Invesco Exchange-Traded Fund Trust II - IDMO
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.
Details.
Rows: 0
| 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 | 6,703,162 | 404,133 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,522,215 | 212,354 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 2,267,920 | 136,732 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 2,044,639 | 123,271 | 8.48% | 8.48% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,562,547 | 94,206 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,553,226 | 93,643 | 1.48% | 1.48% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,394,238 | 84,058 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 925,783 | 55,815 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 861,279 | 51,947 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 804,670 | 48,513 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 713,099 | 42,992 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 704,192 | 42,455 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 628,079 | 37,866 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 624,654 | 37,660 | 7.1% | 7.1% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 612,147 | 36,906 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Drake & Associates, LLC | History | No change | 598,229 | 36,067 | 6.08% | 6.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 503,718 | 30,369 | 3.26% | 3.26% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 470,707 | 28,731 | 4.68% | 4.35% | 18 | +38,305 | 8.86% | Q3 2026 | Oct 08, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 470,420 | 28,361 | 3.61% | 3.61% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 463,576 | 27,948 | 4.97% | 4.97% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 459,347 | 27,694 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 457,489 | 27,582 | 0.33% | 0.33% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Management Systems Inc. | History | No change | 435,488 | 26,255 | 5.38% | 5.38% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 428,286 | 25,821 | 6.32% | 6.32% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 369,409 | 22,271 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | No change | 344,938 | 20,796 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AFFINITY WEALTH LLC | History | No change | 341,315 | 20,577 | 11.05% | 11.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 340,977 | 20,506 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 321,925 | 19,408 | 2.25% | 2.25% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 313,992 | 18,930 | 9.01% | 9.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 285,327 | 17,202 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 279,800 | 16,869 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 255,416 | 15,590 | 1.54% | 2.25% | 33 | -130,316 | -33.78% | Q3 2026 | Oct 09, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 253,224 | 15,266 | 7.52% | 7.52% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 249,475 | 15,041 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 241,472 | 14,739 | 0.95% | 0.96% | 36 | +3,849 | 1.62% | Q3 2026 | Oct 08, 2026 |
| Clark Wealth Partners | History | No change | 239,167 | 14,419 | 8.14% | 8.14% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 237,623 | 14,228 | 0.68% | 0.68% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 224,418 | 13,530 | 4.32% | 4.32% | 39 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 224,057 | 13,508 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 222,327 | 13,404 | 0.98% | 0.98% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Management, LLC | History | No change | 220,360 | 13,285 | 0.41% | 0.41% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 200,000 | 12,058 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyr Financial Inc. | History | No change | 199,919 | 12,053 | 6.28% | 6.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 198,739 | 11,981 | 1.14% | 1.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 191,933 | 11,572 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 187,716 | 11,317 | 0.44% | 0.44% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 184,417 | 11,118 | 0.58% | 0.58% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AAF Wealth Management, LLC | History | No change | 183,135 | 11,041 | 4.07% | 4.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CPA Asset Management Group, LLC | History | No change | 176,931 | 10,667 | 3.07% | 3.07% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 174,816 | 10,539 | 0.64% | 0.64% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 174,610 | 10,527 | 2.37% | 2.37% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Welch Financial Planning, LLC | History | No change | 170,302 | 10,267 | 5.98% | 5.98% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 160,272 | 9,662 | 3.81% | 3.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Systelligence, LLC | History | No change | 156,673 | 9,445 | 1.58% | 1.58% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 156,389 | 9,428 | 3.86% | 3.86% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 151,715 | 9,146 | 8.05% | 8.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 148,674 | 8,963 | 4.94% | 4.94% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | No change | 142,809 | 8,609 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 135,229 | 8,152 | 0.28% | 0.28% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 134,169 | 8,089 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 131,304 | 7,916 | 1.92% | 1.92% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 128,251 | 7,732 | 0.5% | 0.5% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 127,504 | 7,687 | 0.99% | 0.99% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 124,008 | 7,476 | 4.25% | 4.25% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 123,531 | 7,447 | 2.14% | 2.14% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 119,574 | 7,209 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 109,942 | 6,628 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 109,103 | 6,577 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 106,560 | 6,424 | 3.53% | 3.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 104,834 | 6,320 | 1.76% | 1.76% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 104,703 | 6,312 | 0.95% | 0.95% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 101,105 | 6,095 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 100,454 | 6,056 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 99,639 | 6,002 | 2.92% | 2.92% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sigma Planning Corp | History | No change | 94,459 | 5,694 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 91,400 | 5,510 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 90,295 | 5,443 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westwind Capital | History | Reduced | 86,158 | 5,260 | 1.23% | 1.3% | 79 | -4,709 | -5.18% | Q3 2026 | Oct 08, 2026 |
| Urban Wealth Management, LLC | History | No change | 84,462 | 5,092 | 4.44% | 4.44% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Embree Financial Group | History | No change | 83,859 | 5,055 | 0.51% | 0.51% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Performance Wealth Partners, LLC | History | No change | 83,189 | 5,015 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 79,807 | 4,811 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenline Wealth Management LLC | History | No change | 78,441 | 4,729 | 3.89% | 3.89% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paladin Advisory Group, LLC | History | No change | 77,840 | 4,692 | 3.12% | 3.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Wealth Management, LLC | History | No change | 76,766 | 4,628 | 1.19% | 1.19% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 75,772 | 4,568 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 73,891 | 4,454 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,011 | 4,341 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 70,398 | 4,244 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CPWA, LLC | History | No change | 68,731 | 4,143 | 4.81% | 4.81% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Professional Financial Advisors, LLC | History | No change | 68,552 | 4,132 | 0.71% | 0.71% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Riverstone Advisors, LLC | History | No change | 68,484 | 4,128 | 1.71% | 1.71% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Able Wealth Management LLC | History | No change | 67,724 | 4,083 | 0.94% | 0.94% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 67,491 | 4,069 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 67,249 | 4,054 | 0.39% | 0.39% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 67,117 | 4,046 | 0.21% | 0.21% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 63,204 | 3,810 | 2.26% | 2.26% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 62,634 | 3,776 | 2.81% | 2.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 62,617 | 3,775 | 0.84% | 0.84% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 62,079 | 3,742 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WJ Wealth Management, LLC | History | No change | 61,478 | 3,706 | 1.46% | 1.46% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RDA Financial Network | History | No change | 60,213 | 3,630 | 0.79% | 0.79% | 103 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WPG Advisers, LLC | History | No change | 59,640 | 3,595 | 2.11% | 2.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 58,937 | 3,553 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 56,380 | 3,399 | 0.66% | 0.66% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 55,788 | 3,363 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 54,979 | 3,314 | 1.31% | 1.31% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Faithward Advisors, LLC | History | No change | 53,883 | 3,248 | 0.4% | 0.4% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 124,712 | 3,056 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 47,465 | 2,861 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Linscomb Wealth, Inc. | History | No change | 47,105 | 2,839 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 46,140 | 2,781 | 1.38% | 1.38% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 45,873 | 2,765 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 44,519 | 2,684 | 1.23% | 1.23% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 41,840 | 2,522 | 0.23% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avid Wealth Partners LLC | History | No change | 41,790 | 2,519 | 1.22% | 1.22% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 41,507 | 2,502 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 41,089 | 2,477 | 1.17% | 1.17% | 119 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Annex Advisory Services, LLC | History | No change | 41,015 | 2,472 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 40,176 | 2,422 | 1.45% | 1.45% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,644 | 2,419 | 0.02% | 0.02% | 122 | +1,045 | 2.71% | Q3 2026 | Oct 08, 2026 |
| Westmount Partners, LLC | History | No change | 40,000 | 2,411 | 0.53% | 0.53% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 39,210 | 2,363 | 0.46% | 0.46% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | No change | 38,405 | 2,315 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 38,111 | 2,297 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 35,696 | 2,253 | 1.47% | 1.47% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 37,113 | 2,237 | 0.67% | 0.67% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 36,078 | 2,175 | 1.27% | 1.27% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 33,533 | 2,021 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kensington Asset Management, LLC | History | No change | 32,771 | 1,975 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 31,775 | 1,916 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 31,441 | 1,882 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 31,081 | 1,873 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,902 | 1,802 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Secure Asset Management, LLC | History | No change | 29,856 | 1,800 | 0.25% | 0.25% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 29,756 | 1,794 | 0.3% | 0.3% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Flagship Capital Management Inc. | History | No change | 29,540 | 1,780 | 1.12% | 1.12% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 27,018 | 1,628 | 0.8% | 0.8% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 26,844 | 1,618 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26,061 | 1,571 | 0.17% | 0.17% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,251 | 1,564 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 25,558 | 1,540 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LongView Wealth Management | History | No change | 25,504 | 1,537 | 0.39% | 0.39% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pearl Planning LLC | History | No change | 25,372 | 1,529 | 0.7% | 0.7% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 24,772 | 1,493 | 0.15% | 0.15% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | No change | 24,114 | 1,453 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RiverTree Advisors, LLC | History | No change | 23,837 | 1,437 | 0.85% | 0.85% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 23,664 | 1,426 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOP Private Wealth LLC. | History | No change | 23,586 | 1,421 | 1.36% | 1.36% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 23,544 | 1,419 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 23,420 | 1,412 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 23,444 | 1,407 | 0.31% | 0.31% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essex Financial Services, Inc. | History | No change | 23,308 | 1,405 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CGC Financial Services, LLC | History | No change | 22,278 | 1,343 | 0.3% | 0.3% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steelhead Wealth Management LLC | History | No change | 21,611 | 1,302 | 0.52% | 0.52% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | No change | 20,855 | 1,257 | 1.13% | 1.13% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pachira Investments Inc. | History | No change | 19,945 | 1,202 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Southland Equity Partners LLC | History | No change | 19,095 | 1,151 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Analysts, LLC | History | No change | 18,452 | 1,113 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | No change | 18,292 | 1,102 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entelevest, LLC | History | No change | 18,108 | 1,091 | 0.93% | 0.93% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,805 | 1,073 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 17,371 | 1,047 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 17,312 | 1,043 | 0.5% | 0.5% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 17,183 | 1,028 | 0.76% | 0.76% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 16,755 | 1,010 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 16,637 | 1,003 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 16,193 | 976 | 0.28% | 0.28% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,147 | 973 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 15,832 | 954 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 15,749 | 949 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Next Level Private LLC | History | No change | 15,573 | 938 | 0.18% | 0.18% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Triumph Capital Management | History | No change | 15,183 | 915 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lunt Capital Management, Inc. | History | No change | 15,000 | 904 | 0.33% | 0.33% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | No change | 14,646 | 883 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 14,174 | 854 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daner Wealth Management, LLC | History | No change | 13,278 | 839 | 0.45% | 0.45% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,951 | 780 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sankala Group LLC | History | No change | 12,448 | 777 | 0.52% | 0.52% | 180 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12,777 | 770 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 12,881 | 753 | 0.74% | 0.74% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Berger Financial Group, Inc | History | No change | 12,385 | 746 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,807 | 711 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 11,731 | 707 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 11,406 | 682 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fortune Financial Group, Inc. | History | No change | 11,308 | 681 | 0.53% | 0.53% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,779 | 649 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 10,477 | 631 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,455 | 630 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,202 | 615 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 9,978 | 601 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 9,803 | 591 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 9,798 | 590 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madison Wealth Partners, Inc | History | No change | 9,695 | 584 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 9,574 | 577 | 0.28% | 0.28% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 9,297 | 560 | 0.19% | 0.19% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 8,865 | 534 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 8,776 | 529 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wall Capital Group, Inc. | History | No change | 8,547 | 514 | 0.42% | 0.42% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Alliance LLC | History | No change | 8,352 | 503 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signet Private Wealth LLC | History | No change | 8,335 | 502 | 0.4% | 0.4% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 8,269 | 498 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,073 | 482 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 7,982 | 481 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Partners Group, Inc | History | No change | 7,876 | 474 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,734 | 472 | 0.01% | 0.01% | 207 | +1,047 | 15.66% | Q3 2026 | Oct 08, 2026 |
| Integrated Advisors Network LLC | History | No change | 7,650 | 461 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,135 | 430 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 6,965 | 419 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baron Wealth Management LLC | History | No change | 6,943 | 418 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 6,815 | 410 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,727 | 405 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commerce Advisors, LLC | History | No change | 6,637 | 400 | 0.22% | 0.22% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fermata Advisors, LLC | History | No change | 6,393 | 385 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WILLNER & HELLER, LLC | History | No change | 6,317 | 380 | 0.24% | 0.24% | 216 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JHP Wealth Management, LLC | History | No change | 6,201 | 373 | 0.31% | 0.31% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,995 | 361 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNB Wealth Management, LLC | History | No change | 5,949 | 358 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,890 | 355 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 5,684 | 342 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,671 | 341 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Wealth Network Inc. | History | No change | 5,611 | 338 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 5,481 | 330 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Financial Network Corp | History | No change | 5,359 | 323 | 0.18% | 0.18% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 5,344 | 322 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,328 | 321 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,245 | 316 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,178 | 312 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 5,157 | 310 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,114 | 308 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 5,003 | 301 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,944 | 298 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 4,916 | 296 | 0.4% | 0.4% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Naviter Wealth, LLC | History | No change | 4,895 | 295 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 4,880 | 294 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 4,763 | 287 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 4,767 | 287 | 0.44% | 0.44% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 4,411 | 265 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regatta Research & Money Management | History | No change | 4,068 | 245 | 0.23% | 0.23% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 4,053 | 244 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planned Solutions, Inc. | History | No change | 3,693 | 222 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Collier Financial | History | No change | 3,638 | 219 | 0.15% | 0.15% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| May Hill Capital, LLC | History | No change | 3,568 | 215 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 3,304 | 199 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,038 | 183 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,501 | 150 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| West Financial Advisors, LLC | History | No change | 2,414 | 145 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,386 | 143 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,224 | 134 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,054 | 123 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,000 | 121 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,000 | 119 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GGM Financial LLC | History | No change | 1,966 | 118 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,891 | 113 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,830 | 110 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,557 | 103 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polaris Financial Partners | History | New | 1,651 | 101 | 0.05% | — | 258 | +1,651 | New | Q3 2026 | Oct 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,225 | 73 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,174 | 70 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,160 | 69 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Planning Strategies Inc. | History | No change | 935 | 57 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BESSEMER GROUP INC | History | No change | 772 | 47 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 755 | 45 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 705 | 42 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 613 | 36 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 598 | 36 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 349 | 21 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 334 | 20 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 348 | 20 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 292 | 17 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 270 | 16 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 261 | 15 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 150 | 9 | 0.01% | — | 276 | +150 | New | Q3 2026 | Oct 09, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 150 | 9 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 161 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 141 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 112 | 6 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Noble Wealth Management PBC | History | Reduced | 54 | 3 | 0.0% | 0.0% | 283 | -4 | -6.9% | Q3 2026 | Oct 01, 2026 |
| Crews Bank & Trust | History | No change | 52 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trust Co | History | No change | 42 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NFSG Corp | History | No change | 19 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |