Invesco Exchange-Traded Fund Trust II - PZA
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.
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| 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 | Added to | 58,451,257 | 1,374,773 | 0.09% | 0.09% | 1 | +3,297,186 | 5.98% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 24,464,378 | 575,402 | 0.07% | 0.07% | 2 | +2,936,930 | 13.64% | Q2 2026 | Aug 13, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 9,102,497 | 209,175 | 6.07% | 6.07% | 3 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,347,183 | 172,784 | 0.03% | 0.04% | 4 | +95,239 | 1.31% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,299,957 | 124,654 | 0.03% | 0.03% | 5 | +455,430 | 9.4% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | New | 4,466,587 | 105,054 | 0.04% | — | 6 | +4,466,587 | New | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 4,286,823 | 100,826 | 1.33% | 1.47% | 7 | -77,806 | -1.78% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 4,047,709 | 95,202 | 0.02% | 0.02% | 8 | +868,230 | 27.31% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,254,424 | 76,544 | 0.01% | 0.01% | 9 | +513,009 | 18.71% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,754,322 | 64,809 | 0.0% | 0.0% | 10 | +201,230 | 7.88% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 2,348,353 | 55,233 | 0.21% | 0.2% | 11 | +540,746 | 29.92% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,232,045 | 52,497 | 0.01% | 0.02% | 12 | -1,892,583 | -45.88% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,158,881 | 50,776 | 2.04% | 2.2% | 13 | +175,595 | 8.85% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Added to | 2,134,264 | 50,197 | 0.0% | 0.0% | 14 | +381 | 0.02% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,948,074 | 45,818 | 0.01% | 0.01% | 15 | +378,913 | 24.15% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,813,866 | 42,662 | 0.28% | 0.0% | 16 | +1,812,494 | 132105.98% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,759,425 | 41,381 | 0.39% | 0.07% | 17 | +1,498,872 | 575.27% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,591,479 | 37,431 | 0.02% | 0.02% | 18 | -169,227 | -9.61% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,262,470 | 29,693 | 0.03% | 0.03% | 19 | +85,818 | 7.29% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,103,426 | 25,952 | 0.03% | 0.03% | 20 | +82,279 | 8.06% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,028,053 | 24,179 | 0.02% | 0.02% | 21 | -6,716 | -0.65% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 992,255 | 23,337 | 0.11% | 0.09% | 22 | +259,240 | 35.37% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 910,834 | 21,422 | 0.01% | 0.0% | 23 | +241,262 | 36.03% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 808,140 | 19,007 | 0.51% | 0.54% | 24 | +73,495 | 10.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | Added to | 785,536 | 18,475 | 0.22% | 0.22% | 25 | +94,857 | 13.73% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 724,358 | 17,036 | 0.05% | 0.05% | 26 | +100,034 | 16.02% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 679,603 | 15,984 | 0.0% | 0.0% | 27 | +139,343 | 25.79% | Q2 2026 | Aug 14, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 665,927 | 15,662 | 1.29% | 0.93% | 28 | +241,498 | 56.9% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 550,259 | 12,942 | 0.02% | 0.01% | 29 | +139,942 | 34.11% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 539,236 | 12,682 | 0.02% | 0.03% | 30 | -755 | -0.14% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Added to | 534,858 | 12,579 | 0.05% | 0.05% | 31 | +3,273 | 0.62% | Q2 2026 | Aug 11, 2026 |
| West Wealth Group, LLC | History | Added to | 514,231 | 12,094 | 1.98% | 2.01% | 32 | +71,431 | 16.13% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 480,354 | 11,297 | 0.31% | 0.35% | 33 | -4,601 | -0.95% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 457,954 | 10,771 | 0.23% | 0.23% | 34 | +30,581 | 7.16% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 455,386 | 10,711 | 0.02% | 0.02% | 35 | +80,456 | 21.46% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 434,713 | 10,224 | 0.0% | 0.0% | 36 | +305,866 | 237.39% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 421,360 | 9,910 | 0.02% | 0.01% | 37 | +53,469 | 14.53% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 408,126 | 9,599 | 0.02% | 0.02% | 38 | +33,903 | 9.06% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | Added to | 407,832 | 9,592 | 0.29% | 0.31% | 39 | +23,954 | 6.24% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Management, LLC | History | Added to | 388,496 | 9,137 | 3.12% | 2.51% | 40 | +129,203 | 49.83% | Q2 2026 | Jul 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 386,729 | 9,095 | 0.1% | 0.03% | 41 | +319,092 | 471.77% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 381,848 | 8,981 | 0.06% | 0.05% | 42 | +121,104 | 46.45% | Q2 2026 | Sep 08, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 377,487 | 8,878 | 0.59% | 0.28% | 43 | +225,367 | 148.15% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 366,814 | 8,627 | 0.0% | 0.0% | 44 | -9,553 | -2.54% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 342,485 | 8,055 | 0.01% | 0.01% | 45 | +50,871 | 17.44% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 322,300 | 7,580 | 0.01% | 0.0% | 46 | +258,000 | 401.24% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 319,367 | 7,511 | 0.0% | 0.0% | 47 | -323,460 | -50.32% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 318,528 | 7,492 | 0.05% | 0.05% | 48 | +61,143 | 23.76% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | Added to | 317,983 | 7,478 | 0.03% | 0.03% | 49 | +91,234 | 40.24% | Q2 2026 | Aug 03, 2026 |
| Stewardship Advisors, LLC | History | Added to | 315,505 | 7,420 | 1.54% | 1.27% | 50 | +74,771 | 31.06% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Added to | 303,040 | 7,127 | 0.01% | 0.01% | 51 | +2,903 | 0.97% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 288,905 | 6,795 | 0.11% | 0.1% | 52 | +37,101 | 14.73% | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 265,440 | 6,243 | 0.47% | 0.51% | 53 | -2,396 | -0.89% | Q2 2026 | Aug 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 257,730 | 6,061 | 0.24% | 0.27% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 260,389 | 5,983 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | New | 260,254 | 5,981 | 0.02% | — | 56 | +260,254 | New | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 251,214 | 5,908 | 0.61% | 0.75% | 57 | +13,965 | 5.89% | Q2 2026 | Aug 12, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Reduced | 244,351 | 5,741 | 2.54% | 3.35% | 58 | -100,000 | -29.04% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 240,582 | 5,658 | 0.52% | 0.01% | 59 | +237,795 | 8532.29% | Q2 2026 | Jul 22, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 224,404 | 5,277 | 1.21% | 1.46% | 60 | -20,000 | -8.18% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 223,380 | 5,253 | 0.04% | 0.04% | 61 | +58,052 | 35.11% | Q2 2026 | Jul 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 219,917 | 5,172 | 0.37% | 0.41% | 62 | +1,621 | 0.74% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | Added to | 216,174 | 5,084 | 1.23% | 1.09% | 63 | +71,744 | 49.67% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 208,864 | 4,912 | 0.29% | 0.32% | 64 | -5,041 | -2.36% | Q2 2026 | Aug 12, 2026 |
| Petix & Botte Co | History | Added to | 206,208 | 4,850 | 0.98% | 0.96% | 65 | +17,730 | 9.41% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 200,311 | 4,711 | 0.08% | 0.07% | 66 | +40,061 | 25.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Reduced | 195,005 | 4,586 | 0.02% | 0.02% | 67 | -27,877 | -12.51% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 194,307 | 4,570 | 0.01% | 0.01% | 68 | +13,340 | 7.37% | Q2 2026 | Jul 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 192,712 | 4,532 | 0.07% | 0.07% | 69 | -16,069 | -7.7% | Q2 2026 | Jul 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 191,594 | 4,506 | 0.25% | 0.3% | 70 | -11,094 | -5.47% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 191,575 | 4,492 | 0.01% | 0.01% | 71 | +5,096 | 2.73% | Q2 2026 | Jul 15, 2026 |
| Skyline Advisors, Inc. | History | Added to | 188,506 | 4,433 | 1.39% | 0.27% | 72 | +154,463 | 453.73% | Q2 2026 | Jul 20, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 188,024 | 4,422 | 0.99% | 0.64% | 73 | +8,717 | 4.86% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 185,581 | 4,364 | 0.04% | 0.04% | 74 | +44,862 | 31.88% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 183,859 | 4,324 | 0.08% | 0.1% | 75 | +5,332 | 2.99% | Q2 2026 | Aug 12, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 180,893 | 4,254 | 2.76% | 2.72% | 76 | +11,497 | 6.79% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 180,536 | 4,246 | 0.03% | 0.03% | 77 | -15,268 | -7.8% | Q2 2026 | Aug 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 179,806 | 4,229 | 0.62% | 0.5% | 78 | +7,860 | 4.57% | Q2 2026 | Jul 27, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 174,723 | 4,109 | 3.31% | 3.65% | 79 | +6,742 | 4.01% | Q2 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | New | 170,490 | 4,009 | 0.03% | — | 80 | +170,490 | New | Q2 2026 | Aug 06, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 169,510 | 3,986 | 0.72% | 0.3% | 81 | +109,714 | 183.48% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 157,372 | 3,701 | 0.01% | 0.01% | 82 | +50,162 | 46.79% | Q2 2026 | Jul 28, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 153,729 | 3,615 | 0.02% | 0.02% | 83 | +540 | 0.35% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | Reduced | 145,301 | 3,417 | 0.13% | 0.16% | 84 | -11,803 | -7.51% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 141,343 | 3,321 | 0.0% | 0.0% | 85 | +6,103 | 4.51% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 129,563 | 3,047 | 0.04% | 0.04% | 86 | +8,276 | 6.82% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | Added to | 128,165 | 3,014 | 0.18% | 0.2% | 87 | +1,591 | 1.26% | Q2 2026 | Jul 29, 2026 |
| Ocean Park Asset Management, LLC | History | New | 123,100 | 2,895 | 0.14% | — | 88 | +123,100 | New | Q2 2026 | Jul 09, 2026 |
| CHOREO, LLC | History | Reduced | 118,538 | 2,788 | 0.03% | 0.03% | 89 | -4 | -0.0% | Q2 2026 | Aug 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 110,405 | 2,596 | 0.82% | 0.85% | 90 | +7,082 | 6.85% | Q2 2026 | Jul 14, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 106,829 | 2,512 | 0.22% | 0.02% | 91 | +96,153 | 900.65% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 103,740 | 2,439 | 0.69% | 0.12% | 92 | +86,316 | 495.39% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 102,422 | 2,409 | 0.01% | 0.01% | 93 | +9,206 | 9.88% | Q2 2026 | Jul 27, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 97,682 | 2,297 | 1.23% | 1.61% | 94 | -19,912 | -16.93% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 97,154 | 2,285 | 0.03% | 0.03% | 95 | +1,868 | 1.96% | Q2 2026 | Aug 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 96,093 | 2,260 | 0.95% | 0.81% | 96 | +18,840 | 24.39% | Q2 2026 | Aug 05, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 95,441 | 2,244 | 0.59% | 0.65% | 97 | -249 | -0.26% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | Added to | 94,637 | 2,225 | 0.07% | 0.13% | 98 | +28,937 | 44.04% | Q2 2026 | Aug 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 94,257 | 2,216 | 1.23% | 1.41% | 99 | -7,025 | -6.94% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | Added to | 91,101 | 2,142 | 0.02% | 0.02% | 100 | +553 | 0.61% | Q2 2026 | Jul 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 90,879 | 2,137 | 0.2% | 0.2% | 101 | +11,993 | 15.2% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 86,911 | 2,044 | 0.01% | 0.01% | 102 | +1,114 | 1.3% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | New | 83,092 | 1,954 | 0.3% | — | 103 | +83,092 | New | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 82,947 | 1,950 | 0.04% | 0.07% | 104 | -66,179 | -44.38% | Q2 2026 | Aug 04, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 82,927 | 1,950 | 0.05% | 0.07% | 105 | -10,928 | -11.64% | Q2 2026 | Jul 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 81,530 | 1,917 | 0.07% | 0.08% | 106 | -6,356 | -7.23% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 78,197 | 1,839 | 0.12% | 0.14% | 107 | -3,356 | -4.12% | Q2 2026 | Jul 08, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 77,378 | 1,819 | 0.38% | 0.22% | 108 | +39,096 | 102.13% | Q2 2026 | Aug 04, 2026 |
| Claro Advisors Inc. | History | Added to | 75,735 | 1,781 | 0.19% | 0.17% | 109 | +13,971 | 22.62% | Q2 2026 | Jul 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 76,613 | 1,778 | 0.93% | 0.45% | 110 | +43,898 | 134.18% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | New | 70,222 | 1,651 | 0.0% | — | 111 | +70,222 | New | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 68,564 | 1,612 | 0.0% | 0.0% | 112 | +8,732 | 14.59% | Q2 2026 | Aug 05, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 65,281 | 1,535 | 0.58% | 0.76% | 113 | -6,500 | -9.06% | Q2 2026 | Aug 05, 2026 |
| Northeast Financial Group, Inc. | History | No change | 65,599 | 1,507 | 0.37% | 0.37% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 62,776 | 1,476 | 0.15% | — | 115 | +62,776 | New | Q2 2026 | Aug 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 61,554 | 1,447 | 0.11% | 0.45% | 116 | -166,850 | -73.05% | Q2 2026 | Jul 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 58,520 | 1,376 | 0.0% | 0.0% | 117 | +16,990 | 40.91% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 58,181 | 1,368 | 0.11% | 0.11% | 118 | +10,635 | 22.37% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 57,695 | 1,356 | 0.74% | 0.4% | 119 | +31,824 | 123.01% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 56,711 | 1,333 | 0.03% | — | 120 | +56,711 | New | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,247 | 1,322 | 0.01% | 0.01% | 121 | +3,110 | 5.85% | Q2 2026 | Jul 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 56,166 | 1,321 | 0.07% | 0.06% | 122 | +11,142 | 24.75% | Q2 2026 | Jul 20, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 54,729 | 1,287 | 0.85% | 1.38% | 123 | -18,664 | -25.43% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 54,646 | 1,251 | 0.02% | — | 125 | +54,646 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 54,646 | 1,251 | 0.02% | 0.02% | 124 | +4,487 | 8.95% | Q2 2026 | Jul 29, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 51,689 | 1,215 | 0.62% | 0.7% | 126 | -1,345 | -2.54% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 50,801 | 1,194 | 0.05% | 0.05% | 127 | +3,261 | 6.86% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 50,108 | 1,178 | 0.01% | 0.0% | 128 | +13,450 | 36.69% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,000 | 1,176 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 50,328 | 1,157 | 0.02% | 0.02% | 130 | +367 | 0.73% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 48,856 | 1,149 | 0.0% | 0.0% | 131 | +6,248 | 14.66% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | New | 47,606 | 1,119 | 0.03% | — | 132 | +47,606 | New | Q2 2026 | Jul 27, 2026 |
| Targeted Financial Services LLC | History | Reduced | 47,099 | 1,107 | 0.82% | 1.05% | 133 | -8,511 | -15.3% | Q2 2026 | Jul 16, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 46,531 | 1,094 | 0.51% | 0.52% | 134 | +104 | 0.22% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 44,280 | 1,041 | 0.01% | — | 135 | +44,280 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 43,960 | 1,033 | 0.01% | 0.01% | 136 | +116 | 0.26% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 41,925 | 986 | 0.01% | 0.02% | 137 | -3,228 | -7.15% | Q2 2026 | Aug 11, 2026 |
| ProVise Management Group, LLC | History | Added to | 41,793 | 982 | 0.07% | 0.07% | 138 | +1,009 | 2.47% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Added to | 40,241 | 946 | 0.0% | 0.01% | 139 | +14 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 39,359 | 925 | 0.06% | 0.06% | 140 | +2,346 | 6.34% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 38,456 | 904 | 0.0% | 0.0% | 141 | +21,497 | 126.76% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 37,264 | 876 | 0.02% | 0.01% | 142 | +9,724 | 35.31% | Q2 2026 | Jul 20, 2026 |
| FLP Wealth Management, LLC | History | Added to | 36,706 | 863 | 1.53% | 1.5% | 143 | +4,982 | 15.7% | Q2 2026 | Jul 28, 2026 |
| Affinity Capital Advisors, LLC | History | New | 34,635 | 816 | 0.1% | — | 144 | +34,635 | New | Q2 2026 | Jul 08, 2026 |
| Veltria Advisors Corp. | History | No change | 34,034 | 800 | 1.21% | 2.63% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 33,597 | 790 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSG Advice Partners, LLC | History | No change | 34,372 | 789 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 33,143 | 779 | 0.01% | 0.01% | 148 | +2,439 | 7.94% | Q2 2026 | Jul 21, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,380 | 761 | 0.22% | 0.2% | 150 | +8,389 | 34.97% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 32,385 | 761 | 0.02% | 0.03% | 149 | -5,115 | -13.64% | Q2 2026 | Aug 11, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 31,769 | 747 | 0.22% | 0.29% | 151 | -467 | -1.45% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 31,820 | 731 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| &PARTNERS | History | Added to | 30,353 | 713 | 0.0% | 0.0% | 153 | +10,254 | 51.02% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 30,316 | 713 | 0.09% | 0.09% | 154 | +5,588 | 22.6% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 30,202 | 710 | 0.0% | 0.0% | 155 | +1,072 | 3.68% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 29,199 | 686 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 28,603 | 672 | 0.01% | 0.01% | 157 | +2,563 | 9.84% | Q2 2026 | Jul 09, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 27,862 | 655 | 0.11% | 0.16% | 158 | -7,046 | -20.18% | Q2 2026 | Jul 27, 2026 |
| Apeiron RIA LLC | History | New | 27,817 | 654 | 0.17% | — | 159 | +27,817 | New | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,337 | 642 | 0.02% | 0.02% | 160 | +94 | 0.35% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,809 | 630 | 0.01% | 0.02% | 161 | +3,991 | 17.49% | Q2 2026 | Jul 21, 2026 |
| Wedmont Private Capital | History | No change | 26,158 | 613 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 26,126 | 600 | 0.02% | — | 164 | +26,126 | New | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,539 | 600 | 0.05% | 0.02% | 163 | +15,820 | 162.77% | Q2 2026 | Jul 28, 2026 |
| FF Advisors,LLC | History | No change | 25,142 | 591 | 0.22% | 0.24% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOVEM GROUP | History | New | 24,759 | 582 | 0.06% | — | 166 | +24,759 | New | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,931 | 562 | 0.0% | 0.0% | 167 | -4,769 | -16.62% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 23,338 | 548 | 0.02% | — | 168 | +23,338 | New | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 22,998 | 540 | 0.01% | 0.01% | 169 | -633 | -2.68% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 22,985 | 540 | 0.02% | 0.02% | 170 | +385 | 1.7% | Q2 2026 | Jul 22, 2026 |
| Crews Bank & Trust | History | Reduced | 22,815 | 536 | 0.07% | 0.08% | 171 | -2,700 | -10.58% | Q2 2026 | Jul 16, 2026 |
| Balefire, LLC | History | New | 22,017 | 517 | 0.08% | — | 172 | +22,017 | New | Q2 2026 | Jul 07, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 21,947 | 516 | 0.14% | 0.2% | 173 | -5,072 | -18.77% | Q2 2026 | Jul 24, 2026 |
| MRP Capital Investments, LLC | History | No change | 21,861 | 514 | 0.38% | 0.44% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Management | History | New | 20,320 | 477 | 0.5% | — | 175 | +20,320 | New | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,194 | 474 | 0.0% | 0.0% | 176 | -948 | -4.48% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,088 | 472 | 0.01% | 0.0% | 177 | +8,956 | 80.45% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | New | 19,524 | 459 | 0.0% | — | 179 | +19,524 | New | Q2 2026 | Aug 13, 2026 |
| PFW Advisors LLC | History | No change | 19,548 | 459 | 0.13% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 18,860 | 443 | 0.09% | 0.09% | 180 | -380 | -1.98% | Q2 2026 | Jul 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,370 | 432 | 0.03% | 0.02% | 181 | +6,786 | 58.58% | Q2 2026 | Jul 20, 2026 |
| Revisor Wealth Management LLC | History | Added to | 18,343 | 431 | 0.1% | 0.11% | 182 | +1,411 | 8.33% | Q2 2026 | Jul 21, 2026 |
| Advisory Resource Group | History | Added to | 18,228 | 428 | 0.06% | 0.07% | 183 | +207 | 1.15% | Q2 2026 | Jul 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 18,088 | 425 | 0.01% | — | 184 | +18,088 | New | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 18,015 | 423 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vectors Research Management, LLC | History | No change | 18,015 | 423 | 0.11% | 0.12% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PKS Advisory Services, LLC | History | New | 17,948 | 422 | 0.07% | — | 187 | +17,948 | New | Q2 2026 | Aug 04, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 17,899 | 420 | 0.1% | 0.11% | 188 | -1,442 | -7.46% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 17,442 | 410 | 0.0% | 0.0% | 189 | +5,890 | 50.99% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | Added to | 17,405 | 409 | 0.02% | 0.02% | 190 | +74 | 0.43% | Q2 2026 | Jul 28, 2026 |
| Melone Private Wealth, LLC | History | Added to | 17,314 | 407 | 0.16% | 0.14% | 191 | +2,209 | 14.62% | Q2 2026 | Jul 09, 2026 |
| Town Capital LLC | History | New | 17,203 | 404 | 0.26% | — | 192 | +17,203 | New | Q2 2026 | Jul 27, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 16,973 | 399 | 0.02% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 16,660 | 391 | 0.01% | 0.01% | 194 | +1,092 | 7.01% | Q2 2026 | Jul 14, 2026 |
| Thomasville National Bank | History | New | 16,600 | 390 | 0.02% | — | 195 | +16,600 | New | Q2 2026 | Jul 20, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 16,486 | 387 | 0.05% | 0.1% | 197 | -11,425 | -40.93% | Q2 2026 | Aug 06, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 16,494 | 387 | 0.24% | 0.25% | 196 | +1,614 | 10.85% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 16,139 | 379 | 0.01% | 0.01% | 198 | +2,831 | 21.27% | Q2 2026 | Aug 05, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 16,152 | 379 | 0.21% | 0.23% | 199 | +307 | 1.94% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,952 | 375 | 0.01% | 0.01% | 200 | -3,634 | -18.55% | Q2 2026 | Jul 07, 2026 |
| First Citizens Financial Corp | History | Added to | 15,934 | 374 | 0.16% | 0.13% | 201 | +3,923 | 32.66% | Q2 2026 | Jul 07, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 15,652 | 368 | 0.31% | 0.2% | 202 | +6,540 | 71.77% | Q2 2026 | Aug 03, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,445 | 363 | 0.04% | 0.05% | 203 | +6 | 0.04% | Q2 2026 | Jul 31, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 15,270 | 359 | 0.39% | 0.46% | 204 | -1,415 | -8.48% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 14,794 | 347 | 0.01% | 0.01% | 205 | -1,503 | -9.22% | Q2 2026 | Jul 27, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 14,770 | 347 | 0.2% | 0.22% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,543 | 342 | 0.02% | 0.02% | 208 | -245 | -1.66% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 14,570 | 342 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unify Financial Advisors | History | No change | 14,440 | 339 | 0.31% | 0.34% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 14,126 | 332 | 0.0% | — | 210 | +14,126 | New | Q2 2026 | Jul 28, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 14,003 | 329 | 0.15% | 0.18% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,676 | 321 | 0.0% | 0.0% | 212 | +243 | 1.81% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,646 | 320 | 0.02% | 0.01% | 213 | +8,205 | 150.8% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | New | 13,548 | 318 | 0.0% | — | 215 | +13,548 | New | Q2 2026 | Aug 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 13,530 | 318 | 0.02% | 0.02% | 214 | -5,281 | -28.07% | Q2 2026 | Aug 04, 2026 |
| Daviman Financial, LLC | History | New | 13,282 | 312 | 0.17% | — | 216 | +13,282 | New | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,194 | 310 | 0.0% | 0.0% | 217 | +205 | 1.58% | Q2 2026 | Aug 11, 2026 |
| CAP Partners, LLC | History | Added to | 13,154 | 309 | 0.15% | 0.17% | 218 | +119 | 0.91% | Q2 2026 | Jul 30, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 12,954 | 304 | 0.17% | 0.08% | 219 | +7,802 | 151.44% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 12,812 | 301 | 0.06% | 0.07% | 220 | -80 | -0.62% | Q2 2026 | Jul 22, 2026 |
| Rede Wealth, LLC | History | New | 12,780 | 300 | 0.1% | — | 221 | +12,780 | New | Q2 2026 | Aug 03, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 12,650 | 297 | 0.08% | 0.08% | 222 | +900 | 7.66% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,335 | 290 | 0.02% | 0.01% | 223 | +2,186 | 21.54% | Q2 2026 | Jul 14, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 12,252 | 288 | 0.05% | 0.06% | 224 | +24 | 0.2% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | New | 12,214 | 287 | 0.0% | — | 226 | +12,214 | New | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 12,243 | 287 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Range Advisory, LLC | History | New | 12,168 | 286 | 0.03% | — | 227 | +12,168 | New | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,116 | 284 | 0.0% | 0.0% | 228 | -10,276 | -45.89% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,075 | 284 | 0.0% | 0.0% | 229 | +1,700 | 16.39% | Q2 2026 | Aug 10, 2026 |
| KWMG, LLC | History | Reduced | 12,038 | 283 | 0.02% | 0.03% | 230 | -1,047 | -8.0% | Q2 2026 | Jul 08, 2026 |
| Leo Wealth, LLC | History | No change | 12,282 | 282 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tandem Financial, LLC | History | No change | 11,967 | 281 | 0.08% | 0.09% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 11,755 | 276 | 0.0% | — | 233 | +11,755 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 11,344 | 266 | 0.0% | 0.0% | 234 | +272 | 2.46% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 11,250 | 264 | 0.0% | — | 236 | +11,250 | New | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,250 | 264 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park State Asset Management | History | New | 11,159 | 262 | 0.26% | — | 237 | +11,159 | New | Q2 2026 | Aug 07, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | New | 11,000 | 258 | 0.19% | — | 238 | +11,000 | New | Q2 2026 | Jul 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 10,877 | 255 | 0.04% | 0.06% | 239 | -8,160 | -42.86% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Reduced | 10,777 | 253 | 0.0% | 0.0% | 240 | -18,467 | -63.15% | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 10,668 | 250 | 0.01% | 0.01% | 241 | +99 | 0.94% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 10,517 | 247 | 0.0% | 0.01% | 242 | -8,060 | -43.39% | Q2 2026 | Jul 10, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 10,456 | 245 | 0.04% | — | 244 | +10,456 | New | Q2 2026 | Jul 30, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,437 | 245 | 0.06% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 10,095 | 237 | 0.01% | 0.02% | 245 | -1,436 | -12.45% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 10,000 | 235 | 0.0% | 0.0% | 246 | -2,373 | -19.18% | Q2 2026 | Jul 27, 2026 |
| INVESTED ADVISORS | History | No change | 10,003 | 235 | 0.21% | 0.23% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key Capital Management, INC | History | Added to | 9,934 | 233 | 0.12% | 0.07% | 248 | +5,574 | 127.84% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | Reduced | 9,900 | 232 | 0.01% | 0.01% | 249 | -108 | -1.08% | Q2 2026 | Jul 09, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 9,817 | 230 | 0.02% | 0.03% | 253 | -1,196 | -10.86% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 9,812 | 230 | 0.03% | 0.04% | 255 | -412 | -4.03% | Q2 2026 | Jul 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,792 | 230 | 0.01% | 0.01% | 250 | -299 | -2.96% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 9,792 | 230 | 0.03% | 0.03% | 254 | -299 | -2.96% | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 9,819 | 230 | 0.02% | 0.03% | 252 | -125 | -1.26% | Q2 2026 | Jul 09, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 9,786 | 230 | 0.05% | 0.05% | 251 | +39 | 0.4% | Q2 2026 | Jul 24, 2026 |
| Modern Wealth Management, LLC | History | New | 9,730 | 228 | 0.0% | — | 258 | +9,730 | New | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | New | 9,698 | 228 | 0.03% | — | 257 | +9,698 | New | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,000 | 228 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | New | 9,620 | 226 | 0.03% | — | 259 | +9,620 | New | Q2 2026 | Jul 23, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 9,510 | 223 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,493 | 223 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centennial Advisors, LLC | History | Added to | 9,415 | 221 | 0.26% | 0.27% | 262 | +241 | 2.63% | Q2 2026 | Jul 27, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 9,234 | 217 | 0.06% | 0.06% | 263 | +88 | 0.96% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | New | 9,079 | 213 | 0.0% | — | 264 | +9,079 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,990 | 211 | 0.0% | — | 267 | +8,990 | New | Q2 2026 | Aug 19, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 8,983 | 211 | 0.0% | 0.0% | 266 | -5,821 | -39.32% | Q2 2026 | Aug 05, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 8,994 | 211 | 0.08% | 0.11% | 265 | -1,564 | -14.81% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,893 | 209 | 0.02% | — | 269 | +8,893 | New | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 8,889 | 209 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 8,770 | 206 | 0.01% | 0.01% | 270 | -25 | -0.28% | Q2 2026 | Jul 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 8,726 | 205 | 0.04% | — | 271 | +8,726 | New | Q2 2026 | Jul 23, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 8,583 | 201 | 0.02% | 0.03% | 272 | -641 | -6.95% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Added to | 8,501 | 199 | 0.01% | 0.01% | 273 | +680 | 8.69% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,901 | 162 | 0.0% | 0.0% | 274 | -1,855 | -21.19% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | Reduced | 6,521 | 153 | 0.0% | 0.01% | 275 | -9,338 | -58.88% | Q2 2026 | Jul 01, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 6,286 | 147 | 0.04% | 0.07% | 276 | -2,675 | -29.85% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 6,124 | 143 | 0.01% | 0.01% | 277 | +675 | 12.39% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,384 | 126 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,089 | 119 | 0.0% | 0.0% | 279 | -522 | -9.3% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,691 | 110 | 0.01% | 0.01% | 280 | +97 | 2.11% | Q2 2026 | Jul 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,639 | 109 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,599 | 108 | 0.0% | 0.0% | 282 | +4,422 | 2498.31% | Q2 2026 | Aug 12, 2026 |
| Independence Bank of Kentucky | History | No change | 4,590 | 107 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,920 | 92 | 0.0% | 0.0% | 284 | +922 | 30.75% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3,828 | 90 | 0.04% | 0.09% | 285 | -3,810 | -49.88% | Q2 2026 | Jul 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,770 | 88 | 0.0% | 0.0% | 286 | +10 | 0.27% | Q2 2026 | Jul 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,599 | 84 | 0.05% | 0.07% | 287 | -935 | -20.62% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 3,320 | 78 | 0.0% | — | 288 | +3,320 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,261 | 76 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,960 | 69 | 0.0% | 0.01% | 290 | +15 | 0.51% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 58 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 2,506 | 57 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 2,430 | 57 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Realta Investment Advisors | History | No change | 2,446 | 57 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,178 | 51 | 0.0% | 0.0% | 295 | +1,978 | 989.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | New | 2,025 | 47 | 0.0% | — | 297 | +2,025 | New | Q2 2026 | Jul 30, 2026 |
| Centennial Bank/AR/ | History | Reduced | 2,023 | 47 | 0.02% | 0.02% | 296 | -114 | -5.33% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,761 | 41 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,729 | 40 | 0.02% | 0.06% | 299 | -7,417 | -81.1% | Q2 2026 | Aug 07, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,646 | 38 | 0.2% | 0.19% | 300 | +26 | 1.6% | Q2 2026 | Jul 24, 2026 |