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 | No change | 10,557,671 | 1,348,848 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,638,080 | 848,081 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,724,055 | 475,787 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,340,730 | 426,811 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,261,592 | 288,940 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,212,489 | 284,703 | 2.15% | 2.06% | 6 | +57,692 | 2.68% | Q3 2026 | Oct 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,802,268 | 231,915 | 0.04% | 0.04% | 7 | +61,786 | 3.55% | Q3 2026 | Nov 05, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 1,659,446 | 213,537 | 14.15% | 14.15% | 8 | -7,030 | -0.42% | Q3 2026 | Nov 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,231,922 | 157,464 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,195,593 | 152,749 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,147,741 | 146,668 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 957,224 | 122,294 | 0.52% | 0.52% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 942,746 | 120,445 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 872,105 | 111,420 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 839,911 | 108,079 | 0.14% | 0.13% | 15 | +7,359 | 0.88% | Q3 2026 | Nov 02, 2026 |
| Capital Analysts, LLC | History | No change | 688,862 | 88,009 | 2.03% | 2.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 644,734 | 82,371 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 537,165 | 68,628 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 456,748 | 58,354 | 0.27% | 0.27% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 423,720 | 54,134 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 393,280 | 50,607 | 0.14% | 0.14% | 21 | +64,393 | 19.58% | Q3 2026 | Nov 02, 2026 |
| Cerity Partners LLC | History | No change | 381,264 | 48,710 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | Added to | 367,583 | 47,300 | 1.97% | 1.92% | 23 | +14,024 | 3.97% | Q3 2026 | Oct 20, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 335,973 | 43,232 | 9.76% | 9.54% | 24 | +13,513 | 4.19% | Q3 2026 | Oct 14, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 315,162 | 42,367 | 7.67% | 7.44% | 25 | -18,601 | -5.57% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 296,838 | 37,924 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 291,325 | 37,219 | 12.01% | 12.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 272,048 | 34,756 | 0.53% | 0.53% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 257,396 | 33,121 | 3.84% | 3.0% | 29 | +157,312 | 157.18% | Q3 2026 | Oct 19, 2026 |
| Everest Financial Group LLC | History | No change | 252,019 | 32,197 | 4.36% | 4.36% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 242,677 | 31,227 | 4.67% | 4.47% | 31 | +15,519 | 6.83% | Q3 2026 | Oct 20, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 233,574 | 30,056 | 6.26% | 6.2% | 32 | -24 | -0.01% | Q3 2026 | Oct 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 232,211 | 29,667 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 228,455 | 29,187 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 220,661 | 28,395 | 0.06% | 0.05% | 35 | +36,764 | 19.99% | Q3 2026 | Nov 02, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 220,752 | 28,203 | 1.35% | 1.35% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 205,291 | 26,227 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 201,381 | 25,728 | 3.8% | 3.8% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 193,496 | 24,721 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CX Institutional | History | Added to | 189,765 | 24,419 | 0.66% | 0.34% | 40 | +98,567 | 108.08% | Q3 2026 | Oct 02, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 175,559 | 22,429 | 6.42% | 6.42% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verdence Capital Advisors LLC | History | New | 170,313 | 21,915 | 0.93% | — | 42 | +170,313 | New | Q3 2026 | Oct 26, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 162,868 | 20,808 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 159,636 | 20,395 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 156,667 | 20,050 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 154,672 | 19,903 | 0.64% | 0.67% | 46 | -1,719 | -1.1% | Q3 2026 | Nov 04, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 151,648 | 19,514 | 3.49% | 3.15% | 47 | -31,760 | -17.32% | Q3 2026 | Oct 20, 2026 |
| Aspire Capital Advisors LLC | History | No change | 149,668 | 19,121 | 3.72% | 3.72% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Water Asset Management | History | Reduced | 142,294 | 18,310 | 5.92% | 5.88% | 49 | -215 | -0.15% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 142,225 | 18,171 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 142,067 | 18,150 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 136,309 | 17,540 | 3.76% | 4.56% | 52 | -37,007 | -21.35% | Q3 2026 | Oct 09, 2026 |
| Ancora Advisors LLC | History | No change | 132,040 | 16,869 | 0.32% | 0.32% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petix & Botte Co | History | No change | 109,836 | 14,032 | 2.82% | 2.82% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 109,118 | 13,984 | 1.48% | 1.84% | 55 | +11,686 | 11.99% | Q3 2026 | Oct 26, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 98,432 | 12,666 | 0.74% | 0.75% | 56 | +1,787 | 1.85% | Q3 2026 | Nov 05, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 92,726 | 12,448 | 2.63% | 2.42% | 57 | +3,250 | 3.63% | Q3 2026 | Oct 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 90,450 | 11,639 | 0.48% | 0.5% | 58 | -157,699 | -63.55% | Q3 2026 | Oct 21, 2026 |
| TFR Capital, LLC. | History | No change | 90,925 | 11,616 | 3.27% | 3.27% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 86,318 | 11,027 | 6.01% | 6.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 83,090 | 10,615 | 3.36% | 3.36% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 81,131 | 10,365 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75,076 | 9,591 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 79,791 | 9,407 | 1.96% | 1.79% | 64 | +676 | 0.85% | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 73,048 | 9,399 | 0.09% | 0.09% | 65 | +1,068 | 1.48% | Q3 2026 | Oct 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 72,662 | 9,350 | 0.45% | 0.44% | 66 | -215 | -0.3% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 69,322 | 8,856 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 68,211 | 8,699 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 67,980 | 8,685 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | Added to | 67,365 | 8,668 | 3.53% | 2.32% | 70 | +21,292 | 46.21% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65,611 | 8,382 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 63,756 | 8,145 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 62,100 | 7,933 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 57,630 | 7,415 | 0.28% | 0.28% | 74 | +2,568 | 4.66% | Q3 2026 | Oct 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 55,368 | 7,124 | 1.68% | 1.7% | 75 | +1,085 | 2.0% | Q3 2026 | Oct 20, 2026 |
| Colonial River Investments, LLC | History | Added to | 55,204 | 7,103 | 1.83% | 1.84% | 76 | +4,484 | 8.84% | Q3 2026 | Oct 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 54,632 | 7,030 | 0.08% | 0.09% | 77 | -6,213 | -10.21% | Q3 2026 | Oct 30, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 54,571 | 6,971 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxford Wealth Group, LLC | History | No change | 54,367 | 6,945 | 3.11% | 3.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 52,520 | 6,927 | 0.01% | 0.01% | 80 | +310 | 0.59% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 53,259 | 6,804 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 51,874 | 6,627 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intrua Financial, LLC | History | Reduced | 50,842 | 6,542 | 0.61% | 0.61% | 83 | -1,426 | -2.73% | Q3 2026 | Oct 28, 2026 |
| Avestar Capital, LLC | History | Reduced | 49,704 | 6,395 | 0.51% | 0.4% | 84 | -6,585 | -11.7% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 49,888 | 6,373 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 48,637 | 6,258 | 0.01% | 0.01% | 86 | +1,237 | 2.61% | Q3 2026 | Oct 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 47,673 | 6,134 | 2.43% | 2.32% | 87 | +1,714 | 3.73% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 45,284 | 6,036 | 0.27% | 0.25% | 88 | +2,011 | 4.65% | Q3 2026 | Oct 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 46,460 | 5,978 | 1.15% | 1.13% | 89 | +937 | 2.06% | Q3 2026 | Oct 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 44,046 | 5,667 | 1.57% | 1.41% | 90 | +5,009 | 12.83% | Q3 2026 | Oct 26, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 43,942 | 5,614 | 1.02% | 1.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 43,613 | 5,612 | 1.3% | 1.51% | 92 | -3,772 | -7.96% | Q3 2026 | Oct 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 43,507 | 5,558 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| E&G Advisors, LLC | History | Added to | 42,985 | 5,531 | 1.06% | 0.69% | 94 | +14,962 | 53.39% | Q3 2026 | Oct 13, 2026 |
| RVW Wealth, LLC | History | No change | 42,754 | 5,501 | 0.35% | 0.36% | 95 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 42,335 | 5,408 | 0.36% | 0.36% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 41,790 | 5,339 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 41,162 | 5,296 | 1.24% | 1.35% | 98 | -3,601 | -8.04% | Q3 2026 | Oct 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 41,107 | 5,251 | 2.31% | 2.31% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 40,987 | 5,236 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 40,385 | 5,196 | 3.89% | 3.65% | 101 | +2,320 | 6.09% | Q3 2026 | Oct 23, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 40,117 | 5,162 | 2.67% | — | 102 | +40,117 | New | Q3 2026 | Oct 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 38,861 | 5,000 | 0.35% | 0.35% | 103 | -162 | -0.42% | Q3 2026 | Oct 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 37,664 | 4,811 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forge Financial Services LLC | History | No change | 37,639 | 4,808 | 0.41% | 0.41% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 35,971 | 4,628 | 0.03% | 0.14% | 106 | -89,724 | -71.38% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 36,191 | 4,623 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 35,961 | 4,594 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | No change | 38,506 | 4,424 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 33,326 | 4,288 | 2.0% | 1.82% | 110 | +3,601 | 12.11% | Q3 2026 | Oct 14, 2026 |
| PAX Financial Group, LLC | History | No change | 33,492 | 4,278 | 0.64% | 0.64% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ignite Planners, LLC | History | Added to | 33,061 | 4,254 | 0.55% | 0.58% | 112 | +30 | 0.09% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33,159 | 4,236 | 0.56% | 0.56% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 32,495 | 4,151 | 0.54% | 0.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 30,621 | 3,912 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 29,702 | 3,794 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,246 | 3,671 | 0.05% | 0.04% | 117 | +8,055 | 41.97% | Q3 2026 | Nov 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 28,279 | 3,638 | 0.07% | 0.07% | 118 | +81 | 0.29% | Q3 2026 | Oct 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 26,871 | 3,457 | 0.36% | — | 119 | +26,871 | New | Q3 2026 | Oct 28, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 26,663 | 3,430 | 1.1% | 1.33% | 120 | -5,599 | -17.35% | Q3 2026 | Oct 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,945 | 3,338 | 0.05% | 0.06% | 121 | -488 | -1.85% | Q3 2026 | Oct 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,862 | 3,327 | 0.06% | 0.04% | 122 | +9,938 | 62.41% | Q3 2026 | Oct 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 25,390 | 3,267 | 0.1% | 0.11% | 123 | +968 | 3.96% | Q3 2026 | Oct 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,400 | 3,245 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,173 | 3,216 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,871 | 3,200 | 0.01% | 0.01% | 126 | +89 | 0.36% | Q3 2026 | Nov 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 24,653 | 3,172 | 0.05% | 0.06% | 127 | -579 | -2.29% | Q3 2026 | Nov 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 23,939 | 3,058 | 0.3% | 0.3% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 23,574 | 3,011 | 2.0% | 2.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 23,446 | 2,995 | 1.28% | 1.28% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 23,409 | 2,990 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advantage, Inc. | History | New | 22,949 | 2,953 | 0.35% | — | 132 | +22,949 | New | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 22,849 | 2,919 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 22,745 | 2,905 | 0.39% | 0.39% | 134 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Brookstone Capital Management | History | Added to | 22,501 | 2,895 | 0.03% | 0.03% | 135 | +858 | 3.96% | Q3 2026 | Oct 22, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 21,764 | 2,800 | 0.96% | 0.94% | 136 | +17 | 0.08% | Q3 2026 | Oct 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 21,574 | 2,776 | 0.78% | 0.79% | 137 | +212 | 0.99% | Q3 2026 | Oct 19, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 21,564 | 2,774 | 0.26% | 0.25% | 138 | -160 | -0.74% | Q3 2026 | Oct 20, 2026 |
| Western Wealth Management, LLC | History | No change | 20,101 | 2,568 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | No change | 18,366 | 2,346 | 1.07% | 1.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 17,530 | 2,239 | 1.06% | 1.06% | 141 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | No change | 17,096 | 2,184 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 16,690 | 2,132 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 16,197 | 2,084 | 0.19% | 0.21% | 144 | -1,707 | -9.53% | Q3 2026 | Nov 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 16,070 | 2,067 | 0.14% | 0.13% | 145 | +2,362 | 17.23% | Q3 2026 | Oct 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,066 | 2,067 | 0.13% | 0.13% | 146 | +1,007 | 6.69% | Q3 2026 | Oct 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 15,680 | 2,003 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 15,301 | 1,954 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,797 | 1,904 | 0.01% | 0.01% | 149 | +688 | 4.88% | Q3 2026 | Oct 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 14,696 | 1,891 | 0.31% | 0.19% | 150 | +6,583 | 81.14% | Q3 2026 | Oct 29, 2026 |
| Empirical Asset Management, LLC | History | No change | 14,770 | 1,887 | 0.42% | 0.42% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 14,374 | 1,849 | 0.0% | 0.0% | 152 | -165 | -1.13% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 14,240 | 1,832 | 0.09% | 0.11% | 153 | -633 | -4.26% | Q3 2026 | Oct 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,985 | 1,786 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,915 | 1,777 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,649 | 1,756 | 0.09% | 0.1% | 156 | -2,503 | -15.5% | Q3 2026 | Nov 05, 2026 |
| Nova Wealth Management, Inc. | History | No change | 13,548 | 1,730 | 0.95% | 0.95% | 157 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 13,479 | 1,722 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOP Private Wealth LLC. | History | No change | 13,398 | 1,711 | 1.64% | 1.64% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 12,796 | 1,634 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Reduced | 12,247 | 1,575 | 0.0% | 0.0% | 161 | -1,315 | -9.7% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,672 | 1,501 | 0.03% | 0.03% | 162 | -443 | -3.66% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 11,403 | 1,456 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | Added to | 11,212 | 1,442 | 0.78% | 0.78% | 164 | +183 | 1.66% | Q3 2026 | Nov 03, 2026 |
| Secure Asset Management, LLC | History | Added to | 11,165 | 1,436 | 0.19% | 0.19% | 165 | +702 | 6.71% | Q3 2026 | Oct 19, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 11,057 | 1,422 | 0.2% | 0.23% | 166 | -291 | -2.56% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,816 | 1,381 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 10,710 | 1,378 | 0.34% | 0.33% | 168 | +35 | 0.33% | Q3 2026 | Oct 19, 2026 |
| Key FInancial Inc | History | Reduced | 10,691 | 1,375 | 0.22% | 0.24% | 169 | -839 | -7.28% | Q3 2026 | Nov 02, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,621 | 1,366 | 0.17% | 0.17% | 170 | +493 | 4.87% | Q3 2026 | Oct 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,375 | 1,325 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 10,252 | 1,319 | 0.31% | 0.31% | 172 | +220 | 2.19% | Q3 2026 | Oct 09, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,203 | 1,312 | 0.04% | 0.04% | 173 | -188 | -1.81% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,161 | 1,307 | 0.0% | 0.0% | 174 | -750 | -6.87% | Q3 2026 | Nov 05, 2026 |
| Fiera Capital Corp | History | No change | 10,158 | 1,297 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argent Trust Co | History | No change | 10,122 | 1,293 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 9,865 | 1,260 | 0.8% | 0.8% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,638 | 1,231 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 9,428 | 1,213 | 0.06% | 0.05% | 179 | +190 | 2.06% | Q3 2026 | Oct 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,099 | 1,162 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,853 | 1,139 | 0.05% | 0.04% | 181 | +2,361 | 36.37% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,613 | 1,100 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 8,600 | 1,098 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8,391 | 1,079 | 0.05% | 0.07% | 184 | -2,472 | -22.76% | Q3 2026 | Nov 04, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,307 | 1,061 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | Added to | 8,088 | 1,040 | 0.05% | 0.03% | 186 | +2,836 | 54.0% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,970 | 1,018 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,517 | 960 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 7,451 | 958 | 0.09% | 0.1% | 189 | +169 | 2.32% | Q3 2026 | Oct 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,362 | 947 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Marshall Financial Group, LLC | History | No change | 7,353 | 939 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,318 | 934 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,911 | 889 | 0.04% | 0.05% | 193 | -693 | -9.11% | Q3 2026 | Oct 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 6,600 | 849 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,285 | 802 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 6,284 | 802 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,175 | 788 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 5,988 | 788 | 0.19% | 0.19% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,097 | 783 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 5,927 | 757 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,802 | 747 | 0.0% | 0.0% | 201 | +4,173 | 256.17% | Q3 2026 | Oct 26, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,753 | 740 | 0.02% | 0.02% | 202 | -13 | -0.23% | Q3 2026 | Oct 23, 2026 |
| Sequent Planning LLC | History | No change | 5,617 | 717 | 0.15% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,245 | 698 | 0.06% | 0.07% | 204 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Altium Investment Strategies LLC | History | No change | 5,245 | 698 | 0.8% | 0.98% | 205 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,426 | 693 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 5,407 | 690 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | New | 5,350 | 688 | 0.01% | — | 208 | +5,350 | New | Q3 2026 | Oct 28, 2026 |
| SBK Financial, Inc. | History | No change | 5,131 | 660 | 0.32% | 0.43% | 209 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Richmond Investment Services, LLC | History | Added to | 5,080 | 653 | 0.21% | 0.2% | 210 | +53 | 1.05% | Q3 2026 | Oct 29, 2026 |
| MOR Wealth Management, LLC | History | No change | 4,984 | 636 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alteri Wealth LLC | History | No change | 4,929 | 629 | 0.17% | 0.17% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 4,859 | 625 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,744 | 610 | 0.06% | 0.07% | 214 | -113 | -2.33% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 4,681 | 602 | 0.01% | 0.02% | 215 | -10,038 | -68.2% | Q3 2026 | Oct 15, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 4,687 | 598 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,366 | 590 | 0.04% | 0.04% | 217 | +182 | 4.35% | Q3 2026 | Oct 30, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,522 | 581 | 0.15% | 0.16% | 218 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,412 | 568 | 0.01% | 0.02% | 219 | -1,136 | -20.48% | Q3 2026 | Oct 22, 2026 |
| Sigma Planning Corp | History | Reduced | 4,245 | 546 | 0.01% | 0.02% | 220 | -1,194 | -21.95% | Q3 2026 | Oct 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 4,202 | 540 | 0.01% | 0.01% | 221 | -299 | -6.64% | Q3 2026 | Nov 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 4,042 | 520 | 0.02% | 0.01% | 222 | +673 | 19.98% | Q3 2026 | Oct 29, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 3,850 | 495 | 0.12% | — | 223 | +3,850 | New | Q3 2026 | Nov 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,800 | 485 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,694 | 471 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,679 | 470 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,659 | 467 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 3,484 | 448 | 0.13% | 0.13% | 228 | +10 | 0.29% | Q3 2026 | Oct 21, 2026 |
| GWN SECURITIES INC. | History | No change | 3,474 | 443 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 3,461 | 442 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 3,417 | 436 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 3,369 | 433 | 0.01% | 0.01% | 232 | +612 | 22.2% | Q3 2026 | Oct 16, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,265 | 420 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BROWN ADVISORY INC | History | No change | 3,233 | 413 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,164 | 407 | 0.0% | 0.0% | 235 | +2,724 | 619.09% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,167 | 404 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diligent Investors, LLC | History | Added to | 3,028 | 389 | 0.09% | 0.09% | 238 | +3 | 0.1% | Q3 2026 | Oct 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,047 | 389 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,992 | 385 | 0.0% | 0.0% | 239 | +155 | 5.46% | Q3 2026 | Oct 23, 2026 |
| Nuveen, LLC | History | No change | 3,010 | 384 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 2,973 | 382 | 0.04% | 0.04% | 241 | +1 | 0.03% | Q3 2026 | Oct 19, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,909 | 374 | 0.54% | 0.55% | 242 | +111 | 3.97% | Q3 2026 | Oct 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,899 | 373 | 0.01% | 0.01% | 243 | +45 | 1.58% | Q3 2026 | Oct 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 2,892 | 372 | 0.23% | 0.24% | 244 | +8 | 0.28% | Q3 2026 | Nov 02, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 2,890 | 371 | 0.26% | 0.26% | 245 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 2,872 | 366 | 0.23% | 0.23% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Main Street Group, LTD | History | Reduced | 2,785 | 358 | 0.08% | 0.08% | 247 | -34 | -1.21% | Q3 2026 | Oct 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,760 | 355 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hilltop Partners LLC | History | No change | 2,698 | 344 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,654 | 341 | 0.01% | 0.01% | 250 | +1 | 0.04% | Q3 2026 | Nov 03, 2026 |
| Aspect Partners, LLC | History | No change | 2,652 | 341 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 2,647 | 340 | 0.15% | 0.15% | 252 | +8 | 0.3% | Q3 2026 | Oct 22, 2026 |
| Oder Investment Management, LLC | History | No change | 2,577 | 329 | 0.22% | 0.22% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | Added to | 2,549 | 327 | 0.01% | 0.01% | 254 | +82 | 3.32% | Q3 2026 | Oct 28, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 2,520 | 324 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,506 | 322 | 0.0% | 0.0% | 256 | -173 | -6.46% | Q3 2026 | Oct 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,341 | 299 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,299 | 293 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,230 | 286 | 0.0% | 0.0% | 259 | +5 | 0.22% | Q3 2026 | Oct 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,200 | 283 | 0.0% | 0.0% | 260 | -180 | -7.56% | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 2,202 | 283 | 0.01% | 0.01% | 261 | +2 | 0.09% | Q3 2026 | Nov 05, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 2,163 | 278 | 0.1% | — | 263 | +2,163 | New | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,176 | 278 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,156 | 277 | 0.0% | 0.0% | 264 | +5 | 0.23% | Q3 2026 | Oct 26, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 2,136 | 274 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| McHugh Group, LLC | History | No change | 2,080 | 267 | 0.13% | 0.14% | 266 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,060 | 263 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH EFFECTS LLC | History | No change | 2,025 | 260 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 2,017 | 259 | 0.03% | 0.02% | 269 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,011 | 256 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 2,002 | 255 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| StoneX Group Inc. | History | Added to | 1,965 | 252 | 0.01% | 0.01% | 272 | +5 | 0.26% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,943 | 248 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,881 | 242 | 0.06% | 0.06% | 274 | +6 | 0.32% | Q3 2026 | Oct 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,901 | 242 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 1,860 | 237 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWERY THOMAS, LLC | History | No change | 1,862 | 237 | 0.12% | 0.12% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,853 | 236 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,822 | 232 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,786 | 228 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | No change | 1,774 | 228 | 0.16% | 0.16% | 281 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,782 | 227 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Indivisible Partners | History | No change | 1,745 | 224 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,746 | 223 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,752 | 223 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zhang Financial LLC | History | No change | 1,741 | 222 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Advisory Services, LLC | History | New | 1,723 | 221 | 0.16% | — | 288 | +1,723 | New | Q3 2026 | Oct 20, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,719 | 221 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Avior Wealth Management, LLC | History | New | 1,711 | 220 | 0.01% | — | 289 | +1,711 | New | Q3 2026 | Oct 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 1,703 | 217 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,706 | 217 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 1,670 | 214 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,624 | 207 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 360 Financial, Inc. | History | No change | 1,622 | 207 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | No change | 1,600 | 205 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 1,580 | 204 | 0.08% | 0.11% | 296 | -347 | -18.01% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | New | 1,580 | 203 | 0.0% | — | 297 | +1,580 | New | Q3 2026 | Oct 23, 2026 |
| Pflug Koory, LLC | History | Added to | 1,564 | 201 | 0.08% | 0.08% | 298 | +1 | 0.06% | Q3 2026 | Oct 26, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,537 | 196 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,336 | 170 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,183 | 152 | 0.01% | 0.01% | 301 | -123 | -9.42% | Q3 2026 | Oct 26, 2026 |
| AlphaCore Capital LLC | History | No change | 1,184 | 152 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,140 | 146 | 0.04% | 0.04% | 303 | +23 | 2.06% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,125 | 144 | 0.0% | 0.0% | 304 | -79 | -6.56% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,086 | 138 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,004 | 129 | 0.01% | 0.02% | 306 | -758 | -43.02% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | Reduced | 980 | 126 | 0.0% | 0.0% | 307 | -136 | -12.19% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 836 | 107 | 0.0% | — | 308 | +836 | New | Q3 2026 | Nov 02, 2026 |
| Nova Financial LLC | History | New | 790 | 101 | 0.04% | — | 309 | +790 | New | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | No change | 784 | 100 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Glassman Wealth Services | History | No change | 745 | 95 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 674 | 86 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 659 | 84 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 645 | 82 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 640 | 81 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 615 | 79 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 599 | 77 | 0.0% | 0.0% | 317 | +565 | 1661.76% | Q3 2026 | Oct 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 574 | 73 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ESL Trust Services, LLC | History | No change | 543 | 69 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 521 | 67 | 0.0% | — | 321 | +521 | New | Q3 2026 | Oct 16, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 528 | 67 | 0.04% | 0.04% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 516 | 66 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 497 | 64 | 0.0% | — | 324 | +497 | New | Q3 2026 | Oct 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 500 | 64 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 488 | 62 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Operose Advisors LLC | History | No change | 475 | 60 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 461 | 59 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 428 | 54 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 429 | 54 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | Added to | 401 | 51 | 0.01% | 0.01% | 330 | +21 | 5.53% | Q3 2026 | Oct 26, 2026 |
| Planning Strategies Inc. | History | No change | 381 | 49 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 364 | 46 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 340 | 43 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GoalVest Advisory LLC | History | No change | 332 | 42 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Realta Investment Advisors | History | New | 304 | 39 | 0.01% | — | 335 | +304 | New | Q3 2026 | Oct 14, 2026 |
| Regatta Research & Money Management | History | No change | 293 | 37 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 267 | 34 | 0.06% | 0.06% | 337 | -952 | -78.1% | Q3 2026 | Oct 14, 2026 |
| Caldwell Trust Co | History | New | 250 | 32 | 0.0% | — | 338 | +250 | New | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 246 | 31 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 231 | 29 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 190 | 24 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | New | 136 | 17 | 0.0% | — | 344 | +136 | New | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 139 | 17 | 0.0% | 0.0% | 343 | +73 | 110.61% | Q3 2026 | Oct 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 136 | 17 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 130 | 16 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 120 | 15 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 104 | 13 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 116 | 13 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 107 | 13 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | Added to | 73 | 9 | 0.0% | 0.0% | 350 | +1 | 1.39% | Q3 2026 | Nov 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 75 | 9 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 37 | 4 | 0.0% | — | 354 | +37 | New | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BESSEMER GROUP INC | History | No change | 5 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 3.23% | — | -218,171 | -100.0% | Q3 2026 | Oct 16, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,193 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BANTA ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.7% | — | -6,125 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,296 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,698 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -657 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |