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 | 4,095,320 | 696,777 | 0.16% | 0.14% | 1 | +395,821 | 10.7% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,368,277 | 402,938 | 0.02% | 0.02% | 2 | +369,758 | 18.5% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,510,414 | 256,981 | 0.23% | 0.21% | 3 | +142,924 | 10.45% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,371,946 | 233,422 | 0.12% | 0.1% | 4 | +206,397 | 17.71% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,345,518 | 228,926 | 0.04% | 0.03% | 5 | +162,581 | 13.74% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,299,037 | 221,018 | 0.06% | 0.05% | 6 | +178,078 | 15.89% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,295,928 | 220,489 | 0.05% | 0.04% | 7 | +234,003 | 22.04% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,015,181 | 172,707 | 0.03% | 0.03% | 8 | +254,958 | 33.54% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,000,210 | 170,175 | 0.01% | 0.01% | 9 | +214,567 | 27.31% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 892,567 | 151,939 | 0.18% | 0.16% | 10 | +147,464 | 19.79% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 881,795 | 150,028 | 1.12% | 1.16% | 11 | -62,661 | -6.63% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 835,694 | 139,619 | 0.06% | 0.04% | 12 | +275,266 | 49.12% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 507,500 | 86,347 | 0.01% | 0.01% | 13 | +134,570 | 36.08% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 460,191 | 78,296 | 0.16% | 0.14% | 14 | +114,127 | 32.98% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 435,788 | 74,145 | 0.17% | 0.11% | 15 | +135,048 | 44.91% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 368,061 | 62,621 | 0.08% | 0.07% | 16 | +5,585 | 1.54% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 365,151 | 62,131 | 0.05% | 0.05% | 17 | +9,197 | 2.58% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 353,974 | 60,224 | 0.95% | 0.91% | 18 | +10,299 | 3.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 348,431 | 59,282 | 0.06% | 0.04% | 19 | +90,388 | 35.03% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Added to | 341,475 | 58,098 | 0.01% | 0.01% | 20 | +31,730 | 10.24% | Q2 2026 | Aug 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 320,484 | 54,527 | 7.02% | 7.08% | 21 | -2,150 | -0.67% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 266,130 | 45,279 | 0.21% | 0.12% | 22 | +95,833 | 56.27% | Q2 2026 | Jul 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 209,806 | 35,696 | 0.19% | 0.19% | 23 | -7,529 | -3.46% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 196,900 | 33,500 | 0.02% | — | 24 | +196,900 | New | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 188,397 | 32,053 | 3.1% | 1.92% | 25 | +68,767 | 57.48% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 175,074 | 29,787 | 0.18% | 0.15% | 26 | +7,346 | 4.38% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | Added to | 171,794 | 29,229 | 0.01% | 0.01% | 27 | +6,370 | 3.85% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 190,951 | 27,691 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 155,686 | 26,488 | 0.08% | 0.04% | 29 | +77,403 | 98.88% | Q2 2026 | Aug 12, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 138,113 | 23,498 | 10.51% | 10.93% | 30 | +172 | 0.12% | Q2 2026 | Aug 13, 2026 |
| Davidson Capital Management Inc. | History | Reduced | 138,042 | 23,486 | 3.76% | 3.67% | 31 | -1,511 | -1.08% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 136,140 | 23,162 | 0.28% | 0.27% | 32 | +8,423 | 6.6% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | New | 130,771 | 22,249 | 1.53% | — | 33 | +130,771 | New | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 125,386 | 21,333 | 0.66% | 0.64% | 34 | +1,432 | 1.16% | Q2 2026 | Jul 09, 2026 |
| AFFINITY WEALTH LLC | History | Added to | 124,759 | 21,226 | 11.4% | 11.11% | 35 | +4,746 | 3.95% | Q2 2026 | Aug 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 120,954 | 20,579 | 0.55% | 0.1% | 36 | +98,151 | 430.43% | Q2 2026 | Aug 13, 2026 |
| Dala Group, LLC | History | Added to | 112,019 | 19,058 | 15.7% | 12.63% | 37 | +7,789 | 7.47% | Q2 2026 | Aug 10, 2026 |
| Peak Planning Group, LLC | History | Added to | 109,569 | 18,642 | 4.21% | 4.06% | 38 | +8,585 | 8.5% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 108,083 | 18,389 | 0.22% | 0.28% | 39 | -3,045 | -2.74% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 106,501 | 18,120 | 0.06% | 0.03% | 40 | +55,546 | 109.01% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 101,244 | 17,225 | 0.98% | 0.9% | 41 | +5,088 | 5.29% | Q2 2026 | Jul 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 100,867 | 17,161 | 1.74% | 1.78% | 42 | -1,563 | -1.53% | Q2 2026 | Jul 23, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 96,580 | 16,432 | 2.92% | 2.63% | 43 | +2,178 | 2.31% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 95,363 | 16,225 | 0.12% | 0.13% | 44 | -11,771 | -10.99% | Q2 2026 | Aug 14, 2026 |
| Family Investment Center, Inc. | History | Reduced | 93,073 | 15,835 | 2.63% | 2.73% | 45 | -4,635 | -4.74% | Q2 2026 | Jul 23, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 92,765 | 15,783 | 0.51% | 1.03% | 46 | -94,491 | -50.46% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 92,630 | 15,760 | 0.71% | 0.57% | 47 | +12,375 | 15.42% | Q2 2026 | Jul 20, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 93,115 | 15,457 | 1.51% | 1.49% | 48 | +1,040 | 1.13% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,520 | 15,427 | 0.03% | 0.03% | 49 | -424 | -0.44% | Q2 2026 | Jul 15, 2026 |
| Quadrature Capital Ltd | History | New | 87,025 | 14,806 | 0.13% | — | 50 | +87,025 | New | Q2 2026 | Aug 06, 2026 |
| FreeGulliver LLC | History | Added to | 86,510 | 14,718 | 5.19% | 4.56% | 51 | +11,882 | 15.92% | Q2 2026 | Aug 11, 2026 |
| Oasis Advisors, LLC | History | Reduced | 84,481 | 14,373 | 9.33% | 5.49% | 52 | -4,584,939 | -98.19% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 83,256 | 14,165 | 0.29% | 0.08% | 53 | +69,840 | 520.57% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 83,063 | 14,132 | 0.02% | 0.02% | 54 | +5,310 | 6.83% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 80,247 | 13,653 | 0.23% | 0.38% | 55 | +3,420 | 4.45% | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 77,168 | 13,129 | 0.1% | 0.08% | 56 | +72 | 0.09% | Q2 2026 | Aug 14, 2026 |
| WIN ADVISORS, INC | History | New | 76,701 | 13,049 | 4.65% | — | 57 | +76,701 | New | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 72,657 | 12,361 | 0.01% | 0.01% | 58 | +38,071 | 110.08% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 71,307 | 12,132 | 2.72% | 2.76% | 59 | +21,337 | 42.7% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 68,547 | 11,662 | 0.02% | 0.01% | 60 | +27,094 | 65.36% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 67,286 | 11,448 | 0.55% | 0.5% | 61 | +9,182 | 15.8% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 66,383 | 11,294 | 0.21% | 0.03% | 62 | +56,947 | 603.51% | Q2 2026 | Aug 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 63,778 | 10,851 | 3.19% | 3.07% | 63 | +3,137 | 5.17% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 62,929 | 10,706 | 0.42% | 0.41% | 64 | -793 | -1.24% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Added to | 71,615 | 10,617 | 0.18% | 0.16% | 65 | +4,125 | 6.11% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 61,802 | 10,515 | 0.02% | 0.01% | 66 | +39,828 | 181.25% | Q2 2026 | Aug 05, 2026 |
| ProVise Management Group, LLC | History | Added to | 61,437 | 10,452 | 0.7% | 0.63% | 67 | +1,097 | 1.82% | Q2 2026 | Aug 03, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 60,963 | 10,372 | 1.66% | 1.58% | 68 | +1,332 | 2.23% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | Added to | 60,388 | 10,274 | 0.51% | 0.37% | 69 | +16,268 | 36.87% | Q2 2026 | Aug 07, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 59,242 | 10,079 | 1.49% | 1.54% | 70 | +811 | 1.39% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 53,723 | 9,140 | 0.15% | — | 71 | +53,723 | New | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Management, LLC | History | New | 52,993 | 9,016 | 0.28% | — | 72 | +52,993 | New | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 53,703 | 8,990 | 0.48% | 0.04% | 73 | +48,626 | 957.77% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 52,781 | 8,980 | 0.48% | 0.46% | 74 | +2,080 | 4.1% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 50,410 | 8,576 | 0.04% | 0.02% | 75 | +26,214 | 108.34% | Q2 2026 | Aug 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 48,776 | 8,298 | 0.56% | 0.52% | 76 | +1,333 | 2.81% | Q2 2026 | Jul 20, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 47,947 | 8,157 | 4.85% | 4.61% | 77 | +3,126 | 6.97% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 46,957 | 7,989 | 0.23% | 0.22% | 78 | -128 | -0.27% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 46,822 | 7,966 | 0.7% | 0.72% | 79 | +291 | 0.63% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 46,563 | 7,922 | 0.05% | 0.1% | 80 | -36,862 | -44.19% | Q2 2026 | Sep 08, 2026 |
| Stillwater Private Wealth, LLC | History | Added to | 47,959 | 7,843 | 5.11% | 1.88% | 81 | +32,669 | 213.66% | Q2 2026 | Aug 13, 2026 |
| Quattro Advisors LLC | History | Added to | 46,049 | 7,834 | 5.21% | 5.65% | 82 | +1,070 | 2.38% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 44,999 | 7,656 | 0.0% | — | 83 | +44,999 | New | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | Added to | 44,308 | 7,538 | 0.38% | 0.36% | 84 | +682 | 1.56% | Q2 2026 | Jul 23, 2026 |
| Schorn Wealth LLC | History | Added to | 42,539 | 7,237 | 1.89% | 1.85% | 85 | +192 | 0.45% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 41,597 | 7,077 | 0.0% | 0.0% | 86 | +37,613 | 944.1% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 41,405 | 7,044 | 0.27% | 0.24% | 87 | +3,553 | 9.39% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 39,324 | 6,690 | 0.02% | 0.02% | 88 | -3,317 | -7.78% | Q2 2026 | Aug 11, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 38,712 | 6,586 | 3.07% | 2.92% | 89 | +1,497 | 4.02% | Q2 2026 | Jul 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 38,515 | 6,552 | 0.06% | 0.07% | 90 | -1,765 | -4.38% | Q2 2026 | Aug 05, 2026 |
| Uniting Wealth Partners, LLC | History | Reduced | 38,457 | 6,543 | 1.33% | 1.19% | 91 | -60 | -0.16% | Q2 2026 | Aug 06, 2026 |
| Argent Trust Co | History | Added to | 38,267 | 6,510 | 0.19% | 0.09% | 92 | +19,205 | 100.75% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 37,356 | 6,356 | 0.04% | 0.04% | 93 | +5,683 | 17.94% | Q2 2026 | Jul 20, 2026 |
| Guardian Asset Advisors, LLC | History | New | 36,761 | 6,255 | 2.88% | — | 94 | +36,761 | New | Q2 2026 | Jul 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 36,640 | 6,233 | 0.57% | 0.55% | 95 | +378 | 1.04% | Q2 2026 | Aug 10, 2026 |
| BNB Wealth Management, LLC | History | Added to | 36,378 | 6,189 | 3.38% | 1.7% | 96 | +18,134 | 99.4% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 35,353 | 6,015 | 0.2% | 0.13% | 97 | +11,098 | 45.76% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,981 | 5,954 | 0.05% | 0.05% | 98 | +272 | 0.78% | Q2 2026 | Jul 24, 2026 |
| Braeburn Wealth Management LLC | History | New | 33,907 | 5,769 | 2.48% | — | 99 | +33,907 | New | Q2 2026 | Jul 21, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 33,868 | 5,762 | 2.03% | 0.78% | 100 | +21,086 | 164.97% | Q2 2026 | Jul 30, 2026 |
| PSI Advisors, LLC | History | Added to | 33,391 | 5,681 | 1.32% | 0.81% | 101 | +9,975 | 42.6% | Q2 2026 | Aug 03, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 33,126 | 5,635 | 2.53% | 2.45% | 102 | +249 | 0.76% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,639 | 5,553 | 0.07% | 0.06% | 103 | +3,721 | 12.87% | Q2 2026 | Aug 18, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 32,238 | 5,484 | 3.02% | 2.93% | 104 | +622 | 1.97% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Added to | 32,062 | 5,454 | 0.03% | 0.02% | 105 | +5,329 | 19.93% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | Added to | 31,751 | 5,402 | 0.35% | 0.33% | 106 | +164 | 0.52% | Q2 2026 | Aug 12, 2026 |
| Guilbault Capital LLC | History | Added to | 31,670 | 5,388 | 5.41% | 4.59% | 107 | +2,747 | 9.5% | Q2 2026 | Jul 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 31,622 | 5,380 | 0.49% | 0.46% | 108 | +1,446 | 4.79% | Q2 2026 | Jul 16, 2026 |
| Accel Wealth Management | History | Added to | 31,416 | 5,345 | 1.2% | 1.08% | 109 | +2,864 | 10.03% | Q2 2026 | Jul 10, 2026 |
| Nikulski Financial, Inc. | History | Added to | 30,764 | 5,234 | 1.13% | 1.02% | 110 | +2,376 | 8.37% | Q2 2026 | Jul 28, 2026 |
| Arete Wealth Advisors, LLC | History | New | 30,636 | 5,212 | 0.34% | — | 111 | +30,636 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,419 | 5,175 | 0.04% | 0.04% | 112 | +893 | 3.02% | Q2 2026 | Jul 17, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 30,112 | 5,123 | 0.33% | 0.24% | 113 | +8,511 | 39.4% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 31,451 | 5,107 | 0.1% | 0.1% | 114 | +2,219 | 7.59% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 29,774 | 5,065 | 0.24% | 0.25% | 115 | +880 | 3.05% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | New | 29,577 | 5,032 | 0.03% | — | 116 | +29,577 | New | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | Added to | 29,543 | 5,026 | 0.32% | 0.26% | 117 | +4,693 | 18.89% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 29,215 | 4,970 | 0.47% | — | 118 | +29,215 | New | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 29,037 | 4,940 | 0.59% | 0.51% | 119 | +2,753 | 10.47% | Q2 2026 | Jul 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 28,483 | 4,850 | 0.07% | 0.08% | 120 | -4,199 | -12.85% | Q2 2026 | Jul 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 29,056 | 4,843 | 0.23% | 0.22% | 121 | +923 | 3.28% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 28,254 | 4,807 | 0.09% | 0.12% | 122 | -11,832 | -29.52% | Q2 2026 | Jul 14, 2026 |
| Colonial River Investments, LLC | History | Added to | 27,523 | 4,682 | 1.33% | 0.37% | 123 | +20,429 | 287.98% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 27,350 | 4,653 | 0.26% | 0.34% | 124 | -11,021 | -28.72% | Q2 2026 | Aug 11, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 27,188 | 4,625 | 2.54% | 2.21% | 125 | +3,728 | 15.89% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 27,128 | 4,615 | 0.09% | 0.08% | 126 | +4,018 | 17.39% | Q2 2026 | Jul 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 27,017 | 4,596 | 2.25% | 2.2% | 127 | +509 | 1.92% | Q2 2026 | Jul 29, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 26,832 | 4,565 | 1.91% | 0.59% | 128 | +17,138 | 176.79% | Q2 2026 | Aug 07, 2026 |
| ATX Financial Planning, LLC | History | Reduced | 25,433 | 4,327 | 2.86% | 2.8% | 129 | -10 | -0.04% | Q2 2026 | Aug 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,779 | 4,215 | 0.03% | 0.03% | 130 | -197 | -0.79% | Q2 2026 | Jul 20, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 24,651 | 4,194 | 0.56% | 0.19% | 131 | +16,526 | 203.4% | Q2 2026 | Jul 15, 2026 |
| Paller Financial Services Inc | History | Added to | 24,545 | 4,176 | 3.12% | 2.93% | 132 | +74 | 0.3% | Q2 2026 | Jul 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 24,342 | 4,141 | 0.34% | 0.27% | 133 | +4,718 | 24.04% | Q2 2026 | Jul 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 24,126 | 4,104 | 0.13% | 0.13% | 134 | -324 | -1.33% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,372 | 4,080 | 0.0% | 0.0% | 135 | +5,238 | 27.38% | Q2 2026 | Aug 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 23,573 | 4,010 | 0.48% | 0.44% | 136 | +414 | 1.79% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 23,559 | 4,008 | 0.04% | 0.03% | 137 | +4,387 | 22.88% | Q2 2026 | Aug 11, 2026 |
| Capital Developers, LLC | History | No change | 27,231 | 3,949 | 3.56% | 3.56% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 23,187 | 3,945 | 1.81% | 1.86% | 139 | +885 | 3.97% | Q2 2026 | Aug 13, 2026 |
| TruWealth Advisors, LLC | History | No change | 27,169 | 3,940 | 0.19% | 0.19% | 140 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 22,646 | 3,853 | 0.11% | 0.1% | 141 | -48 | -0.21% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,552 | 3,837 | 0.08% | 0.08% | 142 | -1,119 | -4.73% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 22,352 | 3,802 | 0.01% | 0.0% | 143 | +17,152 | 329.85% | Q2 2026 | Aug 13, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 22,049 | 3,751 | 2.88% | 2.97% | 144 | -713 | -3.13% | Q2 2026 | Jul 17, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 21,776 | 3,704 | 2.54% | 2.62% | 145 | +357 | 1.67% | Q2 2026 | Jul 29, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 21,736 | 3,698 | 0.42% | 0.18% | 146 | +12,510 | 135.6% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 21,571 | 3,670 | 0.09% | 0.08% | 147 | +1,106 | 5.4% | Q2 2026 | Aug 07, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 20,610 | 3,506 | 1.0% | 1.13% | 148 | -341 | -1.63% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,492 | 3,486 | 0.07% | 0.06% | 149 | -80 | -0.39% | Q2 2026 | Jul 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 20,202 | 3,437 | 0.77% | 0.74% | 150 | +34 | 0.17% | Q2 2026 | Aug 03, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 19,996 | 3,402 | 0.15% | 0.14% | 151 | -202 | -1.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 19,784 | 3,365 | 0.44% | 0.16% | 152 | +12,977 | 190.64% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | Added to | 19,527 | 3,322 | 1.49% | 0.09% | 153 | +18,248 | 1426.74% | Q2 2026 | Jul 01, 2026 |
| MATTERS CAPITAL LLC | History | No change | 19,497 | 3,317 | 2.32% | 2.51% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verde Capital Management | History | Added to | 19,445 | 3,308 | 0.61% | 0.45% | 155 | +4,782 | 32.61% | Q2 2026 | Aug 11, 2026 |
| Anson Capital, Inc. | History | Reduced | 19,395 | 3,299 | 2.15% | 2.08% | 156 | -1,551 | -7.4% | Q2 2026 | Jul 29, 2026 |
| Southland Equity Partners LLC | History | Reduced | 19,184 | 3,263 | 0.57% | 0.54% | 157 | -89 | -0.46% | Q2 2026 | Jul 13, 2026 |
| Greenline Wealth Management LLC | History | Added to | 19,148 | 3,257 | 2.68% | 3.04% | 158 | +995 | 5.48% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 18,975 | 3,228 | 0.0% | 0.0% | 159 | +2,638 | 16.15% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 18,843 | 3,206 | 0.82% | 0.76% | 160 | +1,246 | 7.08% | Q2 2026 | Jul 20, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 18,680 | 3,178 | 2.37% | 2.65% | 161 | +186 | 1.01% | Q2 2026 | Aug 07, 2026 |
| JHP Wealth Management, LLC | History | Added to | 18,289 | 3,111 | 2.55% | 1.97% | 162 | +4,068 | 28.61% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Added to | 18,117 | 3,083 | 0.0% | 0.0% | 163 | +2,093 | 13.06% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Management Inc | History | New | 17,997 | 3,062 | 1.41% | — | 164 | +17,997 | New | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 17,650 | 3,002 | 0.14% | 0.01% | 165 | +15,764 | 835.84% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,571 | 2,989 | 0.05% | 0.05% | 166 | -4,753 | -21.29% | Q2 2026 | Aug 10, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 17,566 | 2,988 | 0.14% | 0.14% | 167 | -102 | -0.58% | Q2 2026 | Jul 31, 2026 |
| Monetary Solutions, Ltd | History | Added to | 17,509 | 2,978 | 2.56% | 2.21% | 168 | +1,772 | 11.26% | Q2 2026 | Jul 23, 2026 |
| Perigon Wealth Management, LLC | History | New | 17,450 | 2,968 | 0.05% | — | 169 | +17,450 | New | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,387 | 2,958 | 0.0% | 0.0% | 170 | +1,554 | 9.81% | Q2 2026 | Aug 14, 2026 |
| Jupiter Wealth Management LLC | History | No change | 17,300 | 2,943 | 1.18% | 1.15% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,286 | 2,941 | 0.06% | 0.06% | 172 | +638 | 3.83% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Added to | 17,268 | 2,937 | 0.03% | 0.03% | 173 | +986 | 6.06% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 17,248 | 2,934 | 0.49% | 0.1% | 174 | +14,168 | 460.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,143 | 2,916 | 0.0% | 0.0% | 175 | +869 | 5.34% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Added to | 17,061 | 2,902 | 0.06% | 0.03% | 176 | +6,630 | 63.56% | Q2 2026 | Aug 14, 2026 |
| MY Wealth Management Inc. | History | Added to | 16,815 | 2,860 | 2.01% | 0.45% | 177 | +12,738 | 312.44% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | Added to | 16,775 | 2,854 | 0.14% | 0.07% | 178 | +6,414 | 61.91% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Wealth | History | New | 16,737 | 2,847 | 0.0% | — | 179 | +16,737 | New | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,612 | 2,826 | 0.06% | 0.05% | 180 | +1,172 | 7.59% | Q2 2026 | Aug 14, 2026 |
| Refined Wealth Management | History | Added to | 16,381 | 2,787 | 1.68% | 1.5% | 181 | +27 | 0.17% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | Added to | 16,308 | 2,774 | 0.01% | 0.0% | 182 | +9,578 | 142.32% | Q2 2026 | Aug 14, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 16,299 | 2,773 | 1.48% | 0.57% | 183 | +9,621 | 144.07% | Q2 2026 | Jul 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,057 | 2,731 | 0.14% | 0.13% | 184 | +1,549 | 10.68% | Q2 2026 | Jul 31, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 15,985 | 2,719 | 1.05% | 1.54% | 185 | -9,011 | -36.05% | Q2 2026 | Jul 27, 2026 |
| Certified Advisory Corp | History | Added to | 15,578 | 2,650 | 0.21% | 0.2% | 186 | +428 | 2.83% | Q2 2026 | Jul 16, 2026 |
| Sovran Advisors, LLC | History | Reduced | 17,058 | 2,647 | 0.2% | 0.23% | 187 | -1,134 | -6.23% | Q2 2026 | Jul 29, 2026 |
| JBR Co Financial Management Inc | History | Added to | 15,475 | 2,632 | 0.96% | 0.73% | 188 | +2,952 | 23.57% | Q2 2026 | Jul 09, 2026 |
| Qube Research & Technologies Ltd | History | New | 15,373 | 2,615 | 0.0% | — | 189 | +15,373 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 15,055 | 2,561 | 0.03% | 0.03% | 190 | +36 | 0.24% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 15,029 | 2,557 | 0.09% | 0.07% | 191 | +4,025 | 36.58% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,465 | 2,461 | 0.04% | 0.11% | 192 | -28,237 | -66.13% | Q2 2026 | Jul 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 14,462 | 2,460 | 0.48% | 0.22% | 193 | +8,145 | 128.94% | Q2 2026 | Jul 23, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 14,186 | 2,413 | 0.93% | 1.09% | 194 | -1,941 | -12.04% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,166 | 2,410 | 0.0% | 0.0% | 195 | +1,478 | 11.65% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | Added to | 13,726 | 2,335 | 0.08% | 0.49% | 196 | +12,535 | 1052.48% | Q2 2026 | Aug 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,574 | 2,272 | 0.06% | 0.06% | 197 | +367 | 2.78% | Q2 2026 | Jul 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,300 | 2,262 | 0.0% | 0.0% | 198 | +6,500 | 95.59% | Q2 2026 | Sep 02, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 13,125 | 2,233 | 0.25% | 0.17% | 199 | +2,166 | 19.76% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 13,024 | 2,215 | 0.03% | — | 200 | +13,024 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,395 | 2,108 | 0.03% | 0.02% | 201 | +1,908 | 18.19% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 12,300 | 2,092 | 0.41% | 0.4% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Everest Financial Group LLC | History | Added to | 11,929 | 2,029 | 0.27% | 0.04% | 203 | +10,168 | 577.4% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 11,796 | 2,007 | 0.09% | 0.09% | 204 | +282 | 2.45% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,744 | 1,998 | 0.07% | 0.06% | 205 | +268 | 2.34% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,737 | 1,996 | 0.02% | 0.02% | 206 | -1,376 | -10.49% | Q2 2026 | Jul 28, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 11,729 | 1,995 | 0.23% | 0.21% | 207 | +1,496 | 14.62% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,707 | 1,991 | 0.08% | 0.06% | 208 | +2,873 | 32.52% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 11,632 | 1,979 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 11,326 | 1,927 | 0.01% | 0.01% | 210 | -6,695 | -37.15% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,244 | 1,913 | 0.0% | — | 211 | +11,244 | New | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 10,968 | 1,866 | 0.99% | 1.06% | 212 | +416 | 3.94% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,631 | 1,806 | 0.01% | 0.0% | 213 | +6,449 | 154.21% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,565 | 1,797 | 0.0% | 0.0% | 214 | -44 | -0.41% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 10,172 | 1,730 | 0.25% | 0.25% | 215 | -620 | -5.74% | Q2 2026 | Jul 16, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 9,923 | 1,688 | 0.55% | 0.44% | 216 | +1,465 | 17.32% | Q2 2026 | Aug 12, 2026 |
| Urban Wealth Management, LLC | History | New | 9,913 | 1,686 | 1.47% | — | 217 | +9,913 | New | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Reduced | 9,777 | 1,663 | 0.0% | 0.0% | 218 | -3,291 | -25.18% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,681 | 1,647 | 0.05% | 0.05% | 219 | -866 | -8.21% | Q2 2026 | Jul 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,661 | 1,643 | 0.03% | 0.03% | 220 | +166 | 1.75% | Q2 2026 | Jul 31, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 9,536 | 1,622 | 0.74% | 0.91% | 221 | -2,856 | -23.05% | Q2 2026 | Aug 12, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 9,364 | 1,593 | 1.11% | — | 222 | +9,364 | New | Q2 2026 | Jul 24, 2026 |
| Howard Capital Management, LLC | History | Added to | 9,360 | 1,592 | 0.02% | 0.01% | 223 | +7,073 | 309.27% | Q2 2026 | Jul 28, 2026 |
| MFA Wealth Services | History | Added to | 9,328 | 1,587 | 0.95% | 0.88% | 224 | +163 | 1.78% | Q2 2026 | Jul 21, 2026 |
| Valued Retirements, Inc. | History | Added to | 9,221 | 1,568 | 1.41% | 1.22% | 225 | +578 | 6.69% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | New | 8,726 | 1,484 | 0.0% | — | 226 | +8,726 | New | Q2 2026 | Aug 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 8,657 | 1,472 | 0.81% | 0.78% | 227 | +746 | 9.43% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,606 | 1,464 | 0.0% | 0.0% | 228 | +6,871 | 396.02% | Q2 2026 | Aug 07, 2026 |
| Tactive Advisors, LLC | History | Added to | 8,574 | 1,458 | 0.36% | 0.34% | 229 | +160 | 1.9% | Q2 2026 | Jul 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 8,486 | 1,444 | 0.32% | 0.33% | 230 | -408 | -4.59% | Q2 2026 | Jul 09, 2026 |
| American Trust | History | Reduced | 8,488 | 1,444 | 0.11% | 0.11% | 231 | -3 | -0.04% | Q2 2026 | Aug 14, 2026 |
| OxenFree Capital LLC | History | Reduced | 8,923 | 1,430 | 0.66% | 0.73% | 232 | -721 | -7.48% | Q2 2026 | Jul 08, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 8,303 | 1,410 | 0.69% | 0.7% | 233 | -448 | -5.12% | Q2 2026 | Jul 08, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,211 | 1,397 | 0.44% | 0.32% | 235 | +1,888 | 29.86% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,214 | 1,397 | 0.01% | 0.01% | 234 | +304 | 3.84% | Q2 2026 | Aug 03, 2026 |
| Secure Asset Management, LLC | History | Added to | 8,170 | 1,390 | 0.19% | 0.18% | 236 | +234 | 2.95% | Q2 2026 | Jul 15, 2026 |
| Financial Freedom, LLC | History | Added to | 8,165 | 1,389 | 0.64% | 0.55% | 237 | +492 | 6.41% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Added to | 8,087 | 1,375 | 0.04% | 0.03% | 238 | +2,487 | 44.41% | Q2 2026 | Jul 15, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 7,975 | 1,356 | 0.04% | 0.02% | 239 | +2,917 | 57.67% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 7,763 | 1,320 | 0.01% | 0.01% | 240 | +938 | 13.74% | Q2 2026 | Aug 18, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 7,626 | 1,297 | 0.66% | 0.65% | 241 | +34 | 0.45% | Q2 2026 | Aug 24, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,470 | 1,270 | 0.79% | 0.77% | 242 | +47 | 0.63% | Q2 2026 | Jul 31, 2026 |
| Centerpoint Advisory Group | History | Added to | 7,324 | 1,246 | 0.79% | 0.77% | 243 | +288 | 4.09% | Q2 2026 | Jul 29, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 7,302 | 1,242 | 0.39% | 0.37% | 244 | +360 | 5.19% | Q2 2026 | Jul 14, 2026 |
| Steelhead Wealth Management LLC | History | Added to | 7,227 | 1,229 | 0.49% | 0.47% | 245 | +858 | 13.47% | Q2 2026 | Aug 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 7,122 | 1,211 | 0.3% | — | 246 | +7,122 | New | Q2 2026 | Jul 28, 2026 |
| Patten Group, Inc. | History | Added to | 7,098 | 1,207 | 0.19% | 0.18% | 247 | +149 | 2.14% | Q2 2026 | Aug 06, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,959 | 1,184 | 0.18% | 0.17% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Addison Capital Co | History | Added to | 6,924 | 1,178 | 0.19% | 0.16% | 249 | +565 | 8.89% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 6,771 | 1,152 | 0.05% | 0.05% | 250 | -859 | -11.26% | Q2 2026 | Jul 27, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 6,764 | 1,150 | 0.9% | 0.84% | 251 | +343 | 5.34% | Q2 2026 | Jul 24, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 6,758 | 1,149 | 0.28% | 0.16% | 252 | +2,707 | 66.82% | Q2 2026 | Aug 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,470 | 1,100 | 0.05% | 0.01% | 253 | +4,866 | 303.37% | Q2 2026 | Aug 10, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 6,359 | 1,081 | 0.08% | 0.07% | 254 | -291 | -4.38% | Q2 2026 | Aug 12, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 6,240 | 1,061 | 0.08% | 0.08% | 255 | -224 | -3.47% | Q2 2026 | Aug 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,207 | 1,056 | 0.1% | 0.19% | 256 | -5,818 | -48.38% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,166 | 1,049 | 0.06% | 0.07% | 257 | +10 | 0.16% | Q2 2026 | Aug 07, 2026 |
| Csenge Advisory Group | History | Added to | 6,055 | 1,030 | 0.04% | 0.03% | 258 | +1,159 | 23.67% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 6,007 | 1,021 | 0.0% | 0.0% | 259 | +729 | 13.81% | Q2 2026 | Aug 13, 2026 |
| R2 Capital Strategies, LLC | History | New | 5,913 | 1,006 | 0.46% | — | 260 | +5,913 | New | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 5,715 | 972 | 0.0% | 0.0% | 261 | -736 | -11.41% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,657 | 962 | 0.0% | 0.0% | 262 | +2,760 | 95.27% | Q2 2026 | Aug 19, 2026 |
| Brookstone Capital Management | History | Added to | 5,624 | 956 | 0.01% | 0.01% | 263 | +748 | 15.34% | Q2 2026 | Jul 15, 2026 |
| Nest Investments, LLC | History | Added to | 5,613 | 955 | 0.73% | 0.59% | 264 | +586 | 11.66% | Q2 2026 | Aug 14, 2026 |
| Grandview Asset Management LLC | History | Added to | 5,511 | 952 | 0.24% | 0.21% | 265 | +365 | 7.09% | Q2 2026 | Jul 24, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 5,467 | 930 | 0.03% | 0.04% | 266 | -323 | -5.58% | Q2 2026 | Aug 05, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 5,394 | 917 | 0.27% | 0.27% | 267 | -184 | -3.3% | Q2 2026 | Jul 07, 2026 |
| Capital Analysts, LLC | History | Added to | 5,323 | 906 | 0.02% | 0.02% | 268 | +20 | 0.38% | Q2 2026 | Aug 05, 2026 |
| Bellecapital International Ltd. | History | Added to | 5,250 | 893 | 0.14% | 0.13% | 269 | +89 | 1.72% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,181 | 881 | 0.02% | 0.02% | 270 | +953 | 22.54% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 5,113 | 869 | 0.36% | 0.36% | 271 | -50 | -0.97% | Q2 2026 | Aug 07, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 5,070 | 862 | 0.35% | 0.31% | 272 | +600 | 13.42% | Q2 2026 | Jul 10, 2026 |
| J. M. Brown & Associates Inc. | History | New | 4,920 | 837 | 0.48% | — | 273 | +4,920 | New | Q2 2026 | Jul 23, 2026 |
| CAP Partners, LLC | History | Added to | 4,910 | 835 | 0.41% | 0.33% | 274 | +921 | 23.09% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 4,803 | 817 | 0.0% | 0.0% | 275 | -80 | -1.64% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,781 | 813 | 0.0% | 0.0% | 276 | +1,106 | 30.1% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,637 | 788 | 0.0% | — | 277 | +4,637 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,621 | 786 | 0.06% | 0.03% | 278 | +2,175 | 88.92% | Q2 2026 | Jul 28, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,610 | 784 | 0.38% | 0.31% | 279 | +735 | 18.97% | Q2 2026 | Jul 22, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 4,445 | 756 | 0.08% | 0.12% | 280 | -1,153 | -20.6% | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | Added to | 4,228 | 719 | 0.13% | 0.12% | 281 | +46 | 1.1% | Q2 2026 | Jul 10, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 4,098 | 697 | 0.33% | 0.44% | 282 | -1,114 | -21.37% | Q2 2026 | Jul 24, 2026 |
| Parcion Private Wealth LLC | History | Added to | 4,020 | 684 | 0.04% | 0.04% | 283 | +60 | 1.52% | Q2 2026 | Jul 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 4,011 | 682 | 0.29% | 0.21% | 284 | +1,198 | 42.59% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 4,006 | 681 | 0.17% | 0.19% | 285 | -529 | -11.66% | Q2 2026 | Jul 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,891 | 662 | 0.03% | 0.02% | 286 | +1,751 | 81.82% | Q2 2026 | Aug 04, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,854 | 655 | 0.18% | 0.17% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,818 | 649 | 0.02% | 0.02% | 288 | -318 | -7.69% | Q2 2026 | Jul 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,797 | 646 | 0.02% | 0.02% | 289 | +191 | 5.3% | Q2 2026 | Jul 28, 2026 |
| Main Street Group, LTD | History | Added to | 3,764 | 640 | 0.15% | 0.16% | 290 | +73 | 1.98% | Q2 2026 | Jul 13, 2026 |
| E&G Advisors, LLC | History | No change | 3,675 | 625 | 0.12% | 0.12% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 3,590 | 610 | 0.16% | 0.1% | 292 | +1,292 | 56.22% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 3,486 | 593 | 0.07% | 0.08% | 293 | -1,192 | -25.48% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,479 | 591 | 0.01% | 0.01% | 294 | +480 | 16.01% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,427 | 583 | 0.0% | 0.0% | 295 | -3,827 | -52.76% | Q2 2026 | Aug 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 3,416 | 581 | 0.02% | 0.02% | 296 | +1,052 | 44.5% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,395 | 577 | 0.05% | 0.04% | 297 | +221 | 6.96% | Q2 2026 | Aug 06, 2026 |
| Faithward Advisors, LLC | History | Reduced | 3,359 | 571 | 0.07% | 0.07% | 298 | -157 | -4.47% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,355 | 570 | 0.03% | 0.02% | 299 | -424 | -11.22% | Q2 2026 | Aug 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 3,341 | 568 | 0.09% | 0.09% | 300 | +241 | 7.77% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 3,298 | 561 | 0.37% | 0.4% | 301 | +4 | 0.12% | Q2 2026 | Jul 24, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 3,280 | 558 | 0.38% | 0.21% | 303 | +1,497 | 83.96% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,366 | 558 | 0.03% | 0.04% | 302 | -350 | -9.42% | Q2 2026 | Jul 22, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 3,264 | 555 | 0.4% | 0.4% | 304 | +49 | 1.52% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,253 | 553 | 0.02% | 0.02% | 305 | +159 | 5.14% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3,244 | 551 | 0.01% | 0.01% | 306 | +1,236 | 61.55% | Q2 2026 | Jul 20, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,162 | 537 | 0.01% | 0.07% | 307 | -44,314 | -93.34% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 3,136 | 533 | 0.19% | 0.14% | 308 | +613 | 24.3% | Q2 2026 | Jul 23, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 3,119 | 530 | 0.12% | 0.1% | 309 | +200 | 6.85% | Q2 2026 | Jul 27, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,092 | 526 | 0.35% | 0.27% | 310 | -509 | -14.13% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,047 | 518 | 0.02% | 0.01% | 311 | +372 | 13.91% | Q2 2026 | Jul 17, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,027 | 515 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 2,993 | 509 | 0.35% | 0.32% | 313 | +300 | 11.14% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 3,423 | 496 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,874 | 488 | 0.0% | 0.0% | 316 | -715 | -19.92% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,874 | 488 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | New | 2,827 | 481 | 0.02% | — | 317 | +2,827 | New | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,746 | 467 | 0.0% | 0.0% | 318 | +1,346 | 96.14% | Q2 2026 | Aug 06, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 2,709 | 460 | 0.29% | 0.32% | 319 | -1,192 | -30.56% | Q2 2026 | Aug 06, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 2,663 | 453 | 0.41% | 0.33% | 320 | +337 | 14.49% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,591 | 440 | 0.0% | 0.0% | 321 | -203 | -7.27% | Q2 2026 | Aug 11, 2026 |
| Capital Square, LLC | History | Added to | 2,677 | 432 | 0.19% | 0.18% | 322 | +244 | 10.03% | Q2 2026 | Aug 12, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 2,710 | 425 | 0.14% | 0.15% | 323 | -24 | -0.88% | Q2 2026 | Jul 21, 2026 |
| TCP Asset Management, LLC | History | No change | 2,491 | 423 | 0.05% | 0.05% | 324 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mission Financial Group, LLC | History | New | 2,475 | 421 | 0.35% | — | 325 | +2,475 | New | Q2 2026 | Aug 12, 2026 |
| Veridan Wealth LLC | History | Reduced | 2,456 | 417 | 0.14% | 0.13% | 326 | -20 | -0.81% | Q2 2026 | Aug 10, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,377 | 404 | 0.3% | 0.33% | 327 | -328 | -12.13% | Q2 2026 | Jul 22, 2026 |
| Goldstone Financial Group, LLC | History | No change | 2,314 | 393 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,297 | 390 | 0.21% | — | 329 | +2,297 | New | Q2 2026 | Aug 13, 2026 |
| Madison Wealth Partners, Inc | History | New | 2,273 | 386 | 0.05% | — | 330 | +2,273 | New | Q2 2026 | Aug 12, 2026 |
| TFB Advisors LLC | History | New | 2,232 | 379 | 0.17% | — | 331 | +2,232 | New | Q2 2026 | Aug 06, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 2,217 | 377 | 0.22% | 0.2% | 332 | +8 | 0.36% | Q2 2026 | Jul 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 2,593 | 376 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,209 | 375 | 0.0% | 0.0% | 334 | +35 | 1.61% | Q2 2026 | Aug 07, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,196 | 373 | 0.01% | 0.01% | 335 | +35 | 1.62% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,192 | 372 | 0.0% | — | 336 | +2,192 | New | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 2,184 | 371 | 0.02% | 0.04% | 337 | -2,294 | -51.23% | Q2 2026 | Jul 20, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 2,173 | 369 | 0.05% | — | 339 | +2,173 | New | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,170 | 369 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,125 | 361 | 0.04% | 0.04% | 340 | -5 | -0.23% | Q2 2026 | Aug 10, 2026 |
| OneAscent Wealth Management LLC | History | New | 2,095 | 356 | 0.11% | — | 341 | +2,095 | New | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,391 | 346 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,030 | 345 | 0.01% | 0.0% | 343 | +1 | 0.05% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,025 | 344 | 0.0% | 0.0% | 344 | +712 | 54.23% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 1,992 | 338 | 0.02% | 0.02% | 345 | -12 | -0.6% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,945 | 330 | 0.04% | 0.03% | 346 | +229 | 13.34% | Q2 2026 | Jul 09, 2026 |
| Wealth Management Nebraska | History | Reduced | 1,883 | 320 | 0.03% | 0.03% | 347 | -71 | -3.63% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,864 | 317 | 0.0% | 0.0% | 348 | -558 | -23.04% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,854 | 315 | 0.0% | — | 349 | +1,854 | New | Q2 2026 | Jul 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,840 | 313 | 0.08% | 0.08% | 350 | +90 | 5.14% | Q2 2026 | Jul 30, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | Reduced | 1,824 | 310 | 0.27% | 0.3% | 351 | -386 | -17.47% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 1,822 | 310 | 0.02% | 0.02% | 352 | +101 | 5.87% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,818 | 309 | 0.03% | 0.03% | 353 | +69 | 3.95% | Q2 2026 | Jul 29, 2026 |
| Stenger Family Office, LLC | History | Added to | 1,813 | 308 | 0.05% | 0.05% | 354 | +2 | 0.11% | Q2 2026 | Jul 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 1,800 | 306 | 0.14% | 0.12% | 355 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RVW Wealth, LLC | History | No change | 1,789 | 304 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,783 | 303 | 0.01% | — | 357 | +1,783 | New | Q2 2026 | Aug 11, 2026 |
| APS Management Group, Inc. | History | Added to | 1,775 | 302 | 0.23% | 0.19% | 358 | +255 | 16.78% | Q2 2026 | Jul 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 1,753 | 298 | 0.06% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kelly Financial Services LLC | History | Reduced | 1,742 | 296 | 0.06% | 0.07% | 360 | -190 | -9.83% | Q2 2026 | Jul 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,730 | 294 | 0.05% | 0.05% | 361 | -151 | -8.03% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 1,726 | 293 | 0.01% | 0.03% | 362 | -2,240 | -56.48% | Q2 2026 | Jul 22, 2026 |
| NICOLET BANKSHARES INC | History | New | 1,783 | 293 | 0.01% | — | 363 | +1,783 | New | Q2 2026 | Aug 11, 2026 |
| Fermata Advisors, LLC | History | Reduced | 1,717 | 292 | 0.06% | 0.06% | 365 | -36 | -2.05% | Q2 2026 | Jul 07, 2026 |
| StoneX Group Inc. | History | Added to | 1,722 | 292 | 0.01% | 0.01% | 364 | +17 | 1.0% | Q2 2026 | Aug 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 1,700 | 289 | 0.08% | 0.12% | 366 | -700 | -29.17% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 1,694 | 288 | 0.0% | — | 367 | +1,694 | New | Q2 2026 | Aug 14, 2026 |
| Englebert Financial Advisers, LLC | History | New | 1,686 | 286 | 0.28% | — | 368 | +1,686 | New | Q2 2026 | Jul 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 1,657 | 281 | 0.01% | — | 369 | +1,657 | New | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | New | 1,627 | 277 | 0.04% | — | 370 | +1,627 | New | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,602 | 272 | 0.0% | 0.0% | 371 | -23 | -1.42% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 1,600 | 272 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TBH Global Asset Management, LLC | History | New | 1,598 | 271 | 0.05% | — | 373 | +1,598 | New | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | New | 1,589 | 270 | 0.0% | — | 374 | +1,589 | New | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | New | 1,575 | 268 | 0.0% | — | 375 | +1,575 | New | Q2 2026 | Aug 13, 2026 |
| Unified Investment Management | History | No change | 1,565 | 266 | 0.25% | 0.23% | 376 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 1,660 | 259 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,508 | 256 | 0.0% | 0.0% | 378 | +84 | 5.9% | Q2 2026 | Aug 06, 2026 |
| One Charles Private Wealth Services, LLC | History | New | 1,504 | 255 | 0.06% | — | 379 | +1,504 | New | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,497 | 254 | 0.01% | 0.01% | 380 | -37 | -2.41% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,471 | 250 | 0.0% | 0.0% | 381 | +1 | 0.07% | Q2 2026 | Aug 06, 2026 |
| Blom & Howell Financial Planning, Inc. | History | New | 1,466 | 249 | 0.21% | — | 382 | +1,466 | New | Q2 2026 | Aug 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,441 | 245 | 0.01% | 0.0% | 383 | +2 | 0.14% | Q2 2026 | Jul 08, 2026 |
| National Philanthropic Trust | History | No change | 1,433 | 243 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | New | 1,419 | 241 | 0.12% | — | 386 | +1,419 | New | Q2 2026 | Jul 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,420 | 241 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 1,408 | 239 | 0.02% | — | 387 | +1,408 | New | Q2 2026 | Jul 13, 2026 |
| Nuveen, LLC | History | New | 1,392 | 236 | 0.0% | — | 388 | +1,392 | New | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,383 | 235 | 0.0% | 0.01% | 389 | -2,508 | -64.46% | Q2 2026 | Aug 12, 2026 |
| Optivise Advisory Services LLC | History | No change | 1,384 | 235 | 0.12% | 0.12% | 390 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 1,386 | 235 | 0.09% | 0.09% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 1,436 | 233 | 0.08% | 0.09% | 392 | -25 | -1.71% | Q2 2026 | Aug 13, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 1,351 | 229 | 0.03% | 0.02% | 393 | -122 | -8.28% | Q2 2026 | Jul 21, 2026 |
| Schrum Private Wealth Management LLC | History | New | 2,000 | 227 | 0.23% | — | 394 | +2,000 | New | Q2 2026 | Aug 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | New | 1,328 | 225 | 0.0% | — | 395 | +1,328 | New | Q2 2026 | Aug 07, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | New | 1,321 | 224 | 0.12% | — | 397 | +1,321 | New | Q2 2026 | Aug 05, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 1,321 | 224 | 0.12% | 0.13% | 396 | -99 | -6.97% | Q2 2026 | Jul 13, 2026 |
| Stokes Family Office, LLC | History | New | 1,300 | 221 | 0.03% | — | 398 | +1,300 | New | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | New | 1,298 | 220 | 0.01% | — | 399 | +1,298 | New | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,313 | 219 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signet Private Wealth LLC | History | New | 1,273 | 216 | 0.17% | — | 401 | +1,273 | New | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,267 | 215 | 0.0% | 0.01% | 402 | -5,913 | -82.35% | Q2 2026 | Aug 14, 2026 |
| Granite Harbor Advisors, Inc. | History | New | 1,247 | 212 | 0.08% | — | 403 | +1,247 | New | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | Added to | 1,234 | 209 | 0.04% | 0.0% | 404 | +1,224 | 12240.0% | Q2 2026 | Aug 04, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 1,221 | 208 | 0.12% | 0.12% | 405 | -6,858 | -84.89% | Q2 2026 | Aug 20, 2026 |
| United Advisor Group, LLC | History | New | 1,213 | 206 | 0.02% | — | 407 | +1,213 | New | Q2 2026 | Jul 29, 2026 |
| XY Planning Network, Inc. | History | New | 1,212 | 206 | 0.03% | — | 406 | +1,212 | New | Q2 2026 | Jul 14, 2026 |
| LEE DANNER & BASS INC | History | New | 1,200 | 204 | 0.01% | — | 408 | +1,200 | New | Q2 2026 | Jul 21, 2026 |
| D'Orazio & Associates, Inc. | History | New | 1,200 | 204 | 0.02% | — | 409 | +1,200 | New | Q2 2026 | Jul 28, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 1,187 | 201 | 0.04% | — | 411 | +1,187 | New | Q2 2026 | Aug 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 1,184 | 201 | 0.01% | — | 410 | +1,184 | New | Q2 2026 | Jul 23, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,089 | 185 | 0.06% | 0.06% | 412 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,087 | 184 | 0.01% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 934 | 158 | 0.0% | 0.0% | 414 | +1 | 0.11% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 925 | 157 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 800 | 136 | 0.1% | 0.1% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Mountain Advisors LLC | History | New | 764 | 129 | 0.01% | — | 417 | +764 | New | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 757 | 128 | 0.0% | 0.0% | 418 | +316 | 71.66% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 608 | 103 | 0.0% | 0.0% | 419 | -9 | -1.46% | Q2 2026 | Aug 12, 2026 |
| Boreal Capital Management LLC | History | New | 600 | 102 | 0.08% | — | 420 | +600 | New | Q2 2026 | Aug 13, 2026 |
| Brooklyn FI, LLC | History | New | 612 | 98 | 0.02% | — | 421 | +612 | New | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 568 | 96 | 0.0% | 0.0% | 423 | -581 | -50.57% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 568 | 96 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 558 | 94 | 0.03% | 0.04% | 424 | -14 | -2.45% | Q2 2026 | Jul 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 524 | 89 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 505 | 85 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 484 | 82 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 476 | 80 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strive Financial Group ,LLC | History | No change | 475 | 80 | 0.03% | 0.04% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 465 | 79 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 446 | 75 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 430 | 73 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 425 | 72 | 0.0% | 0.0% | 433 | -186 | -30.44% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 348 | 59 | 0.03% | 0.02% | 435 | +31 | 9.78% | Q2 2026 | Jul 30, 2026 |
| City State Bank | History | No change | 350 | 59 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tidemark, LLC | History | New | 343 | 58 | 0.01% | — | 436 | +343 | New | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 337 | 57 | 0.0% | 0.0% | 437 | +146 | 76.44% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 338 | 57 | 0.0% | 0.0% | 438 | +8 | 2.42% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | New | 325 | 55 | 0.0% | — | 439 | +325 | New | Q2 2026 | Jul 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 317 | 53 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 317 | 53 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dunhill Financial, LLC | History | No change | 302 | 51 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 265 | 45 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 228 | 38 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 216 | 36 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 220 | 36 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 206 | 35 | 0.0% | — | 447 | +206 | New | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | New | 202 | 34 | 0.02% | — | 449 | +202 | New | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 204 | 34 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 193 | 32 | 0.01% | — | 451 | +193 | New | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 191 | 32 | 0.0% | 0.0% | 450 | -161 | -45.74% | Q2 2026 | Aug 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 178 | 30 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | New | 205 | 29 | 0.02% | — | 453 | +205 | New | Q2 2026 | Sep 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 167 | 28 | 0.02% | 0.02% | 454 | -1 | -0.6% | Q2 2026 | Aug 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 161 | 27 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 151 | 25 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | Reduced | 136 | 23 | 0.0% | 0.0% | 458 | -40 | -22.73% | Q2 2026 | Jul 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 138 | 23 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 131 | 22 | 0.0% | 0.0% | 459 | +1 | 0.77% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | Reduced | 129 | 21 | 0.0% | 0.01% | 460 | -86 | -40.0% | Q2 2026 | Jul 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 122 | 20 | 0.0% | 0.0% | 461 | +22 | 22.0% | Q2 2026 | Jul 23, 2026 |
| Register Financial Advisors LLC | History | No change | 107 | 18 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 101 | 17 | 0.0% | — | 465 | +101 | New | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 100 | 17 | 0.01% | — | 466 | +100 | New | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 106 | 17 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NFSG Corp | History | No change | 102 | 17 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 95 | 16 | 0.01% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 83 | 14 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 83 | 14 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kingdom Financial Group LLC. | History | New | 81 | 13 | 0.0% | — | 470 | +81 | New | Q2 2026 | Aug 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 87 | 12 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 65 | 11 | 0.0% | 0.0% | 472 | +10 | 18.18% | Q2 2026 | Aug 06, 2026 |
| Networth Advisors, LLC | History | Added to | 69 | 11 | 0.01% | 0.01% | 473 | +2 | 2.99% | Q2 2026 | Jul 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 61 | 10 | 0.0% | 0.0% | 474 | +31 | 103.33% | Q2 2026 | Aug 06, 2026 |
| HOWE & RUSLING INC | History | No change | 47 | 7 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | No change | 44 | 7 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 41 | 6 | 0.0% | — | 479 | +41 | New | Q2 2026 | Jul 23, 2026 |
| First Pacific Financial | History | New | 36 | 6 | 0.0% | — | 478 | +36 | New | Q2 2026 | Jul 20, 2026 |
| Key Capital Management, INC | History | Added to | 36 | 6 | 0.0% | 0.0% | 477 | +24 | 200.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 30 | 5 | 0.0% | — | 481 | +30 | New | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 34 | 5 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colonial Trust Co / SC | History | Reduced | 29 | 4 | 0.0% | 0.0% | 483 | -4 | -12.12% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 26 | 4 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 485 | -30 | -63.83% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 15 | 2 | 0.0% | — | 487 | +15 | New | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NVWM, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.44% | — | -181,804 | -100.0% | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -19,230 | -100.0% | Q2 2026 | Jul 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,882 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.05% | — | -13,830 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,729 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,408 | -100.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,803 | -100.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.3% | — | -3,513 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Envision Financial Transparency, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -2,226 | -100.0% | Q2 2026 | Aug 21, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,159 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,894 | -100.0% | Q2 2026 | Jul 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,794 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,746 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,518 | -100.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Closed out | 0 | 0 | — | 0.01% | — | -185 | -100.0% | Q2 2026 | Jul 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q2 2026 | Jul 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |