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 | 10,484,128 | 1,204,731 | 0.18% | 0.16% | 1 | +1,482,726 | 16.47% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 6,598,106 | 758,188 | 0.2% | 0.18% | 2 | +727,207 | 12.39% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,951,429 | 454,305 | 0.11% | 0.1% | 3 | +181,051 | 4.8% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,289,045 | 377,944 | 0.02% | 0.02% | 4 | +134,056 | 4.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,194,937 | 252,220 | 0.02% | 0.02% | 5 | +5,552 | 0.25% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,160,662 | 248,281 | 2.1% | 2.09% | 6 | -110,450 | -4.86% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,690,687 | 194,276 | 0.04% | 0.02% | 7 | +705,554 | 71.62% | Q1 2026 | May 05, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 1,677,074 | 192,712 | 14.39% | 14.13% | 8 | +48,750 | 2.99% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Reduced | 1,249,240 | 143,550 | 0.58% | 0.59% | 9 | -12,410 | -0.98% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,202,494 | 138,204 | 0.2% | 0.2% | 10 | +1,042 | 0.09% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,091,140 | 125,382 | 0.13% | 0.11% | 11 | +221,983 | 25.54% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,009,372 | 115,986 | 0.04% | 0.03% | 12 | +114,971 | 12.85% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 988,544 | 111,516 | 0.05% | 0.06% | 13 | +198,358 | 25.1% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 806,482 | 92,672 | 0.13% | 0.12% | 14 | +47,034 | 6.19% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 785,747 | 90,290 | 0.02% | 0.02% | 15 | +11,058 | 1.43% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 695,950 | 79,972 | 2.1% | 0.0% | 16 | +694,459 | 46576.73% | Q1 2026 | May 14, 2026 |
| Kozak & Associates, Inc. | History | Added to | 586,597 | 69,951 | 13.64% | 13.12% | 17 | +11,573 | 2.01% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 532,466 | 60,967 | 0.39% | 0.28% | 18 | +179,821 | 50.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 527,361 | 60,599 | 0.01% | 0.01% | 19 | -14,008 | -2.59% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 468,418 | 53,825 | 0.2% | 0.2% | 20 | +39,736 | 9.27% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 385,638 | 44,313 | 0.06% | 0.06% | 21 | +1,881 | 0.49% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 329,029 | 37,808 | 1.81% | 1.67% | 22 | +26,672 | 8.82% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 318,852 | 36,639 | 8.42% | 8.27% | 23 | +6,305 | 2.02% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 297,540 | 34,190 | 0.01% | 0.01% | 24 | +139,778 | 88.6% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 295,565 | 33,842 | 0.6% | 0.6% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 293,576 | 33,734 | 0.16% | 0.14% | 26 | +38,793 | 15.23% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 287,407 | 33,025 | 0.02% | 0.02% | 27 | +10,881 | 3.93% | Q1 2026 | May 07, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 284,639 | 32,707 | 11.83% | 11.75% | 28 | +11,399 | 4.17% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | Added to | 264,701 | 30,416 | 3.33% | 4.67% | 29 | +23,252 | 9.63% | Q1 2026 | May 07, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 256,235 | 29,444 | 5.23% | 5.0% | 30 | +20,318 | 8.61% | Q1 2026 | Apr 22, 2026 |
| Everest Financial Group LLC | History | Added to | 249,841 | 28,709 | 4.73% | 6.12% | 31 | +10,880 | 4.55% | Q1 2026 | May 15, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 243,712 | 28,004 | 7.71% | 5.53% | 32 | +77,853 | 46.94% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 234,702 | 26,969 | 0.86% | 0.66% | 33 | -99,784 | -29.83% | Q1 2026 | Apr 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 213,662 | 24,551 | 0.0% | 0.0% | 34 | +41,235 | 23.91% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 209,642 | 24,090 | 1.44% | 1.4% | 35 | +3,889 | 1.89% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 198,206 | 22,775 | 4.14% | 3.67% | 36 | +15,313 | 8.37% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 196,050 | 22,528 | 0.03% | 0.03% | 37 | -6,905 | -3.4% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 193,233 | 22,204 | 0.12% | 0.11% | 38 | +18,545 | 10.62% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 188,740 | 21,688 | 0.16% | 0.16% | 39 | +13,492 | 7.7% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 184,688 | 21,222 | 0.06% | 0.05% | 40 | -6,930 | -3.62% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | New | 175,327 | 20,146 | 0.22% | — | 41 | +175,327 | New | Q1 2026 | May 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 169,173 | 19,439 | 5.03% | 3.78% | 42 | +40,447 | 31.42% | Q1 2026 | Apr 08, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 168,293 | 19,338 | 6.65% | 6.48% | 43 | +8,689 | 5.44% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 162,546 | 18,304 | 0.0% | 0.0% | 44 | +17,611 | 12.15% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 158,316 | 18,192 | 0.05% | 0.04% | 45 | +27,652 | 21.16% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 158,033 | 18,159 | 0.55% | 0.66% | 46 | +2,014 | 1.29% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 157,708 | 18,122 | 0.21% | 0.18% | 47 | +18,828 | 13.56% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 152,833 | 17,562 | 0.27% | 0.26% | 48 | +40,752 | 36.36% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 152,054 | 17,473 | 0.0% | 0.0% | 49 | +13,869 | 10.04% | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 145,078 | 16,670 | 3.75% | 3.28% | 50 | +23,146 | 18.98% | Q1 2026 | Apr 22, 2026 |
| LeClair Wealth Partners LLC | History | New | 140,791 | 16,178 | 5.59% | — | 52 | +140,791 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 140,791 | 16,178 | 5.59% | 5.88% | 51 | -1,884 | -1.32% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 128,084 | 14,718 | 0.05% | 0.02% | 53 | +91,854 | 253.53% | Q1 2026 | Jun 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 121,344 | 13,943 | 0.15% | 0.04% | 54 | +88,619 | 270.8% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 120,694 | 13,868 | 0.3% | 0.13% | 55 | +64,599 | 115.16% | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | Added to | 105,806 | 12,158 | 4.35% | 4.2% | 56 | +2,808 | 2.73% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 105,073 | 12,073 | 0.23% | 0.21% | 57 | +13,702 | 15.0% | Q1 2026 | Apr 14, 2026 |
| Petix & Botte Co | History | Added to | 102,976 | 11,832 | 2.64% | 2.39% | 58 | +10,808 | 11.73% | Q1 2026 | Apr 30, 2026 |
| Sonoma Allocations LLC | History | Reduced | 97,079 | 11,284 | 3.9% | 4.04% | 59 | -5,658 | -5.51% | Q1 2026 | May 19, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 93,169 | 10,706 | 0.83% | 0.76% | 60 | +9,410 | 11.23% | Q1 2026 | May 07, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 85,150 | 10,538 | 2.25% | 2.61% | 61 | -13,580 | -13.75% | Q1 2026 | May 01, 2026 |
| TFR Capital, LLC. | History | Added to | 90,373 | 10,384 | 3.19% | 3.41% | 62 | +560 | 0.62% | Q1 2026 | May 04, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 79,036 | 9,082 | 5.85% | 5.49% | 63 | +8,713 | 12.39% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 78,736 | 9,047 | 0.01% | 0.01% | 64 | +15,588 | 24.68% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 78,687 | 9,041 | 2.12% | 2.11% | 65 | +2,408 | 3.16% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 74,798 | 8,595 | 0.2% | 0.2% | 66 | +3,730 | 5.25% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 73,596 | 8,456 | 0.1% | 0.1% | 67 | +2,948 | 4.17% | Q1 2026 | May 08, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 72,877 | 8,374 | 0.44% | 0.45% | 68 | +1,874 | 2.64% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 78,707 | 8,363 | 1.72% | 1.64% | 69 | +6,190 | 8.54% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 67,427 | 7,747 | 3.97% | 4.0% | 70 | +1,197 | 1.81% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | Reduced | 66,814 | 7,677 | 0.28% | 0.35% | 71 | -93 | -0.14% | Q1 2026 | May 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 65,271 | 7,500 | 0.09% | 0.1% | 72 | -6,201 | -8.68% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 64,791 | 7,445 | 0.01% | 0.01% | 73 | +20,176 | 45.22% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 64,752 | 7,440 | 0.04% | 0.04% | 74 | +541 | 0.84% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 63,910 | 7,343 | 0.01% | 0.0% | 75 | +29,815 | 87.45% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 58,699 | 6,745 | 0.08% | 0.15% | 76 | -55,252 | -48.49% | Q1 2026 | Apr 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 56,976 | 6,549 | 1.44% | 1.38% | 77 | +2,172 | 3.96% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 55,082 | 6,329 | 0.3% | 0.33% | 78 | -5,374 | -8.89% | Q1 2026 | Apr 28, 2026 |
| Avestar Capital, LLC | History | Added to | 53,045 | 6,095 | 0.39% | 0.39% | 79 | +1,055 | 2.03% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Added to | 51,825 | 5,955 | 0.34% | 0.34% | 80 | +66 | 0.13% | Q1 2026 | May 04, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 50,787 | 5,835 | 1.67% | 1.7% | 81 | +36 | 0.07% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 49,548 | 5,727 | 0.01% | 0.01% | 82 | -43,567 | -46.79% | Q1 2026 | Apr 08, 2026 |
| Intrua Financial, LLC | History | Added to | 49,521 | 5,690 | 0.59% | 0.53% | 83 | +5,499 | 12.49% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 48,701 | 5,596 | 0.03% | 0.03% | 84 | +4,932 | 11.27% | Q1 2026 | May 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 46,687 | 5,364 | 1.78% | 1.94% | 85 | +146 | 0.31% | Q1 2026 | May 12, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 46,355 | 5,326 | 2.91% | 2.98% | 86 | -7,192 | -13.43% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 46,306 | 5,321 | 0.01% | 0.01% | 87 | -40 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 45,355 | 5,211 | 1.49% | 1.56% | 88 | -2,397 | -5.02% | Q1 2026 | Apr 17, 2026 |
| WJ Wealth Management, LLC | History | New | 43,168 | 4,960 | 2.32% | — | 89 | +43,168 | New | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | Reduced | 42,548 | 4,889 | 0.38% | 0.38% | 90 | -895 | -2.06% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 42,232 | 4,852 | 0.25% | 0.26% | 91 | +269 | 0.64% | Q1 2026 | Apr 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 42,125 | 4,841 | 0.39% | 0.38% | 92 | -217 | -0.51% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 41,191 | 4,733 | 0.27% | 0.25% | 93 | +2,993 | 7.84% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 40,705 | 4,677 | 2.17% | 1.48% | 94 | +10,847 | 36.33% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 40,377 | 4,639 | 0.01% | 0.0% | 95 | +17,160 | 73.91% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 39,242 | 4,509 | 0.36% | 0.36% | 96 | -880 | -2.19% | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 38,976 | 4,479 | 0.01% | 0.01% | 97 | +14,613 | 59.98% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 38,506 | 4,424 | 0.07% | 0.07% | 98 | +790 | 2.09% | Q1 2026 | Apr 27, 2026 |
| Forge Financial Services LLC | History | Reduced | 38,491 | 4,423 | 0.45% | 1.89% | 99 | -59 | -0.15% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,885 | 4,353 | 0.03% | 0.03% | 100 | +17,627 | 87.01% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 37,578 | 4,317 | 3.63% | 3.46% | 101 | +2,243 | 6.35% | Q1 2026 | Apr 22, 2026 |
| Autumn Glory Partners, LLC | History | New | 37,234 | 4,278 | 1.57% | — | 102 | +37,234 | New | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 36,312 | 4,172 | 0.0% | 0.0% | 103 | -59 | -0.16% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 35,816 | 4,115 | 0.26% | 0.24% | 104 | +5,015 | 16.28% | Q1 2026 | May 15, 2026 |
| PAX Financial Group, LLC | History | New | 33,505 | 3,850 | 0.66% | — | 105 | +33,505 | New | Q1 2026 | Apr 27, 2026 |
| Ignite Planners, LLC | History | Reduced | 33,001 | 3,792 | 0.59% | 0.6% | 106 | -141 | -0.43% | Q1 2026 | Apr 17, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 32,518 | 3,736 | 0.54% | 0.53% | 107 | -136 | -0.42% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 31,351 | 3,602 | 0.08% | 0.06% | 108 | +9,075 | 40.74% | Q1 2026 | May 15, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 31,123 | 3,576 | 2.13% | 1.43% | 109 | +12,820 | 70.04% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 28,857 | 3,315 | 0.08% | 0.16% | 110 | -511 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 28,819 | 3,311 | 0.04% | 0.05% | 111 | -449 | -1.53% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,618 | 3,058 | 0.04% | 0.03% | 112 | +8,637 | 48.03% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | New | 25,529 | 2,933 | 0.06% | — | 113 | +25,529 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 24,980 | 2,870 | 0.07% | 0.07% | 114 | -124 | -0.49% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,681 | 2,836 | 0.01% | 0.0% | 115 | +173 | 0.71% | Q1 2026 | May 01, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 23,803 | 2,735 | 1.49% | 1.09% | 116 | +6,364 | 36.49% | Q1 2026 | Apr 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 22,778 | 2,617 | 0.15% | 0.13% | 117 | +3,070 | 15.58% | Q1 2026 | Apr 30, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 21,844 | 2,510 | 0.26% | 0.26% | 118 | -355 | -1.6% | Q1 2026 | May 04, 2026 |
| TCFG Investment Advisors, LLC | History | New | 21,791 | 2,504 | 0.94% | — | 120 | +21,791 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 21,791 | 2,504 | 0.94% | 0.94% | 119 | +666 | 3.15% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 21,284 | 2,445 | 0.83% | 0.82% | 121 | +394 | 1.89% | Q1 2026 | Apr 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,921 | 2,404 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 20,639 | 2,371 | 0.87% | 0.59% | 123 | +6,754 | 48.64% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,436 | 2,348 | 0.03% | 0.01% | 124 | +15,434 | 308.56% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 19,137 | 2,199 | 0.36% | 0.16% | 125 | +8,894 | 86.83% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 18,911 | 2,173 | 1.65% | 1.4% | 126 | +2,215 | 13.27% | Q1 2026 | May 08, 2026 |
| E&G Advisors, LP | History | Added to | 18,743 | 2,153 | 0.48% | 0.47% | 127 | +260 | 1.41% | Q1 2026 | Apr 21, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 18,553 | 2,131 | 1.06% | 1.07% | 128 | -375 | -1.98% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,328 | 2,106 | 0.03% | 0.03% | 129 | +1,716 | 10.33% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 17,872 | 2,053 | 0.0% | 0.0% | 130 | +1,953 | 12.27% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,261 | 1,983 | 0.1% | 0.12% | 131 | -2,042 | -10.58% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 17,086 | 1,958 | 0.01% | 0.01% | 132 | -1,149 | -6.3% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 16,613 | 1,909 | 0.21% | 0.22% | 133 | -1,803 | -9.79% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | New | 16,410 | 1,891 | 0.03% | — | 134 | +16,410 | New | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 16,221 | 1,864 | 0.0% | — | 135 | +16,221 | New | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,903 | 1,827 | 0.1% | 0.31% | 136 | -32,171 | -66.92% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,884 | 1,825 | 0.12% | 0.11% | 137 | +903 | 6.03% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 15,470 | 1,777 | 0.0% | 0.0% | 138 | +1,642 | 11.87% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,703 | 1,689 | 0.03% | 0.03% | 139 | +1,504 | 11.39% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 14,609 | 1,678 | 0.44% | 0.38% | 140 | +2,792 | 23.63% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 14,538 | 1,670 | 0.02% | 0.02% | 141 | -1,308 | -8.25% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,890 | 1,596 | 0.03% | 0.01% | 142 | +11,022 | 384.31% | Q1 2026 | May 18, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 13,511 | 1,568 | 0.17% | 0.52% | 144 | -17,203 | -56.01% | Q1 2026 | Apr 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,649 | 1,568 | 0.05% | 0.0% | 143 | +12,337 | 940.32% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,572 | 1,559 | 0.09% | 0.09% | 145 | +6,943 | 104.74% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,354 | 1,538 | 0.01% | 0.02% | 146 | +77 | 0.58% | Q1 2026 | Apr 07, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 13,220 | 1,519 | 0.13% | 0.11% | 147 | +1,569 | 13.47% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 13,164 | 1,512 | 0.09% | — | 148 | +13,164 | New | Q1 2026 | Apr 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 13,046 | 1,499 | 0.06% | — | 149 | +13,046 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 12,461 | 1,431 | 0.11% | — | 150 | +12,461 | New | Q1 2026 | Apr 30, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 12,338 | 1,417 | 0.28% | 0.3% | 151 | -76 | -0.61% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,021 | 1,381 | 0.05% | 0.03% | 152 | +228 | 1.93% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 11,219 | 1,284 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,076 | 1,272 | 0.0% | — | 154 | +11,076 | New | Q1 2026 | May 01, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 10,899 | 1,252 | 0.0% | — | 155 | +10,899 | New | Q1 2026 | May 14, 2026 |
| Secure Asset Management, LLC | History | Added to | 10,738 | 1,233 | 0.2% | 0.17% | 156 | +1,287 | 13.62% | Q1 2026 | Apr 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 10,729 | 1,232 | 0.81% | 0.76% | 157 | +298 | 2.86% | Q1 2026 | May 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,675 | 1,226 | 0.36% | 0.35% | 158 | +349 | 3.38% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,631 | 1,221 | 0.04% | 0.04% | 159 | -144 | -1.34% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,533 | 1,210 | 0.02% | 0.01% | 160 | +7,046 | 202.06% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 10,222 | 1,174 | 0.32% | 0.38% | 161 | -2,265 | -18.14% | Q1 2026 | May 12, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 10,161 | 1,167 | 0.31% | 0.72% | 163 | -12,422 | -55.01% | Q1 2026 | May 05, 2026 |
| Fiera Capital Corp | History | No change | 10,158 | 1,167 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 10,130 | 1,164 | 0.0% | 0.0% | 164 | +1,550 | 18.07% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,770 | 1,122 | 0.04% | 0.04% | 165 | -200 | -2.01% | Q1 2026 | May 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 9,627 | 1,106 | 0.17% | 0.05% | 166 | +6,890 | 251.74% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | New | 9,474 | 1,088 | 0.06% | — | 167 | +9,474 | New | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,443 | 1,085 | 0.0% | — | 168 | +9,443 | New | Q1 2026 | May 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 9,146 | 1,050 | 0.08% | 0.07% | 169 | +45 | 0.49% | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,038 | 1,038 | 0.04% | 0.04% | 170 | +377 | 4.35% | Q1 2026 | Apr 28, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 8,920 | 1,024 | 1.03% | — | 171 | +8,920 | New | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Added to | 8,784 | 1,009 | 0.18% | 0.15% | 172 | +1,649 | 23.11% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,384 | 963 | 0.03% | 0.03% | 173 | -132 | -1.55% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 7,978 | 916 | 0.03% | — | 174 | +7,978 | New | Q1 2026 | May 14, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 7,507 | 862 | 0.56% | 0.44% | 175 | +1,899 | 33.86% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,479 | 859 | 0.0% | 0.0% | 176 | +1,090 | 17.06% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,362 | 845 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Marshall Financial Group, LLC | History | Added to | 7,340 | 843 | 0.13% | 0.16% | 178 | +46 | 0.63% | Q1 2026 | Apr 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 6,600 | 758 | 0.06% | 0.05% | 179 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,432 | 741 | 0.04% | 0.03% | 180 | +298 | 4.86% | Q1 2026 | May 12, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 6,444 | 740 | 0.79% | 0.83% | 181 | -5,854 | -47.6% | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | Added to | 6,284 | 722 | 0.0% | 0.0% | 182 | +1,969 | 45.63% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 6,281 | 721 | 0.06% | 0.06% | 183 | +5 | 0.08% | Q1 2026 | May 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,145 | 706 | 0.0% | 0.0% | 184 | -504 | -7.58% | Q1 2026 | May 05, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 6,141 | 705 | 0.15% | 0.12% | 185 | +1,278 | 26.28% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | New | 5,791 | 665 | 0.02% | — | 186 | +5,791 | New | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 5,450 | 626 | 0.02% | 0.01% | 187 | +1,684 | 44.72% | Q1 2026 | May 04, 2026 |
| Altium Investment Strategies LLC | History | New | 5,245 | 620 | 1.82% | — | 189 | +5,245 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,245 | 620 | 0.07% | 0.08% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 5,266 | 605 | 0.08% | 0.08% | 190 | -84 | -1.57% | Q1 2026 | May 04, 2026 |
| MOR Wealth Management, LLC | History | Reduced | 5,263 | 604 | 0.28% | 0.3% | 191 | -483 | -8.41% | Q1 2026 | Apr 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 5,144 | 591 | 0.03% | 0.04% | 192 | -603 | -10.49% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,110 | 587 | 0.02% | 0.01% | 193 | +2,859 | 127.01% | Q1 2026 | Apr 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,968 | 570 | 0.03% | 0.01% | 194 | +2,280 | 84.82% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,859 | 558 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,854 | 557 | 0.07% | 0.07% | 196 | -41 | -0.84% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,772 | 548 | 0.0% | 0.0% | 197 | -1,572 | -24.78% | Q1 2026 | May 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 4,691 | 539 | 0.18% | 0.21% | 198 | +5 | 0.11% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,538 | 521 | 0.0% | 0.0% | 199 | -377 | -7.67% | Q1 2026 | May 15, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,522 | 519 | 0.17% | 0.2% | 200 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Alteri Wealth LLC | History | New | 4,407 | 506 | 0.16% | — | 201 | +4,407 | New | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | New | 4,377 | 502 | 0.03% | — | 202 | +4,377 | New | Q1 2026 | Apr 17, 2026 |
| RFG Advisory, LLC | History | Added to | 4,168 | 478 | 0.01% | 0.01% | 203 | +787 | 23.28% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 4,046 | 464 | 0.0% | 0.0% | 204 | +837 | 26.08% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,800 | 436 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 3,504 | 426 | 0.03% | — | 206 | +3,504 | New | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,700 | 425 | 0.01% | 0.0% | 207 | +1,468 | 65.77% | Q1 2026 | Apr 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,599 | 413 | 0.07% | 0.06% | 209 | +220 | 6.51% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,601 | 413 | 0.0% | 0.01% | 208 | +8 | 0.22% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,510 | 403 | 0.04% | 0.04% | 210 | -7 | -0.2% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | No change | 3,500 | 402 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,265 | 375 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,223 | 370 | 0.0% | 0.0% | 213 | +12 | 0.37% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,204 | 368 | 0.01% | — | 214 | +3,204 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,195 | 367 | 0.0% | 0.0% | 215 | +530 | 19.89% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 3,182 | 365 | 0.18% | 0.17% | 216 | +20 | 0.63% | Q1 2026 | May 07, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 3,168 | 364 | 0.28% | 0.27% | 217 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SCS Capital Management LLC | History | No change | 3,111 | 357 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,086 | 354 | 0.04% | 0.05% | 219 | -265 | -7.91% | Q1 2026 | Apr 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,047 | 350 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diligent Investors, LLC | History | Reduced | 3,022 | 347 | 0.09% | 0.09% | 221 | -30 | -0.98% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,997 | 344 | 0.0% | 0.0% | 222 | +1,880 | 168.31% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,964 | 340 | 0.01% | 0.01% | 223 | -1,088 | -26.85% | Q1 2026 | Apr 22, 2026 |
| Michels Family Financial, LLC | History | Added to | 2,943 | 338 | 0.24% | 0.24% | 224 | +135 | 4.81% | Q1 2026 | Apr 24, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 2,872 | 330 | 0.24% | 0.25% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,846 | 327 | 0.01% | 0.01% | 226 | +10 | 0.35% | Q1 2026 | Apr 15, 2026 |
| Main Street Group, LTD | History | Reduced | 2,803 | 322 | 0.09% | 0.11% | 227 | -84 | -2.91% | Q1 2026 | May 06, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,758 | 317 | 0.06% | 0.07% | 229 | -306 | -9.99% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,760 | 317 | 0.01% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,698 | 310 | 0.56% | 0.58% | 230 | +74 | 2.82% | Q1 2026 | Apr 14, 2026 |
| Hilltop Partners LLC | History | Reduced | 2,693 | 309 | 0.08% | 0.08% | 231 | -11 | -0.41% | Q1 2026 | May 12, 2026 |
| Aspect Partners, LLC | History | No change | 2,652 | 304 | 0.12% | 0.13% | 232 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 2,658 | 299 | 0.1% | 0.09% | 233 | +188 | 7.61% | Q1 2026 | Apr 27, 2026 |
| Oder Investment Management, LLC | History | Added to | 2,577 | 296 | 0.23% | 0.21% | 234 | +5 | 0.19% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,520 | 289 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Added to | 2,501 | 287 | 0.02% | 0.01% | 236 | +634 | 33.96% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,404 | 277 | 0.01% | 0.01% | 237 | +63 | 2.69% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,380 | 273 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,306 | 264 | 0.0% | 0.0% | 239 | +525 | 29.48% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,221 | 255 | 0.0% | 0.0% | 240 | +5 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 2,197 | 252 | 0.01% | 0.01% | 241 | -62 | -2.74% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,176 | 250 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 2,709 | 249 | 0.16% | 0.08% | 243 | +1,450 | 115.17% | Q1 2026 | May 12, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 2,156 | 247 | 0.13% | — | 244 | +2,156 | New | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,146 | 246 | 0.0% | 0.0% | 245 | +6 | 0.28% | Q1 2026 | Apr 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,133 | 245 | 0.01% | 0.01% | 246 | +8 | 0.38% | Q1 2026 | May 11, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,136 | 245 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McHugh Group, LLC | History | New | 2,080 | 239 | 0.14% | — | 248 | +2,080 | New | Q1 2026 | Apr 17, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,025 | 232 | 0.08% | 0.07% | 249 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 1,869 | 231 | 0.02% | 0.02% | 250 | -33 | -1.74% | Q1 2026 | May 01, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 2,017 | 231 | 0.03% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Argent Trust Co | History | New | 2,009 | 230 | 0.01% | — | 254 | +2,009 | New | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | New | 2,008 | 230 | 0.0% | — | 253 | +2,008 | New | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | No change | 2,002 | 230 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,992 | 228 | 0.01% | — | 256 | +1,992 | New | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,996 | 228 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | New | 1,898 | 218 | 0.01% | — | 257 | +1,898 | New | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,869 | 214 | 0.06% | 0.06% | 258 | +7 | 0.38% | Q1 2026 | Apr 17, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 1,856 | 213 | 0.12% | 0.12% | 259 | +7 | 0.38% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 1,849 | 212 | 0.11% | — | 260 | +1,849 | New | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | New | 1,839 | 211 | 0.01% | — | 261 | +1,839 | New | Q1 2026 | May 11, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 1,828 | 210 | 0.1% | 0.1% | 262 | -40 | -2.14% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,811 | 208 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | New | 1,799 | 206 | 0.01% | — | 264 | +1,799 | New | Q1 2026 | May 11, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | New | 1,774 | 203 | 0.16% | — | 266 | +1,774 | New | Q1 2026 | May 11, 2026 |
| LongView Wealth Management | History | No change | 1,700 | 203 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Zhang Financial LLC | History | New | 1,741 | 200 | 0.01% | — | 267 | +1,741 | New | Q1 2026 | May 06, 2026 |
| Pflug Koory, LLC | History | Added to | 1,562 | 179 | 0.08% | 0.08% | 268 | +2 | 0.13% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,541 | 177 | 0.0% | 0.0% | 269 | +781 | 102.76% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 1,340 | 153 | 0.0% | 0.0% | 270 | +778 | 138.43% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,306 | 150 | 0.01% | 0.01% | 271 | +50 | 3.98% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,225 | 140 | 0.0% | 0.0% | 272 | +34 | 2.85% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 1,184 | 136 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,157 | 132 | 0.05% | 0.05% | 274 | -75 | -6.09% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,093 | 125 | 0.0% | — | 275 | +1,093 | New | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 1,077 | 123 | 0.05% | 0.06% | 276 | -317 | -22.74% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,036 | 119 | 0.0% | — | 277 | +1,036 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 953 | 109 | 0.0% | 0.0% | 278 | +478 | 100.63% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | No change | 926 | 106 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 826 | 94 | 0.0% | — | 280 | +826 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Added to | 784 | 90 | 0.02% | 0.02% | 281 | +13 | 1.69% | Q1 2026 | May 01, 2026 |
| Glassman Wealth Services | History | No change | 745 | 85 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 674 | 83 | 0.04% | 0.02% | 283 | +333 | 97.65% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 644 | 74 | 0.0% | 0.0% | 284 | +366 | 131.65% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 640 | 73 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 70 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 600 | 68 | 0.01% | 0.0% | 287 | +500 | 500.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 573 | 65 | 0.0% | 0.0% | 288 | +242 | 73.11% | Q1 2026 | May 11, 2026 |
| ESL Trust Services, LLC | History | No change | 543 | 62 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 528 | 60 | 0.0% | — | 291 | +528 | New | Q1 2026 | May 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 528 | 60 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 521 | 59 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 500 | 57 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | No change | 499 | 57 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 488 | 56 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | No change | 475 | 54 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Added to | 431 | 49 | 0.01% | 0.01% | 297 | +51 | 13.42% | Q1 2026 | Apr 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 340 | 39 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GoalVest Advisory LLC | History | Added to | 332 | 38 | 0.01% | 0.0% | 299 | +109 | 48.88% | Q1 2026 | Apr 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 299 | 34 | 0.0% | — | 300 | +299 | New | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 260 | 29 | 0.0% | — | 301 | +260 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 229 | 26 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | No change | 231 | 26 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 210 | 24 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 170 | 19 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 161 | 18 | 0.0% | — | 307 | +161 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 157 | 18 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 130 | 14 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 120 | 13 | 0.0% | 0.0% | 310 | +1 | 0.84% | Q1 2026 | May 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 116 | 13 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | New | 110 | 12 | 0.0% | — | 311 | +110 | New | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 104 | 11 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 103 | 11 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Reduced | 72 | 8 | 0.0% | 0.01% | 314 | -190 | -72.52% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 75 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 64 | 7 | 0.0% | — | 317 | +64 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 66 | 7 | 0.0% | 0.0% | 316 | +31 | 88.57% | Q1 2026 | Apr 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 46 | 5 | 0.0% | — | 318 | +46 | New | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 41 | 4 | 0.0% | 0.0% | 320 | +16 | 64.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 20 | 2 | 0.0% | — | 322 | +20 | New | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 15 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -75,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,250 | -100.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,900 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,697 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -3,107 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,960 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,802 | -100.0% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,418 | -100.0% | Q1 2026 | Apr 17, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,258 | -100.0% | Q1 2026 | May 07, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,948 | -100.0% | Q1 2026 | Apr 21, 2026 |
| OakTrust Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,924 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,866 | -100.0% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,861 | -100.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -411 | -100.0% | Q1 2026 | May 13, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -258 | -100.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| Founders Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |