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 | No change | 2,543,390 | 238,137 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,064,849 | 193,367 | 0.23% | 0.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,785,627 | 167,188 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,695,098 | 158,712 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,132,140 | 106,002 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 928,275 | 86,914 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 927,946 | 86,883 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 826,186 | 77,355 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 723,942 | 67,782 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 646,349 | 52,729 | 0.6% | 0.63% | 10 | +92,041 | 16.6% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 525,103 | 47,836 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 531,647 | 43,371 | 5.54% | 6.29% | 12 | +4,207 | 0.8% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 333,599 | 31,234 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 312,119 | 29,223 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| River Wealth Advisors LLC | History | No change | 309,168 | 28,947 | 3.03% | 3.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 265,499 | 24,859 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 263,205 | 24,644 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 280,503 | 22,883 | 0.05% | 0.08% | 18 | -89,208 | -24.13% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 213,161 | 19,958 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 210,637 | 19,721 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 222,313 | 18,136 | 0.55% | 0.64% | 21 | +1,558 | 0.71% | Q3 2026 | Oct 14, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 197,995 | 16,152 | 2.43% | 2.77% | 22 | -171 | -0.09% | Q3 2026 | Oct 19, 2026 |
| Markowski Investments | History | Reduced | 195,091 | 15,915 | 3.55% | 4.03% | 23 | -503 | -0.26% | Q3 2026 | Oct 30, 2026 |
| Sound Income Strategies, LLC | History | Added to | 191,886 | 15,598 | 0.7% | 0.74% | 24 | +16,641 | 9.5% | Q3 2026 | Oct 09, 2026 |
| Seros Financial, LLC | History | Added to | 188,783 | 15,400 | 7.82% | 8.52% | 25 | +14,112 | 8.08% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 162,027 | 15,170 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Wealth Partners | History | Added to | 182,458 | 14,884 | 7.73% | 9.49% | 27 | +3,013 | 1.68% | Q3 2026 | Oct 16, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 181,949 | 14,843 | 5.73% | 6.53% | 28 | +2,957 | 1.65% | Q3 2026 | Oct 30, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 135,692 | 12,704 | 0.48% | 0.48% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 130,561 | 12,224 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 147,539 | 12,036 | 0.36% | 0.41% | 31 | +4,947 | 3.47% | Q3 2026 | Nov 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 145,339 | 11,856 | 1.23% | 1.44% | 32 | -5,715 | -3.78% | Q3 2026 | Oct 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 122,014 | 11,424 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 120,337 | 11,267 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | No change | 120,231 | 11,257 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 111,950 | 10,481 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111,491 | 10,439 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 125,737 | 10,257 | 0.01% | 0.02% | 38 | -36,117 | -22.31% | Q3 2026 | Nov 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 105,608 | 9,888 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 114,376 | 9,330 | 2.66% | 2.97% | 40 | +3,701 | 3.34% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 113,441 | 9,221 | 0.01% | 0.02% | 41 | -2,504 | -2.16% | Q3 2026 | Oct 13, 2026 |
| Integrated Capital Management, LLC | History | Added to | 112,456 | 9,174 | 3.35% | 3.75% | 42 | +1,187 | 1.07% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 95,481 | 8,939 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 92,868 | 8,695 | 0.21% | 0.21% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 97,131 | 7,923 | 0.24% | 0.3% | 45 | -13,709 | -12.37% | Q3 2026 | Oct 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 84,404 | 7,902 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 95,736 | 7,810 | 0.01% | 0.01% | 47 | -3,301 | -3.33% | Q3 2026 | Oct 30, 2026 |
| Prostatis Group LLC | History | No change | 79,618 | 7,454 | 1.74% | 1.74% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | Added to | 90,909 | 7,416 | 1.71% | 2.02% | 49 | +851 | 0.94% | Q3 2026 | Nov 03, 2026 |
| Family Investment Center, Inc. | History | Reduced | 90,037 | 7,345 | 1.21% | 1.72% | 50 | -20,417 | -18.48% | Q3 2026 | Oct 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 74,319 | 6,958 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 77,279 | 6,742 | 3.5% | 3.5% | 52 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 70,247 | 6,577 | 3.1% | 3.1% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cooper Financial Group | History | Added to | 80,381 | 6,557 | 0.52% | 0.61% | 54 | +2,177 | 2.78% | Q3 2026 | Oct 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 66,006 | 6,180 | 0.3% | 0.3% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 73,507 | 5,996 | 2.12% | 2.42% | 56 | -26,698 | -26.64% | Q3 2026 | Oct 20, 2026 |
| THEORY FINANCIAL LLC | History | No change | 63,567 | 5,951 | 1.88% | 1.88% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fiduciary Alliance LLC | History | Added to | 72,024 | 5,875 | 0.44% | 0.4% | 58 | +8,063 | 12.61% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 71,811 | 5,858 | 0.3% | 0.38% | 59 | +603 | 0.85% | Q3 2026 | Oct 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 62,457 | 5,847 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 70,355 | 5,739 | 0.97% | 1.11% | 61 | +697 | 1.0% | Q3 2026 | Oct 07, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 61,072 | 5,718 | 1.71% | 1.71% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFS Advisors, LLC | History | New | 67,839 | 5,534 | 1.67% | — | 63 | +67,839 | New | Q3 2026 | Oct 14, 2026 |
| Prospera Financial Services Inc | History | New | 67,638 | 5,477 | 0.07% | — | 64 | +67,638 | New | Q3 2026 | Nov 04, 2026 |
| Nvest Financial, LLC | History | No change | 55,243 | 5,172 | 1.64% | 1.64% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | Added to | 61,399 | 5,008 | 0.05% | 0.06% | 66 | +1,974 | 3.32% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Added to | 58,553 | 4,776 | 0.0% | 0.0% | 67 | +1,332 | 2.33% | Q3 2026 | Nov 04, 2026 |
| ArborFi Advisors, LLC | History | No change | 50,403 | 4,719 | 3.42% | 3.42% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global View Capital Management LLC | History | Added to | 54,398 | 4,437 | 0.99% | 0.16% | 69 | +46,295 | 571.33% | Q3 2026 | Oct 28, 2026 |
| Financial Freedom, LLC | History | No change | 45,532 | 4,263 | 1.96% | 1.96% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oxford Wealth Group, LLC | History | No change | 43,016 | 4,027 | 1.8% | 1.8% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 48,442 | 3,951 | 0.1% | 0.12% | 72 | -2,609 | -5.11% | Q3 2026 | Oct 19, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 48,420 | 3,950 | 0.26% | 0.3% | 73 | +1,111 | 2.35% | Q3 2026 | Oct 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 48,282 | 3,938 | 0.04% | 0.04% | 74 | -218 | -0.45% | Q3 2026 | Oct 20, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 41,603 | 3,895 | 1.37% | 1.37% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 40,436 | 3,786 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Noble Wealth Management PBC | History | Added to | 44,255 | 3,610 | 1.62% | 1.79% | 77 | +1,603 | 3.76% | Q3 2026 | Oct 01, 2026 |
| Apollon Financial, LLC | History | Added to | 44,140 | 3,600 | 0.41% | 0.38% | 78 | +9,712 | 28.21% | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 43,683 | 3,563 | 0.38% | 0.46% | 79 | +2,495 | 6.06% | Q3 2026 | Oct 30, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 37,676 | 3,461 | 1.32% | 1.36% | 80 | -2,228 | -5.58% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 36,585 | 3,425 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | Reduced | 41,464 | 3,382 | 0.05% | 0.07% | 82 | -4,957 | -10.68% | Q3 2026 | Nov 03, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 35,405 | 3,314 | 0.37% | 0.37% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 39,935 | 3,257 | 0.79% | 0.83% | 84 | +4,568 | 12.92% | Q3 2026 | Nov 02, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 39,434 | 3,217 | 0.2% | 0.0% | 85 | +39,196 | 16468.91% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 34,144 | 3,196 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 33,843 | 3,168 | 1.74% | 1.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 33,069 | 3,096 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,916 | 2,930 | 0.01% | 0.01% | 89 | +1,805 | 5.29% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 31,122 | 2,913 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Added to | 35,025 | 2,857 | 0.15% | 0.16% | 91 | +2,124 | 6.46% | Q3 2026 | Oct 15, 2026 |
| New Insight Wealth Advisors | History | No change | 30,300 | 2,836 | 0.84% | 0.84% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 34,715 | 2,832 | 2.53% | — | 93 | +34,715 | New | Q3 2026 | Oct 19, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 29,830 | 2,793 | 0.19% | 0.19% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 29,468 | 2,759 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 33,244 | 2,712 | 1.64% | 1.87% | 96 | +1,148 | 3.58% | Q3 2026 | Oct 23, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 32,487 | 2,650 | 0.81% | 0.84% | 97 | -2,066 | -5.98% | Q3 2026 | Oct 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 28,043 | 2,625 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 27,978 | 2,619 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | No change | 27,218 | 2,548 | 2.09% | 2.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concorde Asset Management, LLC | History | No change | 27,167 | 2,543 | 1.47% | 1.47% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 30,551 | 2,492 | 0.31% | 0.36% | 102 | -727 | -2.32% | Q3 2026 | Oct 14, 2026 |
| Colonial River Investments, LLC | History | Added to | 30,254 | 2,468 | 0.64% | 0.68% | 103 | +4,707 | 18.42% | Q3 2026 | Oct 19, 2026 |
| Merit Financial Group, LLC | History | No change | 25,826 | 2,418 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 25,659 | 2,402 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 25,411 | 2,379 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 24,849 | 2,326 | 0.97% | 0.97% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 24,577 | 2,301 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,136 | 2,259 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 26,426 | 2,155 | 0.07% | 0.08% | 110 | +193 | 0.74% | Q3 2026 | Oct 23, 2026 |
| Accel Wealth Management | History | Added to | 26,018 | 2,122 | 0.46% | 0.47% | 111 | +3,564 | 15.87% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,929 | 2,116 | 0.04% | 0.04% | 112 | +3,555 | 15.21% | Q3 2026 | Oct 26, 2026 |
| MFG Investments, LLC | History | New | 25,824 | 2,106 | 2.27% | — | 113 | +25,824 | New | Q3 2026 | Oct 30, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 22,473 | 2,104 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 22,443 | 2,101 | 1.16% | 1.16% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aldebaran Financial Inc. | History | No change | 22,216 | 2,080 | 1.69% | 1.69% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 22,162 | 2,075 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 24,254 | 1,978 | 0.08% | 0.09% | 118 | +1,365 | 5.96% | Q3 2026 | Oct 23, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 23,655 | 1,929 | 0.65% | 0.74% | 119 | +1,156 | 5.14% | Q3 2026 | Oct 14, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 23,453 | 1,920 | 0.96% | 1.01% | 120 | +3,814 | 19.42% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,359 | 1,906 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 20,296 | 1,900 | 0.17% | 0.17% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 19,714 | 1,845 | 0.31% | 0.31% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 21,833 | 1,781 | 0.05% | 0.06% | 124 | +274 | 1.27% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,068 | 1,718 | 0.02% | 0.02% | 125 | -962 | -4.37% | Q3 2026 | Oct 26, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 17,774 | 1,664 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,518 | 1,640 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOWERY THOMAS, LLC | History | No change | 17,299 | 1,619 | 0.79% | 0.79% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 19,748 | 1,611 | 0.16% | 0.71% | 129 | -57,695 | -74.5% | Q3 2026 | Oct 14, 2026 |
| Sigma Planning Corp | History | Reduced | 19,533 | 1,593 | 0.04% | 0.05% | 130 | -1,641 | -7.75% | Q3 2026 | Oct 23, 2026 |
| Carolina Wealth Management Inc | History | Reduced | 19,504 | 1,591 | 0.68% | 1.06% | 131 | -5,196 | -21.04% | Q3 2026 | Oct 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,953 | 1,587 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Reduced | 18,476 | 1,507 | 0.93% | 1.25% | 133 | -715 | -3.73% | Q3 2026 | Oct 20, 2026 |
| Well Done, LLC | History | New | 17,329 | 1,413 | 0.19% | — | 134 | +17,329 | New | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,983 | 1,402 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 16,994 | 1,386 | 0.1% | 0.05% | 137 | +9,010 | 112.85% | Q3 2026 | Oct 28, 2026 |
| Kendall Capital Management | History | Reduced | 16,996 | 1,386 | 0.23% | 0.27% | 136 | -4 | -0.02% | Q3 2026 | Oct 23, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 16,945 | 1,382 | 1.37% | 1.5% | 138 | +713 | 4.39% | Q3 2026 | Oct 20, 2026 |
| Oxinas Partners, LLC | History | No change | 14,432 | 1,351 | 0.53% | 0.53% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,343 | 1,342 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 14,060 | 1,316 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anson Capital, Inc. | History | Added to | 16,033 | 1,307 | 0.85% | 0.97% | 142 | +108 | 0.68% | Q3 2026 | Oct 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 15,583 | 1,271 | 0.02% | — | 143 | +15,583 | New | Q3 2026 | Nov 04, 2026 |
| Western Wealth Management, LLC | History | No change | 13,543 | 1,268 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 15,086 | 1,230 | 0.01% | 0.02% | 145 | -1,072 | -6.63% | Q3 2026 | Oct 28, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 15,074 | 1,229 | 0.56% | 0.63% | 146 | +459 | 3.14% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,955 | 1,212 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 12,876 | 1,205 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 14,766 | 1,204 | 0.99% | 1.28% | 149 | -1,072 | -6.77% | Q3 2026 | Oct 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 14,728 | 1,201 | 0.04% | 0.04% | 150 | +179 | 1.23% | Q3 2026 | Oct 29, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,555 | 1,175 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 14,311 | 1,167 | 0.13% | 0.12% | 152 | +3,158 | 28.32% | Q3 2026 | Oct 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,189 | 1,157 | 0.06% | 0.07% | 153 | +115 | 0.82% | Q3 2026 | Oct 28, 2026 |
| Cerity Partners LLC | History | No change | 12,315 | 1,153 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 12,224 | 1,144 | 0.41% | 0.41% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 12,071 | 1,130 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,895 | 1,113 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,866 | 1,111 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Breakwater Capital Group | History | Added to | 13,589 | 1,108 | 0.13% | 0.15% | 159 | +558 | 4.28% | Q3 2026 | Oct 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 13,517 | 1,102 | 0.05% | 0.02% | 160 | +8,258 | 157.03% | Q3 2026 | Oct 13, 2026 |
| Independent Advisor Alliance | History | No change | 11,720 | 1,097 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 13,141 | 1,072 | 0.37% | 0.54% | 162 | +463 | 3.65% | Q3 2026 | Oct 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,928 | 1,066 | 0.07% | 0.08% | 163 | +180 | 1.41% | Q3 2026 | Oct 30, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 11,351 | 1,062 | 0.71% | 0.71% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 12,986 | 1,059 | 0.94% | 0.85% | 165 | +1,383 | 11.92% | Q3 2026 | Oct 22, 2026 |
| Providence First Trust Co | History | Reduced | 12,605 | 1,028 | 0.34% | 0.65% | 166 | -12,201 | -49.19% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,457 | 1,016 | 0.02% | 0.02% | 167 | -78 | -0.62% | Q3 2026 | Oct 16, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,705 | 999 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Peterson Wealth Services | History | Added to | 12,175 | 993 | 0.21% | 0.23% | 169 | +1,085 | 9.78% | Q3 2026 | Oct 23, 2026 |
| TAGStone Capital, Inc. | History | No change | 10,476 | 980 | 0.31% | 0.31% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,442 | 977 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 10,057 | 941 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,285 | 920 | 0.02% | 0.02% | 173 | -137 | -1.2% | Q3 2026 | Oct 28, 2026 |
| Southland Equity Partners LLC | History | Added to | 11,187 | 912 | 0.16% | 0.18% | 174 | +80 | 0.72% | Q3 2026 | Oct 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,686 | 906 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CPWA, LLC | History | Added to | 11,035 | 897 | 0.98% | 1.17% | 176 | +303 | 2.82% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 10,965 | 894 | 0.0% | 0.0% | 177 | +1,610 | 17.21% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,348 | 875 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 10,587 | 863 | 0.39% | 0.47% | 179 | -83 | -0.78% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,049 | 847 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 10,176 | 831 | 0.15% | 0.17% | 181 | -281 | -2.69% | Q3 2026 | Oct 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,710 | 815 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,366 | 783 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8,292 | 776 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9,419 | 770 | 0.1% | 0.1% | 185 | +172 | 1.86% | Q3 2026 | Oct 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 9,417 | 768 | 0.08% | — | 186 | +9,417 | New | Q3 2026 | Oct 28, 2026 |
| Capital Analysts, LLC | History | No change | 8,170 | 765 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 9,369 | 764 | 0.08% | 0.04% | 188 | +5,284 | 129.35% | Q3 2026 | Oct 21, 2026 |
| Investmark Advisory Group LLC | History | Added to | 9,294 | 758 | 0.25% | 0.32% | 189 | +398 | 4.47% | Q3 2026 | Oct 27, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 8,992 | 733 | 0.36% | 0.34% | 190 | +2,675 | 42.35% | Q3 2026 | Nov 02, 2026 |
| Madison Wealth Partners, Inc | History | No change | 7,671 | 718 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,643 | 716 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 7,625 | 713 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,745 | 713 | 0.14% | 0.16% | 194 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 8,647 | 705 | 0.01% | 0.02% | 195 | +31 | 0.36% | Q3 2026 | Oct 13, 2026 |
| Index Technologies Group LLC | History | No change | 7,414 | 694 | 0.55% | 0.55% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,304 | 683 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 8,184 | 667 | 0.05% | 0.07% | 198 | -725 | -8.14% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 7,070 | 661 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellecapital International Ltd. | History | Reduced | 7,911 | 645 | 0.09% | 0.14% | 200 | -1,634 | -17.12% | Q3 2026 | Oct 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,874 | 643 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valtrion Capital Management, LLC | History | No change | 6,800 | 636 | 0.47% | 0.47% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 7,707 | 628 | 0.75% | 0.92% | 203 | +97 | 1.27% | Q3 2026 | Nov 03, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 7,670 | 625 | 0.07% | 0.07% | 204 | +207 | 2.77% | Q3 2026 | Oct 22, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,650 | 622 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 6,576 | 615 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 7,149 | 581 | 0.19% | 0.21% | 207 | -73 | -1.01% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,019 | 563 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,636 | 527 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 6,375 | 520 | 0.34% | 0.18% | 210 | +3,635 | 132.66% | Q3 2026 | Oct 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,303 | 496 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intrua Financial, LLC | History | Added to | 6,040 | 492 | 0.05% | 0.05% | 212 | +50 | 0.83% | Q3 2026 | Oct 28, 2026 |
| Trilogy Capital Inc. | History | Reduced | 5,993 | 488 | 0.02% | 0.02% | 214 | -8 | -0.13% | Q3 2026 | Oct 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,220 | 488 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,802 | 473 | 0.01% | 0.01% | 215 | +124 | 2.18% | Q3 2026 | Oct 13, 2026 |
| Mutual Advisors, LLC | History | No change | 4,922 | 460 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,510 | 449 | 0.0% | 0.0% | 217 | +2,605 | 89.67% | Q3 2026 | Oct 08, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,187 | 423 | 0.04% | 0.05% | 218 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,043 | 411 | 0.01% | 0.0% | 220 | +2,330 | 85.88% | Q3 2026 | Oct 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,396 | 411 | 0.15% | 0.15% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 5,030 | 410 | 0.22% | 0.22% | 222 | +380 | 8.17% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,029 | 410 | 0.01% | 0.01% | 221 | +67 | 1.35% | Q3 2026 | Oct 08, 2026 |
| World Investment Advisors | History | No change | 4,853 | 403 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | Added to | 4,927 | 401 | 0.24% | 0.26% | 224 | +253 | 5.41% | Q3 2026 | Oct 14, 2026 |
| Sankala Group LLC | History | No change | 4,473 | 392 | 0.26% | 0.26% | 225 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BlackRock, Inc. | History | No change | 4,067 | 380 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | No change | 3,999 | 374 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Wealth Management LLC | History | No change | 3,940 | 368 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JHP Wealth Management, LLC | History | No change | 3,882 | 363 | 0.3% | 0.3% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | No change | 3,838 | 359 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,821 | 357 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 4,353 | 355 | 0.02% | 0.03% | 232 | -179 | -3.95% | Q3 2026 | Oct 16, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 4,291 | 350 | 0.1% | 0.11% | 233 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Betterment LLC | History | No change | 3,716 | 348 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,705 | 346 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 3,680 | 344 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 3,659 | 342 | 0.23% | 0.23% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,626 | 339 | 0.06% | 0.06% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 3,545 | 331 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,507 | 328 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,468 | 324 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,466 | 324 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 3,577 | 317 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Square, LLC | History | Added to | 3,841 | 313 | 0.14% | 0.15% | 244 | +122 | 3.28% | Q3 2026 | Oct 19, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,835 | 312 | 0.03% | 0.04% | 245 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 3,324 | 311 | 0.13% | 0.13% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | No change | 3,275 | 306 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 3,760 | 306 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 3,168 | 296 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIXIS | History | No change | 3,164 | 294 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 3,080 | 288 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Polaris Financial Partners | History | New | 3,348 | 276 | 0.12% | — | 252 | +3,348 | New | Q3 2026 | Oct 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,939 | 275 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,907 | 272 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 2,896 | 271 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,778 | 260 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 3,110 | 253 | 0.02% | 0.03% | 257 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 2,702 | 252 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caldwell Trust Co | History | New | 3,005 | 245 | 0.02% | — | 259 | +3,005 | New | Q3 2026 | Oct 30, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 2,954 | 240 | 0.17% | 0.23% | 260 | -831 | -21.96% | Q3 2026 | Oct 23, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,961 | 237 | 0.02% | — | 261 | +2,961 | New | Q3 2026 | Nov 04, 2026 |
| American Trust | History | No change | 2,527 | 236 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 2,506 | 234 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 2,781 | 226 | 0.04% | 0.05% | 264 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 2,380 | 222 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Urban Wealth Management, LLC | History | Added to | 2,666 | 217 | 0.19% | 0.19% | 266 | +320 | 13.64% | Q3 2026 | Oct 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,640 | 215 | 0.0% | 0.0% | 267 | -55 | -2.04% | Q3 2026 | Oct 22, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 2,337 | 208 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 2,149 | 201 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MY Wealth Management Inc. | History | No change | 2,453 | 200 | 0.15% | 0.16% | 270 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Everest Financial Group LLC | History | No change | 2,137 | 200 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,125 | 195 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,050 | 167 | 0.01% | 0.01% | 273 | +524 | 34.34% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,606 | 150 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 1,797 | 146 | 0.05% | 0.03% | 275 | +666 | 58.89% | Q3 2026 | Oct 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,696 | 138 | 0.0% | 0.0% | 276 | +3 | 0.18% | Q3 2026 | Oct 28, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,703 | 138 | 0.04% | 0.04% | 277 | -2 | -0.12% | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,632 | 133 | 0.01% | 0.01% | 278 | +424 | 35.1% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Reduced | 1,588 | 129 | 0.0% | 0.0% | 279 | -35 | -2.16% | Q3 2026 | Oct 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,531 | 124 | 0.01% | 0.02% | 280 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,382 | 112 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,142 | 106 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 1,111 | 90 | 0.0% | 0.0% | 283 | +471 | 73.59% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | New | 973 | 79 | 0.0% | — | 284 | +973 | New | Q3 2026 | Oct 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 942 | 76 | 0.02% | 0.03% | 285 | -103 | -9.86% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 742 | 69 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 680 | 63 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 712 | 58 | 0.04% | 0.05% | 288 | +1 | 0.14% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 611 | 49 | 0.0% | 0.0% | 289 | +1 | 0.16% | Q3 2026 | Oct 27, 2026 |
| Oakworth Capital, Inc. | History | New | 600 | 48 | 0.0% | — | 292 | +600 | New | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 588 | 48 | 0.0% | 0.0% | 291 | +245 | 71.43% | Q3 2026 | Nov 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 600 | 48 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 535 | 43 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 435 | 40 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 481 | 39 | 0.02% | 0.12% | 295 | -1,836 | -79.24% | Q3 2026 | Oct 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 425 | 39 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 471 | 38 | 0.02% | 0.03% | 297 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 383 | 31 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | No change | 339 | 27 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 340 | 27 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| New Republic Capital, LLC | History | No change | 250 | 23 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archer Investment Corp | History | No change | 274 | 22 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 240 | 19 | 0.0% | — | 304 | +240 | New | Q3 2026 | Oct 08, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 233 | 19 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 190 | 17 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 130 | 12 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GODSEY & GIBB, INC | History | No change | 126 | 10 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 124 | 10 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 120 | 9 | 0.0% | — | 309 | +120 | New | Q3 2026 | Oct 29, 2026 |
| Y.D. More Investments Ltd | History | New | 104 | 8 | 0.0% | — | 312 | +104 | New | Q3 2026 | Nov 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 102 | 8 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PlanVest Financial, Inc | History | No change | 92 | 8 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 93 | 7 | 0.0% | — | 318 | +93 | New | Q3 2026 | Oct 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 75 | 7 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 75 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 97 | 7 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strive Financial Group ,LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 80 | 7 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 81 | 6 | 0.0% | 0.0% | 320 | +22 | 37.29% | Q3 2026 | Oct 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 71 | 6 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 68 | 6 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Latitude Advisors, LLC | History | New | 63 | 5 | 0.0% | — | 324 | +63 | New | Q3 2026 | Oct 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 55 | 5 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 64 | 5 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 37 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 40 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 25 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 22 | 1 | 0.0% | — | 331 | +22 | New | Q3 2026 | Oct 30, 2026 |
| Trust Co | History | No change | 19 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,572 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | 3.29% | — | -12,839 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BNB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -12,569 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,996 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,447 | -100.0% | Q3 2026 | Oct 19, 2026 |
| ADG Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,317 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Guardian Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,222 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,753 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2026 | Oct 13, 2026 |