Invesco Exchange-Traded Fund Trust II - RWK
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 | Added to | 1,025,573 | 149,999 | 0.01% | 0.01% | 1 | +64,150 | 6.67% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 642,574 | 93,981 | 0.02% | 0.02% | 2 | +17,084 | 2.73% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 575,480 | 84,175 | 0.02% | 0.02% | 3 | -14,286 | -2.42% | Q2 2026 | Aug 14, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 545,385 | 79,767 | 5.3% | 5.28% | 4 | -6,099 | -1.11% | Q2 2026 | Aug 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 537,216 | 78,572 | 0.59% | 0.58% | 5 | +1,777 | 0.33% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 322,875 | 47,223 | 0.0% | 0.0% | 6 | -3,268 | -1.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 255,166 | 37,320 | 0.01% | 0.01% | 7 | -9,383 | -3.55% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 213,037 | 31,158 | 0.4% | 0.41% | 8 | +7,614 | 3.71% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 172,713 | 25,260 | 1.21% | 1.15% | 9 | +1,783 | 1.04% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 145,721 | 21,312 | 0.01% | 0.01% | 10 | +4,315 | 3.05% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Added to | 128,463 | 18,788 | 1.24% | 1.17% | 11 | +10,876 | 9.25% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 127,415 | 18,635 | 0.01% | 0.01% | 12 | +4,987 | 4.07% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 119,152 | 17,427 | 0.0% | 0.0% | 13 | -7,475 | -5.9% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 95,551 | 13,975 | 0.02% | 0.02% | 14 | +7,609 | 8.65% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 82,709 | 12,068 | 0.0% | 0.0% | 15 | +15,082 | 22.3% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 76,802 | 11,233 | 0.01% | 0.01% | 16 | +1,853 | 2.47% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,603 | 6,962 | 0.23% | 0.19% | 17 | -260 | -0.54% | Q2 2026 | Jul 24, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 45,186 | 6,608 | 4.25% | 4.14% | 18 | -973 | -2.11% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 41,746 | 6,106 | 0.0% | 0.0% | 19 | -5,635 | -11.89% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | Reduced | 39,343 | 5,754 | 0.29% | 0.29% | 20 | -447 | -1.12% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,065 | 5,724 | 0.01% | 0.01% | 21 | +1,465 | 3.9% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,265 | 5,157 | 0.02% | 0.02% | 22 | -870 | -2.41% | Q2 2026 | Jul 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 34,972 | 5,114 | 3.03% | 2.85% | 23 | +1,005 | 2.96% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Added to | 32,777 | 4,793 | 0.0% | 0.0% | 24 | +2,640 | 8.76% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 36,724 | 4,710 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 30,677 | 4,486 | 0.0% | 0.0% | 26 | +684 | 2.28% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 27,964 | 4,090 | 0.16% | 0.15% | 27 | +815 | 3.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,472 | 4,017 | 0.02% | 0.02% | 28 | -172 | -0.62% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 24,075 | 3,521 | 0.13% | 0.13% | 29 | -708 | -2.86% | Q2 2026 | Jul 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,387 | 3,420 | 0.05% | 0.06% | 30 | -1,303 | -5.28% | Q2 2026 | Aug 07, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 20,755 | 3,035 | 1.67% | 1.74% | 31 | -195 | -0.93% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,286 | 2,820 | 0.01% | 0.01% | 32 | -3,774 | -16.37% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,445 | 2,551 | 0.08% | 0.08% | 33 | +56 | 0.32% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,631 | 2,432 | 0.05% | 0.05% | 34 | -1,380 | -7.66% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,241 | 2,375 | 0.0% | 0.0% | 35 | +195 | 1.22% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,816 | 2,313 | 0.01% | 0.01% | 36 | -887 | -5.31% | Q2 2026 | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 15,175 | 2,219 | 0.23% | 0.2% | 37 | -12,575 | -45.32% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,478 | 2,117 | 0.0% | 0.0% | 38 | +41 | 0.28% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 14,259 | 2,085 | 0.05% | 0.05% | 39 | -933 | -6.14% | Q2 2026 | Aug 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 12,934 | 1,891 | 0.08% | 0.08% | 40 | -20 | -0.15% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 12,201 | 1,784 | 0.01% | 0.01% | 41 | -126 | -1.02% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,062 | 1,764 | 0.0% | 0.0% | 42 | +3,550 | 41.71% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,726 | 1,712 | 0.0% | 0.0% | 43 | +213 | 1.85% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,308 | 1,653 | 0.08% | 0.1% | 44 | -1,350 | -10.67% | Q2 2026 | Aug 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 10,968 | 1,603 | 0.3% | 0.32% | 45 | -17 | -0.15% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,616 | 1,552 | 0.01% | 0.01% | 46 | +1,986 | 23.01% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,014 | 1,464 | 0.0% | 0.0% | 47 | +647 | 6.91% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,848 | 1,440 | 0.01% | 0.01% | 48 | -428 | -4.17% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,097 | 1,330 | 0.03% | 0.03% | 49 | -12 | -0.13% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,967 | 1,311 | 0.0% | 0.0% | 50 | +437 | 5.12% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,737 | 1,277 | 0.02% | 0.03% | 51 | -1,229 | -12.33% | Q2 2026 | Aug 14, 2026 |
| Prism Advisors, Inc. | History | Reduced | 7,263 | 1,062 | 0.26% | 0.25% | 52 | -61 | -0.83% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,104 | 1,039 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | Added to | 7,034 | 1,028 | 0.15% | 0.14% | 54 | +1 | 0.01% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 6,435 | 941 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,357 | 929 | 0.06% | 0.05% | 56 | +670 | 11.78% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Services, LLC | History | Added to | 6,223 | 910 | 0.55% | 0.14% | 57 | +4,613 | 286.52% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,823 | 851 | 0.0% | 0.0% | 58 | +1,124 | 23.92% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,682 | 831 | 0.01% | 0.01% | 59 | +11 | 0.19% | Q2 2026 | Jul 14, 2026 |
| Claro Advisors Inc. | History | Reduced | 5,605 | 819 | 0.09% | 0.11% | 60 | -1,552 | -21.69% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,463 | 798 | 0.01% | 0.01% | 61 | +26 | 0.48% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,399 | 789 | 0.01% | 0.01% | 62 | +97 | 1.83% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 5,110 | 747 | 0.01% | 0.02% | 63 | +118 | 2.36% | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 5,069 | 741 | 0.05% | 0.05% | 64 | +11 | 0.22% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,878 | 713 | 0.0% | 0.0% | 65 | -1,439 | -22.78% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,643 | 679 | 0.0% | 0.0% | 66 | -895 | -16.16% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,407 | 644 | 0.0% | 0.0% | 67 | -337 | -7.1% | Q2 2026 | Aug 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,177 | 610 | 0.4% | 0.44% | 68 | -810 | -16.24% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | Reduced | 4,099 | 599 | 0.11% | 0.19% | 69 | -21,055 | -83.7% | Q2 2026 | Jul 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,896 | 569 | 0.0% | 0.0% | 70 | +9 | 0.23% | Q2 2026 | Aug 11, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,765 | 550 | 0.34% | 0.36% | 71 | +8 | 0.21% | Q2 2026 | Jul 07, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 3,748 | 548 | 0.14% | 0.16% | 72 | -331 | -8.11% | Q2 2026 | Jul 20, 2026 |
| Collaborative Capital Advisors LLC | History | New | 3,717 | 543 | 0.34% | — | 73 | +3,717 | New | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 3,384 | 494 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAM Wealth Management, LLC | History | Added to | 3,371 | 493 | 0.31% | 0.32% | 75 | +32 | 0.96% | Q2 2026 | Jul 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,360 | 491 | 0.01% | 0.04% | 76 | -5,357 | -61.45% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,304 | 483 | 0.01% | 0.0% | 77 | +469 | 16.54% | Q2 2026 | Aug 18, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 3,095 | 452 | 0.06% | — | 78 | +3,095 | New | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,078 | 450 | 0.01% | 0.01% | 80 | +165 | 5.66% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 3,080 | 450 | 0.02% | 0.02% | 79 | +131 | 4.44% | Q2 2026 | Jul 23, 2026 |
| Avestar Capital, LLC | History | No change | 3,022 | 441 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisor OS, LLC | History | No change | 3,000 | 438 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,960 | 432 | 0.0% | 0.0% | 83 | -764 | -20.52% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,849 | 416 | 0.0% | 0.0% | 84 | -93 | -3.16% | Q2 2026 | Aug 05, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 2,660 | 389 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| IFP Advisors, Inc | History | No change | 2,584 | 377 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUB Investment Partners, LLC | History | New | 2,537 | 371 | 0.01% | — | 87 | +2,537 | New | Q2 2026 | Jul 31, 2026 |
| Colonial River Investments, LLC | History | Reduced | 2,532 | 370 | 0.11% | 0.13% | 88 | -232 | -8.39% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,418 | 353 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 2,261 | 330 | 0.0% | 0.0% | 90 | -293 | -11.47% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | Reduced | 2,255 | 329 | 0.1% | 0.11% | 91 | -93 | -3.96% | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,219 | 324 | 0.01% | 0.02% | 92 | -42 | -1.86% | Q2 2026 | Aug 11, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 2,174 | 323 | 0.07% | — | 93 | +2,174 | New | Q2 2026 | Jul 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,175 | 318 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,151 | 314 | 0.01% | 0.01% | 95 | -355 | -14.17% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,086 | 305 | 0.0% | 0.0% | 96 | -65 | -3.02% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,009 | 293 | 0.0% | 0.0% | 97 | -38 | -1.86% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,985 | 290 | 0.0% | 0.0% | 98 | -335 | -14.44% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | No change | 1,974 | 288 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,881 | 275 | 0.1% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,885 | 275 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,856 | 271 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,846 | 270 | 0.01% | 0.01% | 103 | -40 | -2.12% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,782 | 260 | 0.01% | 0.0% | 104 | +147 | 8.99% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,743 | 254 | 0.0% | — | 105 | +1,743 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 1,714 | 250 | 0.0% | 0.0% | 106 | +13 | 0.76% | Q2 2026 | Aug 11, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 1,623 | 237 | 0.15% | — | 107 | +1,623 | New | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,572 | 229 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | New | 1,541 | 225 | 0.03% | — | 109 | +1,541 | New | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,511 | 220 | 0.0% | 0.0% | 110 | -1,503 | -49.87% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | New | 1,492 | 218 | 0.01% | — | 111 | +1,492 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,486 | 217 | 0.0% | — | 112 | +1,486 | New | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 1,451 | 212 | 0.0% | — | 114 | +1,451 | New | Q2 2026 | Aug 18, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,453 | 212 | 0.01% | 0.02% | 113 | -609 | -29.53% | Q2 2026 | Aug 11, 2026 |
| Seros Financial, LLC | History | Reduced | 1,391 | 203 | 0.11% | 0.29% | 115 | -2,152 | -60.74% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | New | 1,394 | 203 | 0.0% | — | 117 | +1,394 | New | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | New | 1,391 | 203 | 0.0% | — | 116 | +1,391 | New | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,189 | 173 | 0.01% | 0.01% | 118 | +172 | 16.91% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF VERMONT | History | New | 921 | 134 | 0.0% | — | 119 | +921 | New | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 900 | 131 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | Added to | 887 | 129 | 0.03% | 0.03% | 121 | +11 | 1.26% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 881 | 128 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 861 | 110 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 648 | 94 | 0.0% | 0.0% | 124 | -482 | -42.65% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 566 | 82 | 0.0% | 0.0% | 125 | -409 | -41.95% | Q2 2026 | Aug 03, 2026 |
| Institute for Wealth Management, LLC. | History | New | 525 | 76 | 0.01% | — | 126 | +525 | New | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 491 | 71 | 0.0% | 0.0% | 127 | -43 | -8.05% | Q2 2026 | Jul 17, 2026 |
| HM PAYSON & CO | History | No change | 410 | 59 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 352 | 51 | 0.01% | — | 129 | +352 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 337 | 49 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copia Wealth Management | History | No change | 299 | 43 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 184 | 27 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Life Planners | History | Added to | 178 | 26 | 0.02% | 0.02% | 134 | +1 | 0.56% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 182 | 26 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 168 | 24 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 156 | 22 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Planning Strategies Inc. | History | New | 92 | 13 | 0.01% | — | 137 | +92 | New | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 86 | 12 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 64 | 9 | 0.0% | 0.0% | 139 | -206 | -76.3% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ADVISERS INC | History | No change | 48 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 25 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richardson Capital Management LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,289 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -3,406 | -100.0% | Q2 2026 | Aug 12, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.02% | — | -290 | -100.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q2 2026 | Jul 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -15 | -88.24% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 20, 2026 |