Invesco Exchange-Traded Fund Trust II - RWL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 10,557,671 | 1,348,848 | 0.11% | 0.18% | 1 | +73,543 | 0.7% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 6,638,080 | 848,081 | 0.19% | 0.2% | 2 | +39,974 | 0.61% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,724,055 | 475,787 | 0.1% | 0.11% | 3 | -227,374 | -5.75% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,340,730 | 426,811 | 0.02% | 0.02% | 4 | +51,685 | 1.57% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,261,592 | 288,940 | 0.02% | 0.02% | 5 | +66,655 | 3.04% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,154,797 | 275,296 | 2.06% | 2.1% | 6 | -5,865 | -0.27% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,740,482 | 222,363 | 0.04% | 0.04% | 7 | +49,795 | 2.95% | Q2 2026 | Aug 06, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 1,666,476 | 212,908 | 14.15% | 14.39% | 8 | -10,598 | -0.63% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,231,922 | 157,464 | 0.06% | 0.05% | 9 | +243,378 | 24.62% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,195,593 | 152,749 | 0.14% | 0.13% | 10 | +104,453 | 9.57% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,147,741 | 146,668 | 0.17% | 0.2% | 11 | -54,753 | -4.55% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 957,224 | 122,294 | 0.52% | 0.58% | 12 | -292,016 | -23.38% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 942,746 | 120,445 | 0.03% | 0.04% | 13 | -66,626 | -6.6% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 872,105 | 111,420 | 0.02% | 0.02% | 14 | +86,358 | 10.99% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 832,552 | 106,366 | 0.13% | 0.13% | 15 | +26,070 | 3.23% | Q2 2026 | Jul 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 688,862 | 88,009 | 2.03% | 2.1% | 16 | -7,088 | -1.02% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 644,734 | 82,371 | 0.49% | 0.39% | 17 | +112,268 | 21.08% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | Added to | 537,165 | 68,628 | 0.01% | 0.01% | 18 | +9,804 | 1.86% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 456,748 | 58,354 | 0.27% | 0.16% | 19 | +163,172 | 55.58% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 423,720 | 54,134 | 0.01% | 0.01% | 20 | +126,180 | 42.41% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Reduced | 381,264 | 48,710 | 0.06% | 0.06% | 21 | -4,374 | -1.13% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 353,559 | 45,170 | 1.92% | 1.81% | 22 | +24,530 | 7.46% | Q2 2026 | Jul 29, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 333,763 | 42,881 | 7.44% | 13.64% | 23 | -252,834 | -43.1% | Q2 2026 | Jul 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 328,887 | 42,018 | 0.14% | 0.2% | 24 | -139,531 | -29.79% | Q2 2026 | Jul 28, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 322,460 | 41,197 | 9.54% | 7.71% | 25 | +78,748 | 32.31% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 296,838 | 37,924 | 0.02% | 0.02% | 26 | +9,431 | 3.28% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 291,325 | 37,219 | 12.01% | 11.83% | 27 | +6,686 | 2.35% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 272,048 | 34,756 | 0.53% | — | 28 | +272,048 | New | Q2 2026 | Aug 06, 2026 |
| Everest Financial Group LLC | History | Added to | 252,019 | 32,197 | 4.36% | 4.73% | 29 | +2,178 | 0.87% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 248,149 | 31,703 | 0.5% | 0.86% | 30 | +13,447 | 5.73% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 233,598 | 29,844 | 6.2% | 8.42% | 31 | -85,254 | -26.74% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 232,211 | 29,667 | 0.0% | 0.0% | 32 | +18,549 | 8.68% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 228,455 | 29,187 | 0.06% | 0.06% | 33 | +43,767 | 23.7% | Q2 2026 | Aug 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 227,158 | 29,021 | 4.47% | 5.23% | 34 | -29,077 | -11.35% | Q2 2026 | Aug 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 220,752 | 28,203 | 1.35% | 1.44% | 35 | +11,110 | 5.3% | Q2 2026 | Aug 11, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 218,171 | 28,126 | 3.23% | 3.33% | 36 | -46,530 | -17.58% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 205,291 | 26,227 | 0.12% | 0.12% | 37 | +12,058 | 6.24% | Q2 2026 | Aug 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 201,381 | 25,728 | 3.8% | 4.14% | 38 | +3,175 | 1.6% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | Added to | 193,496 | 24,721 | 0.15% | 0.16% | 39 | +4,756 | 2.52% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,897 | 23,495 | 0.05% | 0.05% | 40 | +25,581 | 16.16% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | New | 183,408 | 23,432 | 3.15% | — | 41 | +183,408 | New | Q2 2026 | Jul 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 175,559 | 22,429 | 6.42% | 6.65% | 42 | +7,266 | 4.32% | Q2 2026 | Aug 07, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 173,316 | 22,142 | 4.56% | 5.03% | 43 | +4,143 | 2.45% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 162,868 | 20,808 | 0.21% | 0.21% | 44 | +5,160 | 3.27% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 159,636 | 20,395 | 0.27% | 0.27% | 45 | +6,803 | 4.45% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 156,667 | 20,050 | 0.0% | 0.0% | 46 | -5,879 | -3.62% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 156,391 | 19,980 | 0.67% | 0.55% | 47 | -1,642 | -1.04% | Q2 2026 | Jul 24, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 149,668 | 19,121 | 3.72% | 3.75% | 48 | +4,590 | 3.16% | Q2 2026 | Aug 05, 2026 |
| Blue Water Asset Management | History | Added to | 142,509 | 18,207 | 5.88% | 5.59% | 49 | +1,718 | 1.22% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 142,225 | 18,171 | 0.0% | 0.0% | 50 | -9,829 | -6.46% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 142,067 | 18,150 | 0.05% | 0.05% | 51 | +13,983 | 10.92% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | Added to | 132,040 | 16,869 | 0.32% | 0.3% | 52 | +11,346 | 9.4% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 125,695 | 16,058 | 0.14% | 0.15% | 53 | +4,351 | 3.59% | Q2 2026 | Jul 27, 2026 |
| Petix & Botte Co | History | Added to | 109,836 | 14,032 | 2.82% | 2.64% | 54 | +6,860 | 6.66% | Q2 2026 | Aug 04, 2026 |
| PRAIRIE ADVISORY, LLC | History | New | 100,084 | 12,786 | 3.0% | — | 55 | +100,084 | New | Q2 2026 | Jul 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 97,432 | 12,437 | 1.84% | — | 56 | +97,432 | New | Q2 2026 | Jul 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 96,645 | 12,347 | 0.75% | 0.83% | 57 | +3,476 | 3.73% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | New | 91,198 | 11,651 | 0.34% | — | 58 | +91,198 | New | Q2 2026 | Jul 01, 2026 |
| TFR Capital, LLC. | History | Added to | 90,925 | 11,616 | 3.27% | 3.19% | 59 | +552 | 0.61% | Q2 2026 | Aug 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 89,476 | 11,571 | 2.42% | 2.25% | 60 | +4,326 | 5.08% | Q2 2026 | Jul 09, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 86,318 | 11,027 | 6.01% | 5.85% | 61 | +7,282 | 9.21% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 83,090 | 10,615 | 3.36% | — | 62 | +83,090 | New | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 81,131 | 10,365 | 0.01% | 0.01% | 63 | +2,395 | 3.04% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 75,076 | 9,591 | 0.2% | 0.2% | 64 | +278 | 0.37% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 79,115 | 9,349 | 1.79% | 1.72% | 65 | +408 | 0.52% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 72,877 | 9,310 | 0.44% | 0.44% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 71,980 | 9,196 | 0.09% | 0.1% | 67 | -1,616 | -2.2% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 69,322 | 8,856 | 0.01% | 0.01% | 68 | +4,531 | 6.99% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 68,211 | 8,699 | 0.04% | 0.01% | 69 | +51,125 | 299.22% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 67,980 | 8,685 | 0.01% | 0.01% | 70 | +27,603 | 68.36% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 65,611 | 8,382 | 0.04% | 0.04% | 71 | +859 | 1.33% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 63,756 | 8,145 | 0.01% | 0.01% | 72 | -154 | -0.24% | Q2 2026 | Sep 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 62,100 | 7,933 | 0.01% | — | 73 | +62,100 | New | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 60,845 | 7,773 | 0.09% | 0.09% | 74 | -4,426 | -6.78% | Q2 2026 | Jul 28, 2026 |
| Avestar Capital, LLC | History | Added to | 56,289 | 7,191 | 0.4% | 0.39% | 75 | +3,244 | 6.12% | Q2 2026 | Jul 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 55,062 | 7,034 | 0.28% | 0.3% | 76 | -20 | -0.04% | Q2 2026 | Jul 27, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 54,571 | 6,971 | 0.01% | 0.0% | 77 | +43,672 | 400.7% | Q2 2026 | Aug 14, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 54,367 | 6,945 | 3.11% | 2.91% | 78 | +8,012 | 17.28% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 54,283 | 6,935 | 1.7% | 1.67% | 79 | +3,496 | 6.88% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | New | 53,259 | 6,804 | 0.24% | — | 80 | +53,259 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 52,210 | 6,801 | 0.01% | 0.01% | 81 | +2,662 | 5.37% | Q2 2026 | Jul 15, 2026 |
| Intrua Financial, LLC | History | Added to | 52,268 | 6,677 | 0.61% | 0.59% | 82 | +2,747 | 5.55% | Q2 2026 | Jul 24, 2026 |
| NWAM LLC | History | Added to | 51,874 | 6,627 | 0.33% | 0.34% | 83 | +49 | 0.09% | Q2 2026 | Jul 23, 2026 |
| Colonial River Investments, LLC | History | Reduced | 50,720 | 6,479 | 1.84% | 4.35% | 84 | -55,086 | -52.06% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | Added to | 49,888 | 6,373 | 0.03% | 0.03% | 85 | +1,187 | 2.44% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,400 | 6,055 | 0.01% | 0.01% | 86 | +1,094 | 2.36% | Q2 2026 | Jul 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 47,385 | 6,053 | 1.51% | 1.78% | 87 | +698 | 1.5% | Q2 2026 | Jul 24, 2026 |
| WJ Wealth Management, LLC | History | Added to | 46,073 | 5,886 | 2.32% | 2.32% | 88 | +2,905 | 6.73% | Q2 2026 | Aug 03, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 45,959 | 5,871 | 2.32% | 2.17% | 89 | +5,254 | 12.91% | Q2 2026 | Jul 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 45,523 | 5,815 | 1.13% | 2.12% | 90 | -33,164 | -42.15% | Q2 2026 | Jul 23, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 44,763 | 5,718 | 1.35% | 1.49% | 91 | -592 | -1.31% | Q2 2026 | Jul 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 43,942 | 5,614 | 1.02% | 1.44% | 92 | -13,034 | -22.88% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 43,507 | 5,558 | 0.28% | 0.27% | 93 | +2,316 | 5.62% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 43,273 | 5,528 | 0.25% | 0.25% | 94 | +1,041 | 2.46% | Q2 2026 | Jul 23, 2026 |
| RVW Wealth, LLC | History | Added to | 42,754 | 5,462 | 0.36% | 0.38% | 95 | +206 | 0.48% | Q2 2026 | Jul 07, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 42,335 | 5,408 | 0.36% | 0.39% | 96 | +210 | 0.5% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 41,790 | 5,339 | 0.08% | 0.03% | 97 | +27,900 | 200.86% | Q2 2026 | Aug 10, 2026 |
| Mission Hills Financial Advisory, LLC | History | Reduced | 41,107 | 5,251 | 2.31% | 3.97% | 98 | -26,320 | -39.03% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 40,987 | 5,236 | 0.01% | 0.01% | 99 | +2,011 | 5.16% | Q2 2026 | Aug 05, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 39,037 | 4,987 | 1.41% | 1.57% | 100 | +1,803 | 4.84% | Q2 2026 | Aug 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 39,023 | 4,985 | 0.35% | 0.36% | 101 | -219 | -0.56% | Q2 2026 | Jul 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 38,065 | 4,863 | 3.65% | 3.63% | 102 | +487 | 1.3% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,664 | 4,811 | 0.0% | 0.0% | 103 | +16,743 | 80.03% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | Reduced | 37,639 | 4,808 | 0.41% | 0.45% | 104 | -852 | -2.21% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Reduced | 36,191 | 4,623 | 0.0% | 0.0% | 105 | -121 | -0.33% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 35,961 | 4,594 | 0.06% | 0.04% | 106 | +9,343 | 35.1% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | No change | 38,506 | 4,424 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PAX Financial Group, LLC | History | Reduced | 33,492 | 4,278 | 0.64% | 0.66% | 108 | -13 | -0.04% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 33,159 | 4,236 | 0.56% | 0.36% | 109 | +14,022 | 73.27% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Added to | 33,031 | 4,220 | 0.58% | 0.59% | 110 | +30 | 0.09% | Q2 2026 | Jul 23, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 32,495 | 4,151 | 0.54% | 0.54% | 111 | -23 | -0.07% | Q2 2026 | Aug 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 32,262 | 4,121 | 1.33% | 0.87% | 112 | +11,623 | 56.32% | Q2 2026 | Jul 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 35,816 | 4,115 | 0.26% | 0.26% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,621 | 3,912 | 0.0% | — | 114 | +30,621 | New | Q2 2026 | Sep 02, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 29,725 | 3,797 | 1.82% | 1.49% | 115 | +5,922 | 24.88% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 29,702 | 3,794 | 0.02% | 0.03% | 116 | -8,183 | -21.6% | Q2 2026 | Sep 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 28,198 | 3,602 | 0.07% | 0.08% | 117 | -3,153 | -10.06% | Q2 2026 | Jul 15, 2026 |
| E&G Advisors, LLC | History | Added to | 28,023 | 3,580 | 0.69% | 0.48% | 118 | +9,280 | 49.51% | Q2 2026 | Jul 23, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | No change | 31,123 | 3,576 | 2.13% | 2.13% | 119 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 26,433 | 3,377 | 0.06% | 0.06% | 120 | +904 | 3.54% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,400 | 3,245 | 0.0% | 0.0% | 121 | +9,179 | 56.59% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 25,232 | 3,223 | 0.06% | 0.08% | 122 | -3,625 | -12.56% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 25,173 | 3,216 | 0.03% | 0.04% | 123 | -3,646 | -12.65% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,782 | 3,166 | 0.01% | 0.01% | 124 | +101 | 0.41% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 24,422 | 3,120 | 0.11% | 0.15% | 125 | +1,644 | 7.22% | Q2 2026 | Aug 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 23,939 | 3,058 | 0.3% | 0.17% | 126 | +10,428 | 77.18% | Q2 2026 | Aug 10, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 23,574 | 3,011 | 2.0% | 1.65% | 127 | +4,663 | 24.66% | Q2 2026 | Aug 05, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Added to | 23,446 | 2,995 | 1.28% | 1.17% | 128 | +1,797 | 8.3% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 23,409 | 2,990 | 0.03% | 0.03% | 129 | +2,973 | 14.55% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 21,747 | 2,778 | 0.94% | 0.94% | 130 | -44 | -0.2% | Q2 2026 | Jul 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 21,724 | 2,775 | 0.25% | 0.26% | 131 | -120 | -0.55% | Q2 2026 | Jul 21, 2026 |
| Brookstone Capital Management | History | Reduced | 21,643 | 2,765 | 0.03% | 0.08% | 132 | -37,056 | -63.13% | Q2 2026 | Jul 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 21,362 | 2,729 | 0.79% | 0.83% | 133 | +78 | 0.37% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 20,101 | 2,568 | 0.08% | 0.29% | 134 | -46,713 | -69.91% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 21,791 | 2,504 | 0.94% | 0.94% | 135 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 19,191 | 2,452 | 0.04% | 0.03% | 136 | +863 | 4.71% | Q2 2026 | Jul 15, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 18,366 | 2,346 | 1.07% | 1.06% | 137 | -187 | -1.01% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 17,904 | 2,287 | 0.21% | 0.21% | 138 | +1,291 | 7.77% | Q2 2026 | Jul 22, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 17,530 | 2,239 | 1.06% | — | 139 | +17,530 | New | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | Added to | 17,096 | 2,184 | 0.0% | 0.0% | 140 | +1,626 | 10.51% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 16,690 | 2,132 | 0.05% | 0.07% | 141 | -8,290 | -33.19% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,152 | 2,063 | 0.1% | 0.1% | 142 | -1,109 | -6.42% | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 15,924 | 2,034 | 0.04% | 0.23% | 143 | -89,149 | -84.84% | Q2 2026 | Jul 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,680 | 2,003 | 0.09% | 0.1% | 144 | -223 | -1.4% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 15,301 | 1,954 | 0.03% | 0.03% | 145 | +598 | 4.07% | Q2 2026 | Aug 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 15,059 | 1,923 | 0.13% | 0.11% | 146 | +2,598 | 20.85% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,873 | 1,900 | 0.11% | 0.12% | 147 | -1,011 | -6.36% | Q2 2026 | Jul 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 14,770 | 1,887 | 0.42% | 0.44% | 148 | +161 | 1.1% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 14,719 | 1,880 | 0.02% | 0.02% | 149 | +181 | 1.25% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Reduced | 14,539 | 1,857 | 0.0% | 0.0% | 150 | -3,333 | -18.65% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,109 | 1,802 | 0.01% | 0.01% | 151 | +755 | 5.65% | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,985 | 1,786 | 0.05% | 0.05% | 152 | +336 | 2.46% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,915 | 1,777 | 0.02% | 0.02% | 153 | +3,382 | 32.11% | Q2 2026 | Aug 04, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 13,708 | 1,751 | 0.13% | 0.13% | 154 | +488 | 3.69% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Added to | 13,562 | 1,732 | 0.0% | 0.0% | 155 | +3,432 | 33.88% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,548 | 1,730 | 0.95% | 0.56% | 156 | +6,041 | 80.47% | Q2 2026 | Jul 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 13,479 | 1,722 | 0.06% | 0.06% | 157 | +433 | 3.32% | Q2 2026 | Aug 05, 2026 |
| TOP Private Wealth LLC. | History | New | 13,398 | 1,711 | 1.64% | — | 158 | +13,398 | New | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,796 | 1,634 | 0.05% | 0.04% | 159 | +3,758 | 41.58% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,115 | 1,547 | 0.03% | 0.05% | 160 | +94 | 0.78% | Q2 2026 | Jul 21, 2026 |
| Key FInancial Inc | History | Added to | 11,530 | 1,473 | 0.24% | 0.18% | 161 | +2,746 | 31.26% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 11,403 | 1,456 | 0.0% | 0.03% | 162 | -184,647 | -94.18% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 11,348 | 1,449 | 0.23% | 0.28% | 163 | -990 | -8.02% | Q2 2026 | Aug 10, 2026 |
| Redwood Financial Network Corp | History | Added to | 11,029 | 1,409 | 0.78% | 0.81% | 164 | +300 | 2.8% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,911 | 1,394 | 0.0% | 0.0% | 165 | -165 | -1.49% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 10,863 | 1,387 | 0.07% | 0.09% | 166 | -2,301 | -17.48% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,816 | 1,381 | 0.0% | 0.0% | 167 | +6,278 | 138.34% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 10,675 | 1,363 | 0.33% | 0.36% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Secure Asset Management, LLC | History | Reduced | 10,463 | 1,336 | 0.19% | 0.2% | 169 | -275 | -2.56% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,391 | 1,327 | 0.04% | 0.04% | 170 | -240 | -2.26% | Q2 2026 | Jul 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 10,375 | 1,325 | 0.02% | 0.03% | 171 | -6,035 | -36.78% | Q2 2026 | Aug 13, 2026 |
| Fiera Capital Corp | History | No change | 10,158 | 1,297 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argent Trust Co | History | Added to | 10,122 | 1,293 | 0.04% | 0.01% | 174 | +8,113 | 403.83% | Q2 2026 | Aug 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,128 | 1,293 | 0.17% | 0.17% | 173 | +501 | 5.2% | Q2 2026 | Jul 24, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 10,032 | 1,281 | 0.31% | 0.31% | 175 | -129 | -1.27% | Q2 2026 | Jul 27, 2026 |
| Collaborative Capital Advisors LLC | History | New | 9,865 | 1,260 | 0.8% | — | 176 | +9,865 | New | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,638 | 1,231 | 0.03% | 0.04% | 177 | -132 | -1.35% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 9,238 | 1,180 | 0.05% | 0.03% | 178 | +4,270 | 85.95% | Q2 2026 | Aug 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 9,193 | 1,174 | 0.11% | 0.08% | 179 | +47 | 0.51% | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,099 | 1,162 | 0.03% | 0.03% | 180 | +715 | 8.53% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,613 | 1,100 | 0.02% | 0.01% | 181 | +5,409 | 168.82% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 8,600 | 1,098 | 0.0% | — | 182 | +8,600 | New | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 8,307 | 1,061 | 0.0% | — | 183 | +8,307 | New | Q2 2026 | Aug 13, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 8,113 | 1,036 | 0.19% | 0.15% | 184 | +1,972 | 32.11% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,970 | 1,018 | 0.0% | 0.0% | 185 | +4,775 | 149.45% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 7,604 | 971 | 0.05% | 0.06% | 186 | -1,870 | -19.74% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,517 | 960 | 0.0% | 0.0% | 187 | +38 | 0.51% | Q2 2026 | Aug 19, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,362 | 940 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marshall Financial Group, LLC | History | Added to | 7,353 | 939 | 0.14% | 0.13% | 189 | +13 | 0.18% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | New | 7,318 | 934 | 0.02% | — | 190 | +7,318 | New | Q2 2026 | Aug 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 7,282 | 930 | 0.1% | 0.09% | 191 | -6,290 | -46.35% | Q2 2026 | Jul 16, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 6,600 | 843 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 6,492 | 829 | 0.04% | 0.03% | 193 | +2,115 | 48.32% | Q2 2026 | Aug 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 6,285 | 802 | 0.05% | 0.06% | 194 | +4 | 0.06% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 6,284 | 802 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | New | 6,175 | 788 | 0.0% | — | 197 | +6,175 | New | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 5,988 | 788 | 0.19% | 0.32% | 196 | -4,234 | -41.42% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 6,097 | 783 | 0.04% | 0.04% | 198 | -335 | -5.21% | Q2 2026 | Jul 28, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Reduced | 6,125 | 782 | 0.7% | 1.03% | 199 | -2,795 | -31.33% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,927 | 757 | 0.0% | 0.0% | 200 | -218 | -3.55% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,766 | 736 | 0.02% | 0.02% | 201 | -25 | -0.43% | Q2 2026 | Jul 17, 2026 |
| Sequent Planning LLC | History | New | 5,617 | 717 | 0.15% | — | 202 | +5,617 | New | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,548 | 709 | 0.02% | 0.02% | 203 | +438 | 8.57% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | Reduced | 5,439 | 694 | 0.02% | 0.02% | 204 | -11 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,426 | 693 | 0.0% | 0.0% | 205 | +4,333 | 396.43% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 5,407 | 690 | 0.0% | — | 206 | +5,407 | New | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,245 | 683 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altium Investment Strategies LLC | History | No change | 5,245 | 683 | 0.98% | 1.82% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Advisors | History | New | 5,252 | 671 | 0.03% | — | 209 | +5,252 | New | Q2 2026 | Jul 16, 2026 |
| Richmond Investment Services, LLC | History | New | 5,027 | 642 | 0.2% | — | 210 | +5,027 | New | Q2 2026 | Jul 27, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 4,984 | 636 | 0.25% | 0.28% | 211 | -279 | -5.3% | Q2 2026 | Aug 06, 2026 |
| Alteri Wealth LLC | History | Added to | 4,929 | 629 | 0.17% | 0.16% | 212 | +522 | 11.84% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | Added to | 4,857 | 620 | 0.07% | 0.07% | 214 | +3 | 0.06% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,859 | 620 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Reduced | 4,687 | 598 | 0.19% | 0.18% | 215 | -4 | -0.09% | Q2 2026 | Aug 14, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,522 | 577 | 0.16% | 0.17% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | Added to | 4,501 | 575 | 0.01% | 0.01% | 217 | +333 | 7.99% | Q2 2026 | Jul 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,184 | 554 | 0.04% | 0.02% | 218 | +2,315 | 123.86% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,800 | 485 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,694 | 471 | 0.01% | 0.01% | 220 | -6 | -0.16% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,679 | 470 | 0.0% | 0.0% | 221 | -1,093 | -22.9% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,659 | 467 | 0.07% | 0.07% | 222 | +60 | 1.67% | Q2 2026 | Jul 14, 2026 |
| CWM, LLC | History | No change | 4,046 | 464 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,474 | 443 | 0.13% | 0.1% | 225 | +816 | 30.7% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,474 | 443 | 0.07% | 0.06% | 224 | +716 | 25.96% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,461 | 442 | 0.01% | 0.01% | 226 | -39 | -1.11% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | New | 3,417 | 436 | 0.15% | — | 227 | +3,417 | New | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,369 | 430 | 0.01% | 0.01% | 228 | +1,236 | 57.95% | Q2 2026 | Jul 31, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,265 | 417 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,233 | 413 | 0.0% | 0.0% | 230 | +10 | 0.31% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,167 | 404 | 0.0% | 0.0% | 231 | +170 | 5.67% | Q2 2026 | Aug 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,047 | 389 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | Added to | 3,025 | 386 | 0.09% | 0.09% | 233 | +3 | 0.1% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | New | 3,010 | 384 | 0.0% | — | 234 | +3,010 | New | Q2 2026 | Aug 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 2,972 | 379 | 0.04% | 0.04% | 235 | -114 | -3.69% | Q2 2026 | Jul 23, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 2,890 | 369 | 0.26% | 0.28% | 236 | -278 | -8.78% | Q2 2026 | Jul 13, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,884 | 368 | 0.24% | 0.24% | 237 | -59 | -2.0% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 2,872 | 366 | 0.23% | 0.24% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,854 | 364 | 0.01% | 0.01% | 239 | +8 | 0.28% | Q2 2026 | Jul 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,837 | 362 | 0.0% | 0.01% | 240 | -127 | -4.28% | Q2 2026 | Jul 22, 2026 |
| Main Street Group, LTD | History | Added to | 2,819 | 360 | 0.08% | 0.09% | 241 | +16 | 0.57% | Q2 2026 | Jul 13, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,798 | 357 | 0.55% | 0.56% | 242 | +100 | 3.71% | Q2 2026 | Jul 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,757 | 352 | 0.01% | — | 244 | +2,757 | New | Q2 2026 | Jul 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,760 | 352 | 0.02% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilltop Partners LLC | History | Added to | 2,698 | 344 | 0.08% | 0.08% | 245 | +5 | 0.19% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,679 | 342 | 0.0% | 0.0% | 246 | +373 | 16.18% | Q2 2026 | Jul 13, 2026 |
| HUB Investment Partners, LLC | History | New | 2,653 | 338 | 0.01% | — | 248 | +2,653 | New | Q2 2026 | Jul 31, 2026 |
| Aspect Partners, LLC | History | No change | 2,652 | 338 | 0.13% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 2,639 | 337 | 0.15% | 0.13% | 249 | +483 | 22.4% | Q2 2026 | Jul 28, 2026 |
| Oder Investment Management, LLC | History | No change | 2,577 | 329 | 0.22% | 0.23% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,520 | 321 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | Added to | 2,467 | 315 | 0.01% | 0.01% | 252 | +628 | 34.15% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,380 | 304 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Capital Management, LLC | History | New | 2,341 | 299 | 0.0% | — | 254 | +2,341 | New | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,299 | 293 | 0.01% | — | 256 | +2,299 | New | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 2,296 | 293 | 0.02% | 0.03% | 255 | -1,208 | -34.47% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,225 | 284 | 0.0% | 0.0% | 257 | +4 | 0.18% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,200 | 281 | 0.01% | 0.01% | 258 | +3 | 0.14% | Q2 2026 | Jul 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,176 | 278 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,151 | 274 | 0.0% | 0.0% | 260 | +5 | 0.23% | Q2 2026 | Aug 03, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,136 | 272 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| McHugh Group, LLC | History | No change | 2,080 | 265 | 0.14% | 0.14% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHERN TRUST CORP | History | New | 2,060 | 263 | 0.0% | — | 263 | +2,060 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,025 | 258 | 0.07% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 2,017 | 257 | 0.02% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,011 | 256 | 0.0% | 0.0% | 266 | +200 | 11.04% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 2,002 | 255 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Reduced | 1,960 | 250 | 0.01% | 0.02% | 268 | -541 | -21.63% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,943 | 248 | 0.0% | 0.0% | 269 | +402 | 26.09% | Q2 2026 | Aug 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,927 | 247 | 0.11% | 0.16% | 270 | -782 | -28.87% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,901 | 242 | 0.01% | 0.01% | 271 | +3 | 0.16% | Q2 2026 | Aug 03, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,875 | 239 | 0.06% | 0.06% | 272 | +6 | 0.32% | Q2 2026 | Jul 09, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 1,860 | 237 | 0.11% | 0.11% | 273 | +11 | 0.59% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 1,862 | 237 | 0.12% | 0.12% | 274 | +6 | 0.32% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,853 | 236 | 0.01% | 0.01% | 275 | -139 | -6.98% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,822 | 232 | 0.0% | 0.0% | 276 | -1,779 | -49.4% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 1,786 | 228 | 0.0% | — | 277 | +1,786 | New | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 1,782 | 227 | 0.09% | 0.18% | 278 | -1,400 | -44.0% | Q2 2026 | Aug 07, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | No change | 1,774 | 226 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,762 | 225 | 0.02% | 0.04% | 280 | -1,748 | -49.8% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,746 | 223 | 0.0% | 0.0% | 281 | +920 | 111.38% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 1,752 | 223 | 0.0% | 0.0% | 282 | -256 | -12.75% | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | History | New | 1,745 | 222 | 0.01% | — | 284 | +1,745 | New | Q2 2026 | Aug 04, 2026 |
| Zhang Financial LLC | History | No change | 1,741 | 222 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Enterprises, LLC | History | New | 1,719 | 219 | 0.01% | — | 285 | +1,719 | New | Q2 2026 | Jul 31, 2026 |
| Vertex Planning Partners, LLC | History | New | 1,706 | 217 | 0.03% | — | 287 | +1,706 | New | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | New | 1,703 | 217 | 0.03% | — | 286 | +1,703 | New | Q2 2026 | Aug 04, 2026 |
| Retirement Planning Group, LLC | History | New | 1,698 | 216 | 0.01% | — | 288 | +1,698 | New | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | New | 1,670 | 213 | 0.03% | — | 289 | +1,670 | New | Q2 2026 | Aug 10, 2026 |
| Marmo Financial Group, LLC | History | No change | 1,828 | 210 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,629 | 208 | 0.0% | — | 291 | +1,629 | New | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 1,624 | 207 | 0.0% | — | 292 | +1,624 | New | Q2 2026 | Aug 06, 2026 |
| 360 Financial, Inc. | History | New | 1,622 | 207 | 0.05% | — | 293 | +1,622 | New | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | Reduced | 1,600 | 204 | 0.05% | 0.05% | 294 | -100 | -5.88% | Q2 2026 | Jul 17, 2026 |
| Pflug Koory, LLC | History | Added to | 1,563 | 199 | 0.08% | 0.08% | 295 | +1 | 0.06% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,537 | 196 | 0.0% | 0.0% | 296 | +964 | 168.24% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 1,336 | 170 | 0.0% | 0.0% | 297 | +410 | 44.28% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,306 | 166 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,219 | 155 | 0.06% | 0.05% | 299 | +142 | 13.18% | Q2 2026 | Jul 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,204 | 153 | 0.0% | 0.0% | 300 | -21 | -1.71% | Q2 2026 | Aug 12, 2026 |