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 | No change | 4,069,723 | 459,390 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,453,754 | 276,979 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,395,285 | 157,499 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,209,723 | 136,553 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,103,851 | 123,244 | 0.93% | 1.08% | 5 | -176,694 | -13.8% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,083,543 | 120,869 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,065,755 | 120,321 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 984,850 | 109,958 | 0.14% | 0.13% | 8 | +36,774 | 3.88% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 821,987 | 92,785 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 641,349 | 72,395 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 588,075 | 66,381 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 469,902 | 53,042 | 0.31% | 0.31% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 431,036 | 48,689 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 420,269 | 47,439 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 379,436 | 42,364 | 0.09% | 0.08% | 15 | +54,544 | 16.79% | Q3 2026 | Nov 02, 2026 |
| STRAIGHTLINE GROUP LLC | History | No change | 370,591 | 41,832 | 19.72% | 19.72% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 364,659 | 41,162 | 0.12% | 0.12% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 349,457 | 39,016 | 1.18% | 1.22% | 18 | +717 | 0.21% | Q3 2026 | Oct 14, 2026 |
| EQUITABLE TRUST CO | History | Added to | 338,589 | 37,803 | 1.59% | 1.59% | 19 | +39 | 0.01% | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 321,520 | 36,293 | 0.46% | 0.46% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 298,720 | 33,352 | 0.49% | 0.51% | 21 | -3,746 | -1.24% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 282,592 | 31,898 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 266,013 | 30,027 | 0.5% | 0.5% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 255,789 | 28,873 | 0.56% | 0.56% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 245,023 | 27,658 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 224,293 | 25,042 | 0.71% | 0.78% | 26 | +37,674 | 20.19% | Q3 2026 | Oct 13, 2026 |
| Private Advisor Group, LLC | History | No change | 219,845 | 24,816 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 211,860 | 23,914 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 207,864 | 23,208 | 0.07% | 0.07% | 29 | +16,333 | 8.53% | Q3 2026 | Nov 02, 2026 |
| Trilogy Capital Inc. | History | Added to | 207,516 | 23,169 | 0.89% | 0.91% | 30 | +422 | 0.2% | Q3 2026 | Oct 20, 2026 |
| Blue Water Asset Management | History | Reduced | 197,768 | 22,080 | 7.14% | 7.23% | 31 | -715 | -0.36% | Q3 2026 | Nov 04, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 183,577 | 20,454 | 2.38% | 2.29% | 32 | +7,491 | 4.25% | Q3 2026 | Oct 26, 2026 |
| KPP Advisory Services LLC | History | Reduced | 180,580 | 20,161 | 3.39% | 2.63% | 33 | -3,764 | -2.04% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 177,006 | 19,980 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 165,549 | 18,483 | 0.47% | 0.49% | 35 | +4,448 | 2.76% | Q3 2026 | Oct 29, 2026 |
| Wealthspire Retirement, LLC | History | No change | 161,859 | 18,270 | 1.0% | 1.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 159,000 | 17,947 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 152,266 | 17,152 | 2.21% | 2.49% | 38 | +4,197 | 2.83% | Q3 2026 | Oct 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 153,365 | 17,123 | 1.37% | 1.77% | 39 | -34,757 | -18.48% | Q3 2026 | Oct 16, 2026 |
| WCG Wealth Advisors LLC | History | No change | 149,538 | 16,879 | 0.4% | 0.4% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 146,705 | 16,560 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 140,808 | 15,894 | 0.2% | 0.2% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Everest Financial Group LLC | History | No change | 131,701 | 14,866 | 2.01% | 2.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Traction Financial Partners, LLC | History | No change | 130,921 | 14,778 | 7.85% | 7.85% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 130,156 | 14,531 | 5.61% | 5.7% | 45 | +622 | 0.48% | Q3 2026 | Oct 30, 2026 |
| Madrona Financial Services, LLC | History | Added to | 129,747 | 14,486 | 2.24% | 2.58% | 46 | +5,786 | 4.67% | Q3 2026 | Oct 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 128,298 | 14,324 | 0.46% | 0.46% | 47 | +2,523 | 2.01% | Q3 2026 | Oct 23, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 126,842 | 14,317 | 3.19% | 3.19% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 118,745 | 13,450 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 119,092 | 13,296 | 1.43% | 1.29% | 50 | +27,643 | 30.23% | Q3 2026 | Oct 13, 2026 |
| Oasis Advisors, LLC | History | Added to | 117,702 | 13,141 | 5.51% | 6.44% | 51 | +29,815 | 33.92% | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 114,881 | 12,967 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WESCAP Management Group, Inc. | History | No change | 110,864 | 12,514 | 2.34% | 2.34% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Altus Wealth Group LLC | History | Added to | 105,340 | 11,761 | 4.42% | 4.07% | 54 | +5,521 | 5.53% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 102,502 | 11,444 | 0.48% | 0.45% | 55 | +9,425 | 10.13% | Q3 2026 | Nov 04, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 100,810 | 11,379 | 2.71% | 2.71% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 99,569 | 11,239 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 95,805 | 10,814 | 4.49% | 4.49% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearview Wealth Management LLC | History | Reduced | 92,537 | 10,612 | 7.96% | 9.3% | 59 | -35,650 | -27.81% | Q3 2026 | Oct 16, 2026 |
| Concord Wealth Partners | History | Added to | 94,377 | 10,537 | 1.23% | 1.2% | 60 | +1,673 | 1.8% | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 91,236 | 10,298 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 91,194 | 10,293 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 90,930 | 10,264 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 90,575 | 10,112 | 1.55% | 1.53% | 64 | +2,823 | 3.22% | Q3 2026 | Oct 30, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 89,533 | 10,106 | 0.48% | 0.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corecam Pte. Ltd. | History | Added to | 90,420 | 10,095 | 4.21% | 3.79% | 66 | +1,700 | 1.92% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 88,441 | 9,874 | 0.5% | 0.56% | 67 | +1,822 | 2.1% | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 87,581 | 9,778 | 0.07% | 0.06% | 68 | +16,880 | 23.88% | Q3 2026 | Oct 08, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 82,812 | 9,245 | 0.81% | 0.5% | 69 | +33,902 | 69.32% | Q3 2026 | Oct 16, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 82,628 | 9,225 | 2.04% | 1.89% | 70 | +12,155 | 17.25% | Q3 2026 | Oct 20, 2026 |
| Investors Portfolio Services LLC | History | No change | 79,879 | 9,016 | 6.88% | 6.88% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 79,486 | 8,972 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 79,238 | 8,944 | 0.32% | 0.32% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 76,511 | 8,636 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 76,238 | 8,605 | 0.78% | 0.78% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 75,628 | 8,536 | 2.44% | 2.44% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 75,035 | 8,377 | 0.09% | 0.09% | 77 | -885 | -1.17% | Q3 2026 | Oct 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 72,224 | 8,152 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 70,296 | 7,848 | 2.25% | 2.42% | 79 | -4,080 | -5.49% | Q3 2026 | Oct 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 69,577 | 7,768 | 2.21% | 2.24% | 80 | +366 | 0.53% | Q3 2026 | Oct 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 68,586 | 7,742 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | Added to | 68,821 | 7,683 | 3.99% | 4.25% | 82 | +2,207 | 3.31% | Q3 2026 | Oct 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 65,993 | 7,368 | 0.15% | 0.07% | 83 | +36,147 | 121.11% | Q3 2026 | Nov 02, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 63,174 | 7,053 | 4.28% | 4.32% | 84 | +1,478 | 2.4% | Q3 2026 | Oct 13, 2026 |
| Verdence Capital Advisors LLC | History | New | 62,874 | 7,019 | 0.3% | — | 85 | +62,874 | New | Q3 2026 | Oct 26, 2026 |
| Berkeley, Inc | History | Added to | 62,539 | 6,982 | 2.15% | 2.19% | 86 | +768 | 1.24% | Q3 2026 | Oct 20, 2026 |
| Financial Management, Inc. | History | No change | 60,827 | 6,866 | 5.63% | 5.63% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 60,450 | 6,823 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 60,464 | 6,750 | 2.34% | 2.1% | 89 | +942 | 1.58% | Q3 2026 | Oct 16, 2026 |
| American National Bank of Texas | History | Added to | 58,925 | 6,578 | 6.01% | 5.91% | 90 | +1,522 | 2.65% | Q3 2026 | Oct 07, 2026 |
| PFG Advisors | History | Added to | 58,348 | 6,514 | 0.33% | 0.31% | 91 | +3,980 | 7.32% | Q3 2026 | Oct 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 57,256 | 6,392 | 0.68% | 0.91% | 92 | -15,562 | -21.37% | Q3 2026 | Oct 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 56,580 | 6,386 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 56,119 | 6,265 | 1.77% | 1.8% | 94 | +11 | 0.02% | Q3 2026 | Oct 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 55,440 | 6,258 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 55,841 | 6,234 | 0.46% | 0.51% | 96 | -2,937 | -5.0% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,777 | 6,227 | 0.1% | 0.1% | 97 | +107 | 0.19% | Q3 2026 | Oct 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 55,388 | 6,184 | 3.74% | 3.8% | 98 | +1,219 | 2.25% | Q3 2026 | Oct 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 54,060 | 6,107 | 0.41% | 0.41% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 54,571 | 6,092 | 0.11% | 0.12% | 100 | -571 | -1.04% | Q3 2026 | Oct 13, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 53,417 | 6,029 | 2.92% | 2.92% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 52,314 | 6,027 | 0.09% | 0.04% | 102 | +32,199 | 160.07% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 52,314 | 6,027 | 0.09% | 0.04% | 103 | +32,199 | 160.07% | Q3 2026 | Oct 20, 2026 |
| Forge Financial Services LLC | History | No change | 53,091 | 5,994 | 0.52% | 0.52% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 52,831 | 5,898 | 0.28% | 0.31% | 105 | -3,244 | -5.79% | Q3 2026 | Nov 02, 2026 |
| Live Oak Investment Partners | History | Added to | 51,924 | 5,797 | 3.13% | 3.15% | 106 | +104 | 0.2% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 51,114 | 5,770 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prota Financial, LLC | History | Added to | 50,064 | 5,662 | 3.62% | 3.64% | 108 | +1,027 | 2.09% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 49,885 | 5,569 | 0.09% | 0.1% | 109 | +1,872 | 3.9% | Q3 2026 | Oct 21, 2026 |
| MAI Capital Management | History | No change | 48,326 | 5,455 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | Added to | 48,195 | 5,380 | 2.31% | 2.29% | 111 | +4,124 | 9.36% | Q3 2026 | Oct 29, 2026 |
| World Investment Advisors | History | No change | 51,616 | 5,335 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Coast Investments LLC | History | No change | 46,706 | 5,272 | 1.57% | 1.57% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 45,854 | 5,119 | 0.93% | 1.0% | 115 | -1,064 | -2.27% | Q3 2026 | Oct 20, 2026 |
| Concentrum Wealth Management | History | No change | 45,353 | 5,119 | 1.23% | 1.23% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | Reduced | 42,540 | 4,749 | 0.49% | 0.49% | 116 | -409 | -0.95% | Q3 2026 | Oct 19, 2026 |
| BFSG, LLC | History | Added to | 40,163 | 4,484 | 0.39% | 0.39% | 117 | +920 | 2.34% | Q3 2026 | Oct 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 39,836 | 4,447 | 0.08% | 0.08% | 118 | -61 | -0.15% | Q3 2026 | Oct 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 38,997 | 4,401 | 1.07% | 1.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 39,234 | 4,380 | 0.51% | 0.5% | 120 | +20,283 | 107.03% | Q3 2026 | Oct 19, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 38,796 | 4,331 | 3.46% | 4.56% | 121 | -9,442 | -19.57% | Q3 2026 | Oct 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 38,598 | 4,309 | 0.04% | 0.02% | 122 | +26,851 | 228.58% | Q3 2026 | Oct 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 37,741 | 4,213 | 1.39% | 1.53% | 123 | +18 | 0.05% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 36,720 | 4,146 | 0.42% | 0.42% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 36,738 | 4,101 | 1.57% | 1.6% | 125 | +63 | 0.17% | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 35,989 | 4,062 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corecam AG | History | Reduced | 36,320 | 4,055 | 3.86% | 3.53% | 127 | -320 | -0.87% | Q3 2026 | Oct 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,671 | 4,026 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 35,500 | 4,006 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sagace Wealth Management LLC | History | Added to | 35,534 | 3,967 | 2.44% | 2.5% | 130 | +243 | 0.69% | Q3 2026 | Oct 28, 2026 |
| New Insight Wealth Advisors | History | No change | 34,786 | 3,926 | 1.16% | 1.16% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 34,426 | 3,885 | 0.15% | 0.15% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 34,417 | 3,884 | 2.89% | 2.89% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Melone Private Wealth, LLC | History | Added to | 34,718 | 3,876 | 1.52% | 1.44% | 134 | +1,302 | 3.9% | Q3 2026 | Oct 16, 2026 |
| Mason & Associates Inc | History | No change | 33,957 | 3,833 | 0.62% | 0.62% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 33,834 | 3,819 | 0.86% | 0.86% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 33,807 | 3,774 | 0.45% | 0.45% | 138 | +23 | 0.07% | Q3 2026 | Oct 30, 2026 |
| PSI Advisors, LLC | History | No change | 33,437 | 3,774 | 0.88% | 0.88% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PlanVest Financial, Inc | History | No change | 33,307 | 3,759 | 2.51% | 2.51% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Biltmore Family Office, LLC | History | Added to | 33,273 | 3,714 | 0.49% | 0.38% | 140 | +7,500 | 29.1% | Q3 2026 | Nov 03, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 32,394 | 3,616 | 1.42% | 1.48% | 141 | +1 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 31,888 | 3,599 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 31,835 | 3,593 | 0.73% | 0.73% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 30,315 | 3,421 | 1.59% | 1.59% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Centerpoint Advisory Group | History | Reduced | 30,362 | 3,389 | 2.1% | 2.21% | 145 | -542 | -1.75% | Q3 2026 | Oct 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 29,733 | 3,356 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | No change | 29,215 | 3,297 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 27,173 | 3,220 | 0.22% | 0.23% | 148 | +434 | 1.62% | Q3 2026 | Oct 30, 2026 |
| Steelhead Wealth Management LLC | History | No change | 27,760 | 3,133 | 1.26% | 1.26% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,987 | 3,067 | 0.0% | 0.01% | 150 | -386 | -1.41% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 26,192 | 2,956 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 25,797 | 2,880 | 0.44% | 0.99% | 152 | -26,687 | -50.85% | Q3 2026 | Oct 21, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 25,626 | 2,861 | 3.44% | 3.24% | 153 | +3,403 | 15.31% | Q3 2026 | Nov 03, 2026 |
| Milestone Investment Advisors LLC | History | No change | 24,926 | 2,813 | 0.61% | 0.61% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 24,734 | 2,792 | 0.41% | 0.41% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| United Asset Strategies, Inc. | History | Added to | 24,640 | 2,751 | 0.19% | 0.19% | 156 | +539 | 2.24% | Q3 2026 | Oct 28, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 23,610 | 2,665 | 1.22% | 1.22% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wiser Advisor Group LLC | History | No change | 22,938 | 2,589 | 2.83% | 2.83% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 23,122 | 2,581 | 1.93% | 1.96% | 159 | +11 | 0.05% | Q3 2026 | Oct 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 22,747 | 2,567 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 22,747 | 2,567 | 2.09% | 2.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENZI WEALTH | History | Reduced | 22,068 | 2,530 | 0.76% | 0.8% | 162 | -267 | -1.2% | Q3 2026 | Oct 14, 2026 |
| Advisory Services Network, LLC | History | No change | 22,322 | 2,519 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 22,112 | 2,468 | 0.51% | 0.52% | 164 | -524 | -2.31% | Q3 2026 | Oct 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 21,223 | 2,369 | 0.11% | 0.12% | 165 | -1,548 | -6.8% | Q3 2026 | Nov 04, 2026 |
| Firestone Capital Management | History | No change | 21,207 | 2,367 | 0.44% | 0.45% | 166 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,000 | 2,257 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 20,000 | 2,233 | 0.08% | 0.09% | 168 | -1,000 | -4.76% | Q3 2026 | Oct 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 19,741 | 2,204 | 0.08% | 0.09% | 169 | +771 | 4.06% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 19,473 | 2,174 | 0.0% | 0.0% | 170 | +1,688 | 9.49% | Q3 2026 | Nov 02, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 19,388 | 2,164 | 0.22% | 0.28% | 171 | -5,776 | -22.95% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,861 | 2,129 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | No change | 18,830 | 2,125 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,689 | 2,109 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 18,417 | 2,056 | 0.5% | 0.47% | 175 | +1,763 | 10.59% | Q3 2026 | Nov 02, 2026 |
| DORVAL Corp | History | Reduced | 18,336 | 2,047 | 0.59% | 0.62% | 176 | -838 | -4.37% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,942 | 2,025 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 18,043 | 2,014 | 1.61% | 1.68% | 178 | -394 | -2.14% | Q3 2026 | Oct 29, 2026 |
| BNB Wealth Management, LLC | History | Added to | 17,937 | 2,002 | 1.1% | 1.05% | 179 | +914 | 5.37% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,483 | 1,973 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,121 | 1,932 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 16,988 | 1,917 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 16,928 | 1,890 | 0.49% | 0.5% | 183 | +410 | 2.48% | Q3 2026 | Oct 21, 2026 |
| WPG Advisers, LLC | History | Added to | 16,868 | 1,883 | 1.02% | 1.07% | 184 | +770 | 4.78% | Q3 2026 | Oct 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,018 | 1,808 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 15,640 | 1,765 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 15,194 | 1,696 | 0.78% | 1.97% | 187 | -17,975 | -54.19% | Q3 2026 | Nov 03, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 15,020 | 1,676 | 1.31% | 1.26% | 188 | +1,184 | 8.56% | Q3 2026 | Oct 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,613 | 1,649 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 14,665 | 1,637 | 0.5% | 0.54% | 190 | -661 | -4.31% | Q3 2026 | Oct 26, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,253 | 1,633 | 0.37% | 0.38% | 191 | +85 | 0.6% | Q3 2026 | Oct 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 14,249 | 1,590 | 0.11% | 0.12% | 192 | -476 | -3.23% | Q3 2026 | Oct 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 14,044 | 1,585 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Investment Center, Inc. | History | Reduced | 13,410 | 1,497 | 0.25% | 0.29% | 194 | -1,891 | -12.36% | Q3 2026 | Oct 19, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 13,106 | 1,479 | 0.18% | 0.18% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 13,076 | 1,459 | 0.96% | 0.91% | 196 | +1,032 | 8.57% | Q3 2026 | Oct 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 12,729 | 1,436 | 0.52% | 0.52% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,847 | 1,434 | 0.0% | 0.0% | 198 | -272 | -2.07% | Q3 2026 | Oct 30, 2026 |
| Forum Private Client Group LLC | History | No change | 12,560 | 1,417 | 0.42% | 0.42% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,606 | 1,407 | 0.06% | 0.05% | 200 | +459 | 3.78% | Q3 2026 | Nov 04, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 12,339 | 1,392 | 0.84% | 0.84% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 12,186 | 1,376 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,051 | 1,360 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 12,085 | 1,349 | 0.12% | 0.12% | 204 | +801 | 7.1% | Q3 2026 | Nov 02, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,868 | 1,339 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,887 | 1,327 | 1.18% | 0.97% | 206 | +904 | 8.23% | Q3 2026 | Oct 22, 2026 |
| TAGStone Capital, Inc. | History | No change | 11,580 | 1,307 | 0.42% | 0.42% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 11,162 | 1,259 | 0.52% | 0.52% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 10,604 | 1,196 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J2 Capital Management Inc | History | New | 10,708 | 1,195 | 0.76% | — | 210 | +10,708 | New | Q3 2026 | Oct 19, 2026 |
| IFG Advisory, LLC | History | No change | 10,494 | 1,184 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 10,400 | 1,173 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,482 | 1,170 | 0.01% | 0.01% | 213 | -42 | -0.4% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,346 | 1,167 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,295 | 1,162 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 9,994 | 1,128 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 10,080 | 1,125 | 0.09% | 0.14% | 217 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Opulen Financial Group LLC | History | Reduced | 10,063 | 1,123 | 0.69% | 0.75% | 218 | -444 | -4.23% | Q3 2026 | Oct 22, 2026 |
| CEERA INVESTMENTS, LLC | History | New | 9,801 | 1,094 | 0.42% | — | 219 | +9,801 | New | Q3 2026 | Nov 02, 2026 |
| Advisory Solutions Group, LLC | History | New | 9,617 | 1,073 | 0.23% | — | 220 | +9,617 | New | Q3 2026 | Oct 14, 2026 |
| Cypress Capital Group | History | Added to | 9,595 | 1,071 | 0.1% | 0.08% | 221 | +1,605 | 20.09% | Q3 2026 | Nov 03, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 9,452 | 1,055 | 0.15% | — | 223 | +9,452 | New | Q3 2026 | Oct 27, 2026 |
| Mutual Advisors, LLC | History | No change | 9,355 | 1,055 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,700 | 982 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,684 | 980 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 8,755 | 977 | 0.41% | 0.4% | 226 | +768 | 9.62% | Q3 2026 | Oct 26, 2026 |
| Southland Equity Partners LLC | History | Added to | 8,607 | 960 | 0.16% | 0.16% | 227 | +592 | 7.39% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,442 | 952 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 8,362 | 943 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 8,340 | 941 | 0.42% | 0.42% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,226 | 928 | 0.66% | 0.66% | 231 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Breakwater Capital Group | History | Reduced | 8,212 | 916 | 0.11% | 0.11% | 232 | -93 | -1.12% | Q3 2026 | Oct 08, 2026 |
| Sigma Planning Corp | History | Reduced | 8,189 | 913 | 0.02% | 0.09% | 233 | -23,234 | -73.94% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Reduced | 8,117 | 906 | 0.04% | 0.04% | 234 | -67 | -0.82% | Q3 2026 | Nov 04, 2026 |
| UMB Private Wealth Management, LLC | History | New | 7,918 | 884 | 0.86% | — | 235 | +7,918 | New | Q3 2026 | Oct 19, 2026 |
| PFG Investments, LLC | History | No change | 7,772 | 877 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,757 | 875 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | No change | 7,328 | 827 | 0.14% | 0.14% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,179 | 810 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Reliant Investment Partners, LLC | History | No change | 7,164 | 808 | 0.55% | 0.55% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 7,214 | 805 | 0.18% | 0.13% | 241 | +2,015 | 38.76% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,053 | 796 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 7,100 | 792 | 0.01% | 0.01% | 243 | +702 | 10.97% | Q3 2026 | Oct 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,009 | 791 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacific Center for Financial Services | History | No change | 6,989 | 780 | 0.16% | 0.18% | 245 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,863 | 774 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 6,874 | 767 | 0.21% | 0.22% | 247 | +184 | 2.75% | Q3 2026 | Oct 19, 2026 |
| Madison Wealth Partners, Inc | History | No change | 6,687 | 754 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 6,545 | 738 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 6,495 | 725 | 0.02% | 0.02% | 250 | +308 | 4.98% | Q3 2026 | Oct 13, 2026 |
| Hansen & Associates Financial Group, Inc. | History | No change | 6,251 | 716 | 0.41% | 0.41% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,200 | 692 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pearl Planning LLC | History | Reduced | 6,131 | 684 | 0.28% | 0.36% | 253 | -776 | -11.23% | Q3 2026 | Oct 13, 2026 |
| Berger Financial Group, Inc | History | No change | 6,005 | 677 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFS Advisors, LLC | History | New | 6,013 | 671 | 0.2% | — | 255 | +6,013 | New | Q3 2026 | Oct 14, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 5,995 | 669 | 0.27% | 0.27% | 256 | +48 | 0.81% | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,946 | 663 | 0.01% | 0.0% | 257 | +2,698 | 83.07% | Q3 2026 | Oct 28, 2026 |
| Summit Financial, LLC | History | No change | 5,689 | 642 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 5,680 | 634 | 0.3% | 0.32% | 259 | -218 | -3.7% | Q3 2026 | Oct 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 5,466 | 610 | 0.1% | 0.11% | 260 | -252 | -4.41% | Q3 2026 | Oct 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,327 | 601 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | No change | 5,281 | 596 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 5,327 | 594 | 0.27% | 0.22% | 263 | +1,190 | 28.76% | Q3 2026 | Oct 13, 2026 |
| Secure Asset Management, LLC | History | Reduced | 5,284 | 589 | 0.08% | 0.09% | 264 | -604 | -10.26% | Q3 2026 | Oct 19, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 5,222 | 583 | 0.04% | 0.05% | 265 | -6 | -0.11% | Q3 2026 | Oct 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,100 | 569 | 0.01% | 0.01% | 266 | +155 | 3.13% | Q3 2026 | Oct 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,027 | 567 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ethos Capital Management, Inc. | History | Reduced | 4,998 | 558 | 0.37% | 0.46% | 269 | -767 | -13.3% | Q3 2026 | Nov 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,000 | 558 | 0.01% | 0.02% | 268 | -487 | -8.88% | Q3 2026 | Oct 22, 2026 |
| Hilltop Holdings Inc. | History | No change | 4,920 | 555 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 4,914 | 554 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,791 | 540 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,754 | 536 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 4,593 | 524 | 0.01% | 0.02% | 274 | -228 | -4.73% | Q3 2026 | Oct 13, 2026 |
| CWC Advisors, LLC. | History | Added to | 4,600 | 513 | 0.24% | 0.23% | 275 | +41 | 0.9% | Q3 2026 | Oct 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,505 | 508 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 4,484 | 506 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 4,500 | 502 | 0.1% | 0.1% | 278 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bank of Marin | History | No change | 4,377 | 494 | 0.34% | 0.34% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Reduced | 4,396 | 490 | 0.01% | 0.01% | 280 | -603 | -12.06% | Q3 2026 | Oct 05, 2026 |
| LongView Wealth Management | History | Added to | 4,341 | 484 | 0.12% | 0.13% | 281 | +6 | 0.14% | Q3 2026 | Oct 19, 2026 |
| MCF Advisors LLC | History | Added to | 4,285 | 478 | 0.02% | 0.02% | 282 | +5 | 0.12% | Q3 2026 | Oct 28, 2026 |
| Nuveen, LLC | History | No change | 4,232 | 477 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investmark Advisory Group LLC | History | No change | 4,275 | 477 | 0.15% | 0.18% | 284 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,218 | 476 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAM Wealth Management, LLC | History | Added to | 4,213 | 470 | 0.25% | 0.29% | 287 | +44 | 1.06% | Q3 2026 | Oct 15, 2026 |
| NFSG Corp | History | No change | 4,215 | 470 | 0.05% | 0.06% | 286 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,122 | 460 | 0.01% | 0.01% | 288 | -1,346 | -24.62% | Q3 2026 | Nov 03, 2026 |
| JBR Co Financial Management Inc | History | No change | 4,012 | 452 | 0.17% | 0.16% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,994 | 450 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 4,020 | 448 | 0.02% | 0.02% | 291 | -200 | -4.74% | Q3 2026 | Oct 13, 2026 |
| Fairway Financial, LLC | History | Reduced | 3,999 | 446 | 0.28% | 0.61% | 292 | -3,914 | -49.46% | Q3 2026 | Oct 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 3,958 | 441 | 0.03% | 0.06% | 293 | -2,343 | -37.18% | Q3 2026 | Oct 16, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,733 | 428 | 0.09% | 0.09% | 294 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TABLEAUX LLC | History | No change | 3,831 | 427 | 0.17% | 0.18% | 295 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 3,807 | 425 | 0.02% | 0.02% | 296 | +5 | 0.13% | Q3 2026 | Oct 26, 2026 |
| Schwallier Wealth Management LLC | History | No change | 3,751 | 423 | 0.27% | 0.27% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,745 | 422 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 3,712 | 414 | 0.11% | 0.15% | 300 | -1,322 | -26.26% | Q3 2026 | Oct 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,672 | 414 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,542 | 399 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,516 | 392 | 0.01% | 0.01% | 302 | +323 | 10.12% | Q3 2026 | Oct 23, 2026 |
| Redwood Financial Network Corp | History | Reduced | 3,448 | 384 | 0.21% | 0.26% | 303 | -637 | -15.59% | Q3 2026 | Nov 03, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 3,399 | 383 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Betterment LLC | History | No change | 3,372 | 381 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,302 | 372 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 3,282 | 370 | 0.25% | 0.25% | 307 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | New | 3,109 | 366 | 0.0% | — | 308 | +3,109 | New | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 3,110 | 351 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,143 | 350 | 0.2% | 0.21% | 310 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 3,095 | 349 | 0.11% | 0.11% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 3,104 | 346 | 0.07% | 0.05% | 312 | +973 | 45.66% | Q3 2026 | Oct 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,064 | 345 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 3,024 | 337 | 0.03% | 0.04% | 315 | -426 | -12.35% | Q3 2026 | Nov 02, 2026 |
| Advisory Alpha, LLC | History | No change | 2,991 | 337 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Wealth Management LLC | History | No change | 2,970 | 335 | 0.1% | 0.1% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 2,959 | 334 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,887 | 325 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,863 | 323 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 2,840 | 320 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,781 | 313 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 2,772 | 312 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,792 | 311 | 0.02% | 0.02% | 323 | +552 | 24.64% | Q3 2026 | Oct 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,759 | 311 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,759 | 308 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 2,664 | 300 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 2,535 | 286 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 2,564 | 286 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 2,481 | 277 | 0.18% | 0.25% | 330 | -1,021 | -29.15% | Q3 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,462 | 277 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,438 | 275 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | No change | 2,435 | 274 | 0.12% | 0.12% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,436 | 271 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,362 | 266 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,354 | 262 | 0.0% | 0.01% | 335 | -310 | -11.64% | Q3 2026 | Oct 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,339 | 261 | 0.02% | 0.03% | 336 | -1,162 | -33.19% | Q3 2026 | Oct 28, 2026 |
| Nikulski Financial, Inc. | History | No change | 2,308 | 260 | 0.06% | 0.06% | 337 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Greenline Wealth Management LLC | History | No change | 2,274 | 256 | 0.21% | 0.21% | 338 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 2,281 | 254 | 0.17% | 0.17% | 339 | +15 | 0.66% | Q3 2026 | Oct 07, 2026 |
| OneAscent Family Office, LLC | History | No change | 2,257 | 254 | 0.13% | 0.13% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Services Inc | History | No change | 2,144 | 242 | 0.09% | 0.09% | 341 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Axis Wealth Partners, LLC | History | No change | 2,147 | 242 | 0.12% | 0.12% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 2,146 | 242 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Assets Advisory, LLC | History | Added to | 2,078 | 238 | 0.05% | 0.05% | 344 | +33 | 1.61% | Q3 2026 | Oct 28, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 2,112 | 238 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,102 | 237 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 2,130 | 237 | 0.13% | 0.14% | 347 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 2,108 | 235 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Trexquant Investment LP | History | No change | 2,065 | 233 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Financial Advisors | History | Added to | 2,056 | 229 | 0.03% | 0.03% | 350 | +1 | 0.05% | Q3 2026 | Oct 27, 2026 |
| Purewater Capital LLC | History | No change | 2,055 | 229 | 0.18% | 0.17% | 351 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,014 | 227 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 2,029 | 226 | 0.0% | 0.0% | 353 | +29 | 1.45% | Q3 2026 | Oct 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,009 | 224 | 0.0% | 0.0% | 354 | -202 | -9.14% | Q3 2026 | Oct 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,982 | 223 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 2,300 | 223 | 0.23% | 0.23% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 1,964 | 221 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 1,964 | 219 | 0.0% | — | 358 | +1,964 | New | Q3 2026 | Oct 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,932 | 218 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 1,905 | 215 | 0.02% | 0.02% | 360 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,909 | 215 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 1,920 | 214 | 0.02% | 0.02% | 362 | -53 | -2.69% | Q3 2026 | Oct 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,904 | 214 | 0.1% | 0.1% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 1,873 | 211 | 0.06% | 0.06% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 1,886 | 210 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 1,869 | 210 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,864 | 208 | 0.01% | — | 367 | +1,864 | New | Q3 2026 | Oct 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,806 | 203 | 0.05% | 0.05% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | Reduced | 1,810 | 202 | 0.16% | 0.28% | 369 | -1,172 | -39.3% | Q3 2026 | Oct 21, 2026 |
| GGM Financial LLC | History | Added to | 1,716 | 191 | 0.06% | 0.07% | 370 | +1 | 0.06% | Q3 2026 | Nov 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,604 | 179 | 0.05% | 0.06% | 371 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | No change | 1,549 | 174 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,250 | 139 | 0.04% | 0.04% | 373 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,203 | 134 | 0.08% | 0.08% | 374 | +37 | 3.17% | Q3 2026 | Oct 01, 2026 |
| Bogart Wealth, LLC | History | No change | 1,157 | 130 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 1,126 | 127 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,064 | 126 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,119 | 125 | 0.03% | 0.02% | 378 | +268 | 31.49% | Q3 2026 | Nov 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,115 | 125 | 0.07% | 0.07% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,086 | 122 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 800 | 90 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 797 | 89 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 757 | 85 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 753 | 84 | 0.05% | — | 384 | +753 | New | Q3 2026 | Nov 04, 2026 |
| Quent Capital, LLC | History | No change | 744 | 83 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 683 | 76 | 0.08% | 0.08% | 386 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 619 | 69 | 0.0% | 0.0% | 387 | +485 | 361.94% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 578 | 65 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 475 | 54 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 465 | 52 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | New | 433 | 48 | 0.0% | — | 391 | +433 | New | Q3 2026 | Oct 21, 2026 |
| Mosley Wealth Management | History | Reduced | 353 | 40 | 0.01% | 0.01% | 392 | -19 | -5.11% | Q3 2026 | Oct 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 356 | 39 | 0.01% | 0.01% | 393 | +19 | 5.64% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 337 | 37 | 0.0% | — | 394 | +337 | New | Q3 2026 | Oct 27, 2026 |
| SHP Wealth Management | History | No change | 324 | 36 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 315 | 35 | 0.0% | 0.0% | 396 | 0 | 0.0% | 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% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 34 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WHITTIER TRUST CO | History | No change | 276 | 31 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 277 | 31 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 252 | 28 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 242 | 27 | 0.01% | — | 402 | +242 | New | Q3 2026 | Nov 02, 2026 |
| Coastline Trust Co | History | No change | 234 | 26 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Trust, LLC | History | No change | 208 | 23 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 209 | 23 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 200 | 22 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TSFG, LLC | History | No change | 200 | 22 | 0.01% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 200 | 22 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 171 | 19 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 125 | 13 | 0.0% | 0.0% | 410 | +95 | 316.67% | Q3 2026 | Oct 08, 2026 |
| Register Financial Advisors LLC | History | Added to | 109 | 12 | 0.0% | 0.0% | 412 | +87 | 395.45% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 116 | 12 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 110 | 12 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 87 | 10 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 95 | 10 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 96 | 10 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 66 | 7 | 0.0% | — | 418 | +66 | New | Q3 2026 | Oct 26, 2026 |
| Cheviot Value Management, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 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% | Q3 2026 | Oct 21, 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 | No change | 51 | 5 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | No change | 43 | 4 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | No change | 37 | 4 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 23 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 31 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Latitude Advisors, LLC | History | New | 20 | 2 | 0.0% | — | 433 | +20 | New | Q3 2026 | Oct 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 24 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Decker Retirement Planning Inc. | History | New | 14 | 1 | 0.0% | — | 435 | +14 | New | Q3 2026 | Oct 19, 2026 |
| Markowski Investments | History | No change | 9 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -10,292 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,090 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -3,486 | -100.0% | Q3 2026 | Oct 08, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,283 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Snider Financial Group | History | Closed out | 0 | 0 | — | 0.06% | — | -2,196 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,156 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -875 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Roxbury Financial LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |