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 | No change | 832,827 | 117,978 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 465,875 | 65,995 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 360,719 | 51,099 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 322,879 | 45,739 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 224,437 | 31,793 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 202,461 | 28,686 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 176,638 | 25,022 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,407 | 15,368 | 0.03% | 0.03% | 8 | +2,416 | 2.3% | Q3 2026 | Nov 02, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 79,795 | 12,043 | 3.58% | 3.38% | 9 | +1,962 | 2.52% | Q3 2026 | Nov 04, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 81,563 | 11,670 | 2.17% | 2.24% | 10 | +126 | 0.15% | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 70,893 | 10,044 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 68,600 | 9,717 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 62,615 | 8,870 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 61,405 | 8,785 | 0.42% | 0.42% | 14 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 57,875 | 8,280 | 0.01% | 0.01% | 15 | -3,253 | -5.32% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 56,816 | 8,050 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 59,400 | 7,598 | 1.58% | 1.43% | 17 | +873 | 1.49% | Q3 2026 | Oct 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 51,561 | 7,302 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 51,046 | 7,231 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 47,986 | 6,865 | 0.07% | 0.07% | 20 | +298 | 0.62% | Q3 2026 | Oct 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 47,969 | 6,795 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 47,208 | 6,687 | 0.64% | 0.64% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 43,449 | 6,154 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 43,149 | 6,112 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 36,301 | 5,142 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 36,101 | 5,114 | 0.25% | 0.25% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 33,490 | 4,791 | 0.2% | 0.2% | 27 | +355 | 1.07% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,278 | 4,733 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 33,405 | 4,732 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 33,150 | 4,689 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,805 | 4,407 | 0.01% | 0.01% | 31 | -431 | -1.38% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,575 | 4,374 | 0.01% | 0.01% | 32 | -13,652 | -30.87% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 30,746 | 4,355 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,026 | 4,339 | 0.01% | 0.01% | 34 | +7,622 | 23.52% | Q3 2026 | Oct 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 28,327 | 4,276 | 0.29% | 0.3% | 35 | +1,043 | 3.82% | Q3 2026 | Oct 30, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 28,589 | 4,090 | 0.21% | 0.67% | 36 | -59,784 | -67.65% | Q3 2026 | Oct 29, 2026 |
| Private Advisor Group, LLC | History | No change | 26,991 | 3,823 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Titiun Yejiel | History | No change | 25,000 | 3,541 | 3.07% | 3.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23,913 | 3,421 | 0.13% | 0.13% | 39 | -820 | -3.32% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 22,412 | 3,206 | 0.0% | 0.0% | 40 | +1,150 | 5.41% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,806 | 3,089 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,155 | 3,026 | 0.58% | 0.52% | 42 | +2,515 | 13.49% | Q3 2026 | Oct 14, 2026 |
| Breakwater Capital Group | History | Reduced | 20,395 | 2,918 | 0.35% | 0.36% | 43 | -503 | -2.41% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 19,711 | 2,792 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,643 | 2,782 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 18,287 | 2,616 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,261 | 2,326 | 0.04% | 0.04% | 47 | -680 | -4.01% | Q3 2026 | Nov 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 16,051 | 2,273 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madison Asset Management, LLC | History | No change | 15,839 | 2,243 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | Added to | 15,412 | 2,205 | 0.04% | 0.04% | 50 | +150 | 0.98% | Q3 2026 | Oct 20, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 15,385 | 2,179 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 15,211 | 2,154 | 0.89% | 0.89% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,471 | 1,927 | 0.01% | 0.02% | 53 | -575 | -4.09% | Q3 2026 | Oct 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,600 | 1,926 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Wealth Map LLC | History | No change | 12,513 | 1,839 | 0.84% | 0.84% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,773 | 1,809 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IFG Advisory, LLC | History | No change | 11,747 | 1,664 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudock, Inc. | History | Reduced | 11,344 | 1,623 | 0.21% | 0.74% | 58 | -29,566 | -72.27% | Q3 2026 | Oct 14, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 11,208 | 1,603 | 0.87% | 1.42% | 59 | -6,207 | -35.64% | Q3 2026 | Nov 02, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,510 | 1,545 | 0.04% | 0.04% | 60 | +377 | 3.72% | Q3 2026 | Oct 09, 2026 |
| truNorth Financial Services, Inc. | History | No change | 10,442 | 1,479 | 1.32% | 1.32% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,309 | 1,460 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BankPlus Trust Department | History | No change | 10,022 | 1,419 | 0.33% | 0.33% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 9,656 | 1,381 | 0.0% | 0.0% | 64 | -743 | -7.14% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 9,658 | 1,381 | 0.0% | 0.0% | 65 | +1 | 0.01% | Q3 2026 | Nov 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,600 | 1,375 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 9,542 | 1,365 | 1.08% | 1.9% | 67 | -9,182 | -49.04% | Q3 2026 | Oct 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,582 | 1,357 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,531 | 1,350 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,309 | 1,340 | 0.35% | 0.34% | 70 | +287 | 3.18% | Q3 2026 | Nov 04, 2026 |
| Argent Trust Co | History | No change | 9,412 | 1,333 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kendall Capital Management | History | Added to | 9,274 | 1,326 | 0.22% | 0.22% | 72 | +64 | 0.69% | Q3 2026 | Oct 23, 2026 |
| Banque de Luxembourg S.A. | History | No change | 9,227 | 1,320 | 0.59% | 0.62% | 73 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Corient Private Wealth LP | History | No change | 9,311 | 1,318 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 9,220 | 1,306 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 8,618 | 1,304 | 0.13% | 0.15% | 76 | +1,515 | 21.33% | Q3 2026 | Nov 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 8,775 | 1,298 | 0.3% | 0.31% | 77 | -173 | -1.93% | Q3 2026 | Oct 26, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,947 | 1,280 | 0.01% | 0.0% | 78 | +6,923 | 342.05% | Q3 2026 | Oct 23, 2026 |
| Independent Family Office, LLC | History | No change | 8,414 | 1,191 | 0.48% | 0.48% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 8,479 | 1,171 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,063 | 1,153 | 0.16% | 0.18% | 81 | -305 | -3.64% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 7,893 | 1,118 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 7,713 | 1,103 | 0.23% | 0.06% | 83 | +5,625 | 269.4% | Q3 2026 | Oct 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,453 | 1,055 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 7,049 | 1,036 | 0.02% | 0.03% | 85 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,278 | 1,031 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 7,170 | 1,025 | 0.1% | — | 87 | +7,170 | New | Q3 2026 | Oct 19, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 6,959 | 985 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 6,887 | 975 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | No change | 6,701 | 958 | 0.28% | 0.29% | 90 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,718 | 951 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,653 | 942 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 6,451 | 913 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 6,329 | 905 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,237 | 883 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 6,213 | 880 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,179 | 875 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,000 | 849 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 5,964 | 844 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 5,717 | 809 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,571 | 789 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,505 | 779 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 5,428 | 776 | 0.01% | 0.01% | 103 | +94 | 1.76% | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,290 | 749 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 5,034 | 713 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,008 | 709 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 5,001 | 708 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,988 | 706 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 4,881 | 698 | 0.28% | 0.28% | 109 | -96 | -1.93% | Q3 2026 | Oct 29, 2026 |
| Navigation Group, LLC | History | No change | 4,700 | 672 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 4,389 | 621 | 0.44% | 0.44% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 15 Wealth Advisors LLC | History | New | 4,285 | 613 | 0.15% | — | 112 | +4,285 | New | Q3 2026 | Oct 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,162 | 595 | 0.01% | 0.01% | 113 | +14 | 0.34% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,196 | 594 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,142 | 592 | 0.04% | 0.04% | 115 | -170 | -3.94% | Q3 2026 | Oct 30, 2026 |
| COFG Advisors, LLC | History | No change | 4,152 | 588 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,125 | 584 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 4,076 | 579 | 0.63% | 0.63% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 4,040 | 578 | 0.0% | — | 119 | +4,040 | New | Q3 2026 | Oct 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4,017 | 575 | 0.06% | 0.06% | 120 | -189 | -4.49% | Q3 2026 | Oct 27, 2026 |
| Asset Dedication, LLC | History | No change | 3,982 | 569 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sensible Money, LLC | History | No change | 3,982 | 569 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 3,971 | 568 | 0.16% | 0.17% | 123 | -245 | -5.81% | Q3 2026 | Oct 19, 2026 |
| BlackRock, Inc. | History | No change | 3,992 | 565 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,934 | 557 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 3,860 | 546 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 3,813 | 545 | 0.01% | 0.01% | 127 | -312 | -7.56% | Q3 2026 | Nov 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,782 | 541 | 0.01% | 0.01% | 128 | +54 | 1.45% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,706 | 524 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,693 | 523 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 3,600 | 509 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 3,281 | 464 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,225 | 461 | 0.0% | 0.0% | 133 | -666 | -17.12% | Q3 2026 | Oct 16, 2026 |
| M&T BANK CORP | History | No change | 3,250 | 460 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 3,214 | 459 | 0.08% | 0.09% | 135 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 3,229 | 457 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capstone Wealth Management Group, Inc. | History | Added to | 3,181 | 455 | 0.27% | 0.27% | 137 | +2 | 0.06% | Q3 2026 | Oct 19, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,024 | 454 | 0.01% | 0.02% | 138 | -2,615 | -46.37% | Q3 2026 | Oct 26, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 3,137 | 448 | 0.03% | 0.03% | 139 | -100 | -3.09% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Added to | 3,116 | 445 | 0.0% | 0.0% | 140 | +1,050 | 50.82% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | No change | 2,913 | 438 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,085 | 437 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 3,031 | 431 | 0.01% | 0.01% | 143 | -85 | -2.73% | Q3 2026 | Oct 23, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 2,946 | 421 | 0.25% | 0.27% | 144 | -6 | -0.2% | Q3 2026 | Oct 20, 2026 |
| JBR Co Financial Management Inc | History | No change | 2,955 | 420 | 0.16% | 0.15% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,908 | 411 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,900 | 410 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,804 | 401 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Osbon Capital Management LLC | History | No change | 2,727 | 386 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Wealth Partners, LLC | History | New | 2,664 | 381 | 0.3% | — | 150 | +2,664 | New | Q3 2026 | Oct 13, 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% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 2,625 | 375 | 0.22% | 0.22% | 153 | -50 | -1.87% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 2,642 | 374 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 2,604 | 372 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 2,592 | 370 | 0.03% | 0.18% | 156 | -9,415 | -78.41% | Q3 2026 | Nov 02, 2026 |
| Banco Santander, S.A. | History | No change | 2,554 | 361 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 2,508 | 358 | 0.19% | 0.21% | 158 | +80 | 3.29% | Q3 2026 | Nov 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,500 | 357 | 0.0% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,464 | 349 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 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 | No change | 2,375 | 336 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 2,341 | 334 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 2,303 | 326 | 0.22% | 0.22% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 2,253 | 322 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,171 | 310 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 2,128 | 304 | 0.01% | 0.02% | 168 | -12 | -0.56% | Q3 2026 | Oct 13, 2026 |
| PFG Advisors | History | No change | 2,125 | 304 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Aspect Partners, LLC | History | Added to | 2,118 | 303 | 0.11% | 0.11% | 170 | +3 | 0.14% | Q3 2026 | Oct 20, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,140 | 303 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,036 | 288 | 0.16% | 0.16% | 171 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,000 | 286 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,984 | 281 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,980 | 280 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,934 | 273 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 1,870 | 264 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,842 | 260 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,796 | 256 | 0.01% | 0.0% | 178 | -12 | -0.66% | Q3 2026 | Oct 21, 2026 |
| Sentry LLC | History | No change | 1,788 | 255 | 0.09% | 0.07% | 179 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,751 | 251 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,751 | 250 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Mutual Advisors, LLC | History | No change | 1,667 | 236 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,654 | 234 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,649 | 233 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,641 | 232 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 1,640 | 232 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TPG Advisors LLC | History | No change | 1,609 | 230 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Tactive Advisors, LLC | History | Reduced | 1,596 | 228 | 0.05% | 0.06% | 188 | -85 | -5.06% | Q3 2026 | Oct 08, 2026 |
| NOVEM GROUP | History | Reduced | 1,542 | 220 | 0.02% | 0.02% | 189 | -107 | -6.49% | Q3 2026 | Oct 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,534 | 217 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 1,532 | 216 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAXON INTERESTS, INC. | History | New | 1,497 | 214 | 0.07% | — | 193 | +1,497 | New | Q3 2026 | Oct 26, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 1,516 | 214 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 1,500 | 212 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,500 | 212 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 1,473 | 208 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Advisors, Inc. | History | No change | 1,450 | 205 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Burk Holdings LLC | History | No change | 1,400 | 200 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,372 | 196 | 0.0% | 0.0% | 199 | -51 | -3.58% | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | New | 1,250 | 178 | 0.01% | — | 201 | +1,250 | New | Q3 2026 | Nov 05, 2026 |
| Main Street Group, LTD | History | Added to | 1,247 | 178 | 0.04% | 0.02% | 200 | +641 | 105.78% | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,199 | 171 | 0.01% | 0.01% | 202 | -34 | -2.76% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,000 | 143 | 0.03% | 0.03% | 203 | -41 | -3.94% | Q3 2026 | Oct 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1,005 | 142 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 811 | 116 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bangor Savings Bank | History | No change | 765 | 109 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| TSFG, LLC | History | Reduced | 634 | 91 | 0.02% | 0.09% | 207 | -4,285 | -87.11% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 567 | 80 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 537 | 77 | 0.0% | 0.0% | 209 | +1 | 0.19% | Q3 2026 | Oct 02, 2026 |
| WHITTIER TRUST CO | History | No change | 505 | 72 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 500 | 72 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Marquette Asset Management, LLC | History | New | 500 | 71 | 0.01% | — | 212 | +500 | New | Q3 2026 | Oct 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 496 | 70 | 0.0% | 0.0% | 213 | -199 | -28.63% | Q3 2026 | Oct 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 466 | 66 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Luminist Capital LLC | History | No change | 456 | 64 | 0.07% | 0.07% | 215 | 0 | 0.0% | 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% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 437 | 62 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Axiom Investment Management LLC | History | No change | 400 | 57 | 0.05% | 0.04% | 219 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Crews Bank & Trust | History | No change | 400 | 56 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Millstone Evans Group, LLC | History | No change | 382 | 54 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 336 | 47 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 300 | 42 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 291 | 41 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 288 | 41 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 287 | 41 | 0.03% | 0.04% | 226 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 281 | 40 | 0.0% | 0.0% | 227 | -50 | -15.11% | Q3 2026 | Nov 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 256 | 36 | 0.0% | — | 229 | +256 | New | Q3 2026 | Oct 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 36 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 223 | 31 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 217 | 31 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Goodman Advisory Group, LLC | History | New | 207 | 29 | 0.01% | — | 232 | +207 | New | Q3 2026 | Oct 30, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 146 | 20 | 0.0% | — | 233 | +146 | New | Q3 2026 | Nov 03, 2026 |
| Bernard Wealth Management Corp. | History | No change | 130 | 18 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| HM PAYSON & CO | History | No change | 125 | 17 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 126 | 17 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 110 | 15 | 0.0% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 112 | 15 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 103 | 14 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 100 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 101 | 14 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 104 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 102 | 14 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | No change | 86 | 12 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 57 | 8 | 0.0% | 0.0% | 248 | -3 | -5.0% | Q3 2026 | Oct 29, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 50 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Qube Research & Technologies Ltd | History | No change | 45 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.81% | — | -29,516 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Del-Sette Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.33% | — | -16,080 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,434 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -940 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -190 | -100.0% | Q3 2026 | Oct 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |