Invesco Exchange-Traded Fund Trust II - QQQM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 11,739,234 | 3,556,635 | 0.8% | 0.8% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CI INVESTMENTS INC. | History | No change | 8,678,658 | 2,629,373 | 8.44% | 8.44% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,557,285 | 2,289,585 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 5,160,404 | 1,563,448 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 4,474,745 | 1,355,713 | 8.06% | 8.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,165,109 | 1,211,862 | 0.49% | 0.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,868,368 | 1,171,999 | 0.63% | 0.63% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,519,556 | 1,066,318 | 7.17% | 7.17% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 3,322,000 | 1,006,466 | 6.58% | 6.58% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,312,693 | 1,003,646 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 3,219,767 | 975,492 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,087,599 | 935,711 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 3,073,663 | 931,228 | 4.17% | 4.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,385,588 | 722,761 | 0.66% | 0.66% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,069,185 | 626,900 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,916,464 | 580,631 | 4.34% | 4.34% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 1,864,379 | 564,851 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,697,390 | 514,258 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,469,858 | 445,447 | 0.52% | 0.52% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,422,385 | 430,939 | 0.54% | 0.54% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 1,100,665 | 333,468 | 1.53% | 1.53% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Norinchukin Bank, The | History | No change | 1,080,000 | 327,207 | 3.18% | 3.18% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,002,640 | 303,768 | 8.11% | 8.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 941,419 | 285,222 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 891,072 | 269,968 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 883,746 | 267,748 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 859,095 | 255,250 | 0.43% | 0.43% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 821,445 | 248,873 | 1.05% | 1.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 762,018 | 230,868 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 716,697 | 217,137 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 711,937 | 215,695 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 687,113 | 208,175 | 0.48% | 0.48% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 658,384 | 199,470 | 0.41% | 0.41% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 655,747 | 198,671 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 643,714 | 195,026 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 643,133 | 194,850 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 626,388 | 186,694 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 590,648 | 178,949 | 5.42% | 5.42% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 588,006 | 178,148 | 11.51% | 11.51% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Management Fund Advisors LLC | History | No change | 508,600 | 154,091 | 10.9% | 10.9% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 484,041 | 146,649 | 1.72% | 1.72% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 473,609 | 143,489 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 472,925 | 143,282 | 0.31% | 0.31% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Advisors, LLC | History | No change | 454,343 | 137,652 | 28.91% | 28.91% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Banco Santander, S.A. | History | No change | 446,330 | 135,224 | 0.84% | 0.84% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 440,980 | 133,603 | 0.87% | 0.87% | 46 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 432,731 | 131,097 | 0.84% | 0.84% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 425,069 | 128,783 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Security Advisor, Inc. | History | No change | 383,004 | 116,038 | 18.87% | 18.87% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 481,421 | 114,395 | 4.65% | 4.65% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| US BANCORP \DE\ | History | No change | 377,200 | 114,280 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 356,488 | 108,005 | 1.18% | 1.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 353,196 | 107,006 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 327,421 | 99,198 | 0.3% | 0.3% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 314,921 | 95,411 | 0.31% | 0.31% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jupiter Topco LLC | History | No change | 298,981 | 90,582 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 293,890 | 89,039 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 289,917 | 87,836 | 0.52% | 0.52% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 296,733 | 86,177 | 10.85% | 10.85% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Investments LLC | History | Added to | 279,532 | 85,156 | 1.22% | 1.14% | 60 | +6,901 | 2.53% | Q3 2026 | Oct 08, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 294,421 | 83,406 | 8.79% | 8.79% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 273,436 | 82,842 | 0.38% | 0.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 267,702 | 81,105 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 267,482 | 81,039 | 2.78% | 2.78% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Day In July LLC | History | No change | 265,841 | 80,541 | 5.6% | 5.6% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 263,000 | 79,681 | 7.28% | 7.28% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 252,056 | 76,365 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 252,021 | 76,354 | 2.5% | 2.5% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 249,211 | 75,503 | 5.59% | 5.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | No change | 244,300 | 74,016 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rolek Wealth Management LLC | History | No change | 241,261 | 73,094 | 40.93% | 40.93% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 237,933 | 72,086 | 2.73% | 2.73% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 229,703 | 69,593 | 0.83% | 0.83% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 217,587 | 65,922 | 18.87% | 18.87% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whelan Financial | History | No change | 213,092 | 64,560 | 17.58% | 17.58% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AdvisorShares Investments LLC | History | No change | 209,490 | 63,469 | 7.66% | 7.66% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 201,587 | 61,074 | 0.61% | 0.61% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 200,988 | 60,893 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 200,772 | 60,827 | 3.01% | 3.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Scarborough Advisors, LLC | History | No change | 202,750 | 60,227 | 6.92% | 6.92% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Management LLC | History | No change | 194,254 | 58,853 | 3.95% | 3.95% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 191,528 | 58,027 | 5.63% | 5.63% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 190,470 | 57,706 | 0.7% | 0.7% | 83 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIL Ltd | History | No change | 190,216 | 57,629 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 188,652 | 57,156 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 186,222 | 56,419 | 1.64% | 1.64% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 183,409 | 55,567 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 180,750 | 54,761 | 0.25% | 0.25% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Q3 Asset Management | History | No change | 183,081 | 52,655 | 9.64% | 9.64% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 171,271 | 51,889 | 0.3% | 0.3% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kirkwood Financial Services | History | No change | 168,645 | 51,139 | 14.62% | 14.62% | 91 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Verde Capital Management | History | No change | 168,538 | 51,062 | 9.44% | 9.44% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 170,157 | 50,715 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 166,207 | 50,355 | 0.26% | 0.26% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 165,171 | 50,041 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 163,323 | 49,481 | 0.34% | 0.34% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 159,046 | 48,186 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fusion Family Wealth, LLC | History | No change | 157,545 | 47,731 | 3.17% | 3.17% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 156,057 | 47,317 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 155,733 | 47,182 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EdgeRock Capital LLC | History | No change | 154,804 | 46,901 | 10.63% | 10.63% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 153,000 | 46,354 | 5.89% | 5.89% | 102 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 151,497 | 45,899 | 4.21% | 4.21% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 150,909 | 45,720 | 7.14% | 7.14% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 150,719 | 45,663 | 3.95% | 3.95% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KPP Advisory Services LLC | History | No change | 150,298 | 45,535 | 5.76% | 5.76% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Highland Financial Advisors, LLC | History | No change | 149,327 | 45,241 | 9.95% | 9.95% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 148,564 | 45,010 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 360 Financial, Inc. | History | No change | 148,542 | 45,003 | 11.43% | 11.43% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 145,412 | 44,055 | 12.55% | 12.55% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 146,078 | 43,955 | 2.11% | 2.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 144,788 | 43,866 | 0.7% | 0.7% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 144,347 | 43,732 | 2.22% | 2.22% | 113 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 140,911 | 42,927 | 0.3% | 0.34% | 114 | -3,267 | -2.27% | Q3 2026 | Oct 08, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 141,373 | 42,832 | 2.43% | 2.43% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 141,092 | 42,746 | 4.95% | 4.95% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 138,941 | 42,094 | 10.09% | 10.09% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 138,170 | 41,861 | 0.36% | 0.36% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 137,964 | 41,798 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 137,829 | 41,757 | 7.88% | 7.88% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 137,298 | 41,601 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Partners Group, Inc | History | No change | 137,024 | 41,514 | 4.21% | 4.21% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 133,319 | 40,614 | 6.61% | 6.24% | 123 | +10,015 | 8.12% | Q3 2026 | Oct 08, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 137,553 | 39,419 | 4.48% | 4.48% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waterloo Capital, L.P. | History | No change | 129,254 | 39,160 | 2.2% | 2.2% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 127,139 | 38,519 | 6.64% | 6.64% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisors, LLC | History | No change | 123,215 | 37,330 | 5.15% | 5.15% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 122,854 | 37,221 | 8.76% | 8.76% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVFG LLC | History | No change | 122,370 | 37,074 | 3.89% | 3.89% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stewardship Advisors, LLC | History | No change | 122,211 | 37,026 | 7.69% | 7.69% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hudock, Inc. | History | No change | 121,336 | 36,761 | 4.71% | 4.71% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global View Capital Management LLC | History | No change | 120,688 | 36,564 | 7.55% | 7.55% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 119,428 | 36,382 | 6.67% | 6.76% | 133 | +1,778 | 1.51% | Q3 2026 | Oct 01, 2026 |
| Integrated Capital Management, LLC | History | No change | 117,955 | 35,736 | 12.87% | 12.87% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JP Wealth Management, Inc. | History | Added to | 116,619 | 35,526 | 22.51% | 22.1% | 135 | +750 | 0.65% | Q3 2026 | Oct 07, 2026 |
| Brookstone Capital Management | History | No change | 117,219 | 35,513 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Horizon Wealth Management, LLC | History | No change | 116,737 | 35,367 | 4.51% | 4.51% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 113,795 | 34,476 | 0.53% | 0.53% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 113,417 | 34,361 | 2.66% | 2.66% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 112,053 | 33,948 | 1.37% | 1.37% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apriem Advisors | History | No change | 111,422 | 33,757 | 2.92% | 2.92% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 110,441 | 33,460 | 0.49% | 0.49% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Enclave Advisors LLC | History | No change | 109,025 | 33,031 | 4.18% | 4.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 108,910 | 32,996 | 10.79% | 10.79% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACT Advisors, LLC. | History | No change | 108,258 | 32,798 | 10.9% | 10.9% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 107,584 | 32,594 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 110,640 | 32,463 | 5.03% | 5.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 106,951 | 32,403 | 1.16% | 1.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 106,778 | 32,350 | 0.62% | 0.62% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 106,000 | 32,114 | 0.39% | 0.39% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Strategies LLC | History | No change | 105,037 | 31,823 | 3.16% | 3.16% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 102,632 | 31,266 | 2.6% | 3.33% | 152 | +12,982 | 14.48% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 102,620 | 31,090 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 102,476 | 31,047 | 13.18% | 13.18% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 101,440 | 30,733 | 7.12% | 7.12% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 100,236 | 30,368 | 4.0% | 4.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 99,901 | 30,267 | 0.32% | 0.32% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | No change | 99,807 | 30,238 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madison Wealth Partners, Inc | History | No change | 99,497 | 30,144 | 3.84% | 3.84% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AAF Wealth Management, LLC | History | No change | 97,959 | 29,678 | 10.95% | 10.95% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOKF, NA | History | No change | 97,634 | 29,580 | 0.41% | 0.41% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GTS SECURITIES LLC | History | No change | 96,625 | 29,280 | 0.62% | 0.62% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 95,196 | 28,841 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 95,124 | 28,819 | 0.91% | 0.91% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 94,765 | 28,733 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 94,409 | 28,603 | 6.1% | 6.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | No change | 96,404 | 28,493 | 3.01% | 3.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 91,944 | 27,892 | 3.21% | 3.21% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Allocation Strategies LLC | History | No change | 91,098 | 27,599 | 4.25% | 4.25% | 169 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AlTi Global, Inc. | History | No change | 90,000 | 27,267 | 0.56% | 0.56% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 89,570 | 27,137 | 0.3% | 0.3% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 89,512 | 27,119 | 3.76% | 3.76% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 89,343 | 27,068 | 4.0% | 4.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wick Capital Partners, LLC | History | No change | 88,774 | 26,895 | 4.06% | 4.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 88,281 | 26,746 | 0.78% | 0.78% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 85,045 | 25,766 | 5.63% | 5.63% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 83,990 | 25,447 | 0.59% | 0.59% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Members Advisory Group LLC | History | No change | 82,427 | 24,973 | 6.97% | 6.97% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK HAPOALIM BM | History | No change | 82,000 | 24,844 | 1.65% | 1.65% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Enterprises, LLC | History | No change | 80,285 | 24,323 | 1.18% | 1.18% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 970,826 | 24,030 | 11.96% | 11.96% | 181 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 78,010 | 23,764 | 0.68% | 0.06% | 182 | +70,859 | 990.9% | Q3 2026 | Oct 08, 2026 |
| Prospera Financial Services Inc | History | No change | 78,303 | 23,751 | 0.34% | 0.34% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 78,155 | 23,678 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 77,218 | 23,394 | 1.76% | 1.76% | 185 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CITIGROUP INC | History | No change | 76,687 | 23,233 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 76,453 | 23,163 | 0.47% | 0.47% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 75,725 | 22,942 | 1.1% | 1.1% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 75,333 | 22,823 | 0.64% | 0.64% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 75,296 | 22,812 | 10.38% | 10.38% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | No change | 75,295 | 22,811 | 0.49% | 0.49% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Div Capital Phoenix Assets Ltd | History | No change | 75,000 | 22,722 | 3.9% | 3.9% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 74,077 | 22,443 | 1.46% | 1.46% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 73,881 | 22,383 | 0.57% | 0.57% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | No change | 72,011 | 21,817 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Wealth Partners | History | No change | 71,872 | 21,774 | 12.29% | 12.29% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 90,353 | 21,706 | 0.36% | 0.36% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 70,971 | 21,502 | 4.36% | 4.36% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Walker Financial Services, Inc. | History | No change | 69,882 | 21,172 | 6.55% | 6.55% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Secure Asset Management, LLC | History | No change | 69,722 | 21,123 | 2.96% | 2.96% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 69,520 | 21,062 | 6.73% | 6.73% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Drake & Associates, LLC | History | No change | 69,048 | 20,919 | 3.52% | 3.52% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Winthrop Advisory Group LLC | History | No change | 69,033 | 20,914 | 1.41% | 1.41% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sepio Capital, LP | History | No change | 67,099 | 20,328 | 1.02% | 1.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forge Financial Services LLC | History | No change | 66,774 | 20,236 | 1.74% | 1.74% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B&D White Capital Company, LLC | History | No change | 65,674 | 19,897 | 1.98% | 1.98% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | No change | 64,987 | 19,689 | 0.61% | 0.61% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 64,823 | 19,639 | 6.92% | 6.92% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carroll Advisory Group, LLC | History | No change | 63,591 | 19,266 | 6.33% | 6.33% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Asset Management, Inc. | History | No change | 73,661 | 19,197 | 9.41% | 9.41% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roundview Capital LLC | History | No change | 62,409 | 18,908 | 1.03% | 1.03% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 61,943 | 18,870 | 1.42% | 0.45% | 212 | +41,845 | 208.2% | Q3 2026 | Oct 08, 2026 |
| Empire Life Investments Inc. | History | No change | 62,000 | 18,784 | 1.05% | 1.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 61,729 | 18,702 | 2.79% | 2.79% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 61,425 | 18,583 | 0.08% | 0.08% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 61,000 | 18,481 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| David Kennon Inc | History | No change | 60,880 | 18,444 | 6.09% | 6.09% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 60,750 | 18,405 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bauman Advisory Group, LLC | History | No change | 60,629 | 18,368 | 9.72% | 9.72% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 59,967 | 18,168 | 0.19% | 0.19% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GR FINANCIAL GROUP, LLC | History | No change | 59,946 | 18,162 | 2.47% | 2.47% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Petix & Botte Co | History | No change | 59,924 | 18,156 | 3.65% | 3.65% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 59,367 | 17,986 | 8.48% | 8.48% | 223 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Compass Financial Services Inc | History | No change | 59,196 | 17,934 | 6.7% | 6.7% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 62,283 | 17,749 | 11.06% | 11.06% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICUS CAPITAL | History | No change | 57,669 | 17,472 | 1.13% | 1.13% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 57,538 | 17,432 | 8.59% | 8.59% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | No change | 57,356 | 17,377 | 0.46% | 0.46% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 56,777 | 17,202 | 0.32% | 0.32% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 56,058 | 16,983 | 0.33% | 0.33% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ODonnell Financial Services, LLC | History | No change | 55,775 | 16,898 | 4.97% | 4.97% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Capital Advisors LLC | History | No change | 55,549 | 16,829 | 7.3% | 7.3% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAP Partners, LLC | History | No change | 54,257 | 16,438 | 8.04% | 8.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 54,209 | 16,423 | 1.39% | 1.39% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 53,713 | 16,273 | 0.25% | 0.25% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 53,437 | 16,189 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 53,383 | 16,173 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 53,367 | 16,168 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| URS Advisory LLC | History | No change | 53,123 | 16,094 | 8.96% | 8.96% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 52,316 | 15,850 | 3.72% | 3.72% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 51,531 | 15,612 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 51,382 | 15,567 | 0.95% | 0.95% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 51,179 | 15,505 | 6.12% | 6.12% | 243 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 51,050 | 15,466 | 9.19% | 9.19% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 49,842 | 15,100 | 4.67% | 4.67% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modus Advisors, LLC | History | No change | 49,566 | 15,017 | 3.71% | 3.71% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lotus Asset Management LLC | History | No change | 48,587 | 14,720 | 13.03% | 13.03% | 247 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Rehmann Capital Advisory Group | History | No change | 48,169 | 14,581 | 0.67% | 0.67% | 248 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 47,830 | 14,570 | 1.53% | 1.4% | 249 | +2,240 | 4.91% | Q3 2026 | Oct 05, 2026 |
| Congress Park Capital LLC | History | No change | 47,167 | 14,290 | 3.86% | 3.86% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 46,461 | 14,086 | 13.55% | 13.55% | 251 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Baring Financial LLC | History | Added to | 46,144 | 14,057 | 7.51% | 7.46% | 252 | +1,380 | 3.08% | Q3 2026 | Oct 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 46,357 | 14,044 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 45,310 | 13,727 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategent Financial, LLC | History | No change | 45,206 | 13,696 | 7.89% | 7.89% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 45,115 | 13,668 | 1.27% | 1.27% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | Added to | 43,816 | 13,667 | 1.57% | 1.46% | 257 | +3,504 | 8.69% | Q3 2026 | Oct 08, 2026 |
| Warner Group LLC | History | No change | 45,112 | 13,667 | 3.37% | 3.37% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 44,957 | 13,620 | 0.83% | 0.83% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Management Systems Inc. | History | No change | 44,612 | 13,516 | 2.77% | 2.77% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FCG Investment Co | History | No change | 44,142 | 13,373 | 4.62% | 4.62% | 261 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Carter Financial Group, INC. | History | No change | 44,132 | 13,370 | 6.93% | 6.93% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JBR Co Financial Management Inc | History | No change | 43,848 | 13,284 | 4.85% | 4.85% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 43,734 | 13,250 | 0.43% | 0.43% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 43,690 | 13,236 | 3.24% | 3.24% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 46,558 | 13,076 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 46,558 | 13,076 | 0.22% | 0.22% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOWERY THOMAS, LLC | History | No change | 43,021 | 13,028 | 6.36% | 6.36% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trademark Financial Management, LLC | History | No change | 42,876 | 12,990 | 5.32% | 5.32% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evensky & Katz LLC | History | No change | 42,827 | 12,975 | 0.67% | 0.67% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 43,409 | 12,970 | 0.62% | 0.62% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sage Mountain Advisors LLC | History | No change | 42,317 | 12,820 | 0.79% | 0.79% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 42,017 | 12,730 | 0.64% | 0.64% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| bLong Financial, LLC | History | No change | 41,832 | 12,673 | 8.25% | 8.25% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GERBER, LLC | History | No change | 41,810 | 12,667 | 5.96% | 5.96% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 41,422 | 12,549 | 1.81% | 1.81% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41,397 | 12,542 | 0.17% | 0.17% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 41,163 | 12,471 | 0.44% | 0.44% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 41,100 | 12,452 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 40,890 | 12,388 | 0.3% | 0.3% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 40,522 | 12,277 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 40,488 | 12,266 | 0.14% | 0.14% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 40,472 | 12,261 | 0.61% | 0.61% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prota Financial, LLC | History | Added to | 39,914 | 12,196 | 7.79% | 7.44% | 284 | +2,053 | 5.42% | Q3 2026 | Oct 08, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 40,000 | 12,118 | 11.84% | 11.84% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 39,990 | 12,115 | 1.1% | 1.1% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 39,674 | 12,019 | 6.43% | 6.43% | 287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 39,503 | 11,968 | 0.16% | 0.16% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Group Ltd | History | Added to | 38,644 | 11,928 | 2.21% | 2.02% | 289 | +3,843 | 11.04% | Q3 2026 | Oct 07, 2026 |
| Solitude Financial Services | History | No change | 39,361 | 11,925 | 3.3% | 3.3% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 39,217 | 11,881 | 0.26% | 0.26% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARINGS LLC | History | No change | 39,184 | 11,871 | 0.21% | 0.21% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | History | No change | 39,037 | 11,827 | 0.3% | 0.3% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 38,081 | 11,755 | 4.78% | 4.35% | 294 | +761 | 2.04% | Q3 2026 | Oct 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 38,623 | 11,701 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 38,423 | 11,641 | 2.92% | 2.92% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 37,986 | 11,508 | 3.01% | 3.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 37,702 | 11,422 | 0.4% | 0.4% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 37,651 | 11,407 | 0.78% | 0.78% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 37,625 | 11,399 | 0.49% | 0.49% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |