Invesco Exchange-Traded Fund Trust II - SPMO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 7,669,460 | 1,238,924 | 0.28% | 0.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,538,672 | 571,637 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,215,212 | 519,385 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,230,110 | 360,251 | 2.7% | 2.7% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,822,485 | 294,404 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,651,011 | 266,704 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,479,343 | 238,973 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,471,099 | 237,641 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,343,836 | 217,083 | 0.5% | 0.5% | 9 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,109,590 | 175,903 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,049,639 | 169,588 | 0.2% | 0.2% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 980,323 | 158,361 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Performance Wealth Partners, LLC | History | No change | 912,173 | 147,352 | 3.66% | 3.66% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 869,180 | 140,407 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 751,352 | 121,373 | 13.01% | 13.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 711,587 | 114,949 | 0.69% | 0.69% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 721,878 | 111,313 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 659,465 | 106,529 | 0.22% | 0.22% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redwood Investment Management, LLC | History | No change | 638,049 | 103,070 | 10.22% | 10.22% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 631,935 | 102,082 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 600,487 | 97,002 | 4.49% | 4.49% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 590,506 | 95,390 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 574,305 | 92,873 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 550,659 | 88,953 | 0.41% | 0.41% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 546,617 | 88,301 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 490,988 | 79,314 | 10.18% | 10.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 413,793 | 66,844 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 429,242 | 65,995 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 370,872 | 59,910 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 348,450 | 56,288 | 1.03% | 1.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 338,517 | 54,684 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Family Investment Center, Inc. | History | No change | 330,159 | 53,333 | 8.86% | 8.86% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triton Wealth Management, PLLC | History | No change | 328,079 | 49,398 | 15.17% | 15.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Penserra Capital Management LLC | History | No change | 301,526 | 48,708 | 0.37% | 0.37% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 284,962 | 46,032 | 4.49% | 4.49% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 267,862 | 43,270 | 1.62% | 1.62% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 263,212 | 42,519 | 3.85% | 3.85% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 255,984 | 41,351 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Added to | 272,587 | 41,318 | 2.65% | 2.76% | 39 | +13,340 | 5.15% | Q3 2026 | Oct 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 255,060 | 41,202 | 0.19% | 0.19% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 251,472 | 40,622 | 1.95% | 1.95% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 251,437 | 40,617 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Marks Wealth, LLC | History | No change | 239,332 | 38,661 | 8.37% | 8.37% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 250,052 | 37,902 | 6.17% | 5.96% | 44 | +29,282 | 13.26% | Q3 2026 | Oct 08, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 247,018 | 37,442 | 3.7% | 3.27% | 45 | +31,588 | 14.66% | Q3 2026 | Oct 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 244,030 | 36,990 | 2.61% | 2.77% | 46 | -1,293 | -0.53% | Q3 2026 | Oct 05, 2026 |
| Davidson Capital Management Inc. | History | No change | 228,169 | 36,858 | 5.9% | 5.9% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 224,100 | 36,201 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 222,301 | 35,912 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 213,710 | 34,522 | 1.06% | 1.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 213,011 | 34,409 | 3.1% | 3.1% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advance Capital Management, Inc. | History | No change | 205,771 | 33,240 | 1.07% | 1.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 201,647 | 32,574 | 0.33% | 0.33% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 200,379 | 32,369 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | No change | 197,756 | 31,945 | 0.96% | 0.96% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 193,442 | 31,248 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Oak Capital, LLC | History | No change | 189,004 | 30,531 | 10.17% | 10.17% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 178,623 | 28,855 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Seros Financial, LLC | History | No change | 177,943 | 28,744 | 14.97% | 14.97% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 164,120 | 26,511 | 0.42% | 0.42% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 163,474 | 26,407 | 4.69% | 4.69% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 161,592 | 26,103 | 11.99% | 11.99% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 150,022 | 24,234 | 0.49% | 0.49% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 146,285 | 23,630 | 7.73% | 7.73% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 144,435 | 23,332 | 0.5% | 0.5% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altus Wealth Group LLC | History | No change | 143,826 | 23,233 | 8.39% | 8.39% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Goldstein Advisors, LLC | History | No change | 141,576 | 22,870 | 2.09% | 2.09% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 193,800 | 22,735 | 1.82% | 1.82% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 139,640 | 22,557 | 10.76% | 10.76% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 136,683 | 22,079 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Modern Wealth Management, LLC | History | No change | 135,772 | 21,932 | 0.26% | 0.26% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 149,188 | 21,684 | 1.28% | 1.28% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 142,623 | 21,618 | 0.6% | 0.41% | 73 | +49,828 | 53.7% | Q3 2026 | Oct 08, 2026 |
| Trilogy Capital Inc. | History | No change | 133,625 | 21,585 | 0.84% | 0.84% | 74 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SIERRA OCEAN, LLC | History | No change | 133,258 | 21,526 | 14.9% | 14.9% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 129,338 | 20,893 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 128,073 | 20,688 | 0.59% | 0.59% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Venture Visionary Partners LLC | History | Added to | 136,183 | 20,642 | 0.54% | 0.59% | 78 | +5,695 | 4.36% | Q3 2026 | Oct 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 125,946 | 20,345 | 0.64% | 0.64% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | No change | 125,282 | 19,706 | 0.95% | 0.95% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Enhancement Group LLC | History | Added to | 128,321 | 19,633 | 2.25% | 2.39% | 81 | +4,104 | 3.3% | Q3 2026 | Oct 08, 2026 |
| Quadrature Capital Ltd | History | No change | 117,803 | 19,029 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 117,528 | 18,985 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 114,970 | 18,572 | 2.45% | 2.45% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 118,636 | 17,982 | 7.21% | 7.48% | 85 | +8,610 | 7.83% | Q3 2026 | Oct 08, 2026 |
| Pioneer Family Office, LLC | History | No change | 110,355 | 17,822 | 9.18% | 9.18% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 108,842 | 17,582 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 107,973 | 17,441 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 106,491 | 17,202 | 0.49% | 0.49% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 101,696 | 16,427 | 5.25% | 5.25% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 100,000 | 16,154 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | No change | 99,908 | 16,139 | 4.59% | 4.59% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Group Advisors, LLC | History | No change | 97,895 | 15,813 | 2.53% | 2.53% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 97,417 | 15,737 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWB Wealth | History | No change | 96,390 | 15,570 | 1.33% | 1.33% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 95,787 | 15,473 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 101,550 | 15,215 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 93,707 | 15,137 | 0.2% | 0.2% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 93,671 | 15,131 | 0.97% | 0.97% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 93,613 | 15,122 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 92,900 | 15,007 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 92,559 | 14,951 | 1.49% | 1.49% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 91,872 | 14,841 | 3.99% | 3.99% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Financial Services Inc | History | No change | 91,396 | 14,764 | 5.52% | 5.52% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 88,256 | 14,256 | 1.88% | 1.88% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alpha Zero LLC | History | No change | 97,504 | 14,165 | 5.37% | 5.37% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Oxford Wealth Group, LLC | History | No change | 87,176 | 14,082 | 6.3% | 6.3% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | No change | 84,937 | 13,720 | 1.39% | 1.39% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 89,281 | 13,466 | 0.9% | 0.9% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 82,862 | 13,385 | 3.63% | 3.63% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 80,324 | 12,975 | 1.55% | 1.55% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centerpoint Advisory Group | History | No change | 80,099 | 12,939 | 8.2% | 8.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 83,232 | 12,929 | 1.7% | 1.7% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 79,108 | 12,779 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eagle Capital Management, LLC | History | No change | 75,572 | 12,208 | 4.17% | 4.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 74,923 | 12,103 | 0.26% | 0.26% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 73,567 | 11,884 | 6.56% | 6.56% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 72,886 | 11,773 | 2.86% | 2.86% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 72,743 | 11,750 | 5.11% | 5.11% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 77,066 | 11,681 | 0.08% | 0.05% | 120 | +36,920 | 91.96% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 71,816 | 11,601 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 84,810 | 11,565 | 0.77% | 0.77% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 71,185 | 11,499 | 2.45% | 2.45% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 74,809 | 11,339 | 2.43% | 0.16% | 124 | +70,122 | 1496.1% | Q3 2026 | Oct 09, 2026 |
| JPL Wealth Management, LLC | History | No change | 69,655 | 11,252 | 2.23% | 2.23% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Able Wealth Management LLC | History | No change | 69,434 | 11,216 | 2.57% | 2.57% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | No change | 69,060 | 11,155 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Private LLC | History | No change | 67,911 | 10,970 | 2.15% | 2.15% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 67,258 | 10,864 | 1.07% | 1.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 66,902 | 10,807 | 4.18% | 4.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 62,282 | 10,804 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 66,357 | 10,719 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 66,292 | 10,708 | 1.18% | 1.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 65,912 | 10,647 | 0.16% | 0.16% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 65,767 | 10,624 | 2.85% | 2.85% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Security Financial Services, INC. | History | No change | 65,651 | 10,605 | 1.47% | 1.47% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 65,241 | 10,539 | 0.5% | 0.5% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebrook Private Inc. | History | No change | 64,487 | 10,417 | 1.9% | 1.9% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 64,353 | 10,395 | 4.26% | 4.26% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Convergence Financial, LLC | History | No change | 64,256 | 10,379 | 0.83% | 0.83% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 63,434 | 10,247 | 0.3% | 0.3% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 62,986 | 10,174 | 1.72% | 1.72% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pachira Investments Inc. | History | No change | 62,980 | 10,173 | 3.84% | 3.84% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WJ Wealth Management, LLC | History | No change | 62,905 | 10,161 | 4.01% | 4.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 62,342 | 10,070 | 8.87% | 8.87% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TABR Capital Management, LLC | History | No change | 61,652 | 9,959 | 8.49% | 8.49% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 61,649 | 9,958 | 0.35% | 0.35% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 60,131 | 9,713 | 1.9% | 1.9% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WIN ADVISORS, INC | History | No change | 59,881 | 9,673 | 3.45% | 3.45% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concorde Asset Management, LLC | History | No change | 59,745 | 9,651 | 5.58% | 5.58% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Detalus Advisors, LLC | History | No change | 59,679 | 9,640 | 1.88% | 1.88% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 59,401 | 9,595 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BNB Wealth Management, LLC | History | No change | 59,130 | 9,551 | 5.22% | 5.22% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 59,128 | 9,550 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 58,369 | 9,428 | 0.24% | 0.24% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 57,096 | 9,223 | 0.44% | 0.44% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 56,556 | 9,136 | 5.02% | 5.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 56,182 | 9,075 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 54,969 | 8,879 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 54,246 | 8,762 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tactive Advisors, LLC | History | Added to | 57,145 | 8,662 | 2.08% | 1.66% | 161 | +15,304 | 36.58% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 53,599 | 8,658 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arkadios Wealth Advisors | History | No change | 53,314 | 8,612 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 53,102 | 8,578 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 52,900 | 8,545 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 52,639 | 8,503 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tidemark, LLC | History | No change | 52,096 | 8,415 | 1.89% | 1.89% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Professional Financial Advisors, LLC | History | No change | 51,034 | 8,243 | 1.43% | 1.43% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 51,011 | 8,240 | 0.78% | 0.78% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 49,106 | 7,933 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 48,495 | 7,833 | 1.21% | 1.21% | 171 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Darrow Company, Inc. | History | No change | 48,493 | 7,833 | 3.04% | 3.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 48,273 | 7,798 | 0.19% | 0.19% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 47,489 | 7,671 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 47,432 | 7,662 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,975 | 7,588 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 46,459 | 7,505 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 46,286 | 7,477 | 1.7% | 1.7% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prostatis Group LLC | History | No change | 46,139 | 7,453 | 1.74% | 1.74% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMART Wealth LLC | History | No change | 45,954 | 7,423 | 1.6% | 1.6% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WMG Financial Advisors, LLC | History | No change | 45,920 | 7,417 | 2.79% | 2.79% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | Added to | 48,777 | 7,357 | 0.18% | 0.19% | 182 | +3,429 | 7.56% | Q3 2026 | Oct 09, 2026 |
| Vertex Planning Partners, LLC | History | No change | 45,415 | 7,336 | 1.09% | 1.09% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 45,019 | 7,272 | 1.19% | 1.19% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 44,825 | 7,241 | 0.44% | 0.44% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 44,492 | 7,187 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 44,089 | 7,122 | 0.23% | 0.23% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Schorn Wealth LLC | History | No change | 43,896 | 7,091 | 1.85% | 1.85% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Counsel, LLC | History | No change | 43,763 | 7,069 | 0.87% | 0.87% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 46,578 | 7,060 | 0.47% | 0.38% | 190 | +10,633 | 29.58% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 43,530 | 7,031 | 0.3% | 0.3% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 43,371 | 7,006 | 0.15% | 0.15% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 43,195 | 6,977 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 43,182 | 6,975 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VICUS CAPITAL | History | No change | 42,872 | 6,925 | 0.45% | 0.45% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 42,322 | 6,572 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 43,236 | 6,553 | 0.19% | 0.2% | 197 | +1,914 | 4.63% | Q3 2026 | Oct 08, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 40,544 | 6,549 | 3.58% | 3.58% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 40,484 | 6,539 | 0.22% | 0.22% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 40,064 | 6,471 | 0.24% | 0.24% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSA Wealth Managment LLC | History | No change | 39,964 | 6,455 | 1.83% | 1.83% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 39,726 | 6,417 | 1.08% | 1.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 39,695 | 6,412 | 0.42% | 0.42% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 55,609 | 6,331 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | New | 40,320 | 6,111 | 2.29% | — | 205 | +40,320 | New | Q3 2026 | Oct 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 37,534 | 6,063 | 1.47% | 1.47% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 37,303 | 6,025 | 4.22% | 4.22% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SteelPeak Wealth, LLC | History | No change | 37,134 | 5,998 | 0.16% | 0.16% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Advisors | History | No change | 47,530 | 5,870 | 0.3% | 0.3% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cypress Wealth Services, LLC | History | No change | 36,043 | 5,822 | 0.71% | 0.71% | 210 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighPoint Advisor Group LLC | History | No change | 36,022 | 5,818 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 35,682 | 5,764 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,648 | 5,758 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 35,132 | 5,675 | 0.29% | 0.29% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 34,985 | 5,651 | 0.23% | 0.23% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenline Wealth Management LLC | History | No change | 34,895 | 5,636 | 4.63% | 4.63% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 34,854 | 5,630 | 3.5% | 3.5% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Berbice Capital Management LLC | History | No change | 34,433 | 5,562 | 2.88% | 2.88% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 33,146 | 5,354 | 3.15% | 3.15% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 32,714 | 5,284 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 32,588 | 5,264 | 0.45% | 0.45% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 32,292 | 5,216 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 32,218 | 5,204 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 31,857 | 5,146 | 1.45% | 1.45% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 31,860 | 5,146 | 4.35% | 4.35% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Asset Management, LLC | History | No change | 31,245 | 5,047 | 0.48% | 0.48% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 31,212 | 5,042 | 1.95% | 1.95% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cobblestone Asset Management LLC | History | No change | 31,197 | 5,039 | 2.1% | 2.1% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HFG Wealth Management, LLC | History | No change | 31,052 | 5,016 | 5.04% | 5.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MY Wealth Management Inc. | History | No change | 30,920 | 4,994 | 3.52% | 3.52% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 30,425 | 4,914 | 0.23% | 0.23% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schwallier Wealth Management LLC | History | No change | 30,405 | 4,911 | 3.1% | 3.1% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 30,062 | 4,856 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Financial Network, Inc. | History | No change | 29,699 | 4,797 | 0.15% | 0.15% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maia Wealth LLC | History | No change | 29,665 | 4,792 | 0.71% | 0.71% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Laurel Wealth Planning LLC | History | No change | 29,495 | 4,764 | 2.11% | 2.11% | 236 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 29,403 | 4,749 | 1.97% | 1.97% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atlatl Advisers LLC | History | No change | 29,245 | 4,724 | 1.12% | 1.12% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ArborFi Advisors, LLC | History | No change | 29,240 | 4,723 | 3.42% | 3.42% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 28,953 | 4,675 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 28,863 | 4,662 | 3.47% | 3.47% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 30,755 | 4,661 | 3.2% | 3.6% | 242 | -470 | -1.51% | Q3 2026 | Oct 09, 2026 |
| Daviman Financial, LLC | History | No change | 28,835 | 4,657 | 2.57% | 2.57% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JBR Co Financial Management Inc | History | No change | 28,395 | 4,586 | 1.67% | 1.67% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advyzon Investment Management, LLC | History | No change | 28,263 | 4,565 | 0.33% | 0.33% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 28,212 | 4,557 | 0.47% | 0.47% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belvedere Trading LLC | History | No change | 28,147 | 4,546 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Entelevest, LLC | History | No change | 27,238 | 4,399 | 3.76% | 3.76% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 26,893 | 4,344 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 26,828 | 4,333 | 1.79% | 1.79% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 26,722 | 4,319 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 26,693 | 4,312 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 26,693 | 4,311 | 1.01% | 1.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| M1 Capital Management LLC | History | No change | 26,613 | 4,299 | 1.59% | 1.59% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Estate Planners Group, LLC | History | No change | 26,578 | 4,293 | 1.94% | 1.94% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 26,403 | 4,264 | 0.51% | 0.51% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 26,252 | 4,240 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 26,205 | 4,204 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| A4 Wealth Advisors LLC | History | No change | 25,985 | 4,197 | 2.78% | 2.78% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 25,872 | 4,179 | 2.0% | 2.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 25,731 | 4,156 | 1.9% | 1.9% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 25,706 | 4,152 | 1.77% | 1.77% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 25,602 | 4,135 | 0.33% | 0.33% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortune Financial Group, Inc. | History | No change | 25,231 | 4,075 | 3.19% | 3.19% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gen-Wealth Partners Inc | History | No change | 25,176 | 4,066 | 1.13% | 1.13% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 24,763 | 4,000 | 1.33% | 1.33% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paladin Advisory Group, LLC | History | No change | 24,706 | 3,991 | 2.65% | 2.65% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 24,541 | 3,964 | 0.33% | 0.33% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Capital Management, Inc. | History | No change | 24,030 | 3,881 | 0.23% | 0.23% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 23,983 | 3,874 | 1.34% | 1.34% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | No change | 23,845 | 3,851 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 23,763 | 3,838 | 1.72% | 1.72% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Weaver Consulting Group | History | Added to | 25,115 | 3,806 | 0.74% | 0.8% | 273 | +983 | 4.07% | Q3 2026 | Oct 07, 2026 |
| Prota Financial, LLC | History | Added to | 24,646 | 3,764 | 2.4% | 2.12% | 274 | +3,947 | 19.07% | Q3 2026 | Oct 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 23,126 | 3,735 | 1.98% | 1.98% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 23,022 | 3,718 | 0.42% | 0.42% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 22,767 | 3,677 | 2.04% | 2.04% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Southland Equity Partners LLC | History | No change | 22,642 | 3,657 | 0.64% | 0.64% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 22,327 | 3,606 | 1.09% | 1.09% | 279 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Noble Wealth Partners LLC | History | No change | 22,147 | 3,577 | 3.11% | 3.11% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GPM Growth Investors, Inc. | History | No change | 22,121 | 3,573 | 1.49% | 1.49% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 22,016 | 3,556 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 21,995 | 3,553 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 21,946 | 3,545 | 0.43% | 0.43% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tradition Wealth Management, LLC | History | No change | 21,924 | 3,541 | 0.22% | 0.22% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 23,410 | 3,507 | 2.19% | 2.19% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 22,987 | 3,484 | 1.22% | 1.82% | 287 | -8,686 | -27.42% | Q3 2026 | Oct 08, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 21,528 | 3,477 | 0.26% | 0.26% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centennial Advisors, LLC | History | No change | 21,316 | 3,443 | 4.11% | 4.11% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 21,267 | 3,435 | 2.91% | 2.91% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trinity Wealth Management, LLC | History | No change | 21,168 | 3,419 | 1.08% | 1.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 20,815 | 3,362 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Northstar Advisory Group, LLC | History | No change | 20,796 | 3,359 | 1.04% | 1.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 20,696 | 3,343 | 0.53% | 0.53% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MGO ONE SEVEN LLC | History | No change | 20,628 | 3,332 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | No change | 20,616 | 3,330 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 20,573 | 3,323 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Insight Wealth Management, LLC | History | No change | 20,549 | 3,319 | 2.88% | 2.88% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 20,442 | 3,302 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone Wealth Partners | History | No change | 20,206 | 3,264 | 2.39% | 2.39% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |