INVESCO EXCHANGE-TRADED FUND TRUST - XMMO
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 | 4,095,320 | 696,777 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,368,277 | 402,938 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,510,414 | 256,981 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,371,946 | 233,422 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,345,518 | 228,926 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,299,037 | 221,018 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,295,928 | 220,489 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,015,181 | 172,707 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,000,210 | 170,175 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 892,567 | 151,939 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 835,694 | 139,619 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 786,810 | 115,464 | 0.87% | 1.12% | 12 | -94,985 | -10.77% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 507,500 | 86,347 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 460,191 | 78,296 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 444,194 | 65,185 | 0.14% | 0.17% | 15 | +8,406 | 1.93% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 365,151 | 62,131 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 353,974 | 60,224 | 0.95% | 0.95% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 348,431 | 59,282 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 341,475 | 58,098 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 320,484 | 54,527 | 7.02% | 7.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 365,151 | 53,585 | 0.07% | 0.08% | 21 | -2,910 | -0.79% | Q3 2026 | Nov 02, 2026 |
| Private Advisor Group, LLC | History | No change | 266,130 | 45,279 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 209,806 | 35,696 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 196,900 | 33,500 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 188,397 | 32,053 | 3.1% | 3.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 175,074 | 29,787 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | Added to | 189,241 | 27,771 | 0.01% | 0.01% | 27 | +17,447 | 10.16% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 155,686 | 26,488 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxford Wealth Group, LLC | History | No change | 138,113 | 23,498 | 10.51% | 10.51% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 136,140 | 23,162 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | No change | 130,771 | 22,249 | 1.53% | 1.53% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 120,954 | 20,579 | 0.55% | 0.55% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 138,009 | 20,252 | 3.35% | 3.76% | 33 | -33 | -0.02% | Q3 2026 | Oct 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 127,536 | 18,715 | 0.57% | 0.66% | 34 | +2,150 | 1.71% | Q3 2026 | Oct 14, 2026 |
| Peak Planning Group, LLC | History | No change | 109,569 | 18,642 | 4.21% | 4.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 108,083 | 18,389 | 0.22% | 0.22% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dala Group, LLC | History | Added to | 124,996 | 18,343 | 13.58% | 15.7% | 37 | +12,977 | 11.58% | Q3 2026 | Oct 29, 2026 |
| Oasis Advisors, LLC | History | Added to | 121,671 | 17,855 | 7.49% | 9.33% | 38 | +37,190 | 44.02% | Q3 2026 | Oct 16, 2026 |
| AFFINITY WEALTH LLC | History | Added to | 129,859 | 17,516 | 9.26% | 11.4% | 39 | +5,100 | 4.09% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 116,138 | 17,043 | 0.05% | 0.06% | 40 | +9,637 | 9.05% | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 95,363 | 16,225 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 92,765 | 15,783 | 0.51% | 0.51% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 103,673 | 15,279 | 0.68% | 0.71% | 43 | +11,043 | 11.92% | Q3 2026 | Oct 09, 2026 |
| Quadrature Capital Ltd | History | No change | 87,025 | 14,806 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FreeGulliver LLC | History | No change | 86,510 | 14,718 | 5.19% | 5.19% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 98,914 | 14,515 | 0.73% | 0.98% | 46 | -2,330 | -2.3% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 97,339 | 14,284 | 0.26% | 0.21% | 47 | +30,956 | 46.63% | Q3 2026 | Oct 28, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 97,294 | 14,277 | 2.53% | 2.92% | 48 | +714 | 0.74% | Q3 2026 | Oct 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 83,256 | 14,165 | 0.29% | 0.29% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | Reduced | 96,481 | 14,158 | 1.47% | 1.74% | 50 | -4,386 | -4.35% | Q3 2026 | Oct 19, 2026 |
| Cerity Partners LLC | History | No change | 83,063 | 14,132 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,268 | 14,040 | 0.02% | 0.03% | 52 | -252 | -0.26% | Q3 2026 | Oct 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 94,648 | 13,889 | 3.28% | — | 53 | +94,648 | New | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 80,247 | 13,653 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 77,168 | 13,129 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIN ADVISORS, INC | History | No change | 76,701 | 13,049 | 4.65% | 4.65% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Family Investment Center, Inc. | History | Reduced | 87,554 | 12,848 | 2.12% | 2.63% | 57 | -5,519 | -5.93% | Q3 2026 | Oct 19, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 72,657 | 12,361 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 68,547 | 11,662 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 67,286 | 11,448 | 0.55% | 0.55% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 62,929 | 10,706 | 0.42% | 0.42% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 71,615 | 10,617 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 61,802 | 10,515 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProVise Management Group, LLC | History | No change | 61,437 | 10,452 | 0.7% | 0.7% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 70,921 | 10,407 | 2.26% | 2.72% | 65 | -386 | -0.54% | Q3 2026 | Nov 03, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 59,242 | 10,079 | 1.49% | 1.49% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 66,099 | 10,008 | 2.87% | 3.19% | 67 | +2,321 | 3.64% | Q3 2026 | Oct 09, 2026 |
| Principle Wealth Partners LLC | History | Added to | 67,966 | 9,974 | 0.48% | 0.51% | 68 | +7,578 | 12.55% | Q3 2026 | Nov 02, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 63,206 | 9,275 | 1.49% | 1.66% | 69 | +2,243 | 3.68% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 50,410 | 8,576 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 57,737 | 8,472 | 0.44% | 0.48% | 71 | +4,956 | 9.39% | Q3 2026 | Oct 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 55,711 | 8,175 | 0.24% | 0.28% | 72 | +2,718 | 5.13% | Q3 2026 | Nov 05, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 54,651 | 8,019 | 4.44% | 4.85% | 73 | +6,704 | 13.98% | Q3 2026 | Oct 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 46,957 | 7,989 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 46,822 | 7,966 | 0.7% | 0.7% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 46,563 | 7,922 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 47,959 | 7,843 | 5.11% | 5.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quattro Advisors LLC | History | No change | 46,049 | 7,834 | 5.21% | 5.21% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 44,999 | 7,656 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 44,308 | 7,538 | 0.38% | 0.38% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 50,685 | 7,438 | 0.29% | 0.48% | 81 | -3,018 | -5.62% | Q3 2026 | Oct 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 50,026 | 7,341 | 0.47% | 0.56% | 82 | +1,250 | 2.56% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,597 | 7,077 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 39,324 | 6,690 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 38,457 | 6,543 | 1.33% | 1.33% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argent Trust Co | History | No change | 38,267 | 6,510 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schorn Wealth LLC | History | Added to | 44,170 | 6,481 | 1.67% | 1.89% | 87 | +1,631 | 3.83% | Q3 2026 | Oct 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 43,085 | 6,322 | 0.23% | 0.27% | 88 | +1,680 | 4.06% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 35,353 | 6,015 | 0.2% | 0.2% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 34,981 | 5,954 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 33,868 | 5,762 | 2.03% | 2.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PSI Advisors, LLC | History | No change | 33,391 | 5,681 | 1.32% | 1.32% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Symphony Financial Services, Inc. | History | No change | 33,126 | 5,635 | 2.53% | 2.53% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 38,221 | 5,608 | 0.06% | 0.06% | 94 | -294 | -0.76% | Q3 2026 | Oct 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 37,950 | 5,569 | 0.42% | 0.33% | 95 | +7,838 | 26.03% | Q3 2026 | Oct 28, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 32,639 | 5,553 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sigma Planning Corp | History | Added to | 37,205 | 5,459 | 0.14% | 0.09% | 97 | +15,634 | 72.48% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 32,062 | 5,454 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accel Wealth Management | History | Added to | 36,934 | 5,420 | 1.17% | 1.2% | 99 | +5,518 | 17.56% | Q3 2026 | Oct 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 31,751 | 5,402 | 0.35% | 0.35% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 35,924 | 5,271 | 0.47% | 0.57% | 101 | -716 | -1.95% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 35,776 | 5,250 | 0.03% | 0.04% | 102 | -1,580 | -4.23% | Q3 2026 | Oct 26, 2026 |
| Nikulski Financial, Inc. | History | No change | 30,764 | 5,234 | 1.13% | 1.13% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 30,636 | 5,212 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 34,343 | 5,039 | 0.5% | 0.49% | 105 | +2,721 | 8.6% | Q3 2026 | Oct 14, 2026 |
| Waverly Advisors, LLC | History | No change | 29,577 | 5,032 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 29,215 | 4,970 | 0.47% | 0.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | Added to | 33,393 | 4,900 | 1.27% | 1.33% | 108 | +5,870 | 21.33% | Q3 2026 | Oct 19, 2026 |
| Breakwater Capital Group | History | Added to | 33,316 | 4,889 | 0.58% | 0.59% | 109 | +4,279 | 14.74% | Q3 2026 | Oct 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 29,056 | 4,843 | 0.23% | 0.23% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,558 | 4,777 | 0.03% | 0.04% | 111 | +2,139 | 7.03% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 27,350 | 4,653 | 0.26% | 0.26% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guilbault Capital LLC | History | Reduced | 31,585 | 4,635 | 4.54% | 5.41% | 113 | -85 | -0.27% | Q3 2026 | Oct 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 27,188 | 4,625 | 2.54% | 2.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 31,456 | 4,616 | 2.55% | 3.02% | 115 | -782 | -2.43% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 31,442 | 4,614 | 0.21% | 0.24% | 116 | +1,668 | 5.6% | Q3 2026 | Nov 04, 2026 |
| LOWERY THOMAS, LLC | History | No change | 27,017 | 4,596 | 2.25% | 2.25% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,624 | 4,581 | 0.06% | 0.07% | 118 | +5,141 | 18.05% | Q3 2026 | Nov 04, 2026 |
| VICUS CAPITAL | History | Added to | 29,792 | 4,371 | 0.28% | 0.32% | 119 | +249 | 0.84% | Q3 2026 | Nov 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 32,380 | 4,367 | 0.08% | 0.1% | 120 | +929 | 2.95% | Q3 2026 | Oct 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 29,729 | 4,362 | 0.08% | 0.09% | 121 | +1,475 | 5.22% | Q3 2026 | Oct 13, 2026 |
| MY Wealth Management Inc. | History | Added to | 29,394 | 4,313 | 3.15% | 2.01% | 122 | +12,579 | 74.81% | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 24,779 | 4,215 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,372 | 4,080 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 27,802 | 4,079 | 1.72% | 1.91% | 125 | +970 | 3.62% | Q3 2026 | Oct 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,727 | 4,068 | 0.07% | 0.09% | 126 | +599 | 2.21% | Q3 2026 | Oct 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 23,559 | 4,008 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 23,187 | 3,945 | 1.81% | 1.81% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 26,691 | 3,917 | 1.75% | 2.88% | 129 | -10,070 | -27.39% | Q3 2026 | Oct 16, 2026 |
| ATX Financial Planning, LLC | History | Added to | 26,185 | 3,842 | 2.45% | 2.86% | 130 | +752 | 2.96% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 22,552 | 3,837 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 26,083 | 3,827 | 0.31% | 0.34% | 132 | +1,741 | 7.15% | Q3 2026 | Oct 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 22,352 | 3,802 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paller Financial Services Inc | History | Added to | 25,647 | 3,763 | 2.89% | 3.12% | 134 | +1,102 | 4.49% | Q3 2026 | Oct 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 25,629 | 3,761 | 0.11% | 0.13% | 135 | +1,503 | 6.23% | Q3 2026 | Oct 29, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 21,736 | 3,698 | 0.42% | 0.42% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 24,888 | 3,652 | 0.43% | 0.48% | 137 | +1,315 | 5.58% | Q3 2026 | Oct 30, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 20,202 | 3,437 | 0.77% | 0.77% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 19,784 | 3,365 | 0.44% | 0.44% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 22,818 | 3,348 | 0.1% | 0.11% | 140 | +172 | 0.76% | Q3 2026 | Oct 27, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 22,619 | 3,319 | 2.43% | 2.88% | 141 | +570 | 2.59% | Q3 2026 | Oct 27, 2026 |
| MATTERS CAPITAL LLC | History | No change | 19,497 | 3,317 | 2.32% | 2.32% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenline Wealth Management LLC | History | No change | 19,148 | 3,257 | 2.68% | 2.68% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 18,975 | 3,228 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verde Capital Management | History | Added to | 21,869 | 3,209 | 0.56% | 0.61% | 145 | +2,424 | 12.47% | Q3 2026 | Oct 28, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 18,680 | 3,178 | 2.37% | 2.37% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 21,437 | 3,145 | 0.14% | 0.15% | 147 | +1,441 | 7.21% | Q3 2026 | Oct 26, 2026 |
| JHP Wealth Management, LLC | History | No change | 18,289 | 3,111 | 2.55% | 2.55% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 21,071 | 3,092 | 2.06% | 2.54% | 149 | -705 | -3.24% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | No change | 18,117 | 3,083 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,598 | 3,022 | 0.05% | 0.07% | 151 | +106 | 0.52% | Q3 2026 | Oct 21, 2026 |
| OneAscent Financial Services LLC | History | No change | 17,650 | 3,002 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,571 | 2,989 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 20,288 | 2,977 | 0.84% | 1.0% | 154 | -322 | -1.56% | Q3 2026 | Oct 29, 2026 |
| Anson Capital, Inc. | History | Added to | 20,220 | 2,967 | 1.93% | 2.15% | 155 | +825 | 4.25% | Q3 2026 | Oct 23, 2026 |
| Kellett Wealth Advisors, LLC | History | Reduced | 20,176 | 2,960 | 1.08% | 3.07% | 156 | -18,536 | -47.88% | Q3 2026 | Oct 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,387 | 2,958 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Management Inc | History | Added to | 20,065 | 2,944 | 1.26% | 1.41% | 159 | +2,068 | 11.49% | Q3 2026 | Oct 29, 2026 |
| Independent Wealth Network Inc. | History | Added to | 20,064 | 2,944 | 0.74% | 0.82% | 158 | +1,221 | 6.48% | Q3 2026 | Oct 19, 2026 |
| Jupiter Wealth Management LLC | History | No change | 17,300 | 2,943 | 1.18% | 1.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,286 | 2,941 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 17,248 | 2,934 | 0.49% | 0.49% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Added to | 19,971 | 2,930 | 1.31% | 1.49% | 163 | +444 | 2.27% | Q3 2026 | Oct 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,143 | 2,916 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 17,061 | 2,902 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monetary Solutions, Ltd | History | Added to | 19,499 | 2,861 | 2.44% | 2.56% | 166 | +1,990 | 11.37% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 16,737 | 2,847 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 19,314 | 2,834 | 0.49% | 0.57% | 168 | +130 | 0.68% | Q3 2026 | Oct 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,612 | 2,826 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 19,008 | 2,789 | 0.14% | 0.14% | 170 | +2,951 | 18.38% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 16,308 | 2,774 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 16,299 | 2,773 | 1.48% | 1.48% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 18,213 | 2,672 | 0.06% | — | 173 | +18,213 | New | Q3 2026 | Oct 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,373 | 2,615 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,697 | 2,608 | 0.18% | 0.2% | 175 | +1,639 | 9.61% | Q3 2026 | Oct 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,611 | 2,584 | 0.04% | 0.05% | 176 | +161 | 0.92% | Q3 2026 | Oct 22, 2026 |
| Refined Wealth Management | History | Added to | 17,514 | 2,570 | 1.44% | 1.68% | 177 | +1,133 | 6.92% | Q3 2026 | Oct 13, 2026 |
| Summit Financial, LLC | History | No change | 15,055 | 2,561 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 17,443 | 2,559 | 0.12% | 0.14% | 179 | -123 | -0.7% | Q3 2026 | Oct 19, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 15,029 | 2,557 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 14,186 | 2,413 | 0.93% | 0.93% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,166 | 2,410 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 14,212 | 2,359 | 0.9% | 0.96% | 183 | -1,263 | -8.16% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 13,726 | 2,335 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 15,619 | 2,292 | 0.02% | 0.03% | 185 | -1,649 | -9.55% | Q3 2026 | Oct 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,300 | 2,262 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Certified Advisory Corp | History | Reduced | 15,310 | 2,246 | 0.19% | 0.21% | 187 | -268 | -1.72% | Q3 2026 | Oct 29, 2026 |
| Guardian Partners Inc. | History | New | 15,242 | 2,236 | 0.2% | — | 188 | +15,242 | New | Q3 2026 | Oct 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 15,125 | 2,219 | 0.03% | — | 189 | +15,125 | New | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,024 | 2,215 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | Added to | 15,033 | 2,206 | 0.03% | 0.04% | 191 | +568 | 3.93% | Q3 2026 | Nov 03, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 14,467 | 2,123 | 0.41% | 0.48% | 192 | +5 | 0.03% | Q3 2026 | Oct 26, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 14,375 | 2,109 | 0.24% | 0.23% | 193 | +2,646 | 22.56% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,395 | 2,108 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 14,017 | 2,057 | 0.23% | 0.25% | 195 | +892 | 6.8% | Q3 2026 | Oct 21, 2026 |
| Everest Financial Group LLC | History | No change | 11,929 | 2,029 | 0.27% | 0.27% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 11,796 | 2,007 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 11,744 | 1,998 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 13,311 | 1,953 | 1.05% | 0.99% | 199 | +2,343 | 21.36% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,326 | 1,927 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,244 | 1,913 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 12,609 | 1,850 | 0.0% | 0.0% | 202 | +6,602 | 109.91% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,631 | 1,806 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 12,300 | 1,805 | 0.31% | 0.41% | 204 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,565 | 1,797 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,218 | 1,792 | 0.07% | 0.08% | 206 | +511 | 4.36% | Q3 2026 | Nov 04, 2026 |
| PFG Advisors | History | Reduced | 11,793 | 1,730 | 0.09% | 0.14% | 207 | -4,982 | -29.7% | Q3 2026 | Oct 15, 2026 |
| Traynor Capital Management, Inc. | History | No change | 11,632 | 1,706 | 0.08% | 0.09% | 208 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 9,923 | 1,688 | 0.55% | 0.55% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 9,777 | 1,663 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | No change | 9,221 | 1,568 | 1.41% | 1.41% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 10,419 | 1,528 | 0.69% | 0.74% | 212 | +883 | 9.26% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Management, Inc. | History | Added to | 10,368 | 1,521 | 0.23% | 0.25% | 213 | +196 | 1.93% | Q3 2026 | Oct 16, 2026 |
| Tidal Investments LLC | History | No change | 8,726 | 1,484 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 8,657 | 1,472 | 0.81% | 0.81% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,014 | 1,469 | 0.02% | 0.01% | 216 | +1,800 | 21.91% | Q3 2026 | Oct 26, 2026 |
| Howard Capital Management, LLC | History | Added to | 9,988 | 1,465 | 0.02% | 0.02% | 217 | +628 | 6.71% | Q3 2026 | Oct 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 8,606 | 1,464 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,912 | 1,454 | 0.01% | — | 219 | +9,912 | New | Q3 2026 | Oct 16, 2026 |
| American Trust | History | No change | 8,488 | 1,444 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | New | 9,819 | 1,440 | 0.2% | — | 221 | +9,819 | New | Q3 2026 | Oct 27, 2026 |
| OxenFree Capital LLC | History | Added to | 9,288 | 1,409 | 0.61% | 0.66% | 222 | +365 | 4.09% | Q3 2026 | Oct 07, 2026 |
| TAGStone Capital, Inc. | History | No change | 8,211 | 1,397 | 0.44% | 0.44% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Freedom, LLC | History | No change | 8,165 | 1,389 | 0.64% | 0.64% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,362 | 1,373 | 0.04% | 0.05% | 225 | -319 | -3.3% | Q3 2026 | Oct 13, 2026 |
| MFA Wealth Services | History | Added to | 9,351 | 1,372 | 0.81% | 0.95% | 226 | +23 | 0.25% | Q3 2026 | Oct 13, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 7,975 | 1,356 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 9,030 | 1,325 | 0.81% | 1.11% | 228 | -334 | -3.57% | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,763 | 1,320 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Spire Wealth Management | History | Added to | 8,970 | 1,316 | 0.04% | 0.04% | 230 | +883 | 10.92% | Q3 2026 | Oct 30, 2026 |
| Secure Asset Management, LLC | History | Added to | 8,826 | 1,295 | 0.17% | 0.19% | 231 | +656 | 8.03% | Q3 2026 | Oct 19, 2026 |
| Northstar Advisory Group, LLC | History | No change | 7,302 | 1,242 | 0.39% | 0.39% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 8,461 | 1,241 | 0.31% | 0.28% | 233 | +1,703 | 25.2% | Q3 2026 | Nov 02, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,438 | 1,238 | 0.3% | 0.36% | 234 | -136 | -1.59% | Q3 2026 | Oct 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,393 | 1,231 | 0.02% | 0.03% | 235 | -1,268 | -13.12% | Q3 2026 | Oct 28, 2026 |
| Steelhead Wealth Management LLC | History | No change | 7,227 | 1,229 | 0.49% | 0.49% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 8,363 | 1,227 | 1.09% | 0.9% | 237 | +1,599 | 23.64% | Q3 2026 | Oct 22, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 8,264 | 1,212 | 0.22% | 0.56% | 238 | -16,387 | -66.48% | Q3 2026 | Oct 20, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 7,122 | 1,211 | 0.3% | 0.3% | 239 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 8,185 | 1,201 | 0.59% | 0.69% | 240 | -118 | -1.42% | Q3 2026 | Oct 26, 2026 |
| Addison Capital Co | History | No change | 6,924 | 1,178 | 0.19% | 0.19% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,772 | 1,140 | 0.69% | 0.79% | 242 | +302 | 4.04% | Q3 2026 | Oct 23, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 7,692 | 1,128 | 0.6% | 0.66% | 243 | +66 | 0.87% | Q3 2026 | Nov 05, 2026 |
| Patten Group, Inc. | History | Added to | 7,681 | 1,127 | 0.17% | 0.19% | 244 | +583 | 8.21% | Q3 2026 | Oct 26, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 7,640 | 1,121 | 1.0% | 1.47% | 245 | -2,273 | -22.93% | Q3 2026 | Oct 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,622 | 1,118 | 0.04% | 0.05% | 246 | +851 | 12.57% | Q3 2026 | Oct 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,470 | 1,100 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 6,359 | 1,081 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,166 | 1,049 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R2 Capital Strategies, LLC | History | Added to | 7,125 | 1,045 | 0.44% | 0.46% | 250 | +1,212 | 20.5% | Q3 2026 | Oct 15, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 6,967 | 1,022 | 0.4% | 1.05% | 251 | -9,018 | -56.42% | Q3 2026 | Oct 28, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,959 | 1,021 | 0.15% | 0.18% | 252 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Centerpoint Advisory Group | History | Reduced | 6,908 | 1,013 | 0.63% | 0.79% | 253 | -416 | -5.68% | Q3 2026 | Oct 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 6,889 | 1,010 | 0.04% | 0.03% | 254 | +2,998 | 77.05% | Q3 2026 | Oct 13, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 6,698 | 982 | 0.13% | — | 255 | +6,698 | New | Q3 2026 | Oct 30, 2026 |
| Brookstone Capital Management | History | Added to | 6,639 | 974 | 0.01% | 0.01% | 256 | +1,015 | 18.05% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,715 | 972 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Added to | 6,580 | 965 | 0.04% | 0.04% | 258 | +525 | 8.67% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,657 | 962 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Nest Investments, LLC | History | No change | 5,613 | 955 | 0.73% | 0.73% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,407 | 940 | 0.01% | 0.02% | 261 | -5,330 | -45.41% | Q3 2026 | Oct 30, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,467 | 930 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,183 | 907 | 0.07% | 0.08% | 263 | -57 | -0.91% | Q3 2026 | Nov 04, 2026 |
| Capital Analysts, LLC | History | No change | 5,323 | 906 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,181 | 881 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Added to | 5,927 | 869 | 0.4% | 0.41% | 267 | +1,017 | 20.71% | Q3 2026 | Oct 19, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,113 | 869 | 0.36% | 0.36% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 4,920 | 837 | 0.48% | 0.48% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 5,619 | 824 | 0.08% | 1.51% | 269 | -87,496 | -93.97% | Q3 2026 | Oct 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 5,575 | 818 | 0.33% | 0.35% | 270 | +505 | 9.96% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 4,803 | 817 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,637 | 788 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,445 | 756 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,055 | 741 | 0.21% | 0.24% | 274 | -456 | -8.27% | Q3 2026 | Oct 19, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,935 | 724 | 0.34% | 0.38% | 275 | +325 | 7.05% | Q3 2026 | Oct 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 4,852 | 712 | 0.07% | 0.02% | 276 | +3,444 | 244.6% | Q3 2026 | Oct 16, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 4,098 | 697 | 0.33% | 0.33% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 4,011 | 682 | 0.29% | 0.29% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 4,568 | 670 | 0.31% | 0.21% | 279 | +2,271 | 98.87% | Q3 2026 | Nov 05, 2026 |
| Parcion Private Wealth LLC | History | Added to | 4,555 | 668 | 0.04% | 0.04% | 280 | +535 | 13.31% | Q3 2026 | Oct 28, 2026 |
| Investors Research Corp | History | Added to | 4,527 | 664 | 0.12% | 0.13% | 281 | +299 | 7.07% | Q3 2026 | Oct 07, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,854 | 655 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,818 | 649 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bellecapital International Ltd. | History | Reduced | 4,367 | 640 | 0.09% | 0.14% | 284 | -883 | -16.82% | Q3 2026 | Oct 21, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 4,325 | 634 | 0.19% | 0.27% | 285 | -1,069 | -19.82% | Q3 2026 | Oct 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,137 | 607 | 0.06% | 0.1% | 286 | -2,070 | -33.35% | Q3 2026 | Oct 14, 2026 |
| E&G Advisors, LLC | History | Added to | 4,085 | 599 | 0.12% | 0.12% | 287 | +410 | 11.16% | Q3 2026 | Oct 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,055 | 595 | 0.05% | 0.06% | 288 | -566 | -12.25% | Q3 2026 | Oct 20, 2026 |
| Brookwood Investment Group LLC | History | No change | 3,486 | 593 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 3,479 | 591 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 4,012 | 588 | 0.14% | 0.17% | 291 | +6 | 0.15% | Q3 2026 | Oct 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,427 | 583 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 3,416 | 581 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,933 | 577 | 0.0% | 0.0% | 294 | -848 | -17.74% | Q3 2026 | Oct 30, 2026 |
| Continuum Advisory, LLC | History | No change | 3,395 | 577 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 3,910 | 573 | 0.32% | 3.38% | 296 | -32,468 | -89.25% | Q3 2026 | Oct 28, 2026 |
| Faithward Advisors, LLC | History | No change | 3,359 | 571 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,355 | 570 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 3,298 | 561 | 0.37% | 0.37% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 3,280 | 558 | 0.38% | 0.38% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |