INVESCO EXCHANGE-TRADED FUND TRUST - PFM
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 | Reduced | 1,810,945 | 100,424 | 0.02% | 0.03% | 1 | -32,455 | -1.76% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 910,245 | 50,477 | 0.01% | 0.01% | 2 | -9,434 | -1.03% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 625,664 | 34,695 | 0.0% | 0.0% | 3 | -48,943 | -7.26% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 466,295 | 25,858 | 0.31% | — | 4 | +466,295 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 271,219 | 15,040 | 0.0% | 0.0% | 5 | +3,096 | 1.15% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 231,529 | 12,789 | 0.01% | 0.01% | 6 | +23,000 | 11.03% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 225,099 | 12,482 | 0.0% | 0.0% | 7 | +7,977 | 3.67% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 216,816 | 12,023 | 0.11% | 0.11% | 8 | -12,024 | -5.25% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 193,562 | 10,734 | 0.0% | 0.0% | 9 | +119,604 | 161.72% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 113,785 | 6,309 | 0.35% | 0.35% | 10 | +166 | 0.15% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 113,600 | 6,299 | 0.19% | 0.21% | 11 | +326 | 0.29% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 99,575 | 5,521 | 0.01% | 0.01% | 12 | -677 | -0.68% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 95,589 | 5,300 | 0.06% | 0.07% | 13 | -281 | -0.29% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 85,974 | 4,767 | 0.01% | 0.01% | 14 | -733 | -0.85% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 85,292 | 4,729 | 0.0% | 0.0% | 15 | -6,056 | -6.63% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Reduced | 81,858 | 4,539 | 0.05% | 0.06% | 16 | -11,860 | -12.65% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 77,461 | 4,295 | 0.09% | 0.09% | 17 | -317 | -0.41% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 77,041 | 4,264 | 0.01% | 0.01% | 18 | -6,313 | -7.57% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,672 | 4,196 | 0.01% | 0.01% | 19 | -2,640 | -3.37% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 75,525 | 4,188 | 0.0% | 0.0% | 20 | -5,519 | -6.81% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | Added to | 75,326 | 4,177 | 2.02% | 1.91% | 21 | +4,972 | 7.07% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 75,264 | 4,173 | 0.02% | 0.03% | 22 | -5,468 | -6.77% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,337 | 3,512 | 0.0% | 0.0% | 23 | +4,940 | 8.46% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 56,783 | 3,148 | 0.0% | 0.0% | 24 | +368 | 0.65% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,423 | 3,073 | 0.01% | 0.01% | 25 | +320 | 0.58% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 50,861 | 2,820 | 0.11% | 0.12% | 26 | +1,908 | 3.9% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 50,542 | 2,802 | 0.01% | 0.01% | 27 | +5,243 | 11.57% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,537 | 2,800 | 0.0% | 0.0% | 28 | +3,492 | 7.42% | Q2 2026 | Aug 12, 2026 |
| CPC Advisors, LLC | History | New | 49,813 | 2,762 | 0.37% | — | 29 | +49,813 | New | Q2 2026 | Jul 24, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 49,277 | 2,732 | 1.93% | 2.22% | 30 | -298 | -0.6% | Q2 2026 | Jul 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 47,080 | 2,633 | 3.77% | 3.17% | 31 | -452,937 | -90.58% | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,970 | 2,604 | 0.01% | 0.01% | 32 | +1,372 | 3.01% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 45,523 | 2,524 | 0.01% | 0.02% | 33 | -1,209 | -2.59% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 41,162 | 2,282 | 0.5% | 0.52% | 34 | -1,725 | -4.02% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 38,929 | 2,158 | 0.19% | 0.21% | 35 | +2 | 0.01% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Added to | 38,392 | 2,129 | 0.01% | 0.01% | 36 | +1,035 | 2.77% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 33,045 | 1,832 | 0.0% | 0.0% | 37 | +7,838 | 31.09% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 32,289 | 1,790 | 0.03% | 0.06% | 38 | +10 | 0.03% | Q2 2026 | Jul 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,619 | 1,309 | 0.02% | 0.03% | 39 | +917 | 4.04% | Q2 2026 | Jul 15, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 23,508 | 1,303 | 0.12% | 0.12% | 40 | +14 | 0.06% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 23,178 | 1,285 | 0.0% | 0.0% | 41 | -794 | -3.31% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 22,982 | 1,274 | 0.0% | 0.0% | 42 | +1,188 | 5.45% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 18,690 | 1,036 | 0.01% | 0.02% | 43 | -3,766 | -16.77% | Q2 2026 | Jul 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 18,349 | 1,026 | 0.07% | 0.07% | 44 | -245 | -1.32% | Q2 2026 | Jul 16, 2026 |
| Lido Advisors, LLC | History | Added to | 17,242 | 956 | 0.0% | 0.0% | 45 | +1 | 0.01% | Q2 2026 | Aug 07, 2026 |
| Truvestments Capital LLC | History | Reduced | 16,446 | 912 | 0.14% | 0.16% | 46 | -604 | -3.54% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 16,167 | 896 | 0.03% | 0.03% | 48 | +901 | 5.9% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,169 | 896 | 0.01% | 0.01% | 47 | -31 | -0.19% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 16,000 | 887 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 15,266 | 846 | 0.4% | 0.39% | 50 | +61 | 0.4% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 15,230 | 844 | 0.0% | 0.0% | 51 | -4,145 | -21.39% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,155 | 840 | 0.0% | 0.0% | 52 | +5,577 | 58.23% | Q2 2026 | Aug 19, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,988 | 831 | 0.0% | 0.0% | 53 | +2,073 | 16.05% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,832 | 822 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,709 | 815 | 0.0% | 0.0% | 55 | -52,991 | -78.27% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 14,170 | 785 | 0.04% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,561 | 752 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EASTERN BANK | History | Added to | 12,569 | 697 | 0.01% | 0.0% | 58 | +7,067 | 128.44% | Q2 2026 | Jul 01, 2026 |
| BROWN ADVISORY INC | History | No change | 12,149 | 673 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GreatBanc Trust CO | History | No change | 12,150 | 673 | 0.42% | 0.43% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,042 | 667 | 0.0% | 0.0% | 61 | +30 | 0.25% | Q2 2026 | Sep 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,014 | 666 | 0.01% | 0.01% | 62 | -307 | -2.49% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,684 | 647 | 0.0% | 0.0% | 63 | -6,221 | -34.74% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,292 | 626 | 0.0% | 0.0% | 64 | -442 | -3.77% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,220 | 622 | 0.0% | 0.0% | 65 | +1,438 | 14.7% | Q2 2026 | Jul 28, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,550 | 585 | 0.01% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,305 | 571 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 10,295 | 570 | 0.0% | 0.0% | 68 | -460 | -4.28% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,850 | 548 | 0.0% | 0.0% | 69 | +4,250 | 75.89% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,646 | 534 | 0.01% | 0.01% | 70 | -6 | -0.06% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,243 | 512 | 0.0% | 0.0% | 71 | +538 | 6.18% | Q2 2026 | Sep 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,040 | 501 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,007 | 499 | 0.03% | 0.04% | 73 | -139 | -1.52% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,270 | 459 | 0.0% | 0.0% | 74 | +662 | 8.7% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,372 | 408 | 0.0% | 0.0% | 75 | -1,000 | -11.94% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 7,119 | 394 | 0.03% | 0.04% | 76 | +25 | 0.35% | Q2 2026 | Jul 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 6,500 | 360 | 0.03% | 0.03% | 77 | +500 | 8.33% | Q2 2026 | Aug 04, 2026 |
| PMG Wealth Management, Inc. | History | No change | 6,485 | 359 | 0.22% | 0.24% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | New | 6,445 | 357 | 0.01% | — | 79 | +6,445 | New | Q2 2026 | Aug 14, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 6,428 | 356 | 0.03% | 0.04% | 80 | -2,050 | -24.18% | Q2 2026 | Jul 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,400 | 354 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,003 | 341 | 0.03% | 0.02% | 82 | +292 | 5.11% | Q2 2026 | Jul 29, 2026 |
| Caldwell Trust Co | History | No change | 6,148 | 340 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accurate Wealth Management, LLC | History | New | 5,913 | 331 | 0.03% | — | 84 | +5,913 | New | Q2 2026 | Jul 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 5,894 | 326 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,866 | 325 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,811 | 322 | 0.0% | 0.0% | 87 | -578 | -9.05% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 5,811 | 322 | 0.0% | 0.0% | 88 | +8 | 0.14% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,649 | 313 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,553 | 307 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Guidance Group, Inc. | History | No change | 5,120 | 283 | 0.11% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,000 | 277 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| New Insight Wealth Advisors | History | New | 4,942 | 274 | 0.08% | — | 93 | +4,942 | New | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,681 | 259 | 0.01% | 0.01% | 94 | -489 | -9.46% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 4,664 | 258 | 0.06% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Briaud Financial Planning Inc | History | No change | 4,574 | 253 | 0.07% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,537 | 251 | 0.0% | 0.0% | 97 | +3 | 0.07% | Q2 2026 | Sep 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,355 | 241 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Goodwin Investment Advisory | History | New | 4,255 | 235 | 0.47% | — | 99 | +4,255 | New | Q2 2026 | Aug 19, 2026 |
| HB Wealth Management, LLC | History | New | 4,235 | 234 | 0.0% | — | 100 | +4,235 | New | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,154 | 232 | 0.0% | 0.0% | 101 | -146 | -3.4% | Q2 2026 | Jul 15, 2026 |
| Haverford Trust Co | History | No change | 4,170 | 231 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 4,144 | 229 | 0.0% | — | 103 | +4,144 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,978 | 220 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | New | 3,941 | 218 | 0.01% | — | 105 | +3,941 | New | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,786 | 209 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 3,205 | 177 | 0.0% | 0.0% | 107 | +13 | 0.41% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,871 | 159 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 2,715 | 150 | 0.0% | — | 109 | +2,715 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,641 | 146 | 0.0% | — | 110 | +2,639 | 131950.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,591 | 143 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,425 | 134 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 2,343 | 129 | 0.0% | — | 113 | +2,343 | New | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,258 | 125 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,950 | 108 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,930 | 107 | 0.0% | 0.0% | 116 | +6 | 0.31% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,650 | 91 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,571 | 87 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,425 | 79 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,430 | 79 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Capital Advisory, LLC | History | No change | 1,358 | 75 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | Added to | 1,230 | 68 | 0.01% | 0.01% | 122 | +4 | 0.33% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,175 | 65 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,111 | 61 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITY HOLDING CO | History | New | 1,044 | 57 | 0.01% | — | 125 | +1,044 | New | Q2 2026 | Jul 10, 2026 |
| CITIGROUP INC | History | New | 1,020 | 56 | 0.0% | — | 126 | +1,020 | New | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 777 | 43 | 0.0% | 0.0% | 127 | +3 | 0.39% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Added to | 688 | 38 | 0.0% | 0.0% | 129 | +2 | 0.29% | Q2 2026 | Jul 15, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 690 | 38 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CWM, LLC | History | No change | 689 | 35 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 591 | 32 | 0.0% | 0.01% | 131 | -462 | -43.87% | Q2 2026 | Jul 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 570 | 31 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | Added to | 541 | 30 | 0.01% | 0.01% | 134 | +1 | 0.19% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 547 | 30 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LGT Financial Advisors LLC | History | No change | 500 | 27 | 0.14% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 404 | 22 | 0.0% | — | 136 | +404 | New | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 299 | 16 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | New | 270 | 14 | 0.0% | — | 138 | +270 | New | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 225 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Investment Counsel, Inc | History | New | 200 | 11 | 0.0% | — | 141 | +200 | New | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 198 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 173 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 150 | 8 | 0.0% | — | 144 | +150 | New | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Reduced | 148 | 8 | 0.0% | 0.0% | 143 | -145 | -49.49% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | New | 38 | 2 | 0.0% | — | 145 | +38 | New | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,003 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -53,914 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,014 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,520 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,115 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |