 | 0.42% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 33,134 | 3,425 | 1.4% | 1.04% | 132 | +9,116 | 37.95% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisory Team LLC | History | No change | 33,250 | 3,405 | 3.01% | 3.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mason & Associates Inc | History | Added to | 33,738 | 3,392 | 0.66% | 0.59% | 134 | +2,936 | 9.53% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 32,455 | 3,354 | 0.09% | 0.1% | 135 | -1,556 | -4.57% | Q1 2026 | May 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 32,018 | 3,309 | 0.15% | 0.15% | 136 | +71 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Centerpoint Advisory Group | History | Reduced | 31,784 | 3,285 | 2.47% | 2.57% | 137 | -740 | -2.28% | Q1 2026 | Apr 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 31,716 | 3,278 | 0.43% | — | 138 | +31,716 | New | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 30,688 | 3,172 | 0.04% | 0.05% | 139 | -448 | -1.44% | Q1 2026 | May 12, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 29,425 | 3,157 | 1.63% | 1.77% | 140 | +2,961 | 11.19% | Q1 2026 | May 18, 2026 |
| New Insight Wealth Advisors | History | Reduced | 28,677 | 2,964 | 1.06% | 1.05% | 141 | -80 | -0.28% | Q1 2026 | May 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 28,407 | 2,936 | 0.1% | 0.02% | 142 | -313 | -1.09% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,762 | 2,869 | 0.02% | 0.02% | 143 | +99 | 0.36% | Q1 2026 | May 15, 2026 |
| Biltmore Family Office, LLC | History | Added to | 27,111 | 2,802 | 0.39% | 0.2% | 144 | +13,134 | 93.97% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,885 | 2,779 | 0.0% | 0.0% | 145 | +169 | 0.63% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 25,867 | 2,775 | 0.22% | 0.24% | 146 | +55 | 0.21% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,750 | 2,765 | 0.0% | 0.0% | 147 | +24,762 | 1245.57% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 26,214 | 2,709 | 0.22% | 0.21% | 148 | -934 | -3.44% | Q1 2026 | Apr 29, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 26,081 | 2,695 | 0.49% | 0.82% | 149 | -53,150 | -67.08% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,827 | 2,669 | 0.06% | 0.06% | 150 | +2,488 | 10.66% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 24,759 | 2,559 | 0.28% | 0.09% | 151 | +16,612 | 203.9% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 24,327 | 2,514 | 0.09% | 0.13% | 152 | -3,426 | -12.34% | Q1 2026 | May 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,108 | 2,512 | 0.01% | 0.01% | 153 | -13,966 | -36.68% | Q1 2026 | Apr 08, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 24,212 | 2,502 | 2.11% | 2.18% | 154 | -714 | -2.86% | Q1 2026 | Apr 22, 2026 |
| ENZI WEALTH | History | Reduced | 24,168 | 2,498 | 0.87% | 1.04% | 155 | -3,281 | -11.95% | Q1 2026 | Apr 24, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 23,899 | 2,470 | 1.31% | 1.3% | 156 | +54 | 0.23% | Q1 2026 | May 08, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 23,637 | 2,443 | 0.39% | 0.48% | 157 | -376 | -1.57% | Q1 2026 | Apr 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 23,020 | 2,379 | 0.58% | 0.57% | 158 | +677 | 3.03% | Q1 2026 | Apr 22, 2026 |
| Wiser Advisor Group LLC | History | Added to | 22,965 | 2,373 | 2.87% | 2.64% | 159 | +418 | 1.85% | Q1 2026 | Apr 22, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 22,937 | 2,371 | 0.57% | 0.63% | 160 | -2,641 | -10.33% | Q1 2026 | May 05, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 21,623 | 2,235 | 0.3% | 0.28% | 161 | -136 | -0.63% | Q1 2026 | May 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 21,335 | 2,205 | 0.63% | 0.54% | 162 | +2,215 | 11.58% | Q1 2026 | Apr 23, 2026 |
| Firestone Capital Management | History | Reduced | 21,206 | 2,192 | 0.46% | 0.46% | 163 | -49 | -0.23% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,115 | 2,182 | 0.03% | 0.03% | 164 | -853 | -3.88% | Q1 2026 | May 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 21,000 | 2,170 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 20,504 | 2,119 | 0.0% | 0.0% | 166 | -4,277 | -17.26% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,254 | 2,093 | 0.13% | 0.12% | 167 | +932 | 4.82% | Q1 2026 | Apr 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 20,083 | 2,075 | 0.05% | 0.03% | 168 | +7,443 | 58.88% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 19,897 | 2,056 | 0.1% | 0.11% | 169 | -2,943 | -12.89% | Q1 2026 | Apr 28, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 19,762 | 2,042 | 1.84% | 1.27% | 170 | +9,828 | 98.93% | Q1 2026 | Apr 23, 2026 |
| Family Investment Center, Inc. | History | Reduced | 19,567 | 2,022 | 0.39% | 2.95% | 171 | -123,047 | -86.28% | Q1 2026 | Apr 24, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 19,409 | 2,006 | 3.02% | 1.7% | 172 | +8,412 | 76.49% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,205 | 1,985 | 0.02% | 0.02% | 173 | +99 | 0.52% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,654 | 1,928 | 0.01% | 0.01% | 174 | -1,854 | -9.04% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,957 | 1,856 | 0.0% | 0.0% | 175 | +13,563 | 308.67% | Q1 2026 | May 15, 2026 |
| BNB Wealth Management, LLC | History | Added to | 17,167 | 1,774 | 1.14% | 1.11% | 176 | +325 | 1.93% | Q1 2026 | May 13, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 16,919 | 1,748 | 1.65% | 1.73% | 177 | -740 | -4.19% | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 16,417 | 1,697 | 0.01% | 0.01% | 178 | -634 | -3.72% | Q1 2026 | Apr 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 16,306 | 1,685 | 0.5% | 1.1% | 179 | -18,423 | -53.05% | Q1 2026 | Apr 20, 2026 |
| New Millennium Group LLC | History | No change | 16,203 | 1,659 | 0.72% | 0.72% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DORVAL Corp | History | Added to | 15,923 | 1,645 | 0.51% | 0.44% | 181 | +2,311 | 16.98% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,574 | 1,609 | 0.01% | 0.01% | 182 | -376 | -2.36% | Q1 2026 | Apr 29, 2026 |
| Sonoma Allocations LLC | History | Reduced | 15,374 | 1,603 | 0.55% | 0.71% | 183 | -4,603 | -23.04% | Q1 2026 | May 19, 2026 |
| WPG Advisers, LLC | History | Added to | 15,452 | 1,597 | 1.18% | 1.17% | 184 | +93 | 0.61% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,377 | 1,589 | 0.06% | 0.06% | 185 | +538 | 3.63% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,288 | 1,580 | 0.01% | 0.08% | 186 | -97,749 | -86.48% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 15,103 | 1,561 | 0.12% | 0.12% | 187 | -1,012 | -6.28% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 15,082 | 1,559 | 0.54% | 0.56% | 188 | -14 | -0.09% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 14,948 | 1,545 | 0.0% | — | 189 | +14,948 | New | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 14,802 | 1,530 | 0.66% | 0.63% | 190 | -507 | -3.31% | Q1 2026 | Apr 28, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 14,109 | 1,508 | 0.41% | 0.41% | 191 | -211 | -1.47% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 14,483 | 1,497 | 0.11% | 0.1% | 192 | +273 | 1.92% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 14,044 | 1,451 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 13,638 | 1,409 | 0.05% | 0.22% | 194 | -51,307 | -79.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,029 | 1,347 | 0.04% | — | 195 | +13,029 | New | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 12,884 | 1,332 | 0.44% | 0.39% | 196 | +1,717 | 15.38% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,620 | 1,304 | 0.06% | 0.07% | 197 | -1,586 | -11.16% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,572 | 1,299 | 0.03% | 0.02% | 199 | +6,540 | 108.42% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,574 | 1,299 | 0.0% | 0.0% | 198 | +1,254 | 11.08% | Q1 2026 | Apr 27, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 12,162 | 1,257 | 0.18% | 0.15% | 200 | +1,420 | 13.22% | Q1 2026 | Apr 30, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 11,842 | 1,224 | 1.1% | 0.81% | 201 | +3,789 | 47.05% | Q1 2026 | May 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 11,454 | 1,184 | 0.57% | 0.54% | 202 | +507 | 4.63% | Q1 2026 | May 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 11,432 | 1,182 | 0.06% | 0.05% | 203 | +124 | 1.1% | Q1 2026 | May 18, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 11,246 | 1,162 | 0.91% | — | 204 | +11,246 | New | Q1 2026 | Apr 09, 2026 |
| FMR LLC | History | Added to | 11,193 | 1,157 | 0.0% | 0.0% | 205 | +1,993 | 21.66% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,862 | 1,122 | 0.08% | 0.08% | 206 | -87 | -0.79% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,386 | 1,073 | 0.0% | — | 207 | +10,386 | New | Q1 2026 | May 01, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 10,368 | 1,071 | 0.03% | 0.03% | 208 | -367 | -3.42% | Q1 2026 | Apr 09, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,242 | 1,058 | 0.74% | 0.76% | 209 | +13 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 10,080 | 1,042 | 0.21% | 0.25% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,048 | 1,038 | 0.11% | 0.1% | 211 | +816 | 8.84% | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | Reduced | 9,899 | 1,023 | 0.09% | 0.09% | 212 | -18 | -0.18% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 9,391 | 961 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 9,271 | 958 | 0.34% | 0.31% | 214 | +1,060 | 12.91% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,175 | 939 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 9,000 | 930 | 0.21% | 0.21% | 216 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Breakwater Capital Group | History | Reduced | 8,940 | 924 | 0.12% | 0.13% | 217 | -36 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,895 | 911 | 0.66% | 0.66% | 218 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,800 | 909 | 0.0% | 0.0% | 219 | -3,100 | -26.05% | Q1 2026 | May 15, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 8,515 | 880 | 0.75% | 1.09% | 220 | -2,770 | -24.55% | Q1 2026 | Apr 07, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,482 | 876 | 0.03% | 0.03% | 221 | -435 | -4.88% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 8,312 | 859 | 0.04% | — | 222 | +8,312 | New | Q1 2026 | May 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 8,068 | 834 | 0.43% | 0.42% | 223 | +73 | 0.91% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,962 | 823 | 0.02% | 0.02% | 224 | +164 | 2.1% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,846 | 811 | 0.02% | 0.01% | 225 | +2,681 | 51.91% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Reduced | 7,756 | 801 | 0.04% | 0.04% | 227 | -1,248 | -13.86% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,757 | 801 | 0.01% | 0.01% | 226 | +969 | 14.28% | Q1 2026 | May 06, 2026 |
| Fairway Financial, LLC | History | Added to | 7,730 | 799 | 0.61% | 0.59% | 228 | +87 | 1.14% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 7,716 | 797 | 0.04% | 0.03% | 229 | +399 | 5.45% | Q1 2026 | Apr 30, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,558 | 781 | 0.15% | 0.22% | 230 | -3,110 | -29.15% | Q1 2026 | May 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 7,554 | 780 | 0.27% | 0.27% | 231 | -161 | -2.09% | Q1 2026 | Apr 09, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 7,357 | 760 | 0.63% | 0.6% | 232 | -76 | -1.02% | Q1 2026 | May 11, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 7,284 | 752 | 0.57% | 0.55% | 234 | +900 | 14.1% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,277 | 752 | 0.01% | 0.01% | 233 | -54 | -0.74% | Q1 2026 | May 18, 2026 |
| Bank of Marin | History | Added to | 7,088 | 732 | 0.53% | 0.49% | 235 | +121 | 1.74% | Q1 2026 | May 14, 2026 |
| Pacific Center for Financial Services | History | Reduced | 6,996 | 723 | 0.18% | 0.26% | 236 | -2,856 | -28.99% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 6,970 | 720 | 0.0% | — | 237 | +6,970 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,962 | 719 | 0.0% | 0.0% | 238 | -226 | -3.14% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | Reduced | 6,947 | 718 | 0.01% | 0.02% | 239 | -7,147 | -50.71% | Q1 2026 | Apr 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 6,809 | 703 | 0.06% | 0.07% | 240 | -979 | -12.57% | Q1 2026 | Apr 15, 2026 |
| Southland Equity Partners LLC | History | Added to | 6,803 | 703 | 0.14% | 0.13% | 241 | +438 | 6.88% | Q1 2026 | Apr 14, 2026 |
| Pearl Planning LLC | History | Reduced | 6,780 | 700 | 0.37% | 0.6% | 243 | -2,724 | -28.66% | Q1 2026 | Apr 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,781 | 700 | 0.04% | 0.03% | 242 | +1,687 | 33.12% | Q1 2026 | Apr 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,752 | 697 | 0.07% | 0.06% | 244 | -48 | -0.71% | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,577 | 679 | 0.05% | 0.05% | 245 | +75 | 1.15% | Q1 2026 | May 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 6,454 | 667 | 0.08% | 0.07% | 246 | +683 | 11.84% | Q1 2026 | Apr 27, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 6,448 | 666 | 0.36% | 0.62% | 247 | -4,389 | -40.5% | Q1 2026 | May 01, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 6,348 | 656 | 0.13% | 0.14% | 248 | -236 | -3.58% | Q1 2026 | Apr 09, 2026 |
| Secure Asset Management, LLC | History | Reduced | 6,200 | 640 | 0.1% | 0.18% | 250 | -4,736 | -43.31% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,200 | 640 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | New | 6,119 | 638 | 0.13% | — | 251 | +6,119 | New | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,094 | 629 | 0.03% | 0.03% | 252 | +285 | 4.91% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 6,001 | 620 | 0.03% | 0.04% | 253 | -846 | -12.36% | Q1 2026 | Apr 28, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,989 | 619 | 0.34% | 0.35% | 254 | -366 | -5.76% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,910 | 610 | 0.01% | 0.01% | 255 | +7 | 0.12% | Q1 2026 | May 05, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 5,767 | 596 | 0.28% | 0.19% | 256 | +1,849 | 47.19% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 5,754 | 594 | 0.01% | 0.01% | 257 | -12 | -0.21% | Q1 2026 | May 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,720 | 591 | 0.15% | 1.31% | 258 | -43,588 | -88.4% | Q1 2026 | Apr 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,695 | 588 | 0.02% | 0.02% | 259 | -410 | -6.72% | Q1 2026 | Apr 08, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,582 | 580 | 0.03% | 0.03% | 260 | -166 | -2.89% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 5,511 | 569 | 0.02% | 0.02% | 261 | -13 | -0.24% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 5,496 | 568 | 0.05% | 0.03% | 262 | +3 | 0.05% | Q1 2026 | May 14, 2026 |
| Redwood Financial Network Corp | History | Reduced | 5,456 | 563 | 0.37% | 0.38% | 263 | -429 | -7.29% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 5,365 | 554 | 0.01% | 0.01% | 264 | -322 | -5.66% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 5,291 | 546 | 0.01% | 0.01% | 265 | +40 | 0.76% | Q1 2026 | Apr 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 5,277 | 545 | 0.14% | 0.11% | 266 | +1,329 | 33.66% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,210 | 538 | 0.0% | — | 267 | +5,210 | New | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,027 | 519 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,982 | 514 | 0.08% | 0.08% | 270 | +942 | 23.32% | Q1 2026 | Apr 30, 2026 |
| Krilogy Financial LLC | History | Added to | 4,804 | 514 | 0.02% | 0.02% | 269 | +15 | 0.31% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 4,934 | 510 | 0.13% | 0.16% | 271 | -8 | -0.16% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 4,914 | 507 | 0.0% | 0.0% | 272 | -5,166 | -51.25% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,822 | 498 | 0.02% | 0.02% | 273 | +919 | 23.55% | Q1 2026 | May 14, 2026 |
| Northwest Financial Advisors | History | Added to | 4,796 | 495 | 0.96% | 0.92% | 274 | +408 | 9.3% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,725 | 488 | 0.01% | 0.01% | 275 | +451 | 10.55% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,505 | 483 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LongView Wealth Management | History | Added to | 4,329 | 466 | 0.12% | 0.1% | 277 | +384 | 9.73% | Q1 2026 | Apr 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 4,498 | 464 | 0.39% | 0.4% | 278 | +5 | 0.11% | Q1 2026 | Apr 17, 2026 |
| CWC Advisors, LLC. | History | Added to | 4,430 | 457 | 0.22% | 0.19% | 279 | +630 | 16.58% | Q1 2026 | Apr 16, 2026 |
| MCF Advisors LLC | History | New | 4,411 | 455 | 0.02% | — | 280 | +4,411 | New | Q1 2026 | May 11, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 4,313 | 445 | 0.16% | 0.23% | 281 | -2,195 | -33.73% | Q1 2026 | May 11, 2026 |
| Investmark Advisory Group LLC | History | No change | 4,275 | 441 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Reduced | 4,215 | 435 | 0.07% | 0.07% | 283 | -340 | -7.46% | Q1 2026 | May 05, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 4,156 | 429 | 0.22% | 0.22% | 284 | +101 | 2.49% | Q1 2026 | Apr 10, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 4,128 | 426 | 0.32% | 0.34% | 285 | -501 | -10.82% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | New | 4,000 | 413 | 0.0% | — | 286 | +4,000 | New | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,994 | 412 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Reduced | 3,969 | 410 | 0.02% | 0.03% | 288 | -271 | -6.39% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 3,912 | 404 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,905 | 403 | 0.06% | 0.08% | 290 | -1,466 | -27.29% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 3,879 | 400 | 0.02% | 0.03% | 291 | -938 | -19.47% | Q1 2026 | May 14, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 3,874 | 400 | 0.29% | 0.27% | 293 | -149 | -3.7% | Q1 2026 | May 05, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,733 | 400 | 0.09% | 0.09% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TABLEAUX LLC | History | No change | 3,832 | 396 | 0.19% | 0.28% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 3,848 | 394 | 0.16% | 0.16% | 295 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 3,797 | 392 | 0.02% | — | 297 | +3,797 | New | Q1 2026 | May 06, 2026 |
| Brown Financial Advisory | History | No change | 3,798 | 392 | 0.19% | 0.2% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Snider Financial Group | History | Reduced | 3,693 | 381 | 0.11% | 0.14% | 298 | -1,547 | -29.52% | Q1 2026 | Apr 15, 2026 |
| Retireful, LLC | History | New | 3,486 | 380 | 0.54% | — | 299 | +3,486 | New | Q1 2026 | Apr 15, 2026 |
| Cypress Capital Group | History | New | 3,570 | 369 | 0.04% | — | 300 | +3,570 | New | Q1 2026 | May 15, 2026 |