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.
Details.
Showing first 300 of
350 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 58,451,257 | 1,374,773 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 24,464,378 | 575,402 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,347,183 | 172,784 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,299,957 | 124,654 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jupiter Topco LLC | History | No change | 4,466,587 | 105,054 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,047,709 | 95,202 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 4,430,218 | 94,762 | 1.24% | 1.33% | 7 | +143,395 | 3.35% | Q3 2026 | Oct 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,747,173 | 80,152 | 0.01% | 0.01% | 8 | +492,749 | 15.14% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,754,322 | 64,809 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,348,353 | 55,233 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,232,045 | 52,497 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,349,078 | 50,246 | 1.94% | 2.04% | 12 | +190,197 | 8.81% | Q3 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 2,134,264 | 50,197 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,948,074 | 45,818 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,813,866 | 42,662 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,759,425 | 41,381 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,591,479 | 37,431 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,262,470 | 29,693 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,150,957 | 24,618 | 0.03% | 0.03% | 19 | +47,531 | 4.31% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,028,053 | 24,179 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 992,255 | 23,337 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 910,834 | 21,422 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 785,536 | 18,475 | 0.22% | 0.22% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 826,071 | 17,669 | 0.45% | 0.51% | 24 | +17,931 | 2.22% | Q3 2026 | Oct 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 724,358 | 17,036 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 679,603 | 15,984 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 644,939 | 13,795 | 0.38% | 0.31% | 27 | +164,585 | 34.26% | Q3 2026 | Oct 08, 2026 |
| Vise Technologies, Inc. | History | Added to | 627,447 | 13,421 | 0.11% | 0.1% | 28 | +240,718 | 62.24% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 550,259 | 12,942 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 534,858 | 12,579 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 576,949 | 12,340 | 0.99% | 1.29% | 31 | -88,978 | -13.36% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 554,031 | 11,857 | 0.02% | 0.02% | 32 | +98,645 | 21.66% | Q3 2026 | Nov 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 457,954 | 10,771 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 493,561 | 10,557 | 0.02% | 0.02% | 34 | -45,675 | -8.47% | Q3 2026 | Oct 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 434,713 | 10,224 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 421,360 | 9,910 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 408,126 | 9,599 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| West Wealth Group, LLC | History | Reduced | 428,314 | 9,161 | 1.42% | 1.98% | 38 | -85,917 | -16.71% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 381,848 | 8,981 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 377,487 | 8,878 | 0.59% | 0.59% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buttonwood Financial Group, LLC | History | New | 409,830 | 8,762 | 4.41% | — | 41 | +409,830 | New | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 366,814 | 8,627 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 375,460 | 8,031 | 0.01% | 0.01% | 43 | +32,975 | 9.63% | Q3 2026 | Nov 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 322,300 | 7,580 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 319,367 | 7,511 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 317,983 | 7,478 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascent Group, LLC | History | Reduced | 342,926 | 7,335 | 0.22% | 0.29% | 47 | -64,906 | -15.91% | Q3 2026 | Oct 30, 2026 |
| Stewardship Advisors, LLC | History | Added to | 325,062 | 6,953 | 1.45% | 1.54% | 48 | +9,557 | 3.03% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 307,158 | 6,530 | 0.01% | 0.01% | 49 | +115,583 | 60.33% | Q3 2026 | Oct 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 265,440 | 6,243 | 0.47% | 0.47% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 284,536 | 6,086 | 2.96% | 2.76% | 51 | +103,643 | 57.3% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 260,254 | 5,981 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 251,214 | 5,908 | 0.61% | 0.61% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 272,001 | 5,818 | 0.09% | 0.11% | 54 | -16,904 | -5.85% | Q3 2026 | Oct 22, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 244,351 | 5,741 | 2.54% | 2.54% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 266,386 | 5,698 | 0.52% | 0.52% | 56 | +25,804 | 10.73% | Q3 2026 | Nov 02, 2026 |
| Synergy Investment Management, LLC | History | No change | 216,174 | 5,084 | 1.23% | 1.23% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 208,864 | 4,912 | 0.29% | 0.29% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 227,789 | 4,872 | 1.11% | 1.21% | 59 | +3,385 | 1.51% | Q3 2026 | Oct 30, 2026 |
| Petix & Botte Co | History | No change | 206,208 | 4,850 | 0.98% | 0.98% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 223,431 | 4,779 | 0.08% | 0.08% | 61 | +23,120 | 11.54% | Q3 2026 | Oct 28, 2026 |
| Private Advisor Group, LLC | History | No change | 195,005 | 4,586 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 210,890 | 4,510 | 0.31% | 0.37% | 63 | -9,027 | -4.1% | Q3 2026 | Oct 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 185,581 | 4,364 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 202,042 | 4,321 | 0.23% | 0.25% | 65 | +10,448 | 5.45% | Q3 2026 | Oct 13, 2026 |
| Hudock, Inc. | History | New | 199,621 | 4,269 | 0.54% | — | 66 | +199,621 | New | Q3 2026 | Oct 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 180,536 | 4,246 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 196,398 | 4,200 | 0.07% | 0.08% | 68 | +12,539 | 6.82% | Q3 2026 | Nov 04, 2026 |
| Quadrature Capital Ltd | History | No change | 170,490 | 4,009 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 186,431 | 3,987 | 0.42% | 0.62% | 70 | +6,625 | 3.68% | Q3 2026 | Oct 26, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 169,510 | 3,986 | 0.72% | 0.72% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 184,114 | 3,938 | 0.07% | 0.07% | 72 | -8,598 | -4.46% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 181,617 | 3,884 | 0.0% | 0.01% | 73 | -121,423 | -40.07% | Q3 2026 | Nov 05, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 179,677 | 3,843 | 3.08% | 3.31% | 74 | +4,954 | 2.84% | Q3 2026 | Oct 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 172,001 | 3,679 | 0.14% | 0.24% | 75 | -85,729 | -33.26% | Q3 2026 | Oct 26, 2026 |
| McAdam, LLC | History | Added to | 171,261 | 3,663 | 0.14% | 0.13% | 76 | +25,960 | 17.87% | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 170,332 | 3,643 | 0.0% | 0.01% | 77 | -23,975 | -12.34% | Q3 2026 | Oct 30, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 153,729 | 3,615 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 162,788 | 3,482 | 0.01% | 0.01% | 79 | +5,416 | 3.44% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 141,343 | 3,321 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 145,397 | 3,110 | 0.97% | 1.39% | 81 | -43,109 | -22.87% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 143,100 | 3,061 | 0.01% | 0.01% | 82 | +40,678 | 39.72% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 142,740 | 3,053 | 0.02% | 0.05% | 83 | -175,788 | -55.19% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 129,563 | 3,047 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | No change | 128,165 | 3,014 | 0.18% | 0.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 139,324 | 2,980 | 0.05% | 0.04% | 86 | +56,377 | 67.97% | Q3 2026 | Oct 28, 2026 |
| Targeted Financial Services LLC | History | Added to | 138,811 | 2,969 | 2.18% | 0.82% | 87 | +91,712 | 194.72% | Q3 2026 | Oct 19, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 106,829 | 2,512 | 0.22% | 0.22% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 116,736 | 2,496 | 0.79% | 3.12% | 89 | -271,760 | -69.95% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 113,074 | 2,418 | 0.02% | 0.04% | 90 | -110,306 | -49.38% | Q3 2026 | Oct 16, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 97,682 | 2,297 | 1.23% | 1.23% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 97,154 | 2,285 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 96,093 | 2,260 | 0.95% | 0.95% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | No change | 94,637 | 2,225 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 101,295 | 2,166 | 0.29% | 0.99% | 95 | -86,729 | -46.13% | Q3 2026 | Nov 04, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 90,879 | 2,137 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 96,159 | 2,056 | 0.58% | 0.69% | 97 | -7,581 | -7.31% | Q3 2026 | Oct 14, 2026 |
| Waverly Advisors, LLC | History | No change | 86,911 | 2,044 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 94,024 | 2,011 | 0.52% | 0.59% | 99 | -1,417 | -1.48% | Q3 2026 | Oct 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 81,530 | 1,917 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 77,378 | 1,819 | 0.38% | 0.38% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 76,613 | 1,778 | 0.93% | 0.93% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 82,756 | 1,770 | 0.04% | 0.05% | 103 | -171 | -0.21% | Q3 2026 | Oct 16, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 80,401 | 1,719 | 0.53% | 0.82% | 104 | -30,004 | -27.18% | Q3 2026 | Oct 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 70,222 | 1,651 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 68,564 | 1,612 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 73,283 | 1,567 | 0.02% | 0.02% | 107 | -17,818 | -19.56% | Q3 2026 | Oct 15, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 65,281 | 1,535 | 0.58% | 0.58% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Willis Johnson Wealth, Inc. | History | New | 71,057 | 1,519 | 0.08% | — | 109 | +71,057 | New | Q3 2026 | Nov 03, 2026 |
| Aprio Wealth Management, LLC | History | New | 70,498 | 1,507 | 0.07% | — | 110 | +70,498 | New | Q3 2026 | Oct 28, 2026 |
| NOVEM GROUP | History | Added to | 69,500 | 1,486 | 0.15% | 0.06% | 111 | +44,741 | 180.71% | Q3 2026 | Oct 19, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 62,776 | 1,476 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Reduced | 68,512 | 1,465 | 0.02% | 0.03% | 113 | -50,026 | -42.2% | Q3 2026 | Oct 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 68,225 | 1,459 | 0.1% | 0.12% | 114 | -9,972 | -12.75% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 58,520 | 1,376 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 58,181 | 1,368 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 57,695 | 1,356 | 0.74% | 0.74% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 63,287 | 1,353 | 0.07% | 0.07% | 118 | +7,121 | 12.68% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 56,711 | 1,333 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 56,247 | 1,322 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Claro Advisors Inc. | History | Reduced | 56,336 | 1,205 | 0.12% | 0.19% | 121 | -19,399 | -25.61% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 50,801 | 1,194 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 50,108 | 1,178 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,000 | 1,176 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 50,328 | 1,157 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 53,613 | 1,146 | 0.09% | 0.05% | 126 | +28,074 | 109.93% | Q3 2026 | Oct 20, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 52,553 | 1,124 | 0.58% | 0.62% | 127 | +864 | 1.67% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 51,316 | 1,097 | 0.0% | 0.0% | 128 | +12,860 | 33.44% | Q3 2026 | Nov 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 49,692 | 1,072 | 0.02% | 0.02% | 129 | -4,954 | -9.07% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 49,692 | 1,072 | 0.02% | 0.02% | 130 | -4,954 | -9.07% | Q3 2026 | Oct 20, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 49,266 | 1,053 | 0.09% | 0.11% | 131 | +21,404 | 76.82% | Q3 2026 | Oct 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 44,280 | 1,041 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 43,960 | 1,033 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 46,791 | 1,000 | 0.14% | 0.3% | 134 | -36,301 | -43.69% | Q3 2026 | Nov 04, 2026 |
| NorthRock Partners, LLC | History | No change | 41,925 | 986 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProVise Management Group, LLC | History | No change | 41,793 | 982 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 45,688 | 977 | 0.03% | 0.03% | 137 | -1,918 | -4.03% | Q3 2026 | Oct 07, 2026 |
| MAI Capital Management | History | No change | 40,241 | 946 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 44,166 | 944 | 0.66% | — | 139 | +44,166 | New | Q3 2026 | Oct 19, 2026 |
| Ally Invest Advisors Inc. | History | No change | 39,359 | 925 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 42,051 | 899 | 0.43% | 0.51% | 141 | -4,480 | -9.63% | Q3 2026 | Oct 14, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 40,881 | 874 | 0.57% | 0.85% | 142 | -13,848 | -25.3% | Q3 2026 | Oct 20, 2026 |
| FLP Wealth Management, LLC | History | No change | 36,706 | 863 | 1.53% | 1.53% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 39,541 | 860 | 0.07% | 0.11% | 144 | -22,013 | -35.76% | Q3 2026 | Oct 23, 2026 |
| TSG Advice Partners, LLC | History | New | 35,396 | 832 | 0.11% | — | 145 | +35,396 | New | Q3 2026 | Oct 29, 2026 |
| NICOLET BANKSHARES INC | History | No change | 32,385 | 761 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Veltria Advisors Corp. | History | Added to | 35,109 | 750 | 0.92% | 1.21% | 147 | +1,075 | 3.16% | Q3 2026 | Nov 05, 2026 |
| Ducere Wealth Management LLC | History | No change | 31,769 | 747 | 0.22% | 0.22% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oasis Advisors, LLC | History | New | 34,702 | 742 | 0.31% | — | 149 | +34,702 | New | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 33,805 | 723 | 0.01% | 0.02% | 150 | -3,459 | -9.28% | Q3 2026 | Oct 16, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 33,597 | 718 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 30,353 | 713 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30,316 | 713 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 33,325 | 712 | 0.0% | 0.0% | 154 | -15,531 | -31.79% | Q3 2026 | Nov 02, 2026 |
| BlackRock, Inc. | History | No change | 30,202 | 710 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial River Investments, LLC | History | Added to | 32,755 | 700 | 0.18% | 0.22% | 156 | +375 | 1.16% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 32,416 | 693 | 0.01% | 0.01% | 157 | -727 | -2.19% | Q3 2026 | Oct 15, 2026 |
| FF Advisors,LLC | History | Added to | 31,437 | 672 | 0.25% | 0.22% | 158 | +6,295 | 25.04% | Q3 2026 | Oct 21, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 31,185 | 664 | 0.08% | 0.1% | 159 | -3,450 | -9.96% | Q3 2026 | Oct 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 28,769 | 615 | 0.01% | 0.01% | 160 | +166 | 0.58% | Q3 2026 | Oct 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 28,073 | 600 | 0.02% | 0.02% | 161 | +736 | 2.69% | Q3 2026 | Oct 23, 2026 |
| Apeiron RIA LLC | History | No change | 27,817 | 595 | 0.14% | 0.17% | 162 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 27,605 | 590 | 0.02% | 0.02% | 164 | +4,620 | 20.1% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,589 | 590 | 0.01% | 0.01% | 163 | +780 | 2.91% | Q3 2026 | Nov 05, 2026 |
| 15 Wealth Advisors LLC | History | New | 26,930 | 575 | 0.14% | — | 165 | +26,930 | New | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,931 | 562 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 26,126 | 558 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 23,338 | 548 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 22,998 | 540 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 22,815 | 536 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MRP Capital Investments, LLC | History | No change | 21,861 | 514 | 0.38% | 0.38% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | Added to | 23,891 | 511 | 0.08% | 0.08% | 172 | +1,874 | 8.51% | Q3 2026 | Oct 09, 2026 |
| Asset One Wealth Management LLC | History | New | 22,514 | 481 | 0.04% | — | 173 | +22,514 | New | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,194 | 474 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,088 | 472 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 21,879 | 467 | 0.12% | 0.14% | 176 | -68 | -0.31% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 19,524 | 459 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LCW Services, LLC | History | New | 20,710 | 442 | 0.18% | — | 178 | +20,710 | New | Q3 2026 | Oct 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,088 | 425 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vectors Research Management, LLC | History | No change | 18,015 | 423 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PKS Advisory Services, LLC | History | No change | 17,948 | 422 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FMR LLC | History | No change | 17,442 | 410 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 18,860 | 403 | 0.08% | 0.09% | 183 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,654 | 399 | 0.03% | 0.03% | 185 | +284 | 1.55% | Q3 2026 | Oct 08, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 16,973 | 399 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Revisor Wealth Management LLC | History | No change | 18,343 | 396 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,361 | 392 | 0.0% | 0.0% | 187 | +4,235 | 29.98% | Q3 2026 | Oct 30, 2026 |
| Thomasville National Bank | History | No change | 16,600 | 390 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tyche Wealth Partners LLC | History | No change | 16,486 | 387 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COURIER CAPITAL LLC | History | Added to | 18,029 | 385 | 0.02% | 0.02% | 190 | +14 | 0.08% | Q3 2026 | Oct 19, 2026 |
| Capital Analysts, LLC | History | No change | 16,139 | 379 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sepio Capital, LP | History | Added to | 17,484 | 373 | 0.01% | 0.02% | 192 | +79 | 0.45% | Q3 2026 | Oct 22, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 17,360 | 371 | 0.21% | 0.21% | 193 | +1,208 | 7.48% | Q3 2026 | Nov 03, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 17,239 | 368 | 0.14% | 0.16% | 194 | -75 | -0.43% | Q3 2026 | Oct 16, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 15,652 | 368 | 0.31% | 0.31% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wiser Advisor Group LLC | History | No change | 15,270 | 359 | 0.39% | 0.39% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Town Capital LLC | History | Reduced | 16,625 | 355 | 0.23% | 0.26% | 197 | -578 | -3.36% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Management | History | Reduced | 16,526 | 353 | 0.35% | 0.5% | 198 | -3,794 | -18.67% | Q3 2026 | Oct 19, 2026 |
| Wrenne Financial Planning LLC | History | New | 16,494 | 352 | 0.12% | — | 199 | +16,494 | New | Q3 2026 | Oct 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 14,794 | 347 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMERCE BANK | History | No change | 14,570 | 342 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 14,543 | 342 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 15,901 | 340 | 0.07% | 0.06% | 203 | +3,089 | 24.11% | Q3 2026 | Oct 14, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 15,907 | 340 | 0.18% | 0.17% | 204 | +2,953 | 22.8% | Q3 2026 | Oct 26, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 15,445 | 330 | 0.03% | 0.04% | 205 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 15,277 | 326 | 0.01% | 0.01% | 206 | -675 | -4.23% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,676 | 321 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 14,919 | 319 | 0.08% | 0.1% | 208 | -2,980 | -16.65% | Q3 2026 | Oct 07, 2026 |
| Rede Wealth, LLC | History | Added to | 14,924 | 319 | 0.1% | 0.1% | 209 | +2,144 | 16.78% | Q3 2026 | Oct 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 13,548 | 318 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 13,530 | 318 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 14,770 | 315 | 0.18% | 0.2% | 212 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Daviman Financial, LLC | History | No change | 13,282 | 312 | 0.17% | 0.17% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 13,194 | 310 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Resource Group | History | Reduced | 14,411 | 308 | 0.04% | 0.06% | 215 | -3,817 | -20.94% | Q3 2026 | Oct 26, 2026 |
| Unify Financial Advisors | History | No change | 14,440 | 308 | 0.28% | 0.31% | 216 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 14,094 | 301 | 0.14% | 0.15% | 217 | +91 | 0.65% | Q3 2026 | Oct 26, 2026 |
| HRT FINANCIAL LP | History | No change | 12,214 | 287 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 12,243 | 287 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Range Advisory, LLC | History | No change | 12,168 | 286 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CAP Partners, LLC | History | Added to | 13,283 | 284 | 0.13% | 0.15% | 223 | +129 | 0.98% | Q3 2026 | Oct 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,116 | 284 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,075 | 284 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tandem Financial, LLC | History | No change | 11,967 | 281 | 0.08% | 0.08% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,755 | 276 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 12,650 | 270 | 0.07% | 0.08% | 226 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 11,344 | 266 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,250 | 264 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,252 | 262 | 0.01% | 0.02% | 229 | -83 | -0.67% | Q3 2026 | Oct 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 12,277 | 262 | 0.05% | 0.05% | 230 | +25 | 0.2% | Q3 2026 | Oct 23, 2026 |
| RDA Financial Network | History | New | 12,181 | 260 | 0.06% | — | 231 | +12,181 | New | Q3 2026 | Oct 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 10,877 | 255 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 10,777 | 253 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | Added to | 11,804 | 252 | 0.21% | 0.21% | 234 | +1,801 | 18.0% | Q3 2026 | Oct 23, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 10,668 | 250 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 10,437 | 245 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,346 | 242 | 0.0% | 0.0% | 237 | +4,445 | 64.41% | Q3 2026 | Oct 08, 2026 |
| Meridian Wealth Management, LLC | History | No change | 11,250 | 240 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Park State Asset Management | History | No change | 11,159 | 238 | 0.24% | 0.26% | 239 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 11,125 | 237 | 0.05% | 0.04% | 240 | +2,399 | 27.49% | Q3 2026 | Oct 26, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,792 | 230 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 9,819 | 230 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lifeworks Advisors, LLC | History | No change | 9,817 | 230 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 9,792 | 230 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 10,718 | 229 | 0.15% | 0.24% | 245 | -5,776 | -35.02% | Q3 2026 | Nov 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,000 | 228 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFO4Life Group, LLC | History | No change | 9,698 | 228 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 9,730 | 228 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,493 | 223 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 10,456 | 223 | 0.03% | 0.04% | 250 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,357 | 221 | 0.01% | — | 251 | +10,357 | New | Q3 2026 | Oct 21, 2026 |
| Integrated Advisors Network LLC | History | New | 10,053 | 215 | 0.01% | — | 253 | +10,053 | New | Q3 2026 | Oct 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 10,088 | 215 | 0.01% | 0.01% | 252 | +188 | 1.9% | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,000 | 213 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Mutual Advisors, LLC | History | No change | 9,079 | 213 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 9,900 | 211 | 0.09% | 0.16% | 257 | -6,034 | -37.87% | Q3 2026 | Oct 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,990 | 211 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PATRON PARTNERS, LLC | History | No change | 8,994 | 211 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 8,893 | 209 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,743 | 208 | 0.01% | 0.02% | 260 | -3,903 | -28.6% | Q3 2026 | Nov 04, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 9,649 | 206 | 0.04% | 0.05% | 262 | -137 | -1.4% | Q3 2026 | Oct 16, 2026 |
| Venturi Wealth Management, LLC | History | No change | 8,770 | 206 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vontobel Holding Ltd. | History | Added to | 9,624 | 205 | 0.0% | 0.0% | 263 | +735 | 8.27% | Q3 2026 | Oct 16, 2026 |
| Key Capital Management, INC | History | Reduced | 8,513 | 182 | 0.07% | 0.12% | 264 | -1,421 | -14.3% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Reduced | 8,238 | 176 | 0.01% | 0.01% | 265 | -263 | -3.09% | Q3 2026 | Oct 30, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 7,621 | 163 | 0.04% | 0.06% | 266 | -1,613 | -17.47% | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Reduced | 6,143 | 131 | 0.0% | 0.0% | 267 | -378 | -5.8% | Q3 2026 | Oct 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,384 | 126 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 5,089 | 119 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,639 | 109 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,599 | 108 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,711 | 100 | 0.01% | 0.01% | 272 | +20 | 0.43% | Q3 2026 | Oct 30, 2026 |
| Latitude Advisors, LLC | History | New | 4,640 | 99 | 0.03% | — | 273 | +4,640 | New | Q3 2026 | Oct 27, 2026 |
| Independence Bank of Kentucky | History | No change | 4,590 | 98 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,920 | 92 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3,739 | 79 | 0.0% | 0.0% | 276 | -31 | -0.82% | Q3 2026 | Oct 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,320 | 78 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 3,613 | 77 | 0.04% | 0.05% | 278 | +14 | 0.39% | Q3 2026 | Oct 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 3,196 | 68 | 0.02% | 0.04% | 279 | -3,090 | -49.16% | Q3 2026 | Oct 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,956 | 63 | 0.0% | 0.0% | 280 | +526 | 21.65% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 53 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Realta Investment Advisors | History | No change | 2,446 | 52 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,178 | 51 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 2,025 | 47 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centennial Bank/AR/ | History | No change | 2,023 | 47 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,014 | 43 | 0.0% | 0.0% | 286 | -946 | -31.96% | Q3 2026 | Oct 26, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,761 | 41 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 1,849 | 39 | 0.01% | 0.01% | 288 | +646 | 53.7% | Q3 2026 | Nov 05, 2026 |
| LGT Financial Advisors LLC | History | No change | 1,646 | 38 | 0.2% | 0.2% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,645 | 35 | 0.0% | 0.0% | 290 | +322 | 24.34% | Q3 2026 | Nov 04, 2026 |
| United Financial Planning Group LLC | History | Added to | 1,622 | 34 | 0.02% | 0.02% | 293 | +141 | 9.52% | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,463 | 34 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,626 | 34 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BFC Planning, Inc. | History | No change | 1,463 | 34 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,550 | 33 | 0.01% | 0.02% | 295 | -179 | -10.35% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,329 | 31 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,304 | 27 | 0.0% | 0.0% | 297 | +13 | 1.01% | Q3 2026 | Nov 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,000 | 22 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |