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 | 55,154,071 | 1,267,440 | 0.09% | 0.09% | 1 | +2,967,775 | 5.69% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 21,527,448 | 494,700 | 0.07% | 0.01% | 2 | +19,637,061 | 1038.79% | Q1 2026 | May 05, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 9,102,497 | 209,175 | 6.07% | 2.07% | 3 | +6,061,835 | 199.36% | Q1 2026 | Apr 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,251,944 | 166,684 | 0.04% | 0.0% | 4 | +6,434,313 | 786.95% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,844,527 | 111,327 | 0.03% | 0.02% | 5 | +2,279,392 | 88.86% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,364,629 | 100,299 | 1.47% | 1.51% | 6 | +43,003 | 1.0% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,124,628 | 94,783 | 0.02% | 0.01% | 7 | +3,048,038 | 283.12% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,179,479 | 73,064 | 0.02% | 0.02% | 8 | +561,462 | 21.45% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,741,415 | 62,997 | 0.01% | 0.01% | 9 | +275,544 | 11.17% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,553,092 | 58,440 | 0.0% | 0.0% | 10 | +1,840,698 | 258.38% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,133,883 | 49,036 | 0.0% | 0.0% | 11 | +234,063 | 12.32% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,983,286 | 45,575 | 2.2% | 0.56% | 12 | +1,502,814 | 312.78% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 1,807,607 | 41,538 | 0.2% | 0.19% | 13 | +205,481 | 12.83% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,760,706 | 40,461 | 0.02% | 0.03% | 14 | -116,655 | -6.21% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,569,161 | 36,059 | 0.01% | 0.01% | 15 | +175,438 | 12.59% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,176,652 | 27,039 | 0.03% | 0.02% | 16 | +472,183 | 67.03% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,034,769 | 23,779 | 0.02% | 0.02% | 17 | +149,813 | 16.93% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,021,147 | 23,465 | 0.03% | 0.01% | 18 | +628,025 | 159.75% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 734,645 | 16,882 | 0.54% | 0.55% | 19 | +55,332 | 8.15% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 733,015 | 16,844 | 0.09% | 0.06% | 20 | +226,011 | 44.58% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 690,679 | 15,871 | 0.22% | 0.46% | 21 | -703,699 | -50.47% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 669,572 | 15,386 | 0.0% | 0.0% | 22 | +64,901 | 10.73% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 642,827 | 14,772 | 0.0% | 0.01% | 23 | -1,804,482 | -73.73% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 624,324 | 14,346 | 0.05% | 0.0% | 24 | +576,292 | 1199.81% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 540,260 | 12,415 | 0.0% | 0.0% | 25 | +220,926 | 69.18% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 539,991 | 12,409 | 0.03% | 0.02% | 26 | +183,528 | 51.49% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 531,585 | 12,215 | 0.05% | 0.05% | 27 | +38,677 | 7.85% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 484,955 | 11,144 | 0.35% | 0.41% | 28 | -1,779 | -0.37% | Q1 2026 | May 07, 2026 |
| West Wealth Group, LLC | History | Added to | 442,800 | 10,175 | 2.01% | 0.41% | 29 | +358,348 | 424.32% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 427,373 | 9,821 | 0.23% | 0.23% | 30 | +24,465 | 6.07% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 424,429 | 9,753 | 0.93% | 0.43% | 31 | +222,149 | 109.82% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 410,317 | 9,429 | 0.01% | 0.02% | 32 | -62,407 | -13.2% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 389,799 | 8,957 | 0.0% | — | 33 | +389,799 | New | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 383,878 | 8,821 | 0.31% | 0.07% | 34 | +294,518 | 329.59% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 376,367 | 8,648 | 0.0% | 0.0% | 35 | +4,755 | 1.28% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 374,930 | 8,616 | 0.02% | 0.0% | 36 | +362,509 | 2918.52% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 374,223 | 8,599 | 0.02% | 0.02% | 37 | +81,695 | 27.93% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 367,891 | 8,454 | 0.01% | 0.02% | 38 | -9,782 | -2.59% | Q1 2026 | May 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 344,351 | 8,011 | 3.35% | — | 39 | +344,351 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 300,137 | 6,897 | 0.01% | 0.01% | 40 | -40,915 | -12.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 291,614 | 6,701 | 0.01% | — | 41 | +291,614 | New | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 270,862 | 6,224 | 0.07% | — | 43 | +270,862 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 268,421 | 6,224 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 267,836 | 6,154 | 0.51% | 0.53% | 44 | +9,279 | 3.59% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 260,744 | 5,991 | 0.05% | 0.06% | 45 | +39,172 | 17.68% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 260,553 | 5,987 | 0.07% | 0.03% | 46 | +173,127 | 198.03% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 260,389 | 5,983 | 0.19% | 0.02% | 47 | +237,409 | 1033.11% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Management, LLC | History | New | 259,293 | 5,958 | 2.51% | — | 48 | +259,293 | New | Q1 2026 | Apr 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 257,730 | 5,922 | 0.27% | 0.08% | 49 | +183,113 | 245.4% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 257,385 | 5,915 | 0.05% | 0.02% | 50 | +169,923 | 194.28% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | New | 251,804 | 5,786 | 0.1% | — | 51 | +251,804 | New | Q1 2026 | Apr 10, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 244,404 | 5,616 | 1.46% | 1.84% | 52 | -77,187 | -24.0% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 237,249 | 5,535 | 0.75% | 0.68% | 53 | +83,714 | 54.52% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 240,734 | 5,532 | 1.27% | 1.32% | 54 | -6,330 | -2.56% | Q1 2026 | Apr 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 228,404 | 5,248 | 0.45% | 0.49% | 55 | -15,721 | -6.44% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Added to | 226,749 | 5,210 | 0.03% | 0.02% | 56 | +99,021 | 77.52% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 222,882 | 5,121 | 0.02% | 0.02% | 57 | +57,431 | 34.71% | Q1 2026 | Apr 24, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 218,296 | 5,016 | 0.41% | 0.41% | 58 | +1,821 | 0.84% | Q1 2026 | Apr 22, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 213,905 | 4,915 | 0.32% | 0.34% | 59 | -18,720 | -8.05% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 208,781 | 4,797 | 0.07% | 0.07% | 60 | -4,623 | -2.17% | Q1 2026 | Apr 01, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 202,688 | 4,657 | 0.3% | 0.28% | 61 | +12,551 | 6.6% | Q1 2026 | Apr 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 195,804 | 4,499 | 0.03% | 0.03% | 62 | +8,505 | 4.54% | Q1 2026 | May 12, 2026 |
| Petix & Botte Co | History | Added to | 188,478 | 4,331 | 0.96% | 0.96% | 63 | +6,210 | 3.41% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 186,479 | 4,309 | 0.01% | 0.01% | 64 | -34,215 | -15.5% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 180,967 | 4,158 | 0.01% | 0.0% | 65 | +24,189 | 15.43% | Q1 2026 | Apr 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 179,307 | 4,120 | 0.64% | 0.23% | 66 | +119,534 | 199.98% | Q1 2026 | May 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 178,527 | 4,102 | 0.1% | 0.06% | 67 | +121,187 | 211.35% | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 171,946 | 3,951 | 0.5% | 0.47% | 68 | +64,937 | 60.68% | Q1 2026 | May 18, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 169,396 | 3,892 | 2.72% | 2.5% | 69 | +23,980 | 16.49% | Q1 2026 | May 12, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 167,981 | 3,860 | 3.65% | 3.39% | 70 | +15,131 | 9.9% | Q1 2026 | Apr 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 165,328 | 3,799 | 0.04% | 0.03% | 71 | +67,535 | 69.06% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | New | 160,250 | 3,682 | 0.07% | — | 72 | +160,250 | New | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 157,104 | 3,610 | 0.16% | 0.18% | 73 | -9,574 | -5.74% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 153,189 | 3,520 | 0.02% | 0.01% | 74 | +92,205 | 151.2% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 152,120 | 3,495 | 0.28% | 0.1% | 75 | +97,105 | 176.51% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 149,126 | 3,426 | 0.07% | 0.08% | 76 | -8,833 | -5.59% | Q1 2026 | Apr 27, 2026 |
| Synergy Investment Management, LLC | History | Added to | 144,430 | 3,319 | 1.09% | 0.48% | 77 | +85,609 | 145.54% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 140,719 | 3,233 | 0.04% | 0.16% | 78 | -467,168 | -76.85% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 135,240 | 3,084 | 0.0% | 0.0% | 79 | +6,541 | 5.08% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 130,296 | 2,994 | 0.0% | 0.0% | 80 | +22,793 | 21.2% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 128,847 | 2,960 | 0.0% | 0.0% | 81 | -529,554 | -80.43% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group | History | Added to | 126,574 | 2,908 | 0.2% | 0.05% | 82 | +100,138 | 378.79% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 121,287 | 2,787 | 0.04% | 0.03% | 83 | +33,991 | 38.94% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 118,542 | 2,724 | 0.03% | 0.01% | 84 | +69,071 | 139.62% | Q1 2026 | May 12, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 117,594 | 2,702 | 1.61% | 1.54% | 85 | -1,062 | -0.9% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,210 | 2,463 | 0.01% | 0.0% | 86 | +62,036 | 137.33% | Q1 2026 | Apr 30, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 103,323 | 2,374 | 0.85% | 0.29% | 87 | +68,003 | 192.53% | Q1 2026 | May 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 101,282 | 2,327 | 1.41% | 1.37% | 88 | +7,379 | 7.86% | Q1 2026 | Apr 27, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 95,690 | 2,198 | 0.65% | 0.61% | 89 | +1,923 | 2.05% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 95,286 | 2,189 | 0.03% | 0.03% | 90 | +16,549 | 21.02% | Q1 2026 | May 15, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 93,855 | 2,156 | 0.07% | 0.07% | 91 | -1,390 | -1.46% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 93,216 | 2,142 | 0.01% | 0.0% | 92 | +30,809 | 49.37% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 90,548 | 2,080 | 0.02% | 0.01% | 93 | +51,631 | 132.67% | Q1 2026 | May 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 87,886 | 2,019 | 0.08% | 0.08% | 94 | -609 | -0.69% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 85,797 | 1,971 | 0.01% | 0.02% | 95 | +5,215 | 6.47% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 81,553 | 1,874 | 0.14% | 0.15% | 96 | -4,339 | -5.05% | Q1 2026 | Apr 08, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 78,886 | 1,812 | 0.2% | 0.19% | 97 | +6,557 | 9.07% | Q1 2026 | May 11, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 77,253 | 1,775 | 0.81% | 0.73% | 98 | -12,494 | -13.92% | Q1 2026 | May 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 74,867 | 1,720 | 0.0% | 0.0% | 99 | +13,071 | 21.15% | Q1 2026 | May 14, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 73,393 | 1,686 | 1.38% | 0.28% | 100 | +59,534 | 429.57% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 67,637 | 1,568 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 66,770 | 1,548 | 0.72% | 0.72% | 102 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Elequin Capital, LP | History | New | 65,700 | 1,509 | 0.13% | — | 103 | +65,700 | New | Q1 2026 | May 11, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 65,599 | 1,507 | 0.37% | 0.48% | 104 | -25,635 | -28.1% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 64,300 | 1,477 | 0.0% | 0.01% | 105 | -224,600 | -77.74% | Q1 2026 | May 14, 2026 |
| Claro Advisors Inc. | History | New | 61,764 | 1,419 | 0.17% | — | 106 | +61,764 | New | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 59,832 | 1,374 | 0.0% | 0.0% | 107 | +6,054 | 11.26% | Q1 2026 | May 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 59,796 | 1,374 | 0.3% | 0.29% | 108 | +2,469 | 4.31% | Q1 2026 | May 13, 2026 |
| Targeted Financial Services LLC | History | Added to | 55,610 | 1,277 | 1.05% | 0.36% | 109 | +37,652 | 209.67% | Q1 2026 | Apr 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 53,137 | 1,221 | 0.01% | — | 110 | +53,137 | New | Q1 2026 | May 12, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 53,034 | 1,218 | 0.7% | 0.22% | 111 | +36,076 | 212.74% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 50,159 | 1,166 | 0.02% | 0.01% | 112 | +40,113 | 399.29% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,000 | 1,149 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 49,961 | 1,148 | 0.02% | 0.02% | 114 | +10,067 | 25.23% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 47,546 | 1,092 | 0.11% | — | 116 | +47,546 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 47,540 | 1,092 | 0.05% | 0.05% | 115 | +2,226 | 4.91% | Q1 2026 | May 12, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 46,427 | 1,066 | 0.52% | 0.51% | 117 | -1,109 | -2.33% | Q1 2026 | Apr 08, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 45,260 | 1,049 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | New | 45,153 | 1,037 | 0.02% | — | 119 | +45,153 | New | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 45,024 | 1,034 | 0.06% | 0.04% | 120 | +17,666 | 64.57% | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 43,844 | 1,007 | 0.01% | 0.01% | 121 | +394 | 0.91% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Reduced | 42,608 | 979 | 0.0% | 0.0% | 122 | -2,457 | -5.45% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,530 | 954 | 0.0% | 0.0% | 123 | +10,769 | 35.01% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Reduced | 40,784 | 937 | 0.07% | 0.07% | 124 | -1,057 | -2.53% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 40,227 | 924 | 0.01% | 0.0% | 125 | +38,806 | 2730.89% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | New | 38,282 | 879 | 0.22% | — | 126 | +38,282 | New | Q1 2026 | May 05, 2026 |
| NICOLET BANKSHARES INC | History | New | 37,500 | 861 | 0.03% | — | 127 | +37,500 | New | Q1 2026 | May 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 37,013 | 850 | 0.06% | 0.06% | 128 | +1,547 | 4.36% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 36,658 | 842 | 0.0% | 0.0% | 129 | +10,650 | 40.95% | Q1 2026 | Apr 29, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 34,908 | 802 | 0.16% | 0.16% | 130 | -1,255 | -3.47% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | No change | 34,638 | 795 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Veltria Advisors Corp. | History | Added to | 34,034 | 791 | 2.63% | 1.69% | 132 | +17,394 | 104.53% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 34,372 | 789 | 0.12% | 0.13% | 133 | -1,414 | -3.95% | Q1 2026 | Apr 24, 2026 |
| Skyline Advisors, Inc. | History | New | 34,043 | 782 | 0.27% | — | 134 | +34,043 | New | Q1 2026 | Apr 20, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 33,597 | 772 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 32,715 | 762 | 0.45% | — | 136 | +32,715 | New | Q1 2026 | May 11, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 32,236 | 740 | 0.29% | 0.29% | 137 | -225 | -0.69% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 31,820 | 731 | 0.02% | — | 138 | +31,820 | New | Q1 2026 | Apr 07, 2026 |
| FLP Wealth Management, LLC | History | Added to | 31,724 | 729 | 1.5% | 0.84% | 139 | +16,348 | 106.32% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Added to | 30,704 | 705 | 0.01% | 0.01% | 140 | +9,247 | 43.1% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | New | 29,244 | 672 | 0.0% | — | 141 | +29,244 | New | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 29,199 | 670 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 29,130 | 669 | 0.0% | 0.0% | 143 | +19,622 | 206.37% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 28,700 | 659 | 0.0% | 0.0% | 144 | -3,616 | -11.19% | Q1 2026 | May 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 27,793 | 644 | 0.18% | 0.18% | 145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 27,911 | 641 | 0.1% | 0.1% | 146 | +12 | 0.04% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 27,540 | 632 | 0.01% | 0.0% | 147 | +19,680 | 250.38% | Q1 2026 | Apr 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,243 | 626 | 0.02% | 0.02% | 148 | +91 | 0.34% | Q1 2026 | Apr 20, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 27,019 | 620 | 0.2% | 0.45% | 149 | -27,237 | -50.2% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | New | 26,158 | 607 | 0.02% | — | 150 | +26,158 | New | Q1 2026 | Apr 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 26,040 | 598 | 0.01% | 0.01% | 151 | +46 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Magnolia Private Wealth, LLC | History | New | 25,871 | 594 | 0.4% | — | 152 | +25,871 | New | Q1 2026 | Apr 21, 2026 |
| FF Advisors,LLC | History | New | 25,142 | 586 | 0.24% | — | 154 | +25,142 | New | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | No change | 25,515 | 586 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 24,728 | 568 | 0.09% | 0.04% | 155 | +12,171 | 96.93% | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | Added to | 23,991 | 551 | 0.2% | 0.19% | 156 | +1,258 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Advisory Alpha, LLC | History | Reduced | 23,631 | 543 | 0.01% | 0.02% | 157 | -5,406 | -18.62% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,818 | 524 | 0.02% | 0.01% | 158 | +602 | 2.71% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 22,600 | 519 | 0.02% | 0.04% | 159 | -9,576 | -29.76% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,392 | 514 | 0.0% | 0.0% | 160 | +11,783 | 111.07% | Q1 2026 | May 08, 2026 |
| MRP Capital Investments, LLC | History | No change | 21,861 | 502 | 0.44% | 0.42% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,142 | 485 | 0.0% | 0.0% | 162 | +3,574 | 20.34% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 20,099 | 461 | 0.0% | 0.0% | 163 | +3,119 | 18.37% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,586 | 450 | 0.01% | 0.02% | 164 | -781 | -3.83% | Q1 2026 | Apr 08, 2026 |
| PFW Advisors LLC | History | Added to | 19,548 | 449 | 0.14% | 0.13% | 165 | +580 | 3.06% | Q1 2026 | Apr 10, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 19,341 | 444 | 0.11% | 0.05% | 166 | +10,166 | 110.8% | Q1 2026 | Apr 20, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 19,240 | 442 | 0.09% | 0.09% | 167 | -324 | -1.66% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 19,037 | 437 | 0.06% | 0.11% | 169 | -11,799 | -38.26% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,034 | 437 | 0.01% | 0.01% | 168 | -1,033 | -5.15% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | New | 18,811 | 432 | 0.02% | — | 170 | +18,811 | New | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 18,577 | 426 | 0.01% | 0.01% | 171 | -2,735 | -12.83% | Q1 2026 | Apr 16, 2026 |
| Advisory Resource Group | History | Added to | 18,021 | 414 | 0.07% | 0.07% | 172 | +190 | 1.07% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 18,015 | 413 | 0.02% | 0.02% | 173 | -11 | -0.06% | Q1 2026 | Apr 23, 2026 |
| Vectors Research Management, LLC | History | Reduced | 18,015 | 413 | 0.12% | 0.13% | 174 | -11 | -0.06% | Q1 2026 | May 05, 2026 |
| FINANCIAL LIFE ADVISORS | History | New | 17,424 | 400 | 0.12% | — | 175 | +17,424 | New | Q1 2026 | Apr 29, 2026 |
| Sepio Capital, LP | History | Reduced | 17,331 | 398 | 0.02% | 0.02% | 176 | -303 | -1.72% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 16,973 | 390 | 0.03% | — | 177 | +16,973 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 16,959 | 389 | 0.0% | 0.0% | 178 | -29,195 | -63.26% | Q1 2026 | Apr 24, 2026 |
| Revisor Wealth Management LLC | History | No change | 16,932 | 389 | 0.11% | 0.1% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Thomasville National Bank | History | No change | 16,600 | 384 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wiser Advisor Group LLC | History | No change | 16,685 | 383 | 0.46% | 0.44% | 181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,297 | 374 | 0.01% | 0.02% | 182 | -3,299 | -16.84% | Q1 2026 | May 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 15,845 | 364 | 0.23% | — | 184 | +15,845 | New | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Reduced | 15,859 | 364 | 0.01% | 0.02% | 183 | -12,626 | -44.33% | Q1 2026 | Apr 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 15,568 | 357 | 0.01% | — | 185 | +15,568 | New | Q1 2026 | Apr 15, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 15,439 | 354 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Melone Private Wealth, LLC | History | Added to | 15,105 | 347 | 0.14% | 0.1% | 187 | +5,318 | 54.34% | Q1 2026 | Apr 08, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 14,880 | 341 | 0.25% | 0.2% | 188 | +1,555 | 11.67% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 14,804 | 340 | 0.0% | 0.01% | 189 | -22,145 | -59.93% | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 14,788 | 339 | 0.02% | 0.02% | 190 | +700 | 4.97% | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 14,770 | 339 | 0.22% | 0.21% | 191 | +425 | 2.96% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Reduced | 14,570 | 334 | 0.0% | 0.0% | 192 | -21,157 | -59.22% | Q1 2026 | May 11, 2026 |
| Unify Financial Advisors | History | No change | 14,440 | 331 | 0.34% | 0.35% | 193 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 14,003 | 321 | 0.18% | — | 194 | +14,003 | New | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,433 | 308 | 0.0% | 0.01% | 195 | +1,857 | 16.04% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 13,308 | 306 | 0.01% | 0.01% | 196 | +4,756 | 55.61% | Q1 2026 | May 14, 2026 |
| KWMG, LLC | History | Reduced | 13,085 | 300 | 0.03% | 0.03% | 197 | -21 | -0.16% | Q1 2026 | Apr 09, 2026 |
| CAP Partners, LLC | History | Added to | 13,035 | 299 | 0.17% | 0.17% | 198 | +114 | 0.88% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,989 | 298 | 0.0% | 0.0% | 199 | +965 | 8.03% | Q1 2026 | May 13, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 12,892 | 296 | 0.07% | 0.07% | 200 | -86 | -0.66% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,373 | 284 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | New | 12,293 | 282 | 0.01% | — | 203 | +12,293 | New | Q1 2026 | Apr 24, 2026 |
| Leo Wealth, LLC | History | Reduced | 12,282 | 282 | 0.02% | 0.02% | 202 | -750 | -5.76% | Q1 2026 | May 05, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 12,243 | 281 | 0.03% | — | 205 | +12,243 | New | Q1 2026 | Apr 24, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 12,228 | 281 | 0.06% | 0.06% | 204 | +22 | 0.18% | Q1 2026 | Apr 30, 2026 |
| First Citizens Financial Corp | History | Added to | 12,011 | 276 | 0.13% | 0.12% | 206 | +1,466 | 13.9% | Q1 2026 | Apr 07, 2026 |
| Tandem Financial, LLC | History | New | 11,967 | 275 | 0.09% | — | 207 | +11,967 | New | Q1 2026 | May 08, 2026 |
| Passumpsic Savings Bank | History | No change | 11,790 | 273 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 11,750 | 270 | 0.08% | 0.08% | 209 | +1,750 | 17.5% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 11,584 | 266 | 0.02% | — | 210 | +11,584 | New | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 11,552 | 265 | 0.0% | 0.0% | 211 | +1,300 | 12.68% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 11,531 | 264 | 0.02% | 0.01% | 212 | +1,958 | 20.45% | Q1 2026 | Apr 22, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,250 | 258 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | New | 11,132 | 255 | 0.0% | — | 214 | +11,132 | New | Q1 2026 | May 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 11,072 | 254 | 0.0% | — | 215 | +11,072 | New | Q1 2026 | May 14, 2026 |
| Lifeworks Advisors, LLC | History | New | 11,013 | 253 | 0.03% | — | 216 | +11,013 | New | Q1 2026 | May 04, 2026 |
| Strategies Wealth Advisors, LLC | History | New | 10,676 | 245 | 0.02% | — | 217 | +10,676 | New | Q1 2026 | May 15, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 10,558 | 242 | 0.11% | 0.11% | 219 | -202 | -1.88% | Q1 2026 | Apr 29, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 10,569 | 242 | 0.01% | 0.01% | 218 | +96 | 0.92% | Q1 2026 | May 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,437 | 239 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,375 | 238 | 0.0% | 0.0% | 221 | +306 | 3.04% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 10,224 | 234 | 0.04% | 0.04% | 222 | +412 | 4.2% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 10,149 | 232 | 0.01% | — | 223 | +10,149 | New | Q1 2026 | Apr 24, 2026 |
| Bridgewater Advisors Inc. | History | New | 10,000 | 232 | 0.01% | — | 224 | +10,000 | New | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,091 | 231 | 0.01% | 0.01% | 225 | -292 | -2.81% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,091 | 231 | 0.03% | 0.04% | 226 | -292 | -2.81% | Q1 2026 | Apr 28, 2026 |
| INVESTED ADVISORS | History | New | 10,003 | 229 | 0.23% | — | 228 | +10,003 | New | Q1 2026 | Apr 29, 2026 |
| Procyon Advisors, LLC | History | Added to | 10,008 | 229 | 0.01% | 0.01% | 227 | +662 | 7.08% | Q1 2026 | May 04, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 9,944 | 228 | 0.03% | — | 230 | +9,944 | New | Q1 2026 | Apr 23, 2026 |
| High Falls Advisors, Inc | History | No change | 9,853 | 228 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HighPoint Advisor Group LLC | History | New | 9,772 | 224 | 0.01% | — | 231 | +9,772 | New | Q1 2026 | May 14, 2026 |
| WealthBridge Capital Management, LLC | History | New | 9,747 | 223 | 0.05% | — | 233 | +9,747 | New | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,719 | 223 | 0.02% | 0.01% | 232 | +4,281 | 78.72% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 9,510 | 218 | 0.01% | 0.02% | 234 | -5,677 | -37.38% | Q1 2026 | Apr 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 9,493 | 218 | 0.0% | 0.0% | 235 | -26 | -0.27% | Q1 2026 | May 11, 2026 |
| James J. Burns & Company, LLC | History | Added to | 9,224 | 211 | 0.03% | 0.03% | 236 | +84 | 0.92% | Q1 2026 | Apr 17, 2026 |
| Centennial Advisors, LLC | History | New | 9,174 | 210 | 0.27% | — | 240 | +9,174 | New | Q1 2026 | Apr 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 9,146 | 210 | 0.06% | 0.01% | 237 | +8,483 | 1279.49% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 9,146 | 210 | 0.06% | 0.03% | 238 | +4,771 | 109.05% | Q1 2026 | May 13, 2026 |
| Cadia Private Client LLC | History | No change | 9,145 | 210 | 0.17% | 0.17% | 239 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 9,112 | 209 | 0.2% | — | 241 | +9,112 | New | Q1 2026 | May 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 8,961 | 205 | 0.07% | 0.09% | 242 | -3,425 | -27.65% | Q1 2026 | Apr 21, 2026 |
| Vontobel Holding Ltd. | History | Added to | 8,889 | 204 | 0.0% | 0.0% | 243 | +46 | 0.52% | Q1 2026 | May 08, 2026 |
| Venturi Wealth Management, LLC | History | New | 8,795 | 202 | 0.01% | — | 245 | +8,795 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,756 | 202 | 0.0% | 0.0% | 244 | +1,848 | 26.75% | Q1 2026 | Apr 07, 2026 |
| Spire Wealth Management | History | Reduced | 7,821 | 179 | 0.01% | 0.01% | 246 | -1 | -0.01% | Q1 2026 | Apr 22, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7,638 | 175 | 0.09% | 0.03% | 247 | +5,234 | 217.72% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | No change | 7,090 | 162 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,611 | 128 | 0.0% | 0.0% | 249 | -579 | -9.35% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 5,449 | 125 | 0.01% | 0.0% | 251 | +4,861 | 826.7% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,441 | 125 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,384 | 123 | 0.0% | 0.0% | 252 | -1,265 | -19.03% | Q1 2026 | May 11, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 5,152 | 118 | 0.08% | 0.04% | 253 | +2,496 | 93.98% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 4,762 | 109 | 0.0% | — | 254 | +4,762 | New | Q1 2026 | May 19, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,639 | 106 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,594 | 105 | 0.01% | 0.01% | 256 | +914 | 24.84% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | Reduced | 4,590 | 105 | 0.01% | 0.01% | 257 | -100 | -2.13% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 4,534 | 104 | 0.07% | 0.04% | 258 | -860 | -15.94% | Q1 2026 | May 01, 2026 |
| Key Capital Management, INC | History | Added to | 4,360 | 100 | 0.07% | 0.01% | 259 | +3,791 | 666.26% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 3,983 | 92 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,760 | 86 | 0.0% | 0.0% | 261 | +3,687 | 5050.68% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,267 | 75 | 0.01% | 0.01% | 262 | -685 | -17.33% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 3,261 | 74 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,012 | 69 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,998 | 68 | 0.0% | 0.0% | 265 | +940 | 45.68% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,945 | 67 | 0.01% | 0.0% | 266 | +1,940 | 193.03% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,787 | 64 | 0.01% | 0.0% | 267 | +2,000 | 254.13% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 2,506 | 57 | 0.0% | 0.0% | 268 | +2,133 | 571.85% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 57 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Realta Investment Advisors | History | Added to | 2,446 | 56 | 0.02% | 0.02% | 270 | +75 | 3.16% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | No change | 2,430 | 55 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 2,137 | 49 | 0.02% | 0.02% | 272 | +107 | 5.27% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,761 | 40 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,620 | 37 | 0.19% | 0.19% | 274 | +280 | 20.9% | Q1 2026 | Apr 28, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,626 | 37 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,442 | 33 | 0.0% | 0.0% | 276 | -484 | -25.13% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 1,372 | 31 | 0.0% | — | 277 | +1,372 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,329 | 30 | 0.0% | 0.0% | 278 | -2,178 | -62.1% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Reduced | 1,315 | 30 | 0.02% | 0.03% | 279 | -852 | -39.32% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | New | 1,279 | 29 | 0.0% | — | 280 | +1,279 | New | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | No change | 1,000 | 23 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,000 | 23 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | Reduced | 878 | 20 | 0.01% | 0.02% | 285 | -1,564 | -64.05% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 786 | 18 | 0.0% | 0.0% | 286 | +7 | 0.9% | Q1 2026 | May 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 810 | 18 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 742 | 17 | 0.01% | 0.01% | 288 | -169 | -18.55% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | New | 690 | 15 | 0.0% | — | 289 | +690 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 616 | 14 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bogart Wealth, LLC | History | No change | 549 | 12 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 495 | 11 | 0.01% | — | 292 | +495 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 430 | 9 | 0.0% | — | 293 | +430 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 277 | 6 | 0.0% | 0.0% | 294 | +185 | 201.09% | Q1 2026 | Apr 07, 2026 |
| Elevated Capital Advisors, LLC | History | New | 246 | 5 | 0.0% | — | 296 | +246 | New | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | No change | 258 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| POM Investment Strategies, LLC | History | New | 216 | 4 | 0.0% | — | 300 | +216 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 200 | 4 | 0.0% | — | 297 | +184 | 1150.0% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 177 | 4 | 0.0% | — | 299 | +177 | New | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 187 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |