INVESCO EXCHANGE-TRADED FUND TRUST - XSMO
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 | 2,543,390 | 238,137 | 0.05% | 0.05% | 1 | +282,448 | 12.49% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,064,849 | 193,367 | 0.23% | 0.21% | 2 | +184,078 | 9.79% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,785,627 | 167,188 | 0.04% | 0.03% | 3 | +69,188 | 4.03% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,695,098 | 158,712 | 0.04% | 0.03% | 4 | +573,126 | 51.08% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,132,140 | 106,002 | 0.01% | 0.0% | 5 | +225,926 | 24.93% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 928,275 | 86,914 | 0.01% | 0.01% | 6 | +87,966 | 10.47% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 927,946 | 86,883 | 0.08% | 0.07% | 7 | +57,853 | 6.65% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 826,186 | 77,355 | 0.0% | 0.0% | 8 | +351,487 | 74.04% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 723,942 | 67,782 | 0.04% | 0.03% | 9 | +114,293 | 18.75% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 554,308 | 51,899 | 0.63% | 0.48% | 10 | +165,030 | 42.39% | Q2 2026 | Jul 22, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 527,440 | 49,384 | 6.29% | 5.72% | 11 | +7,187 | 1.38% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 525,103 | 47,836 | 0.02% | 0.01% | 12 | +136,142 | 35.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 369,711 | 34,616 | 0.08% | 0.05% | 13 | +98,426 | 36.28% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 438,442 | 33,330 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 333,599 | 31,234 | 0.14% | 0.03% | 15 | +237,672 | 247.76% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 312,119 | 29,223 | 0.03% | 0.02% | 16 | +33,574 | 12.05% | Q2 2026 | Aug 05, 2026 |
| River Wealth Advisors LLC | History | Reduced | 309,168 | 28,947 | 3.03% | 2.74% | 17 | -5,022 | -1.6% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 265,499 | 24,859 | 0.05% | — | 18 | +265,499 | New | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 263,205 | 24,644 | 0.02% | 0.02% | 19 | +7,373 | 2.88% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 220,755 | 20,669 | 0.64% | 0.61% | 20 | -1,258 | -0.57% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 213,161 | 19,958 | 0.03% | 0.04% | 21 | -30,686 | -12.58% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 210,637 | 19,721 | 0.23% | 0.29% | 22 | -6,528 | -3.01% | Q2 2026 | Aug 13, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 198,166 | 18,554 | 2.77% | 2.52% | 23 | -4,335 | -2.14% | Q2 2026 | Jul 16, 2026 |
| Markowski Investments | History | New | 195,594 | 18,313 | 4.03% | — | 24 | +195,594 | New | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | Reduced | 179,445 | 16,801 | 9.49% | 9.58% | 25 | -8,174 | -4.36% | Q2 2026 | Jul 28, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 178,992 | 16,759 | 6.53% | 6.12% | 26 | -5,304 | -2.88% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 175,245 | 16,408 | 0.74% | 0.57% | 27 | +22,823 | 14.97% | Q2 2026 | Jul 20, 2026 |
| Seros Financial, LLC | History | Added to | 174,671 | 16,354 | 8.52% | 6.06% | 28 | +49,397 | 39.43% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 162,027 | 15,170 | 0.03% | 0.02% | 29 | +56,627 | 53.73% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 161,854 | 15,154 | 0.02% | 0.02% | 30 | -25,810 | -13.75% | Q2 2026 | Jul 29, 2026 |
| Financial Partners Group, Inc | History | Added to | 151,054 | 14,143 | 1.44% | 1.36% | 31 | +1,816 | 1.22% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 142,592 | 13,350 | 0.41% | 0.39% | 32 | -4,743 | -3.22% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 135,692 | 12,704 | 0.48% | — | 33 | +135,692 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 130,561 | 12,224 | 0.19% | 0.16% | 34 | +17,578 | 15.56% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 122,014 | 11,424 | 0.05% | 0.05% | 35 | +1,468 | 1.22% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 120,337 | 11,267 | 0.06% | 0.05% | 36 | -8,427 | -6.54% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | New | 120,231 | 11,257 | 0.24% | — | 37 | +120,231 | New | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 111,950 | 10,481 | 0.0% | 0.0% | 38 | +30,950 | 38.21% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 111,491 | 10,439 | 0.0% | 0.0% | 39 | -32,423 | -22.53% | Q2 2026 | Aug 14, 2026 |
| Integrated Capital Management, LLC | History | Added to | 111,269 | 10,418 | 3.75% | 3.55% | 40 | +607 | 0.55% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | Reduced | 110,840 | 10,377 | 0.3% | 0.26% | 41 | -1,619 | -1.44% | Q2 2026 | Aug 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 110,675 | 10,362 | 2.97% | 2.64% | 42 | +2,528 | 2.34% | Q2 2026 | Jul 29, 2026 |
| Family Investment Center, Inc. | History | Added to | 110,454 | 10,341 | 1.72% | 1.52% | 43 | +6,292 | 6.04% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,945 | 10,333 | 0.02% | 0.02% | 44 | -14,028 | -10.79% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 105,608 | 9,888 | 0.12% | 0.11% | 45 | +3,390 | 3.32% | Q2 2026 | Aug 18, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 100,205 | 9,382 | 2.42% | 2.34% | 46 | -1,599 | -1.57% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 99,037 | 9,272 | 0.01% | 0.01% | 47 | +3,469 | 3.63% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 95,481 | 8,939 | 0.14% | 0.12% | 48 | +955 | 1.01% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 92,868 | 8,695 | 0.21% | 0.19% | 49 | +241 | 0.26% | Q2 2026 | Aug 13, 2026 |
| EPG Wealth Management LLC | History | Added to | 90,058 | 8,432 | 2.02% | 1.83% | 50 | +1,171 | 1.32% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,404 | 7,902 | 0.04% | 0.03% | 51 | -239 | -0.28% | Q2 2026 | Aug 13, 2026 |
| Prostatis Group LLC | History | Added to | 79,618 | 7,454 | 1.74% | 1.49% | 52 | +2,836 | 3.69% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Reduced | 78,204 | 7,322 | 0.61% | 0.76% | 53 | -21,225 | -21.35% | Q2 2026 | Jul 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 77,443 | 7,250 | 0.71% | 0.59% | 54 | +7,667 | 10.99% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 74,319 | 6,958 | 0.14% | 0.12% | 55 | +7,422 | 11.09% | Q2 2026 | Aug 06, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 77,279 | 6,742 | 3.5% | 4.01% | 56 | -5,338 | -6.46% | Q2 2026 | Aug 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 71,208 | 6,667 | 0.38% | 0.38% | 57 | -6,614 | -8.5% | Q2 2026 | Jul 15, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 70,247 | 6,577 | 3.1% | — | 58 | +70,247 | New | Q2 2026 | Sep 02, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 69,658 | 6,522 | 1.11% | 1.03% | 59 | +521 | 0.75% | Q2 2026 | Jul 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 66,006 | 6,180 | 0.3% | 0.25% | 60 | +10,232 | 18.35% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | Added to | 63,961 | 5,988 | 0.4% | 0.31% | 61 | +1,675 | 2.69% | Q2 2026 | Jul 20, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 63,567 | 5,951 | 1.88% | 1.65% | 62 | +1,574 | 2.54% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 62,457 | 5,847 | 0.03% | 0.02% | 63 | +20,892 | 50.26% | Q2 2026 | Aug 18, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 61,072 | 5,718 | 1.71% | 1.63% | 64 | +1,543 | 2.59% | Q2 2026 | Jul 14, 2026 |
| Atria Investments, Inc | History | Reduced | 59,425 | 5,563 | 0.06% | 0.05% | 65 | -3,393 | -5.4% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 57,221 | 5,357 | 0.0% | 0.0% | 66 | +906 | 1.61% | Q2 2026 | Aug 03, 2026 |
| Nvest Financial, LLC | History | Added to | 55,243 | 5,172 | 1.64% | 1.53% | 67 | +1,327 | 2.46% | Q2 2026 | Jul 30, 2026 |
| VectorGlobal IAG, Inc. | History | No change | 65,393 | 4,971 | 1.29% | 1.29% | 68 | 0 | 0.0% | Q1 2026 | Jun 30, 2026 |
| Retirement Planning Group, LLC | History | New | 51,051 | 4,779 | 0.12% | — | 69 | +51,051 | New | Q2 2026 | Aug 05, 2026 |
| ArborFi Advisors, LLC | History | Added to | 50,403 | 4,719 | 3.42% | 2.33% | 70 | +12,901 | 34.4% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 48,500 | 4,541 | 0.04% | 0.04% | 71 | -2,005 | -3.97% | Q2 2026 | Aug 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 47,309 | 4,429 | 0.3% | 0.26% | 72 | +1,267 | 2.75% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 46,421 | 4,346 | 0.07% | 0.17% | 73 | -76,686 | -62.29% | Q2 2026 | Jul 15, 2026 |
| Financial Freedom, LLC | History | Reduced | 45,532 | 4,263 | 1.96% | 1.73% | 74 | -194 | -0.42% | Q2 2026 | Aug 05, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 43,016 | 4,027 | 1.8% | 1.64% | 75 | +3,541 | 8.97% | Q2 2026 | Aug 13, 2026 |
| Marmo Financial Group, LLC | History | No change | 52,782 | 4,012 | 1.99% | 1.99% | 76 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Noble Wealth Management PBC | History | Added to | 42,652 | 3,993 | 1.79% | 1.51% | 77 | +3,133 | 7.93% | Q2 2026 | Jul 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 41,603 | 3,895 | 1.37% | 0.1% | 78 | +38,444 | 1216.97% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 41,188 | 3,800 | 0.46% | — | 79 | +41,188 | New | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 40,436 | 3,786 | 0.12% | 0.03% | 80 | +30,449 | 304.89% | Q2 2026 | Jul 31, 2026 |
| JBR Co Financial Management Inc | History | Added to | 39,904 | 3,736 | 1.36% | 0.91% | 81 | +9,694 | 32.09% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | Added to | 36,585 | 3,425 | 0.02% | 0.01% | 82 | +3,219 | 9.65% | Q2 2026 | Aug 03, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 35,405 | 3,314 | 0.37% | 0.1% | 83 | +25,418 | 254.51% | Q2 2026 | Jul 31, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 35,367 | 3,311 | 0.83% | 0.73% | 84 | +1,742 | 5.18% | Q2 2026 | Jul 16, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 34,553 | 3,235 | 0.84% | 0.79% | 85 | +1,451 | 4.38% | Q2 2026 | Jul 28, 2026 |
| Apollon Financial, LLC | History | Added to | 34,428 | 3,223 | 0.38% | 0.33% | 86 | +3,092 | 9.87% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 34,144 | 3,196 | 0.02% | 0.02% | 87 | +393 | 1.16% | Q2 2026 | Sep 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,111 | 3,193 | 0.01% | 0.01% | 88 | +15,072 | 79.16% | Q2 2026 | Jul 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 33,843 | 3,168 | 1.74% | 1.43% | 89 | +4,741 | 16.29% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 33,069 | 3,096 | 0.02% | 0.01% | 90 | +7,933 | 31.56% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 32,901 | 3,080 | 0.16% | 0.11% | 91 | +2,730 | 9.05% | Q2 2026 | Jul 16, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 32,096 | 3,005 | 1.87% | 1.79% | 92 | -883 | -2.68% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 31,278 | 2,928 | 0.36% | 0.33% | 93 | -525 | -1.65% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 31,122 | 2,913 | 0.01% | 0.01% | 94 | +8,578 | 38.05% | Q2 2026 | Aug 12, 2026 |
| New Insight Wealth Advisors | History | Added to | 30,300 | 2,836 | 0.84% | 0.76% | 95 | +2,404 | 8.62% | Q2 2026 | Jul 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,830 | 2,793 | 0.19% | 0.18% | 96 | +622 | 2.13% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 29,468 | 2,759 | 0.37% | 0.33% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 12,839 | 2,732 | 3.29% | — | 98 | +12,839 | New | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,043 | 2,625 | 0.1% | 0.08% | 99 | +2,883 | 11.46% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,978 | 2,619 | 0.0% | 0.0% | 100 | +13,107 | 88.14% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | Added to | 27,218 | 2,548 | 2.09% | 1.97% | 101 | +4,763 | 21.21% | Q2 2026 | Jul 23, 2026 |
| Concorde Asset Management, LLC | History | Added to | 27,167 | 2,543 | 1.47% | 0.72% | 102 | +7,941 | 41.3% | Q2 2026 | Aug 18, 2026 |
| Sowell Financial Services LLC | History | Added to | 26,233 | 2,456 | 0.08% | 0.05% | 103 | +7,785 | 42.2% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,826 | 2,418 | 0.01% | 0.01% | 104 | +302 | 1.18% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 25,659 | 2,402 | 0.03% | 0.03% | 105 | -40 | -0.16% | Q2 2026 | Aug 04, 2026 |
| Colonial River Investments, LLC | History | Added to | 25,547 | 2,391 | 0.68% | 0.38% | 106 | +11,473 | 81.52% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | Added to | 25,411 | 2,379 | 0.01% | 0.0% | 107 | +17,213 | 209.97% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,849 | 2,326 | 0.97% | 0.95% | 108 | -1,307 | -5.0% | Q2 2026 | Aug 14, 2026 |
| Providence First Trust Co | History | Added to | 24,806 | 2,322 | 0.65% | 0.59% | 109 | +2,601 | 11.71% | Q2 2026 | Jul 27, 2026 |
| Carolina Wealth Management Inc | History | New | 24,700 | 2,312 | 1.06% | — | 110 | +24,700 | New | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | Added to | 24,577 | 2,301 | 0.07% | 0.05% | 111 | +4,064 | 19.81% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 24,136 | 2,259 | 0.01% | 0.02% | 112 | -19,649 | -44.88% | Q2 2026 | Aug 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,889 | 2,143 | 0.09% | 0.08% | 113 | -86 | -0.37% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 22,499 | 2,106 | 0.74% | 0.68% | 114 | +57 | 0.25% | Q2 2026 | Jul 23, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 22,473 | 2,104 | 0.2% | — | 115 | +22,473 | New | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Added to | 22,454 | 2,102 | 0.47% | 0.42% | 116 | +1,502 | 7.17% | Q2 2026 | Jul 10, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 22,443 | 2,101 | 1.16% | 1.2% | 117 | -1,858 | -7.65% | Q2 2026 | Jul 13, 2026 |
| Aldebaran Financial Inc. | History | Added to | 22,216 | 2,080 | 1.69% | 1.4% | 118 | +2,763 | 14.2% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 22,162 | 2,075 | 0.02% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 22,030 | 2,062 | 0.02% | 0.02% | 120 | -1,538 | -6.53% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 23,374 | 2,061 | 0.04% | 0.05% | 121 | -1,818 | -7.22% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,559 | 2,018 | 0.06% | 0.05% | 122 | +363 | 1.71% | Q2 2026 | Jul 07, 2026 |
| Sigma Planning Corp | History | Added to | 21,174 | 1,982 | 0.05% | 0.04% | 123 | +1,832 | 9.47% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,359 | 1,906 | 0.04% | 0.01% | 124 | +15,918 | 358.43% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 20,296 | 1,900 | 0.17% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 19,714 | 1,845 | 0.31% | 0.08% | 126 | +15,173 | 334.13% | Q2 2026 | Jul 28, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 19,639 | 1,838 | 1.01% | 0.87% | 127 | +2,599 | 15.25% | Q2 2026 | Jul 09, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 19,191 | 1,796 | 1.25% | 1.26% | 128 | -969 | -4.81% | Q2 2026 | Jul 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 17,774 | 1,664 | 0.01% | 0.01% | 129 | +2,379 | 15.45% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,518 | 1,640 | 0.0% | 0.0% | 130 | -17,901 | -50.54% | Q2 2026 | Aug 14, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 17,299 | 1,619 | 0.79% | 0.72% | 131 | +833 | 5.06% | Q2 2026 | Jul 29, 2026 |
| Kendall Capital Management | History | No change | 17,000 | 1,591 | 0.27% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,953 | 1,587 | 0.04% | 0.03% | 133 | +3,351 | 24.64% | Q2 2026 | Aug 14, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 16,232 | 1,519 | 1.5% | 1.12% | 134 | +3,322 | 25.73% | Q2 2026 | Jul 22, 2026 |
| Vise Technologies, Inc. | History | Reduced | 16,158 | 1,512 | 0.02% | 0.03% | 135 | -2,682 | -14.24% | Q2 2026 | Aug 10, 2026 |
| Anson Capital, Inc. | History | Reduced | 15,925 | 1,491 | 0.97% | 0.86% | 136 | -625 | -3.78% | Q2 2026 | Jul 29, 2026 |
| SFI Advisors, LLC | History | Reduced | 15,838 | 1,482 | 1.28% | 1.28% | 137 | -176 | -1.1% | Q2 2026 | Jul 27, 2026 |
| Inscription Capital, LLC | History | Added to | 15,572 | 1,458 | 0.13% | 0.12% | 138 | +1,121 | 7.76% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 14,983 | 1,402 | 0.02% | 0.04% | 139 | -59 | -0.39% | Q2 2026 | Jul 21, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 14,615 | 1,368 | 0.63% | 0.91% | 140 | -9,101 | -38.37% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 14,549 | 1,362 | 0.04% | 0.04% | 141 | +717 | 5.18% | Q2 2026 | Jul 31, 2026 |
| Oxinas Partners, LLC | History | Reduced | 14,432 | 1,351 | 0.53% | 0.54% | 142 | -1,256 | -8.01% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,343 | 1,342 | 0.0% | 0.0% | 143 | +51 | 0.36% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,074 | 1,317 | 0.07% | 0.06% | 144 | +65 | 0.46% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Added to | 14,060 | 1,316 | 0.0% | 0.0% | 145 | +1,060 | 8.15% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 13,543 | 1,268 | 0.04% | 0.04% | 146 | +208 | 1.56% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Reduced | 13,031 | 1,220 | 0.15% | 0.14% | 147 | -507 | -3.75% | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,955 | 1,212 | 0.01% | 0.01% | 148 | -1,164 | -8.24% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 12,876 | 1,205 | 0.0% | 0.01% | 149 | +104 | 0.81% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,678 | 1,187 | 0.54% | 0.5% | 150 | +330 | 2.67% | Q2 2026 | Jul 30, 2026 |
| BNB Wealth Management, LLC | History | Added to | 12,569 | 1,176 | 0.64% | 0.19% | 151 | +8,695 | 224.45% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,555 | 1,175 | 0.07% | 0.04% | 152 | +6,013 | 91.91% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 12,535 | 1,173 | 0.02% | 0.02% | 153 | +1,736 | 16.08% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | Added to | 12,315 | 1,153 | 0.0% | 0.0% | 154 | +2,081 | 20.33% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 12,224 | 1,144 | 0.41% | 0.38% | 155 | +683 | 5.92% | Q2 2026 | Aug 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 12,071 | 1,130 | 0.21% | 0.2% | 156 | +301 | 2.56% | Q2 2026 | Aug 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,895 | 1,113 | 0.02% | 0.02% | 157 | -1,122 | -8.62% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,866 | 1,111 | 0.0% | 0.0% | 158 | +10,716 | 931.83% | Q2 2026 | Aug 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 12,748 | 1,108 | 0.08% | 0.09% | 159 | -213 | -1.64% | Q2 2026 | Jul 29, 2026 |
| Independent Advisor Alliance | History | Reduced | 11,720 | 1,097 | 0.03% | 0.07% | 160 | -75,821 | -86.61% | Q2 2026 | Aug 12, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,603 | 1,086 | 0.85% | 0.76% | 161 | +559 | 5.06% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,422 | 1,069 | 0.02% | 0.02% | 162 | -1,028 | -8.26% | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 11,351 | 1,062 | 0.71% | 0.78% | 163 | -797 | -6.56% | Q2 2026 | Jul 24, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 11,153 | 1,044 | 0.12% | 0.13% | 164 | -839 | -7.0% | Q2 2026 | Jul 21, 2026 |
| Southland Equity Partners LLC | History | Reduced | 11,107 | 1,039 | 0.18% | 0.16% | 165 | -2 | -0.02% | Q2 2026 | Jul 13, 2026 |
| Peterson Wealth Services | History | Added to | 11,090 | 1,038 | 0.23% | 0.18% | 166 | +1,439 | 14.91% | Q2 2026 | Jul 27, 2026 |
| CPWA, LLC | History | Reduced | 10,732 | 1,004 | 1.17% | 1.12% | 167 | -22 | -0.2% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,705 | 999 | 0.05% | 0.03% | 168 | +1,878 | 21.28% | Q2 2026 | Aug 20, 2026 |
| Alchemi Wealth, LLC | History | Added to | 10,670 | 999 | 0.47% | 0.43% | 169 | +438 | 4.28% | Q2 2026 | Jul 29, 2026 |
| TAGStone Capital, Inc. | History | Added to | 10,476 | 980 | 0.31% | 0.14% | 170 | +5,280 | 101.62% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,442 | 977 | 0.01% | 0.01% | 171 | +1,123 | 12.05% | Q2 2026 | Aug 12, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 10,457 | 960 | 0.17% | 0.18% | 172 | -730 | -6.53% | Q2 2026 | Jul 02, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,057 | 941 | 0.0% | 0.0% | 173 | -1,355 | -11.87% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,686 | 906 | 0.02% | 0.02% | 174 | -3,691 | -27.59% | Q2 2026 | Aug 13, 2026 |
| Bellecapital International Ltd. | History | No change | 9,545 | 893 | 0.14% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 9,348 | 875 | 0.0% | — | 177 | +9,348 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 9,355 | 875 | 0.0% | 0.0% | 176 | -582 | -5.86% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,049 | 847 | 0.0% | 0.0% | 178 | -542 | -5.65% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 8,909 | 834 | 0.07% | 0.08% | 179 | -2,530 | -22.12% | Q2 2026 | Jul 16, 2026 |
| Investmark Advisory Group LLC | History | Added to | 8,896 | 832 | 0.32% | 0.26% | 180 | +915 | 11.46% | Q2 2026 | Aug 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,745 | 818 | 0.16% | 0.16% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9,247 | 816 | 0.1% | 0.11% | 182 | +129 | 1.41% | Q2 2026 | Jul 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 8,710 | 815 | 0.01% | 0.01% | 183 | -392 | -4.31% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,616 | 806 | 0.02% | 0.01% | 184 | +771 | 9.83% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,366 | 783 | 0.0% | 0.0% | 185 | +1,873 | 28.85% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 8,292 | 776 | 0.0% | 0.0% | 186 | +1,376 | 19.9% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | Added to | 8,170 | 765 | 0.02% | 0.02% | 187 | +652 | 8.67% | Q2 2026 | Aug 05, 2026 |
| Global View Capital Management LLC | History | New | 8,103 | 758 | 0.16% | — | 188 | +8,103 | New | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,984 | 747 | 0.05% | 0.04% | 189 | +753 | 10.41% | Q2 2026 | Jul 27, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,671 | 718 | 0.09% | 0.06% | 190 | +2,879 | 60.08% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,643 | 716 | 0.03% | 0.03% | 191 | -278 | -3.51% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | New | 7,625 | 713 | 0.02% | — | 192 | +7,625 | New | Q2 2026 | Aug 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 7,610 | 712 | 0.92% | 0.87% | 193 | -36 | -0.47% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 7,463 | 698 | 0.07% | 0.05% | 194 | +1,014 | 15.72% | Q2 2026 | Jul 24, 2026 |
| Index Technologies Group LLC | History | Added to | 7,414 | 694 | 0.55% | 0.58% | 195 | +407 | 5.81% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 7,304 | 683 | 0.0% | 0.02% | 196 | -214,106 | -96.7% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 7,070 | 661 | 0.0% | 0.0% | 197 | +4 | 0.06% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,874 | 643 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 6,800 | 636 | 0.47% | 0.48% | 199 | +127 | 1.9% | Q2 2026 | Aug 14, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 7,222 | 633 | 0.21% | 0.21% | 200 | -259 | -3.46% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,650 | 622 | 0.03% | 0.01% | 201 | +3,626 | 119.91% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 6,576 | 615 | 0.09% | — | 202 | +6,576 | New | Q2 2026 | Aug 10, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 6,317 | 591 | 0.34% | 0.22% | 203 | +2,331 | 58.48% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,019 | 563 | 0.01% | 0.0% | 204 | +380 | 6.74% | Q2 2026 | Aug 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 6,001 | 561 | 0.02% | 0.03% | 205 | -4,316 | -41.83% | Q2 2026 | Jul 02, 2026 |
| Intrua Financial, LLC | History | Added to | 5,990 | 560 | 0.05% | 0.04% | 206 | +999 | 20.02% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,678 | 531 | 0.01% | 0.01% | 207 | +873 | 18.17% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,636 | 527 | 0.0% | 0.0% | 208 | +1,213 | 27.42% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,303 | 496 | 0.03% | 0.03% | 209 | -676 | -11.31% | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,259 | 492 | 0.02% | 0.02% | 210 | +1,787 | 51.47% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | New | 5,220 | 488 | 0.0% | — | 211 | +5,220 | New | Q2 2026 | Aug 06, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,187 | 485 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,962 | 464 | 0.01% | 0.01% | 213 | -22 | -0.44% | Q2 2026 | Jul 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,922 | 460 | 0.01% | 0.01% | 214 | -569 | -10.36% | Q2 2026 | Aug 14, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 4,674 | 437 | 0.26% | 0.23% | 215 | -20 | -0.43% | Q2 2026 | Jul 28, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 4,650 | 436 | 0.22% | 0.22% | 216 | -164 | -3.41% | Q2 2026 | Aug 24, 2026 |
| AlphaStar Capital Management, LLC | History | New | 4,532 | 424 | 0.03% | — | 217 | +4,532 | New | Q2 2026 | Jul 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 4,396 | 411 | 0.15% | 0.15% | 218 | -436 | -9.02% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | Reduced | 4,853 | 403 | 0.01% | 0.01% | 219 | -86 | -1.74% | Q2 2026 | Aug 13, 2026 |
| Sankala Group LLC | History | Added to | 4,473 | 392 | 0.26% | 0.18% | 220 | +1,513 | 51.11% | Q2 2026 | Aug 18, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 4,085 | 382 | 0.04% | 0.03% | 221 | +59 | 1.47% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | Added to | 4,067 | 380 | 0.0% | 0.0% | 222 | +3,730 | 1106.82% | Q2 2026 | Aug 07, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 4,291 | 375 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 3,999 | 374 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Wealth Management LLC | History | New | 3,940 | 368 | 0.11% | — | 225 | +3,940 | New | Q2 2026 | Aug 11, 2026 |
| JHP Wealth Management, LLC | History | New | 3,882 | 363 | 0.3% | — | 226 | +3,882 | New | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | Reduced | 3,838 | 359 | 0.0% | 0.0% | 227 | -170 | -4.24% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,835 | 359 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,821 | 357 | 0.0% | — | 229 | +3,821 | New | Q2 2026 | Aug 19, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 3,785 | 354 | 0.23% | 0.2% | 230 | -111 | -2.85% | Q2 2026 | Jul 24, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 3,760 | 352 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | Reduced | 3,716 | 348 | 0.0% | 0.0% | 232 | -2,559 | -40.78% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,705 | 346 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,680 | 344 | 0.0% | 0.01% | 234 | -2,203 | -37.45% | Q2 2026 | Aug 12, 2026 |
| Northstar Financial Companies, Inc. | History | New | 3,659 | 342 | 0.23% | — | 235 | +3,659 | New | Q2 2026 | Aug 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 3,626 | 339 | 0.06% | — | 236 | +3,626 | New | Q2 2026 | Aug 10, 2026 |
| Capital Square, LLC | History | Added to | 3,719 | 331 | 0.15% | 0.14% | 238 | +217 | 6.2% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,545 | 331 | 0.03% | 0.03% | 237 | -133 | -3.62% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 3,507 | 328 | 0.01% | — | 239 | +3,507 | New | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 3,466 | 324 | 0.01% | — | 241 | +3,466 | New | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,468 | 324 | 0.0% | 0.0% | 240 | -130 | -3.61% | Q2 2026 | Aug 11, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,577 | 317 | 0.13% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 3,324 | 311 | 0.13% | 0.12% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | New | 3,275 | 306 | 0.01% | — | 244 | +3,275 | New | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,168 | 296 | 0.0% | — | 245 | +3,168 | New | Q2 2026 | Jul 14, 2026 |
| NATIXIS | History | New | 3,164 | 294 | 0.0% | — | 246 | +3,164 | New | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,110 | 291 | 0.03% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | New | 3,080 | 288 | 0.0% | — | 248 | +3,080 | New | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | New | 2,996 | 280 | 0.01% | — | 249 | +2,996 | New | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,939 | 275 | 0.0% | 0.0% | 250 | -15,149 | -83.75% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,907 | 272 | 0.0% | 0.0% | 251 | +55 | 1.93% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,905 | 271 | 0.0% | 0.0% | 253 | -194 | -6.26% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | Added to | 2,896 | 271 | 0.0% | 0.0% | 252 | +73 | 2.59% | Q2 2026 | Aug 27, 2026 |
| TruWealth Advisors, LLC | History | No change | 3,532 | 268 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,778 | 260 | 0.0% | 0.0% | 255 | -1,069 | -27.79% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 2,781 | 260 | 0.05% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NESTEGG ADVISORS, INC. | History | New | 2,740 | 256 | 0.18% | — | 257 | +2,740 | New | Q2 2026 | Jul 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,713 | 253 | 0.0% | — | 258 | +2,713 | New | Q2 2026 | Aug 03, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 2,702 | 252 | 0.12% | — | 260 | +2,702 | New | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,695 | 252 | 0.0% | — | 259 | +2,695 | New | Q2 2026 | Aug 07, 2026 |
| American Trust | History | New | 2,527 | 236 | 0.02% | — | 261 | +2,527 | New | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | New | 2,506 | 234 | 0.01% | — | 262 | +2,506 | New | Q2 2026 | Jul 31, 2026 |
| MY Wealth Management Inc. | History | New | 2,453 | 229 | 0.16% | — | 263 | +2,453 | New | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | New | 2,447 | 229 | 0.04% | — | 264 | +2,447 | New | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | New | 2,380 | 222 | 0.0% | — | 265 | +2,380 | New | Q2 2026 | Jul 24, 2026 |
| Urban Wealth Management, LLC | History | New | 2,346 | 219 | 0.19% | — | 266 | +2,346 | New | Q2 2026 | Jul 23, 2026 |
| ADG Wealth Management Group, LLC | History | Reduced | 2,317 | 216 | 0.14% | 0.16% | 268 | -801 | -25.69% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 2,317 | 216 | 0.12% | 0.12% | 267 | -5 | -0.22% | Q2 2026 | Aug 10, 2026 |
| Guardian Asset Advisors, LLC | History | New | 2,222 | 208 | 0.1% | — | 270 | +2,222 | New | Q2 2026 | Jul 21, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,337 | 208 | 0.07% | 0.09% | 269 | -595 | -20.29% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | New | 2,149 | 201 | 0.04% | — | 271 | +2,149 | New | Q2 2026 | Aug 04, 2026 |
| Everest Financial Group LLC | History | New | 2,137 | 200 | 0.03% | — | 272 | +2,137 | New | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,125 | 195 | 0.0% | 0.0% | 273 | +963 | 82.87% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,753 | 164 | 0.0% | 0.0% | 274 | -307 | -14.9% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,705 | 159 | 0.04% | — | 275 | +1,705 | New | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,693 | 158 | 0.0% | 0.0% | 276 | +2 | 0.12% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Added to | 1,623 | 151 | 0.0% | 0.0% | 277 | +94 | 6.15% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,606 | 150 | 0.0% | 0.02% | 278 | -6,356 | -79.83% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,531 | 143 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,526 | 142 | 0.01% | 0.01% | 280 | +74 | 5.1% | Q2 2026 | Jul 28, 2026 |
| Sage Mountain Advisors LLC | History | New | 1,382 | 129 | 0.01% | — | 281 | +1,382 | New | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,208 | 113 | 0.01% | 0.0% | 282 | +533 | 78.96% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,142 | 106 | 0.0% | 0.0% | 283 | +465 | 68.69% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,131 | 105 | 0.03% | 0.02% | 284 | +569 | 101.25% | Q2 2026 | Jul 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,045 | 97 | 0.03% | 0.03% | 285 | +1 | 0.1% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 742 | 69 | 0.0% | 0.0% | 286 | -82 | -9.95% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 711 | 66 | 0.05% | 0.04% | 287 | +118 | 19.9% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 680 | 63 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Added to | 640 | 59 | 0.0% | 0.0% | 289 | +585 | 1063.64% | Q2 2026 | Jul 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 610 | 57 | 0.0% | 0.0% | 290 | +1 | 0.16% | Q2 2026 | Sep 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 56 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 535 | 50 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | New | 471 | 44 | 0.03% | — | 293 | +471 | New | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 435 | 40 | 0.0% | 0.0% | 294 | +117 | 36.79% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 425 | 39 | 0.02% | 0.01% | 295 | +160 | 60.38% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 383 | 35 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 343 | 32 | 0.0% | 0.0% | 297 | +125 | 57.34% | Q2 2026 | Jul 22, 2026 |
| Asset Dedication, LLC | History | New | 339 | 31 | 0.0% | — | 299 | +339 | New | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 340 | 31 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 274 | 25 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |