INVESCO EXCHANGE-TRADED FUND TRUST - PKW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 832,827 | 117,978 | 0.01% | 0.01% | 1 | -9,166 | -1.09% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 465,875 | 65,995 | 0.01% | 0.02% | 2 | +9,985 | 2.19% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 360,719 | 51,099 | 0.01% | 0.01% | 3 | -9,121 | -2.47% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 322,879 | 45,739 | 0.0% | 0.0% | 4 | -21,133 | -6.14% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 224,437 | 31,793 | 0.01% | 0.01% | 5 | +3,346 | 1.51% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 202,461 | 28,686 | 0.02% | 0.02% | 6 | +8,713 | 4.5% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 176,638 | 25,022 | 0.0% | 0.0% | 7 | +2,798 | 1.61% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 104,991 | 14,873 | 0.03% | 0.04% | 8 | -1,065 | -1.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 88,373 | 12,518 | 0.67% | 0.65% | 9 | +8,845 | 11.12% | Q2 2026 | Jul 27, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 81,437 | 11,536 | 2.24% | 2.34% | 10 | -1,118 | -1.35% | Q2 2026 | Jul 29, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 77,833 | 11,018 | 3.38% | 3.54% | 11 | +5,779 | 8.02% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 70,893 | 10,044 | 0.0% | 0.0% | 12 | +20,474 | 40.61% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 68,600 | 9,717 | 0.0% | 0.0% | 13 | -1,920 | -2.72% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Added to | 62,615 | 8,870 | 0.01% | 0.01% | 14 | +1,483 | 2.43% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 61,405 | 8,698 | 0.42% | 0.42% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 61,128 | 8,659 | 0.01% | 0.01% | 16 | -7,644 | -11.11% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,816 | 8,050 | 0.01% | 0.01% | 17 | +4,504 | 8.61% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 58,527 | 7,475 | 1.43% | 1.43% | 18 | -231 | -0.39% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 51,561 | 7,302 | 0.0% | 0.0% | 19 | +15,230 | 41.92% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 51,046 | 7,231 | 0.04% | 0.05% | 20 | +633 | 1.26% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 47,969 | 6,795 | 0.04% | 0.04% | 21 | +1,161 | 2.48% | Q2 2026 | Aug 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 47,688 | 6,755 | 0.07% | 0.07% | 22 | -692 | -1.43% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 47,208 | 6,687 | 0.64% | 0.67% | 23 | -38 | -0.08% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,227 | 6,265 | 0.01% | 0.01% | 24 | -4,141 | -8.56% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 43,449 | 6,154 | 0.0% | 0.01% | 25 | -27,624 | -38.87% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 43,149 | 6,112 | 0.0% | 0.0% | 26 | +84 | 0.2% | Q2 2026 | Aug 13, 2026 |
| Hudock, Inc. | History | Reduced | 40,910 | 5,795 | 0.74% | 0.81% | 27 | -1,241 | -2.94% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | Reduced | 36,301 | 5,142 | 0.01% | 0.01% | 28 | -45,682 | -55.72% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 36,101 | 5,114 | 0.25% | 0.29% | 29 | -1,181 | -3.17% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 33,278 | 4,733 | 0.0% | 0.0% | 30 | -1,148 | -3.33% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 33,405 | 4,732 | 0.0% | 0.0% | 31 | +8,609 | 34.72% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 33,135 | 4,693 | 0.2% | 0.21% | 32 | +880 | 2.73% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,150 | 4,689 | 0.0% | 0.0% | 33 | +1,156 | 3.61% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,236 | 4,424 | 0.01% | 0.01% | 34 | +2,518 | 8.77% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 30,746 | 4,355 | 0.02% | 0.03% | 35 | -6,939 | -18.41% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 29,516 | 4,181 | 0.81% | 0.91% | 36 | -57 | -0.19% | Q2 2026 | Jul 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 27,284 | 4,010 | 0.3% | 0.56% | 37 | -24,258 | -47.06% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,991 | 3,823 | 0.02% | 0.02% | 38 | -7,002 | -20.6% | Q2 2026 | Jul 27, 2026 |
| Titiun Yejiel | History | No change | 25,000 | 3,541 | 3.07% | 3.31% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 24,733 | 3,503 | 0.13% | 0.14% | 40 | -771 | -3.02% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,404 | 3,205 | 0.01% | 0.01% | 41 | +529 | 1.66% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,806 | 3,089 | 0.01% | 0.01% | 42 | +8,485 | 63.7% | Q2 2026 | Aug 12, 2026 |
| Smart Portfolios, LLC | History | No change | 23,290 | 3,056 | 3.05% | 3.05% | 43 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 21,262 | 3,012 | 0.0% | 0.0% | 44 | +2,558 | 13.68% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Reduced | 20,898 | 2,960 | 0.36% | 0.37% | 45 | -191 | -0.91% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,711 | 2,792 | 0.0% | 0.0% | 46 | -183 | -0.92% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,643 | 2,782 | 0.01% | 0.01% | 47 | +3,189 | 19.38% | Q2 2026 | Aug 07, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 18,724 | 2,652 | 1.9% | 1.82% | 48 | +2,478 | 15.25% | Q2 2026 | Jul 29, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 18,640 | 2,640 | 0.52% | 0.33% | 49 | +7,547 | 68.03% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 18,287 | 2,590 | 0.1% | 0.11% | 50 | -47 | -0.26% | Q2 2026 | Jul 22, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 17,415 | 2,467 | 1.42% | 1.68% | 51 | -3,081 | -15.03% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,941 | 2,399 | 0.04% | 0.08% | 52 | -669 | -3.8% | Q2 2026 | Jul 21, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 16,080 | 2,277 | 1.33% | 0.49% | 53 | +9,865 | 158.73% | Q2 2026 | Jul 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,051 | 2,273 | 0.11% | 0.12% | 54 | -164 | -1.01% | Q2 2026 | Aug 10, 2026 |
| Madison Asset Management, LLC | History | No change | 15,839 | 2,243 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 15,385 | 2,179 | 0.01% | 0.01% | 56 | -26 | -0.17% | Q2 2026 | Aug 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 15,262 | 2,162 | 0.04% | 0.04% | 57 | +80 | 0.53% | Q2 2026 | Jul 30, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 15,211 | 2,154 | 0.89% | 1.0% | 58 | -590 | -3.73% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,046 | 1,989 | 0.02% | 0.02% | 59 | -199 | -1.4% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,600 | 1,926 | 0.0% | 0.0% | 60 | +103 | 0.76% | Q2 2026 | Aug 12, 2026 |
| One Wealth Map LLC | History | Added to | 12,513 | 1,839 | 0.84% | 0.77% | 61 | +605 | 5.08% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,773 | 1,809 | 0.01% | 0.01% | 62 | +4,306 | 50.86% | Q2 2026 | Sep 08, 2026 |
| Asset One Wealth Management LLC | History | Added to | 12,007 | 1,723 | 0.18% | 0.18% | 63 | +59 | 0.49% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 11,747 | 1,664 | 0.06% | — | 64 | +11,747 | New | Q2 2026 | Aug 13, 2026 |
| truNorth Financial Services, Inc. | History | Added to | 10,442 | 1,479 | 1.32% | 1.31% | 65 | +816 | 8.48% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Reduced | 10,399 | 1,473 | 0.0% | 0.0% | 66 | -662 | -5.98% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,309 | 1,460 | 0.0% | 0.0% | 67 | -12,821 | -55.43% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,133 | 1,448 | 0.04% | 0.04% | 68 | +557 | 5.82% | Q2 2026 | Jul 15, 2026 |
| BankPlus Trust Department | History | Reduced | 10,022 | 1,419 | 0.33% | 0.35% | 69 | -14 | -0.14% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,600 | 1,375 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,657 | 1,368 | 0.0% | 0.0% | 71 | -1 | -0.01% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,582 | 1,357 | 0.04% | 0.05% | 72 | -331 | -3.34% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,531 | 1,350 | 0.0% | 0.0% | 73 | +3,523 | 58.64% | Q2 2026 | Aug 19, 2026 |
| Argent Trust Co | History | No change | 9,412 | 1,333 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Added to | 9,311 | 1,318 | 0.0% | 0.0% | 75 | +312 | 3.47% | Q2 2026 | Aug 27, 2026 |
| Banque de Luxembourg S.A. | History | No change | 9,227 | 1,307 | 0.62% | 0.63% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 9,220 | 1,306 | 0.08% | 0.09% | 77 | +4 | 0.04% | Q2 2026 | Aug 11, 2026 |
| Kendall Capital Management | History | Reduced | 9,210 | 1,304 | 0.22% | 0.25% | 78 | -55 | -0.59% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,022 | 1,291 | 0.34% | 0.35% | 79 | +593 | 7.04% | Q2 2026 | Jul 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 8,948 | 1,286 | 0.31% | 0.33% | 80 | +2 | 0.02% | Q2 2026 | Aug 06, 2026 |
| Independent Family Office, LLC | History | No change | 8,414 | 1,191 | 0.48% | 0.45% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,368 | 1,185 | 0.18% | 0.25% | 82 | -1,325 | -13.67% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 8,479 | 1,171 | 0.0% | 0.0% | 83 | +930 | 12.32% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 7,893 | 1,118 | 0.0% | — | 84 | +7,893 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,453 | 1,055 | 0.0% | 0.0% | 85 | +1,024 | 15.93% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 7,103 | 1,043 | 0.15% | 0.12% | 86 | -1,515 | -17.58% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 7,278 | 1,031 | 0.0% | 0.0% | 87 | +253 | 3.6% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 7,049 | 1,012 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,959 | 985 | 0.41% | 0.42% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Reduced | 6,887 | 975 | 0.01% | 0.01% | 90 | -1,019 | -12.89% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,718 | 951 | 0.02% | 0.02% | 91 | +665 | 10.99% | Q2 2026 | Aug 06, 2026 |
| S.A. Mason LLC | History | No change | 6,701 | 949 | 0.29% | 0.33% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,653 | 942 | 0.01% | 0.01% | 93 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 6,451 | 913 | 0.0% | 0.0% | 94 | -247 | -3.69% | Q2 2026 | Aug 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,329 | 896 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 6,237 | 883 | 0.03% | 0.03% | 96 | +1 | 0.02% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 6,213 | 880 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,179 | 875 | 0.0% | 0.0% | 98 | +2,573 | 71.35% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,000 | 849 | 0.0% | — | 99 | +6,000 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Reduced | 5,964 | 844 | 0.0% | 0.0% | 100 | -101 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | Reduced | 5,717 | 809 | 0.17% | 0.22% | 101 | -2,466 | -30.14% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,639 | 807 | 0.02% | 0.01% | 102 | +1,124 | 24.89% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,571 | 789 | 0.0% | 0.0% | 103 | +23 | 0.41% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,505 | 779 | 0.01% | 0.01% | 104 | +162 | 3.03% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 5,334 | 755 | 0.01% | 0.01% | 105 | +783 | 17.21% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,290 | 749 | 0.0% | 0.0% | 106 | -25 | -0.47% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,034 | 713 | 0.1% | 0.1% | 107 | -497 | -8.99% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,008 | 709 | 0.0% | 0.0% | 108 | -52 | -1.03% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,001 | 708 | 0.01% | 0.01% | 109 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 4,988 | 706 | 0.0% | 0.0% | 110 | -33,500 | -87.04% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 4,977 | 704 | 0.28% | 0.3% | 111 | +9 | 0.18% | Q2 2026 | Jul 24, 2026 |
| TSFG, LLC | History | No change | 4,919 | 697 | 0.09% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Navigation Group, LLC | History | No change | 4,700 | 665 | 0.13% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 4,389 | 621 | 0.44% | 0.46% | 114 | +4 | 0.09% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 4,657 | 611 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,312 | 610 | 0.04% | 0.04% | 116 | -65 | -1.49% | Q2 2026 | Jul 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 4,216 | 597 | 0.17% | 0.19% | 117 | -143 | -3.28% | Q2 2026 | Jul 09, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,206 | 596 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,196 | 594 | 0.0% | 0.0% | 119 | +43 | 1.04% | Q2 2026 | Aug 13, 2026 |
| COFG Advisors, LLC | History | New | 4,152 | 588 | 0.1% | — | 120 | +4,152 | New | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,148 | 587 | 0.01% | 0.01% | 121 | -272 | -6.15% | Q2 2026 | Jul 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,125 | 584 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 4,125 | 584 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 4,076 | 579 | 0.63% | 0.5% | 124 | +632 | 18.35% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 3,992 | 565 | 0.0% | 0.0% | 125 | +2,784 | 230.46% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | Reduced | 3,982 | 564 | 0.04% | 0.04% | 126 | -37 | -0.92% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | Reduced | 3,982 | 564 | 0.15% | 0.16% | 127 | -37 | -0.92% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,934 | 557 | 0.0% | 0.0% | 128 | +1 | 0.03% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,891 | 551 | 0.0% | 0.0% | 129 | +615 | 18.77% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,860 | 546 | 0.01% | 0.01% | 130 | -4 | -0.1% | Q2 2026 | Aug 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,070 | 534 | 0.33% | 0.33% | 131 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,728 | 528 | 0.01% | 0.01% | 132 | +425 | 12.87% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,706 | 524 | 0.0% | 0.0% | 133 | -59 | -1.57% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,693 | 523 | 0.0% | 0.0% | 134 | -963 | -20.68% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 3,600 | 509 | 0.06% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,281 | 464 | 0.01% | 0.0% | 136 | +451 | 15.94% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 3,250 | 460 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 3,237 | 458 | 0.03% | 0.04% | 138 | +1 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 3,229 | 457 | 0.03% | 0.04% | 139 | -1,105 | -25.5% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | Reduced | 3,214 | 455 | 0.09% | 0.09% | 140 | -4 | -0.12% | Q2 2026 | Aug 03, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 3,179 | 450 | 0.27% | — | 141 | +3,179 | New | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | Added to | 3,116 | 441 | 0.01% | 0.01% | 142 | +481 | 18.25% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,085 | 437 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 2,955 | 418 | 0.15% | 0.23% | 145 | -1,172 | -28.4% | Q2 2026 | Jul 09, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 2,952 | 418 | 0.27% | 0.29% | 144 | -1 | -0.03% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,913 | 413 | 0.01% | 0.01% | 146 | -25 | -0.85% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,908 | 411 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,900 | 410 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,804 | 397 | 0.0% | 0.0% | 149 | -72 | -2.5% | Q2 2026 | Aug 05, 2026 |
| Osbon Capital Management LLC | History | Reduced | 2,727 | 386 | 0.3% | 0.33% | 150 | -397 | -12.71% | Q2 2026 | Aug 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 2,675 | 378 | 0.22% | 0.23% | 152 | -40 | -1.47% | Q2 2026 | Jul 21, 2026 |
| Miller Investment Management, LP | History | No change | 2,675 | 378 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,656 | 376 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 2,642 | 374 | 0.0% | 0.0% | 154 | +41 | 1.58% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,604 | 368 | 0.03% | 0.03% | 155 | -50 | -1.88% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | No change | 2,554 | 361 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,500 | 354 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 2,464 | 349 | 0.08% | 0.09% | 158 | -33 | -1.32% | Q2 2026 | Aug 10, 2026 |
| Integrity Wealth Partners, LLC | History | No change | 2,664 | 349 | 0.31% | 0.31% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 2,428 | 343 | 0.21% | 0.23% | 160 | +103 | 4.43% | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 2,385 | 337 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 2,375 | 336 | 0.02% | 0.02% | 162 | -114 | -4.58% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 2,341 | 331 | 0.02% | 0.02% | 163 | -101 | -4.14% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Reduced | 2,303 | 326 | 0.22% | 0.26% | 164 | -18 | -0.78% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 2,253 | 319 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,171 | 307 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 2,140 | 303 | 0.02% | 0.02% | 168 | -59 | -2.68% | Q2 2026 | Jul 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,140 | 303 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 2,125 | 301 | 0.02% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspect Partners, LLC | History | Added to | 2,115 | 299 | 0.11% | 0.11% | 170 | +4 | 0.19% | Q2 2026 | Jul 16, 2026 |
| Financial & Tax Architects, LLC | History | New | 2,088 | 295 | 0.06% | — | 171 | +2,088 | New | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,066 | 292 | 0.0% | 0.0% | 172 | -1,050 | -33.7% | Q2 2026 | Aug 07, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 2,036 | 288 | 0.16% | 0.17% | 173 | +38 | 1.9% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,024 | 286 | 0.0% | 0.0% | 174 | +400 | 24.63% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,000 | 283 | 0.0% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,984 | 281 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,980 | 280 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,934 | 273 | 0.0% | 0.0% | 178 | +334 | 20.88% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,870 | 264 | 0.01% | 0.01% | 179 | +22 | 1.19% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,842 | 260 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,808 | 256 | 0.0% | — | 181 | +1,808 | New | Q2 2026 | Jul 28, 2026 |
| Sentry LLC | History | Reduced | 1,788 | 253 | 0.07% | 0.08% | 182 | -37 | -2.03% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 1,751 | 248 | 0.01% | — | 184 | +1,751 | New | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,751 | 248 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tactive Advisors, LLC | History | Reduced | 1,681 | 238 | 0.06% | 0.06% | 185 | -1 | -0.06% | Q2 2026 | Jul 08, 2026 |
| Mutual Advisors, LLC | History | No change | 1,667 | 236 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,654 | 234 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,649 | 233 | 0.01% | 0.02% | 188 | -4,280 | -72.19% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | Reduced | 1,649 | 233 | 0.02% | 0.03% | 189 | -74 | -4.29% | Q2 2026 | Jul 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,641 | 232 | 0.01% | 0.01% | 190 | -242 | -12.85% | Q2 2026 | Aug 10, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 1,640 | 232 | 0.14% | 0.18% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TPG Advisors LLC | History | No change | 1,609 | 227 | 0.12% | 0.13% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,534 | 217 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 1,532 | 216 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dana Investment Advisors, Inc. | History | New | 1,516 | 214 | 0.01% | — | 195 | +1,516 | New | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 1,500 | 212 | 0.08% | — | 196 | +1,500 | New | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | New | 1,500 | 212 | 0.03% | — | 197 | +1,500 | New | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | New | 1,473 | 208 | 0.04% | — | 198 | +1,473 | New | Q2 2026 | Aug 10, 2026 |
| Argent Advisors, Inc. | History | New | 1,450 | 205 | 0.05% | — | 199 | +1,450 | New | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 1,434 | 203 | 0.01% | — | 200 | +1,434 | New | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | No change | 1,423 | 201 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Burk Holdings LLC | History | No change | 1,400 | 198 | 0.07% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,233 | 174 | 0.01% | 0.01% | 203 | +53 | 4.49% | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | No change | 1,041 | 147 | 0.03% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dunhill Financial, LLC | History | No change | 1,005 | 142 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 940 | 133 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Added to | 811 | 114 | 0.0% | 0.0% | 207 | +511 | 170.33% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | No change | 765 | 108 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 695 | 98 | 0.0% | 0.0% | 209 | -35 | -4.79% | Q2 2026 | Jul 20, 2026 |
| Main Street Group, LTD | History | Added to | 606 | 85 | 0.02% | 0.02% | 210 | +1 | 0.17% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | New | 567 | 80 | 0.0% | — | 211 | +567 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 536 | 76 | 0.0% | 0.0% | 212 | +1 | 0.19% | Q2 2026 | Jul 01, 2026 |
| WHITTIER TRUST CO | History | Added to | 505 | 72 | 0.0% | 0.0% | 213 | +1 | 0.2% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 500 | 71 | 0.0% | — | 214 | +500 | New | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 466 | 66 | 0.01% | 0.01% | 215 | -18 | -3.72% | Q2 2026 | Aug 07, 2026 |
| Luminist Capital LLC | History | New | 456 | 64 | 0.07% | — | 217 | +456 | New | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 453 | 64 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 451 | 63 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 437 | 61 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axiom Investment Management LLC | History | No change | 400 | 56 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Crews Bank & Trust | History | No change | 400 | 56 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Millstone Evans Group, LLC | History | No change | 382 | 54 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 336 | 47 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 331 | 46 | 0.0% | 0.0% | 224 | -20 | -5.7% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | No change | 300 | 42 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 291 | 41 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 288 | 40 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 287 | 40 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 35 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 223 | 31 | 0.0% | 0.0% | 230 | -376 | -62.77% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 217 | 30 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 190 | 26 | 0.01% | 0.02% | 232 | -43 | -18.45% | Q2 2026 | Jul 01, 2026 |
| Bernard Wealth Management Corp. | History | No change | 130 | 18 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Arax Advisory Partners | History | New | 126 | 17 | 0.0% | — | 235 | +126 | New | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 125 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 110 | 15 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 112 | 15 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 102 | 14 | 0.0% | — | 244 | +102 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 103 | 14 | 0.0% | 0.0% | 239 | +88 | 586.67% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 100 | 14 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 101 | 14 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 104 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kroeger Financial Partners | History | New | 86 | 12 | 0.01% | — | 245 | +86 | New | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 60 | 8 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 50 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 45 | 6 | 0.0% | 0.0% | 249 | -59 | -56.73% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 41 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 37 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -18,075 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.72% | — | -12,011 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,616 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.11% | — | -11,007 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,934 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BigSur Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,900 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -2,982 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,952 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,130 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -813 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -264 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -250 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |