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 | Added to | 3,699,499 | 536,501 | 0.14% | 0.13% | 1 | +226,829 | 6.53% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 1,998,519 | 289,825 | 0.02% | 0.02% | 2 | +153,068 | 8.29% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,367,490 | 198,313 | 0.21% | 0.19% | 3 | +115,655 | 9.24% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,182,937 | 171,549 | 0.03% | 0.03% | 4 | +124,197 | 11.73% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,165,549 | 169,027 | 0.1% | 0.08% | 5 | +237,920 | 25.65% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,120,959 | 162,561 | 0.05% | 0.04% | 6 | +283,914 | 33.92% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,061,925 | 154,000 | 0.04% | 0.02% | 7 | +688,467 | 184.35% | Q1 2026 | May 04, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 944,456 | 136,965 | 1.16% | 1.21% | 8 | -143,684 | -13.2% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 785,643 | 113,933 | 0.01% | 0.01% | 9 | +92,770 | 13.39% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 760,223 | 110,258 | 0.03% | 0.02% | 10 | -423 | -0.06% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 745,103 | 108,106 | 0.16% | 0.12% | 11 | +151,439 | 25.51% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 560,428 | 80,292 | 0.04% | 0.04% | 12 | +142,235 | 34.01% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 372,930 | 54,082 | 0.01% | 0.01% | 13 | +117,316 | 45.9% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 362,476 | 52,566 | 0.07% | 0.06% | 14 | +42,279 | 13.2% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 355,954 | 51,622 | 0.05% | 0.05% | 15 | -5,637 | -1.56% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 346,064 | 50,186 | 0.14% | 0.13% | 16 | -37,286 | -9.73% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 343,675 | 49,839 | 0.91% | 1.06% | 17 | -55,601 | -13.93% | Q1 2026 | May 11, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 322,634 | 46,788 | 7.08% | 6.35% | 18 | +233 | 0.07% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 309,745 | 44,919 | 0.01% | 0.01% | 19 | +24,353 | 8.53% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 300,740 | 43,613 | 0.11% | 0.09% | 20 | +57,465 | 23.62% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 258,043 | 37,426 | 0.04% | 0.04% | 21 | +6,371 | 2.53% | Q1 2026 | May 05, 2026 |
| Clark Capital Management Group, Inc. | History | New | 217,335 | 31,517 | 0.19% | — | 22 | +217,335 | New | Q1 2026 | May 15, 2026 |
| Oasis Advisors, LLC | History | Added to | 4,669,420 | 27,906 | 5.49% | 10.76% | 23 | +4,522,725 | 3083.08% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 190,951 | 27,691 | 0.07% | 0.1% | 24 | -81,820 | -30.0% | Q1 2026 | May 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 187,256 | 27,155 | 1.03% | 1.16% | 25 | -10,370 | -5.25% | Q1 2026 | Apr 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 181,804 | 26,365 | 0.44% | — | 26 | +181,804 | New | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 170,297 | 24,696 | 0.12% | 0.1% | 27 | +10,534 | 6.59% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Added to | 165,424 | 23,989 | 0.01% | 0.01% | 28 | +3,376 | 2.08% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,728 | 23,225 | 0.15% | 0.14% | 29 | +19,408 | 13.09% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 139,553 | 20,237 | 3.67% | 11.66% | 30 | -249,528 | -64.13% | Q1 2026 | Apr 14, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 137,941 | 20,004 | 10.93% | 10.31% | 31 | -15,180 | -9.91% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 127,717 | 18,521 | 0.27% | 0.15% | 32 | +58,090 | 83.43% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 123,954 | 17,975 | 0.64% | 0.58% | 33 | +4,391 | 3.67% | Q1 2026 | Apr 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 119,630 | 17,646 | 1.92% | 2.7% | 34 | -11,252 | -8.6% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 111,128 | 16,413 | 0.28% | 0.29% | 35 | -3,866 | -3.36% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 107,134 | 15,536 | 0.13% | 0.27% | 36 | -159,487 | -59.82% | Q1 2026 | May 13, 2026 |
| Dala Group, LLC | History | New | 104,230 | 15,112 | 12.63% | — | 37 | +104,230 | New | Q1 2026 | Jun 01, 2026 |
| Financial Partners Group, Inc | History | Added to | 102,430 | 14,854 | 1.78% | 1.64% | 38 | +1,574 | 1.56% | Q1 2026 | Apr 10, 2026 |
| Peak Planning Group, LLC | History | Added to | 100,984 | 14,644 | 4.06% | 3.48% | 39 | +11,321 | 12.63% | Q1 2026 | Apr 22, 2026 |
| Family Investment Center, Inc. | History | Reduced | 97,708 | 14,169 | 2.73% | 2.88% | 40 | -5,254 | -5.1% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,944 | 14,162 | 0.03% | 0.03% | 41 | -60,223 | -38.56% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 96,156 | 13,944 | 0.9% | 0.86% | 42 | +744 | 0.78% | Q1 2026 | Apr 15, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 94,402 | 13,690 | 2.63% | 2.47% | 43 | -992 | -1.04% | Q1 2026 | Apr 23, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 92,075 | 13,352 | 1.49% | 1.45% | 44 | +1,016 | 1.12% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 83,425 | 12,098 | 0.1% | 0.03% | 45 | +62,659 | 301.74% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 80,255 | 11,853 | 0.57% | 0.45% | 46 | +13,339 | 19.93% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 78,283 | 11,352 | 0.04% | 0.02% | 47 | +33,256 | 73.86% | Q1 2026 | Jun 02, 2026 |
| Cerity Partners LLC | History | Added to | 77,753 | 11,275 | 0.02% | 0.01% | 48 | +13,674 | 21.34% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 77,096 | 11,180 | 0.08% | 0.08% | 49 | -141 | -0.18% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 76,827 | 11,141 | 0.38% | 0.26% | 50 | -951 | -1.22% | Q1 2026 | Apr 23, 2026 |
| FreeGulliver LLC | History | Added to | 74,628 | 10,822 | 4.56% | 3.17% | 51 | +12,427 | 19.98% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 67,490 | 9,787 | 0.16% | 0.01% | 52 | +60,868 | 919.18% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 63,722 | 9,240 | 0.41% | 0.32% | 53 | +14,521 | 29.51% | Q1 2026 | May 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 60,641 | 8,794 | 3.07% | 2.92% | 54 | +2,522 | 4.34% | Q1 2026 | Apr 21, 2026 |
| ProVise Management Group, LLC | History | Added to | 60,340 | 8,750 | 0.63% | 0.58% | 55 | +1,470 | 2.5% | Q1 2026 | May 06, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 59,631 | 8,647 | 1.58% | 1.52% | 56 | +659 | 1.12% | Q1 2026 | Apr 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 58,431 | 8,483 | 1.54% | 1.38% | 57 | +1,649 | 2.9% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 58,104 | 8,426 | 0.5% | 0.42% | 58 | +6,507 | 12.61% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,955 | 7,389 | 0.03% | 0.02% | 59 | +11,531 | 29.25% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 50,701 | 7,352 | 0.46% | 0.44% | 60 | +1,819 | 3.72% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 47,476 | 6,884 | 0.07% | 0.01% | 61 | +44,414 | 1450.49% | Q1 2026 | May 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 47,443 | 6,880 | 0.52% | 0.46% | 62 | +6,014 | 14.52% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 47,085 | 6,828 | 0.22% | 0.25% | 63 | -7,999 | -14.52% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 46,531 | 6,747 | 0.72% | 0.69% | 64 | -430 | -0.92% | Q1 2026 | May 13, 2026 |
| Quattro Advisors LLC | History | Added to | 44,979 | 6,522 | 5.65% | 4.95% | 65 | +272 | 0.61% | Q1 2026 | May 14, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 44,821 | 6,499 | 4.61% | 0.0% | 66 | +44,783 | 117850.0% | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 49,970 | 6,427 | 2.76% | 2.75% | 67 | -18,237 | -26.74% | Q1 2026 | Jun 01, 2026 |
| Principle Wealth Partners LLC | History | Added to | 44,120 | 6,398 | 0.37% | 0.3% | 68 | +5,344 | 13.78% | Q1 2026 | May 07, 2026 |
| NWAM LLC | History | Added to | 43,626 | 6,326 | 0.36% | 0.32% | 69 | +3,467 | 8.63% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 42,702 | 6,192 | 0.11% | 0.08% | 70 | +13,123 | 44.37% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 42,641 | 6,183 | 0.02% | 0.02% | 71 | -3,673 | -7.93% | Q1 2026 | May 08, 2026 |
| Fiduciary Planning LLC | History | Reduced | 42,347 | 6,141 | 1.85% | 1.79% | 72 | -255 | -0.6% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,453 | 6,011 | 0.01% | 0.01% | 73 | -4,834 | -10.44% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 40,280 | 5,841 | 0.07% | 0.07% | 74 | +982 | 2.5% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 40,086 | 5,813 | 0.12% | 0.11% | 75 | +2,185 | 5.77% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 40,000 | 5,800 | 0.0% | 0.01% | 76 | -70,000 | -63.64% | Q1 2026 | May 12, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 38,517 | 5,585 | 1.19% | 2.35% | 77 | -16,960 | -30.57% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 38,371 | 5,564 | 0.34% | 0.24% | 78 | +3,179 | 9.03% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 37,852 | 5,489 | 0.24% | 0.22% | 79 | +3,508 | 10.21% | Q1 2026 | Apr 28, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 37,215 | 5,396 | 2.92% | 2.81% | 80 | +1,717 | 4.84% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 36,262 | 5,258 | 0.55% | 0.52% | 81 | -233 | -0.64% | Q1 2026 | Apr 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,709 | 5,035 | 0.05% | 0.05% | 82 | +420 | 1.22% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 34,586 | 5,016 | 0.01% | — | 83 | +34,586 | New | Q1 2026 | May 13, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 32,877 | 4,767 | 2.45% | 2.53% | 84 | -2,767 | -7.76% | Q1 2026 | May 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 32,682 | 4,742 | 0.08% | 0.07% | 85 | +1,273 | 4.05% | Q1 2026 | Apr 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,232 | 4,614 | 0.1% | 0.08% | 86 | +6,413 | 28.1% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,673 | 4,593 | 0.04% | 0.02% | 87 | +10,815 | 51.85% | Q1 2026 | Apr 07, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 31,616 | 4,584 | 2.93% | — | 88 | +31,616 | New | Q1 2026 | Apr 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 31,587 | 4,580 | 0.33% | 0.33% | 89 | +158 | 0.5% | Q1 2026 | May 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 30,176 | 4,376 | 0.46% | 0.45% | 90 | +143 | 0.48% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 29,526 | 4,360 | 0.04% | 0.05% | 91 | -4,621 | -13.53% | Q1 2026 | Apr 07, 2026 |
| Guilbault Capital LLC | History | Added to | 28,923 | 4,194 | 4.59% | 4.26% | 92 | +1,417 | 5.15% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,918 | 4,193 | 0.06% | 0.06% | 93 | +420 | 1.47% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 28,894 | 4,190 | 0.25% | 0.24% | 94 | +1,004 | 3.6% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 28,133 | 4,147 | 0.22% | 0.4% | 95 | -33,912 | -54.66% | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | Added to | 28,552 | 4,140 | 1.08% | 0.94% | 96 | +3,771 | 15.22% | Q1 2026 | Apr 08, 2026 |
| Nikulski Financial, Inc. | History | Added to | 28,388 | 4,116 | 1.02% | 0.78% | 97 | +4,701 | 19.85% | Q1 2026 | May 14, 2026 |
| Capital Developers, LLC | History | Added to | 27,231 | 3,949 | 3.56% | 3.27% | 98 | +865 | 3.28% | Q1 2026 | May 08, 2026 |
| TruWealth Advisors, LLC | History | Added to | 27,169 | 3,940 | 0.19% | 0.18% | 99 | +270 | 1.0% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Added to | 26,733 | 3,876 | 0.02% | 0.02% | 100 | +2,354 | 9.66% | Q1 2026 | May 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 26,508 | 3,844 | 2.2% | 2.01% | 101 | +819 | 3.19% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 26,284 | 3,811 | 0.51% | 0.44% | 102 | +3,415 | 14.93% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 22,694 | 3,775 | 0.1% | 0.16% | 103 | -3,651 | -13.86% | Q1 2026 | May 14, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 25,443 | 3,689 | 2.8% | 2.83% | 104 | -1,101 | -4.15% | Q1 2026 | Apr 30, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 24,996 | 3,624 | 1.54% | 1.68% | 105 | -4,675 | -15.76% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,976 | 3,622 | 0.03% | 0.03% | 106 | -163 | -0.65% | Q1 2026 | Apr 15, 2026 |
| VICUS CAPITAL | History | Reduced | 24,850 | 3,603 | 0.26% | 0.29% | 107 | -2,919 | -10.51% | Q1 2026 | Apr 22, 2026 |
| Paller Financial Services Inc | History | Reduced | 24,471 | 3,548 | 2.93% | 2.77% | 108 | -527 | -2.11% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 24,450 | 3,545 | 0.13% | 0.13% | 109 | -1,946 | -7.37% | Q1 2026 | May 11, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,255 | 3,517 | 0.13% | 0.1% | 110 | +3,364 | 16.1% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 24,196 | 3,508 | 0.02% | 0.02% | 111 | +5,768 | 31.3% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,671 | 3,432 | 0.08% | 0.06% | 112 | +6,952 | 41.58% | Q1 2026 | May 04, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 23,460 | 3,402 | 2.21% | 2.0% | 113 | +3,144 | 15.48% | Q1 2026 | May 08, 2026 |
| PSI Advisors, LLC | History | Added to | 23,416 | 3,395 | 0.81% | 0.72% | 114 | +2,774 | 13.44% | Q1 2026 | May 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 23,159 | 3,358 | 0.44% | — | 115 | +23,159 | New | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 23,110 | 3,351 | 0.08% | 0.07% | 116 | -79 | -0.34% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 22,803 | 3,306 | 0.1% | 0.06% | 117 | +8,611 | 60.68% | Q1 2026 | May 13, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 22,762 | 3,300 | 2.97% | 2.92% | 118 | +759 | 3.45% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,324 | 3,237 | 0.05% | 0.1% | 119 | -13,827 | -38.25% | Q1 2026 | May 18, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 22,302 | 3,234 | 1.86% | 1.45% | 120 | +4,969 | 28.67% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 21,974 | 3,187 | 0.01% | 0.01% | 121 | -18,340 | -45.49% | Q1 2026 | Apr 22, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,601 | 3,132 | 0.24% | 0.14% | 122 | +9,603 | 80.04% | Q1 2026 | Apr 22, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 21,419 | 3,106 | 2.62% | 2.46% | 123 | +1 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 20,951 | 3,038 | 1.13% | 1.11% | 124 | -808 | -3.71% | Q1 2026 | May 06, 2026 |
| Anson Capital, Inc. | History | Reduced | 20,946 | 3,037 | 2.08% | 2.13% | 125 | -205 | -0.97% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,572 | 2,983 | 0.06% | 0.07% | 126 | -3,685 | -15.19% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Reduced | 20,465 | 2,967 | 0.08% | 0.08% | 127 | -1,038 | -4.83% | Q1 2026 | May 04, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 20,198 | 2,929 | 0.14% | 0.09% | 128 | +7,050 | 53.62% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 20,168 | 2,924 | 0.74% | 0.78% | 129 | +160 | 0.8% | Q1 2026 | Apr 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,192 | 2,907 | 0.23% | 0.22% | 130 | +514 | 2.91% | Q1 2026 | May 01, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 17,300 | 2,906 | 1.15% | 1.08% | 131 | +500 | 2.98% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 19,624 | 2,845 | 0.27% | 0.23% | 132 | +3,096 | 18.73% | Q1 2026 | Apr 15, 2026 |
| Sonoma Allocations LLC | History | Added to | 19,230 | 2,844 | 0.98% | 0.58% | 133 | +6,832 | 55.11% | Q1 2026 | May 19, 2026 |
| MATTERS CAPITAL LLC | History | No change | 19,497 | 2,827 | 2.51% | 2.21% | 134 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Reduced | 19,273 | 2,795 | 0.54% | 0.53% | 135 | -66 | -0.34% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,172 | 2,780 | 0.03% | 0.03% | 136 | -2,858 | -12.97% | Q1 2026 | Apr 28, 2026 |
| Argent Trust Co | History | Added to | 19,062 | 2,764 | 0.09% | 0.03% | 137 | +12,645 | 197.05% | Q1 2026 | May 13, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 18,494 | 2,682 | 2.65% | 1.45% | 138 | +5,940 | 47.32% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,134 | 2,660 | 0.0% | 0.0% | 139 | +11,498 | 150.58% | Q1 2026 | May 13, 2026 |
| BNB Wealth Management, LLC | History | Added to | 18,244 | 2,645 | 1.7% | 1.56% | 140 | +806 | 4.62% | Q1 2026 | May 13, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 18,153 | 2,632 | 3.04% | 2.84% | 141 | -1,692 | -8.53% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,021 | 2,613 | 0.01% | 0.01% | 142 | +5,483 | 43.73% | Q1 2026 | May 08, 2026 |
| New Millennium Group LLC | History | No change | 18,648 | 2,581 | 1.12% | 1.12% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 17,668 | 2,562 | 0.14% | 0.15% | 144 | -54 | -0.3% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 17,597 | 2,551 | 0.76% | 0.49% | 145 | +6,060 | 52.53% | Q1 2026 | Apr 20, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 16,127 | 2,530 | 1.09% | 1.03% | 146 | -475 | -2.86% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 16,648 | 2,414 | 0.06% | 0.08% | 147 | -138 | -0.82% | Q1 2026 | May 11, 2026 |
| Refined Wealth Management | History | New | 16,354 | 2,371 | 1.5% | — | 148 | +16,354 | New | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 16,337 | 2,369 | 0.0% | 0.0% | 149 | +1,598 | 10.84% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 16,282 | 2,361 | 0.03% | 0.01% | 150 | +7,477 | 84.92% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,274 | 2,360 | 0.0% | 0.0% | 151 | +14,774 | 984.93% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 16,024 | 2,324 | 0.0% | 0.0% | 152 | +10,819 | 207.86% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 15,882 | 2,303 | 0.0% | — | 153 | +15,882 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 15,833 | 2,296 | 0.0% | 0.0% | 154 | -159 | -0.99% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | Added to | 15,737 | 2,282 | 2.21% | 2.04% | 155 | +803 | 5.38% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 15,440 | 2,239 | 0.05% | 0.05% | 156 | -160 | -1.03% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,508 | 2,238 | 0.13% | 0.11% | 157 | +1,075 | 8.0% | Q1 2026 | Apr 17, 2026 |
| Vantage Financial Partners, LLC | History | No change | 16,136 | 2,234 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stillwater Private Wealth, LLC | History | New | 15,290 | 2,217 | 1.88% | — | 159 | +15,290 | New | Q1 2026 | Jun 03, 2026 |
| Certified Advisory Corp | History | Reduced | 15,150 | 2,197 | 0.2% | 0.2% | 160 | -594 | -3.77% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 15,019 | 2,178 | 0.03% | 0.0% | 161 | +13,400 | 827.67% | Q1 2026 | May 15, 2026 |
| Verde Capital Management | History | Reduced | 14,663 | 2,126 | 0.45% | 0.44% | 162 | -132 | -0.89% | Q1 2026 | Apr 17, 2026 |
| JHP Wealth Management, LLC | History | Added to | 14,221 | 2,062 | 1.97% | 1.84% | 163 | +511 | 3.73% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,830 | 2,005 | 0.05% | 0.01% | 164 | +11,750 | 564.9% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,416 | 1,945 | 0.08% | 0.07% | 165 | +736 | 5.8% | Q1 2026 | May 12, 2026 |
| SigFig Wealth Management, LLC | History | New | 13,207 | 1,915 | 0.06% | — | 166 | +13,207 | New | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,113 | 1,901 | 0.02% | 0.0% | 167 | +11,462 | 694.25% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 13,068 | 1,895 | 0.0% | 0.0% | 168 | +2,165 | 19.86% | Q1 2026 | May 13, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 12,782 | 1,853 | 0.78% | 0.69% | 169 | +936 | 7.9% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,688 | 1,840 | 0.0% | 0.0% | 170 | +6,659 | 110.45% | Q1 2026 | May 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 12,392 | 1,797 | 0.91% | 0.98% | 171 | +347 | 2.88% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 12,300 | 1,783 | 0.4% | 0.4% | 172 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 12,025 | 1,743 | 0.19% | 0.19% | 173 | -145 | -1.19% | Q1 2026 | Apr 15, 2026 |
| JBR Co Financial Management Inc | History | No change | 12,523 | 1,733 | 0.73% | 0.73% | 174 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Synergy Asset Management, LLC | History | New | 11,729 | 1,700 | 0.18% | — | 175 | +11,729 | New | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 11,514 | 1,669 | 0.09% | 3.74% | 176 | -470,170 | -97.61% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,476 | 1,664 | 0.06% | 0.07% | 177 | -42 | -0.36% | Q1 2026 | May 19, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 11,408 | 1,654 | 0.12% | 0.56% | 178 | -43,223 | -79.12% | Q1 2026 | May 05, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 11,632 | 1,617 | 0.09% | 0.09% | 179 | -414 | -3.44% | Q1 2026 | May 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,004 | 1,595 | 0.07% | 0.02% | 180 | +7,540 | 217.67% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,959 | 1,589 | 0.17% | 0.13% | 181 | +1,889 | 20.83% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Management, Inc. | History | Added to | 10,792 | 1,565 | 0.25% | 0.24% | 182 | +2 | 0.02% | Q1 2026 | Apr 16, 2026 |
| BROWN ADVISORY INC | History | No change | 10,609 | 1,538 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 10,552 | 1,530 | 1.06% | 0.89% | 184 | +838 | 8.63% | Q1 2026 | Apr 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,547 | 1,529 | 0.05% | 0.05% | 185 | -393 | -3.59% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 10,487 | 1,520 | 0.02% | 0.05% | 186 | -7,671 | -42.25% | Q1 2026 | May 15, 2026 |
| OxenFree Capital LLC | History | Reduced | 9,644 | 1,512 | 0.73% | 0.78% | 188 | -1,102 | -10.25% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | Reduced | 10,431 | 1,512 | 0.03% | 0.03% | 187 | -121 | -1.15% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 10,361 | 1,502 | 0.07% | 0.06% | 189 | +1,221 | 13.36% | Q1 2026 | May 05, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 10,233 | 1,483 | 0.21% | 0.04% | 190 | +8,212 | 406.33% | Q1 2026 | Apr 21, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 9,694 | 1,405 | 0.59% | 0.52% | 191 | +107 | 1.12% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,495 | 1,377 | 0.03% | 0.03% | 192 | -1,228 | -11.45% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 9,436 | 1,368 | 0.03% | — | 193 | +9,436 | New | Q1 2026 | Apr 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,226 | 1,337 | 0.18% | 0.19% | 194 | -107 | -1.15% | Q1 2026 | Apr 28, 2026 |
| MFA Wealth Services | History | Reduced | 9,165 | 1,329 | 0.88% | 1.02% | 195 | -1,728 | -15.86% | Q1 2026 | Apr 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 8,894 | 1,289 | 0.33% | 0.35% | 196 | -122 | -1.35% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,834 | 1,281 | 0.06% | 0.1% | 197 | -7,019 | -44.28% | Q1 2026 | May 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 8,751 | 1,263 | 0.7% | 0.72% | 198 | -792 | -8.3% | Q1 2026 | Apr 14, 2026 |
| Valued Retirements, Inc. | History | Reduced | 8,643 | 1,253 | 1.22% | 1.38% | 199 | -1,524 | -14.99% | Q1 2026 | May 13, 2026 |
| American Trust | History | Added to | 8,491 | 1,231 | 0.11% | 0.09% | 200 | +624 | 7.93% | Q1 2026 | May 01, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 8,458 | 1,226 | 0.44% | 0.4% | 201 | -26 | -0.31% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,414 | 1,220 | 0.34% | 0.34% | 202 | -60 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,670 | 1,200 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 8,125 | 1,178 | 0.19% | 0.19% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 8,079 | 1,172 | 0.12% | 0.11% | 205 | +171 | 2.16% | Q1 2026 | May 11, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,936 | 1,150 | 0.18% | 1.57% | 206 | -64,706 | -89.08% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,910 | 1,147 | 0.01% | 0.02% | 207 | -3,935 | -33.22% | Q1 2026 | Apr 23, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 7,911 | 1,147 | 0.78% | 0.71% | 208 | +654 | 9.01% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 7,673 | 1,112 | 0.55% | 0.46% | 209 | +930 | 13.79% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,630 | 1,106 | 0.05% | 0.05% | 210 | +57 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,423 | 1,076 | 0.77% | 0.73% | 211 | +295 | 4.14% | Q1 2026 | May 19, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,254 | 1,051 | 0.0% | 0.0% | 212 | +264 | 3.78% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,180 | 1,041 | 0.01% | 0.01% | 213 | +1,832 | 34.26% | Q1 2026 | May 11, 2026 |
| Colonial River Investments, LLC | History | Reduced | 7,094 | 1,028 | 0.37% | 0.36% | 214 | -125 | -1.73% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisory Group | History | Added to | 7,036 | 1,020 | 0.77% | 0.75% | 215 | +35 | 0.5% | Q1 2026 | Apr 29, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,959 | 1,009 | 0.17% | 0.16% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Added to | 6,949 | 1,007 | 0.18% | 0.17% | 217 | +176 | 2.6% | Q1 2026 | Apr 24, 2026 |
| Northstar Advisory Group, LLC | History | New | 6,942 | 1,006 | 0.37% | — | 218 | +6,942 | New | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,825 | 989 | 0.01% | 0.01% | 219 | +556 | 8.87% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,803 | 987 | 0.03% | — | 221 | +6,803 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6,807 | 987 | 0.16% | 0.11% | 220 | +924 | 15.71% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,800 | 986 | 0.0% | 0.0% | 222 | +3,800 | 126.67% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 6,730 | 975 | 0.0% | 0.0% | 223 | +3,229 | 92.23% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 6,678 | 968 | 0.57% | 0.63% | 224 | +399 | 6.35% | Q1 2026 | May 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 6,650 | 964 | 0.07% | 0.07% | 225 | -143 | -2.11% | Q1 2026 | May 12, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,464 | 937 | 0.08% | 0.13% | 226 | -4,872 | -42.98% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,451 | 935 | 0.0% | 0.0% | 227 | +6,371 | 7963.75% | Q1 2026 | May 13, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 6,421 | 931 | 0.84% | 0.83% | 228 | +769 | 13.61% | Q1 2026 | Apr 23, 2026 |
| Addison Capital Co | History | New | 6,359 | 922 | 0.16% | — | 229 | +6,359 | New | Q1 2026 | Apr 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 6,323 | 917 | 0.32% | 0.29% | 230 | +740 | 13.25% | Q1 2026 | May 11, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 6,317 | 916 | 0.22% | — | 231 | +6,317 | New | Q1 2026 | Apr 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,156 | 892 | 0.07% | 0.05% | 232 | +813 | 15.22% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,790 | 839 | 0.04% | — | 233 | +5,790 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 5,600 | 812 | 0.03% | 0.03% | 234 | +105 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,598 | 811 | 0.12% | 0.13% | 235 | -840 | -13.05% | Q1 2026 | Apr 21, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 5,578 | 808 | 0.27% | 0.28% | 236 | -685 | -10.94% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 5,598 | 775 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 5,303 | 769 | 0.02% | 0.0% | 238 | +4,159 | 363.55% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 5,278 | 765 | 0.0% | 0.0% | 239 | +1,924 | 57.36% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 5,212 | 755 | 0.44% | 0.42% | 240 | -2 | -0.04% | Q1 2026 | Jun 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,200 | 754 | 0.0% | 0.0% | 241 | -900 | -14.75% | Q1 2026 | May 14, 2026 |
| Bellecapital International Ltd. | History | New | 5,161 | 748 | 0.13% | — | 243 | +5,161 | New | Q1 2026 | May 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 5,163 | 748 | 0.36% | 0.34% | 242 | +80 | 1.57% | Q1 2026 | May 07, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 5,058 | 733 | 0.02% | 0.02% | 244 | -135 | -2.6% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,146 | 729 | 0.21% | 0.21% | 245 | -291 | -5.35% | Q1 2026 | May 07, 2026 |
| Csenge Advisory Group | History | Added to | 4,896 | 710 | 0.03% | 0.02% | 246 | +2,092 | 74.61% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,883 | 708 | 0.0% | 0.0% | 247 | +3,571 | 272.18% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 4,876 | 707 | 0.01% | 0.01% | 248 | +779 | 19.01% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 5,077 | 705 | 0.04% | — | 249 | +5,077 | New | Q1 2026 | Apr 24, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,678 | 678 | 0.08% | 0.33% | 250 | -15,038 | -76.27% | Q1 2026 | May 04, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 4,535 | 657 | 0.19% | 0.26% | 251 | -1,477 | -24.57% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 4,478 | 649 | 0.04% | 0.02% | 252 | +2,653 | 145.37% | Q1 2026 | Apr 09, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 4,470 | 648 | 0.31% | 0.2% | 253 | +1,397 | 45.46% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,228 | 613 | 0.02% | 0.01% | 254 | +625 | 17.35% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Added to | 4,182 | 606 | 0.12% | 0.09% | 256 | +533 | 14.61% | Q1 2026 | Apr 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,182 | 606 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,136 | 599 | 0.02% | 0.02% | 257 | -170 | -3.95% | Q1 2026 | May 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 4,051 | 587 | 0.16% | 0.1% | 258 | +1,420 | 53.97% | Q1 2026 | May 08, 2026 |
| CAP Partners, LLC | History | New | 3,989 | 578 | 0.33% | — | 259 | +3,989 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,984 | 577 | 0.0% | 0.0% | 260 | -3,983 | -49.99% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,966 | 575 | 0.03% | 0.02% | 261 | +820 | 26.06% | Q1 2026 | Apr 23, 2026 |
| Parcion Private Wealth LLC | History | Added to | 3,960 | 574 | 0.04% | 0.03% | 262 | +217 | 5.8% | Q1 2026 | Apr 22, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 3,901 | 565 | 0.32% | 0.29% | 263 | +216 | 5.86% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,891 | 564 | 0.01% | 0.01% | 264 | -92 | -2.31% | Q1 2026 | May 15, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 3,875 | 561 | 0.31% | 0.28% | 265 | +100 | 2.65% | Q1 2026 | Apr 21, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,854 | 558 | 0.17% | 0.16% | 266 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,779 | 548 | 0.02% | — | 268 | +3,779 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,716 | 548 | 0.04% | 0.03% | 267 | +144 | 4.03% | Q1 2026 | May 01, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,700 | 536 | 0.0% | — | 269 | +3,700 | New | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | Added to | 3,691 | 535 | 0.16% | 0.11% | 270 | +1,447 | 64.48% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,675 | 532 | 0.0% | 0.0% | 271 | -1,228 | -25.05% | Q1 2026 | Apr 27, 2026 |
| E&G Advisors, LP | History | Added to | 3,675 | 532 | 0.12% | 0.11% | 272 | +5 | 0.14% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,606 | 523 | 0.02% | 0.01% | 273 | +94 | 2.68% | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 3,601 | 522 | 0.27% | 0.31% | 274 | +104 | 2.97% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,589 | 520 | 0.0% | 0.0% | 275 | -876 | -19.62% | Q1 2026 | May 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 3,513 | 518 | 0.3% | 0.29% | 276 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Faithward Advisors, LLC | History | Reduced | 3,516 | 509 | 0.07% | 0.1% | 277 | -1,621 | -31.56% | Q1 2026 | Apr 17, 2026 |
| One Capital Management, LLC | History | New | 3,423 | 496 | 0.01% | — | 278 | +3,423 | New | Q1 2026 | May 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 3,080 | 492 | 0.1% | — | 279 | +3,080 | New | Q1 2026 | Apr 28, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 3,294 | 477 | 0.4% | 0.39% | 280 | +5 | 0.15% | Q1 2026 | Apr 17, 2026 |
| Hershey Financial Advisers, LLC | History | New | 3,215 | 466 | 0.4% | — | 281 | +3,215 | New | Q1 2026 | May 06, 2026 |
| MY Wealth Management Inc. | History | Added to | 4,077 | 463 | 0.45% | 0.48% | 282 | +117 | 2.95% | Q1 2026 | May 01, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,174 | 460 | 0.04% | 0.04% | 283 | +51 | 1.63% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 3,100 | 449 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,094 | 448 | 0.02% | 0.01% | 285 | +873 | 39.31% | Q1 2026 | Apr 07, 2026 |
| Retirement Planning Group, LLC | History | New | 3,027 | 438 | 0.01% | — | 286 | +3,027 | New | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,999 | 434 | 0.01% | 0.01% | 287 | +44 | 1.49% | Q1 2026 | May 01, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 2,919 | 423 | 0.1% | 0.09% | 288 | +215 | 7.95% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,897 | 420 | 0.0% | 0.0% | 289 | -601 | -17.18% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,874 | 416 | 0.0% | 0.0% | 290 | +581 | 25.34% | Q1 2026 | May 05, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,813 | 407 | 0.21% | 0.19% | 291 | -67 | -2.33% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 2,794 | 405 | 0.0% | 0.0% | 292 | +203 | 7.83% | Q1 2026 | May 14, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 2,734 | 396 | 0.15% | 0.16% | 293 | -561 | -17.03% | Q1 2026 | Apr 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,705 | 392 | 0.33% | 0.2% | 294 | +1,050 | 63.44% | Q1 2026 | Apr 22, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 2,693 | 390 | 0.32% | 0.29% | 295 | +13 | 0.49% | Q1 2026 | May 11, 2026 |
| Capital Square, LLC | History | New | 2,433 | 389 | 0.18% | — | 296 | +2,433 | New | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,675 | 387 | 0.01% | 0.01% | 297 | +1,004 | 60.08% | Q1 2026 | Apr 20, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,593 | 376 | 0.02% | 0.02% | 298 | +154 | 6.31% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,523 | 365 | 0.14% | 0.13% | 299 | +267 | 11.84% | Q1 2026 | May 01, 2026 |
| TCP Asset Management, LLC | History | No change | 2,491 | 361 | 0.05% | 0.06% | 300 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |