J.P. Morgan Exchange-Traded Fund Trust - JBND
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 | 16,888,797 | 908,110 | 0.24% | 0.19% | 1 | +3,769,643 | 28.73% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 6,129,907 | 329,605 | 1.34% | 1.33% | 2 | +128,554 | 2.14% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,808,797 | 312,890 | 0.07% | 0.05% | 3 | +2,005,676 | 52.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,805,893 | 311,544 | 0.02% | 0.01% | 4 | +2,694,948 | 86.63% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,141,154 | 276,437 | 0.48% | 0.48% | 5 | +518,076 | 11.21% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,223,148 | 227,078 | 0.02% | 0.01% | 6 | +1,354,369 | 47.21% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,834,235 | 206,166 | 0.22% | 0.18% | 7 | +820,562 | 27.23% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,681,203 | 197,938 | 0.05% | 0.04% | 8 | +1,034,629 | 39.09% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,555,302 | 191,168 | 0.9% | 0.67% | 9 | +925,032 | 35.17% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,508,410 | 134,877 | 0.04% | 0.02% | 10 | +1,124,232 | 81.22% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,443,755 | 131,401 | 0.02% | 0.01% | 11 | +956,648 | 64.33% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,169,628 | 116,661 | 0.29% | 0.25% | 12 | +115,539 | 5.62% | Q1 2026 | Apr 22, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,987,378 | 106,861 | 8.78% | 8.65% | 13 | +65,939 | 3.43% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Added to | 1,663,485 | 89,445 | 1.14% | 1.08% | 14 | +304,173 | 22.38% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,622,258 | 86,515 | 5.15% | 4.36% | 15 | +376,275 | 30.2% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,577,446 | 84,819 | 0.12% | 0.1% | 16 | +229,917 | 17.06% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,497,064 | 80,497 | 0.89% | 1.03% | 17 | +88,924 | 6.31% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 1,469,232 | 79,000 | 5.74% | 5.04% | 18 | +12,615 | 0.87% | Q1 2026 | Apr 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,443,755 | 77,630 | 4.35% | 4.17% | 19 | +112,592 | 8.46% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 1,429,253 | 76,850 | 0.82% | — | 20 | +1,429,253 | New | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,340,675 | 72,088 | 0.01% | 0.0% | 21 | +850,811 | 173.68% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 1,323,773 | 71,179 | 0.19% | 0.17% | 22 | +145,194 | 12.32% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,272,168 | 67,857 | 0.03% | 0.03% | 23 | +436,480 | 52.23% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,254,973 | 67,479 | 0.19% | 0.18% | 24 | -146,740 | -10.47% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,109,543 | 59,660 | 6.66% | 7.52% | 25 | -91,217 | -7.6% | Q1 2026 | Apr 29, 2026 |
| LVZ, Inc. | History | Added to | 967,020 | 51,996 | 5.93% | 5.66% | 26 | +29,923 | 3.19% | Q1 2026 | Apr 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 893,551 | 48,046 | 6.39% | 6.33% | 27 | +15,263 | 1.74% | Q1 2026 | Apr 09, 2026 |
| StoneX Group Inc. | History | Reduced | 807,296 | 43,408 | 2.34% | 2.26% | 28 | -150,229 | -15.69% | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 729,351 | 39,217 | 4.05% | 4.08% | 29 | +14,631 | 2.05% | Q1 2026 | Apr 23, 2026 |
| Larson Financial Group LLC | History | Added to | 724,578 | 38,960 | 1.24% | 1.09% | 30 | +116,005 | 19.06% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 699,517 | 37,613 | 5.36% | 3.86% | 31 | +200,661 | 40.22% | Q1 2026 | Apr 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 677,096 | 36,407 | 0.32% | 0.25% | 32 | +203,581 | 42.99% | Q1 2026 | May 14, 2026 |
| Essex LLC | History | Added to | 670,321 | 36,043 | 6.36% | 5.88% | 33 | +55,927 | 9.1% | Q1 2026 | Apr 24, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 669,290 | 35,987 | 9.56% | 9.32% | 34 | +18,770 | 2.89% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 651,008 | 35,004 | 1.19% | 0.53% | 35 | +360,246 | 123.9% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 627,018 | 33,715 | 0.09% | 0.09% | 36 | +15,994 | 2.62% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 626,242 | 33,673 | 1.27% | 1.22% | 37 | -57,180 | -8.37% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 606,253 | 32,598 | 0.5% | 0.17% | 38 | +451,157 | 290.89% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 578,362 | 31,098 | 0.0% | 0.0% | 39 | +528,798 | 1066.9% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 577,358 | 31,044 | 0.37% | 0.29% | 40 | +96,280 | 20.01% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | Added to | 539,876 | 29,029 | 8.39% | 6.51% | 41 | +89,676 | 19.92% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 538,991 | 28,981 | 0.0% | 0.0% | 42 | +24,817 | 4.83% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 538,251 | 28,941 | 0.18% | 0.17% | 43 | +38,828 | 7.77% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 483,310 | 25,987 | 0.03% | 0.02% | 44 | +219,652 | 83.31% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 463,621 | 24,930 | 0.04% | 0.03% | 45 | +116,165 | 33.43% | Q1 2026 | May 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 431,887 | 23,222 | 2.02% | 1.94% | 46 | +7,057 | 1.66% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 429,530 | 23,095 | 0.33% | 0.32% | 47 | +67,809 | 18.75% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 380,847 | 20,478 | 1.49% | 1.37% | 48 | +22,942 | 6.41% | Q1 2026 | May 05, 2026 |
| Opes Wealth Management LLC | History | Added to | 372,762 | 20,043 | 3.29% | 1.62% | 49 | +188,637 | 102.45% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 352,993 | 18,980 | 0.0% | — | 50 | +352,993 | New | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 351,700 | 18,910 | 1.09% | 0.89% | 51 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 344,461 | 18,521 | 0.34% | 0.54% | 53 | -203,956 | -37.19% | Q1 2026 | May 07, 2026 |
| Vawter Financial, Ltd. | History | Added to | 344,454 | 18,521 | 7.79% | 7.44% | 52 | +18,448 | 5.66% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 339,904 | 18,276 | 0.84% | 0.82% | 54 | +12,409 | 3.79% | Q1 2026 | Jun 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 330,025 | 17,745 | 0.02% | 0.02% | 55 | +10,122 | 3.16% | Q1 2026 | May 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 328,037 | 17,638 | 2.62% | 2.87% | 56 | -292,967 | -47.18% | Q1 2026 | Apr 24, 2026 |
| Choice Wealth Advisors LLC | History | New | 327,921 | 17,632 | 6.92% | — | 57 | +327,921 | New | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 318,485 | 17,124 | 0.21% | 0.19% | 58 | +33,169 | 11.63% | Q1 2026 | Apr 20, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 317,831 | 17,089 | 5.79% | 3.0% | 59 | +150,006 | 89.38% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 301,353 | 16,203 | 0.06% | 0.05% | 60 | +69,979 | 30.24% | Q1 2026 | Jun 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 297,825 | 16,014 | 3.51% | 3.18% | 61 | +30,821 | 11.54% | Q1 2026 | May 11, 2026 |
| CGN Advisors LLC | History | Added to | 292,799 | 15,743 | 1.24% | 1.2% | 62 | +11,710 | 4.17% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 285,338 | 15,342 | 10.33% | 9.81% | 63 | +15,812 | 5.87% | Q1 2026 | Apr 21, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 279,390 | 15,022 | 5.43% | 8.36% | 64 | -75 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Clear Trail Advisors, LLC | History | New | 274,078 | 14,737 | 2.45% | — | 65 | +274,078 | New | Q1 2026 | Apr 17, 2026 |
| KWB Wealth | History | Reduced | 272,350 | 14,725 | 1.46% | 1.4% | 66 | -1,421 | -0.52% | Q1 2026 | Apr 08, 2026 |
| Echo Wealth Management, LLC | History | Added to | 269,004 | 14,464 | 8.33% | 5.19% | 67 | +104,585 | 63.61% | Q1 2026 | Apr 21, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 259,406 | 13,948 | 6.18% | 6.76% | 68 | -18,870 | -6.78% | Q1 2026 | Apr 22, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 253,549 | 13,633 | 2.29% | — | 69 | +253,549 | New | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 250,893 | 13,565 | 0.09% | 0.04% | 70 | +152,411 | 154.76% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Added to | 251,459 | 13,475 | 1.01% | 0.73% | 71 | +68,269 | 37.27% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 238,715 | 12,835 | 0.1% | 0.07% | 72 | +126,829 | 113.36% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 233,471 | 12,553 | 0.76% | — | 73 | +233,471 | New | Q1 2026 | Apr 13, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 228,576 | 12,290 | 7.21% | 7.15% | 74 | +7,566 | 3.42% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 228,168 | 12,268 | 0.39% | 0.19% | 75 | +27,668 | 13.8% | Q1 2026 | Apr 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 227,847 | 12,251 | 1.64% | 1.31% | 76 | +49,657 | 27.87% | Q1 2026 | Apr 08, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 221,434 | 11,906 | 1.93% | — | 77 | +221,434 | New | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 219,360 | 11,816 | 0.06% | 0.03% | 78 | +132,773 | 153.34% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 215,546 | 11,589 | 0.31% | 0.37% | 79 | +5,021 | 2.38% | Q1 2026 | May 11, 2026 |
| Citizens Business Bank | History | Added to | 214,255 | 11,520 | 1.89% | 1.87% | 80 | +5,202 | 2.49% | Q1 2026 | May 01, 2026 |
| Ruggaard & Associates LLC | History | Added to | 209,020 | 11,239 | 4.45% | 4.4% | 81 | +2,288 | 1.11% | Q1 2026 | May 26, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 191,045 | 10,272 | 1.11% | 1.18% | 82 | -4,172 | -2.14% | Q1 2026 | Apr 24, 2026 |
| VestGen Advisors, LLC | History | Added to | 186,668 | 9,958 | 0.26% | 0.29% | 83 | +59,408 | 46.68% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 179,406 | 9,646 | 2.17% | 1.93% | 84 | +16,617 | 10.21% | Q1 2026 | Apr 10, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 177,858 | 9,563 | 4.3% | 4.11% | 85 | +8,301 | 4.9% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 176,231 | 9,528 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 171,505 | 9,221 | 2.41% | 1.97% | 87 | +13,965 | 8.86% | Q1 2026 | May 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 170,383 | 9,161 | 0.51% | 0.49% | 88 | +12,093 | 7.64% | Q1 2026 | Apr 24, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 165,832 | 8,917 | 6.56% | 4.79% | 89 | +47,895 | 40.61% | Q1 2026 | Apr 22, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 162,371 | 8,730 | 5.76% | 6.17% | 90 | -565 | -0.35% | Q1 2026 | Apr 30, 2026 |
| Financial Planning Navigators CORP | History | Added to | 157,937 | 8,492 | 3.72% | 3.78% | 91 | +5,753 | 3.78% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 157,765 | 8,482 | 0.2% | 0.12% | 92 | +66,581 | 73.02% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 156,447 | 8,412 | 0.07% | 0.07% | 93 | +519 | 0.33% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 150,050 | 8,068 | 0.16% | 0.15% | 94 | +13,892 | 10.2% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 147,510 | 7,931 | 0.14% | 0.14% | 95 | +11,137 | 8.17% | Q1 2026 | May 11, 2026 |
| Sonoma Allocations LLC | History | Reduced | 147,141 | 7,896 | 2.73% | 3.04% | 96 | -22,621 | -13.33% | Q1 2026 | May 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 138,420 | 7,442 | 0.12% | 0.1% | 97 | +28,046 | 25.41% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 135,948 | 7,293 | 0.01% | 0.03% | 99 | -232,679 | -63.12% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 135,647 | 7,293 | 0.01% | 0.0% | 98 | +61,287 | 82.42% | Q1 2026 | May 12, 2026 |
| Cooper Financial Group | History | Added to | 132,964 | 7,149 | 0.72% | 0.75% | 100 | +3,052 | 2.35% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 130,571 | 7,020 | 0.36% | 0.01% | 101 | +126,283 | 2945.03% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 129,307 | 6,952 | 0.16% | 0.09% | 102 | +62,871 | 94.63% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Added to | 128,510 | 6,910 | 2.65% | 2.54% | 103 | +7,180 | 5.92% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 128,244 | 6,895 | 0.01% | 0.01% | 104 | +1,956 | 1.55% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 128,185 | 6,893 | 0.01% | 0.01% | 105 | +41,462 | 47.81% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 127,927 | 6,878 | 0.05% | 0.05% | 106 | +4,081 | 3.3% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 125,638 | 6,755 | 1.33% | — | 107 | +125,638 | New | Q1 2026 | May 15, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 123,467 | 6,638 | 2.67% | 5.13% | 108 | -97,111 | -44.03% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 122,701 | 6,597 | 0.02% | 0.03% | 109 | -6,266 | -4.86% | Q1 2026 | Apr 30, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 122,574 | 6,590 | 0.92% | 0.9% | 110 | +518 | 0.42% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 119,953 | 6,449 | 0.27% | — | 111 | +119,953 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 117,992 | 6,344 | 0.03% | 0.06% | 112 | -73,458 | -38.37% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 109,836 | 5,905 | 0.08% | 0.04% | 113 | +52,939 | 93.04% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 109,210 | 5,852 | 0.06% | 0.01% | 114 | +94,371 | 635.97% | Q1 2026 | Apr 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 108,340 | 5,825 | 0.7% | 0.69% | 115 | +517 | 0.48% | Q1 2026 | May 04, 2026 |
| Tandem Financial, LLC | History | New | 108,198 | 5,817 | 1.85% | — | 116 | +108,198 | New | Q1 2026 | May 08, 2026 |
| ERn Financial, LLC | History | Added to | 102,654 | 5,519 | 1.04% | 0.92% | 117 | +11,788 | 12.97% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 99,640 | 5,357 | 2.49% | 2.32% | 118 | +825 | 0.83% | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 99,327 | 5,340 | 0.66% | — | 119 | +99,327 | New | Q1 2026 | Apr 27, 2026 |
| Sovran Advisors, LLC | History | Added to | 99,525 | 5,336 | 0.42% | 0.44% | 120 | +4,297 | 4.51% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 96,665 | 5,197 | 0.03% | 0.03% | 121 | +12,874 | 15.36% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 94,606 | 5,086 | 0.09% | 0.08% | 122 | +12,033 | 14.57% | Q1 2026 | Jun 02, 2026 |
| Avondale Wealth Management | History | New | 91,522 | 4,921 | 2.42% | — | 123 | +91,522 | New | Q1 2026 | Apr 14, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 91,449 | 4,917 | 3.05% | 1.19% | 124 | +50,786 | 124.89% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 88,993 | 4,785 | 0.17% | 0.14% | 125 | +14,940 | 20.17% | Q1 2026 | Apr 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | New | 88,456 | 4,756 | 1.52% | — | 126 | +88,456 | New | Q1 2026 | May 04, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 84,643 | 4,602 | 0.93% | 0.76% | 127 | +314 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 83,733 | 4,502 | 0.13% | 0.12% | 128 | +2,672 | 3.3% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Added to | 81,672 | 4,391 | 0.08% | 0.08% | 129 | +5,789 | 7.63% | Q1 2026 | Apr 17, 2026 |
| New Capital Management LP | History | Reduced | 81,150 | 4,363 | 1.08% | 1.3% | 130 | -14,666 | -15.31% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 80,509 | 4,328 | 0.09% | 0.09% | 131 | +5,814 | 7.78% | Q1 2026 | Apr 13, 2026 |
| Fiduciary Alliance LLC | History | New | 80,150 | 4,321 | 0.26% | — | 132 | +80,150 | New | Q1 2026 | Apr 20, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 79,665 | 4,283 | 0.17% | 0.09% | 133 | +64,881 | 438.86% | Q1 2026 | May 15, 2026 |
| Sherman Wealth Management LLC | History | Added to | 78,764 | 4,235 | 3.64% | 2.85% | 134 | +18,153 | 29.95% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 70,714 | 3,800 | 0.0% | 0.0% | 135 | +59,918 | 555.0% | Q1 2026 | May 14, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 69,614 | 3,742 | 1.94% | 1.76% | 136 | +14,077 | 25.35% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 68,901 | 3,704 | 0.0% | 0.0% | 137 | +59,385 | 624.05% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 68,709 | 3,694 | 0.13% | 0.11% | 138 | +9,066 | 15.2% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 68,322 | 3,673 | 0.09% | 0.09% | 139 | -1,200 | -1.73% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 66,022 | 3,550 | 0.04% | 0.04% | 140 | -950 | -1.42% | Q1 2026 | May 05, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 65,953 | 3,546 | 0.77% | — | 141 | +65,953 | New | Q1 2026 | May 13, 2026 |
| Midwest Financial Network, LLC | History | New | 65,396 | 3,516 | 2.79% | — | 142 | +65,396 | New | Q1 2026 | Jun 04, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 61,719 | 3,321 | 0.69% | 0.64% | 143 | +5,052 | 8.92% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 60,772 | 3,267 | 0.64% | 0.63% | 144 | +465 | 0.77% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 60,225 | 3,238 | 0.0% | 0.0% | 145 | +41,395 | 219.84% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 59,799 | 3,215 | 0.05% | 0.05% | 146 | +3,125 | 5.51% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 58,763 | 3,159 | 0.09% | 0.08% | 147 | +3,089 | 5.55% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 58,381 | 3,139 | 1.42% | 1.42% | 148 | -974 | -1.64% | Q1 2026 | May 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 57,458 | 3,101 | 0.18% | 0.15% | 149 | +8,307 | 16.9% | Q1 2026 | Apr 20, 2026 |
| Arkadios Wealth Advisors | History | New | 56,436 | 3,034 | 0.05% | — | 150 | +56,436 | New | Q1 2026 | May 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 56,251 | 3,024 | 0.02% | 0.02% | 151 | -15,579 | -21.69% | Q1 2026 | Apr 30, 2026 |
| GGM Financial LLC | History | Added to | 54,972 | 2,955 | 1.36% | 1.34% | 152 | +3,831 | 7.49% | Q1 2026 | May 11, 2026 |
| Boyer Financial Services, Inc. | History | Reduced | 53,260 | 2,863 | 3.04% | 4.04% | 153 | -17,309 | -24.53% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 50,433 | 2,711 | 0.1% | 0.12% | 154 | +2,555 | 5.34% | Q1 2026 | Jun 18, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 50,250 | 2,701 | 2.71% | 2.58% | 155 | -276 | -0.55% | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 49,191 | 2,645 | 1.45% | 3.8% | 156 | -80,286 | -62.01% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 48,827 | 2,625 | 0.07% | 0.07% | 157 | +1,298 | 2.73% | Q1 2026 | Apr 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 48,779 | 2,622 | 0.15% | 0.14% | 158 | +6,833 | 16.29% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 47,923 | 2,576 | 0.19% | 0.19% | 159 | +26,057 | 119.17% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 47,876 | 2,574 | 0.08% | — | 160 | +47,876 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,317 | 2,544 | 0.01% | 0.0% | 161 | +35,072 | 286.42% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 46,028 | 2,474 | 0.52% | 0.5% | 162 | +4,563 | 11.0% | Q1 2026 | Apr 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 41,910 | 2,248 | 0.75% | 0.74% | 163 | +617 | 1.49% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | Added to | 40,250 | 2,164 | 0.46% | 0.36% | 165 | +10,620 | 35.84% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 40,256 | 2,164 | 0.0% | 0.0% | 164 | +292 | 0.73% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | New | 39,025 | 2,098 | 0.48% | — | 166 | +39,025 | New | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 37,939 | 2,039 | 1.01% | 0.91% | 167 | +2,744 | 7.8% | Q1 2026 | May 07, 2026 |
| GWN SECURITIES INC. | History | Added to | 36,458 | 1,960 | 0.38% | 0.36% | 168 | +3,327 | 10.04% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 36,317 | 1,944 | 0.01% | 0.01% | 169 | +15,017 | 70.5% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 35,847 | 1,927 | 0.02% | 0.02% | 170 | +7,812 | 27.87% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 34,103 | 1,833 | 0.0% | 0.0% | 171 | +21,230 | 164.92% | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Added to | 29,384 | 1,579 | 0.69% | 0.64% | 172 | +1,374 | 4.91% | Q1 2026 | May 12, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 28,888 | 1,553 | 0.37% | 0.2% | 173 | +16,877 | 140.51% | Q1 2026 | May 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 28,371 | 1,525 | 0.26% | 0.08% | 174 | +19,463 | 218.49% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 28,303 | 1,521 | 0.19% | 0.21% | 175 | -3,906 | -12.13% | Q1 2026 | May 05, 2026 |
| Auxano Advisors, LLC | History | Added to | 28,258 | 1,519 | 0.3% | 0.06% | 176 | +23,071 | 444.79% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 27,627 | 1,485 | 0.1% | 0.02% | 177 | +22,313 | 419.89% | Q1 2026 | Apr 15, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 26,756 | 1,438 | 0.43% | 0.44% | 178 | +183 | 0.69% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,707 | 1,436 | 0.0% | 0.0% | 179 | -1,332 | -4.75% | Q1 2026 | Apr 27, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 25,773 | 1,388 | 0.15% | 0.21% | 180 | -2,239 | -7.99% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | New | 24,838 | 1,335 | 0.8% | — | 181 | +24,838 | New | Q1 2026 | Apr 30, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 24,761 | 1,331 | 2.4% | 2.6% | 182 | -341 | -1.36% | Q1 2026 | Apr 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 24,410 | 1,312 | 0.24% | 0.24% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ignite Planners, LLC | History | Added to | 23,841 | 1,309 | 0.2% | 0.13% | 184 | +8,456 | 54.96% | Q1 2026 | Apr 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 24,225 | 1,302 | 0.33% | 0.22% | 185 | +8,471 | 53.77% | Q1 2026 | Apr 09, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 24,054 | 1,293 | 0.45% | 0.53% | 186 | -2,827 | -10.52% | Q1 2026 | Apr 21, 2026 |
| ORG Partners LLC | History | No change | 23,865 | 1,290 | 0.23% | 0.23% | 187 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Betterment LLC | History | Added to | 23,363 | 1,256 | 0.0% | 0.0% | 188 | +16,324 | 231.91% | Q1 2026 | May 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 22,039 | 1,185 | 0.15% | 0.13% | 189 | +2,133 | 10.72% | Q1 2026 | Apr 13, 2026 |
| Farrell Financial LLC | History | Added to | 20,407 | 1,097 | 0.66% | 0.17% | 190 | +14,944 | 273.55% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 20,256 | 1,089 | 0.03% | 0.03% | 191 | +182 | 0.91% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 20,129 | 1,082 | 0.04% | 0.02% | 192 | +7,753 | 62.65% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 19,509 | 1,048 | 0.01% | 0.01% | 193 | +196 | 1.01% | Q1 2026 | Apr 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 19,452 | 1,045 | 0.84% | 0.85% | 194 | +1,283 | 7.06% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 19,201 | 1,032 | 0.51% | 0.22% | 195 | +4,438 | 30.06% | Q1 2026 | Apr 20, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 18,261 | 981 | 0.9% | 0.99% | 196 | -704 | -3.71% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 17,740 | 953 | 0.03% | — | 197 | +17,740 | New | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 17,368 | 933 | 0.0% | 0.0% | 198 | -4,311 | -19.89% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,222 | 926 | 0.01% | 0.01% | 199 | +4,210 | 32.35% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 17,182 | 923 | 0.24% | 0.23% | 200 | +1,624 | 10.44% | Q1 2026 | Apr 29, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 17,100 | 916 | 0.15% | 0.06% | 201 | +10,892 | 175.45% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Reduced | 16,988 | 913 | 0.07% | 0.08% | 202 | -1,005 | -5.59% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | New | 16,943 | 911 | 0.03% | — | 203 | +16,943 | New | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 16,853 | 906 | 0.23% | 0.27% | 204 | -461 | -2.66% | Q1 2026 | May 08, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | New | 16,622 | 893 | 0.89% | — | 205 | +16,622 | New | Q1 2026 | Apr 16, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 16,343 | 878 | 0.21% | 0.21% | 206 | +397 | 2.49% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 16,182 | 870 | 0.08% | 0.07% | 207 | +1,637 | 11.25% | Q1 2026 | Apr 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 16,132 | 867 | 0.01% | 0.01% | 208 | +2,557 | 18.84% | Q1 2026 | Apr 21, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 15,732 | 845 | 0.18% | 0.16% | 209 | +2,041 | 14.91% | Q1 2026 | Apr 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 15,524 | 834 | 0.17% | 0.08% | 210 | +8,343 | 116.18% | Q1 2026 | May 01, 2026 |
| Purus Wealth Management, LLC | History | Added to | 15,471 | 831 | 0.26% | 0.1% | 211 | +9,692 | 167.71% | Q1 2026 | Apr 15, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 15,215 | 818 | 0.8% | 0.68% | 212 | +2,450 | 19.19% | Q1 2026 | May 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,133 | 813 | 0.09% | 0.06% | 213 | +5,805 | 62.23% | Q1 2026 | Apr 16, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 14,875 | 799 | 0.63% | 0.49% | 215 | +3,610 | 32.05% | Q1 2026 | Apr 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,875 | 799 | 0.04% | 0.03% | 214 | +2,570 | 20.89% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 14,577 | 783 | 0.19% | 0.5% | 216 | +4,376 | 42.9% | Q1 2026 | May 12, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 14,205 | 763 | 0.37% | 0.37% | 217 | +568 | 4.17% | Q1 2026 | Apr 22, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 13,770 | 740 | 0.21% | — | 218 | +13,770 | New | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,405 | 720 | 0.02% | 0.01% | 219 | +4,490 | 50.36% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 13,247 | 712 | 0.05% | 0.04% | 220 | +2,087 | 18.7% | Q1 2026 | Apr 21, 2026 |
| Herold Advisors, Inc. | History | Added to | 13,023 | 700 | 0.15% | 0.13% | 221 | +1,930 | 17.4% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 12,058 | 648 | 0.05% | 0.06% | 222 | +797 | 7.08% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | No change | 11,864 | 637 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | New | 11,762 | 632 | 0.0% | — | 225 | +11,762 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,756 | 632 | 0.0% | 0.0% | 224 | +4,121 | 53.98% | Q1 2026 | May 13, 2026 |
| Northwest Financial Advisors | History | New | 11,333 | 609 | 1.18% | — | 226 | +11,333 | New | Q1 2026 | Apr 24, 2026 |
| Westmount Partners, LLC | History | New | 11,000 | 591 | 0.15% | — | 227 | +11,000 | New | Q1 2026 | Apr 16, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 10,915 | 586 | 0.13% | 0.14% | 228 | -500 | -4.38% | Q1 2026 | Apr 21, 2026 |
| BENJAMIN EDWARDS INC | History | New | 10,866 | 584 | 0.01% | — | 229 | +10,866 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 10,748 | 577 | 0.0% | — | 230 | +10,748 | New | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,238 | 550 | 0.02% | 0.02% | 231 | +135 | 1.34% | Q1 2026 | Apr 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 9,844 | 529 | 0.04% | 0.04% | 232 | -1,880 | -16.04% | Q1 2026 | May 05, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 9,723 | 522 | 0.23% | 0.18% | 233 | +2,000 | 25.9% | Q1 2026 | May 07, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 9,695 | 521 | 0.31% | — | 234 | +9,695 | New | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | No change | 9,596 | 515 | 0.08% | 0.1% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAM Wealth Management, LLC | History | Added to | 9,456 | 508 | 0.38% | 0.22% | 236 | +3,910 | 70.5% | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | Reduced | 9,401 | 505 | 0.04% | 0.08% | 237 | -6,628 | -41.35% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 9,311 | 500 | 0.27% | 0.28% | 238 | +3 | 0.03% | Q1 2026 | May 04, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 9,135 | 491 | 0.04% | — | 239 | +9,135 | New | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | New | 9,113 | 490 | 0.25% | — | 240 | +9,113 | New | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,529 | 458 | 0.01% | 0.01% | 241 | +3,293 | 62.89% | Q1 2026 | May 04, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 8,438 | 453 | 0.42% | 0.57% | 243 | -3,245 | -27.78% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,435 | 453 | 0.01% | 0.01% | 242 | +1,499 | 21.61% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,420 | 452 | 0.0% | 0.0% | 244 | -3,831 | -31.27% | Q1 2026 | Apr 29, 2026 |
| Fortitude Financial, LLC | History | Added to | 8,152 | 438 | 0.23% | 0.34% | 245 | +830 | 11.34% | Q1 2026 | Apr 23, 2026 |
| 5T Wealth, LLC | History | Reduced | 8,060 | 433 | 0.17% | 0.26% | 246 | -3,886 | -32.53% | Q1 2026 | Apr 13, 2026 |
| Vienna Asset Management LLC | History | Reduced | 7,872 | 423 | 0.33% | 0.42% | 247 | -5,989 | -43.21% | Q1 2026 | May 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 7,844 | 421 | 0.23% | 0.23% | 248 | -16 | -0.2% | Q1 2026 | Apr 22, 2026 |
| CRA Financial Services, LLC | History | New | 7,530 | 404 | 0.05% | — | 249 | +7,530 | New | Q1 2026 | Apr 09, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 7,479 | 402 | 0.23% | 0.23% | 250 | +200 | 2.75% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | New | 7,427 | 399 | 0.01% | — | 251 | +7,427 | New | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | Added to | 7,385 | 397 | 0.09% | 0.09% | 252 | +811 | 12.34% | Q1 2026 | May 15, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 7,274 | 391 | 0.31% | 0.26% | 253 | +1,186 | 19.48% | Q1 2026 | Apr 20, 2026 |
| KELLY FINANCIAL GROUP LLC | History | New | 7,145 | 384 | 0.1% | — | 254 | +7,145 | New | Q1 2026 | Apr 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 6,599 | 354 | 0.14% | 0.14% | 255 | +5 | 0.08% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,516 | 350 | 0.02% | 0.02% | 256 | +422 | 6.92% | Q1 2026 | Apr 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 6,497 | 349 | 0.13% | — | 257 | +6,497 | New | Q1 2026 | Apr 09, 2026 |
| Plan Group Financial, LLC | History | Added to | 6,321 | 339 | 0.08% | 0.09% | 258 | +83 | 1.33% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 6,088 | 327 | 0.0% | — | 259 | +6,088 | New | Q1 2026 | Apr 20, 2026 |
| UNIQUE WEALTH, LLC | History | New | 6,062 | 325 | 0.04% | — | 260 | +6,062 | New | Q1 2026 | Apr 21, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 5,969 | 320 | 0.15% | 0.17% | 261 | -1,109 | -15.67% | Q1 2026 | May 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 5,925 | 318 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 5,839 | 313 | 0.03% | — | 264 | +5,839 | New | Q1 2026 | Apr 28, 2026 |
| Cambridge Advisors Inc. | History | Added to | 5,823 | 313 | 0.06% | 0.05% | 263 | +895 | 18.16% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Added to | 5,819 | 312 | 0.01% | 0.0% | 265 | +1,215 | 26.39% | Q1 2026 | Apr 27, 2026 |
| MORGAN STANLEY | History | Added to | 5,587 | 300 | 0.0% | 0.0% | 266 | +2,924 | 109.8% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 5,486 | 295 | 0.01% | — | 267 | +5,486 | New | Q1 2026 | Apr 15, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 5,479 | 294 | 0.21% | 0.2% | 268 | -175 | -3.1% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,136 | 276 | 0.01% | 0.0% | 269 | +2,074 | 67.73% | Q1 2026 | Apr 29, 2026 |
| Prospect Financial Services LLC | History | Added to | 4,980 | 267 | 0.16% | 0.14% | 270 | +505 | 11.28% | Q1 2026 | Apr 24, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 4,900 | 263 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 4,849 | 260 | 0.12% | 0.11% | 272 | +254 | 5.53% | Q1 2026 | Apr 27, 2026 |
| Sequent Planning LLC | History | New | 4,705 | 252 | 0.06% | — | 274 | +4,705 | New | Q1 2026 | Apr 21, 2026 |
| WNY Asset Management, LLC | History | New | 4,693 | 252 | 0.03% | — | 273 | +4,693 | New | Q1 2026 | May 22, 2026 |
| High Falls Advisors, Inc | History | No change | 4,541 | 245 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,371 | 235 | 0.0% | 0.01% | 276 | -4,600 | -51.28% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,244 | 228 | 0.0% | 0.0% | 277 | +4,149 | 4367.37% | Q1 2026 | May 07, 2026 |
| Shared Vision Wealth Group LLC | History | New | 4,200 | 225 | 0.09% | — | 278 | +4,200 | New | Q1 2026 | May 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 4,087 | 219 | 0.12% | 0.12% | 280 | +98 | 2.46% | Q1 2026 | Apr 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 4,084 | 219 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Reduced | 4,010 | 215 | 0.0% | 0.0% | 281 | -13,047 | -76.49% | Q1 2026 | May 15, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 4,001 | 215 | 0.15% | — | 282 | +4,001 | New | Q1 2026 | Apr 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,940 | 211 | 0.15% | 0.29% | 283 | 0 | 0.0% | Q1 2026 | Jul 01, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 3,744 | 201 | 0.08% | — | 284 | +3,744 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 3,507 | 188 | 0.0% | — | 285 | +3,507 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,835 | 98 | 0.01% | 0.0% | 286 | +462 | 33.65% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,604 | 86 | 0.0% | 0.0% | 287 | -568 | -26.15% | Q1 2026 | May 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 1,541 | 82 | 0.08% | 0.07% | 288 | +146 | 10.47% | Q1 2026 | Apr 14, 2026 |
| Balentine LLC | History | Reduced | 1,442 | 77 | 0.0% | 0.02% | 289 | -9,929 | -87.32% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,411 | 75 | 0.01% | 0.01% | 291 | +716 | 103.02% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,404 | 75 | 0.0% | 0.0% | 290 | +14 | 1.01% | Q1 2026 | May 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,206 | 64 | 0.01% | 0.0% | 293 | +937 | 348.33% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,209 | 64 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Trask Adam Roland | History | New | 1,150 | 61 | 0.06% | — | 294 | +1,150 | New | Q1 2026 | May 15, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,066 | 57 | 0.29% | 0.18% | 296 | +528 | 98.14% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,073 | 57 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| N.E.W. Advisory Services LLC | History | New | 1,000 | 53 | 0.0% | — | 297 | +1,000 | New | Q1 2026 | May 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 971 | 52 | 0.0% | 0.01% | 298 | -1,646 | -62.9% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 618 | 33 | 0.0% | 0.0% | 299 | -184 | -22.94% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 523 | 28 | 0.0% | 0.0% | 300 | +417 | 393.4% | Q1 2026 | May 14, 2026 |