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 | 3,615,195 | 244,314 | 0.05% | 0.06% | 1 | +156,242 | 4.52% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,326,812 | 224,825 | 3.75% | 3.51% | 2 | +432,788 | 14.95% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,360,277 | 159,507 | 0.03% | 0.03% | 3 | +130,624 | 5.86% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,330,627 | 157,503 | 0.01% | 0.01% | 4 | -89,531 | -3.7% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,868,372 | 127,665 | 0.21% | 0.22% | 5 | +162,128 | 9.5% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,876,569 | 126,818 | 0.03% | 0.04% | 6 | +45,852 | 2.5% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,727,596 | 116,750 | 0.03% | 0.04% | 7 | -836,682 | -32.63% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 1,679,081 | 113,472 | 0.1% | 0.11% | 8 | +94,735 | 5.98% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,223,032 | 82,650 | 0.02% | 0.01% | 9 | +246,372 | 25.23% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,120,018 | 75,703 | 0.09% | 0.18% | 10 | -769,640 | -40.73% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,031,619 | 69,716 | 0.07% | 0.07% | 11 | +27,149 | 2.7% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 878,512 | 59,369 | 0.01% | 0.01% | 12 | -40,796 | -4.44% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 824,518 | 55,720 | 0.06% | 0.06% | 13 | +43,864 | 5.62% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 763,321 | 51,585 | 0.49% | 0.5% | 14 | +54,750 | 7.73% | Q2 2026 | Aug 07, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 732,936 | 49,531 | 5.85% | 6.0% | 15 | +26,619 | 3.77% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 694,764 | 46,952 | 0.06% | 0.07% | 16 | -54,629 | -7.29% | Q2 2026 | Jul 29, 2026 |
| CGC Financial Services, LLC | History | Reduced | 664,952 | 44,937 | 10.11% | 20.13% | 17 | -425,098 | -39.0% | Q2 2026 | Jul 13, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 605,044 | 40,888 | 16.63% | 20.74% | 18 | -90,013 | -12.95% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 554,895 | 37,499 | 0.08% | 0.08% | 19 | +94,917 | 20.64% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 523,484 | 35,370 | 0.19% | 0.18% | 20 | +74,633 | 16.63% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 505,473 | 34,161 | 0.01% | 0.01% | 21 | -5,830 | -1.14% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 505,952 | 34,086 | 0.0% | 0.0% | 22 | -37,792 | -6.95% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 489,423 | 33,075 | 0.08% | 0.07% | 23 | +82,279 | 20.21% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 433,529 | 29,298 | 0.02% | 0.03% | 24 | -3,555 | -0.81% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 414,322 | 27,999 | 0.13% | 0.08% | 25 | +150,308 | 56.93% | Q2 2026 | Jul 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 380,100 | 25,687 | 0.28% | 0.2% | 26 | +142,540 | 60.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 372,150 | 25,149 | 0.28% | 0.27% | 27 | +55,528 | 17.54% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | Added to | 358,377 | 24,219 | 0.24% | 0.22% | 28 | +60,188 | 20.18% | Q2 2026 | Jul 15, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 308,308 | 20,835 | 3.2% | 3.32% | 29 | +16,290 | 5.58% | Q2 2026 | Aug 04, 2026 |
| Joseph Group Capital Management | History | New | 307,601 | 20,787 | 4.37% | — | 30 | +307,601 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 293,065 | 19,805 | 1.18% | 0.81% | 31 | +107,635 | 58.05% | Q2 2026 | Aug 05, 2026 |
| Longview Financial Advisors LLC | History | Added to | 288,873 | 19,522 | 9.65% | 9.26% | 32 | +22,127 | 8.3% | Q2 2026 | Jul 14, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 277,002 | 18,719 | 13.27% | 13.55% | 33 | +12,065 | 4.55% | Q2 2026 | Aug 04, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 267,027 | 18,045 | 4.63% | 4.75% | 34 | +5,480 | 2.1% | Q2 2026 | Aug 06, 2026 |
| Carr Financial Group Corp | History | Added to | 263,768 | 17,825 | 4.1% | 4.21% | 35 | +14,034 | 5.62% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 223,479 | 15,102 | 0.27% | 0.26% | 36 | +20,226 | 9.95% | Q2 2026 | Jul 31, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 205,341 | 13,876 | 2.7% | 2.9% | 37 | +3,509 | 1.74% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 202,248 | 13,667 | 0.3% | 0.35% | 38 | -20,544 | -9.22% | Q2 2026 | Jul 17, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 201,158 | 13,594 | 0.72% | 0.82% | 39 | -10,807 | -5.1% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 197,246 | 13,329 | 0.18% | 0.2% | 40 | -10,601 | -5.1% | Q2 2026 | Jul 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 195,672 | 13,223 | 0.66% | 0.72% | 41 | -6,092 | -3.02% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 185,983 | 12,568 | 0.04% | 0.05% | 42 | -19,439 | -9.46% | Q2 2026 | Aug 12, 2026 |
| Bluespring Wealth Management, LLC | History | New | 185,879 | 12,561 | 0.24% | — | 43 | +185,879 | New | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | Added to | 183,760 | 12,418 | 0.9% | 0.98% | 44 | +4,089 | 2.28% | Q2 2026 | Jul 23, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 175,600 | 11,867 | 1.79% | 2.05% | 45 | -21 | -0.01% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 173,970 | 11,756 | 3.44% | 3.8% | 46 | +7,136 | 4.28% | Q2 2026 | Jul 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 173,900 | 11,752 | 0.33% | 0.34% | 47 | +3,996 | 2.35% | Q2 2026 | Jul 24, 2026 |
| Avior Wealth Management, LLC | History | Added to | 173,665 | 11,736 | 0.31% | 0.31% | 48 | +1,237 | 0.72% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | Added to | 170,900 | 11,549 | 0.04% | 0.05% | 49 | +27,744 | 19.38% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | Added to | 169,329 | 11,443 | 1.21% | 1.01% | 50 | +51,651 | 43.89% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 160,705 | 10,860 | 1.77% | 1.71% | 51 | +14,323 | 9.78% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 159,599 | 10,785 | 0.06% | 0.08% | 52 | +1,095 | 0.69% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | Added to | 158,105 | 10,684 | 0.45% | 0.46% | 53 | +2,221 | 1.42% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 157,859 | 10,668 | 1.08% | 1.06% | 54 | +13,009 | 8.98% | Q2 2026 | Jul 17, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 156,248 | 10,559 | 1.57% | 1.58% | 55 | +8,978 | 6.1% | Q2 2026 | Jul 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 152,116 | 10,280 | 0.25% | 0.23% | 56 | +37,890 | 33.17% | Q2 2026 | Jul 31, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 151,272 | 10,222 | 1.99% | 2.06% | 57 | +1,551 | 1.04% | Q2 2026 | Jul 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 149,775 | 10,121 | 2.38% | 2.51% | 58 | +2,028 | 1.37% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | Reduced | 145,694 | 9,846 | 0.39% | 0.46% | 59 | -16,517 | -10.18% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 144,550 | 9,768 | 0.03% | 0.04% | 60 | -8,095 | -5.3% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 137,571 | 9,297 | 0.02% | 0.02% | 61 | +6,663 | 5.09% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 136,304 | 9,219 | 0.04% | 0.05% | 62 | -27,318 | -16.7% | Q2 2026 | Aug 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 128,528 | 8,684 | 0.57% | 0.55% | 63 | +6,285 | 5.14% | Q2 2026 | Aug 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 124,823 | 8,435 | 0.95% | 0.96% | 64 | -6,311 | -4.81% | Q2 2026 | Jul 27, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 122,837 | 8,301 | 6.2% | 6.26% | 65 | +3,314 | 2.77% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 121,967 | 8,242 | 0.09% | 0.11% | 66 | -18,542 | -13.2% | Q2 2026 | Jul 28, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 120,333 | 8,132 | 3.19% | 2.99% | 67 | +18,749 | 18.46% | Q2 2026 | Jul 08, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 113,336 | 7,659 | 3.67% | 3.98% | 68 | -29 | -0.03% | Q2 2026 | Jul 22, 2026 |
| Legacy Financial Group LLC | History | Reduced | 112,131 | 7,577 | 0.85% | 7.77% | 69 | -854,893 | -88.4% | Q2 2026 | Aug 05, 2026 |
| Compass Financial Services Inc | History | Added to | 109,761 | 7,417 | 2.77% | 2.7% | 70 | +12,135 | 12.43% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 109,740 | 7,416 | 0.16% | 0.27% | 71 | -72,886 | -39.91% | Q2 2026 | Aug 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 106,768 | 7,215 | 3.15% | 3.0% | 72 | +17,605 | 19.74% | Q2 2026 | Jul 23, 2026 |
| Planned Solutions, Inc. | History | Reduced | 106,587 | 7,203 | 2.06% | 2.3% | 73 | -3,297 | -3.0% | Q2 2026 | Jul 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 106,062 | 7,167 | 0.48% | 0.41% | 74 | +4,871 | 4.81% | Q2 2026 | Jul 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 105,165 | 7,107 | 1.17% | 1.47% | 75 | -6,253 | -5.61% | Q2 2026 | Jul 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 101,615 | 6,867 | 0.91% | 0.99% | 76 | +1,074 | 1.07% | Q2 2026 | Jul 20, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 100,775 | 6,810 | 0.12% | 0.16% | 77 | -4,539 | -4.31% | Q2 2026 | Jul 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 98,325 | 6,644 | 0.21% | 0.24% | 78 | -756 | -0.76% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 95,728 | 6,469 | 0.05% | 0.06% | 79 | +4,440 | 4.86% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 94,384 | 6,378 | 0.39% | 0.52% | 80 | -9,710 | -9.33% | Q2 2026 | Aug 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 94,221 | 6,367 | 2.68% | 3.63% | 81 | -28,433 | -23.18% | Q2 2026 | Jul 16, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 92,274 | 6,235 | 1.31% | 1.41% | 82 | +1,943 | 2.15% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Reduced | 89,555 | 6,052 | 0.07% | 0.09% | 83 | -18,326 | -16.99% | Q2 2026 | Aug 12, 2026 |
| DeDora Capital, Inc. | History | Added to | 88,005 | 5,947 | 1.29% | 1.18% | 84 | +12,693 | 16.85% | Q2 2026 | Jul 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 84,919 | 5,758 | 0.58% | 0.62% | 85 | +2,073 | 2.5% | Q2 2026 | Sep 02, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 83,971 | 5,674 | 1.08% | 1.14% | 86 | -8,613 | -9.3% | Q2 2026 | Jul 28, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 82,720 | 5,590 | 0.61% | 0.62% | 87 | +1,381 | 1.7% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 81,440 | 5,503 | 0.06% | 0.06% | 88 | +5,712 | 7.54% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 81,209 | 5,488 | 0.34% | 0.32% | 89 | +12,199 | 17.68% | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 78,806 | 5,325 | 0.05% | 0.06% | 90 | +9,016 | 12.92% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 78,001 | 5,271 | 0.07% | 0.07% | 91 | +9,935 | 14.6% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 77,212 | 5,217 | 0.0% | 0.0% | 92 | +20,072 | 35.13% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 73,475 | 4,965 | 0.08% | 0.08% | 93 | +6,070 | 9.01% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 73,079 | 4,938 | 0.47% | 0.49% | 94 | +5,172 | 7.62% | Q2 2026 | Jul 09, 2026 |
| Firestone Capital Management | History | Added to | 71,837 | 4,854 | 0.9% | 0.88% | 95 | +6,042 | 9.18% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 67,949 | 4,517 | 1.34% | 1.25% | 96 | -12,473 | -15.51% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 66,319 | 4,481 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 64,374 | 4,350 | 1.33% | 1.33% | 98 | +1,627 | 2.59% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Reduced | 63,317 | 4,278 | 0.35% | 0.59% | 99 | -28,291 | -30.88% | Q2 2026 | Jul 08, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 61,801 | 4,176 | 1.62% | 1.49% | 100 | -4,228 | -6.4% | Q2 2026 | Jul 29, 2026 |
| Renasant Bank | History | Added to | 61,260 | 4,139 | 2.66% | 2.7% | 101 | +1,508 | 2.52% | Q2 2026 | Aug 11, 2026 |
| Echo Wealth Management, LLC | History | Added to | 58,315 | 3,940 | 2.01% | 2.04% | 102 | +2,972 | 5.37% | Q2 2026 | Jul 24, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 56,717 | 3,832 | 1.1% | 2.58% | 103 | -66,133 | -53.83% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 54,656 | 3,693 | 0.02% | 0.02% | 104 | -483 | -0.88% | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 53,583 | 3,621 | 0.02% | 0.02% | 105 | +6,971 | 14.96% | Q2 2026 | Aug 17, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 52,887 | 3,574 | 1.25% | 1.67% | 106 | -15,136 | -22.25% | Q2 2026 | Jul 22, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 52,877 | 3,573 | 2.37% | 2.6% | 107 | -593 | -1.11% | Q2 2026 | Jul 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 52,455 | 3,544 | 1.32% | 1.12% | 108 | -22,183 | -29.72% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 52,391 | 3,540 | 0.07% | 0.05% | 109 | +32,707 | 166.16% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 51,636 | 3,489 | 0.21% | 0.23% | 110 | +1,545 | 3.08% | Q2 2026 | Aug 11, 2026 |
| Park Place Capital Corp | History | Added to | 51,160 | 3,457 | 0.55% | 0.66% | 111 | +12 | 0.02% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 50,983 | 3,445 | 0.7% | 0.57% | 112 | +16,010 | 45.78% | Q2 2026 | Jul 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 49,989 | 3,378 | 0.01% | 0.01% | 113 | +8,268 | 19.82% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 49,442 | 3,341 | 0.23% | 0.25% | 114 | -490 | -0.98% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,572 | 3,214 | 0.04% | 0.04% | 115 | +2,606 | 5.8% | Q2 2026 | Aug 12, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 45,741 | 3,091 | 0.75% | 0.47% | 116 | +14,551 | 46.65% | Q2 2026 | Jul 28, 2026 |
| Sincerus Advisory, LLC | History | Added to | 45,099 | 3,047 | 2.07% | 1.98% | 117 | +4,316 | 10.58% | Q2 2026 | Jul 06, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 44,800 | 3,027 | 1.04% | 1.23% | 118 | -3,940 | -8.08% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 44,673 | 3,018 | 0.01% | 0.03% | 119 | -50,240 | -52.93% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 44,497 | 3,007 | 0.01% | 0.01% | 120 | +4,046 | 10.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,089 | 2,979 | 0.02% | 0.03% | 121 | -16,421 | -27.14% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | Added to | 43,584 | 2,945 | 0.23% | 0.29% | 122 | +3,314 | 8.23% | Q2 2026 | Aug 05, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 42,634 | 2,881 | 1.1% | 1.11% | 123 | +3,250 | 8.25% | Q2 2026 | Jul 30, 2026 |
| Selby Wealth Management, LLC | History | Added to | 41,780 | 2,823 | 1.0% | 1.02% | 124 | +1,453 | 3.6% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 41,267 | 2,788 | 0.01% | 0.02% | 125 | -3,450 | -7.72% | Q2 2026 | Jul 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 41,083 | 2,776 | 0.18% | 0.22% | 126 | -4,767 | -10.4% | Q2 2026 | Jul 27, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 41,051 | 2,774 | 0.52% | 0.18% | 127 | +31,274 | 319.87% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 40,460 | 2,734 | 0.02% | 0.08% | 128 | -122,003 | -75.1% | Q2 2026 | Sep 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 40,355 | 2,727 | 0.04% | 0.05% | 129 | -5,169 | -11.35% | Q2 2026 | Jul 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 40,081 | 2,708 | 0.92% | 1.02% | 130 | -552 | -1.36% | Q2 2026 | Jul 30, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 39,582 | 2,674 | 0.42% | 0.43% | 131 | +3,175 | 8.72% | Q2 2026 | Jul 15, 2026 |
| Essential Investment Partners LLC | History | Added to | 39,180 | 2,647 | 2.13% | 1.18% | 132 | +19,265 | 96.74% | Q2 2026 | Jul 15, 2026 |
| ARWA LLC | History | Added to | 38,693 | 2,636 | 1.09% | 1.01% | 133 | +7,470 | 23.92% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | Added to | 36,161 | 2,443 | 0.14% | 0.2% | 134 | +1,086 | 3.1% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,939 | 2,428 | 0.0% | 0.0% | 135 | -3,311 | -8.44% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 35,786 | 2,418 | 0.12% | 0.14% | 136 | +162 | 0.45% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 35,696 | 2,412 | 0.04% | 0.25% | 137 | -177,377 | -83.25% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 35,206 | 2,379 | 0.17% | 0.23% | 138 | -5,459 | -13.42% | Q2 2026 | Aug 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | Reduced | 35,039 | 2,367 | 1.63% | 2.51% | 139 | -13,698 | -28.11% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 34,639 | 2,340 | 0.0% | 0.0% | 140 | +33,799 | 4023.69% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 34,381 | 2,323 | 0.03% | 0.03% | 141 | +10,877 | 46.28% | Q2 2026 | Aug 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 34,111 | 2,305 | 0.09% | 0.11% | 142 | -2,517 | -6.87% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 33,850 | 2,287 | 0.02% | 0.03% | 143 | -11,834 | -25.9% | Q2 2026 | Aug 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 32,934 | 2,250 | 0.81% | 0.95% | 144 | -3,880 | -10.54% | Q2 2026 | Jul 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 33,238 | 2,246 | 1.33% | 2.37% | 145 | -23,382 | -41.3% | Q2 2026 | Jul 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 33,015 | 2,231 | 1.04% | 0.9% | 146 | +6,101 | 22.67% | Q2 2026 | Jul 17, 2026 |
| Security National Bank | History | Added to | 32,867 | 2,221 | 0.27% | 0.26% | 147 | +4,612 | 16.32% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 32,598 | 2,202 | 0.07% | 0.05% | 148 | +17,682 | 118.54% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 31,241 | 2,111 | 0.02% | 0.02% | 149 | +4,528 | 16.95% | Q2 2026 | Aug 03, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Reduced | 30,501 | 2,061 | 0.29% | 0.32% | 150 | -4,104 | -11.86% | Q2 2026 | Aug 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 30,157 | 2,037 | 0.21% | 0.23% | 151 | -32,579 | -51.93% | Q2 2026 | Jul 16, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 29,784 | 2,012 | 0.13% | 0.16% | 152 | -4,173 | -12.29% | Q2 2026 | Jul 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 29,616 | 2,001 | 0.13% | — | 153 | +29,616 | New | Q2 2026 | Aug 10, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 29,448 | 1,990 | 0.84% | 1.14% | 154 | -4,163 | -12.39% | Q2 2026 | Jul 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 29,429 | 1,988 | 0.1% | 0.11% | 155 | +212 | 0.73% | Q2 2026 | Jul 23, 2026 |
| Sun Financial Inc | History | Reduced | 28,267 | 1,973 | 0.93% | 1.13% | 156 | -4,884 | -14.73% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 29,081 | 1,965 | 0.03% | — | 157 | +29,081 | New | Q2 2026 | Jul 28, 2026 |
| SK Wealth Management, LLC | History | Reduced | 27,659 | 1,930 | 0.43% | 0.84% | 159 | -19,696 | -41.59% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 28,559 | 1,930 | 0.19% | 0.23% | 158 | -3,893 | -12.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 28,075 | 1,897 | 0.03% | 0.04% | 160 | +54 | 0.19% | Q2 2026 | Jul 20, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 27,596 | 1,864 | 0.58% | 2.08% | 161 | -65,892 | -70.48% | Q2 2026 | Jul 20, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 27,293 | 1,844 | 0.22% | 0.18% | 162 | +6 | 0.02% | Q2 2026 | Jul 29, 2026 |
| FULTON BANK, N.A. | History | Reduced | 26,606 | 1,798 | 0.05% | 0.06% | 163 | -603 | -2.22% | Q2 2026 | Jul 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,320 | 1,778 | 0.09% | 0.04% | 164 | +16,140 | 158.55% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,153 | 1,767 | 0.08% | 0.08% | 165 | +1,245 | 5.0% | Q2 2026 | Jul 21, 2026 |
| Family Capital Management, Inc. | History | Reduced | 25,031 | 1,691 | 0.66% | 1.4% | 166 | -24,413 | -49.38% | Q2 2026 | Jul 31, 2026 |
| Plan Group Financial, LLC | History | Added to | 24,925 | 1,684 | 0.35% | 0.24% | 167 | +8,908 | 55.62% | Q2 2026 | Aug 03, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 24,882 | 1,681 | 0.29% | 0.32% | 168 | -513 | -2.02% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 24,869 | 1,680 | 0.62% | 0.63% | 169 | +1,996 | 8.73% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 24,755 | 1,672 | 0.01% | 0.02% | 170 | -6,143 | -19.88% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 24,693 | 1,668 | 0.09% | 0.1% | 171 | -1,158 | -4.48% | Q2 2026 | Jul 27, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 24,406 | 1,652 | 0.87% | 1.35% | 172 | -9,587 | -28.2% | Q2 2026 | Aug 07, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 24,347 | 1,645 | 0.5% | 0.58% | 173 | -1,520 | -5.88% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | Added to | 24,214 | 1,636 | 0.27% | 0.17% | 174 | +8,913 | 58.25% | Q2 2026 | Jul 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 23,368 | 1,579 | 0.03% | 0.03% | 175 | +216 | 0.93% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 23,071 | 1,559 | 0.06% | 0.07% | 176 | -77 | -0.33% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 22,231 | 1,502 | 0.21% | 0.25% | 177 | -2,532 | -10.22% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | Added to | 21,571 | 1,458 | 0.03% | 0.03% | 178 | +3,342 | 18.33% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 20,931 | 1,414 | 0.02% | — | 179 | +20,931 | New | Q2 2026 | Jul 21, 2026 |
| NCM Capital Management, LLC | History | Reduced | 20,823 | 1,407 | 0.43% | 0.48% | 180 | -50 | -0.24% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 20,569 | 1,390 | 0.13% | 0.15% | 181 | -530 | -2.51% | Q2 2026 | Jul 29, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 20,452 | 1,382 | 0.96% | 1.0% | 182 | +1,420 | 7.46% | Q2 2026 | Aug 07, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 19,859 | 1,342 | 0.57% | 0.62% | 183 | -87 | -0.44% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,617 | 1,325 | 0.0% | 0.0% | 184 | -457 | -2.28% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 19,604 | 1,324 | 0.55% | 0.78% | 185 | -5,089 | -20.61% | Q2 2026 | Aug 13, 2026 |
| Tradewinds, LLC. | History | New | 7,050 | 1,323 | 0.3% | — | 186 | +7,050 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 19,541 | 1,320 | 0.03% | 0.03% | 187 | -1,707 | -8.03% | Q2 2026 | Aug 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 19,111 | 1,291 | 0.62% | 0.68% | 188 | +27 | 0.14% | Q2 2026 | Aug 10, 2026 |
| CPC Advisors, LLC | History | Reduced | 19,066 | 1,288 | 0.17% | 0.32% | 189 | -11,809 | -38.25% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,381 | 1,242 | 0.01% | 0.01% | 190 | +694 | 3.92% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,763 | 1,200 | 0.07% | 0.07% | 191 | -241 | -1.34% | Q2 2026 | Aug 11, 2026 |
| Simmons Bank | History | Added to | 17,488 | 1,181 | 0.07% | 0.05% | 192 | +6,056 | 52.97% | Q2 2026 | Jul 31, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 17,470 | 1,180 | 0.15% | 0.16% | 193 | -340 | -1.91% | Q2 2026 | Jul 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 17,324 | 1,170 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allen Capital Group, LLC | History | Added to | 17,278 | 1,167 | 0.1% | 0.1% | 195 | +255 | 1.5% | Q2 2026 | Jul 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,899 | 1,142 | 0.03% | 0.04% | 196 | -1,264 | -6.96% | Q2 2026 | Jul 27, 2026 |
| NVWM, LLC | History | Reduced | 16,859 | 1,139 | 0.23% | 0.27% | 197 | -1,904 | -10.15% | Q2 2026 | Jul 28, 2026 |
| M Holdings Securities, Inc. | History | Added to | 16,611 | 1,119 | 0.15% | 0.07% | 198 | +624 | 3.9% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 16,344 | 1,104 | 0.01% | 0.03% | 199 | -7,922 | -32.65% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 16,000 | 1,081 | 0.01% | — | 200 | +16,000 | New | Q2 2026 | Aug 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 15,455 | 1,044 | 0.22% | 0.24% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 15,349 | 1,037 | 0.57% | 0.52% | 202 | +2,330 | 17.9% | Q2 2026 | Jul 09, 2026 |
| JSF Financial, LLC | History | Added to | 15,234 | 1,029 | 0.16% | 0.19% | 203 | +24 | 0.16% | Q2 2026 | Jul 28, 2026 |
| MORGAN STANLEY | History | Added to | 15,175 | 1,025 | 0.0% | 0.0% | 204 | +1,104 | 7.85% | Q2 2026 | Aug 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 15,129 | 1,022 | 0.63% | 0.68% | 205 | +269 | 1.81% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,100 | 1,020 | 0.03% | 0.03% | 206 | +1,039 | 7.39% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,956 | 1,010 | 0.02% | 0.01% | 207 | +8,143 | 119.52% | Q2 2026 | Aug 03, 2026 |
| Balentine LLC | History | No change | 14,758 | 997 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 14,592 | 986 | 0.81% | 0.98% | 209 | -766 | -4.99% | Q2 2026 | Jul 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 14,430 | 975 | 0.01% | 0.01% | 210 | +2,651 | 22.51% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,294 | 965 | 0.01% | 0.01% | 211 | +116 | 0.82% | Q2 2026 | Jul 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 13,899 | 939 | 0.12% | 0.13% | 212 | +1,263 | 10.0% | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 13,824 | 934 | 0.2% | 0.1% | 213 | +7,353 | 113.63% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 13,780 | 931 | 0.01% | 0.01% | 215 | -1,759 | -11.32% | Q2 2026 | Aug 06, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 13,781 | 931 | 0.41% | 0.54% | 216 | -1,759 | -11.32% | Q2 2026 | Jul 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 13,785 | 931 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,768 | 930 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 13,955 | 927 | 0.79% | 0.75% | 218 | -766 | -5.2% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 13,572 | 917 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First PREMIER Bank | History | Added to | 13,127 | 887 | 0.14% | 0.17% | 220 | +1,368 | 11.63% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | Reduced | 12,917 | 872 | 0.1% | 0.12% | 221 | -1,585 | -10.93% | Q2 2026 | Jul 08, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 12,855 | 868 | 0.05% | 0.07% | 222 | -14,725 | -53.39% | Q2 2026 | Aug 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 12,357 | 835 | 0.05% | 0.08% | 223 | -2,787 | -18.4% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 12,269 | 829 | 0.01% | 0.01% | 224 | +379 | 3.19% | Q2 2026 | Jul 28, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 12,016 | 812 | 0.66% | 0.61% | 225 | +2,083 | 20.97% | Q2 2026 | Aug 06, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 11,964 | 808 | 0.41% | 0.45% | 226 | -450 | -3.62% | Q2 2026 | Jul 16, 2026 |
| WNY Asset Management, LLC | History | Reduced | 11,898 | 804 | 0.07% | 0.08% | 227 | -338 | -2.76% | Q2 2026 | Aug 17, 2026 |
| WASHINGTON TRUST Co | History | Added to | 11,725 | 792 | 0.02% | 0.02% | 228 | +4,176 | 55.32% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 11,671 | 788 | 0.03% | 0.04% | 229 | -2,336 | -16.68% | Q2 2026 | Jul 22, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 11,388 | 769 | 0.4% | 0.45% | 230 | -959 | -7.77% | Q2 2026 | Jul 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 11,189 | 756 | 0.15% | 0.16% | 232 | +340 | 3.13% | Q2 2026 | Jul 23, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 11,194 | 756 | 0.11% | 0.11% | 231 | +4 | 0.04% | Q2 2026 | Jul 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 10,937 | 739 | 0.07% | 0.12% | 233 | -6,551 | -37.46% | Q2 2026 | Jul 16, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 10,599 | 716 | 0.21% | 2.93% | 234 | -120,779 | -91.93% | Q2 2026 | Aug 10, 2026 |
| Soundwatch Capital LLC | History | Added to | 10,522 | 711 | 0.08% | 0.07% | 235 | +1,481 | 16.38% | Q2 2026 | Aug 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 10,493 | 709 | 0.34% | 0.36% | 236 | -16 | -0.15% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 10,348 | 699 | 0.0% | — | 237 | +10,348 | New | Q2 2026 | Aug 11, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 10,162 | 686 | 0.31% | 0.72% | 238 | -9,185 | -47.48% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 10,050 | 679 | 0.0% | — | 239 | +10,050 | New | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,782 | 661 | 0.0% | 0.0% | 240 | -9,273 | -48.66% | Q2 2026 | Aug 14, 2026 |
| Denver PWM, LLC | History | Reduced | 9,271 | 650 | 0.21% | 0.35% | 241 | -5,770 | -38.36% | Q2 2026 | Aug 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 9,554 | 645 | 0.25% | 0.13% | 242 | +5,172 | 118.03% | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,149 | 618 | 0.06% | 0.06% | 243 | -67 | -0.73% | Q2 2026 | Jul 22, 2026 |
| Dakota Wealth Management | History | Added to | 9,142 | 617 | 0.01% | 0.01% | 244 | +1,680 | 22.51% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,024 | 609 | 0.01% | 0.01% | 246 | -791 | -8.06% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,025 | 609 | 0.01% | 0.01% | 245 | -728 | -7.46% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 8,707 | 588 | 0.13% | 0.13% | 247 | +295 | 3.51% | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 8,671 | 585 | 0.5% | — | 248 | +8,671 | New | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,584 | 580 | 0.05% | 0.05% | 249 | -472 | -5.21% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,533 | 576 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,483 | 573 | 0.01% | 0.01% | 251 | -255 | -2.92% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Reduced | 8,388 | 566 | 0.28% | 0.31% | 252 | -286 | -3.3% | Q2 2026 | Jul 30, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 8,352 | 564 | 0.47% | 0.38% | 253 | +2,728 | 48.51% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,145 | 550 | 0.02% | 0.01% | 254 | +2,158 | 36.04% | Q2 2026 | Jul 06, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,065 | 545 | 0.02% | 0.02% | 255 | -1,964 | -19.58% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Partners, LLC | History | No change | 8,000 | 540 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,981 | 539 | 0.02% | 0.02% | 257 | -504 | -5.94% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | Added to | 7,806 | 527 | 0.07% | 0.07% | 258 | +927 | 13.48% | Q2 2026 | Aug 06, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 7,743 | 523 | 3.49% | 2.15% | 259 | -27,408 | -77.97% | Q2 2026 | Aug 12, 2026 |
| Core Wealth Partners LLC | History | Added to | 7,622 | 515 | 0.22% | 0.23% | 260 | +12 | 0.16% | Q2 2026 | Jul 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 7,225 | 491 | 0.12% | 0.1% | 261 | +1,862 | 34.72% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 7,177 | 485 | 0.01% | — | 262 | +7,177 | New | Q2 2026 | Aug 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 7,088 | 479 | 0.03% | 0.06% | 263 | -7,077 | -49.96% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,038 | 475 | 0.0% | 0.0% | 264 | +480 | 7.32% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 6,943 | 469 | 0.05% | 0.05% | 265 | +8 | 0.12% | Q2 2026 | Aug 11, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 6,933 | 468 | 0.46% | 1.01% | 266 | -8,732 | -55.74% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,720 | 454 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLVD Private Wealth, LLC | History | No change | 6,729 | 454 | 0.34% | 0.37% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 6,694 | 452 | 0.04% | 0.04% | 270 | +688 | 11.46% | Q2 2026 | Jul 27, 2026 |
| Modus Advisors, LLC | History | Added to | 6,690 | 452 | 0.11% | 0.12% | 269 | +63 | 0.95% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 6,493 | 438 | 0.0% | 0.0% | 271 | +1,174 | 22.07% | Q2 2026 | Aug 13, 2026 |
| Chris Bulman Inc | History | New | 6,429 | 434 | 0.16% | — | 272 | +6,429 | New | Q2 2026 | Jul 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 6,415 | 433 | 0.0% | 0.0% | 273 | -15 | -0.23% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 6,363 | 429 | 0.09% | 0.1% | 274 | -166 | -2.54% | Q2 2026 | Aug 04, 2026 |
| Thayer Partners, LLC / MA | History | No change | 6,236 | 421 | 0.17% | 0.19% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EWA, LLC | History | Reduced | 6,227 | 420 | 0.08% | 0.1% | 276 | -493 | -7.34% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,115 | 413 | 0.0% | 0.0% | 277 | -1,646 | -21.21% | Q2 2026 | Aug 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 6,097 | 412 | 0.08% | 0.07% | 278 | +1,115 | 22.38% | Q2 2026 | Aug 07, 2026 |
| CPWA, LLC | History | Added to | 5,934 | 400 | 0.46% | 0.48% | 279 | +10 | 0.17% | Q2 2026 | Jul 30, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,902 | 398 | 0.14% | 0.15% | 280 | +87 | 1.5% | Q2 2026 | Jul 21, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,630 | 380 | 0.09% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E6 Portfolios, LLC | History | New | 5,579 | 377 | 0.3% | — | 282 | +5,579 | New | Q2 2026 | Aug 10, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 5,499 | 371 | 0.12% | 0.13% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 5,322 | 359 | 0.01% | 0.03% | 284 | -5,260 | -49.71% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 5,300 | 358 | 0.0% | 0.0% | 285 | -1,411 | -21.03% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 5,294 | 357 | 0.1% | 0.11% | 286 | +433 | 8.91% | Q2 2026 | Aug 14, 2026 |
| Essex Bank | History | No change | 5,234 | 353 | 0.08% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,913 | 332 | 0.04% | 0.02% | 288 | +1,596 | 48.12% | Q2 2026 | Jul 09, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 4,900 | 331 | 0.08% | 0.07% | 290 | +806 | 19.69% | Q2 2026 | Jul 23, 2026 |
| Legacy CG, LLC | History | No change | 4,910 | 331 | 0.08% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 4,706 | 324 | 0.02% | 1.42% | 291 | -276,064 | -98.32% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 4,695 | 317 | 0.02% | 0.01% | 292 | +1,007 | 27.3% | Q2 2026 | Aug 10, 2026 |
| Accurate Wealth Management, LLC | History | New | 4,582 | 313 | 0.03% | — | 293 | +4,582 | New | Q2 2026 | Jul 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 4,605 | 311 | 0.02% | 0.02% | 294 | +1,075 | 30.45% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 4,535 | 306 | 0.03% | 0.03% | 295 | +3 | 0.07% | Q2 2026 | Jul 09, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 4,525 | 305 | 0.01% | 0.01% | 296 | +597 | 15.2% | Q2 2026 | Jul 22, 2026 |
| Bond & Devick Financial Network, Inc. | History | New | 4,441 | 300 | 0.07% | — | 297 | +4,441 | New | Q2 2026 | Jul 16, 2026 |
| Keystone Financial Group | History | Reduced | 4,363 | 294 | 0.02% | 0.02% | 299 | -880 | -16.78% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | Added to | 4,353 | 294 | 0.0% | 0.0% | 298 | +752 | 20.88% | Q2 2026 | Aug 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 4,354 | 294 | 0.08% | 0.09% | 300 | +12 | 0.28% | Q2 2026 | Jul 13, 2026 |