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 | No change | 1,025,573 | 149,999 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 642,574 | 93,981 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 575,480 | 84,175 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 552,944 | 76,527 | 0.58% | 0.59% | 4 | +15,728 | 2.93% | Q3 2026 | Oct 26, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 545,823 | 75,541 | 5.01% | 5.3% | 5 | +438 | 0.08% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 322,875 | 47,223 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 255,166 | 37,320 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 213,037 | 31,158 | 0.4% | 0.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 171,809 | 23,778 | 1.14% | 1.21% | 9 | -904 | -0.52% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 145,721 | 21,312 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 127,415 | 18,635 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 128,109 | 17,730 | 1.14% | 1.24% | 12 | -354 | -0.28% | Q3 2026 | Oct 06, 2026 |
| UBS Group AG | History | No change | 119,152 | 17,427 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | New | 105,679 | 14,963 | 0.67% | — | 14 | +105,679 | New | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 107,003 | 14,809 | 0.02% | 0.02% | 15 | +11,452 | 11.99% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 82,709 | 12,068 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,802 | 11,233 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,595 | 6,587 | 0.21% | 0.23% | 18 | -8 | -0.02% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 41,746 | 6,106 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 43,929 | 6,079 | 4.12% | 4.25% | 20 | -1,257 | -2.78% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,267 | 5,843 | 0.01% | 0.01% | 21 | +2,202 | 5.64% | Q3 2026 | Oct 13, 2026 |
| NWAM LLC | History | No change | 39,343 | 5,754 | 0.29% | 0.29% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 35,265 | 5,157 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 35,138 | 4,863 | 2.78% | 3.03% | 24 | +166 | 0.47% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 32,777 | 4,793 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,677 | 4,486 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 27,964 | 4,090 | 0.16% | 0.16% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,472 | 4,017 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23,286 | 3,222 | 0.12% | 0.13% | 29 | -789 | -3.28% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,115 | 3,199 | 0.05% | 0.05% | 30 | -272 | -1.16% | Q3 2026 | Oct 22, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 20,755 | 3,035 | 1.67% | 1.67% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,208 | 2,935 | 0.01% | 0.01% | 32 | +1,922 | 9.97% | Q3 2026 | Nov 02, 2026 |
| Western Wealth Management, LLC | History | No change | 17,445 | 2,551 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 16,631 | 2,432 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,049 | 2,221 | 0.0% | 0.0% | 35 | -192 | -1.18% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,949 | 2,207 | 0.0% | 0.01% | 36 | +133 | 0.84% | Q3 2026 | Nov 02, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 15,842 | 2,192 | 0.21% | 0.23% | 37 | +667 | 4.4% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,478 | 2,117 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 13,612 | 1,883 | 0.47% | 0.14% | 39 | +9,864 | 263.18% | Q3 2026 | Oct 19, 2026 |
| Klingman & Associates, LLC | History | No change | 12,934 | 1,790 | 0.07% | 0.08% | 40 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Waverly Advisors, LLC | History | No change | 12,201 | 1,784 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,062 | 1,764 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,726 | 1,712 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,308 | 1,653 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,616 | 1,552 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,014 | 1,464 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,848 | 1,440 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,097 | 1,330 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,967 | 1,311 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 8,737 | 1,277 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,104 | 1,039 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 7,034 | 1,028 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prism Advisors, Inc. | History | Reduced | 7,081 | 1,002 | 0.25% | 0.26% | 53 | -182 | -2.51% | Q3 2026 | Oct 09, 2026 |
| HighTower Advisors, LLC | History | No change | 6,435 | 941 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | Reduced | 6,750 | 934 | 0.02% | 0.05% | 55 | -7,509 | -52.66% | Q3 2026 | Oct 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,357 | 929 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Services, LLC | History | No change | 6,223 | 910 | 0.55% | 0.55% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,823 | 851 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 5,906 | 817 | 0.15% | 0.3% | 59 | -5,062 | -46.15% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,463 | 798 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 5,399 | 789 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,698 | 788 | 0.01% | 0.01% | 62 | +16 | 0.28% | Q3 2026 | Oct 13, 2026 |
| Claro Advisors Inc. | History | Added to | 5,608 | 776 | 0.08% | 0.09% | 63 | +3 | 0.05% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,110 | 747 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | No change | 5,069 | 741 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,878 | 713 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,643 | 679 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,407 | 644 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anson Capital, Inc. | History | Reduced | 4,131 | 571 | 0.37% | 0.4% | 69 | -46 | -1.1% | Q3 2026 | Oct 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,896 | 569 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 3,717 | 543 | 0.34% | 0.34% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,775 | 522 | 0.33% | 0.34% | 72 | +10 | 0.27% | Q3 2026 | Oct 27, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 3,508 | 517 | 0.11% | 0.07% | 73 | +1,334 | 61.36% | Q3 2026 | Nov 03, 2026 |
| Investors Research Corp | History | Reduced | 3,609 | 499 | 0.09% | 0.11% | 74 | -490 | -11.95% | Q3 2026 | Oct 07, 2026 |
| Fiera Capital Corp | History | No change | 3,384 | 494 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 3,360 | 491 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,304 | 483 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BAM Wealth Management, LLC | History | Added to | 3,403 | 470 | 0.25% | 0.31% | 78 | +32 | 0.95% | Q3 2026 | Oct 15, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 3,095 | 452 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,080 | 450 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,078 | 450 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,960 | 432 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avestar Capital, LLC | History | No change | 3,022 | 418 | 0.03% | 0.02% | 83 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,849 | 416 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 3,000 | 415 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 2,660 | 368 | 0.11% | 0.12% | 86 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | No change | 2,584 | 357 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,561 | 354 | 0.01% | 0.01% | 88 | +24 | 0.95% | Q3 2026 | Nov 03, 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 | No change | 2,261 | 330 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Insight Wealth Advisors | History | No change | 2,255 | 329 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial River Investments, LLC | History | Reduced | 2,367 | 327 | 0.08% | 0.11% | 92 | -165 | -6.52% | Q3 2026 | Oct 19, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,175 | 301 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 2,009 | 293 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,985 | 290 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | No change | 1,974 | 273 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,961 | 271 | 0.0% | 0.0% | 97 | -125 | -5.99% | Q3 2026 | Nov 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,856 | 271 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,885 | 260 | 0.06% | 0.07% | 99 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,782 | 260 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,846 | 255 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,743 | 254 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,714 | 250 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | New | 1,655 | 240 | 0.0% | — | 104 | +1,655 | New | Q3 2026 | Nov 04, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,701 | 235 | 0.01% | 0.01% | 105 | -518 | -23.34% | Q3 2026 | Oct 20, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,572 | 229 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 1,628 | 225 | 0.14% | 0.15% | 107 | +5 | 0.31% | Q3 2026 | Oct 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 1,608 | 222 | 0.08% | 0.1% | 108 | -273 | -14.51% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,511 | 220 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,486 | 217 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Balboa Wealth Partners | History | No change | 1,541 | 213 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,453 | 212 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,451 | 212 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Simplicity Wealth,LLC | History | No change | 1,492 | 206 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BROWN ADVISORY INC | History | No change | 1,391 | 203 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,394 | 203 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,189 | 164 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Tidemark, LLC | History | No change | 887 | 129 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 881 | 128 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 921 | 127 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 747 | 109 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 747 | 109 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| First Command Advisory Services, Inc. | History | No change | 648 | 94 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 525 | 76 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 410 | 59 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 352 | 51 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 337 | 49 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copia Wealth Management | History | No change | 299 | 43 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 294 | 40 | 0.0% | 0.0% | 129 | -197 | -40.12% | Q3 2026 | Oct 08, 2026 |
| Heritage Family Offices, LLP | History | New | 193 | 26 | 0.01% | — | 131 | +193 | New | Q3 2026 | Nov 02, 2026 |
| Financial Life Planners | History | No change | 178 | 26 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 182 | 25 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Key FInancial Inc | History | No change | 168 | 23 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RMG Wealth Management LLC | History | New | 154 | 22 | 0.0% | — | 134 | +154 | New | Q3 2026 | Oct 26, 2026 |
| Caldwell Trust Co | History | New | 152 | 21 | 0.0% | — | 136 | +152 | New | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 156 | 21 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Planning Strategies Inc. | History | No change | 92 | 12 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Spire Wealth Management | History | Reduced | 85 | 11 | 0.0% | 0.0% | 138 | -1 | -1.16% | Q3 2026 | Oct 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 64 | 9 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 60 | 8 | 0.0% | — | 140 | +60 | New | Q3 2026 | Oct 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 48 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 36 | 4 | 0.0% | — | 142 | +36 | New | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | No change | 25 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Richardson Capital Management LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,151 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Seros Financial, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,391 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -900 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -566 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |