Invesco Exchange-Traded Fund Trust II - PXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 9,433,390 | 713,541 | 0.09% | 0.11% | 1 | -808,954 | -7.9% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 5,796,563 | 438,452 | 0.03% | 0.07% | 2 | -336,542 | -5.49% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,392,160 | 105,303 | 0.01% | 0.01% | 3 | +31,914 | 2.35% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 707,500 | 103,273 | 0.02% | 0.02% | 4 | +227,200 | 47.3% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 974,901 | 73,741 | 0.0% | 0.0% | 5 | +10,974 | 1.14% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 951,359 | 71,960 | 0.02% | 0.02% | 6 | +68,048 | 7.7% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 924,845 | 69,955 | 0.01% | 0.01% | 7 | -29,372 | -3.08% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 702,113 | 53,107 | 0.01% | 0.01% | 8 | +24,115 | 3.56% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 687,127 | 51,974 | 0.01% | 0.01% | 9 | +37,624 | 5.79% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 590,254 | 44,646 | 0.21% | 0.22% | 10 | +10,852 | 1.87% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 441,718 | 33,324 | 0.01% | 0.0% | 11 | +299,262 | 210.07% | Q2 2026 | Aug 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 392,494 | 29,688 | 11.11% | 11.47% | 12 | +4,635 | 1.2% | Q2 2026 | Jul 16, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 332,900 | 29,159 | 0.04% | 0.03% | 13 | +163,300 | 96.29% | Q2 2026 | Aug 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 378,090 | 28,598 | 1.72% | 1.57% | 14 | +43,883 | 13.13% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 378,062 | 28,596 | 0.04% | 0.04% | 15 | -61,143 | -13.92% | Q2 2026 | Aug 27, 2026 |
| Charles Schwab Trust Co | History | Reduced | 326,302 | 24,681 | 1.38% | 1.51% | 16 | -6,735 | -2.02% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 290,102 | 21,827 | 0.0% | 0.0% | 17 | +20,887 | 7.76% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 243,782 | 18,440 | 0.0% | 0.0% | 18 | +26,856 | 12.38% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 241,543 | 18,270 | 0.11% | 0.14% | 19 | -82,103 | -25.37% | Q2 2026 | Aug 17, 2026 |
| Cetera Investment Advisers | History | Added to | 211,863 | 16,025 | 0.01% | 0.01% | 20 | +11,034 | 5.49% | Q2 2026 | Aug 12, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 192,286 | 14,544 | 1.85% | 2.0% | 21 | -8,797 | -4.37% | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 190,060 | 14,359 | 0.01% | 0.01% | 22 | -2,874 | -1.49% | Q2 2026 | Aug 10, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 181,827 | 13,753 | 4.6% | 4.58% | 23 | +10,293 | 6.0% | Q2 2026 | Jul 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 177,551 | 13,429 | 0.01% | 0.01% | 24 | -143,811 | -44.75% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 145,105 | 10,975 | 0.01% | 0.01% | 25 | +3,553 | 2.51% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 144,507 | 10,930 | 0.02% | 0.02% | 26 | -121,433 | -45.66% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 133,057 | 10,064 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 126,990 | 9,605 | 1.05% | 1.11% | 28 | -1,978 | -1.53% | Q2 2026 | Jul 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 124,982 | 9,453 | 0.0% | 0.0% | 29 | -397 | -0.32% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 128,899 | 9,143 | 0.02% | 0.0% | 30 | +112,499 | 685.97% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 120,271 | 9,097 | 0.01% | 0.01% | 31 | +7,249 | 6.41% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 118,700 | 8,978 | 1.08% | 1.1% | 32 | +1,252 | 1.07% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,495 | 7,223 | 0.0% | 0.0% | 33 | +4,519 | 4.97% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 93,213 | 7,050 | 0.0% | 0.0% | 34 | +4,991 | 5.66% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 90,300 | 6,830 | 0.01% | 0.01% | 35 | +2,545 | 2.9% | Q2 2026 | Jul 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 88,860 | 6,721 | 0.17% | 0.19% | 36 | +1,777 | 2.04% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 87,009 | 6,581 | 0.01% | 0.01% | 37 | +463 | 0.53% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 84,622 | 6,400 | 0.28% | 0.24% | 38 | +14,619 | 20.88% | Q2 2026 | Jul 22, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 79,227 | 5,992 | 1.5% | 1.52% | 39 | +106 | 0.13% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 77,294 | 5,846 | 0.11% | 0.13% | 40 | -3,991 | -4.91% | Q2 2026 | Aug 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 76,892 | 5,816 | 1.05% | 1.01% | 41 | +11,422 | 17.45% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 74,595 | 5,642 | 0.01% | 0.01% | 42 | +11,106 | 17.49% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 69,433 | 5,222 | 0.0% | 0.0% | 43 | +3,072 | 4.63% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 67,457 | 5,102 | 0.0% | 0.0% | 44 | -5,887 | -8.03% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 67,414 | 5,099 | 0.03% | 0.04% | 45 | +127 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | Added to | 66,433 | 5,024 | 0.99% | 0.97% | 46 | +1,513 | 2.33% | Q2 2026 | Aug 03, 2026 |
| Verum Partners LLC | History | Reduced | 64,459 | 4,875 | 0.73% | 0.86% | 47 | -181 | -0.28% | Q2 2026 | Jul 22, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 62,800 | 4,750 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 61,220 | 4,630 | 0.17% | 0.19% | 49 | +9,018 | 17.28% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 58,572 | 4,455 | 0.01% | 0.01% | 50 | +5,420 | 10.2% | Q2 2026 | Jul 15, 2026 |
| Proficio Capital Partners LLC | History | Added to | 58,700 | 4,440 | 0.16% | 0.14% | 51 | +22,120 | 60.47% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 57,546 | 4,352 | 0.0% | 0.01% | 52 | -1,784 | -3.01% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 57,217 | 4,327 | 0.01% | 0.01% | 53 | +525 | 0.93% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,354 | 3,960 | 0.0% | 0.0% | 54 | +27,234 | 108.42% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Reduced | 50,493 | 3,819 | 0.01% | 0.02% | 55 | -25 | -0.05% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 45,894 | 3,471 | 0.0% | — | 56 | +45,894 | New | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | Reduced | 45,541 | 3,444 | 0.29% | 0.32% | 57 | -4,479 | -8.95% | Q2 2026 | Jul 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 43,538 | 3,293 | 1.89% | 1.91% | 58 | +1,380 | 3.27% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 43,415 | 3,284 | 0.01% | 0.01% | 59 | +7,888 | 22.2% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | Added to | 43,077 | 3,258 | 0.09% | 0.01% | 60 | +39,993 | 1296.79% | Q2 2026 | Aug 03, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 41,829 | 3,163 | 0.76% | 0.89% | 61 | -14,700 | -26.0% | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | Added to | 38,484 | 2,910 | 0.03% | 0.03% | 62 | +5,690 | 17.35% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 38,093 | 2,881 | 0.0% | 0.0% | 63 | +1,983 | 5.49% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 37,707 | 2,852 | 0.0% | 0.0% | 64 | +1,163 | 3.18% | Q2 2026 | Aug 19, 2026 |
| Red Tortoise LLC | History | No change | 39,758 | 2,779 | 1.16% | 1.16% | 65 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 35,536 | 2,687 | 0.48% | 0.54% | 66 | -799 | -2.2% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 35,393 | 2,677 | 0.0% | — | 67 | +35,393 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 31,595 | 2,389 | 0.01% | 0.02% | 68 | -1,876 | -5.6% | Q2 2026 | Aug 11, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 31,366 | 2,372 | 0.11% | 0.11% | 69 | +2,721 | 9.5% | Q2 2026 | Jul 17, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 29,466 | 2,228 | 0.48% | — | 70 | +29,466 | New | Q2 2026 | Jul 27, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 28,289 | 2,139 | 0.65% | 0.61% | 71 | +4,293 | 17.89% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,440 | 1,999 | 0.0% | 0.0% | 72 | +10,469 | 65.55% | Q2 2026 | Aug 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 25,378 | 1,919 | 0.89% | 0.92% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meeder Advisory Services, Inc. | History | New | 25,210 | 1,906 | 0.07% | — | 74 | +25,210 | New | Q2 2026 | Aug 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 25,025 | 1,892 | 1.35% | 1.3% | 75 | -194 | -0.77% | Q2 2026 | Aug 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 24,033 | 1,817 | 0.2% | 0.19% | 76 | -210 | -0.87% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,440 | 1,772 | 0.0% | 0.0% | 77 | +3,476 | 17.41% | Q2 2026 | Aug 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 22,922 | 1,733 | 0.08% | 0.06% | 78 | +5,223 | 29.51% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Reduced | 22,864 | 1,729 | 0.0% | 0.0% | 79 | -3,047 | -11.76% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | Reduced | 22,316 | 1,687 | 0.33% | 0.35% | 80 | -616 | -2.69% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,140 | 1,674 | 0.04% | 0.03% | 81 | +1,451 | 7.01% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,021 | 1,665 | 0.02% | 0.02% | 82 | +5,093 | 30.09% | Q2 2026 | Aug 10, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 22,001 | 1,664 | 0.27% | 0.31% | 83 | +183 | 0.84% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,814 | 1,574 | 0.01% | 0.01% | 84 | +261 | 1.27% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | Added to | 20,364 | 1,540 | 0.0% | 0.0% | 85 | +1,421 | 7.5% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 19,670 | 1,487 | 0.08% | 0.09% | 86 | -646 | -3.18% | Q2 2026 | Jul 29, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 16,554 | 1,252 | 0.16% | 0.07% | 87 | +10,316 | 165.37% | Q2 2026 | Aug 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 16,070 | 1,215 | 0.08% | 0.07% | 88 | +3,270 | 25.55% | Q2 2026 | Aug 07, 2026 |
| FOSTER & MOTLEY INC | History | No change | 15,727 | 1,190 | 0.05% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | Added to | 15,726 | 1,189 | 0.19% | 0.19% | 90 | +79 | 0.5% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | Added to | 15,503 | 1,173 | 0.0% | 0.01% | 91 | +406 | 2.69% | Q2 2026 | Aug 10, 2026 |
| Targeted Financial Services LLC | History | Reduced | 14,867 | 1,124 | 0.83% | 0.86% | 92 | -162 | -1.08% | Q2 2026 | Jul 16, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 14,766 | 1,116 | 0.16% | 0.17% | 93 | -568 | -3.7% | Q2 2026 | Aug 12, 2026 |
| Rathbones Group PLC | History | No change | 14,600 | 1,104 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 13,971 | 1,056 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 13,424 | 1,015 | 0.02% | 0.02% | 96 | -150 | -1.11% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,414 | 1,014 | 0.0% | 0.0% | 97 | +3,139 | 30.55% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,939 | 978 | 0.0% | 0.0% | 98 | +3,487 | 36.89% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,907 | 976 | 0.0% | 0.0% | 99 | +2,240 | 21.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | Added to | 12,616 | 954 | 0.0% | 0.0% | 100 | +1,538 | 13.88% | Q2 2026 | Aug 07, 2026 |
| Colonial River Investments, LLC | History | Reduced | 12,533 | 947 | 0.27% | 0.34% | 101 | -982 | -7.27% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | Added to | 12,309 | 931 | 0.0% | 0.0% | 102 | +1,078 | 9.6% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,084 | 914 | 0.0% | 0.0% | 103 | +1,245 | 11.49% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,009 | 908 | 0.0% | 0.0% | 104 | -20,728 | -63.32% | Q2 2026 | Aug 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 11,751 | 888 | 0.13% | 0.16% | 105 | -693 | -5.57% | Q2 2026 | Jul 31, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 11,710 | 885 | 0.08% | 0.08% | 106 | +40 | 0.34% | Q2 2026 | Jul 14, 2026 |
| PDS Planning, Inc | History | Added to | 11,665 | 882 | 0.05% | 0.05% | 107 | +341 | 3.01% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | Added to | 11,528 | 871 | 0.0% | 0.0% | 108 | +4,301 | 59.51% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,450 | 866 | 0.04% | 0.04% | 109 | +338 | 3.04% | Q2 2026 | Jul 10, 2026 |
| WFA of San Diego, LLC | History | Reduced | 10,685 | 848 | 0.69% | 0.63% | 110 | -586 | -5.2% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 10,894 | 824 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,571 | 799 | 0.0% | 0.0% | 112 | -3,254 | -23.54% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,458 | 791 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,377 | 784 | 0.0% | 0.0% | 114 | +894 | 9.43% | Q2 2026 | Aug 11, 2026 |
| Hardy Reed LLC | History | No change | 10,346 | 782 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Richmond Investment Services, LLC | History | New | 10,066 | 761 | 0.24% | — | 116 | +10,066 | New | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,746 | 737 | 0.0% | 0.0% | 117 | +417 | 4.47% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 9,485 | 717 | 0.07% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Flatrock Wealth Partners LLC | History | Reduced | 9,323 | 705 | 0.28% | 0.3% | 119 | -191 | -2.01% | Q2 2026 | Aug 14, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 9,157 | 692 | 0.18% | 0.19% | 121 | -126 | -1.36% | Q2 2026 | Jul 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 9,151 | 692 | 0.15% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Day Solutions, LLC | History | New | 8,816 | 666 | 0.15% | — | 122 | +8,816 | New | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,679 | 656 | 0.01% | 0.01% | 123 | +2,940 | 51.23% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,212 | 621 | 0.0% | 0.0% | 124 | -124 | -1.49% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 7,887 | 596 | 0.31% | 0.3% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,779 | 588 | 0.01% | 0.01% | 126 | -7 | -0.09% | Q2 2026 | Aug 12, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 7,773 | 587 | 0.01% | 0.01% | 127 | +345 | 4.64% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,618 | 576 | 0.01% | 0.01% | 128 | -311 | -3.92% | Q2 2026 | Aug 06, 2026 |
| Markowski Investments | History | New | 7,351 | 556 | 0.12% | — | 129 | +7,351 | New | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 7,296 | 551 | 0.01% | — | 130 | +7,296 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,272 | 550 | 0.01% | 0.01% | 131 | +37 | 0.51% | Q2 2026 | Aug 06, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 7,220 | 546 | 0.45% | 0.48% | 132 | +65 | 0.91% | Q2 2026 | Aug 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 7,180 | 543 | 0.08% | 0.06% | 133 | +2,814 | 64.45% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 6,997 | 529 | 0.0% | 0.0% | 134 | +6 | 0.09% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 6,854 | 518 | 0.06% | 0.07% | 135 | +442 | 6.89% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,652 | 503 | 0.01% | 0.0% | 136 | +3,200 | 92.7% | Q2 2026 | Jul 20, 2026 |
| Align Financial, LLC | History | Added to | 6,613 | 500 | 0.25% | 0.26% | 137 | +128 | 1.97% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,579 | 497 | 0.0% | 0.0% | 138 | +101 | 1.56% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,367 | 481 | 0.02% | 0.02% | 139 | +1 | 0.02% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,221 | 470 | 0.01% | 0.01% | 140 | +1,008 | 19.34% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,207 | 469 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 6,097 | 461 | 0.01% | 0.01% | 142 | +510 | 9.13% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | New | 6,057 | 458 | 0.07% | — | 143 | +6,057 | New | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,761 | 435 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 5,693 | 431 | 0.0% | — | 145 | +5,693 | New | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,649 | 427 | 0.01% | 0.01% | 146 | +241 | 4.46% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 5,910 | 413 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 5,413 | 409 | 0.25% | 0.24% | 148 | -143 | -2.57% | Q2 2026 | Jul 14, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,272 | 398 | 0.1% | 0.09% | 149 | -28 | -0.53% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | Reduced | 5,249 | 397 | 0.0% | 0.0% | 150 | -96 | -1.8% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,199 | 393 | 0.01% | 0.01% | 151 | +5 | 0.1% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,120 | 387 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,078 | 384 | 0.01% | 0.01% | 154 | +742 | 17.11% | Q2 2026 | Jul 29, 2026 |
| Paragon Capital Management Ltd | History | No change | 5,086 | 384 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,831 | 365 | 0.0% | 0.0% | 155 | -23 | -0.47% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 4,831 | 365 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,807 | 363 | 0.0% | 0.0% | 157 | +1,273 | 36.02% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,772 | 360 | 0.02% | 0.02% | 158 | +810 | 20.44% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,690 | 354 | 0.0% | 0.0% | 159 | -63 | -1.33% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,668 | 353 | 0.01% | 0.01% | 160 | +271 | 6.16% | Q2 2026 | Jul 06, 2026 |
| AE Wealth Management LLC | History | Added to | 4,665 | 352 | 0.0% | 0.0% | 161 | +273 | 6.22% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | New | 4,385 | 331 | 0.0% | — | 162 | +4,385 | New | Q2 2026 | Jul 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 4,272 | 323 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Facet Wealth, Inc. | History | Reduced | 4,225 | 319 | 0.0% | 0.01% | 164 | -325 | -7.14% | Q2 2026 | Jul 27, 2026 |
| Austin Wealth Management, LLC | History | Added to | 4,084 | 307 | 0.06% | 0.07% | 165 | +19 | 0.47% | Q2 2026 | Jul 22, 2026 |
| Darden Wealth Group Inc | History | Added to | 4,065 | 307 | 0.12% | 0.14% | 166 | +2 | 0.05% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,948 | 298 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,915 | 296 | 0.0% | — | 168 | +3,915 | New | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,826 | 289 | 0.0% | 0.0% | 169 | +36 | 0.95% | Q2 2026 | Sep 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,785 | 286 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 3,805 | 286 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,749 | 283 | 0.0% | 0.0% | 172 | +326 | 9.52% | Q2 2026 | Aug 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 3,695 | 279 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 3,570 | 270 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 3,548 | 268 | 0.05% | 0.05% | 175 | -41 | -1.14% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,493 | 264 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 71 West Capital Partners | History | No change | 3,453 | 261 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,141 | 237 | 0.0% | 0.0% | 178 | -172 | -5.19% | Q2 2026 | Aug 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 3,098 | 234 | 0.03% | 0.03% | 179 | -154 | -4.74% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | Reduced | 3,028 | 229 | 0.03% | 0.03% | 180 | -11 | -0.36% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 3,020 | 228 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,980 | 225 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,967 | 224 | 0.0% | 0.0% | 183 | -4,487 | -60.2% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,942 | 222 | 0.0% | 0.0% | 184 | -45 | -1.51% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | New | 2,823 | 213 | 0.01% | — | 186 | +2,823 | New | Q2 2026 | Aug 04, 2026 |
| Range Advisory, LLC | History | New | 2,821 | 213 | 0.03% | — | 187 | +2,821 | New | Q2 2026 | Sep 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,818 | 213 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | New | 2,693 | 203 | 0.0% | — | 188 | +2,693 | New | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,609 | 197 | 0.0% | 0.0% | 189 | +179 | 7.37% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 2,471 | 186 | 0.01% | 0.01% | 190 | -9 | -0.36% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 2,162 | 163 | 0.0% | 0.0% | 191 | +33 | 1.55% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | New | 2,029 | 153 | 0.02% | — | 192 | +2,029 | New | Q2 2026 | Jul 20, 2026 |
| Crewe Advisors LLC | History | No change | 1,841 | 139 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,642 | 124 | 0.0% | 0.0% | 194 | +1,250 | 318.88% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,572 | 118 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,537 | 116 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,372 | 103 | 0.0% | 0.0% | 197 | +907 | 195.05% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,367 | 103 | 0.0% | 0.0% | 198 | +793 | 138.15% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | Added to | 1,304 | 98 | 0.02% | 0.02% | 199 | +1 | 0.08% | Q2 2026 | Jul 10, 2026 |
| ASSETMARK, INC | History | No change | 1,294 | 97 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | Added to | 1,185 | 90 | 0.0% | 0.0% | 201 | +4 | 0.34% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,138 | 86 | 0.06% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,073 | 81 | 0.0% | 0.0% | 203 | +1,018 | 1850.91% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,031 | 77 | 0.01% | 0.0% | 204 | +331 | 47.29% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | No change | 973 | 73 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Versant Capital Management, Inc | History | No change | 803 | 60 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Blue Trust, Inc. | History | No change | 791 | 59 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 770 | 58 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 675 | 51 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Added to | 633 | 47 | 0.0% | 0.0% | 210 | +15 | 2.43% | Q2 2026 | Aug 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 620 | 46 | 0.01% | — | 212 | +620 | New | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 612 | 46 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 600 | 45 | 0.0% | 0.0% | 213 | +3 | 0.5% | Q2 2026 | Aug 06, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 577 | 43 | 0.01% | 0.02% | 214 | -283 | -32.91% | Q2 2026 | Aug 05, 2026 |
| Arlington Trust Co LLC | History | No change | 565 | 42 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Robinswood Financial LLC | History | Reduced | 523 | 39 | 0.01% | 0.01% | 216 | -25 | -4.56% | Q2 2026 | Jul 14, 2026 |
| Fairway Wealth LLC | History | No change | 511 | 38 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 502 | 37 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 494 | 37 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 477 | 36 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 473 | 35 | 0.0% | — | 221 | +473 | New | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 413 | 31 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 406 | 30 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 390 | 29 | 0.0% | — | 224 | +390 | New | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | New | 362 | 27 | 0.0% | — | 225 | +362 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 333 | 25 | 0.0% | 0.0% | 226 | +6 | 1.83% | Q2 2026 | Jul 22, 2026 |
| SYM FINANCIAL Corp | History | New | 318 | 24 | 0.0% | — | 227 | +318 | New | Q2 2026 | Aug 04, 2026 |
| GODSEY & GIBB, INC | History | No change | 311 | 23 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 295 | 22 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 284 | 21 | 0.01% | 0.0% | 230 | +138 | 94.52% | Q2 2026 | Jul 23, 2026 |
| Valued Wealth Advisors LLC | History | No change | 272 | 20 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | New | 254 | 19 | 0.01% | — | 232 | +254 | New | Q2 2026 | Jul 23, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 250 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 235 | 17 | 0.0% | 0.0% | 234 | +44 | 23.04% | Q2 2026 | Jul 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 255 | 17 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 204 | 15 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SIGNATUREFD, LLC | History | No change | 205 | 15 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 165 | 12 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 150 | 11 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 146 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cordant, Inc. | History | New | 141 | 10 | 0.0% | — | 242 | +141 | New | Q2 2026 | Jul 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 134 | 10 | 0.0% | 0.0% | 241 | +1 | 0.75% | Q2 2026 | Jul 07, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 125 | 9 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 116 | 8 | 0.0% | — | 247 | +116 | New | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 112 | 8 | 0.0% | — | 246 | +112 | New | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 113 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 116 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 95 | 7 | 0.0% | — | 252 | +95 | New | Q2 2026 | Jul 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Financial Connections Group, Inc. | History | No change | 109 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 83 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 61 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 46 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 34 | 2 | 0.0% | 0.0% | 257 | -65 | -65.66% | Q2 2026 | Aug 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 16 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.08% | — | -105,422 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -55,195 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Shakespeare Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -24,724 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Cascades Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,660 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trailhead Planners LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -9,700 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,096 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,320 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,102 | -100.0% | Q2 2026 | Jul 22, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,051 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q2 2026 | Jul 22, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -482 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Science Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -474 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Burk Holdings LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -372 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Hara Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -347 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -309 | -100.0% | Q2 2026 | Aug 07, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -269 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |