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 | 4,069,723 | 459,390 | 0.1% | 0.12% | 1 | -371,608 | -8.37% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,453,754 | 276,979 | 0.01% | 0.02% | 2 | +37,330 | 1.54% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,395,285 | 157,499 | 0.14% | 0.15% | 3 | -7,198 | -0.51% | Q2 2026 | Aug 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,280,545 | 144,547 | 1.08% | 1.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,209,723 | 136,553 | 0.07% | 0.08% | 5 | +7,521 | 0.63% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,083,543 | 120,869 | 0.05% | 0.05% | 6 | +106,587 | 10.91% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,065,755 | 120,321 | 0.02% | 0.03% | 7 | -105,572 | -9.01% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 948,076 | 107,018 | 0.13% | 0.14% | 8 | +2,998 | 0.32% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 821,987 | 92,785 | 0.03% | 0.03% | 9 | -73,337 | -8.19% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 641,349 | 72,395 | 0.0% | 0.0% | 10 | -15,677 | -2.39% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 588,075 | 66,381 | 0.01% | 0.01% | 11 | -129,297 | -18.02% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 469,902 | 53,042 | 0.31% | 0.02% | 12 | +442,140 | 1592.61% | Q2 2026 | Aug 14, 2026 |
| TruWealth Advisors, LLC | History | No change | 491,754 | 50,832 | 2.44% | 2.44% | 13 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 431,036 | 48,689 | 0.06% | 0.06% | 14 | +59,162 | 15.91% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 420,269 | 47,439 | 0.05% | 0.05% | 15 | -20,709 | -4.7% | Q2 2026 | Aug 12, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 370,591 | 41,832 | 19.72% | 18.71% | 16 | +6,632 | 1.82% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 364,659 | 41,162 | 0.12% | 0.12% | 17 | +30,976 | 9.28% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 348,740 | 39,365 | 1.22% | 1.27% | 18 | +5,637 | 1.64% | Q2 2026 | Jul 09, 2026 |
| EQUITABLE TRUST CO | History | Added to | 338,550 | 38,215 | 1.59% | 1.59% | 19 | +6,172 | 1.86% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 324,892 | 36,674 | 0.08% | 0.09% | 20 | -2,850 | -0.87% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | Added to | 321,520 | 36,293 | 0.46% | 0.46% | 21 | +4,969 | 1.57% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 302,466 | 34,142 | 0.51% | 0.51% | 22 | +6,453 | 2.18% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 282,592 | 31,898 | 0.0% | 0.0% | 23 | +40,800 | 16.87% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 266,013 | 30,027 | 0.5% | 0.52% | 24 | +6,250 | 2.41% | Q2 2026 | Aug 11, 2026 |
| Capital Planning Advisors, LLC | History | No change | 281,267 | 29,074 | 4.2% | 4.2% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bluespring Wealth Management, LLC | History | New | 255,789 | 28,873 | 0.56% | — | 26 | +255,789 | New | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 245,023 | 27,658 | 0.03% | 0.03% | 27 | -1,584 | -0.64% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 219,845 | 24,816 | 0.11% | 0.12% | 28 | -26,730 | -10.84% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 211,860 | 23,914 | 0.01% | 0.01% | 29 | -60,555 | -22.23% | Q2 2026 | Sep 23, 2026 |
| Trilogy Capital Inc. | History | Added to | 207,094 | 23,376 | 0.91% | 0.94% | 30 | +210 | 0.1% | Q2 2026 | Jul 02, 2026 |
| Blue Water Asset Management | History | Added to | 198,483 | 22,404 | 7.23% | 6.96% | 31 | +3,640 | 1.87% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 191,531 | 21,620 | 0.07% | 0.08% | 32 | -240 | -0.13% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 188,122 | 21,235 | 1.77% | 1.77% | 33 | +7,393 | 4.09% | Q2 2026 | Jul 16, 2026 |
| KPP Advisory Services LLC | History | Added to | 184,344 | 20,808 | 2.63% | 2.75% | 34 | +989 | 0.54% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Reduced | 177,006 | 19,980 | 0.0% | 0.0% | 35 | -2,625 | -1.46% | Q2 2026 | Aug 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 176,086 | 19,851 | 2.29% | 2.32% | 36 | +6,108 | 3.59% | Q2 2026 | Jul 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 186,619 | 19,290 | 0.78% | 0.94% | 37 | -3,613 | -1.9% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 161,859 | 18,270 | 1.0% | 0.93% | 38 | +12,274 | 8.21% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 161,101 | 18,184 | 0.49% | 0.5% | 39 | +8,558 | 5.61% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 159,000 | 17,947 | 0.01% | 0.02% | 40 | -25 | -0.02% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 149,538 | 16,879 | 0.4% | 0.42% | 41 | +5,054 | 3.5% | Q2 2026 | Aug 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 148,069 | 16,714 | 2.49% | 1.76% | 42 | +47,183 | 46.77% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 146,705 | 16,560 | 0.03% | 0.04% | 43 | +23,664 | 19.23% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 140,808 | 15,894 | 0.2% | 0.22% | 44 | +3,663 | 2.67% | Q2 2026 | Aug 05, 2026 |
| Everest Financial Group LLC | History | Reduced | 131,701 | 14,866 | 2.01% | 2.66% | 45 | -24,468 | -15.67% | Q2 2026 | Aug 10, 2026 |
| Traction Financial Partners, LLC | History | Added to | 130,921 | 14,778 | 7.85% | 8.01% | 46 | +5,099 | 4.05% | Q2 2026 | Aug 13, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 129,534 | 14,621 | 5.7% | 5.91% | 47 | -1,395 | -1.07% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 140,786 | 14,553 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearview Wealth Management LLC | History | Reduced | 128,187 | 14,469 | 9.3% | 9.41% | 49 | -504 | -0.39% | Q2 2026 | Jul 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 126,842 | 14,317 | 3.19% | 3.68% | 50 | -14,082 | -9.99% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 125,775 | 14,197 | 0.46% | 0.47% | 51 | +2,224 | 1.8% | Q2 2026 | Jul 17, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 123,961 | 13,992 | 2.58% | 2.88% | 52 | -3,197 | -2.51% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | Added to | 118,745 | 13,450 | 0.06% | 0.04% | 53 | +34,235 | 40.51% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 114,881 | 12,967 | 0.08% | 0.09% | 54 | +2,695 | 2.4% | Q2 2026 | Jul 20, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 110,864 | 12,514 | 2.34% | 2.22% | 55 | +1,985 | 1.82% | Q2 2026 | Aug 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 100,810 | 11,379 | 2.71% | 2.66% | 56 | +8,632 | 9.36% | Q2 2026 | Aug 10, 2026 |
| Altus Wealth Group LLC | History | Added to | 99,819 | 11,267 | 4.07% | 4.1% | 57 | +2,942 | 3.04% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 99,569 | 11,239 | 0.07% | 0.0% | 58 | +96,020 | 2705.55% | Q2 2026 | Sep 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 95,805 | 10,814 | 4.49% | — | 59 | +95,805 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 93,077 | 10,506 | 0.45% | 0.45% | 60 | +5,616 | 6.42% | Q2 2026 | Jul 22, 2026 |
| Concord Wealth Partners | History | Added to | 92,704 | 10,464 | 1.2% | 1.19% | 61 | +3,966 | 4.47% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 91,449 | 10,322 | 1.29% | 1.19% | 62 | +20,010 | 28.01% | Q2 2026 | Jul 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 91,236 | 10,298 | 0.06% | 0.07% | 63 | -14,473 | -13.69% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 91,194 | 10,293 | 0.14% | 0.14% | 64 | +1,712 | 1.91% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 90,930 | 10,264 | 0.02% | 0.03% | 65 | -9,520 | -9.48% | Q2 2026 | Aug 05, 2026 |
| Capital Developers, LLC | History | No change | 98,340 | 10,165 | 9.15% | 9.15% | 66 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 89,533 | 10,106 | 0.48% | 0.56% | 67 | -737 | -0.82% | Q2 2026 | Aug 11, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 88,720 | 10,014 | 3.79% | 4.88% | 68 | -20,200 | -18.55% | Q2 2026 | Jul 14, 2026 |
| Oasis Advisors, LLC | History | New | 87,887 | 9,920 | 6.44% | — | 69 | +87,887 | New | Q2 2026 | Jul 30, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 87,752 | 9,905 | 1.53% | 1.5% | 70 | +1,832 | 2.13% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 86,619 | 9,777 | 0.56% | 0.57% | 71 | +1,749 | 2.06% | Q2 2026 | Jul 15, 2026 |
| Investors Portfolio Services LLC | History | Added to | 79,879 | 9,016 | 6.88% | 6.46% | 72 | +12,418 | 18.41% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 79,486 | 8,972 | 0.02% | 0.02% | 73 | +12,469 | 18.61% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 79,238 | 8,944 | 0.32% | 0.34% | 74 | +320 | 0.41% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Added to | 76,511 | 8,636 | 0.01% | 0.01% | 75 | +1,357 | 1.81% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 76,238 | 8,605 | 0.78% | 0.49% | 76 | +50,157 | 192.31% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 75,920 | 8,569 | 0.09% | 0.09% | 77 | +1,477 | 1.98% | Q2 2026 | Jul 28, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 75,628 | 8,536 | 2.44% | 2.5% | 78 | +5,339 | 7.6% | Q2 2026 | Aug 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 74,376 | 8,395 | 2.42% | 2.47% | 79 | +2,203 | 3.05% | Q2 2026 | Jul 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 72,818 | 8,219 | 0.91% | 1.07% | 80 | -12,474 | -14.63% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 72,224 | 8,152 | 0.08% | 0.09% | 81 | -4,670 | -6.07% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 70,701 | 7,980 | 0.06% | 0.09% | 82 | -16,436 | -18.86% | Q2 2026 | Jul 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 70,473 | 7,954 | 1.89% | 1.94% | 83 | +1,394 | 2.02% | Q2 2026 | Jul 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 69,211 | 7,812 | 2.24% | 2.4% | 84 | -2,619 | -3.65% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 68,586 | 7,742 | 0.16% | 0.17% | 85 | -1,017 | -1.46% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | Reduced | 66,614 | 7,519 | 4.25% | 5.17% | 86 | -7,885 | -10.58% | Q2 2026 | Jul 28, 2026 |
| Berkeley, Inc | History | Added to | 61,771 | 6,972 | 2.19% | 2.13% | 87 | +405 | 0.66% | Q2 2026 | Jul 24, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 61,696 | 6,964 | 4.32% | 4.16% | 88 | +2,525 | 4.27% | Q2 2026 | Jul 22, 2026 |
| Financial Management, Inc. | History | Added to | 60,827 | 6,866 | 5.63% | 5.82% | 89 | +855 | 1.43% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 60,450 | 6,823 | 0.07% | 0.07% | 90 | +2,268 | 3.9% | Q2 2026 | Aug 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 59,522 | 6,718 | 2.1% | 2.25% | 91 | -32 | -0.05% | Q2 2026 | Jul 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 58,778 | 6,634 | 0.51% | 0.49% | 92 | +3,160 | 5.68% | Q2 2026 | Aug 04, 2026 |
| American National Bank of Texas | History | Reduced | 57,403 | 6,479 | 5.91% | 5.7% | 93 | -514 | -0.89% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 56,580 | 6,386 | 0.08% | 0.15% | 94 | -26,760 | -32.11% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 56,108 | 6,333 | 1.8% | 2.18% | 95 | -653 | -1.15% | Q2 2026 | Aug 06, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 56,075 | 6,329 | 0.31% | 0.34% | 96 | -1,163 | -2.03% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 55,670 | 6,283 | 0.1% | 0.13% | 97 | -5,304 | -8.7% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 55,440 | 6,258 | 0.01% | 0.01% | 98 | +14,838 | 36.54% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,142 | 6,224 | 0.12% | 0.05% | 99 | +35,059 | 174.57% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | Added to | 54,368 | 6,137 | 0.31% | 0.26% | 100 | +3,114 | 6.08% | Q2 2026 | Jul 16, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 54,169 | 6,114 | 3.8% | 4.07% | 101 | -1,158 | -2.09% | Q2 2026 | Jul 31, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 54,060 | 6,107 | 0.41% | 0.44% | 102 | +1,169 | 2.21% | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 53,417 | 6,029 | 2.92% | 2.87% | 103 | +1,374 | 2.64% | Q2 2026 | Aug 07, 2026 |
| Forge Financial Services LLC | History | Reduced | 53,091 | 5,994 | 0.52% | 0.57% | 104 | -925 | -1.71% | Q2 2026 | Aug 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 52,484 | 5,924 | 0.99% | 2.25% | 105 | -56,077 | -51.65% | Q2 2026 | Jul 21, 2026 |
| Live Oak Investment Partners | History | Added to | 51,820 | 5,849 | 3.15% | 3.03% | 106 | +2,132 | 4.29% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 51,114 | 5,770 | 0.01% | — | 107 | +51,114 | New | Q2 2026 | Aug 14, 2026 |
| Prota Financial, LLC | History | Reduced | 49,037 | 5,530 | 3.64% | 5.71% | 108 | -27,239 | -35.71% | Q2 2026 | Jul 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 48,910 | 5,520 | 0.5% | 0.52% | 109 | +1,809 | 3.84% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Added to | 48,326 | 5,455 | 0.02% | 0.03% | 110 | +878 | 1.85% | Q2 2026 | Aug 14, 2026 |
| Mann Financial Group, Inc. | History | Added to | 48,238 | 5,445 | 4.56% | 3.87% | 111 | +8,432 | 21.18% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 48,013 | 5,419 | 0.1% | 0.13% | 112 | -16,935 | -26.07% | Q2 2026 | Jul 09, 2026 |
| World Investment Advisors | History | Reduced | 51,616 | 5,335 | 0.09% | 0.09% | 113 | -86 | -0.17% | Q2 2026 | Aug 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 46,918 | 5,296 | 1.0% | 1.31% | 114 | -1,173 | -2.44% | Q2 2026 | Jul 09, 2026 |
| Silver Coast Investments LLC | History | Reduced | 46,706 | 5,272 | 1.57% | 1.55% | 115 | -193 | -0.41% | Q2 2026 | Jul 24, 2026 |
| Concentrum Wealth Management | History | Added to | 45,353 | 5,119 | 1.23% | 1.33% | 116 | +1,874 | 4.31% | Q2 2026 | Aug 06, 2026 |
| Willow Financial LLC | History | No change | 49,076 | 5,072 | 5.14% | 5.14% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Carolina Wealth Management Inc | History | New | 44,071 | 4,974 | 2.29% | — | 118 | +44,071 | New | Q2 2026 | Aug 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 42,949 | 4,848 | 0.49% | 0.54% | 119 | -1,041 | -2.37% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 39,897 | 4,503 | 0.08% | 0.08% | 120 | +327 | 0.83% | Q2 2026 | Jul 14, 2026 |
| BFSG, LLC | History | Added to | 39,243 | 4,429 | 0.39% | 0.37% | 121 | +1,115 | 2.92% | Q2 2026 | Jul 20, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 38,997 | 4,401 | 1.07% | 1.28% | 122 | -5,414 | -12.19% | Q2 2026 | Aug 10, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 37,723 | 4,258 | 1.53% | 2.48% | 123 | +599 | 1.61% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 36,720 | 4,146 | 0.42% | — | 124 | +36,720 | New | Q2 2026 | Aug 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 36,675 | 4,139 | 1.6% | 1.67% | 125 | +310 | 0.85% | Q2 2026 | Jul 31, 2026 |
| Corecam AG | History | Reduced | 36,640 | 4,135 | 3.53% | 4.18% | 126 | -10,830 | -22.81% | Q2 2026 | Jul 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 35,989 | 4,062 | 0.07% | 0.09% | 127 | -9,236 | -20.42% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 35,671 | 4,026 | 0.05% | 0.04% | 128 | +4,983 | 16.24% | Q2 2026 | Aug 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 35,500 | 4,006 | 0.01% | 0.01% | 129 | +108 | 0.31% | Q2 2026 | Aug 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 35,291 | 3,983 | 2.5% | 2.44% | 130 | +133 | 0.38% | Q2 2026 | Aug 03, 2026 |
| New Insight Wealth Advisors | History | Added to | 34,786 | 3,926 | 1.16% | 1.06% | 131 | +6,109 | 21.3% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 34,426 | 3,885 | 0.15% | 0.15% | 132 | +2,408 | 7.52% | Q2 2026 | Jul 20, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 34,417 | 3,884 | 2.89% | 3.45% | 133 | +613 | 1.81% | Q2 2026 | Aug 07, 2026 |
| Mason & Associates Inc | History | Added to | 33,957 | 3,833 | 0.62% | 0.66% | 134 | +219 | 0.65% | Q2 2026 | Jul 23, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 33,834 | 3,819 | 0.86% | 1.22% | 135 | -8,740 | -20.53% | Q2 2026 | Jul 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 33,784 | 3,813 | 0.45% | 0.43% | 136 | +2,068 | 6.52% | Q2 2026 | Aug 05, 2026 |
| PSI Advisors, LLC | History | Reduced | 33,437 | 3,774 | 0.88% | 1.12% | 137 | -11,979 | -26.38% | Q2 2026 | Aug 03, 2026 |
| Melone Private Wealth, LLC | History | Added to | 33,416 | 3,771 | 1.44% | 1.4% | 138 | +282 | 0.85% | Q2 2026 | Jul 09, 2026 |
| PlanVest Financial, Inc | History | Reduced | 33,307 | 3,759 | 2.51% | 2.67% | 139 | -705 | -2.07% | Q2 2026 | Aug 10, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 33,169 | 3,744 | 1.97% | 2.31% | 140 | -3,172 | -8.73% | Q2 2026 | Jul 28, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 32,393 | 3,656 | 1.48% | 1.55% | 141 | +73 | 0.23% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 31,888 | 3,599 | 0.06% | 0.06% | 142 | -1,802 | -5.35% | Q2 2026 | Aug 10, 2026 |
| Bellars Harris Wealth Management, LLC | History | New | 31,835 | 3,593 | 0.73% | — | 143 | +31,835 | New | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Reduced | 31,423 | 3,547 | 0.09% | 0.09% | 144 | -1,032 | -3.18% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisory Group | History | Reduced | 30,904 | 3,488 | 2.21% | 2.47% | 145 | -880 | -2.77% | Q2 2026 | Jul 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 30,315 | 3,421 | 1.59% | 1.63% | 146 | +890 | 3.02% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 29,846 | 3,368 | 0.07% | 0.03% | 147 | +17,274 | 137.4% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,733 | 3,356 | 0.06% | 0.1% | 148 | +1,326 | 4.67% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,215 | 3,297 | 0.11% | 0.1% | 149 | +4,888 | 20.09% | Q2 2026 | Aug 14, 2026 |
| Steelhead Wealth Management LLC | History | Added to | 27,760 | 3,133 | 1.26% | 1.26% | 150 | +3,727 | 15.51% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,373 | 3,102 | 0.01% | 0.01% | 151 | +3,265 | 13.54% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 26,739 | 3,073 | 0.23% | 0.22% | 152 | +872 | 3.37% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 26,192 | 2,956 | 0.0% | 0.0% | 153 | -693 | -2.58% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 25,773 | 2,909 | 0.38% | 0.39% | 154 | -1,338 | -4.94% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 25,164 | 2,840 | 0.28% | 0.28% | 155 | +405 | 1.64% | Q2 2026 | Jul 09, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 24,926 | 2,813 | 0.61% | 0.57% | 156 | +1,989 | 8.67% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | Added to | 24,734 | 2,792 | 0.41% | 0.39% | 157 | +1,097 | 4.64% | Q2 2026 | Jul 17, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 24,101 | 2,720 | 0.19% | 0.22% | 158 | -2,113 | -8.06% | Q2 2026 | Jul 13, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 23,610 | 2,665 | 1.22% | 1.31% | 159 | -289 | -1.21% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 23,111 | 2,608 | 1.96% | 2.11% | 160 | -1,101 | -4.55% | Q2 2026 | Jul 22, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 22,938 | 2,589 | 2.83% | 2.87% | 161 | -27 | -0.12% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 22,771 | 2,570 | 0.12% | 0.13% | 162 | +2,517 | 12.43% | Q2 2026 | Jul 28, 2026 |
| Wealth Advisory Team LLC | History | New | 22,747 | 2,567 | 2.09% | — | 164 | +22,747 | New | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 22,747 | 2,567 | 0.02% | 0.03% | 163 | -10,643 | -31.87% | Q2 2026 | Aug 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,636 | 2,555 | 0.52% | 0.58% | 165 | -384 | -1.67% | Q2 2026 | Jul 23, 2026 |
| ENZI WEALTH | History | Reduced | 22,335 | 2,524 | 0.8% | 0.87% | 166 | -1,833 | -7.58% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,322 | 2,519 | 0.03% | 0.03% | 167 | +1,207 | 5.72% | Q2 2026 | Aug 12, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 22,223 | 2,508 | 3.24% | 3.02% | 168 | +2,814 | 14.5% | Q2 2026 | Jul 29, 2026 |
| Firestone Capital Management | History | Added to | 21,207 | 2,393 | 0.45% | 0.46% | 169 | +1 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 21,000 | 2,370 | 0.09% | 0.1% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | New | 20,115 | 2,298 | 0.04% | — | 171 | +20,115 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 20,115 | 2,298 | 0.04% | — | 172 | +20,115 | New | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,000 | 2,257 | 0.0% | 0.0% | 173 | -30,000 | -60.0% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | Added to | 19,174 | 2,164 | 0.62% | 0.51% | 174 | +3,251 | 20.42% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 18,970 | 2,141 | 0.09% | 0.1% | 175 | -927 | -4.66% | Q2 2026 | Jul 27, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 18,951 | 2,139 | 0.5% | — | 176 | +18,951 | New | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 18,861 | 2,129 | 0.03% | 0.09% | 177 | -39,244 | -67.54% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | Reduced | 18,830 | 2,125 | 0.05% | 0.21% | 178 | -170,478 | -90.05% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,689 | 2,109 | 0.02% | 0.02% | 179 | -516 | -2.69% | Q2 2026 | Aug 06, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 18,437 | 2,081 | 1.68% | 1.65% | 180 | +1,518 | 8.97% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 17,942 | 2,025 | 0.01% | 0.01% | 181 | -712 | -3.82% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 17,785 | 2,007 | 0.0% | 0.0% | 182 | -2,719 | -13.26% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,483 | 1,973 | 0.0% | 0.0% | 183 | -474 | -2.64% | Q2 2026 | Aug 19, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,121 | 1,932 | 0.04% | 0.06% | 184 | -8,706 | -33.71% | Q2 2026 | Aug 13, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 17,023 | 1,921 | 1.05% | 1.14% | 185 | -144 | -0.84% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,988 | 1,917 | 0.1% | 0.02% | 186 | +13,109 | 337.95% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 16,654 | 1,879 | 0.47% | 0.63% | 187 | -4,681 | -21.94% | Q2 2026 | Jul 16, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 16,518 | 1,864 | 0.5% | 0.5% | 188 | +212 | 1.3% | Q2 2026 | Jul 16, 2026 |
| WPG Advisers, LLC | History | Added to | 16,098 | 1,817 | 1.07% | 1.18% | 189 | +646 | 4.18% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 16,018 | 1,808 | 0.07% | 0.04% | 190 | +2,989 | 22.94% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,640 | 1,765 | 0.06% | 0.06% | 191 | +263 | 1.71% | Q2 2026 | Jul 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 15,326 | 1,729 | 0.54% | 0.54% | 192 | +244 | 1.62% | Q2 2026 | Jul 30, 2026 |
| Family Investment Center, Inc. | History | Reduced | 15,301 | 1,727 | 0.29% | 0.39% | 193 | -4,266 | -21.8% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 14,725 | 1,662 | 0.12% | 0.12% | 194 | -378 | -2.5% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,613 | 1,649 | 0.01% | 0.01% | 195 | -961 | -6.17% | Q2 2026 | Sep 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,168 | 1,596 | 0.38% | 0.41% | 196 | +59 | 0.42% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 14,044 | 1,585 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 13,836 | 1,561 | 1.26% | 1.1% | 198 | +1,994 | 16.84% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,119 | 1,480 | 0.0% | 0.0% | 199 | +545 | 4.33% | Q2 2026 | Jul 28, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 13,106 | 1,479 | 0.18% | 0.18% | 200 | +944 | 7.76% | Q2 2026 | Aug 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 12,729 | 1,436 | 0.52% | 0.66% | 201 | -2,073 | -14.0% | Q2 2026 | Jul 29, 2026 |
| Forum Private Client Group LLC | History | Reduced | 12,560 | 1,417 | 0.42% | 0.44% | 202 | -324 | -2.51% | Q2 2026 | Aug 12, 2026 |
| Evergreen Wealth Partners LLC | History | Added to | 12,339 | 1,392 | 0.84% | 0.57% | 203 | +5,055 | 69.4% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 12,186 | 1,376 | 0.05% | 0.06% | 204 | +754 | 6.6% | Q2 2026 | Aug 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,147 | 1,371 | 0.05% | 0.06% | 205 | -473 | -3.75% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 12,051 | 1,360 | 0.04% | 0.05% | 206 | -1,587 | -11.64% | Q2 2026 | Aug 10, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 12,044 | 1,359 | 0.91% | 0.91% | 207 | +798 | 7.1% | Q2 2026 | Jul 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 11,868 | 1,339 | 0.08% | 0.08% | 208 | +1,006 | 9.26% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | New | 11,747 | 1,326 | 0.02% | — | 209 | +11,747 | New | Q2 2026 | Aug 10, 2026 |
| TAGStone Capital, Inc. | History | Added to | 11,580 | 1,307 | 0.42% | 0.34% | 210 | +2,309 | 24.91% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 11,284 | 1,273 | 0.12% | 0.11% | 211 | +1,236 | 12.3% | Q2 2026 | Jul 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 11,162 | 1,259 | 0.52% | 0.57% | 212 | -292 | -2.55% | Q2 2026 | Aug 07, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 10,983 | 1,239 | 0.97% | 1.84% | 213 | -8,779 | -44.42% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | Reduced | 10,604 | 1,196 | 0.0% | 0.0% | 214 | -589 | -5.26% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,524 | 1,188 | 0.01% | 0.01% | 215 | -5,893 | -35.9% | Q2 2026 | Jul 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 10,507 | 1,185 | 0.75% | 0.74% | 216 | +265 | 2.59% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | New | 10,494 | 1,184 | 0.04% | — | 217 | +10,494 | New | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | Added to | 10,400 | 1,173 | 0.1% | 0.09% | 218 | +501 | 5.06% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 10,346 | 1,167 | 0.02% | — | 219 | +10,346 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 10,295 | 1,162 | 0.02% | — | 220 | +10,295 | New | Q2 2026 | Aug 06, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 10,292 | 1,161 | 0.11% | 0.11% | 221 | -4,191 | -28.94% | Q2 2026 | Jul 09, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 10,080 | 1,138 | 0.14% | 0.21% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,994 | 1,128 | 0.04% | 0.04% | 223 | +1,682 | 20.24% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,355 | 1,055 | 0.02% | 0.02% | 224 | +1,509 | 19.23% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,700 | 982 | 0.0% | 0.0% | 225 | -100 | -1.14% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,684 | 980 | 0.0% | 0.0% | 226 | -1,702 | -16.39% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,442 | 952 | 0.0% | 0.0% | 227 | -6,506 | -43.52% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 8,362 | 943 | 0.02% | 0.03% | 228 | -120 | -1.41% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 8,340 | 941 | 0.42% | 0.43% | 229 | +272 | 3.37% | Q2 2026 | Jul 22, 2026 |
| Breakwater Capital Group | History | Reduced | 8,305 | 937 | 0.11% | 0.12% | 230 | -635 | -7.1% | Q2 2026 | Jul 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 8,226 | 928 | 0.66% | 0.67% | 231 | -637 | -7.19% | Q2 2026 | Aug 17, 2026 |
| Csenge Advisory Group | History | Added to | 8,184 | 923 | 0.04% | 0.04% | 232 | +468 | 6.07% | Q2 2026 | Aug 10, 2026 |
| Southland Equity Partners LLC | History | Added to | 8,015 | 904 | 0.16% | 0.14% | 233 | +1,212 | 17.82% | Q2 2026 | Jul 13, 2026 |
| Cypress Capital Group | History | Added to | 7,990 | 901 | 0.08% | 0.04% | 234 | +4,420 | 123.81% | Q2 2026 | Aug 05, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 7,987 | 901 | 0.4% | 0.36% | 235 | +1,539 | 23.87% | Q2 2026 | Jul 29, 2026 |
| Fairway Financial, LLC | History | Added to | 7,913 | 893 | 0.61% | 0.61% | 236 | +183 | 2.37% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | Added to | 7,772 | 877 | 0.03% | 0.04% | 237 | +16 | 0.21% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,757 | 875 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,328 | 827 | 0.14% | 0.15% | 239 | -230 | -3.04% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,179 | 810 | 0.0% | 0.0% | 240 | +217 | 3.12% | Q2 2026 | Aug 12, 2026 |
| Reliant Investment Partners, LLC | History | Reduced | 7,164 | 808 | 0.55% | 0.63% | 241 | -193 | -2.62% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,053 | 796 | 0.01% | 0.01% | 242 | -224 | -3.08% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,009 | 791 | 0.04% | 0.04% | 243 | +228 | 3.36% | Q2 2026 | Jul 23, 2026 |
| Pacific Center for Financial Services | History | Reduced | 6,989 | 788 | 0.18% | 0.18% | 244 | -7 | -0.1% | Q2 2026 | Aug 05, 2026 |
| Pearl Planning LLC | History | Added to | 6,907 | 779 | 0.36% | 0.37% | 245 | +127 | 1.87% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,863 | 774 | 0.01% | 0.01% | 246 | +1,109 | 19.27% | Q2 2026 | Aug 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 6,690 | 755 | 0.22% | 0.27% | 247 | -864 | -11.44% | Q2 2026 | Jul 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 6,687 | 754 | 0.1% | 0.08% | 248 | +1,705 | 34.22% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,545 | 738 | 0.05% | 0.05% | 249 | -32 | -0.49% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Added to | 6,398 | 722 | 0.01% | 0.01% | 250 | +1,107 | 20.92% | Q2 2026 | Jul 15, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 6,251 | 716 | 0.41% | 0.18% | 251 | +3,041 | 94.74% | Q2 2026 | Jul 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 6,301 | 711 | 0.06% | 0.06% | 252 | -508 | -7.46% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,200 | 699 | 0.03% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,187 | 698 | 0.02% | 0.02% | 254 | +492 | 8.64% | Q2 2026 | Jul 07, 2026 |
| Berger Financial Group, Inc | History | Added to | 6,005 | 677 | 0.03% | 0.03% | 255 | +4 | 0.07% | Q2 2026 | Aug 04, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 5,947 | 671 | 0.27% | 0.28% | 256 | +180 | 3.12% | Q2 2026 | Jul 10, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,898 | 665 | 0.32% | 0.34% | 257 | -91 | -1.52% | Q2 2026 | Jul 22, 2026 |
| Secure Asset Management, LLC | History | Reduced | 5,888 | 664 | 0.09% | 0.1% | 258 | -312 | -5.03% | Q2 2026 | Jul 15, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 5,765 | 650 | 0.46% | 0.75% | 259 | -2,750 | -32.3% | Q2 2026 | Jul 16, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 5,718 | 645 | 0.11% | 0.13% | 260 | -630 | -9.92% | Q2 2026 | Jul 08, 2026 |
| Summit Financial, LLC | History | Added to | 5,689 | 642 | 0.01% | 0.01% | 261 | +324 | 6.04% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,487 | 619 | 0.02% | 0.02% | 262 | -2,475 | -31.09% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 5,468 | 617 | 0.01% | 0.07% | 263 | -30,021 | -84.59% | Q2 2026 | Jul 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 5,327 | 601 | 0.03% | 0.03% | 264 | -767 | -12.59% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 5,281 | 596 | 0.11% | 0.13% | 265 | -838 | -13.7% | Q2 2026 | Aug 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 5,228 | 590 | 0.05% | 0.07% | 266 | -1,524 | -22.57% | Q2 2026 | Jul 15, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 5,199 | 586 | 0.13% | 0.15% | 267 | -521 | -9.11% | Q2 2026 | Jul 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,090 | 574 | 0.01% | — | 268 | +5,090 | New | Q2 2026 | Jul 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 5,034 | 568 | 0.15% | 0.14% | 269 | -243 | -4.6% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,027 | 567 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EASTERN BANK | History | Reduced | 4,999 | 564 | 0.01% | 0.01% | 271 | -1,948 | -28.04% | Q2 2026 | Jul 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,945 | 558 | 0.01% | 0.01% | 272 | +220 | 4.66% | Q2 2026 | Aug 05, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,920 | 555 | 0.04% | 0.05% | 273 | -576 | -10.48% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 4,914 | 554 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Added to | 4,821 | 544 | 0.02% | 0.02% | 275 | +17 | 0.35% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,791 | 540 | 0.02% | 0.02% | 276 | -31 | -0.64% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,754 | 536 | 0.03% | 0.03% | 277 | -828 | -14.83% | Q2 2026 | Jul 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 4,559 | 514 | 0.23% | 0.22% | 278 | +129 | 2.91% | Q2 2026 | Jul 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,505 | 508 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 4,500 | 507 | 0.1% | 0.21% | 280 | -4,500 | -50.0% | Q2 2026 | Jul 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 4,484 | 506 | 0.11% | 0.13% | 281 | -450 | -9.12% | Q2 2026 | Aug 13, 2026 |
| Bank of Marin | History | Reduced | 4,377 | 494 | 0.34% | 0.53% | 282 | -2,711 | -38.25% | Q2 2026 | Aug 13, 2026 |
| LongView Wealth Management | History | Added to | 4,335 | 489 | 0.13% | 0.12% | 283 | +6 | 0.14% | Q2 2026 | Jul 17, 2026 |
| MCF Advisors LLC | History | Reduced | 4,280 | 483 | 0.02% | 0.02% | 284 | -131 | -2.97% | Q2 2026 | Aug 12, 2026 |
| Investmark Advisory Group LLC | History | No change | 4,275 | 482 | 0.18% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | New | 4,232 | 477 | 0.0% | — | 286 | +4,232 | New | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 4,218 | 476 | 0.03% | 0.02% | 288 | +2,086 | 97.84% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,220 | 476 | 0.02% | 0.02% | 287 | +1,652 | 64.33% | Q2 2026 | Aug 04, 2026 |
| NFSG Corp | History | No change | 4,215 | 475 | 0.06% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 4,169 | 470 | 0.29% | 0.32% | 290 | +41 | 0.99% | Q2 2026 | Jul 14, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 4,137 | 466 | 0.22% | 0.22% | 291 | -19 | -0.46% | Q2 2026 | Jul 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 4,085 | 461 | 0.26% | 0.37% | 292 | -1,371 | -25.13% | Q2 2026 | Aug 07, 2026 |
| JBR Co Financial Management Inc | History | Added to | 4,012 | 452 | 0.16% | 0.16% | 293 | +164 | 4.26% | Q2 2026 | Jul 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,994 | 450 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TABLEAUX LLC | History | Reduced | 3,831 | 432 | 0.18% | 0.19% | 295 | -1 | -0.03% | Q2 2026 | Aug 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 3,802 | 429 | 0.02% | 0.02% | 296 | +5 | 0.13% | Q2 2026 | Jul 28, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 3,751 | 423 | 0.27% | 0.29% | 297 | -123 | -3.18% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,745 | 422 | 0.0% | 0.0% | 298 | -23,005 | -86.0% | Q2 2026 | Aug 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,733 | 418 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,672 | 414 | 0.0% | 0.0% | 300 | +614 | 20.08% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 3,542 | 399 | 0.02% | 0.02% | 301 | +223 | 6.72% | Q2 2026 | Aug 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,501 | 395 | 0.03% | 0.03% | 302 | +115 | 3.4% | Q2 2026 | Jul 27, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,502 | 395 | 0.25% | 0.27% | 303 | +5 | 0.14% | Q2 2026 | Jul 07, 2026 |
| Retireful, LLC | History | No change | 3,486 | 394 | 0.37% | 0.54% | 304 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 3,450 | 389 | 0.04% | 0.04% | 305 | +4 | 0.12% | Q2 2026 | Aug 10, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 3,399 | 383 | 0.04% | 0.04% | 306 | -1 | -0.03% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | Added to | 3,372 | 381 | 0.0% | 0.0% | 307 | +223 | 7.08% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,302 | 372 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 3,282 | 370 | 0.25% | 0.39% | 309 | -1,216 | -27.03% | Q2 2026 | Jul 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,248 | 366 | 0.0% | 0.01% | 310 | -2,662 | -45.04% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | New | 3,193 | 360 | 0.01% | — | 311 | +3,193 | New | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,143 | 354 | 0.21% | 0.24% | 312 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,110 | 351 | 0.01% | 0.01% | 313 | -72 | -2.26% | Q2 2026 | Aug 05, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 3,095 | 349 | 0.11% | 0.16% | 314 | -1,218 | -28.24% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,064 | 345 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,991 | 337 | 0.01% | 0.02% | 316 | -2,520 | -45.73% | Q2 2026 | Aug 11, 2026 |
| Mission Financial Group, LLC | History | New | 2,982 | 336 | 0.28% | — | 317 | +2,982 | New | Q2 2026 | Aug 12, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 2,970 | 335 | 0.1% | 0.1% | 318 | +124 | 4.36% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | Reduced | 2,959 | 334 | 0.02% | 0.02% | 319 | -1,010 | -25.45% | Q2 2026 | Jul 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,221 | 332 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,887 | 325 | 0.0% | 0.0% | 321 | +152 | 5.56% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,863 | 323 | 0.0% | 0.0% | 322 | -124 | -4.15% | Q2 2026 | Aug 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,781 | 313 | 0.03% | 0.04% | 323 | -27 | -0.96% | Q2 2026 | Jul 09, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 2,772 | 312 | 0.03% | 0.03% | 324 | +30 | 1.09% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,759 | 311 | 0.0% | 0.01% | 325 | -12,529 | -81.95% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,759 | 308 | 0.0% | 0.0% | 326 | -711 | -20.49% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Reduced | 2,664 | 300 | 0.0% | 0.0% | 327 | -1,336 | -33.4% | Q2 2026 | Aug 04, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,664 | 300 | 0.01% | 0.01% | 328 | -275 | -9.36% | Q2 2026 | Jul 10, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 2,564 | 289 | 0.03% | — | 329 | +2,564 | New | Q2 2026 | Jul 31, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,535 | 286 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,462 | 277 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 2,438 | 275 | 0.0% | 0.0% | 332 | -113 | -4.43% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 2,436 | 274 | 0.0% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 2,435 | 274 | 0.12% | 0.12% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 2,362 | 266 | 0.02% | 0.03% | 335 | -1,550 | -39.62% | Q2 2026 | Aug 12, 2026 |
| Nikulski Financial, Inc. | History | No change | 2,308 | 260 | 0.06% | 0.06% | 336 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 2,274 | 256 | 0.21% | 0.28% | 337 | -118 | -4.93% | Q2 2026 | Jul 23, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,266 | 255 | 0.17% | 0.2% | 338 | -52 | -2.24% | Q2 2026 | Jul 29, 2026 |
| OneAscent Family Office, LLC | History | Added to | 2,257 | 254 | 0.13% | 0.15% | 339 | +133 | 6.26% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,240 | 252 | 0.02% | 0.02% | 340 | +274 | 13.94% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | New | 2,283 | 250 | 0.01% | — | 341 | +2,283 | New | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,211 | 249 | 0.0% | 0.0% | 342 | -4 | -0.18% | Q2 2026 | Aug 07, 2026 |
| Snider Financial Group | History | Reduced | 2,196 | 247 | 0.06% | 0.11% | 343 | -1,497 | -40.54% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,156 | 243 | 0.0% | 0.0% | 344 | -18 | -0.83% | Q2 2026 | Jul 27, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 2,147 | 242 | 0.12% | 0.17% | 346 | -960 | -30.9% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 2,146 | 242 | 0.0% | 0.0% | 347 | -122 | -5.38% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | Added to | 2,144 | 242 | 0.09% | 0.1% | 345 | +1 | 0.05% | Q2 2026 | Jul 24, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | New | 2,131 | 240 | 0.05% | — | 349 | +2,131 | New | Q2 2026 | Jul 22, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 2,130 | 240 | 0.14% | 0.14% | 348 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 2,112 | 238 | 0.02% | 0.02% | 350 | -560 | -20.96% | Q2 2026 | Aug 05, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 2,108 | 237 | 0.01% | — | 352 | +2,108 | New | Q2 2026 | Jul 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 2,102 | 237 | 0.0% | 0.0% | 351 | -81 | -3.71% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Reduced | 2,065 | 233 | 0.0% | 0.0% | 353 | -590 | -22.22% | Q2 2026 | Aug 14, 2026 |
| Northwest Financial Advisors | History | Reduced | 2,055 | 232 | 0.03% | 0.96% | 354 | -2,741 | -57.15% | Q2 2026 | Jul 27, 2026 |
| Global Assets Advisory, LLC | History | New | 2,045 | 231 | 0.05% | — | 356 | +2,045 | New | Q2 2026 | Jul 27, 2026 |
| Purewater Capital LLC | History | Added to | 2,055 | 231 | 0.17% | 0.2% | 355 | +42 | 2.09% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,014 | 227 | 0.0% | 0.0% | 357 | -347 | -14.7% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,000 | 225 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schrum Private Wealth Management LLC | History | New | 2,300 | 223 | 0.23% | — | 360 | +2,300 | New | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,982 | 223 | 0.0% | 0.01% | 359 | -954 | -32.49% | Q2 2026 | Aug 06, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,973 | 222 | 0.02% | 0.02% | 361 | +3 | 0.15% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | New | 1,964 | 221 | 0.0% | — | 362 | +1,964 | New | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,932 | 218 | 0.02% | — | 363 | +1,932 | New | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,909 | 215 | 0.01% | 0.01% | 365 | -265 | -12.19% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 1,905 | 215 | 0.02% | 0.02% | 364 | -135 | -6.62% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 1,904 | 214 | 0.1% | 0.11% | 366 | -50 | -2.56% | Q2 2026 | Aug 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 1,886 | 212 | 0.01% | — | 367 | +1,886 | New | Q2 2026 | Aug 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 1,873 | 211 | 0.06% | — | 368 | +1,873 | New | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Reduced | 1,869 | 210 | 0.0% | 0.01% | 369 | -82 | -4.2% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 1,806 | 203 | 0.05% | 0.07% | 370 | -381 | -17.42% | Q2 2026 | Aug 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,922 | 198 | 0.05% | 0.05% | 371 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GGM Financial LLC | History | Reduced | 1,715 | 193 | 0.07% | 0.09% | 372 | -146 | -7.85% | Q2 2026 | Jul 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,604 | 181 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | Added to | 1,549 | 174 | 0.0% | 0.0% | 374 | +161 | 11.6% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,250 | 141 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,166 | 132 | 0.08% | 0.07% | 376 | +12 | 1.04% | Q2 2026 | Jul 02, 2026 |
| Bogart Wealth, LLC | History | No change | 1,157 | 130 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 1,126 | 127 | 0.0% | 0.0% | 378 | +6 | 0.54% | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,115 | 125 | 0.07% | 0.04% | 379 | +521 | 87.71% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,086 | 122 | 0.0% | 0.0% | 380 | +352 | 47.96% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,064 | 120 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 875 | 98 | 0.01% | 0.0% | 382 | +316 | 56.53% | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 851 | 94 | 0.02% | 0.02% | 383 | +130 | 18.03% | Q2 2026 | Jul 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 800 | 90 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 797 | 89 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 757 | 85 | 0.02% | 0.02% | 386 | -187 | -19.81% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | New | 744 | 83 | 0.01% | — | 387 | +744 | New | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 683 | 77 | 0.08% | 0.07% | 388 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 578 | 65 | 0.0% | 0.0% | 389 | +139 | 31.66% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 475 | 54 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 465 | 52 | 0.01% | — | 391 | +465 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 465 | 48 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 380 | 42 | 0.0% | 0.0% | 393 | +1 | 0.26% | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | Reduced | 372 | 41 | 0.01% | 0.05% | 394 | -761 | -67.17% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | New | 337 | 38 | 0.01% | — | 395 | +337 | New | Q2 2026 | Jul 23, 2026 |
| SHP Wealth Management | History | No change | 324 | 36 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 315 | 35 | 0.0% | — | 397 | +315 | New | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 304 | 34 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 33 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | New | 276 | 31 | 0.0% | — | 401 | +276 | New | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 277 | 31 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 255 | 28 | 0.0% | — | 403 | +255 | New | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 252 | 28 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastline Trust Co | History | New | 234 | 26 | 0.0% | — | 404 | +234 | New | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | Reduced | 208 | 23 | 0.0% | 0.0% | 405 | -17 | -7.56% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LRI Investments, LLC | History | No change | 209 | 23 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 200 | 22 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 200 | 22 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 171 | 19 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | Added to | 134 | 15 | 0.0% | 0.0% | 412 | +35 | 35.35% | Q2 2026 | Jul 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 136 | 15 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 146 | 15 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 116 | 13 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 12 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 87 | 10 | 0.0% | 0.0% | 416 | +1 | 1.16% | Q2 2026 | Jul 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cheviot Value Management, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 55 | 6 | 0.0% | 0.0% | 419 | -92 | -62.59% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | New | 58 | 6 | 0.0% | — | 424 | +58 | New | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 54 | 6 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wagner Wealth Management, LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 57 | 6 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 51 | 5 | 0.0% | 0.0% | 425 | +28 | 121.74% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 43 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | No change | 37 | 4 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 430 | -165 | -84.62% | Q2 2026 | Jul 06, 2026 |
| Manchester Capital Management LLC | History | New | 33 | 3 | 0.0% | — | 433 | +33 | New | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 23 | 3 | 0.0% | — | 432 | +23 | New | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 31 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 24 | 2 | 0.0% | 0.0% | 434 | +6 | 33.33% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | New | 9 | 1 | 0.0% | — | 437 | +9 | New | Q2 2026 | Aug 13, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 6.96% | — | -194,843 | -100.0% | Q2 2026 | Aug 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.1% | — | -56,027 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -21,623 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -15,374 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,368 | -100.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,970 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,454 | -100.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,210 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,905 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Brown Financial Advisory | History | Closed out | 0 | 0 | — | 0.19% | — | -3,798 | -100.0% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,469 | -100.0% | Q2 2026 | Jul 24, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,195 | -100.0% | Q2 2026 | Jul 13, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,659 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,264 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,187 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Allie Family Office LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,981 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -718 | -100.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -283 | -99.65% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -267 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -186 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | 0.0% | — | -164 | -99.39% | Q2 2026 | Aug 11, 2026 |
| Longview Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -135 | -100.0% | Q2 2026 | Jul 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 20, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Roxbury Financial LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q2 2026 | Jul 01, 2026 |
| Trust Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |