INVESCO EXCHANGE-TRADED FUND TRUST - PWB
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 | Added to | 1,917,599 | 323,038 | 0.07% | 0.05% | 1 | +296,276 | 18.27% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 915,160 | 154,168 | 0.01% | 0.01% | 2 | +88,193 | 10.66% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 730,757 | 123,103 | 0.03% | 0.03% | 3 | +69,306 | 10.48% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 580,687 | 97,822 | 0.01% | 0.0% | 4 | +137,694 | 31.08% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 334,047 | 56,239 | 0.01% | 0.01% | 5 | +92,734 | 38.43% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 305,105 | 51,398 | 0.12% | 0.09% | 6 | +16,060 | 5.56% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 231,529 | 39,003 | 0.05% | 0.02% | 7 | +141,099 | 156.03% | Q2 2026 | Aug 14, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 215,222 | 36,256 | 10.65% | 8.97% | 8 | +3,001 | 1.41% | Q2 2026 | Jul 07, 2026 |
| Center for Wealth Management Advisory | History | Reduced | 204,459 | 34,443 | 21.62% | 19.04% | 9 | -5,491 | -2.62% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 172,951 | 29,135 | 5.27% | 4.62% | 10 | +6,033 | 3.61% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Added to | 165,763 | 27,924 | 0.0% | 0.0% | 11 | +1,097 | 0.67% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 160,799 | 27,088 | 0.91% | 0.78% | 12 | -3,145 | -1.92% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 143,104 | 24,107 | 0.0% | 0.0% | 13 | +7,480 | 5.52% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 140,053 | 23,593 | 0.03% | 0.02% | 14 | +1,180 | 0.85% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 137,847 | 23,221 | 0.0% | 0.0% | 15 | +31,315 | 29.39% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 135,429 | 22,815 | 0.0% | 0.0% | 16 | +20,058 | 17.39% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 124,307 | 20,940 | 0.9% | 0.66% | 17 | +19,043 | 18.09% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 123,695 | 20,837 | 0.1% | 0.06% | 18 | +21,752 | 21.34% | Q2 2026 | Jul 27, 2026 |
| WIN ADVISORS, INC | History | Reduced | 120,372 | 20,277 | 7.23% | 7.31% | 19 | -6,568 | -5.17% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 115,202 | 19,407 | 0.06% | 0.06% | 20 | -1,377 | -1.18% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 115,120 | 19,393 | 0.12% | 0.06% | 21 | +44,501 | 63.02% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 114,865 | 19,350 | 0.19% | 0.16% | 22 | -331 | -0.29% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 111,487 | 18,781 | 0.0% | 0.0% | 23 | +11,649 | 11.67% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,338 | 17,649 | 0.01% | 0.0% | 24 | +35,415 | 47.27% | Q2 2026 | Aug 14, 2026 |
| Anderson Financial Strategies, LLC | History | New | 111,298 | 17,355 | 9.02% | — | 25 | +111,298 | New | Q2 2026 | Aug 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 97,528 | 16,429 | 0.02% | 0.02% | 26 | -3,142 | -3.12% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 91,100 | 15,346 | 0.01% | 0.01% | 27 | +21,900 | 31.65% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 90,826 | 15,300 | 1.89% | 1.57% | 28 | -55 | -0.06% | Q2 2026 | Jul 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 87,023 | 14,659 | 0.76% | 0.63% | 29 | +216 | 0.25% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 79,580 | 13,406 | 0.02% | 0.02% | 30 | -7,108 | -8.2% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 78,013 | 13,141 | 0.01% | 0.01% | 31 | +11,512 | 17.31% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,094 | 12,650 | 0.03% | 0.02% | 32 | +21,994 | 41.42% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 68,254 | 11,498 | 0.02% | 0.02% | 33 | -1,400 | -2.01% | Q2 2026 | Aug 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | New | 53,941 | 9,086 | 2.9% | — | 34 | +53,941 | New | Q2 2026 | Jul 09, 2026 |
| Prostatis Group LLC | History | New | 53,570 | 9,024 | 2.1% | — | 35 | +53,570 | New | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | New | 53,401 | 8,995 | 5.24% | — | 36 | +53,401 | New | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 49,443 | 8,329 | 0.01% | 0.01% | 37 | +1,626 | 3.4% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 62,712 | 7,897 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | New | 45,920 | 7,735 | 0.02% | — | 39 | +45,920 | New | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 45,194 | 7,613 | 0.22% | 0.19% | 40 | -1,491 | -3.19% | Q2 2026 | Jul 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 44,884 | 7,561 | 0.23% | 0.2% | 41 | -726 | -1.59% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 42,634 | 7,182 | 0.69% | 0.64% | 42 | -2,886 | -6.34% | Q2 2026 | Aug 10, 2026 |
| Forge Financial Services LLC | History | Reduced | 38,987 | 6,568 | 0.57% | 0.5% | 43 | -437 | -1.11% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 34,763 | 5,856 | 1.16% | 1.02% | 44 | -593 | -1.68% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 34,644 | 5,836 | 0.18% | 0.14% | 45 | +1,317 | 3.95% | Q2 2026 | Jul 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 45,920 | 5,782 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | Reduced | 33,487 | 5,641 | 1.05% | 0.89% | 47 | -450 | -1.33% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 34,149 | 5,374 | 0.11% | 0.11% | 48 | -990 | -2.82% | Q2 2026 | Jul 29, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 28,889 | 4,866 | 1.57% | 0.94% | 49 | +8,505 | 41.72% | Q2 2026 | Jul 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 27,904 | 4,700 | 0.41% | 0.4% | 50 | -1,926 | -6.46% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 27,753 | 4,675 | 0.62% | 0.33% | 51 | +11,339 | 69.08% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,596 | 4,313 | 0.02% | 0.02% | 52 | -1,564 | -5.76% | Q2 2026 | Aug 14, 2026 |
| CROBAN | History | New | 25,037 | 4,217 | 1.86% | — | 53 | +25,037 | New | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,545 | 4,135 | 0.01% | 0.0% | 54 | +13,844 | 129.37% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 23,887 | 4,024 | 0.21% | 0.09% | 55 | +12,804 | 115.53% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,903 | 3,858 | 0.03% | 0.02% | 56 | +933 | 4.25% | Q2 2026 | Sep 08, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 22,022 | 3,709 | 0.34% | 0.29% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Reduced | 21,983 | 3,703 | 0.0% | 0.0% | 58 | -2,232 | -9.22% | Q2 2026 | Aug 13, 2026 |
| Rollins Financial Advisors, LLC | History | New | 20,138 | 3,392 | 0.45% | — | 59 | +20,138 | New | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,478 | 3,281 | 0.02% | 0.02% | 60 | -608 | -3.03% | Q2 2026 | Jul 20, 2026 |
| Peck Wealth Management, LLC | History | Added to | 18,142 | 3,056 | 2.57% | 2.14% | 61 | +1,223 | 7.23% | Q2 2026 | Jul 31, 2026 |
| Bleakley Financial Group, LLC | History | New | 18,089 | 3,047 | 0.04% | — | 62 | +18,089 | New | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,074 | 3,044 | 0.15% | 0.09% | 63 | +5,993 | 49.61% | Q2 2026 | Aug 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 17,775 | 2,994 | 0.2% | 0.14% | 64 | +2,844 | 19.05% | Q2 2026 | Jul 20, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 17,709 | 2,983 | 1.15% | 0.47% | 65 | +8,862 | 100.17% | Q2 2026 | Jul 27, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 17,272 | 2,909 | 0.92% | 0.78% | 66 | -91 | -0.52% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,936 | 2,853 | 0.01% | 0.0% | 67 | +10,304 | 155.37% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,935 | 2,852 | 0.02% | 0.02% | 68 | -269 | -1.56% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 16,797 | 2,829 | 0.05% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empirical Asset Management, LLC | History | Added to | 15,282 | 2,574 | 0.58% | 0.49% | 70 | +500 | 3.38% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,239 | 2,567 | 0.01% | 0.01% | 71 | -73 | -0.48% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,849 | 2,501 | 0.0% | 0.0% | 72 | -629 | -4.06% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 15,844 | 2,448 | 0.24% | 0.23% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 14,378 | 2,422 | 1.43% | 1.41% | 74 | -3,332 | -18.81% | Q2 2026 | Jul 22, 2026 |
| Prism Advisors, Inc. | History | Reduced | 13,767 | 2,319 | 0.56% | 0.48% | 75 | -542 | -3.79% | Q2 2026 | Jul 24, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 13,609 | 2,292 | 1.59% | 0.76% | 76 | +6,254 | 85.03% | Q2 2026 | Jul 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 13,465 | 2,268 | 0.29% | 0.24% | 77 | -2 | -0.01% | Q2 2026 | Aug 25, 2026 |
| Investors Research Corp | History | Added to | 13,048 | 2,198 | 0.39% | 0.31% | 78 | +45 | 0.35% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 12,330 | 2,077 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 12,267 | 2,066 | 0.11% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,116 | 2,041 | 0.02% | 0.03% | 81 | -279 | -2.25% | Q2 2026 | Jul 22, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,508 | 1,938 | 0.06% | 0.05% | 82 | +204 | 1.8% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 11,350 | 1,912 | 0.11% | 0.08% | 83 | +1,942 | 20.64% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,101 | 1,870 | 0.0% | 0.0% | 84 | -87 | -0.78% | Q2 2026 | Aug 12, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 11,055 | 1,862 | 1.34% | 0.4% | 85 | +7,335 | 197.18% | Q2 2026 | Aug 11, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 10,911 | 1,838 | 1.56% | 1.32% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,615 | 1,788 | 0.04% | 0.03% | 87 | -625 | -5.56% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | New | 10,500 | 1,768 | 0.0% | — | 88 | +10,500 | New | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | New | 10,387 | 1,749 | 0.03% | — | 89 | +10,387 | New | Q2 2026 | Jul 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,930 | 1,672 | 0.01% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 12,667 | 1,595 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,111 | 1,534 | 0.01% | 0.01% | 92 | +257 | 2.9% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 8,752 | 1,474 | 0.0% | — | 93 | +8,752 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 8,623 | 1,452 | 0.06% | 0.02% | 94 | +4,939 | 134.07% | Q2 2026 | Jul 23, 2026 |
| Empowered Funds, LLC | History | Reduced | 8,337 | 1,404 | 0.01% | 0.01% | 96 | -647 | -7.2% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 8,337 | 1,404 | 0.07% | 0.06% | 95 | -72 | -0.86% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,498 | 1,398 | 0.0% | 0.0% | 97 | +3,226 | 61.19% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 8,179 | 1,378 | 0.02% | 0.02% | 98 | -81 | -0.98% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,169 | 1,376 | 0.0% | 0.0% | 99 | -4,943 | -37.7% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,106 | 1,365 | 0.01% | 0.01% | 100 | -1,577 | -16.29% | Q2 2026 | Aug 13, 2026 |
| Maia Wealth LLC | History | Added to | 7,927 | 1,335 | 0.2% | 0.15% | 101 | +985 | 14.19% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,852 | 1,322 | 0.02% | 0.02% | 102 | -3,487 | -30.75% | Q2 2026 | Aug 18, 2026 |
| Secure Asset Management, LLC | History | Reduced | 7,773 | 1,309 | 0.18% | 0.16% | 103 | -450 | -5.47% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 7,608 | 1,281 | 0.02% | — | 104 | +7,608 | New | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 7,436 | 1,252 | 0.02% | 0.02% | 105 | +1,383 | 22.85% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,201 | 1,213 | 0.01% | 0.01% | 106 | +225 | 3.23% | Q2 2026 | Jul 27, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 7,173 | 1,208 | 0.49% | 0.43% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 7,054 | 1,188 | 0.02% | 0.02% | 108 | -2,752 | -28.06% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,014 | 1,181 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 6,943 | 1,169 | 0.0% | 0.0% | 110 | +561 | 8.79% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 6,612 | 1,113 | 0.0% | 0.0% | 111 | -15,386 | -69.94% | Q2 2026 | Aug 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 6,557 | 1,104 | 0.3% | 0.25% | 112 | +86 | 1.33% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,550 | 1,103 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 6,370 | 1,073 | 0.16% | 0.13% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 6,191 | 1,042 | 0.04% | 0.03% | 115 | +45 | 0.73% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,933 | 999 | 0.01% | 0.01% | 116 | -273 | -4.4% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,842 | 984 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 5,847 | 984 | 0.15% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covenant Asset Management, LLC | History | Added to | 5,838 | 983 | 0.17% | 0.11% | 119 | +13 | 0.22% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,691 | 958 | 0.0% | 0.0% | 120 | -917 | -13.88% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 5,504 | 927 | 0.04% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,261 | 886 | 0.07% | 0.03% | 122 | +2,223 | 73.17% | Q2 2026 | Jul 28, 2026 |
| Claris Financial LLC | History | No change | 6,826 | 859 | 0.47% | 0.47% | 123 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,063 | 852 | 0.01% | 0.01% | 124 | -374 | -6.88% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,240 | 850 | 0.0% | 0.0% | 125 | +2,927 | 126.55% | Q2 2026 | Jul 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,003 | 842 | 0.04% | 0.25% | 126 | -31,446 | -86.27% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,959 | 835 | 0.02% | — | 127 | +4,959 | New | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,925 | 829 | 0.16% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bawa N Mallick Trust | History | New | 4,709 | 793 | 0.26% | — | 129 | +4,709 | New | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,590 | 773 | 0.03% | 0.02% | 130 | +519 | 12.75% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,440 | 747 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | New | 4,302 | 724 | 0.0% | — | 132 | +4,302 | New | Q2 2026 | Aug 14, 2026 |
| J. M. Brown & Associates Inc. | History | New | 4,244 | 714 | 0.41% | — | 133 | +4,244 | New | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 4,031 | 679 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 4,000 | 673 | 0.18% | 0.16% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,893 | 655 | 0.0% | 0.0% | 136 | +1 | 0.03% | Q2 2026 | Aug 05, 2026 |
| HFG Advisors, Inc. | History | No change | 3,850 | 648 | 0.4% | 0.34% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,781 | 636 | 0.03% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 3,749 | 631 | 0.39% | 0.3% | 139 | +355 | 10.46% | Q2 2026 | Aug 10, 2026 |
| Regatta Research & Money Management | History | New | 3,623 | 610 | 0.58% | — | 140 | +3,623 | New | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,616 | 609 | 0.0% | 0.0% | 141 | -2 | -0.06% | Q2 2026 | Aug 19, 2026 |
| Integrated Advisors Network LLC | History | New | 3,609 | 608 | 0.03% | — | 142 | +3,609 | New | Q2 2026 | Aug 11, 2026 |
| Traction Financial Partners, LLC | History | No change | 3,553 | 598 | 0.32% | 0.28% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,533 | 595 | 0.04% | 0.04% | 144 | -3,809 | -51.88% | Q2 2026 | Aug 04, 2026 |
| Independent Advisor Alliance | History | Reduced | 3,512 | 591 | 0.01% | 0.04% | 145 | -25,589 | -87.93% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,482 | 586 | 0.02% | 0.01% | 146 | +685 | 24.49% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 3,407 | 573 | 0.09% | 0.06% | 147 | +1,425 | 71.9% | Q2 2026 | Aug 04, 2026 |
| Eagle Bay Advisors LLC | History | No change | 3,301 | 556 | 0.42% | 0.37% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 3,223 | 542 | 0.11% | 0.06% | 149 | +1,200 | 59.32% | Q2 2026 | Jul 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,164 | 533 | 0.4% | 0.27% | 150 | +595 | 23.16% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,115 | 524 | 0.0% | 0.0% | 151 | -1,653 | -34.67% | Q2 2026 | Aug 12, 2026 |
| IAM Advisory, LLC | History | No change | 3,065 | 516 | 0.1% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carrera Capital Advisors | History | No change | 3,055 | 514 | 0.08% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,040 | 512 | 0.12% | 0.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Urban Wealth Management, LLC | History | New | 2,922 | 492 | 0.43% | — | 155 | +2,922 | New | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,902 | 488 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 2,834 | 477 | 0.12% | 0.11% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,815 | 474 | 0.0% | 0.0% | 158 | -293 | -9.43% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Reduced | 2,761 | 465 | 0.01% | 0.0% | 159 | -15 | -0.54% | Q2 2026 | Aug 12, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 2,624 | 442 | 0.2% | 0.16% | 160 | +187 | 7.67% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,533 | 426 | 0.01% | 0.01% | 161 | -310 | -10.9% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | Added to | 2,509 | 422 | 0.0% | 0.0% | 162 | +120 | 5.02% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 2,395 | 403 | 0.0% | 0.0% | 163 | +320 | 15.42% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,338 | 393 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 2,320 | 390 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Verum Partners LLC | History | No change | 2,318 | 390 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Centurion Wealth Management LLC | History | No change | 2,304 | 388 | 0.09% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Investment Advisory Group, LLC | History | No change | 2,300 | 387 | 0.08% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 2,265 | 381 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alamar Capital Management, LLC | History | No change | 2,250 | 379 | 0.19% | 0.17% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,237 | 377 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 2,200 | 351 | 0.0% | — | 172 | +2,200 | New | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 2,001 | 337 | 0.02% | — | 175 | +2,001 | New | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,052 | 337 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 2,004 | 337 | 0.04% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 1,954 | 329 | 0.0% | 0.0% | 177 | -120 | -5.79% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,957 | 329 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,988 | 327 | 0.02% | 0.02% | 178 | -17 | -0.85% | Q2 2026 | Jul 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,900 | 320 | 0.12% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,885 | 317 | 0.0% | 0.0% | 180 | -74 | -3.78% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 1,880 | 316 | 0.03% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signet Private Wealth LLC | History | Reduced | 1,856 | 312 | 0.25% | 0.24% | 182 | -177 | -8.71% | Q2 2026 | Aug 06, 2026 |
| First Nebraska Trust Co | History | No change | 1,844 | 310 | 0.03% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | New | 1,813 | 305 | 0.02% | — | 184 | +1,813 | New | Q2 2026 | Jul 16, 2026 |
| Horizon Wealth Management, LLC | History | No change | 1,775 | 299 | 0.04% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,739 | 292 | 0.01% | 0.0% | 186 | +40 | 2.35% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | No change | 1,715 | 288 | 0.03% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 3,050 | 288 | 0.3% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,707 | 287 | 0.0% | 0.01% | 189 | -1,673 | -49.5% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,668 | 280 | 0.0% | 0.0% | 190 | +55 | 3.41% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,652 | 278 | 0.02% | — | 191 | +1,652 | New | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,642 | 276 | 0.0% | 0.0% | 192 | -135 | -7.6% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 1,617 | 272 | 0.07% | 0.06% | 193 | -9 | -0.55% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | No change | 1,590 | 267 | 0.01% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seneca Financial Advisors LLC | History | New | 1,582 | 266 | 0.07% | — | 196 | +1,582 | New | Q2 2026 | Jul 27, 2026 |
| Rehmann Capital Advisory Group | History | New | 1,581 | 266 | 0.01% | — | 195 | +1,581 | New | Q2 2026 | Aug 20, 2026 |
| Shared Vision Wealth Group LLC | History | New | 1,519 | 255 | 0.09% | — | 197 | +1,519 | New | Q2 2026 | Jul 31, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 1,504 | 253 | 0.07% | — | 198 | +1,504 | New | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 1,485 | 250 | 0.04% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kapstone Financial Advisors LLC | History | New | 1,477 | 248 | 0.1% | — | 200 | +1,477 | New | Q2 2026 | Aug 07, 2026 |
| Vertex Planning Partners, LLC | History | New | 1,469 | 247 | 0.04% | — | 201 | +1,469 | New | Q2 2026 | Aug 14, 2026 |
| Serenity Investment Advisors | History | No change | 1,550 | 241 | 0.1% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STEPHENS INC /AR/ | History | New | 1,352 | 227 | 0.0% | — | 204 | +1,352 | New | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,349 | 227 | 0.0% | 0.0% | 203 | -755 | -35.88% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 1,344 | 226 | 0.01% | — | 205 | +1,344 | New | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | No change | 1,520 | 220 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | New | 1,305 | 219 | 0.01% | — | 207 | +1,305 | New | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 1,300 | 218 | 0.0% | — | 208 | +1,300 | New | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | New | 1,286 | 216 | 0.01% | — | 210 | +1,286 | New | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,282 | 216 | 0.01% | 0.01% | 209 | -195 | -13.2% | Q2 2026 | Aug 17, 2026 |
| Meeder Advisory Services, Inc. | History | New | 1,275 | 214 | 0.01% | — | 211 | +1,275 | New | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 1,200 | 202 | 0.0% | — | 213 | +1,200 | New | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,201 | 202 | 0.04% | 0.01% | 212 | +728 | 153.91% | Q2 2026 | Jul 20, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,196 | 201 | 0.1% | 0.07% | 214 | -1 | -0.08% | Q2 2026 | Jul 31, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,155 | 194 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 1,053 | 177 | 0.0% | 0.0% | 216 | +16 | 1.54% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,076 | 176 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,012 | 170 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EASTERN BANK | History | No change | 1,000 | 168 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| AE Wealth Management LLC | History | No change | 887 | 149 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 722 | 121 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 686 | 115 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFS Partners, LLC | History | No change | 650 | 109 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 602 | 101 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 549 | 92 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 500 | 84 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | New | 485 | 81 | 0.0% | — | 227 | +485 | New | Q2 2026 | Aug 06, 2026 |
| GoalVest Advisory LLC | History | No change | 411 | 69 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CX Institutional | History | No change | 350 | 59 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 417 | 52 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 265 | 44 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Glen Eagle Advisors, LLC | History | New | 257 | 43 | 0.01% | — | 232 | +257 | New | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 246 | 41 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 162 | 27 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 158 | 27 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 149 | 25 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 147 | 24 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank & Trust Co | History | No change | 144 | 24 | 0.02% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 137 | 23 | 0.0% | 0.0% | 239 | -1 | -0.72% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | New | 84 | 14 | 0.02% | — | 240 | +84 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 83 | 13 | 0.0% | — | 243 | +83 | New | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 78 | 13 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 82 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 47 | 7 | 0.0% | 0.0% | 244 | -156 | -76.85% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 38 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Noble Wealth Management PBC | History | No change | 35 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Larson Financial Group LLC | History | New | 24 | 4 | 0.0% | — | 247 | +24 | New | Q2 2026 | Aug 14, 2026 |
| Operose Advisors LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 7 | 1 | 0.0% | — | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -56,291 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 1.13% | — | -13,761 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Envision Financial Transparency, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -7,664 | -100.0% | Q2 2026 | Aug 21, 2026 |
| Evolution Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,000 | -100.0% | Q2 2026 | Jul 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,743 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -3,383 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,272 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,929 | -100.0% | Q2 2026 | Aug 14, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,876 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,008 | -100.0% | Q2 2026 | Aug 03, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |