Invesco Exchange-Traded Fund Trust II - RWL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 68 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Reduced | 9,001,402 | 1,030,660 | 0.16% | 0.16% | 1 | -174,932 | -1.91% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 5,870,899 | 672,217 | 0.18% | 0.16% | 2 | +843,089 | 16.77% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,770,378 | 431,846 | 0.1% | 0.09% | 3 | +125,704 | 3.45% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 3,154,989 | 361,246 | 0.02% | 0.02% | 4 | +72,972 | 2.37% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,271,112 | 260,042 | 2.09% | 2.05% | 5 | +1,896 | 0.08% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,189,385 | 250,684 | 0.02% | 0.02% | 6 | -4,165 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,628,324 | 186,443 | 14.13% | 13.11% | 7 | +46,696 | 2.95% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 1,261,650 | 144,458 | 0.59% | — | 8 | +1,261,650 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,201,452 | 137,595 | 0.2% | 0.19% | 9 | -15,369 | -1.26% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 985,133 | 112,797 | 0.02% | 0.02% | 10 | +98,658 | 11.13% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 894,401 | 102,408 | 0.03% | 0.03% | 11 | +138,381 | 18.3% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 869,157 | 99,518 | 0.11% | 0.1% | 12 | +108,016 | 14.19% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 790,186 | 90,564 | 0.06% | 0.05% | 13 | +152,584 | 23.93% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 774,689 | 88,701 | 0.02% | 0.01% | 14 | +65,884 | 9.3% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 759,448 | 86,956 | 0.12% | 0.11% | 15 | -4,126 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Kozak & Associates, Inc. | History | Added to | 575,024 | 67,887 | 13.12% | 12.47% | 16 | +4,391 | 0.77% | Q4 2025 | Jan 12, 2026 |
| UBS Group AG | History | Added to | 541,369 | 61,986 | 0.01% | 0.01% | 17 | +54,719 | 11.24% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 428,682 | 49,084 | 0.2% | 0.17% | 18 | +96,597 | 29.09% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 383,757 | 43,940 | 0.06% | 0.07% | 19 | -3,729 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 352,645 | 40,377 | 0.28% | 0.25% | 20 | +40,534 | 12.99% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 334,486 | 38,298 | 0.66% | 0.23% | 21 | +234,732 | 235.31% | Q4 2025 | Feb 19, 2026 |
| Stewardship Advisors, LLC | History | Added to | 312,547 | 35,786 | 8.27% | 5.76% | 22 | +92,605 | 42.1% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 302,357 | 34,619 | 1.67% | 1.59% | 23 | +16,809 | 5.89% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 295,565 | 33,842 | 0.6% | 0.71% | 24 | +10,268 | 3.6% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 276,526 | 31,662 | 0.02% | 0.02% | 25 | +23,246 | 9.18% | Q4 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 273,240 | 31,286 | 11.75% | 0.02% | 26 | +272,829 | 66381.75% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 254,783 | 29,172 | 0.14% | 0.07% | 27 | +120,537 | 89.79% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 241,449 | 27,645 | 4.67% | 4.64% | 28 | +3,521 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 235,917 | 27,012 | 5.0% | 3.04% | 29 | +96,984 | 69.81% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 205,753 | 23,558 | 1.4% | 1.01% | 30 | +57,345 | 38.64% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 202,955 | 23,238 | 0.03% | 0.03% | 31 | +2,376 | 1.18% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 191,618 | 21,940 | 0.05% | 0.05% | 32 | +14,665 | 8.29% | Q4 2025 | Feb 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 182,893 | 20,941 | 3.67% | 3.43% | 33 | +22,197 | 13.81% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 175,248 | 20,065 | 0.16% | 0.17% | 34 | +7,158 | 4.26% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 174,688 | 20,001 | 0.11% | 0.02% | 35 | +144,216 | 473.27% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,427 | 19,742 | 0.0% | 0.0% | 36 | +25,007 | 16.96% | Q4 2025 | Mar 25, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 165,859 | 18,990 | 5.53% | 5.63% | 37 | +4,085 | 2.53% | Q4 2025 | Jan 20, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 159,604 | 18,274 | 6.48% | 6.29% | 38 | +5,427 | 3.52% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 157,762 | 18,063 | 0.01% | 0.0% | 39 | +27,075 | 20.72% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 156,019 | 17,864 | 0.66% | 0.68% | 40 | +740 | 0.48% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 144,935 | 16,595 | 0.0% | 0.0% | 41 | +40,858 | 39.26% | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 142,675 | 16,336 | 5.88% | — | 42 | +142,675 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 138,880 | 15,901 | 0.18% | 0.16% | 43 | +12,488 | 9.88% | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 138,185 | 15,822 | 0.0% | — | 44 | +138,185 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 130,664 | 14,961 | 0.04% | 0.03% | 45 | +37,769 | 40.66% | Q4 2025 | Feb 05, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 128,726 | 14,739 | 3.78% | 3.73% | 46 | +834 | 0.65% | Q4 2025 | Jan 13, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 121,932 | 13,961 | 3.28% | 3.28% | 47 | +1,742 | 1.45% | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | History | Reduced | 113,951 | 13,047 | 0.15% | 0.17% | 48 | -18,023 | -13.66% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 112,081 | 12,833 | 0.26% | 0.3% | 49 | -5,553 | -4.72% | Q4 2025 | Feb 09, 2026 |
| Sonoma Allocations LLC | History | Added to | 102,737 | 12,178 | 4.04% | 3.74% | 50 | +8,988 | 9.59% | Q4 2025 | Feb 23, 2026 |
| Colonial River Investments, LLC | History | Added to | 102,998 | 11,793 | 4.2% | 4.01% | 51 | +4,793 | 4.88% | Q4 2025 | Feb 04, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 98,730 | 11,639 | 2.61% | 2.51% | 52 | +6,235 | 6.74% | Q4 2025 | Jan 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 93,115 | 10,935 | 0.01% | 0.02% | 53 | -4,136 | -4.25% | Q4 2025 | Jan 08, 2026 |
| Petix & Botte Co | History | Added to | 92,168 | 10,553 | 2.39% | 1.99% | 54 | +14,358 | 18.45% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 91,371 | 10,461 | 0.21% | 0.16% | 55 | +23,413 | 34.45% | Q4 2025 | Jan 14, 2026 |
| TFR Capital, LLC. | History | Added to | 89,813 | 10,283 | 3.41% | 3.25% | 56 | +1,881 | 2.14% | Q4 2025 | Jan 27, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 83,759 | 9,590 | 0.76% | 0.73% | 57 | +4,317 | 5.43% | Q4 2025 | Feb 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 76,279 | 8,733 | 2.11% | 1.36% | 58 | +30,144 | 65.34% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 75,000 | 8,587 | 0.0% | — | 59 | +75,000 | New | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 71,472 | 8,183 | 0.1% | 0.11% | 60 | -6,066 | -7.82% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 71,068 | 8,137 | 0.2% | 0.19% | 61 | +3,507 | 5.19% | Q4 2025 | Jan 28, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 71,003 | 8,129 | 0.45% | 0.46% | 62 | -898 | -1.25% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 70,648 | 8,089 | 0.1% | 0.09% | 63 | +2,271 | 3.32% | Q4 2025 | Jan 21, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 70,323 | 8,051 | 5.49% | 5.06% | 64 | +9,139 | 14.94% | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | Reduced | 66,907 | 7,660 | 0.35% | 0.4% | 65 | -812 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 72,517 | 7,629 | 1.64% | 1.68% | 66 | -2,830 | -3.76% | Q4 2025 | Jan 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 66,230 | 7,583 | 4.0% | 3.81% | 67 | +1,389 | 2.14% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 64,211 | 7,352 | 0.04% | 0.01% | 68 | +52,035 | 427.36% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 63,148 | 7,230 | 0.01% | 0.01% | 69 | -7,664 | -10.82% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 60,456 | 6,922 | 0.33% | 0.42% | 70 | -2,796 | -4.42% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Added to | 56,095 | 6,422 | 0.13% | 0.12% | 71 | +1,604 | 2.94% | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 54,804 | 6,276 | 1.38% | 0.41% | 72 | +38,252 | 231.1% | Q4 2025 | Feb 17, 2026 |
| Oxford Wealth Group, LLC | History | New | 53,547 | 6,131 | 2.98% | — | 74 | +53,547 | New | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 51,759 | 6,131 | 0.34% | 0.29% | 73 | +3,195 | 6.58% | Q4 2025 | Feb 04, 2026 |
| Avestar Capital, LLC | History | Added to | 51,990 | 5,952 | 0.39% | 0.37% | 75 | +554 | 1.08% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 50,751 | 5,810 | 1.7% | — | 76 | +50,751 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 48,074 | 5,504 | 0.31% | 0.06% | 77 | +38,766 | 416.48% | Q4 2025 | Feb 04, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 47,752 | 5,467 | 1.56% | 1.8% | 78 | -3,508 | -6.84% | Q4 2025 | Jan 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 46,541 | 5,329 | 1.94% | 2.08% | 79 | +2,757 | 6.3% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,346 | 5,306 | 0.01% | 0.0% | 80 | +17,113 | 58.54% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 44,615 | 5,108 | 0.01% | 0.01% | 81 | +574 | 1.3% | Q4 2025 | Mar 16, 2026 |
| Intrua Financial, LLC | History | Reduced | 44,022 | 5,040 | 0.53% | 0.56% | 82 | -2,275 | -4.91% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 43,769 | 5,011 | 0.03% | 0.03% | 83 | +4,215 | 10.66% | Q4 2025 | Jan 26, 2026 |
| RVW Wealth, LLC | History | Reduced | 43,443 | 4,974 | 0.38% | 0.38% | 84 | -588 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 42,342 | 4,848 | 0.38% | 0.38% | 85 | +704 | 1.69% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 41,963 | 4,804 | 0.26% | 0.24% | 86 | +2,923 | 7.49% | Q4 2025 | Jan 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 40,122 | 4,593 | 0.36% | 0.37% | 87 | -74 | -0.18% | Q4 2025 | Jan 08, 2026 |
| Forge Financial Services LLC | History | Reduced | 38,550 | 4,413 | 1.89% | 2.02% | 88 | -378 | -0.97% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 38,198 | 4,373 | 0.25% | 0.24% | 89 | +2,104 | 5.83% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Reduced | 37,716 | 4,318 | 0.07% | 0.1% | 90 | -5,514 | -12.76% | Q4 2025 | Mar 12, 2026 |
| Focus Partners Wealth | History | Reduced | 36,371 | 4,164 | 0.0% | 0.01% | 91 | -2,071 | -5.39% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,230 | 4,148 | 0.02% | 0.01% | 92 | +18,482 | 104.14% | Q4 2025 | Feb 18, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 35,335 | 4,046 | 3.46% | 3.28% | 93 | +2,230 | 6.74% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Added to | 33,142 | 3,908 | 0.6% | 0.39% | 94 | +11,446 | 52.76% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 34,095 | 3,903 | 0.0% | — | 95 | +34,095 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 32,725 | 3,746 | 0.04% | 0.04% | 96 | +12,740 | 63.75% | Q4 2025 | Jan 29, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 32,654 | 3,738 | 0.53% | 0.54% | 97 | -456 | -1.38% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 30,801 | 3,526 | 0.24% | 0.19% | 98 | +5,448 | 21.49% | Q4 2025 | Feb 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 30,714 | 3,516 | 0.52% | 0.14% | 99 | +24,833 | 422.26% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 29,858 | 3,418 | 1.48% | 1.48% | 100 | +2,347 | 8.53% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 29,368 | 3,362 | 0.16% | 0.25% | 101 | -2,729 | -8.5% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 29,268 | 3,351 | 0.05% | 0.07% | 102 | -2,802 | -8.74% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,104 | 2,874 | 0.07% | 0.06% | 103 | +2,921 | 13.17% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 24,508 | 2,806 | 0.0% | — | 104 | +24,508 | New | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,363 | 2,790 | 0.01% | 0.01% | 105 | +723 | 3.06% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 23,217 | 2,658 | 0.0% | 0.0% | 106 | +7,444 | 47.19% | Q4 2025 | Feb 17, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 22,583 | 2,585 | 0.72% | 0.77% | 107 | -1,661 | -6.85% | Q4 2025 | Jan 23, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 22,199 | 2,541 | 0.26% | 0.26% | 108 | -425 | -1.88% | Q4 2025 | Jan 22, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 21,125 | 2,418 | 0.94% | 0.92% | 109 | -122 | -0.57% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 20,921 | 2,395 | 0.0% | 0.0% | 110 | +750 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 20,890 | 2,391 | 0.82% | 0.74% | 111 | +632 | 3.12% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,258 | 2,319 | 0.03% | 0.03% | 112 | -14,038 | -40.93% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 19,708 | 2,256 | 0.13% | 0.13% | 113 | -215 | -1.08% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 19,303 | 2,210 | 0.12% | 0.17% | 114 | -4,958 | -20.44% | Q4 2025 | Jan 26, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 18,928 | 2,167 | 1.07% | 1.07% | 115 | -1,047 | -5.24% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Added to | 18,483 | 2,116 | 0.47% | 0.46% | 116 | +605 | 3.38% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 18,416 | 2,108 | 0.22% | 0.27% | 117 | -3,393 | -15.56% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 18,303 | 2,095 | 1.43% | — | 118 | +18,303 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 18,235 | 2,087 | 0.01% | 0.02% | 119 | -3,634 | -16.62% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 17,981 | 2,058 | 0.03% | 0.04% | 120 | -3,838 | -17.59% | Q4 2025 | Feb 09, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 17,439 | 1,996 | 1.09% | 0.56% | 121 | +8,373 | 92.36% | Q4 2025 | Jan 23, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 16,696 | 1,911 | 1.4% | 1.21% | 122 | +1,740 | 11.63% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,612 | 1,902 | 0.03% | 0.03% | 123 | +1,569 | 10.43% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 15,919 | 1,822 | 0.0% | 0.0% | 124 | +494 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 15,846 | 1,814 | 0.02% | 0.01% | 125 | +10,086 | 175.1% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,981 | 1,715 | 0.11% | 0.11% | 126 | -37 | -0.25% | Q4 2025 | Jan 23, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 14,250 | 1,680 | 0.28% | 0.19% | 127 | +4,559 | 47.04% | Q4 2025 | Feb 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 13,885 | 1,589 | 0.59% | — | 128 | +13,885 | New | Q4 2025 | Jan 08, 2026 |
| FMR LLC | History | Added to | 13,828 | 1,583 | 0.0% | 0.0% | 129 | +1,488 | 12.06% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,277 | 1,520 | 0.02% | 0.02% | 130 | +154 | 1.17% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,199 | 1,511 | 0.03% | 0.03% | 131 | +242 | 1.87% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 12,487 | 1,429 | 0.38% | — | 132 | +12,487 | New | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 12,414 | 1,421 | 0.3% | 0.37% | 133 | -331 | -2.6% | Q4 2025 | Feb 02, 2026 |
| LWM Advisory Services, LLC | History | Added to | 12,298 | 1,408 | 0.82% | 0.77% | 134 | +315 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 11,817 | 1,353 | 0.38% | 0.36% | 135 | +22 | 0.19% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 11,793 | 1,337 | 0.03% | 0.02% | 136 | +586 | 5.23% | Q4 2025 | Feb 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 11,651 | 1,334 | 0.11% | 0.12% | 137 | -1,184 | -9.22% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 11,219 | 1,284 | 0.01% | 0.0% | 138 | +1,270 | 12.77% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,775 | 1,233 | 0.04% | 0.03% | 139 | +103 | 0.97% | Q4 2025 | Jan 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 10,431 | 1,194 | 0.76% | 0.59% | 140 | +1,955 | 23.07% | Q4 2025 | Feb 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,326 | 1,182 | 0.35% | 0.33% | 141 | +684 | 7.09% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10,243 | 1,172 | 0.16% | — | 142 | +10,243 | New | Q4 2025 | Feb 09, 2026 |
| Fiera Capital Corp | History | No change | 10,158 | 1,163 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,970 | 1,141 | 0.04% | 0.04% | 144 | -135 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 9,451 | 1,082 | 0.17% | 0.16% | 145 | +643 | 7.3% | Q4 2025 | Jan 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 9,101 | 1,042 | 0.07% | 0.07% | 146 | +90 | 1.0% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,900 | 1,019 | 0.0% | 0.0% | 147 | -11,000 | -55.28% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 8,661 | 991 | 0.04% | 0.04% | 148 | +9 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Added to | 8,580 | 982 | 0.0% | 0.0% | 149 | +289 | 3.49% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,516 | 975 | 0.03% | 0.03% | 150 | +247 | 2.99% | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,362 | 842 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,294 | 835 | 0.16% | 0.16% | 152 | -245 | -3.25% | Q4 2025 | Jan 09, 2026 |
| Key FInancial Inc | History | Reduced | 7,135 | 816 | 0.15% | 0.16% | 153 | -477 | -6.27% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,649 | 761 | 0.0% | 0.0% | 154 | +147 | 2.26% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,629 | 758 | 0.09% | 0.09% | 155 | +581 | 9.61% | Q4 2025 | Jan 26, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 6,600 | 755 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,389 | 731 | 0.0% | 0.0% | 157 | -4 | -0.06% | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,344 | 726 | 0.0% | 0.0% | 158 | -2,853 | -31.02% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 6,276 | 718 | 0.06% | 0.06% | 159 | +4 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,134 | 702 | 0.03% | 0.04% | 160 | +1,905 | 45.05% | Q4 2025 | Feb 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,747 | 658 | 0.04% | — | 161 | +5,747 | New | Q4 2025 | Feb 17, 2026 |
| MOR Wealth Management, LLC | History | New | 5,746 | 657 | 0.3% | — | 162 | +5,746 | New | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,697 | 652 | 0.0% | 0.0% | 163 | +628 | 12.39% | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 5,608 | 642 | 0.44% | 0.47% | 164 | -387 | -6.46% | Q4 2025 | Jan 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,245 | 619 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 5,350 | 612 | 0.08% | 0.08% | 166 | +6 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,002 | 572 | 0.01% | 0.01% | 167 | -82 | -1.61% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,915 | 562 | 0.0% | 0.0% | 168 | -3,451 | -41.25% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 4,895 | 560 | 0.07% | 0.07% | 169 | +278 | 6.02% | Q4 2025 | Jan 26, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 4,863 | 556 | 0.12% | 0.1% | 170 | +822 | 20.34% | Q4 2025 | Jan 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,859 | 556 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 4,686 | 536 | 0.21% | 0.25% | 172 | +4 | 0.09% | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,522 | 517 | 0.2% | 0.21% | 173 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | Added to | 4,315 | 494 | 0.0% | 0.0% | 174 | +124 | 2.96% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,052 | 463 | 0.01% | 0.01% | 175 | -3,141 | -43.67% | Q4 2025 | Jan 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,800 | 435 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 3,766 | 431 | 0.01% | 0.01% | 177 | +417 | 12.45% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,593 | 411 | 0.01% | — | 178 | +3,593 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,517 | 402 | 0.04% | 0.03% | 179 | +204 | 6.16% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | No change | 3,500 | 400 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,487 | 399 | 0.01% | 0.01% | 181 | +284 | 8.87% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,351 | 395 | 0.05% | 0.05% | 182 | -87 | -2.53% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Added to | 3,381 | 387 | 0.01% | 0.01% | 183 | +459 | 15.71% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,295 | 386 | 0.0% | 0.0% | 185 | +1,949 | 58.25% | Q4 2025 | Mar 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,379 | 386 | 0.06% | 0.05% | 184 | +686 | 25.47% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | New | 3,265 | 373 | 0.02% | — | 186 | +3,265 | New | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | New | 3,211 | 367 | 0.0% | — | 187 | +3,211 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 3,209 | 367 | 0.0% | 0.0% | 188 | +476 | 17.42% | Q4 2025 | Jan 26, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,162 | 362 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 3,168 | 362 | 0.27% | 0.27% | 190 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SCS Capital Management LLC | History | No change | 3,111 | 356 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retireful, LLC | History | New | 3,107 | 355 | 0.45% | — | 192 | +3,107 | New | Q4 2025 | Jan 15, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,064 | 350 | 0.07% | 0.06% | 193 | +768 | 33.45% | Q4 2025 | Feb 11, 2026 |
| Diligent Investors, LLC | History | Reduced | 3,052 | 349 | 0.09% | 0.09% | 194 | -35 | -1.13% | Q4 2025 | Jan 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,047 | 348 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | New | 2,960 | 338 | 0.0% | — | 196 | +2,960 | New | Q4 2025 | Feb 17, 2026 |
| Main Street Group, LTD | History | Added to | 2,887 | 330 | 0.11% | 0.09% | 197 | +38 | 1.33% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,868 | 328 | 0.01% | 0.01% | 198 | +32 | 1.13% | Q4 2025 | Feb 13, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 2,872 | 328 | 0.25% | 0.24% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,836 | 324 | 0.01% | 0.01% | 200 | -780 | -21.57% | Q4 2025 | Feb 06, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,808 | 321 | 0.24% | 0.25% | 201 | -58 | -2.02% | Q4 2025 | Feb 19, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,802 | 320 | 0.0% | 0.0% | 202 | +353 | 14.41% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,760 | 316 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 2,737 | 313 | 0.05% | — | 204 | +2,737 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop Partners LLC | History | Reduced | 2,704 | 309 | 0.08% | 0.09% | 205 | -26 | -0.95% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | New | 2,688 | 307 | 0.01% | — | 206 | +2,688 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,665 | 305 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | No change | 2,652 | 303 | 0.13% | 0.13% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,624 | 300 | 0.58% | 0.37% | 209 | +2 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Oder Investment Management, LLC | History | Added to | 2,572 | 294 | 0.21% | 0.18% | 210 | +354 | 15.96% | Q4 2025 | Feb 12, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,520 | 288 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| USAdvisors Wealth Management, LLC | History | New | 2,470 | 282 | 0.09% | — | 212 | +2,470 | New | Q4 2025 | Feb 05, 2026 |
| BCS Wealth Management | History | New | 2,418 | 276 | 0.03% | — | 214 | +2,418 | New | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | New | 2,341 | 276 | 0.01% | — | 213 | +2,341 | New | Q4 2025 | Jan 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,380 | 272 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,258 | 258 | 0.07% | — | 218 | +2,258 | New | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | New | 2,251 | 258 | 0.01% | — | 216 | +2,251 | New | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 2,259 | 258 | 0.01% | 0.02% | 217 | -37 | -1.61% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,232 | 255 | 0.0% | 0.0% | 219 | +94 | 4.4% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,216 | 253 | 0.0% | 0.0% | 220 | +4 | 0.18% | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,176 | 249 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,140 | 245 | 0.0% | 0.0% | 222 | +5 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 2,136 | 244 | 0.04% | 0.08% | 223 | -2,136 | -50.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,125 | 243 | 0.01% | — | 224 | +2,125 | New | Q4 2025 | Feb 09, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,025 | 231 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 2,017 | 230 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| M&T BANK CORP | History | Reduced | 2,002 | 229 | 0.0% | 0.0% | 227 | -429 | -17.65% | Q4 2025 | Jan 30, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,996 | 228 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,902 | 225 | 0.02% | 0.02% | 229 | -193 | -9.21% | Q4 2025 | Jan 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,948 | 223 | 0.04% | — | 230 | +1,948 | New | Q4 2025 | Feb 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 1,924 | 220 | 0.2% | — | 231 | +1,924 | New | Q4 2025 | Feb 27, 2026 |
| IFG Advisory, LLC | History | Added to | 1,861 | 213 | 0.01% | 0.01% | 235 | +7 | 0.38% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 1,867 | 213 | 0.01% | 0.01% | 233 | +6 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,862 | 213 | 0.06% | 0.06% | 234 | +6 | 0.32% | Q4 2025 | Jan 09, 2026 |
| Marmo Financial Group, LLC | History | Added to | 1,868 | 213 | 0.1% | 0.1% | 236 | +1 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,866 | 213 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 1,849 | 211 | 0.12% | 0.12% | 237 | +6 | 0.33% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,811 | 207 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | New | 1,781 | 203 | 0.0% | — | 239 | +1,781 | New | Q4 2025 | Jan 12, 2026 |
| LongView Wealth Management | History | New | 1,700 | 200 | 0.05% | — | 240 | +1,700 | New | Q4 2025 | Jan 13, 2026 |
| Pflug Koory, LLC | History | Added to | 1,560 | 178 | 0.08% | 0.08% | 241 | +1 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Capital Analysts, LLC | History | Added to | 1,491 | 171 | 0.01% | 0.0% | 242 | +1,191 | 397.0% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,394 | 159 | 0.06% | — | 243 | +1,394 | New | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,312 | 150 | 0.0% | 0.0% | 244 | -20 | -1.5% | Q4 2025 | Feb 11, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,259 | 144 | 0.08% | 0.09% | 245 | -40 | -3.08% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,256 | 143 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,232 | 141 | 0.05% | 0.05% | 247 | -104 | -7.78% | Q4 2025 | Jan 22, 2026 |
| US BANCORP \DE\ | History | Added to | 1,191 | 136 | 0.0% | 0.0% | 248 | +66 | 5.87% | Q4 2025 | Jan 30, 2026 |
| AlphaCore Capital LLC | History | New | 1,184 | 135 | 0.0% | — | 249 | +1,184 | New | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,117 | 127 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 926 | 106 | 0.0% | 0.0% | 251 | -44 | -4.54% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | New | 771 | 88 | 0.02% | — | 252 | +771 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 760 | 87 | 0.0% | 0.0% | 253 | +115 | 17.83% | Q4 2025 | Feb 06, 2026 |
| Glassman Wealth Services | History | No change | 745 | 85 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 640 | 73 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 65 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | Added to | 562 | 64 | 0.0% | 0.0% | 257 | +46 | 8.91% | Q4 2025 | Feb 13, 2026 |
| ESL Trust Services, LLC | History | No change | 543 | 62 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 528 | 60 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 521 | 59 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 499 | 57 | 0.0% | 0.0% | 262 | -61 | -10.89% | Q4 2025 | Feb 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 500 | 57 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 488 | 55 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 475 | 54 | 0.0% | 0.0% | 264 | +48 | 11.24% | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | No change | 475 | 54 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 411 | 47 | 0.03% | 0.03% | 266 | +1 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 380 | 43 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 341 | 39 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 340 | 38 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 331 | 37 | 0.0% | 0.0% | 270 | +259 | 359.72% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 278 | 31 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SWAN Capital LLC | History | New | 258 | 29 | 0.01% | — | 273 | +258 | New | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 262 | 29 | 0.01% | 0.01% | 272 | -5 | -1.87% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 229 | 26 | 0.0% | — | 274 | +229 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | No change | 231 | 26 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GoalVest Advisory LLC | History | Added to | 223 | 25 | 0.0% | 0.0% | 276 | +174 | 355.1% | Q4 2025 | Jan 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 210 | 24 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Anfield Capital Management, LLC | History | No change | 170 | 19 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 157 | 17 | 0.0% | — | 279 | +157 | New | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 130 | 14 | 0.01% | 0.01% | 280 | -20 | -13.33% | Q4 2025 | Jan 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 119 | 13 | 0.0% | 0.0% | 282 | +20 | 20.2% | Q4 2025 | Jan 28, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 116 | 13 | 0.0% | 0.0% | 281 | +1 | 0.87% | Q4 2025 | Feb 09, 2026 |
| TD Capital Management LLC | History | Added to | 103 | 11 | 0.0% | 0.0% | 284 | +1 | 0.98% | Q4 2025 | Feb 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 104 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 70 | 8 | 0.0% | 0.01% | 287 | -65 | -48.15% | Q4 2025 | Feb 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 75 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 22 | 2 | 0.0% | — | 292 | +22 | New | Q4 2025 | Feb 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 25 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 15 | 1 | 0.0% | — | 293 | +15 | New | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 15 | 1 | 0.0% | — | 297 | +15 | New | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | New | 12 | 1 | 0.0% | — | 296 | +12 | New | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| High Note Wealth, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -494,364 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.83% | — | -59,582 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -5,892 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,417 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,397 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,826 | -100.0% | Q3 2025 | Nov 05, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,472 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,631 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,865 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,040 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -363 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Oct 28, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Nov 03, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Founders Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |