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 | 2,260,942 | 171,876 | 0.05% | 0.04% | 1 | +89,427 | 4.12% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,880,771 | 142,875 | 0.21% | 0.18% | 2 | +150,090 | 8.67% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,716,439 | 130,483 | 0.03% | 0.03% | 3 | +85,649 | 5.25% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,121,972 | 85,292 | 0.03% | 0.03% | 4 | -109,796 | -8.91% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 906,214 | 68,890 | 0.0% | 0.0% | 5 | -36,488 | -3.87% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 870,093 | 66,144 | 0.07% | 0.06% | 6 | +59,526 | 7.34% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 840,309 | 63,880 | 0.01% | 0.01% | 7 | +5,081 | 0.61% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 609,649 | 46,345 | 0.03% | 0.03% | 8 | +28,005 | 4.81% | Q1 2026 | May 07, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 520,253 | 39,549 | 5.72% | 4.9% | 9 | +29,366 | 5.98% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 474,699 | 36,086 | 0.0% | 0.0% | 10 | +68,961 | 17.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 438,442 | 33,330 | 0.09% | 0.08% | 11 | +24,914 | 6.02% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 389,278 | 29,592 | 0.48% | 0.48% | 12 | +4,347 | 1.13% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 388,961 | 29,172 | 0.01% | 0.01% | 13 | +94,709 | 32.19% | Q1 2026 | May 15, 2026 |
| River Wealth Advisors LLC | History | Reduced | 314,190 | 23,884 | 2.74% | 2.88% | 14 | -42,439 | -11.9% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 278,545 | 21,175 | 0.02% | 0.02% | 15 | +55,379 | 24.82% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 271,285 | 20,623 | 0.05% | 0.04% | 16 | +86,395 | 46.73% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 255,832 | 19,448 | 0.02% | 0.02% | 17 | +776 | 0.3% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 243,847 | 18,537 | 0.04% | 0.03% | 18 | +7,503 | 3.17% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Added to | 222,013 | 16,877 | 0.61% | 0.53% | 19 | +11,755 | 5.59% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 221,410 | 16,831 | 0.02% | 0.02% | 20 | +30,663 | 16.08% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 217,165 | 16,713 | 0.29% | 0.3% | 21 | -7,832 | -3.48% | Q1 2026 | May 14, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 202,501 | 15,394 | 2.52% | 2.41% | 22 | +2,849 | 1.43% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 187,664 | 14,266 | 0.02% | 0.02% | 23 | +30,313 | 19.26% | Q1 2026 | Apr 27, 2026 |
| Clark Wealth Partners | History | Reduced | 187,619 | 14,262 | 9.58% | 9.69% | 24 | -33,191 | -15.03% | Q1 2026 | May 11, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 184,296 | 14,010 | 6.12% | 5.47% | 25 | +9,768 | 5.6% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 152,422 | 11,730 | 0.57% | 0.47% | 26 | +24,757 | 19.39% | Q1 2026 | Apr 27, 2026 |
| Financial Partners Group, Inc | History | New | 149,238 | 11,345 | 1.36% | — | 27 | +149,238 | New | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 147,335 | 11,200 | 0.39% | 0.42% | 28 | -16,773 | -10.22% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 143,914 | 10,940 | 0.0% | 0.0% | 29 | +35,899 | 33.24% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 129,973 | 10,104 | 0.02% | 0.04% | 30 | -305,353 | -70.14% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 128,764 | 9,788 | 0.05% | 0.06% | 31 | -17,090 | -11.72% | Q1 2026 | Apr 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 112,459 | 9,697 | 0.26% | 0.35% | 32 | -142 | -0.13% | Q1 2026 | May 14, 2026 |
| Seros Financial, LLC | History | Added to | 125,274 | 9,523 | 6.06% | 3.3% | 33 | +47,101 | 60.25% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Added to | 123,107 | 9,358 | 0.17% | 0.13% | 34 | +29,890 | 32.06% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 120,546 | 9,163 | 0.05% | 0.04% | 35 | -20,090 | -14.29% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 112,983 | 8,589 | 0.16% | 0.15% | 36 | +4,206 | 3.87% | Q1 2026 | May 11, 2026 |
| Integrated Capital Management, LLC | History | Added to | 110,662 | 8,412 | 3.55% | 3.28% | 37 | +4,817 | 4.55% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 105,400 | 8,012 | 0.02% | 0.03% | 38 | -45,787 | -30.29% | Q1 2026 | May 04, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 108,147 | 7,947 | 2.64% | 2.49% | 39 | +3,287 | 3.13% | Q1 2026 | Apr 27, 2026 |
| Family Investment Center, Inc. | History | New | 104,162 | 7,918 | 1.52% | — | 40 | +104,162 | New | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 102,218 | 7,770 | 0.11% | 0.11% | 41 | -4,449 | -4.17% | Q1 2026 | May 12, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 101,804 | 7,739 | 2.34% | 2.2% | 42 | -1,339 | -1.3% | Q1 2026 | Apr 17, 2026 |
| Cooper Financial Group | History | Added to | 99,429 | 7,558 | 0.76% | 0.76% | 43 | +485 | 0.49% | Q1 2026 | Apr 07, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 82,617 | 7,297 | 4.01% | 3.57% | 44 | -2,837 | -3.32% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 95,927 | 7,292 | 0.03% | 0.03% | 45 | -4,928 | -4.89% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,568 | 7,265 | 0.01% | 0.01% | 46 | +4,668 | 5.14% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 94,526 | 7,185 | 0.12% | 0.13% | 47 | -16 | -0.02% | Q1 2026 | May 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 92,627 | 7,041 | 0.19% | 0.17% | 48 | +1,677 | 1.84% | Q1 2026 | May 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 88,887 | 6,757 | 1.83% | 1.72% | 49 | +226 | 0.25% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 87,541 | 6,654 | 0.07% | 0.02% | 50 | +77,670 | 786.85% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 84,643 | 6,434 | 0.03% | 0.04% | 51 | -7,731 | -8.37% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 81,000 | 6,157 | 0.0% | 0.01% | 52 | -180,000 | -68.97% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 77,822 | 5,916 | 0.38% | 0.07% | 53 | +63,667 | 449.78% | Q1 2026 | Apr 15, 2026 |
| Prostatis Group LLC | History | Added to | 76,782 | 5,836 | 1.49% | 1.31% | 54 | +310 | 0.41% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 69,776 | 5,304 | 0.59% | 0.51% | 55 | +7,017 | 11.18% | Q1 2026 | Apr 15, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 69,137 | 5,255 | 1.03% | 0.99% | 56 | +4,065 | 6.25% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 62,286 | 5,148 | 0.31% | 0.3% | 57 | -2,376 | -3.67% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 66,897 | 5,085 | 0.12% | 0.11% | 58 | +1,798 | 2.76% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 62,818 | 4,775 | 0.05% | 0.06% | 59 | -12,591 | -16.7% | Q1 2026 | May 05, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 61,993 | 4,712 | 1.65% | 1.24% | 60 | +14,285 | 29.94% | Q1 2026 | May 05, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 59,529 | 4,525 | 1.63% | 1.59% | 61 | +962 | 1.64% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 56,315 | 4,281 | 0.0% | 0.0% | 62 | +887 | 1.6% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 55,774 | 4,239 | 0.25% | 0.21% | 63 | +5,532 | 11.01% | Q1 2026 | May 12, 2026 |
| Nvest Financial, LLC | History | New | 53,916 | 4,098 | 1.53% | — | 64 | +53,916 | New | Q1 2026 | Apr 28, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 52,782 | 4,012 | 1.99% | 1.89% | 65 | -2,815 | -5.06% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 50,505 | 3,839 | 0.04% | 0.04% | 66 | +2,187 | 4.53% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 46,042 | 3,500 | 0.26% | 0.26% | 67 | +1,822 | 4.12% | Q1 2026 | Apr 30, 2026 |
| Financial Freedom, LLC | History | Reduced | 45,726 | 3,476 | 1.73% | 1.66% | 68 | -628 | -1.35% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,565 | 3,159 | 0.02% | 0.02% | 69 | +6,741 | 19.36% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,785 | 3,155 | 0.02% | 0.01% | 70 | +25,786 | 143.26% | Q1 2026 | May 15, 2026 |
| Noble Wealth Management PBC | History | Added to | 39,519 | 3,004 | 1.51% | 1.35% | 71 | +2,260 | 6.07% | Q1 2026 | Apr 02, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 39,475 | 3,000 | 1.64% | 1.57% | 72 | -5,382 | -12.0% | Q1 2026 | May 11, 2026 |
| ArborFi Advisors, LLC | History | Added to | 37,502 | 2,850 | 2.33% | 2.0% | 73 | +3,356 | 9.83% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 35,419 | 2,692 | 0.0% | — | 74 | +35,419 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 33,751 | 2,565 | 0.02% | 0.03% | 75 | -387 | -1.13% | Q1 2026 | May 15, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 33,625 | 2,556 | 0.73% | 0.62% | 76 | +2,581 | 8.31% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 33,366 | 2,536 | 0.01% | 0.0% | 77 | +31,318 | 1529.2% | Q1 2026 | May 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 33,102 | 2,516 | 0.79% | 0.73% | 78 | +223 | 0.68% | Q1 2026 | May 19, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 32,979 | 2,507 | 1.79% | 1.67% | 79 | +1,796 | 5.76% | Q1 2026 | May 19, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 31,803 | 2,417 | 0.33% | 0.31% | 80 | +621 | 1.99% | Q1 2026 | Apr 23, 2026 |
| Apollon Financial, LLC | History | Added to | 31,336 | 2,382 | 0.33% | 0.28% | 81 | +4,727 | 17.76% | Q1 2026 | Apr 22, 2026 |
| New Millennium Group LLC | History | No change | 32,135 | 2,314 | 1.0% | 1.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Reduced | 30,171 | 2,293 | 0.11% | 0.11% | 83 | -69 | -0.23% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,208 | 2,220 | 0.18% | 0.16% | 84 | +615 | 2.15% | Q1 2026 | May 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 29,102 | 2,212 | 1.43% | 1.3% | 85 | +3,698 | 14.56% | Q1 2026 | May 08, 2026 |
| JBR Co Financial Management Inc | History | No change | 30,210 | 2,175 | 0.91% | 0.91% | 86 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,192 | 2,143 | 0.05% | 0.03% | 87 | +9,185 | 57.38% | Q1 2026 | May 04, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 29,468 | 2,121 | 0.31% | 0.31% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | No change | 27,896 | 2,120 | 0.76% | 0.72% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 26,156 | 1,988 | 0.95% | 0.99% | 90 | -1,110 | -4.07% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 25,699 | 1,953 | 0.03% | 0.03% | 91 | +860 | 3.46% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,524 | 1,940 | 0.01% | 0.02% | 92 | -983 | -3.71% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 25,160 | 1,912 | 0.08% | 0.08% | 93 | +1,678 | 7.15% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,136 | 1,910 | 0.01% | 0.01% | 94 | +10,915 | 76.75% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 24,301 | 1,847 | 1.2% | 2.12% | 95 | -18,584 | -43.33% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 23,716 | 1,802 | 0.91% | 0.96% | 96 | +1,086 | 4.8% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,568 | 1,791 | 0.02% | 0.03% | 97 | -3,578 | -13.18% | Q1 2026 | Apr 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 22,975 | 1,746 | 0.08% | 0.09% | 98 | -2,619 | -10.23% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,544 | 1,713 | 0.01% | 0.02% | 99 | -60,300 | -72.79% | Q1 2026 | Jun 02, 2026 |
| Greenline Wealth Management LLC | History | Added to | 22,455 | 1,707 | 1.97% | 1.67% | 100 | +35 | 0.16% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 22,442 | 1,706 | 0.68% | 0.64% | 101 | +664 | 3.05% | Q1 2026 | May 01, 2026 |
| Providence First Trust Co | History | Reduced | 22,205 | 1,688 | 0.59% | 0.66% | 102 | -4,197 | -15.9% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 22,162 | 1,684 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,196 | 1,611 | 0.05% | 0.05% | 104 | +662 | 3.22% | Q1 2026 | Apr 08, 2026 |
| Accel Wealth Management | History | Added to | 20,952 | 1,592 | 0.42% | 0.41% | 105 | +326 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Argent Trust Co | History | Added to | 20,513 | 1,559 | 0.05% | 0.04% | 106 | +4,231 | 25.99% | Q1 2026 | May 13, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 20,296 | 1,542 | 0.16% | 0.16% | 107 | -250 | -1.22% | Q1 2026 | May 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 20,160 | 1,532 | 1.26% | 1.15% | 108 | +510 | 2.6% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 21,020 | 1,513 | 1.29% | 1.29% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aldebaran Financial Inc. | History | Added to | 19,453 | 1,478 | 1.4% | 1.15% | 110 | +2,514 | 14.84% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 19,342 | 1,470 | 0.04% | 0.04% | 111 | +1,140 | 6.26% | Q1 2026 | May 04, 2026 |
| Concorde Asset Management, LLC | History | New | 19,226 | 1,461 | 0.72% | — | 112 | +19,226 | New | Q1 2026 | Jun 01, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 17,040 | 1,449 | 0.87% | 0.68% | 113 | +2,874 | 20.29% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,039 | 1,447 | 0.01% | 0.0% | 114 | +3,976 | 26.4% | Q1 2026 | Apr 30, 2026 |
| Vantage Financial Partners, LLC | History | No change | 20,077 | 1,445 | 0.29% | 0.29% | 115 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 18,448 | 1,402 | 0.05% | 0.04% | 116 | +3,461 | 23.09% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 18,088 | 1,375 | 0.0% | 0.0% | 117 | +15,298 | 548.32% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 18,840 | 1,356 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kendall Capital Management | History | No change | 17,000 | 1,292 | 0.26% | 0.26% | 119 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Anson Capital, Inc. | History | Reduced | 16,550 | 1,258 | 0.86% | 0.87% | 120 | -43 | -0.26% | Q1 2026 | May 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 16,466 | 1,251 | 0.72% | 0.66% | 121 | +301 | 1.86% | Q1 2026 | May 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 16,014 | 1,217 | 1.28% | 1.19% | 122 | -9,784 | -37.93% | Q1 2026 | May 05, 2026 |
| Oxinas Partners, LLC | History | Added to | 15,688 | 1,192 | 0.54% | 0.54% | 123 | +107 | 0.69% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,395 | 1,170 | 0.01% | 0.12% | 124 | -218,878 | -93.43% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 14,009 | 1,149 | 0.06% | — | 125 | +14,009 | New | Q1 2026 | Apr 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,042 | 1,143 | 0.04% | 0.02% | 126 | +1,406 | 10.31% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,871 | 1,130 | 0.0% | — | 127 | +14,871 | New | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,961 | 1,124 | 0.09% | 0.08% | 128 | +541 | 4.36% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | Added to | 14,451 | 1,098 | 0.12% | 0.11% | 129 | +23 | 0.16% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,292 | 1,086 | 0.0% | — | 130 | +14,292 | New | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,119 | 1,073 | 0.01% | 0.01% | 131 | -12,708 | -47.37% | Q1 2026 | May 08, 2026 |
| Colonial River Investments, LLC | History | Added to | 14,074 | 1,069 | 0.38% | 0.26% | 132 | +4,109 | 41.23% | Q1 2026 | Apr 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 13,832 | 1,051 | 0.04% | 0.07% | 133 | -13,643 | -49.66% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 13,602 | 1,034 | 0.03% | 0.02% | 134 | +1,326 | 10.8% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 14,304 | 1,030 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Breakwater Capital Group | History | Reduced | 13,538 | 1,029 | 0.14% | 0.14% | 136 | -150 | -1.1% | Q1 2026 | Apr 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,377 | 1,016 | 0.02% | 0.02% | 137 | +2,053 | 18.13% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,335 | 1,013 | 0.04% | 0.04% | 138 | -4 | -0.03% | Q1 2026 | May 19, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,017 | 989 | 0.02% | 0.02% | 139 | +234 | 1.83% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 13,000 | 988 | 0.0% | 0.0% | 140 | -17,543 | -57.44% | Q1 2026 | May 05, 2026 |
| Englebert Financial Advisers, LLC | History | New | 12,910 | 981 | 1.12% | — | 141 | +12,910 | New | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 12,772 | 970 | 0.01% | 0.0% | 142 | +3,114 | 32.24% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,450 | 946 | 0.02% | 0.02% | 143 | -261 | -2.05% | Q1 2026 | May 14, 2026 |
| CPWA, LLC | History | New | 10,754 | 941 | 1.12% | — | 144 | +10,754 | New | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12,348 | 938 | 0.5% | 0.45% | 145 | +946 | 8.3% | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 11,187 | 924 | 0.18% | 0.17% | 146 | -586 | -4.98% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 12,148 | 923 | 0.78% | 0.75% | 147 | +182 | 1.52% | Q1 2026 | Apr 17, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 11,992 | 911 | 0.13% | 0.11% | 148 | +651 | 5.74% | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 11,770 | 894 | 0.2% | — | 149 | +11,770 | New | Q1 2026 | May 05, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 11,541 | 877 | 0.38% | 0.39% | 150 | -742 | -6.04% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 11,439 | 869 | 0.08% | 0.08% | 151 | +451 | 4.1% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,412 | 867 | 0.0% | 0.0% | 152 | +5,186 | 83.3% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Reduced | 11,109 | 844 | 0.16% | 0.16% | 153 | -75 | -0.67% | Q1 2026 | Apr 14, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 11,044 | 839 | 0.76% | 0.77% | 154 | +1,450 | 15.11% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 10,799 | 820 | 0.02% | 0.02% | 155 | +206 | 1.94% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 9,118 | 805 | 0.11% | — | 156 | +9,118 | New | Q1 2026 | May 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,317 | 784 | 0.03% | 0.03% | 157 | +1,959 | 23.44% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Reduced | 10,234 | 778 | 0.0% | 0.0% | 158 | -1,976 | -16.18% | Q1 2026 | May 15, 2026 |
| Alchemi Wealth, LLC | History | Added to | 10,232 | 777 | 0.43% | 0.37% | 159 | +860 | 9.18% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,987 | 759 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 9,987 | 759 | 0.1% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 9,937 | 755 | 0.0% | 0.0% | 162 | +6,062 | 156.44% | Q1 2026 | May 12, 2026 |
| Peterson Wealth Services | History | Added to | 9,651 | 733 | 0.18% | 0.15% | 163 | +1,383 | 16.73% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,591 | 729 | 0.0% | 0.0% | 164 | -48 | -0.5% | Q1 2026 | May 15, 2026 |
| Bellecapital International Ltd. | History | New | 9,545 | 725 | 0.13% | — | 165 | +9,545 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,319 | 708 | 0.01% | 0.01% | 166 | +907 | 10.78% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,102 | 691 | 0.01% | 0.01% | 167 | -168 | -1.81% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,840 | 672 | 0.03% | 0.03% | 168 | +624 | 7.59% | Q1 2026 | Apr 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,827 | 671 | 0.03% | 0.02% | 169 | +2,438 | 38.16% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 8,745 | 664 | 0.16% | — | 170 | +8,745 | New | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 8,198 | 623 | 0.0% | 0.0% | 171 | +108 | 1.33% | Q1 2026 | May 15, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,981 | 606 | 0.26% | 0.23% | 172 | +401 | 5.29% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,962 | 605 | 0.02% | — | 173 | +7,962 | New | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,921 | 602 | 0.03% | 0.03% | 174 | +42 | 0.53% | Q1 2026 | May 18, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,845 | 596 | 0.01% | 0.01% | 175 | +305 | 4.05% | Q1 2026 | May 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 7,646 | 581 | 0.87% | 0.86% | 176 | -274 | -3.46% | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | Added to | 7,518 | 571 | 0.02% | 0.01% | 177 | +3,275 | 77.19% | Q1 2026 | May 14, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 7,481 | 568 | 0.21% | 0.2% | 178 | -433 | -5.47% | Q1 2026 | Apr 09, 2026 |
| Sonoma Allocations LLC | History | New | 7,232 | 566 | 0.2% | — | 179 | +7,232 | New | Q1 2026 | May 19, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,231 | 549 | 0.04% | 0.03% | 180 | +2,443 | 51.02% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 7,066 | 537 | 0.0% | 0.0% | 181 | -277 | -3.77% | Q1 2026 | May 14, 2026 |
| Index Technologies Group LLC | History | Reduced | 7,007 | 532 | 0.58% | 0.56% | 182 | -457 | -6.12% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 6,916 | 525 | 0.0% | 0.0% | 183 | +2,509 | 56.93% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,874 | 522 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valtrion Capital Management, LLC | History | Reduced | 6,673 | 507 | 0.48% | 0.49% | 185 | -149 | -2.18% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 6,542 | 497 | 0.04% | 0.04% | 186 | -170 | -2.53% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,493 | 493 | 0.0% | 0.0% | 187 | +936 | 16.84% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 6,449 | 490 | 0.05% | 0.11% | 188 | -7,970 | -55.27% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Reduced | 6,275 | 477 | 0.0% | 0.0% | 189 | -10,088 | -61.65% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,979 | 454 | 0.03% | 0.03% | 190 | +858 | 16.75% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,883 | 447 | 0.01% | 0.01% | 191 | +63 | 1.08% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,639 | 428 | 0.0% | 0.0% | 192 | -255 | -4.33% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,491 | 417 | 0.01% | 0.01% | 193 | +475 | 9.47% | Q1 2026 | May 01, 2026 |
| TAGStone Capital, Inc. | History | Added to | 5,196 | 395 | 0.14% | 0.11% | 194 | +1,161 | 28.77% | Q1 2026 | May 11, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,187 | 394 | 0.05% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 4,541 | 389 | 0.08% | — | 196 | +4,541 | New | Q1 2026 | Apr 28, 2026 |
| Intrua Financial, LLC | History | Added to | 4,991 | 379 | 0.04% | 0.03% | 197 | +1,037 | 26.23% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,984 | 378 | 0.01% | 0.01% | 198 | -30 | -0.6% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Reduced | 4,939 | 375 | 0.01% | 0.01% | 199 | -571 | -10.36% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 4,882 | 371 | 0.01% | — | 200 | +4,882 | New | Q1 2026 | May 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 4,832 | 367 | 0.15% | 0.14% | 201 | +3 | 0.06% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,805 | 365 | 0.01% | 0.01% | 202 | -32 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Madison Wealth Partners, Inc | History | New | 4,792 | 364 | 0.06% | — | 203 | +4,792 | New | Q1 2026 | Apr 30, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Reduced | 4,694 | 356 | 0.23% | 0.21% | 204 | -63 | -1.32% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,441 | 337 | 0.01% | 0.01% | 205 | +705 | 18.87% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,423 | 336 | 0.0% | 0.0% | 206 | -102 | -2.25% | Q1 2026 | May 08, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 4,291 | 326 | 0.11% | 0.12% | 207 | +3 | 0.07% | Q1 2026 | Apr 21, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,577 | 311 | 0.14% | 0.13% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 4,026 | 306 | 0.03% | 0.09% | 209 | -9,165 | -69.48% | Q1 2026 | Apr 15, 2026 |
| BROWN ADVISORY INC | History | No change | 4,008 | 304 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 3,999 | 304 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 3,986 | 303 | 0.22% | — | 212 | +3,986 | New | Q1 2026 | Apr 29, 2026 |
| Capital Square, LLC | History | Added to | 3,502 | 301 | 0.14% | 0.11% | 213 | +561 | 19.08% | Q1 2026 | May 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 3,896 | 296 | 0.2% | 0.19% | 214 | +262 | 7.21% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,875 | 294 | 0.0% | — | 215 | +3,875 | New | Q1 2026 | May 12, 2026 |
| BNB Wealth Management, LLC | History | New | 3,874 | 294 | 0.19% | — | 216 | +3,874 | New | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,847 | 292 | 0.0% | 0.0% | 217 | -408 | -9.59% | Q1 2026 | May 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,835 | 291 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 3,760 | 285 | 0.03% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,705 | 281 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 3,678 | 279 | 0.03% | 0.02% | 221 | +298 | 8.82% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 3,598 | 273 | 0.0% | 0.0% | 222 | +130 | 3.75% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 3,532 | 268 | 0.01% | 0.01% | 223 | +396 | 12.63% | Q1 2026 | Apr 09, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,472 | 263 | 0.02% | 0.02% | 224 | -350 | -9.16% | Q1 2026 | Apr 17, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,932 | 254 | 0.09% | 0.16% | 225 | -2,270 | -43.64% | Q1 2026 | May 08, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 3,324 | 252 | 0.12% | 0.13% | 226 | -634 | -16.02% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,475 | 250 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 3,159 | 240 | 0.1% | — | 228 | +3,159 | New | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,099 | 238 | 0.0% | 0.0% | 229 | -316 | -9.25% | Q1 2026 | Apr 07, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 3,118 | 237 | 0.16% | 0.15% | 230 | +330 | 11.84% | Q1 2026 | Apr 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,110 | 236 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,024 | 229 | 0.01% | 0.01% | 232 | +32 | 1.07% | Q1 2026 | Apr 24, 2026 |
| Sankala Group LLC | History | Added to | 2,960 | 224 | 0.18% | 0.17% | 233 | +301 | 11.32% | Q1 2026 | Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,852 | 216 | 0.0% | 0.0% | 234 | +301 | 11.8% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 2,821 | 214 | 0.0% | — | 236 | +2,821 | New | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,823 | 214 | 0.0% | 0.0% | 235 | +22 | 0.79% | Q1 2026 | May 15, 2026 |
| Schrum Private Wealth Management LLC | History | New | 2,804 | 213 | 0.16% | — | 237 | +2,804 | New | Q1 2026 | May 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 2,781 | 211 | 0.04% | 0.07% | 238 | -1,608 | -36.64% | Q1 2026 | Apr 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 2,322 | 176 | 0.12% | 0.08% | 239 | +636 | 37.72% | Q1 2026 | Apr 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,060 | 156 | 0.0% | — | 240 | +2,060 | New | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,781 | 135 | 0.01% | — | 241 | +1,781 | New | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,691 | 128 | 0.0% | 0.0% | 242 | +2 | 0.12% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,529 | 116 | 0.0% | 0.0% | 244 | +179 | 13.26% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,531 | 116 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,452 | 110 | 0.01% | 0.01% | 245 | +236 | 19.41% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,150 | 87 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,162 | 85 | 0.0% | 0.0% | 247 | -1,825 | -61.1% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,044 | 79 | 0.03% | 0.03% | 248 | -16 | -1.51% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 868 | 65 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 824 | 62 | 0.0% | 0.0% | 250 | -1,604 | -66.06% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 677 | 51 | 0.0% | 0.0% | 252 | -21,745 | -96.98% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | New | 675 | 51 | 0.0% | — | 253 | +675 | New | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | No change | 680 | 51 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 609 | 46 | 0.0% | 0.0% | 254 | +1 | 0.16% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 593 | 45 | 0.04% | 0.04% | 256 | +1 | 0.17% | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 45 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Register Financial Advisors LLC | History | New | 562 | 42 | 0.02% | — | 257 | +562 | New | Q1 2026 | Apr 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 535 | 40 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Note Wealth, LLC | History | No change | 456 | 34 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Your Advocates Ltd., LLP | History | New | 420 | 31 | 0.01% | — | 260 | +420 | New | Q1 2026 | Apr 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 383 | 29 | 0.0% | — | 262 | +383 | New | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 405 | 29 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 340 | 25 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 337 | 25 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 318 | 24 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 304 | 23 | 0.0% | 0.0% | 266 | +245 | 415.25% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 265 | 20 | 0.01% | 0.0% | 268 | +130 | 96.3% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 274 | 20 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| New Republic Capital, LLC | History | Reduced | 250 | 19 | 0.01% | 0.01% | 269 | -250 | -50.0% | Q1 2026 | May 01, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 238 | 18 | 0.0% | 0.0% | 270 | -1 | -0.42% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | New | 233 | 17 | 0.0% | — | 271 | +233 | New | Q1 2026 | Apr 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 218 | 16 | 0.0% | 0.09% | 272 | -11,715 | -98.17% | Q1 2026 | Apr 28, 2026 |
| GROUP ONE TRADING LLC | History | New | 200 | 15 | 0.0% | — | 273 | +200 | New | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 183 | 13 | 0.0% | 0.0% | 274 | -50 | -21.46% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 126 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 130 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 124 | 9 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 108 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 97 | 7 | 0.0% | 0.0% | 279 | -104 | -51.74% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 102 | 7 | 0.0% | — | 284 | +102 | New | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | New | 86 | 7 | 0.0% | — | 283 | +86 | New | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 98 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 97 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | No change | 93 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 92 | 6 | 0.01% | — | 287 | +92 | New | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | New | 90 | 6 | 0.0% | — | 285 | +90 | New | Q1 2026 | Jun 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 80 | 6 | 0.0% | — | 286 | +80 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 75 | 5 | 0.0% | — | 288 | +75 | New | Q1 2026 | Apr 29, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 68 | 5 | 0.0% | — | 289 | +68 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 64 | 4 | 0.0% | — | 292 | +64 | New | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 64 | 4 | 0.0% | — | 293 | +64 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 55 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strive Financial Group ,LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 45 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| First Command Advisory Services, Inc. | History | New | 36 | 2 | 0.0% | — | 296 | +36 | New | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 31 | 2 | 0.0% | — | 295 | +31 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | New | 24 | 1 | 0.0% | — | 300 | +24 | New | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | New | 23 | 1 | 0.0% | — | 301 | +23 | New | Q1 2026 | May 07, 2026 |
| Trust Co | History | No change | 19 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 25 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -261,483 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,960 | -100.0% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -17,426 | -100.0% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,831 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,520 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,316 | -100.0% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,184 | -100.0% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -7,404 | -100.0% | Q1 2026 | May 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,343 | -100.0% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,193 | -100.0% | Q1 2026 | May 14, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -4,981 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,923 | -100.0% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,080 | -100.0% | Q1 2026 | May 08, 2026 |
| TCP Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,814 | -100.0% | Q1 2026 | Apr 10, 2026 |
| 360 Financial, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,046 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,210 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,055 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -989 | -100.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 03, 2026 |