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 | Added to | 6,792,814 | 761,542 | 0.2% | 0.22% | 1 | +168,326 | 2.54% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 3,591,581 | 402,652 | 1.06% | 0.97% | 2 | +599,399 | 20.03% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,209,358 | 359,801 | 0.03% | 0.03% | 3 | -99,291 | -3.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,127,907 | 350,669 | 0.02% | 0.02% | 4 | +445,030 | 16.59% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,413,072 | 270,529 | 2.29% | 2.36% | 5 | -42,210 | -1.72% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,565,729 | 175,533 | 0.05% | 0.06% | 6 | -160,420 | -9.29% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,546,683 | 173,398 | 0.11% | 0.1% | 7 | +169,778 | 12.33% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,351,256 | 151,489 | 0.04% | 0.05% | 8 | +29,547 | 2.24% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,365,188 | 147,221 | 0.01% | 0.01% | 9 | +134,110 | 10.89% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,224,459 | 137,274 | 0.03% | 0.02% | 10 | +236,325 | 23.92% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,063,931 | 119,277 | 0.31% | 0.28% | 11 | +175,257 | 19.72% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,019,537 | 114,300 | 0.12% | 0.14% | 12 | -47,058 | -4.41% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 815,004 | 91,381 | 0.13% | 0.18% | 13 | -192,692 | -19.12% | Q1 2026 | May 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 791,714 | 88,759 | 12.91% | 14.33% | 14 | -57,287 | -6.75% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 711,104 | 84,508 | 0.54% | 0.47% | 15 | +130,952 | 22.57% | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 744,409 | 83,455 | 10.77% | 9.1% | 16 | +138,915 | 22.94% | Q1 2026 | May 07, 2026 |
| Redwood Investment Management, LLC | History | Added to | 656,268 | 73,574 | 9.14% | 8.36% | 17 | +33,157 | 5.32% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 619,748 | 69,479 | 3.84% | 6.8% | 18 | -395,985 | -38.99% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 586,058 | 65,703 | 0.13% | 0.12% | 19 | +40,385 | 7.4% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 562,480 | 63,059 | 0.3% | 0.3% | 20 | +35,630 | 6.76% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 482,823 | 54,129 | 0.15% | 0.16% | 21 | -84,177 | -14.85% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 461,741 | 50,934 | 0.02% | 0.02% | 22 | +129,425 | 38.95% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 377,857 | 42,361 | 0.06% | 0.06% | 23 | -2,191 | -0.58% | Q1 2026 | Apr 27, 2026 |
| Family Investment Center, Inc. | History | Reduced | 359,290 | 40,280 | 7.75% | 9.07% | 24 | -17,043 | -4.53% | Q1 2026 | Apr 24, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 354,176 | 39,706 | 1.15% | 1.09% | 25 | +16,034 | 4.74% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 344,380 | 38,608 | 0.01% | 0.01% | 26 | +46,524 | 15.62% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 317,849 | 36,469 | 0.07% | 0.1% | 27 | -276,183 | -46.49% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 324,100 | 36,334 | 0.01% | 0.0% | 28 | +240,622 | 288.25% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 320,865 | 35,973 | 0.01% | 0.01% | 29 | -79,360 | -19.83% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 317,656 | 35,612 | 0.38% | 0.01% | 30 | +315,089 | 12274.6% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Added to | 310,790 | 34,842 | 3.93% | 3.98% | 31 | +3,972 | 1.29% | Q1 2026 | May 13, 2026 |
| Penserra Capital Management LLC | History | New | 300,003 | 33,633 | 0.39% | — | 32 | +300,003 | New | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 288,988 | 32,398 | 0.18% | 0.18% | 33 | +9,187 | 3.28% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 286,061 | 32,071 | 0.03% | 0.04% | 34 | +3,399 | 1.2% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 283,971 | 31,835 | 0.66% | 0.86% | 35 | -56,061 | -16.49% | Q1 2026 | Apr 27, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 274,253 | 31,565 | 11.71% | 10.79% | 36 | +32,636 | 13.51% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Added to | 266,464 | 29,873 | 1.03% | 1.03% | 37 | +13,821 | 5.47% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 239,034 | 28,521 | 2.12% | 2.12% | 38 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 252,266 | 28,281 | 2.25% | 2.3% | 39 | +3,924 | 1.58% | Q1 2026 | Apr 09, 2026 |
| Cerity Partners LLC | History | Added to | 252,190 | 28,272 | 0.04% | 0.0% | 40 | +244,737 | 3283.74% | Q1 2026 | May 15, 2026 |
| RVW Wealth, LLC | History | Added to | 247,209 | 27,714 | 2.16% | 2.18% | 41 | +8,323 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 246,978 | 27,688 | 0.97% | 1.04% | 42 | +313 | 0.13% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 243,892 | 27,342 | 0.04% | 0.02% | 43 | +107,472 | 78.78% | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 243,249 | 27,270 | 2.87% | 2.99% | 44 | +12,749 | 5.53% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 236,253 | 26,487 | 0.02% | 0.03% | 45 | -18,113 | -7.12% | Q1 2026 | May 12, 2026 |
| Davidson Capital Management Inc. | History | Added to | 233,423 | 26,169 | 4.74% | 0.15% | 46 | +227,563 | 3883.33% | Q1 2026 | Apr 14, 2026 |
| Advance Capital Management, Inc. | History | Added to | 232,079 | 26,018 | 0.99% | 1.17% | 47 | +1,705 | 0.74% | Q1 2026 | Apr 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 201,388 | 24,029 | 14.0% | 14.0% | 48 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 212,872 | 23,865 | 4.76% | 5.01% | 49 | +11,634 | 5.78% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Reduced | 211,168 | 23,674 | 0.03% | 0.04% | 50 | -55,364 | -20.77% | Q1 2026 | May 13, 2026 |
| Goldstein Advisors, LLC | History | Added to | 202,658 | 22,719 | 2.52% | 2.64% | 51 | +8,110 | 4.17% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 197,069 | 22,093 | 0.25% | 0.27% | 52 | -2,566 | -1.29% | Q1 2026 | Apr 28, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 188,038 | 21,080 | 2.35% | 3.06% | 53 | -35,548 | -15.9% | Q1 2026 | Apr 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 187,566 | 21,028 | 0.38% | 0.37% | 54 | +13,892 | 8.0% | Q1 2026 | Apr 10, 2026 |
| Seros Financial, LLC | History | Reduced | 186,556 | 20,914 | 13.31% | 15.64% | 55 | -36,969 | -16.54% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 185,380 | 20,782 | 0.48% | 0.49% | 56 | +15,215 | 8.94% | Q1 2026 | May 15, 2026 |
| NRI Wealth Management LC | History | No change | 166,619 | 19,880 | 10.14% | 10.14% | 57 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bull Oak Capital, LLC | History | Added to | 175,441 | 19,668 | 7.56% | 7.7% | 58 | +17,488 | 11.07% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 170,157 | 19,076 | 1.14% | 1.05% | 59 | +21,790 | 14.69% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 166,082 | 18,619 | 1.48% | 1.25% | 60 | +56,175 | 51.11% | Q1 2026 | Apr 16, 2026 |
| RFG Advisory, LLC | History | Added to | 165,964 | 18,606 | 0.34% | 0.35% | 61 | +9,723 | 6.22% | Q1 2026 | Apr 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 138,814 | 17,809 | 2.21% | 1.97% | 62 | +9,775 | 7.58% | Q1 2026 | Apr 20, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 150,151 | 16,833 | 6.1% | 5.84% | 63 | +7,783 | 5.47% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 130,158 | 16,699 | 1.15% | 1.13% | 64 | +256 | 0.2% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 145,804 | 16,694 | 0.29% | 0.28% | 65 | +17,208 | 13.38% | Q1 2026 | May 14, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 145,609 | 16,324 | 3.13% | 2.55% | 66 | +31,519 | 27.63% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 142,754 | 16,004 | 0.13% | 0.13% | 67 | +13,474 | 10.42% | Q1 2026 | Apr 07, 2026 |
| Altus Wealth Group LLC | History | Reduced | 142,258 | 15,948 | 6.53% | 6.92% | 68 | -2,781 | -1.92% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | Added to | 141,074 | 15,815 | 0.53% | 0.46% | 69 | +23,777 | 20.27% | Q1 2026 | May 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 139,331 | 15,620 | 8.98% | 9.69% | 70 | +5,196 | 3.87% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 137,342 | 15,397 | 0.58% | 0.56% | 71 | +9,030 | 7.04% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 136,644 | 15,319 | 0.67% | 0.74% | 72 | -1,855 | -1.34% | Q1 2026 | Apr 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 126,800 | 14,875 | 1.24% | 1.01% | 73 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KWB Wealth | History | Reduced | 123,490 | 14,734 | 1.46% | 1.41% | 74 | -1,635 | -1.31% | Q1 2026 | Apr 08, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 130,761 | 14,659 | 12.03% | 12.4% | 75 | +5,230 | 4.17% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 128,422 | 14,397 | 0.07% | 0.07% | 76 | +15,486 | 13.71% | Q1 2026 | May 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 108,755 | 14,365 | 1.97% | 1.83% | 77 | +7,317 | 7.21% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 126,314 | 14,161 | 0.0% | 0.0% | 78 | +54,214 | 75.19% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 125,737 | 14,141 | 0.0% | 0.0% | 79 | +122,978 | 4457.34% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 119,291 | 13,373 | 0.17% | 0.19% | 80 | +12,673 | 11.89% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | Added to | 122,126 | 13,170 | 2.55% | 2.69% | 81 | +2,525 | 2.11% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 96,279 | 12,881 | 2.13% | 2.71% | 82 | -38,376 | -28.5% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 114,165 | 12,799 | 0.4% | 0.41% | 83 | +8,064 | 7.6% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 98,727 | 12,746 | 0.28% | 0.28% | 84 | +2,318 | 2.4% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 111,534 | 12,504 | 0.13% | 0.04% | 85 | +83,415 | 296.65% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 110,677 | 12,407 | 0.02% | 0.02% | 86 | +801 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 104,869 | 11,756 | 6.19% | 6.94% | 87 | -8,941 | -7.86% | Q1 2026 | Apr 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 104,690 | 11,736 | 1.63% | 1.64% | 88 | +5,616 | 5.67% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 102,886 | 11,534 | 0.06% | 0.05% | 89 | +31,645 | 44.42% | Q1 2026 | May 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 101,659 | 11,396 | 3.72% | 3.49% | 90 | +11,653 | 12.95% | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,508 | 10,976 | 0.51% | 0.06% | 91 | -92,739 | -68.07% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 97,865 | 10,971 | 0.12% | 0.22% | 92 | -64,310 | -39.65% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 97,009 | 10,875 | 0.34% | 0.09% | 93 | +76,392 | 370.53% | Q1 2026 | May 07, 2026 |
| Alpha Zero LLC | History | Added to | 95,683 | 10,727 | 5.43% | 5.86% | 94 | +5,789 | 6.44% | Q1 2026 | May 07, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 93,008 | 10,427 | 0.8% | 0.97% | 95 | -6,187 | -6.24% | Q1 2026 | Apr 22, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 92,550 | 10,375 | 4.39% | 4.39% | 96 | +1,346 | 1.48% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 92,133 | 10,329 | 0.03% | 0.03% | 97 | +33 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Oxford Wealth Group, LLC | History | Reduced | 89,747 | 10,061 | 5.5% | 9.8% | 98 | -79,200 | -46.88% | Q1 2026 | May 11, 2026 |
| Stonebrook Private Inc. | History | Added to | 89,397 | 10,022 | 2.13% | 2.22% | 99 | +339 | 0.38% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 89,114 | 9,990 | 0.15% | 0.26% | 100 | -18,884 | -17.49% | Q1 2026 | May 15, 2026 |
| Security Financial Services, INC. | History | No change | 83,294 | 9,938 | 1.56% | 1.56% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compass Financial Services Inc | History | Added to | 88,356 | 9,905 | 4.29% | 4.36% | 102 | +3,508 | 4.13% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 87,179 | 9,773 | 0.32% | 0.31% | 103 | +8,302 | 10.53% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | Reduced | 87,171 | 9,772 | 2.61% | 4.54% | 104 | -33,208 | -27.59% | Q1 2026 | Apr 24, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 86,153 | 9,658 | 0.71% | 0.77% | 105 | -998 | -1.15% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Added to | 85,714 | 9,609 | 1.2% | 1.21% | 106 | +2,913 | 3.52% | Q1 2026 | Apr 21, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 85,321 | 9,565 | 5.19% | 5.16% | 107 | +6,816 | 8.68% | Q1 2026 | Apr 29, 2026 |
| Concorde Asset Management, LLC | History | No change | 80,006 | 9,546 | 3.82% | 3.82% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | New | 84,334 | 9,454 | 0.23% | — | 109 | +84,334 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 82,905 | 9,431 | 0.5% | 1.59% | 110 | -203,469 | -71.05% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 82,534 | 9,252 | 0.3% | 0.34% | 111 | -84,023 | -50.45% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 63,415 | 9,160 | 0.24% | 0.35% | 112 | -5,569 | -8.07% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 77,475 | 8,685 | 1.04% | 1.04% | 113 | +2,722 | 3.64% | Q1 2026 | Apr 10, 2026 |
| Detalus Advisors, LLC | History | Added to | 76,156 | 8,537 | 1.95% | 2.07% | 114 | +4,996 | 7.02% | Q1 2026 | Apr 22, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 75,951 | 8,514 | 1.35% | 1.28% | 115 | +2,970 | 4.07% | Q1 2026 | May 05, 2026 |
| Eagle Capital Management, LLC | History | Added to | 75,110 | 8,421 | 3.32% | 3.22% | 116 | +1,022 | 1.38% | Q1 2026 | Apr 20, 2026 |
| Invesco Ltd. | History | Added to | 74,569 | 8,359 | 0.0% | 0.0% | 117 | +2,649 | 3.68% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisory Group | History | Added to | 74,300 | 8,329 | 6.27% | 5.99% | 118 | +9,166 | 14.07% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 73,857 | 8,280 | 0.19% | 0.21% | 119 | +377 | 0.51% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 73,076 | 8,192 | 5.34% | 5.33% | 120 | +7,952 | 12.21% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 72,865 | 8,168 | 0.0% | 0.08% | 121 | -164,344 | -69.28% | Q1 2026 | May 04, 2026 |
| Capital Developers, LLC | History | Added to | 72,036 | 8,075 | 7.27% | 7.48% | 122 | +2,093 | 2.99% | Q1 2026 | May 08, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 68,615 | 7,912 | 2.2% | 2.35% | 123 | +1,216 | 1.8% | Q1 2026 | Apr 08, 2026 |
| Colonial River Investments, LLC | History | Added to | 70,539 | 7,908 | 2.83% | 2.93% | 124 | +1,551 | 2.25% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 69,615 | 7,804 | 0.06% | 0.07% | 125 | +21,309 | 44.11% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 68,631 | 7,694 | 0.4% | 0.41% | 126 | +3,377 | 5.18% | Q1 2026 | Apr 15, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 67,079 | 7,520 | 3.52% | 3.8% | 127 | -5,698 | -7.83% | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | Added to | 66,973 | 7,508 | 1.73% | 1.56% | 128 | +13,268 | 24.71% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 66,589 | 7,465 | 1.21% | 0.84% | 129 | +14,995 | 29.06% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 60,774 | 7,251 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 64,652 | 7,248 | 1.91% | 1.96% | 131 | +1,798 | 2.86% | Q1 2026 | Apr 20, 2026 |
| TABR Capital Management, LLC | History | Added to | 64,457 | 7,226 | 6.65% | 5.02% | 132 | +1,454 | 2.31% | Q1 2026 | Apr 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 64,241 | 7,202 | 2.28% | 0.81% | 133 | +44,595 | 226.99% | Q1 2026 | Apr 15, 2026 |
| Trademark Financial Management, LLC | History | Added to | 63,409 | 7,108 | 3.48% | 3.88% | 134 | +4,364 | 7.39% | Q1 2026 | Apr 27, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 62,874 | 7,048 | 3.12% | 3.23% | 135 | +3,996 | 6.79% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 61,271 | 6,869 | 0.15% | 0.19% | 136 | -10,541 | -14.68% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 61,263 | 6,868 | 0.0% | 0.0% | 137 | +11,496 | 23.1% | Q1 2026 | May 12, 2026 |
| Pachira Investments Inc. | History | Added to | 60,910 | 6,828 | 3.19% | 3.45% | 138 | +1,561 | 2.63% | Q1 2026 | Apr 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 60,362 | 6,767 | 7.06% | 4.95% | 139 | +18,544 | 44.34% | Q1 2026 | Apr 16, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 58,849 | 6,597 | 1.92% | 2.86% | 140 | +659 | 1.13% | Q1 2026 | Apr 20, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 57,831 | 6,483 | 2.72% | 7.15% | 141 | -85,114 | -59.54% | Q1 2026 | Apr 29, 2026 |
| Next Level Private LLC | History | New | 57,026 | 6,393 | 1.44% | — | 142 | +57,026 | New | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 56,682 | 6,354 | 0.12% | 0.13% | 143 | -413 | -0.72% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Reduced | 55,992 | 6,277 | 0.1% | 0.12% | 144 | -5,951 | -9.61% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 55,845 | 6,260 | 0.17% | 0.17% | 145 | +3,086 | 5.85% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 55,500 | 6,222 | 0.05% | 0.05% | 146 | +7,658 | 16.01% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 54,922 | 6,157 | 1.41% | 2.15% | 147 | -23,646 | -30.1% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 53,548 | 6,002 | 0.11% | 0.11% | 148 | +3,859 | 7.77% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 52,560 | 5,892 | 0.01% | 0.01% | 149 | -5,957 | -10.18% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 52,256 | 5,858 | 0.25% | — | 150 | +52,256 | New | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 51,881 | 5,816 | 0.64% | 0.86% | 151 | -12,194 | -19.03% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 51,515 | 5,775 | 0.13% | 0.14% | 152 | +2,244 | 4.55% | Q1 2026 | May 04, 2026 |
| Darrow Company, Inc. | History | Added to | 50,974 | 5,714 | 2.57% | 2.64% | 153 | +1,768 | 3.59% | Q1 2026 | Apr 20, 2026 |
| TSA Wealth Managment LLC | History | Added to | 49,789 | 5,581 | 1.8% | 1.81% | 154 | +3,966 | 8.66% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 49,440 | 5,542 | 0.04% | 0.04% | 155 | +2,426 | 5.16% | Q1 2026 | Apr 15, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 49,436 | 5,542 | 1.73% | 1.76% | 156 | +385 | 0.78% | Q1 2026 | Apr 17, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 48,338 | 5,419 | 1.1% | 1.19% | 157 | -315 | -0.65% | Q1 2026 | Apr 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 47,506 | 5,325 | 0.05% | 0.05% | 158 | +3,029 | 6.81% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 46,268 | 5,297 | 0.05% | 0.07% | 159 | -12,393 | -21.13% | Q1 2026 | Apr 07, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Added to | 47,022 | 5,271 | 3.42% | 3.42% | 160 | +6,721 | 16.68% | Q1 2026 | May 08, 2026 |
| BNB Wealth Management, LLC | History | Reduced | 46,784 | 5,244 | 3.37% | 3.7% | 161 | -1,378 | -2.86% | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | Added to | 46,515 | 5,214 | 1.33% | 1.56% | 162 | +386 | 0.84% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 46,429 | 5,205 | 0.03% | 0.02% | 163 | +25,017 | 116.84% | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 46,418 | 5,203 | 0.73% | 0.71% | 164 | +3,318 | 7.7% | Q1 2026 | Apr 15, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 45,434 | 5,093 | 0.99% | 1.16% | 165 | +3,407 | 8.11% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Added to | 45,411 | 5,092 | 1.67% | 1.67% | 166 | +5,928 | 15.01% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 44,648 | 5,005 | 0.01% | 0.01% | 167 | +2,808 | 6.71% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 44,516 | 4,990 | 0.11% | 0.25% | 168 | -54,974 | -55.26% | Q1 2026 | May 01, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 44,261 | 4,962 | 0.9% | 0.86% | 169 | +3,468 | 8.5% | Q1 2026 | Apr 30, 2026 |
| Prostatis Group LLC | History | Added to | 44,026 | 4,935 | 1.26% | 1.16% | 170 | +3,382 | 8.32% | Q1 2026 | May 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 43,970 | 4,929 | 2.22% | 2.28% | 171 | +1,349 | 3.17% | Q1 2026 | Apr 28, 2026 |
| Fiduciary Planning LLC | History | Added to | 43,955 | 4,927 | 1.49% | 1.51% | 172 | +2,293 | 5.5% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,834 | 4,914 | 0.01% | 0.0% | 173 | +35,549 | 429.08% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 43,536 | 4,880 | 0.07% | 0.09% | 174 | -10,653 | -19.66% | Q1 2026 | May 12, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 43,228 | 4,846 | 0.66% | 0.7% | 175 | +988 | 2.34% | Q1 2026 | Apr 23, 2026 |
| VICUS CAPITAL | History | Added to | 43,130 | 4,835 | 0.36% | 0.38% | 176 | +542 | 1.27% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 42,638 | 4,780 | 0.01% | 0.01% | 177 | +7,787 | 22.34% | Q1 2026 | May 14, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 42,624 | 4,778 | 1.98% | 1.98% | 178 | +2,304 | 5.71% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 42,601 | 4,776 | 0.24% | 0.26% | 179 | +1,151 | 2.78% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 42,463 | 4,760 | 0.11% | 0.08% | 180 | +14,293 | 50.74% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 40,973 | 4,593 | 1.92% | 0.79% | 181 | +24,868 | 154.41% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,069 | 4,492 | 0.02% | 0.02% | 182 | +5,325 | 15.33% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Added to | 39,839 | 4,466 | 0.49% | 0.0% | 183 | +39,776 | 63136.51% | Q1 2026 | May 07, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 39,493 | 4,427 | 4.38% | 4.53% | 184 | +511 | 1.31% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 39,482 | 4,426 | 0.15% | 0.16% | 185 | +2,025 | 5.41% | Q1 2026 | Apr 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 39,350 | 4,411 | 0.54% | 0.53% | 186 | +2,746 | 7.5% | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 39,336 | 4,409 | 0.16% | 0.13% | 187 | +8,689 | 28.35% | Q1 2026 | Apr 14, 2026 |
| Vigilare Wealth Management | History | Reduced | 37,824 | 4,240 | 1.43% | 2.63% | 188 | -27,653 | -42.23% | Q1 2026 | Apr 01, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 37,127 | 4,162 | 0.13% | 0.11% | 189 | +7,805 | 26.62% | Q1 2026 | May 05, 2026 |
| M1 Capital Management LLC | History | Added to | 36,970 | 4,144 | 1.91% | 1.22% | 190 | +12,469 | 50.89% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,986 | 4,117 | 0.01% | 0.02% | 191 | +13,356 | 59.02% | Q1 2026 | May 12, 2026 |
| Daviman Financial, LLC | History | Added to | 36,698 | 4,114 | 2.43% | 2.35% | 192 | +3,071 | 9.13% | Q1 2026 | Apr 23, 2026 |
| Estate Planners Group, LLC | History | Reduced | 36,362 | 4,076 | 1.96% | 1.99% | 193 | -2,122 | -5.51% | Q1 2026 | May 11, 2026 |
| Berbice Capital Management LLC | History | Reduced | 35,833 | 4,017 | 2.63% | 4.31% | 194 | -24,301 | -40.41% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 35,591 | 3,990 | 0.13% | 0.06% | 195 | +15,114 | 73.81% | Q1 2026 | Apr 23, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 35,580 | 3,989 | 0.03% | 0.01% | 196 | +23,940 | 205.67% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 35,080 | 3,932 | 0.16% | 0.13% | 197 | +9,005 | 34.53% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 35,034 | 3,927 | 0.22% | 0.25% | 198 | +17,709 | 102.22% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 34,726 | 3,893 | 0.22% | 0.13% | 199 | +15,903 | 84.49% | Q1 2026 | May 14, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 34,696 | 3,889 | 2.96% | 3.61% | 200 | -1,426 | -3.95% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 34,646 | 3,884 | 0.18% | 0.29% | 201 | -16,300 | -31.99% | Q1 2026 | Apr 28, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 34,414 | 3,858 | 2.75% | 2.95% | 202 | +1,214 | 3.66% | Q1 2026 | May 19, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 33,985 | 3,810 | 0.29% | 0.6% | 203 | -32,750 | -49.07% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 33,857 | 3,795 | 0.02% | 0.02% | 204 | -2,430 | -6.7% | Q1 2026 | May 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 33,715 | 3,779 | 1.87% | 1.94% | 205 | +2,094 | 6.62% | Q1 2026 | Apr 16, 2026 |
| Greenline Wealth Management LLC | History | Added to | 33,590 | 3,765 | 4.34% | 3.91% | 206 | +1,917 | 6.05% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 33,318 | 3,735 | 0.0% | — | 207 | +33,318 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Reduced | 32,993 | 3,698 | 0.18% | 0.2% | 208 | -1,007 | -2.96% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,976 | 3,696 | 0.02% | 0.01% | 209 | +4,916 | 17.52% | Q1 2026 | May 15, 2026 |
| Maia Wealth LLC | History | Reduced | 32,821 | 3,679 | 0.62% | 0.68% | 210 | -786 | -2.34% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,802 | 3,677 | 0.06% | 0.05% | 211 | +9,978 | 43.72% | Q1 2026 | May 18, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 32,556 | 3,649 | 0.97% | 0.92% | 212 | +3,545 | 12.22% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,147 | 3,604 | 0.0% | 0.0% | 213 | +25,553 | 387.52% | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 31,306 | 3,509 | 1.86% | — | 214 | +31,306 | New | Q1 2026 | May 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 30,927 | 3,467 | 1.09% | 1.12% | 215 | +1,664 | 5.69% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 30,852 | 3,458 | 0.0% | 0.0% | 216 | +9,665 | 45.62% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 30,152 | 3,380 | 0.01% | — | 217 | +30,152 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 29,969 | 3,359 | 0.01% | 0.07% | 218 | -116,882 | -79.59% | Q1 2026 | May 13, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 29,815 | 3,342 | 1.48% | 1.98% | 219 | -7,165 | -19.38% | Q1 2026 | Apr 22, 2026 |
| ArborFi Advisors, LLC | History | Added to | 29,354 | 3,290 | 2.69% | 2.73% | 220 | +1,121 | 3.97% | Q1 2026 | Apr 29, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 29,300 | 3,284 | 3.08% | 2.93% | 221 | +1,009 | 3.57% | Q1 2026 | May 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 29,242 | 3,278 | 0.78% | 0.88% | 222 | +1,958 | 7.18% | Q1 2026 | May 07, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 29,094 | 3,261 | 2.66% | 2.24% | 223 | +7,360 | 33.86% | Q1 2026 | May 11, 2026 |
| AIFG Consultants Ltd. | History | No change | 27,328 | 3,260 | 5.6% | 5.6% | 224 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 29,025 | 3,254 | 3.21% | 2.13% | 225 | +7,585 | 35.38% | Q1 2026 | May 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 28,780 | 3,226 | 0.36% | 0.35% | 226 | +2,298 | 8.68% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 28,757 | 3,223 | 0.18% | 0.19% | 227 | -405 | -1.39% | Q1 2026 | May 08, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 23,844 | 3,018 | 1.94% | 1.72% | 228 | +1,946 | 8.89% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 26,872 | 3,012 | 0.03% | 0.15% | 229 | -146,619 | -84.51% | Q1 2026 | May 13, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 26,809 | 3,006 | 0.31% | 0.79% | 230 | -41,109 | -60.53% | Q1 2026 | May 11, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 22,379 | 2,956 | 0.63% | 0.19% | 231 | +15,240 | 213.48% | Q1 2026 | Apr 28, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 25,955 | 2,895 | 1.49% | 1.7% | 232 | -3,375 | -11.51% | Q1 2026 | May 14, 2026 |
| Entelevest, LLC | History | Added to | 25,619 | 2,872 | 2.87% | 2.29% | 233 | +6,455 | 33.68% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 25,558 | 2,865 | 0.2% | 0.21% | 234 | +1,315 | 5.42% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 25,294 | 2,835 | 0.38% | 0.34% | 235 | +3,054 | 13.73% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 25,231 | 2,828 | 0.1% | 0.11% | 236 | +572 | 2.32% | Q1 2026 | Apr 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 25,160 | 2,820 | 1.52% | 1.68% | 237 | -174 | -0.69% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 25,137 | 2,818 | 0.05% | 0.04% | 238 | +5,472 | 27.83% | Q1 2026 | Apr 22, 2026 |
| Fortune Financial Group, Inc. | History | Added to | 25,079 | 2,811 | 2.53% | 2.48% | 239 | +3,915 | 18.5% | Q1 2026 | Apr 23, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 25,007 | 2,803 | 2.13% | 2.21% | 240 | -398 | -1.57% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Reduced | 22,963 | 2,786 | 0.09% | 0.1% | 241 | -899 | -3.77% | Q1 2026 | Apr 09, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 24,440 | 2,740 | 0.51% | — | 242 | +24,440 | New | Q1 2026 | Apr 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 24,387 | 2,734 | 1.09% | 1.2% | 243 | -359 | -1.45% | Q1 2026 | Apr 22, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 24,169 | 2,709 | 1.98% | 1.25% | 244 | +11,507 | 90.88% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 23,724 | 2,659 | 0.03% | 0.16% | 245 | -93,923 | -79.83% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 23,199 | 2,600 | 0.09% | 0.08% | 246 | +3,032 | 15.03% | Q1 2026 | Apr 22, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 22,812 | 2,557 | 1.49% | 1.01% | 247 | +9,184 | 67.39% | Q1 2026 | Apr 15, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 22,709 | 2,545 | 0.23% | 0.32% | 248 | -164 | -0.72% | Q1 2026 | May 12, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Added to | 18,141 | 2,527 | 1.48% | 0.28% | 249 | +14,702 | 427.51% | Q1 2026 | May 11, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 22,274 | 2,497 | 1.63% | 1.77% | 250 | -702 | -3.06% | Q1 2026 | Apr 21, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 22,231 | 2,492 | 0.19% | 9.24% | 251 | -988,848 | -97.8% | Q1 2026 | May 12, 2026 |
| Southland Equity Partners LLC | History | Added to | 22,069 | 2,474 | 0.48% | 0.49% | 252 | +1,120 | 5.35% | Q1 2026 | Apr 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 21,600 | 2,421 | 0.01% | — | 253 | +21,600 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,116 | 2,367 | 0.03% | 0.03% | 254 | +6,118 | 40.79% | Q1 2026 | May 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 19,229 | 2,360 | 1.65% | 1.53% | 255 | +4,268 | 28.53% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 20,688 | 2,319 | 0.05% | 0.04% | 256 | +2,866 | 16.08% | Q1 2026 | May 14, 2026 |
| Denver PWM, LLC | History | New | 16,053 | 2,308 | 0.79% | — | 257 | +16,053 | New | Q1 2026 | May 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 20,303 | 2,276 | 0.17% | 0.17% | 258 | -1,061 | -4.97% | Q1 2026 | Apr 20, 2026 |
| Stone Wealth Partners | History | Added to | 20,156 | 2,259 | 2.03% | 2.01% | 259 | +1,223 | 6.46% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 20,016 | 2,243 | 0.0% | 0.01% | 260 | -9,620 | -32.46% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 19,878 | 2,228 | 0.03% | 0.05% | 261 | -10,357 | -34.26% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 19,794 | 2,218 | 0.0% | 0.0% | 262 | +10,919 | 123.03% | Q1 2026 | May 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 19,385 | 2,173 | 0.76% | 0.62% | 263 | +4,941 | 34.21% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 19,196 | 2,152 | 0.1% | 0.05% | 264 | +9,214 | 92.31% | Q1 2026 | Apr 30, 2026 |
| Prota Financial, LLC | History | New | 18,601 | 2,085 | 1.51% | — | 265 | +18,601 | New | Q1 2026 | Apr 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 18,462 | 2,069 | 0.23% | 1.34% | 266 | -81,700 | -81.57% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,417 | 2,065 | 0.0% | 0.0% | 267 | +8,106 | 78.62% | Q1 2026 | May 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 18,298 | 2,051 | 1.27% | 1.28% | 268 | +47 | 0.26% | Q1 2026 | May 13, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 18,256 | 2,046 | 0.72% | 0.74% | 269 | -130 | -0.71% | Q1 2026 | May 05, 2026 |
| JBR Co Financial Management Inc | History | No change | 17,047 | 2,034 | 0.85% | 0.85% | 270 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 17,858 | 2,002 | 0.42% | 0.4% | 271 | +2,103 | 13.35% | Q1 2026 | May 05, 2026 |
| Weaver Consulting Group | History | Added to | 17,834 | 1,999 | 0.48% | 0.5% | 272 | +573 | 3.32% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,611 | 1,975 | 0.01% | 0.01% | 273 | +10,481 | 147.0% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 17,603 | 1,973 | 0.19% | 0.08% | 274 | +10,820 | 159.52% | Q1 2026 | May 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 16,143 | 1,926 | 1.68% | 1.68% | 275 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Orca Investment Management, LLC | History | Reduced | 16,939 | 1,899 | 1.61% | 1.68% | 276 | -890 | -4.99% | Q1 2026 | Apr 23, 2026 |
| Investment Insight Wealth Management, LLC | History | Added to | 16,878 | 1,892 | 2.04% | 0.62% | 277 | +11,600 | 219.78% | Q1 2026 | Apr 29, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 16,553 | 1,855 | 1.06% | 1.17% | 279 | +988 | 6.35% | Q1 2026 | May 15, 2026 |
| Horizon Investment Services, LLC | History | Added to | 16,554 | 1,855 | 0.65% | 0.69% | 278 | +590 | 3.7% | Q1 2026 | May 15, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 16,508 | 1,850 | 0.61% | 0.66% | 280 | +1,209 | 7.9% | Q1 2026 | May 15, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 15,279 | 1,823 | 1.02% | 1.02% | 281 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,255 | 1,820 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 16,216 | 1,817 | 0.1% | 0.09% | 283 | -1,472 | -8.32% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 16,027 | 1,796 | 0.16% | 0.14% | 284 | +2,540 | 18.83% | Q1 2026 | May 11, 2026 |
| ATX Financial Planning, LLC | History | Added to | 15,990 | 1,792 | 1.36% | 1.28% | 285 | +2,108 | 15.19% | Q1 2026 | Apr 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 15,764 | 1,767 | 0.15% | 0.14% | 286 | +1,535 | 10.79% | Q1 2026 | Apr 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 15,560 | 1,744 | 0.19% | 0.47% | 287 | -21,367 | -57.86% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 15,527 | 1,740 | 0.0% | — | 288 | +15,527 | New | Q1 2026 | May 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 15,382 | 1,724 | 0.4% | 0.35% | 289 | +2,424 | 18.71% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 15,323 | 1,717 | 0.1% | 0.13% | 290 | -1,792 | -10.47% | Q1 2026 | Apr 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 15,199 | 1,704 | 0.48% | 0.36% | 291 | +4,270 | 39.07% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,134 | 1,696 | 0.0% | 0.0% | 292 | -6,890 | -31.28% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,856 | 1,665 | 0.61% | 0.61% | 293 | +1,138 | 8.3% | Q1 2026 | Apr 09, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 14,699 | 1,647 | 0.61% | 0.65% | 294 | -25 | -0.17% | Q1 2026 | May 18, 2026 |
| Apeiron RIA LLC | History | Added to | 14,600 | 1,636 | 0.38% | 0.34% | 295 | +838 | 6.09% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,590 | 1,635 | 0.06% | 0.07% | 296 | -449 | -2.99% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 14,392 | 1,613 | 0.05% | 0.06% | 297 | +261 | 1.85% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,330 | 1,606 | 0.13% | 0.13% | 298 | +949 | 7.09% | Q1 2026 | May 15, 2026 |
| Envision Financial Transparency, LLC | History | New | 14,255 | 1,598 | 1.55% | — | 299 | +14,255 | New | Q1 2026 | May 13, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 14,056 | 1,575 | 1.12% | 1.18% | 300 | +258 | 1.87% | Q1 2026 | May 12, 2026 |