INVESCO EXCHANGE-TRADED FUND TRUST - RPV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,602,489 | 182,395 | 0.01% | 0.01% | 1 | -169,542 | -9.57% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,198,756 | 136,442 | 0.01% | 0.01% | 2 | -27,203 | -2.22% | Q2 2026 | Aug 14, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 366,841 | 41,753 | 6.22% | 6.51% | 3 | -3,172 | -0.86% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Reduced | 286,540 | 32,613 | 0.0% | 0.0% | 4 | -1,059 | -0.37% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 270,732 | 30,814 | 0.01% | 0.01% | 5 | +3,334 | 1.25% | Q2 2026 | Aug 07, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 207,356 | 23,601 | 8.1% | 8.42% | 6 | +11,662 | 5.96% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 153,806 | 17,506 | 0.0% | 0.0% | 7 | +151,557 | 6738.86% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 144,782 | 16,479 | 0.04% | 0.04% | 8 | +10,897 | 8.14% | Q2 2026 | Jul 27, 2026 |
| Mount Lucas Management LP | History | Reduced | 139,712 | 15,902 | 5.67% | 11.05% | 9 | -139,000 | -49.87% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | Added to | 130,834 | 14,891 | 0.12% | 0.05% | 10 | +94,712 | 262.2% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 130,487 | 14,852 | 0.02% | 0.02% | 11 | -3,265 | -2.44% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 118,305 | 13,465 | 0.01% | 0.01% | 12 | -1,718 | -1.43% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | Reduced | 117,731 | 13,400 | 0.0% | 0.0% | 13 | -7,692 | -6.13% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,793 | 12,915 | 0.02% | 0.02% | 14 | -541 | -0.49% | Q2 2026 | Jul 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 106,190 | 12,086 | 2.77% | 2.87% | 15 | +733 | 0.7% | Q2 2026 | Jul 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 92,363 | 10,512 | 0.0% | 0.0% | 16 | -23,443 | -20.24% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 91,538 | 10,418 | 0.0% | 0.0% | 17 | -22,494 | -19.73% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 88,327 | 10,053 | 0.0% | 0.0% | 18 | -1,371 | -1.53% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,153 | 8,667 | 0.0% | 0.0% | 19 | +5,506 | 7.79% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 72,134 | 8,210 | 0.0% | 0.0% | 20 | +6,134 | 9.29% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 65,771 | 7,486 | 0.11% | 0.11% | 21 | +2,106 | 3.31% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | New | 60,531 | 6,889 | 0.08% | — | 22 | +60,531 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,457 | 6,653 | 0.01% | 0.01% | 23 | -14 | -0.02% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 55,378 | 6,303 | 0.24% | 0.33% | 24 | -3,956 | -6.67% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 55,028 | 6,263 | 0.01% | 0.01% | 25 | +5,469 | 11.04% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 52,878 | 6,018 | 0.02% | 0.02% | 26 | +8,766 | 19.87% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 49,597 | 5,645 | 0.0% | 0.0% | 27 | +12,458 | 33.54% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 47,339 | 5,388 | 0.17% | 0.19% | 28 | +138 | 0.29% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,487 | 5,177 | 0.0% | 0.0% | 29 | +40,387 | 791.9% | Q2 2026 | Aug 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 45,079 | 5,130 | 1.73% | 1.86% | 30 | +1,126 | 2.56% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 47,271 | 5,076 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 42,590 | 4,894 | 0.0% | 0.0% | 32 | +5,417 | 14.57% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 42,761 | 4,867 | 0.0% | 0.01% | 33 | -3,473 | -7.51% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 40,945 | 4,660 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 39,542 | 4,500 | 0.03% | 0.03% | 35 | +1,492 | 3.92% | Q2 2026 | Sep 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 37,844 | 4,307 | 0.13% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 37,200 | 4,234 | 0.0% | — | 37 | +37,200 | New | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 35,266 | 4,013 | 0.0% | — | 38 | +35,266 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,188 | 3,777 | 0.01% | 0.01% | 39 | -396 | -1.18% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 33,103 | 3,767 | 0.16% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WP Advisors, LLC | History | Reduced | 32,870 | 3,741 | 0.91% | 1.03% | 41 | -4,149 | -11.21% | Q2 2026 | Jul 29, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 31,699 | 3,607 | 0.87% | 0.98% | 42 | -875 | -2.69% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 25,783 | 2,934 | 0.0% | 0.0% | 43 | -27 | -0.1% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 24,084 | 2,741 | 0.0% | 0.0% | 44 | +195 | 0.82% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22,991 | 2,616 | 0.06% | — | 45 | +22,991 | New | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 22,479 | 2,559 | 0.11% | — | 46 | +22,479 | New | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 21,405 | 2,436 | 0.04% | 0.06% | 47 | -1,270 | -5.6% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 21,315 | 2,426 | 0.15% | 0.17% | 48 | -77 | -0.36% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | Added to | 21,119 | 2,403 | 0.0% | 0.0% | 49 | +170 | 0.81% | Q2 2026 | Aug 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 20,741 | 2,360 | 0.64% | — | 50 | +20,741 | New | Q2 2026 | Jul 23, 2026 |
| Oxinas Partners, LLC | History | Reduced | 20,682 | 2,354 | 0.93% | 1.04% | 51 | -482 | -2.28% | Q2 2026 | Jul 14, 2026 |
| Breakwater Capital Group | History | Reduced | 18,004 | 2,049 | 0.25% | 0.27% | 52 | -448 | -2.43% | Q2 2026 | Jul 08, 2026 |
| HRT FINANCIAL LP | History | New | 17,611 | 2,004 | 0.0% | — | 53 | +17,611 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,104 | 1,946 | 0.01% | 0.01% | 54 | +3,907 | 29.61% | Q2 2026 | Jul 27, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 16,795 | 1,911 | 0.18% | 0.21% | 55 | +98 | 0.59% | Q2 2026 | Aug 04, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 16,403 | 1,866 | 1.29% | 1.17% | 56 | +2,237 | 15.79% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,014 | 1,822 | 0.0% | 0.0% | 57 | -25 | -0.16% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,946 | 1,814 | 0.0% | 0.0% | 58 | +8,763 | 122.0% | Q2 2026 | Aug 13, 2026 |
| RMR Capital Management, LLC | History | Added to | 15,388 | 1,751 | 1.21% | 1.11% | 59 | +1,071 | 7.48% | Q2 2026 | Jul 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 15,170 | 1,726 | 0.13% | 0.14% | 60 | -216 | -1.4% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 14,852 | 1,690 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 13,995 | 1,592 | 0.07% | 0.09% | 62 | -580 | -3.98% | Q2 2026 | Aug 04, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 13,599 | 1,547 | 0.46% | 0.36% | 63 | +75 | 0.55% | Q2 2026 | Jul 27, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 13,337 | 1,522 | 0.71% | 0.63% | 64 | +623 | 4.9% | Q2 2026 | Jul 07, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 13,257 | 1,508 | 0.18% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | Added to | 13,055 | 1,485 | 0.68% | 0.45% | 66 | +5,760 | 78.96% | Q2 2026 | Jul 15, 2026 |
| Wealth Care LLC | History | Added to | 12,529 | 1,426 | 1.15% | 1.19% | 67 | +41 | 0.33% | Q2 2026 | Jul 15, 2026 |
| Strategic Advocates LLC | History | Added to | 12,445 | 1,416 | 5.48% | 5.77% | 68 | +293 | 2.41% | Q2 2026 | Aug 13, 2026 |
| Horizon Family Wealth, Inc. | History | New | 12,148 | 1,382 | 0.63% | — | 69 | +12,148 | New | Q2 2026 | Aug 11, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 12,122 | 1,379 | 1.17% | 2.56% | 70 | -11,760 | -49.24% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,057 | 1,372 | 0.0% | 0.0% | 71 | +32 | 0.27% | Q2 2026 | Aug 05, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,947 | 1,359 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOM Asset Management Ltd | History | Reduced | 11,535 | 1,312 | 0.34% | 0.8% | 73 | -14,475 | -55.65% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Reduced | 11,400 | 1,297 | 0.0% | 0.0% | 74 | -506 | -4.25% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | Reduced | 10,657 | 1,212 | 1.09% | 1.14% | 75 | -205 | -1.89% | Q2 2026 | Aug 13, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 10,441 | 1,188 | 0.24% | 0.25% | 76 | -156 | -1.47% | Q2 2026 | Aug 07, 2026 |
| Well Done, LLC | History | Reduced | 10,377 | 1,181 | 0.16% | 0.16% | 77 | -88 | -0.84% | Q2 2026 | Jul 24, 2026 |
| Vise Technologies, Inc. | History | New | 9,799 | 1,115 | 0.01% | — | 78 | +9,799 | New | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 9,324 | 1,061 | 0.13% | 0.13% | 79 | -428 | -4.39% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | New | 9,298 | 1,058 | 0.01% | — | 80 | +9,298 | New | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 8,898 | 1,054 | 0.0% | 0.0% | 81 | -1,038 | -10.45% | Q2 2026 | Aug 14, 2026 |
| Lansing Street Advisors | History | Added to | 9,022 | 1,026 | 0.22% | 0.24% | 82 | +49 | 0.55% | Q2 2026 | Jul 24, 2026 |
| Everest Financial Group LLC | History | Added to | 8,812 | 1,002 | 0.14% | 0.13% | 83 | +1,351 | 18.11% | Q2 2026 | Aug 10, 2026 |
| Activest Wealth Management | History | Reduced | 8,688 | 988 | 0.19% | 0.27% | 84 | -5,836 | -40.18% | Q2 2026 | Jul 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 8,490 | 966 | 0.05% | 0.06% | 85 | -47 | -0.55% | Q2 2026 | Aug 06, 2026 |
| Global View Capital Management LLC | History | Reduced | 8,480 | 965 | 0.2% | 1.39% | 86 | -40,421 | -82.66% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,394 | 955 | 0.03% | 0.02% | 87 | +173 | 2.1% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,361 | 951 | 0.06% | 0.11% | 88 | -17,502 | -67.67% | Q2 2026 | Aug 04, 2026 |
| VestGen Investment Management | History | Added to | 8,170 | 929 | 0.49% | 0.42% | 89 | +1,072 | 15.1% | Q2 2026 | Jul 31, 2026 |
| Plan Group Financial, LLC | History | Reduced | 7,902 | 899 | 0.19% | 0.21% | 90 | -504 | -6.0% | Q2 2026 | Aug 03, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 7,293 | 830 | 0.1% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 7,256 | 825 | 0.07% | 0.08% | 92 | -282 | -3.74% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,194 | 818 | 0.26% | 0.29% | 93 | -150 | -2.04% | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | New | 7,092 | 807 | 0.0% | — | 94 | +7,092 | New | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 7,067 | 804 | 0.0% | 0.0% | 95 | +1,831 | 34.97% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 7,043 | 801 | 0.01% | 0.01% | 96 | +3,500 | 98.79% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,000 | 796 | 0.0% | 0.0% | 97 | +6 | 0.09% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 6,695 | 762 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,662 | 758 | 0.04% | 0.04% | 99 | +93 | 1.42% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 6,636 | 755 | 0.0% | 0.0% | 100 | -428 | -6.06% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,610 | 752 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 6,556 | 746 | 0.02% | 0.04% | 102 | -1,185 | -15.31% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,442 | 733 | 0.03% | 0.03% | 103 | -175 | -2.64% | Q2 2026 | Jul 22, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 6,327 | 727 | 0.56% | 0.52% | 104 | +581 | 10.11% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | Added to | 6,219 | 707 | 0.0% | 0.0% | 105 | +775 | 14.24% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,134 | 698 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 5,892 | 677 | 0.45% | 0.27% | 107 | +2,247 | 61.65% | Q2 2026 | Jul 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 5,934 | 675 | 0.0% | 0.0% | 109 | -3,257 | -35.44% | Q2 2026 | Aug 27, 2026 |
| Paragon Capital Management Ltd | History | Added to | 5,937 | 675 | 0.13% | 0.07% | 108 | +2,751 | 86.35% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,858 | 666 | 0.0% | 0.01% | 110 | -3,440 | -37.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | New | 5,780 | 657 | 0.01% | — | 111 | +5,780 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,730 | 652 | 0.0% | — | 112 | +5,730 | New | Q2 2026 | Aug 05, 2026 |
| Apollon Financial, LLC | History | Added to | 5,627 | 640 | 0.08% | 0.08% | 113 | +153 | 2.8% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,524 | 636 | 0.0% | 0.0% | 114 | +213 | 4.01% | Q2 2026 | Aug 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 5,567 | 633 | 0.34% | 0.4% | 115 | -86 | -1.52% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,554 | 632 | 0.0% | — | 116 | +5,554 | New | Q2 2026 | Aug 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 5,389 | 623 | 0.89% | 0.82% | 117 | -56,357 | -91.27% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,432 | 618 | 0.16% | 0.17% | 118 | -9 | -0.17% | Q2 2026 | Jul 28, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,156 | 586 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 5,124 | 583 | 0.0% | 0.0% | 120 | +30 | 0.59% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Reduced | 4,860 | 553 | 0.0% | 0.16% | 121 | -704,052 | -99.31% | Q2 2026 | Jul 30, 2026 |
| Concord Wealth Partners | History | Reduced | 4,815 | 548 | 0.06% | 0.07% | 122 | -202 | -4.03% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,811 | 547 | 0.01% | 0.01% | 123 | +2 | 0.04% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,801 | 546 | 0.01% | 0.01% | 124 | -186 | -3.73% | Q2 2026 | Aug 11, 2026 |
| Midwest Financial Network, LLC | History | Added to | 4,775 | 543 | 0.37% | 0.31% | 125 | +1,198 | 33.49% | Q2 2026 | Jul 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 4,715 | 536 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,626 | 526 | 0.03% | 0.02% | 127 | +800 | 20.91% | Q2 2026 | Aug 14, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 4,388 | 499 | 0.3% | — | 128 | +4,388 | New | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | New | 4,256 | 491 | 0.0% | — | 129 | +4,256 | New | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,311 | 490 | 0.0% | — | 130 | +4,311 | New | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,241 | 482 | 0.0% | 0.0% | 131 | +136 | 3.31% | Q2 2026 | Jul 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,188 | 476 | 0.04% | — | 132 | +4,188 | New | Q2 2026 | Aug 14, 2026 |
| ACR Alpine Capital Research, LLC | History | New | 4,173 | 474 | 0.01% | — | 133 | +4,173 | New | Q2 2026 | Jul 29, 2026 |
| Santori & Peters, Inc. | History | Added to | 4,143 | 471 | 0.13% | 0.14% | 134 | +7 | 0.17% | Q2 2026 | Jul 24, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 4,382 | 470 | 0.29% | 0.29% | 135 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4,079 | 464 | 0.03% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berger Financial Group, Inc | History | Added to | 3,956 | 450 | 0.02% | 0.02% | 137 | +3 | 0.08% | Q2 2026 | Aug 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 4,078 | 437 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 3,780 | 430 | 0.18% | — | 139 | +3,780 | New | Q2 2026 | Jul 30, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 3,664 | 417 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 3,664 | 416 | 0.08% | 0.08% | 141 | +23 | 0.63% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,607 | 410 | 0.0% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | Reduced | 3,575 | 406 | 0.0% | 0.01% | 143 | -2,482 | -40.98% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,392 | 386 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 3,384 | 385 | 0.01% | — | 145 | +3,384 | New | Q2 2026 | Jul 21, 2026 |
| Planned Solutions, Inc. | History | Reduced | 3,314 | 377 | 0.11% | 0.12% | 146 | -45 | -1.34% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,277 | 372 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 3,204 | 364 | 0.15% | 0.17% | 148 | +19 | 0.6% | Q2 2026 | Jul 28, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 3,031 | 344 | 0.19% | 0.25% | 149 | -62 | -2.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 2,988 | 340 | 0.0% | 0.0% | 150 | -1 | -0.03% | Q2 2026 | Aug 06, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 2,764 | 314 | 0.15% | 0.16% | 151 | -79 | -2.78% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,750 | 313 | 0.0% | 0.0% | 152 | -2 | -0.07% | Q2 2026 | Aug 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,729 | 310 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 2,659 | 302 | 0.0% | 0.0% | 154 | -4 | -0.15% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | New | 2,593 | 295 | 0.0% | — | 155 | +2,593 | New | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | Reduced | 2,572 | 292 | 0.02% | 0.03% | 156 | -719 | -21.85% | Q2 2026 | Jul 07, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 2,500 | 284 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,500 | 284 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,473 | 281 | 0.03% | 0.03% | 159 | +15 | 0.61% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | No change | 2,420 | 275 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,373 | 270 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 2,275 | 258 | 0.01% | — | 162 | +2,275 | New | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 2,241 | 255 | 0.06% | 0.06% | 163 | +5 | 0.22% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,230 | 253 | 0.0% | 0.0% | 164 | -5 | -0.22% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,143 | 243 | 0.0% | 0.0% | 165 | +1,522 | 245.09% | Q2 2026 | Jul 20, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,077 | 236 | 0.12% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 2,068 | 235 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| S.A. Mason LLC | History | Added to | 2,055 | 233 | 0.07% | 0.05% | 168 | +700 | 51.66% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | Added to | 2,041 | 232 | 0.0% | 0.0% | 169 | +1,675 | 457.65% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,019 | 229 | 0.0% | 0.01% | 170 | -68 | -3.26% | Q2 2026 | Jul 15, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 2,013 | 229 | 0.09% | 0.1% | 171 | +3 | 0.15% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 2,003 | 228 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,000 | 227 | 0.0% | — | 173 | +2,000 | New | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 1,900 | 226 | 0.0% | — | 175 | +1,900 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,900 | 226 | 0.0% | 0.0% | 174 | -45 | -2.31% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,947 | 221 | 0.0% | 0.0% | 176 | +10 | 0.52% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,905 | 216 | 0.0% | — | 177 | +1,905 | New | Q2 2026 | Jul 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,852 | 210 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 1,837 | 209 | 0.0% | — | 179 | +1,837 | New | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 1,835 | 208 | 0.01% | — | 180 | +1,835 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 1,809 | 205 | 0.05% | — | 181 | +1,809 | New | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 1,780 | 202 | 0.09% | — | 182 | +1,780 | New | Q2 2026 | Aug 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 1,766 | 201 | 0.03% | — | 183 | +1,766 | New | Q2 2026 | Jul 17, 2026 |
| Concord Asset Management, LLC/VA | History | New | 1,760 | 200 | 0.03% | — | 184 | +1,760 | New | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,490 | 169 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,473 | 167 | 0.09% | 0.11% | 186 | +8 | 0.55% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,355 | 154 | 0.0% | 0.0% | 187 | +80 | 6.27% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,328 | 151 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,183 | 134 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,083 | 123 | 0.0% | 0.0% | 190 | +331 | 44.02% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,018 | 115 | 0.0% | 0.0% | 191 | -28 | -2.68% | Q2 2026 | Aug 03, 2026 |
| VIMA LLC | History | New | 1,004 | 114 | 0.11% | — | 192 | +1,004 | New | Q2 2026 | Jul 24, 2026 |
| SYM FINANCIAL Corp | History | Added to | 955 | 108 | 0.01% | 0.01% | 193 | +22 | 2.36% | Q2 2026 | Aug 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 925 | 105 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 867 | 99 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | New | 759 | 86 | 0.0% | — | 196 | +759 | New | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 740 | 84 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 770 | 82 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | New | 695 | 79 | 0.0% | — | 199 | +695 | New | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 657 | 74 | 0.0% | — | 200 | +657 | New | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 642 | 73 | 0.01% | — | 201 | +642 | New | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 626 | 71 | 0.01% | 0.01% | 202 | -20 | -3.1% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 540 | 61 | 0.01% | 0.02% | 203 | -355 | -39.66% | Q2 2026 | Jul 29, 2026 |
| Birch Capital Management, LLC | History | Reduced | 438 | 49 | 0.02% | 0.05% | 204 | -529 | -54.71% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 401 | 45 | 0.0% | 0.0% | 205 | +30 | 8.09% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | Reduced | 390 | 44 | 0.0% | 0.0% | 206 | -20 | -4.88% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 328 | 37 | 0.0% | — | 207 | +328 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 34 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 290 | 33 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MTM Investment Management, LLC | History | No change | 275 | 31 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crews Bank & Trust | History | No change | 250 | 28 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 241 | 27 | 0.0% | 0.0% | 212 | +1 | 0.42% | Q2 2026 | Jul 29, 2026 |
| Community Bank, N.A. | History | No change | 231 | 26 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 213 | 25 | 0.0% | — | 215 | +213 | New | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 225 | 25 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 213 | 24 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 195 | 23 | 0.0% | 0.0% | 217 | -1 | -0.51% | Q2 2026 | Jul 29, 2026 |
| TD Capital Management LLC | History | No change | 192 | 21 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 161 | 18 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 159 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 155 | 17 | 0.01% | — | 223 | +155 | New | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | Added to | 155 | 17 | 0.0% | 0.0% | 222 | +20 | 14.81% | Q2 2026 | Aug 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 155 | 17 | 0.0% | 0.0% | 221 | +1 | 0.65% | Q2 2026 | Jul 02, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 146 | 16 | 0.0% | 0.0% | 224 | +1 | 0.69% | Q2 2026 | Aug 04, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 143 | 15 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 123 | 14 | 0.0% | — | 226 | +123 | New | Q2 2026 | Jul 23, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 13 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 118 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 106 | 12 | 0.0% | 0.0% | 229 | -91 | -46.19% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glassman Wealth Services | History | No change | 101 | 11 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 95 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 83 | 9 | 0.0% | 0.0% | 233 | -65 | -43.92% | Q2 2026 | Jul 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 76 | 8 | 0.0% | 0.0% | 234 | +1 | 1.33% | Q2 2026 | Jul 14, 2026 |
| Richardson Capital Management LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 53 | 6 | 0.0% | — | 237 | +53 | New | Q2 2026 | Aug 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 55 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LifeSteps Financial, Inc. | History | New | 51 | 5 | 0.0% | — | 241 | +51 | New | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 48 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paladin Advisory Group, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.05% | — | -943,183 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.96% | — | -96,219 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.05% | — | -43,306 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -29,579 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -18,707 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -15,772 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -15,650 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 0.25% | — | -12,807 | -100.0% | Q2 2026 | Aug 03, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,715 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 1.51% | — | -11,420 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,376 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,681 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,885 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,932 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,384 | -100.0% | Q2 2026 | Jul 22, 2026 |
| WAYSTONE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -3,344 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,245 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,526 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,267 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,164 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -336 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Gleason Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -30 | -96.77% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Addison Advisors LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |