J.P. Morgan Exchange-Traded Fund Trust - HELO
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 | 3,458,953 | 221,061 | 0.06% | 0.06% | 1 | +269,397 | 8.45% | Q1 2026 | May 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,894,024 | 184,957 | 3.51% | 3.31% | 2 | +257,174 | 9.75% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,564,278 | 163,883 | 0.04% | 0.04% | 3 | +689,557 | 36.78% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,420,158 | 154,672 | 0.01% | 0.01% | 4 | +206,013 | 9.3% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,229,653 | 142,497 | 0.03% | 0.02% | 5 | +203,792 | 10.06% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,889,658 | 120,703 | 0.18% | 0.19% | 6 | -96,323 | -4.85% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,830,717 | 117,001 | 0.04% | 0.04% | 7 | +88,543 | 5.08% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,706,244 | 109,421 | 0.22% | 0.18% | 8 | -315,430 | -15.6% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Added to | 1,584,346 | 101,255 | 0.11% | 0.07% | 9 | +656,912 | 70.83% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | Added to | 1,090,050 | 69,665 | 20.13% | 19.34% | 10 | +1,861 | 0.17% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,004,470 | 64,198 | 0.07% | 0.07% | 11 | +44,247 | 4.61% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 976,660 | 62,412 | 0.01% | 0.01% | 12 | +236,015 | 31.87% | Q1 2026 | May 15, 2026 |
| Legacy Financial Group LLC | History | Added to | 967,024 | 61,802 | 7.77% | 7.92% | 13 | +6,401 | 0.67% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 919,308 | 58,752 | 0.01% | 0.01% | 14 | +22,530 | 2.51% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 780,654 | 49,891 | 0.06% | 0.06% | 15 | +8,930 | 1.16% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 749,393 | 47,893 | 0.07% | 0.06% | 16 | +52,467 | 7.53% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 708,571 | 45,284 | 0.5% | 0.56% | 17 | -68,801 | -8.85% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 706,317 | 45,140 | 6.0% | 6.06% | 18 | +21,763 | 3.18% | Q1 2026 | Apr 09, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 695,057 | 44,421 | 20.74% | 22.69% | 19 | -53,552 | -7.15% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 543,744 | 34,435 | 0.0% | 0.0% | 20 | +140,493 | 34.84% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 511,303 | 32,677 | 0.01% | 0.01% | 21 | +19,064 | 3.87% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 459,978 | 29,397 | 0.08% | 0.08% | 22 | -38,263 | -7.68% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 448,851 | 28,720 | 0.18% | 0.16% | 23 | +36,505 | 8.85% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 437,084 | 27,933 | 0.03% | 0.03% | 24 | +12,177 | 2.87% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 407,144 | 26,021 | 0.07% | 0.11% | 25 | -210,078 | -34.04% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 329,299 | 21,045 | 0.02% | 0.03% | 26 | +11,309 | 3.56% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 316,622 | 20,235 | 0.27% | 0.21% | 27 | +89,403 | 39.35% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 298,189 | 19,057 | 0.22% | 0.18% | 28 | +57,591 | 23.94% | Q1 2026 | Apr 16, 2026 |
| Garrett Wealth Advisory Group, LLC | History | New | 292,018 | 18,662 | 3.32% | — | 29 | +292,018 | New | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 280,770 | 17,943 | 1.42% | 1.15% | 30 | +98,552 | 54.08% | Q1 2026 | Apr 16, 2026 |
| Longview Financial Advisors LLC | History | Added to | 266,746 | 17,047 | 9.26% | 9.18% | 31 | +16,001 | 6.38% | Q1 2026 | Apr 20, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 264,937 | 16,932 | 13.55% | 13.61% | 32 | +11,124 | 4.38% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 264,014 | 16,873 | 0.08% | 0.11% | 33 | -87,101 | -24.81% | Q1 2026 | Apr 24, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 261,547 | 16,715 | 4.75% | 5.26% | 34 | +3,595 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Carr Financial Group Corp | History | Added to | 249,734 | 15,960 | 4.21% | 3.82% | 35 | +33,402 | 15.44% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Reduced | 243,451 | 15,550 | 1.13% | 1.24% | 36 | -13,460 | -5.24% | Q1 2026 | May 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 237,560 | 15,182 | 0.2% | 0.1% | 37 | +121,757 | 105.14% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 222,792 | 14,238 | 0.35% | 0.4% | 38 | -18,995 | -7.86% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 213,073 | 13,617 | 0.25% | 0.27% | 39 | +2,745 | 1.31% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 211,965 | 13,546 | 0.82% | 0.95% | 40 | -32,106 | -13.15% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 207,847 | 13,283 | 0.2% | 0.27% | 41 | -60,545 | -22.56% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 203,253 | 12,989 | 0.26% | 0.28% | 42 | -12,518 | -5.8% | Q1 2026 | Apr 17, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 201,832 | 12,899 | 2.9% | 3.04% | 43 | +7,114 | 3.65% | Q1 2026 | Apr 22, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 201,764 | 12,894 | 0.72% | 0.9% | 44 | -9,736 | -4.6% | Q1 2026 | Apr 29, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 192,856 | 12,325 | 1.78% | 1.67% | 45 | +5,390 | 2.88% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 185,430 | 11,850 | 0.81% | 0.41% | 46 | +95,513 | 106.22% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 182,626 | 11,671 | 0.27% | 0.32% | 47 | -18,685 | -9.28% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Added to | 179,671 | 11,482 | 0.98% | 0.89% | 48 | +28,427 | 18.8% | Q1 2026 | May 07, 2026 |
| Wick Capital Partners, LLC | History | Added to | 175,621 | 11,223 | 2.05% | 2.07% | 49 | +1,743 | 1.0% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 172,428 | 11,019 | 0.31% | 0.35% | 50 | +1,854 | 1.09% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 169,904 | 10,858 | 0.34% | — | 51 | +169,904 | New | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 166,834 | 10,662 | 3.8% | — | 52 | +166,834 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 163,622 | 10,432 | 0.05% | 0.05% | 53 | +11,676 | 7.68% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 162,463 | 10,383 | 0.08% | 0.16% | 54 | -35,249 | -17.83% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 162,211 | 10,366 | 0.46% | 0.56% | 55 | -24,705 | -13.22% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 158,504 | 10,129 | 0.08% | 0.09% | 56 | +70 | 0.04% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Added to | 155,884 | 9,962 | 0.46% | 0.43% | 57 | +9,708 | 6.64% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 152,645 | 9,755 | 0.04% | 0.03% | 58 | +31,302 | 25.8% | Q1 2026 | Apr 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 149,721 | 9,568 | 2.06% | 2.06% | 59 | +1,821 | 1.23% | Q1 2026 | May 08, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 147,747 | 9,442 | 2.51% | 2.51% | 60 | +5,015 | 3.51% | Q1 2026 | Apr 16, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 147,270 | 9,412 | 1.58% | 1.32% | 61 | +27,916 | 23.39% | Q1 2026 | Apr 08, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 146,382 | 9,355 | 1.71% | 1.73% | 62 | +4,173 | 2.93% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 144,850 | 9,257 | 1.06% | 0.11% | 63 | +130,192 | 888.2% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 143,156 | 9,149 | 0.05% | 0.04% | 64 | +37,103 | 34.99% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 140,509 | 8,979 | 0.11% | 0.12% | 65 | -6,494 | -4.42% | Q1 2026 | Apr 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 131,378 | 8,396 | 2.93% | 3.12% | 66 | +1,690 | 1.3% | Q1 2026 | Apr 21, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 131,134 | 8,380 | 0.96% | 1.5% | 67 | -64,005 | -32.8% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 130,908 | 8,366 | 0.02% | 0.02% | 68 | +1,587 | 1.23% | Q1 2026 | May 01, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 122,654 | 7,838 | 3.63% | 3.37% | 69 | +12,569 | 11.42% | Q1 2026 | May 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 122,243 | 7,822 | 0.55% | 0.56% | 70 | +10,693 | 9.59% | Q1 2026 | Apr 24, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 122,850 | 7,780 | 2.58% | 2.5% | 71 | +8,525 | 7.46% | Q1 2026 | Apr 27, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 119,523 | 7,638 | 6.26% | 6.98% | 72 | +3,622 | 3.13% | Q1 2026 | May 05, 2026 |
| Allegheny Financial Group | History | Added to | 117,678 | 7,520 | 1.01% | 0.76% | 73 | +39,933 | 51.36% | Q1 2026 | Apr 16, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 114,226 | 7,300 | 0.23% | 0.23% | 74 | +3,207 | 2.89% | Q1 2026 | May 11, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 113,365 | 7,245 | 3.98% | 4.05% | 75 | +7,162 | 6.74% | Q1 2026 | Apr 21, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 111,418 | 7,120 | 1.47% | 1.46% | 76 | +11,117 | 11.08% | Q1 2026 | May 12, 2026 |
| Planned Solutions, Inc. | History | Added to | 109,884 | 7,022 | 2.3% | 2.34% | 77 | +31 | 0.03% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Reduced | 107,881 | 6,894 | 0.09% | 0.11% | 78 | -3,262 | -2.93% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 101,191 | 6,748 | 0.41% | 0.39% | 79 | +10,956 | 12.14% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 105,314 | 6,730 | 0.16% | 0.18% | 80 | -1,229 | -1.15% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 104,094 | 6,652 | 0.52% | 0.6% | 81 | -9,900 | -8.68% | Q1 2026 | May 07, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 101,584 | 6,492 | 2.99% | 2.44% | 82 | +29,204 | 40.35% | Q1 2026 | Apr 16, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 100,541 | 6,425 | 0.99% | 1.05% | 83 | -496 | -0.49% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 99,081 | 6,332 | 0.24% | 0.23% | 84 | +2,400 | 2.48% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Added to | 97,626 | 6,239 | 2.7% | 0.92% | 85 | +65,529 | 204.16% | Q1 2026 | May 01, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 96,624 | 6,175 | 0.83% | 0.72% | 86 | +11,336 | 13.29% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 94,913 | 6,065 | 0.03% | 0.02% | 87 | +10,748 | 12.77% | Q1 2026 | Apr 29, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 93,488 | 5,974 | 2.08% | 4.07% | 88 | -89,915 | -49.03% | Q1 2026 | Apr 20, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 92,584 | 5,917 | 1.14% | 1.12% | 89 | -20,413 | -18.07% | Q1 2026 | Apr 29, 2026 |
| Cooper Financial Group | History | Added to | 91,608 | 5,854 | 0.59% | 0.6% | 90 | +6,610 | 7.78% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 91,288 | 5,834 | 0.06% | 0.04% | 91 | +23,335 | 34.34% | Q1 2026 | May 08, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 90,331 | 5,773 | 1.41% | 1.37% | 92 | +6,614 | 7.9% | Q1 2026 | May 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 89,163 | 5,698 | 3.0% | 2.88% | 93 | +6,379 | 7.71% | Q1 2026 | Apr 22, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 81,339 | 5,198 | 0.62% | 0.65% | 94 | +4,139 | 5.36% | Q1 2026 | Apr 24, 2026 |
| Strategic Financial Concepts, LLC | History | New | 80,422 | 5,052 | 1.25% | — | 95 | +80,422 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 75,728 | 4,839 | 0.06% | 0.01% | 96 | +63,589 | 523.84% | Q1 2026 | May 01, 2026 |
| DeDora Capital, Inc. | History | Added to | 75,312 | 4,813 | 1.18% | 1.09% | 97 | +6,021 | 8.69% | Q1 2026 | Apr 27, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 74,638 | 4,770 | 1.12% | 1.17% | 98 | +1,275 | 1.74% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 69,790 | 4,460 | 0.06% | 0.05% | 99 | +15,520 | 28.6% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 69,010 | 4,410 | 0.32% | 0.21% | 100 | +24,642 | 55.54% | Q1 2026 | May 05, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 68,066 | 4,350 | 0.07% | 0.07% | 101 | -7,203 | -9.57% | Q1 2026 | May 15, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 68,023 | 4,347 | 1.67% | 1.64% | 102 | +4,224 | 6.62% | Q1 2026 | Apr 22, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 67,907 | 4,339 | 0.49% | 0.43% | 103 | +4,600 | 7.27% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 67,405 | 4,307 | 0.08% | 0.08% | 104 | +3,242 | 5.05% | Q1 2026 | Apr 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 66,319 | 4,238 | 0.01% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 66,029 | 4,219 | 1.49% | 0.88% | 106 | +1,653 | 2.57% | Q1 2026 | May 13, 2026 |
| Firestone Capital Management | History | Added to | 65,795 | 4,204 | 0.88% | 0.84% | 107 | +6,377 | 10.73% | Q1 2026 | May 08, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 62,747 | 4,010 | 1.33% | 1.37% | 108 | +2,913 | 4.87% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 62,736 | 4,009 | 0.23% | 0.25% | 109 | +31,246 | 99.23% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 60,510 | 3,867 | 0.03% | 0.03% | 110 | -4,389 | -6.76% | Q1 2026 | May 13, 2026 |
| Renasant Bank | History | Reduced | 59,752 | 3,818 | 2.7% | 2.7% | 111 | -129 | -0.22% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 57,140 | 3,651 | 0.0% | 0.0% | 112 | -38,746 | -40.41% | Q1 2026 | May 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 56,620 | 3,618 | 2.37% | 2.69% | 113 | -4,817 | -7.84% | Q1 2026 | May 07, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 55,343 | 3,536 | 2.04% | 2.77% | 114 | -15,976 | -22.4% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 55,139 | 3,523 | 0.02% | 0.03% | 115 | -15,844 | -22.32% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 53,470 | 3,417 | 2.6% | 2.66% | 116 | -1,309 | -2.39% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 51,550 | 3,294 | 0.0% | — | 117 | +51,550 | New | Q1 2026 | May 12, 2026 |
| Park Place Capital Corp | History | Added to | 51,148 | 3,268 | 0.66% | 0.61% | 118 | +7,208 | 16.4% | Q1 2026 | Apr 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 50,091 | 3,201 | 0.23% | 0.07% | 119 | +36,353 | 264.62% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 49,932 | 3,191 | 0.25% | 0.21% | 120 | +6,897 | 16.03% | Q1 2026 | Apr 23, 2026 |
| Family Capital Management, Inc. | History | Added to | 49,444 | 3,159 | 1.4% | 1.1% | 121 | +12,318 | 33.18% | Q1 2026 | Apr 22, 2026 |
| Shore Point Advisors, LLC | History | Added to | 48,740 | 3,115 | 1.23% | 1.37% | 122 | +84 | 0.17% | Q1 2026 | Apr 08, 2026 |
| Clarity Retirement & Wealth, LLC | History | Added to | 48,737 | 3,114 | 2.51% | 2.24% | 123 | +10,349 | 26.96% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 46,612 | 3,096 | 0.02% | 0.02% | 124 | +10,575 | 29.34% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 48,301 | 3,086 | 0.03% | — | 125 | +48,301 | New | Q1 2026 | May 12, 2026 |
| SK Wealth Management, LLC | History | Reduced | 47,355 | 3,043 | 0.84% | 0.99% | 126 | -5,738 | -10.81% | Q1 2026 | May 06, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 45,893 | 2,932 | 1.68% | 1.81% | 127 | -1,537 | -3.24% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 45,850 | 2,930 | 0.22% | 0.25% | 128 | +428 | 0.94% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 45,684 | 2,919 | 0.03% | 0.04% | 129 | -9,280 | -16.88% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Added to | 45,524 | 2,909 | 0.05% | 0.05% | 130 | +2,793 | 6.54% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 44,966 | 2,873 | 0.04% | 0.06% | 131 | +1,216 | 2.78% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 44,717 | 2,857 | 0.02% | 0.01% | 132 | +6,322 | 16.47% | Q1 2026 | Apr 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 41,697 | 2,769 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Convergence Financial, LLC | History | Added to | 40,270 | 2,717 | 0.29% | 0.34% | 134 | +5,506 | 15.84% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 41,721 | 2,666 | 0.01% | 0.01% | 135 | +10,006 | 31.55% | Q1 2026 | May 15, 2026 |
| Sincerus Advisory, LLC | History | Added to | 40,783 | 2,606 | 1.98% | 1.98% | 136 | +3,633 | 9.78% | Q1 2026 | Apr 06, 2026 |
| Advyzon Investment Management, LLC | History | New | 40,665 | 2,598 | 0.23% | — | 137 | +40,665 | New | Q1 2026 | May 12, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 40,633 | 2,596 | 1.02% | 1.16% | 138 | -5,591 | -12.1% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 40,451 | 2,585 | 0.01% | 0.01% | 139 | -5,173 | -11.34% | Q1 2026 | Apr 22, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 40,327 | 2,577 | 1.02% | 1.11% | 140 | -978 | -2.37% | Q1 2026 | Apr 08, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 39,384 | 2,517 | 1.11% | 1.1% | 141 | +3,950 | 11.15% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,250 | 2,508 | 0.0% | 0.0% | 142 | +685 | 1.78% | Q1 2026 | May 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 36,814 | 2,352 | 0.95% | 0.66% | 143 | +13,807 | 60.01% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 36,407 | 2,326 | 0.43% | 0.42% | 144 | +2,833 | 8.44% | Q1 2026 | Apr 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 33,993 | 2,303 | 1.35% | 3.21% | 145 | -36,836 | -52.01% | Q1 2026 | May 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 35,624 | 2,276 | 0.14% | 0.14% | 146 | +851 | 2.45% | Q1 2026 | May 12, 2026 |
| Sun Financial Inc | History | Reduced | 33,151 | 2,250 | 1.13% | 1.34% | 147 | -3,106 | -8.57% | Q1 2026 | May 15, 2026 |
| McLaughlin Asset Management, Inc. | History | Added to | 35,151 | 2,246 | 2.15% | 1.48% | 148 | +10,206 | 40.91% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 35,075 | 2,241 | 0.2% | 0.17% | 149 | +10,801 | 44.5% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 34,973 | 2,235 | 0.57% | 0.56% | 150 | +3,618 | 11.54% | Q1 2026 | Apr 29, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Reduced | 34,605 | 2,211 | 0.32% | 0.38% | 151 | -6,882 | -16.59% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 33,957 | 2,170 | 0.16% | 0.13% | 152 | +5,855 | 20.83% | Q1 2026 | Apr 10, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 33,611 | 2,148 | 1.14% | 1.54% | 153 | -4,733 | -12.34% | Q1 2026 | Apr 14, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 32,452 | 2,074 | 0.23% | 0.25% | 154 | -11 | -0.03% | Q1 2026 | Apr 29, 2026 |
| ARWA LLC | History | Added to | 31,223 | 2,045 | 1.01% | 0.39% | 155 | +21,036 | 206.5% | Q1 2026 | Apr 13, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 31,190 | 1,993 | 0.47% | 0.35% | 156 | +14,691 | 89.04% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 30,898 | 1,974 | 0.02% | 0.02% | 157 | -1,598 | -4.92% | Q1 2026 | Apr 20, 2026 |
| CPC Advisors, LLC | History | Reduced | 30,875 | 1,973 | 0.32% | 2.26% | 158 | -306,567 | -90.85% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,217 | 1,867 | 0.11% | 0.08% | 159 | +9,674 | 49.5% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 28,397 | 1,814 | 0.0% | — | 160 | +28,397 | New | Q1 2026 | May 15, 2026 |
| Security National Bank | History | Added to | 28,255 | 1,805 | 0.26% | 0.22% | 161 | +5,005 | 21.53% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Added to | 28,021 | 1,790 | 0.04% | 0.04% | 162 | +921 | 3.4% | Q1 2026 | Apr 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 27,580 | 1,762 | 0.07% | 0.17% | 163 | +4,555 | 19.78% | Q1 2026 | May 15, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 27,287 | 1,743 | 0.18% | 0.2% | 164 | -2,497 | -8.38% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Added to | 27,209 | 1,738 | 0.06% | 0.04% | 165 | +7,935 | 41.17% | Q1 2026 | Apr 24, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 26,914 | 1,720 | 0.9% | — | 166 | +26,914 | New | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 26,713 | 1,707 | 0.02% | 0.03% | 167 | -2,357 | -8.11% | Q1 2026 | Apr 23, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 25,867 | 1,653 | 0.58% | 0.76% | 168 | -3,773 | -12.73% | Q1 2026 | Apr 21, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 25,851 | 1,652 | 0.1% | 0.1% | 169 | +3,157 | 13.91% | Q1 2026 | Apr 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 25,395 | 1,622 | 0.32% | — | 170 | +25,395 | New | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 24,908 | 1,591 | 0.08% | 0.09% | 171 | +1,006 | 4.21% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,763 | 1,582 | 0.25% | 0.33% | 172 | -2,236 | -8.28% | Q1 2026 | Apr 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 24,693 | 1,578 | 0.78% | 0.79% | 173 | -264 | -1.06% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 23,504 | 1,561 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,266 | 1,550 | 0.03% | 0.03% | 175 | -1,578 | -6.11% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,148 | 1,479 | 0.07% | 0.06% | 177 | +3,379 | 17.09% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,152 | 1,479 | 0.03% | 0.03% | 176 | +418 | 1.84% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 22,873 | 1,461 | 0.63% | 0.63% | 178 | +1,982 | 9.49% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 22,587 | 1,443 | 0.02% | — | 179 | +22,587 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 21,248 | 1,357 | 0.03% | 0.03% | 180 | +2,742 | 14.82% | Q1 2026 | May 04, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 21,099 | 1,348 | 0.15% | 0.13% | 181 | +2,328 | 12.4% | Q1 2026 | May 04, 2026 |
| NCM Capital Management, LLC | History | Reduced | 20,873 | 1,333 | 0.48% | 0.53% | 182 | -754 | -3.49% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,074 | 1,282 | 0.0% | 0.0% | 183 | +446 | 2.27% | Q1 2026 | Apr 27, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 19,946 | 1,274 | 0.62% | 0.68% | 184 | -415 | -2.04% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 19,684 | 1,258 | 0.05% | 0.05% | 185 | +193 | 0.99% | Q1 2026 | May 12, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 19,347 | 1,236 | 0.72% | 0.87% | 186 | -2,037 | -9.53% | Q1 2026 | Apr 24, 2026 |
| Semus Wealth Partners LLC | History | Added to | 19,084 | 1,219 | 0.68% | 0.68% | 187 | +18 | 0.09% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,055 | 1,217 | 0.0% | 0.0% | 188 | +8,954 | 88.64% | Q1 2026 | May 15, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 19,032 | 1,216 | 1.0% | 0.97% | 189 | +1,473 | 8.39% | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,163 | 1,213 | 0.04% | 0.04% | 190 | -187 | -1.02% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | Added to | 18,763 | 1,199 | 0.27% | 0.21% | 191 | +4,402 | 30.65% | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 18,229 | 1,165 | 0.03% | 0.03% | 192 | +4,731 | 35.05% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 18,004 | 1,150 | 0.07% | 0.06% | 193 | -1,735 | -8.79% | Q1 2026 | Apr 28, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 17,810 | 1,138 | 0.16% | 0.16% | 194 | -300 | -1.66% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 17,056 | 1,133 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,687 | 1,130 | 0.01% | 0.01% | 196 | +1,335 | 8.16% | Q1 2026 | May 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 17,488 | 1,117 | 0.12% | 0.14% | 197 | -1,445 | -7.63% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 17,324 | 1,107 | 0.01% | 0.01% | 198 | +2,000 | 13.05% | Q1 2026 | May 12, 2026 |
| M Holdings Securities, Inc. | History | Added to | 15,987 | 1,079 | 0.07% | 0.06% | 199 | +4,042 | 33.84% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Reduced | 16,017 | 1,023 | 0.24% | 0.28% | 200 | -165 | -1.02% | Q1 2026 | Apr 13, 2026 |
| Denver PWM, LLC | History | Reduced | 15,041 | 1,017 | 0.35% | 0.77% | 201 | -21,732 | -59.1% | Q1 2026 | May 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 15,143 | 1,005 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 15,665 | 1,001 | 1.01% | 1.53% | 203 | -7,162 | -31.38% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,539 | 993 | 0.01% | — | 205 | +15,539 | New | Q1 2026 | May 13, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 15,540 | 993 | 0.54% | 0.61% | 204 | -1,160 | -6.95% | Q1 2026 | Apr 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 15,455 | 987 | 0.24% | 0.25% | 206 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 15,358 | 981 | 0.98% | 1.06% | 207 | -537 | -3.38% | Q1 2026 | Apr 16, 2026 |
| Key FInancial Inc | History | Added to | 15,301 | 977 | 0.17% | 0.05% | 208 | +11,292 | 281.67% | Q1 2026 | Apr 24, 2026 |
| JSF Financial, LLC | History | Reduced | 15,210 | 972 | 0.19% | 0.21% | 209 | -5 | -0.03% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,916 | 953 | 0.05% | 0.05% | 210 | +3,497 | 30.62% | Q1 2026 | Apr 30, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 14,860 | 949 | 0.68% | 0.65% | 211 | +1,765 | 13.48% | Q1 2026 | May 19, 2026 |
| Balentine LLC | History | Reduced | 14,758 | 943 | 0.04% | 0.04% | 212 | -864 | -5.53% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 14,721 | 940 | 0.75% | 0.79% | 213 | +766 | 5.49% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Reduced | 14,502 | 926 | 0.12% | 0.14% | 214 | -459 | -3.07% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,178 | 909 | 0.01% | 0.01% | 215 | +1,931 | 15.77% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 14,214 | 908 | 0.01% | — | 216 | +14,214 | New | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 14,165 | 905 | 0.06% | 0.04% | 217 | +3,705 | 35.42% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 14,071 | 899 | 0.0% | 0.0% | 218 | +11,355 | 418.08% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,061 | 898 | 0.03% | 0.08% | 219 | -13,064 | -48.16% | Q1 2026 | May 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 14,007 | 895 | 0.04% | 0.38% | 220 | -106,924 | -88.42% | Q1 2026 | Apr 28, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,785 | 880 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 13,768 | 879 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 13,019 | 874 | 0.52% | 0.53% | 223 | +336 | 2.65% | Q1 2026 | Apr 23, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 13,572 | 867 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 12,636 | 807 | 0.13% | 0.15% | 225 | +628 | 5.23% | Q1 2026 | Apr 30, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 12,414 | 793 | 0.45% | 0.4% | 226 | +1,581 | 14.59% | Q1 2026 | Apr 24, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 12,347 | 789 | 0.45% | 0.33% | 227 | +3,532 | 40.07% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 11,890 | 759 | 0.01% | 0.01% | 228 | +335 | 2.9% | Q1 2026 | May 05, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 11,190 | 753 | 0.11% | 0.13% | 229 | -822 | -6.84% | Q1 2026 | May 11, 2026 |
| First PREMIER Bank | History | Added to | 11,759 | 752 | 0.17% | 0.11% | 230 | +4,362 | 58.97% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,779 | 752 | 0.01% | 0.01% | 231 | -3,138 | -21.04% | Q1 2026 | May 08, 2026 |
| Simmons Bank | History | Added to | 11,432 | 730 | 0.05% | 0.01% | 232 | +8,347 | 270.57% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,975 | 729 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 10,849 | 693 | 0.16% | 0.17% | 234 | +69 | 0.64% | Q1 2026 | Apr 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,582 | 676 | 0.03% | 0.02% | 235 | +683 | 6.9% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 10,509 | 671 | 0.36% | 0.33% | 236 | +1,395 | 15.31% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 10,405 | 664 | 0.0% | 0.01% | 237 | -5,649 | -35.19% | Q1 2026 | Apr 30, 2026 |
| Signal Advisors Wealth, LLC | History | New | 10,180 | 650 | 0.04% | — | 238 | +10,180 | New | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 10,100 | 645 | 0.0% | — | 239 | +10,100 | New | Q1 2026 | May 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 9,933 | 634 | 0.61% | 0.61% | 240 | +713 | 7.73% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,815 | 627 | 0.01% | 0.03% | 241 | +73 | 0.75% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 9,753 | 623 | 0.01% | 0.01% | 242 | +11 | 0.11% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,216 | 589 | 0.06% | 0.06% | 243 | +537 | 6.19% | Q1 2026 | Apr 28, 2026 |
| Interchange Capital Partners, LLC | History | New | 9,777 | 583 | 0.18% | — | 244 | +9,777 | New | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,056 | 578 | 0.05% | 0.05% | 245 | +63 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Soundwatch Capital LLC | History | New | 9,041 | 577 | 0.07% | — | 246 | +9,041 | New | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,738 | 560 | 0.01% | 0.01% | 247 | -1,178 | -11.88% | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | Added to | 8,674 | 554 | 0.31% | 0.32% | 248 | +190 | 2.24% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,279 | 549 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,533 | 545 | 0.01% | 0.02% | 250 | -10,100 | -54.2% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 8,485 | 542 | 0.02% | 0.03% | 251 | +156 | 1.87% | Q1 2026 | May 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 8,412 | 537 | 0.13% | 0.13% | 252 | +372 | 4.63% | Q1 2026 | May 05, 2026 |
| Private Wealth Partners, LLC | History | No change | 8,000 | 511 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 7,907 | 505 | 0.08% | 1.38% | 254 | -108,045 | -93.18% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 7,761 | 496 | 0.0% | 0.0% | 255 | +2,692 | 53.11% | Q1 2026 | May 13, 2026 |
| Bank of Marin | History | Reduced | 7,617 | 486 | 0.35% | 0.35% | 256 | -15 | -0.2% | Q1 2026 | May 14, 2026 |
| Core Wealth Partners LLC | History | Added to | 7,610 | 486 | 0.23% | 0.23% | 257 | +8 | 0.11% | Q1 2026 | May 08, 2026 |
| WASHINGTON TRUST Co | History | New | 7,549 | 482 | 0.02% | — | 258 | +7,549 | New | Q1 2026 | Apr 06, 2026 |
| Dakota Wealth Management | History | Reduced | 7,462 | 476 | 0.01% | 0.01% | 259 | -499 | -6.27% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 6,935 | 443 | 0.05% | 0.08% | 260 | -3,444 | -33.18% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | No change | 6,879 | 439 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,813 | 435 | 0.01% | 0.02% | 262 | -320 | -4.49% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 6,535 | 434 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 6,729 | 430 | 0.37% | 0.41% | 264 | -413 | -5.78% | Q1 2026 | Apr 23, 2026 |
| EWA, LLC | History | Added to | 6,720 | 429 | 0.1% | 0.11% | 266 | +7 | 0.1% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,720 | 429 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Reduced | 6,711 | 428 | 0.0% | 0.0% | 267 | -1,416 | -17.42% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | New | 6,627 | 423 | 0.12% | — | 268 | +6,627 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,558 | 419 | 0.0% | — | 269 | +6,558 | New | Q1 2026 | May 01, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 6,529 | 417 | 0.1% | 0.11% | 270 | +7 | 0.11% | Q1 2026 | May 05, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,471 | 413 | 0.1% | 0.1% | 271 | +448 | 7.44% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | Reduced | 6,452 | 412 | 0.01% | 0.01% | 272 | -2,274 | -26.06% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,430 | 410 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CPWA, LLC | History | New | 5,924 | 400 | 0.48% | — | 274 | +5,924 | New | Q1 2026 | May 13, 2026 |
| Thayer Partners, LLC / MA | History | New | 6,236 | 398 | 0.19% | — | 275 | +6,236 | New | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 6,006 | 383 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,987 | 382 | 0.01% | 0.01% | 277 | +726 | 13.8% | Q1 2026 | Apr 07, 2026 |
| Vantage Point Financial LLC | History | Added to | 5,811 | 371 | 0.13% | 0.09% | 279 | +2,068 | 55.25% | Q1 2026 | May 01, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,815 | 371 | 0.15% | 0.15% | 278 | +290 | 5.25% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 5,624 | 359 | 0.38% | 0.51% | 281 | -2,052 | -26.73% | Q1 2026 | May 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,630 | 359 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 5,499 | 351 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 5,363 | 349 | 0.1% | 0.09% | 283 | +312 | 6.18% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 5,319 | 339 | 0.0% | 0.0% | 284 | -849 | -13.76% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 5,299 | 338 | 0.02% | 0.01% | 285 | +1,390 | 35.56% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | New | 5,243 | 335 | 0.02% | — | 286 | +5,243 | New | Q1 2026 | May 13, 2026 |
| Essex Bank | History | Reduced | 5,234 | 334 | 0.07% | 0.13% | 287 | -4,053 | -43.64% | Q1 2026 | Apr 17, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 5,202 | 332 | 0.17% | 0.22% | 288 | +105 | 2.06% | Q1 2026 | Apr 30, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 4,982 | 318 | 0.07% | 0.07% | 289 | -204 | -3.93% | Q1 2026 | May 08, 2026 |
| Legacy CG, LLC | History | No change | 4,910 | 313 | 0.09% | 0.09% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 4,861 | 310 | 0.11% | 0.16% | 291 | +124 | 2.62% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | No change | 4,814 | 307 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 4,593 | 305 | 0.39% | — | 293 | +4,593 | New | Q1 2026 | May 07, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 4,744 | 303 | 0.25% | 0.47% | 294 | -2,600 | -35.4% | Q1 2026 | Apr 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,621 | 295 | 0.0% | 0.0% | 295 | -7,279 | -61.17% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 4,532 | 289 | 0.03% | 0.07% | 296 | -5,005 | -52.48% | Q1 2026 | Apr 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 4,382 | 280 | 0.13% | — | 297 | +4,382 | New | Q1 2026 | Apr 28, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 4,342 | 277 | 0.09% | 0.09% | 298 | +122 | 2.89% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,293 | 274 | 0.0% | 0.0% | 299 | -683 | -13.73% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 4,212 | 269 | 0.0% | 0.0% | 300 | +3,938 | 1437.23% | Q1 2026 | May 15, 2026 |