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 | 20,847,585 | 1,115,345 | 0.25% | 0.24% | 1 | +3,958,788 | 23.44% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 9,101,672 | 486,939 | 2.07% | 1.34% | 2 | +2,971,765 | 48.48% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,852,779 | 420,125 | 0.08% | 0.07% | 3 | +2,043,982 | 35.19% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,946,476 | 373,373 | 0.02% | 0.02% | 4 | +1,140,583 | 19.65% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,077,220 | 325,131 | 0.5% | 0.48% | 5 | +936,066 | 18.21% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 5,328,568 | 285,078 | 0.26% | 0.22% | 6 | +1,494,333 | 38.97% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,099,381 | 272,816 | 0.06% | 0.05% | 7 | +1,418,178 | 38.52% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,453,121 | 238,241 | 0.02% | 0.02% | 8 | +229,973 | 5.45% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,894,546 | 208,359 | 0.95% | 0.9% | 9 | +339,244 | 9.54% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,109,788 | 166,374 | 0.32% | 0.29% | 10 | +940,160 | 43.33% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,768,570 | 148,119 | 0.02% | 0.02% | 11 | +324,815 | 13.29% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,724,250 | 145,747 | 0.04% | 0.04% | 12 | +215,840 | 8.6% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 1,753,766 | 93,826 | 1.03% | 1.14% | 13 | +90,281 | 5.43% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,722,643 | 90,593 | 4.94% | 5.15% | 14 | +100,385 | 6.19% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,665,734 | 89,449 | 0.04% | 0.03% | 15 | +393,566 | 30.94% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 1,583,948 | 84,741 | 6.14% | 8.78% | 16 | -403,430 | -20.3% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,502,729 | 80,395 | 0.16% | 0.19% | 17 | +247,756 | 19.74% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,496,955 | 80,087 | 0.75% | 0.89% | 18 | -109 | -0.01% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 1,470,097 | 78,650 | 5.14% | 5.74% | 19 | +865 | 0.06% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,446,588 | 77,392 | 0.01% | 0.01% | 20 | +105,913 | 7.9% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 1,431,811 | 76,601 | 3.91% | 4.35% | 21 | -11,944 | -0.83% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 1,323,773 | 71,179 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,323,132 | 70,787 | 0.09% | 0.12% | 23 | -254,314 | -16.12% | Q2 2026 | Jul 29, 2026 |
| Northwest Financial Advisors | History | Added to | 1,318,229 | 70,525 | 9.38% | 1.18% | 24 | +1,306,896 | 11531.77% | Q2 2026 | Jul 27, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,114,649 | 59,633 | 5.9% | 6.66% | 25 | +5,106 | 0.46% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | Added to | 1,032,908 | 55,260 | 2.23% | 2.34% | 26 | +225,612 | 27.95% | Q2 2026 | Aug 12, 2026 |
| LVZ, Inc. | History | Reduced | 964,908 | 51,622 | 5.24% | 5.93% | 27 | -2,112 | -0.22% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 935,887 | 50,070 | 0.12% | 0.09% | 28 | +308,869 | 49.26% | Q2 2026 | Jul 27, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 930,053 | 49,757 | 5.88% | 6.39% | 29 | +36,502 | 4.09% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 872,511 | 46,679 | 1.23% | 1.24% | 30 | +147,933 | 20.42% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 811,131 | 43,398 | 0.05% | 0.04% | 31 | +347,510 | 74.96% | Q2 2026 | Aug 14, 2026 |
| Essex LLC | History | Added to | 798,166 | 42,701 | 6.48% | 6.36% | 32 | +127,845 | 19.07% | Q2 2026 | Jul 24, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 755,090 | 40,397 | 0.3% | 0.32% | 33 | +77,994 | 11.52% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Added to | 742,478 | 39,722 | 3.64% | 4.05% | 34 | +13,127 | 1.8% | Q2 2026 | Jul 24, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 719,463 | 38,491 | 4.89% | 5.36% | 35 | +19,946 | 2.85% | Q2 2026 | Jul 22, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 699,070 | 37,400 | 8.79% | 9.56% | 36 | +29,780 | 4.45% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Added to | 673,309 | 36,022 | 0.0% | 0.0% | 37 | +94,947 | 16.42% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 669,152 | 35,799 | 1.1% | 1.27% | 38 | +42,910 | 6.85% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Reduced | 633,749 | 33,905 | 1.02% | 1.19% | 39 | -17,259 | -2.65% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 595,638 | 31,866 | 0.43% | 0.5% | 40 | -10,615 | -1.75% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 568,422 | 30,410 | 0.3% | 0.37% | 41 | -8,936 | -1.55% | Q2 2026 | Aug 10, 2026 |
| CGC Financial Services, LLC | History | Added to | 555,625 | 29,725 | 6.68% | 8.39% | 42 | +15,749 | 2.92% | Q2 2026 | Jul 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 553,389 | 29,606 | 0.16% | 0.18% | 43 | +15,138 | 2.81% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | Added to | 539,886 | 28,883 | 0.0% | 0.0% | 44 | +895 | 0.17% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 508,429 | 27,200 | 0.32% | 0.33% | 45 | +78,899 | 18.37% | Q2 2026 | Aug 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 473,636 | 25,339 | 1.91% | 2.02% | 46 | +41,749 | 9.67% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 393,303 | 21,041 | 0.08% | — | 47 | +393,303 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 389,817 | 20,855 | 0.32% | — | 48 | +389,817 | New | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | Added to | 388,588 | 20,789 | 1.78% | 1.46% | 49 | +116,238 | 42.68% | Q2 2026 | Jul 10, 2026 |
| Mariner, LLC | History | Reduced | 377,534 | 20,198 | 0.02% | 0.03% | 50 | -105,776 | -21.89% | Q2 2026 | Aug 13, 2026 |
| Opes Wealth Management LLC | History | No change | 372,762 | 20,043 | 3.29% | 3.29% | 51 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 362,470 | 19,392 | 0.77% | 0.84% | 52 | +22,566 | 6.64% | Q2 2026 | Jul 24, 2026 |
| Vawter Financial, Ltd. | History | Added to | 360,261 | 19,273 | 7.26% | 7.79% | 53 | +15,684 | 4.55% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 358,635 | 19,186 | 0.88% | 0.36% | 54 | +228,064 | 174.67% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 355,627 | 19,026 | 1.17% | 1.49% | 55 | -25,220 | -6.62% | Q2 2026 | Jul 23, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 355,465 | 19,017 | 5.89% | 5.79% | 56 | +37,634 | 11.84% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 352,993 | 18,885 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 351,700 | 18,815 | 0.91% | 1.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 349,709 | 18,709 | 0.29% | 0.34% | 59 | +5,248 | 1.52% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 346,499 | 18,537 | 0.02% | 0.02% | 60 | +16,474 | 4.99% | Q2 2026 | Aug 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 342,235 | 18,309 | 2.49% | 2.62% | 61 | +14,198 | 4.33% | Q2 2026 | Jul 20, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 341,073 | 18,247 | 6.4% | 6.92% | 62 | +13,152 | 4.01% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 332,801 | 17,804 | 0.05% | 0.06% | 63 | +31,448 | 10.44% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 327,524 | 17,522 | 0.19% | 0.21% | 64 | +9,039 | 2.84% | Q2 2026 | Jul 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 322,418 | 17,249 | 3.42% | 3.51% | 65 | +24,593 | 8.26% | Q2 2026 | Aug 10, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 302,710 | 16,194 | 2.47% | 2.45% | 66 | +28,632 | 10.45% | Q2 2026 | Jul 21, 2026 |
| Echo Wealth Management, LLC | History | Added to | 291,117 | 15,574 | 7.95% | 8.33% | 67 | +22,113 | 8.22% | Q2 2026 | Jul 24, 2026 |
| CGN Advisors LLC | History | Reduced | 290,493 | 15,541 | 1.13% | 1.24% | 68 | -2,306 | -0.79% | Q2 2026 | Jul 06, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 285,453 | 15,271 | 9.46% | 10.33% | 69 | +115 | 0.04% | Q2 2026 | Jul 22, 2026 |
| WBH ADVISORY INC | History | Added to | 284,435 | 15,217 | 1.02% | 1.01% | 70 | +32,976 | 13.11% | Q2 2026 | Aug 05, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 279,411 | 14,948 | 3.89% | 5.43% | 71 | +21 | 0.01% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 269,003 | 14,391 | 0.09% | 0.09% | 72 | +18,110 | 7.22% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 263,754 | 14,110 | 0.09% | 0.1% | 73 | +25,039 | 10.49% | Q2 2026 | Sep 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 256,492 | 13,722 | 0.29% | 0.31% | 74 | +40,946 | 19.0% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 254,893 | 13,637 | 0.09% | 0.07% | 75 | +98,446 | 62.93% | Q2 2026 | Jul 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 235,617 | 12,605 | 1.48% | 1.64% | 76 | +7,770 | 3.41% | Q2 2026 | Jul 23, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 231,442 | 12,382 | 6.83% | 7.21% | 77 | +2,866 | 1.25% | Q2 2026 | Aug 07, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 230,251 | 12,318 | 5.14% | 4.3% | 78 | +52,393 | 29.46% | Q2 2026 | Jul 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 226,768 | 12,132 | 0.19% | — | 79 | +226,768 | New | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 223,369 | 11,950 | 1.57% | 1.93% | 80 | +1,935 | 0.87% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | Added to | 222,797 | 11,942 | 0.05% | 0.06% | 81 | +3,437 | 1.57% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 215,218 | 11,514 | 1.09% | — | 82 | +215,218 | New | Q2 2026 | Aug 14, 2026 |
| Ruggaard & Associates LLC | History | Added to | 213,405 | 11,417 | 4.1% | 4.45% | 83 | +4,385 | 2.1% | Q2 2026 | Aug 17, 2026 |
| Citizens Business Bank | History | Reduced | 206,667 | 11,056 | 1.66% | 1.89% | 84 | -7,588 | -3.54% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 205,486 | 10,993 | 0.17% | 0.39% | 85 | -22,682 | -9.94% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 195,021 | 10,433 | 0.35% | 0.02% | 86 | +188,505 | 2892.96% | Q2 2026 | Aug 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 179,599 | 9,608 | 1.65% | 1.33% | 87 | +53,961 | 42.95% | Q2 2026 | Aug 14, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 177,406 | 9,491 | 5.99% | 6.56% | 88 | +11,574 | 6.98% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 177,390 | 9,490 | 0.15% | 0.14% | 89 | +29,880 | 20.26% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 174,806 | 9,352 | 0.01% | 0.01% | 90 | +46,621 | 36.37% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Navigators CORP | History | Added to | 174,507 | 9,336 | 3.49% | 3.72% | 91 | +16,570 | 10.49% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 173,533 | 9,284 | 0.07% | 0.06% | 92 | +64,323 | 58.9% | Q2 2026 | Jul 17, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 172,210 | 9,213 | 2.21% | 2.41% | 93 | +705 | 0.41% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 172,124 | 9,208 | 0.2% | 0.2% | 94 | +14,359 | 9.1% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 164,667 | 8,809 | 0.44% | 0.51% | 95 | -5,716 | -3.35% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 156,403 | 8,367 | 0.12% | 0.12% | 96 | +17,983 | 12.99% | Q2 2026 | Jul 15, 2026 |
| Guided Capital Wealth Management, LLC | History | Reduced | 156,105 | 8,351 | 4.88% | 5.76% | 97 | -6,266 | -3.86% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 150,699 | 8,062 | 0.13% | 0.16% | 98 | +649 | 0.43% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 151,955 | 8,056 | 0.01% | 0.01% | 99 | +16,007 | 11.77% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 149,198 | 7,982 | 0.17% | 0.16% | 100 | +19,891 | 15.38% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 145,927 | 7,807 | 1.87% | 2.17% | 101 | -33,479 | -18.66% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 145,623 | 7,790 | 0.01% | 0.01% | 102 | +9,976 | 7.35% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 139,265 | 7,450 | 0.01% | 0.01% | 103 | +11,021 | 8.59% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Added to | 137,654 | 7,364 | 0.61% | 0.72% | 104 | +4,690 | 3.53% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 137,564 | 7,359 | 0.03% | 0.03% | 105 | +19,572 | 16.59% | Q2 2026 | Aug 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 137,192 | 7,339 | 0.67% | 1.11% | 106 | -53,853 | -28.19% | Q2 2026 | Aug 11, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 136,459 | 7,300 | 0.98% | 0.92% | 107 | +13,885 | 11.33% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 130,555 | 6,984 | 0.08% | 0.08% | 108 | +20,719 | 18.86% | Q2 2026 | Aug 18, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 131,606 | 6,956 | 5.17% | — | 109 | +131,606 | New | Q2 2026 | Aug 07, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 126,973 | 6,793 | 0.24% | 0.27% | 110 | +7,020 | 5.85% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 126,420 | 6,763 | 0.22% | 0.1% | 111 | +75,987 | 150.67% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 124,780 | 6,675 | 0.02% | 0.02% | 112 | +2,079 | 1.69% | Q2 2026 | Jul 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 123,569 | 6,610 | 0.69% | 0.66% | 113 | +24,242 | 24.41% | Q2 2026 | Jul 28, 2026 |
| Sovran Advisors, LLC | History | Added to | 112,467 | 5,955 | 0.44% | 0.42% | 114 | +12,942 | 13.0% | Q2 2026 | Jul 29, 2026 |
| ERn Financial, LLC | History | Added to | 109,604 | 5,863 | 0.97% | 1.04% | 115 | +6,950 | 6.77% | Q2 2026 | Jul 23, 2026 |
| Tandem Financial, LLC | History | Added to | 108,756 | 5,818 | 1.75% | 1.85% | 116 | +558 | 0.52% | Q2 2026 | Aug 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 107,955 | 5,775 | 0.67% | 0.7% | 117 | -385 | -0.36% | Q2 2026 | Jul 24, 2026 |
| Sonoma Allocations LLC | History | Reduced | 108,311 | 5,770 | 1.79% | 2.73% | 118 | -38,830 | -26.39% | Q2 2026 | Jul 08, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 106,996 | 5,724 | 3.21% | 2.65% | 119 | -21,514 | -16.74% | Q2 2026 | Jul 16, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 107,548 | 5,702 | 2.05% | 2.67% | 120 | -15,919 | -12.89% | Q2 2026 | Jul 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 105,462 | 5,642 | 2.23% | 2.49% | 121 | +5,822 | 5.84% | Q2 2026 | Jul 24, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 103,310 | 5,527 | 1.01% | 0.93% | 122 | +18,667 | 22.05% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 101,426 | 5,426 | 0.04% | 0.05% | 123 | -26,501 | -20.72% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 99,779 | 5,282 | 0.53% | 0.36% | 124 | +41,687 | 71.76% | Q2 2026 | Sep 02, 2026 |
| Evergreen Wealth Partners LLC | History | New | 97,378 | 5,209 | 3.13% | — | 125 | +97,378 | New | Q2 2026 | Aug 11, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 96,897 | 5,184 | 1.41% | 1.52% | 126 | +8,441 | 9.54% | Q2 2026 | Jul 24, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 94,973 | 5,081 | 2.71% | 3.05% | 127 | +3,524 | 3.85% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 94,096 | 5,034 | 0.09% | 0.09% | 128 | +13,587 | 16.88% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 93,421 | 4,998 | 0.08% | 0.09% | 129 | -1,185 | -1.25% | Q2 2026 | Aug 05, 2026 |
| WESPAC Advisors, LLC | History | Added to | 89,733 | 4,800 | 2.34% | 1.45% | 130 | +40,542 | 82.42% | Q2 2026 | Aug 10, 2026 |
| Avondale Wealth Management | History | Reduced | 89,414 | 4,783 | 1.95% | 2.42% | 131 | -2,108 | -2.3% | Q2 2026 | Jul 13, 2026 |
| Sherman Wealth Management LLC | History | Added to | 86,766 | 4,641 | 3.49% | 3.64% | 132 | +8,002 | 10.16% | Q2 2026 | Jul 09, 2026 |
| Bank of New Hampshire | History | Added to | 86,411 | 4,622 | 0.96% | 0.48% | 133 | +47,386 | 121.42% | Q2 2026 | Jul 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 83,496 | 4,467 | 0.3% | 0.26% | 134 | +3,346 | 4.17% | Q2 2026 | Jul 20, 2026 |
| New Capital Management LP | History | Added to | 82,073 | 4,390 | 1.0% | 1.08% | 135 | +923 | 1.14% | Q2 2026 | Jul 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 81,627 | 4,367 | 0.75% | 0.64% | 136 | +20,855 | 34.32% | Q2 2026 | Jul 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 80,510 | 4,307 | 0.07% | 0.05% | 137 | +24,074 | 42.66% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Reduced | 76,188 | 4,076 | 0.1% | 0.13% | 138 | -7,545 | -9.01% | Q2 2026 | Aug 07, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 75,864 | 4,058 | 1.87% | 1.94% | 139 | +6,250 | 8.98% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 74,321 | 3,976 | 0.0% | — | 140 | +74,321 | New | Q2 2026 | Aug 14, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 74,153 | 3,967 | 1.09% | 0.92% | 141 | +20,378 | 37.89% | Q2 2026 | Aug 14, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | Added to | 73,305 | 3,921 | 0.72% | 0.77% | 142 | +7,352 | 11.15% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 70,467 | 3,769 | 0.1% | 0.07% | 143 | +21,640 | 44.32% | Q2 2026 | Jul 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 69,191 | 3,701 | 0.08% | 0.09% | 144 | +869 | 1.27% | Q2 2026 | Jul 29, 2026 |
| Boyer Financial Services, Inc. | History | Added to | 66,647 | 3,550 | 3.0% | 3.04% | 145 | +13,387 | 25.14% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 64,304 | 3,439 | 0.0% | 0.0% | 146 | -6,410 | -9.06% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 64,004 | 3,424 | 0.08% | 0.09% | 147 | +5,241 | 8.92% | Q2 2026 | Jul 29, 2026 |
| Ascent Group, LLC | History | Reduced | 61,748 | 3,303 | 0.1% | 0.13% | 148 | -6,961 | -10.13% | Q2 2026 | Aug 03, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 61,301 | 3,279 | 0.69% | 0.69% | 149 | -418 | -0.68% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,888 | 3,257 | 0.02% | 0.01% | 150 | +13,571 | 28.68% | Q2 2026 | Aug 18, 2026 |
| Midwest Financial Network, LLC | History | Reduced | 60,599 | 3,241 | 2.21% | 2.79% | 151 | -4,797 | -7.34% | Q2 2026 | Jul 07, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 59,273 | 3,140 | 0.16% | 0.18% | 152 | +1,815 | 3.16% | Q2 2026 | Jul 22, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 58,014 | 3,103 | 1.31% | 1.42% | 153 | -367 | -0.63% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 57,356 | 3,068 | 0.18% | 0.17% | 154 | -22,309 | -28.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 57,076 | 3,053 | 0.11% | — | 155 | +57,076 | New | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 54,959 | 2,940 | 0.15% | 0.15% | 156 | +6,180 | 12.67% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 53,681 | 2,871 | 0.01% | 0.03% | 157 | -42,984 | -44.47% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 53,442 | 2,859 | 0.54% | 0.52% | 158 | +7,414 | 16.11% | Q2 2026 | Aug 06, 2026 |
| GGM Financial LLC | History | Reduced | 52,646 | 2,816 | 1.07% | 1.36% | 159 | -2,326 | -4.23% | Q2 2026 | Jul 23, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 49,400 | 2,642 | 0.64% | 0.37% | 160 | +20,512 | 71.01% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | Added to | 49,228 | 2,634 | 0.0% | 0.0% | 161 | +25,865 | 110.71% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 48,216 | 2,579 | 0.03% | 0.01% | 162 | +30,994 | 179.97% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 47,402 | 2,536 | 0.06% | 0.03% | 163 | +29,662 | 167.2% | Q2 2026 | Jul 31, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 46,840 | 2,505 | 3.83% | 2.4% | 164 | +22,079 | 89.17% | Q2 2026 | Jul 16, 2026 |
| Wayfinding Financial, LLC | History | Added to | 45,741 | 2,447 | 0.93% | 0.69% | 165 | +16,357 | 55.67% | Q2 2026 | Aug 13, 2026 |
| Auxano Advisors, LLC | History | Added to | 41,774 | 2,234 | 0.42% | 0.3% | 166 | +13,516 | 47.83% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 41,473 | 2,218 | 0.0% | 0.0% | 167 | +1,217 | 3.02% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Corp | History | Added to | 41,355 | 2,212 | 0.44% | 0.46% | 168 | +1,105 | 2.75% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Added to | 41,311 | 2,210 | 0.0% | 0.0% | 169 | +7,208 | 21.14% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 40,829 | 2,173 | 0.01% | 0.01% | 170 | +4,512 | 12.42% | Q2 2026 | Jul 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 40,045 | 2,142 | 0.61% | 0.75% | 171 | -1,865 | -4.45% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 39,654 | 2,121 | 0.02% | 0.02% | 172 | +3,807 | 10.62% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 38,624 | 2,066 | 0.02% | 0.04% | 173 | -27,398 | -41.5% | Q2 2026 | Jul 28, 2026 |
| GWN SECURITIES INC. | History | Added to | 38,025 | 2,034 | 0.34% | 0.38% | 174 | +1,567 | 4.3% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 34,673 | 1,855 | 0.11% | 0.1% | 175 | +7,046 | 25.5% | Q2 2026 | Jul 15, 2026 |
| Acropolis Investment Management, LLC | History | New | 33,600 | 1,797 | 0.07% | — | 176 | +33,600 | New | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | New | 32,675 | 1,748 | 0.11% | — | 177 | +32,675 | New | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | New | 31,217 | 1,670 | 0.03% | — | 178 | +31,217 | New | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 30,545 | 1,634 | 0.33% | 0.24% | 179 | +13,363 | 77.77% | Q2 2026 | Jul 17, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 29,989 | 1,604 | 0.36% | 0.1% | 180 | +22,844 | 319.72% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 29,896 | 1,599 | 0.0% | 0.0% | 181 | +3,189 | 11.94% | Q2 2026 | Jul 28, 2026 |
| Ignite Planners, LLC | History | Added to | 29,535 | 1,580 | 0.22% | 0.2% | 182 | +5,694 | 23.88% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 29,245 | 1,564 | 0.05% | 0.04% | 183 | +9,116 | 45.29% | Q2 2026 | Jul 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 29,171 | 1,560 | 0.01% | 0.02% | 184 | -27,080 | -48.14% | Q2 2026 | Jul 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 28,880 | 1,545 | 0.64% | 1.01% | 185 | -9,059 | -23.88% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 28,371 | 1,525 | 0.26% | 0.26% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 27,591 | 1,476 | 0.37% | 0.43% | 187 | +835 | 3.12% | Q2 2026 | Jul 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 27,539 | 1,473 | 0.43% | 0.45% | 188 | +3,485 | 14.49% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 27,349 | 1,463 | 0.02% | 0.05% | 189 | -32,450 | -54.27% | Q2 2026 | Aug 05, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 26,243 | 1,404 | 0.32% | 0.33% | 190 | +2,018 | 8.33% | Q2 2026 | Jul 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 25,726 | 1,376 | 0.01% | 0.0% | 191 | +17,306 | 205.53% | Q2 2026 | Sep 23, 2026 |
| Purus Wealth Management, LLC | History | Added to | 25,400 | 1,358 | 0.37% | 0.26% | 192 | +9,929 | 64.18% | Q2 2026 | Jul 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 24,616 | 1,316 | 0.15% | 0.15% | 193 | +2,577 | 11.69% | Q2 2026 | Aug 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 24,410 | 1,305 | 0.22% | 0.24% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Herold Advisors, Inc. | History | Added to | 24,362 | 1,302 | 0.26% | 0.15% | 195 | +11,339 | 87.07% | Q2 2026 | Jul 22, 2026 |
| Farrell Financial LLC | History | Added to | 24,354 | 1,302 | 0.7% | 0.66% | 196 | +3,947 | 19.34% | Q2 2026 | Jul 10, 2026 |
| Elevation Wealth Management LLC | History | Added to | 24,314 | 1,300 | 0.97% | 0.9% | 197 | +6,053 | 33.15% | Q2 2026 | Jul 29, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 23,898 | 1,268 | 0.13% | 0.15% | 198 | -1,875 | -7.28% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,595 | 1,208 | 0.04% | 0.03% | 199 | +5,652 | 33.36% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 21,648 | 1,158 | 0.09% | 0.08% | 200 | +5,466 | 33.78% | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 21,411 | 1,145 | 0.29% | 0.51% | 201 | +2,210 | 11.51% | Q2 2026 | Jul 28, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 20,815 | 1,113 | 0.11% | 0.09% | 202 | +5,682 | 37.55% | Q2 2026 | Jul 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 20,650 | 1,104 | 0.02% | — | 203 | +20,650 | New | Q2 2026 | Jul 21, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 19,818 | 1,060 | 0.12% | 0.04% | 204 | +13,756 | 226.92% | Q2 2026 | Jul 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 19,597 | 1,048 | 0.24% | 0.23% | 205 | +2,744 | 16.28% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 19,605 | 1,048 | 0.57% | 0.84% | 206 | +153 | 0.79% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 19,107 | 1,022 | 0.04% | 0.04% | 207 | +4,232 | 28.45% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 18,804 | 1,006 | 0.02% | 0.03% | 208 | -1,452 | -7.17% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 18,267 | 977 | 0.01% | 0.01% | 209 | +2,135 | 13.23% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,368 | 929 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 16,960 | 907 | 0.74% | 0.89% | 211 | +338 | 2.03% | Q2 2026 | Jul 23, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 35,897 | 906 | 0.65% | 0.63% | 212 | +21,022 | 141.32% | Q2 2026 | Jul 07, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 16,833 | 900 | 0.14% | 0.17% | 213 | +1,309 | 8.43% | Q2 2026 | Aug 10, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 16,605 | 888 | 0.74% | 0.8% | 214 | +1,390 | 9.14% | Q2 2026 | Jul 21, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 16,502 | 882 | 0.14% | 0.15% | 215 | -598 | -3.5% | Q2 2026 | Jul 24, 2026 |
| 5T Wealth, LLC | History | Added to | 16,276 | 870 | 0.32% | 0.17% | 216 | +8,216 | 101.94% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,905 | 850 | 0.0% | 0.0% | 217 | +4,149 | 35.29% | Q2 2026 | Aug 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 15,514 | 829 | 0.16% | 0.21% | 218 | -829 | -5.07% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 15,260 | 816 | 0.04% | — | 219 | +15,260 | New | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 15,203 | 813 | 0.05% | 0.05% | 220 | +1,956 | 14.77% | Q2 2026 | Aug 05, 2026 |
| Vienna Asset Management LLC | History | Added to | 15,144 | 810 | 0.57% | 0.33% | 221 | +7,272 | 92.38% | Q2 2026 | Aug 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 15,125 | 809 | 0.06% | 0.04% | 222 | +5,990 | 65.57% | Q2 2026 | Jul 29, 2026 |
| SHP Wealth Management | History | Reduced | 13,917 | 744 | 0.05% | 0.07% | 223 | -3,071 | -18.08% | Q2 2026 | Aug 11, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 13,882 | 742 | 0.48% | 0.31% | 224 | +6,608 | 90.84% | Q2 2026 | Jul 16, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 13,770 | 736 | 0.19% | 0.21% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 13,700 | 732 | 0.0% | — | 226 | +13,700 | New | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,244 | 708 | 0.01% | 0.02% | 227 | -161 | -1.2% | Q2 2026 | Jul 15, 2026 |
| BAM Wealth Management, LLC | History | Added to | 12,607 | 674 | 0.42% | 0.38% | 228 | +3,151 | 33.32% | Q2 2026 | Jul 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 12,755 | 670 | 0.04% | 0.05% | 229 | +697 | 5.78% | Q2 2026 | Aug 10, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 12,456 | 666 | 0.19% | 0.8% | 230 | -12,382 | -49.85% | Q2 2026 | Aug 14, 2026 |
| Everest Financial Group LLC | History | New | 12,149 | 649 | 0.09% | — | 231 | +12,149 | New | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | New | 12,003 | 642 | 0.01% | — | 232 | +12,003 | New | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 11,551 | 617 | 0.01% | 0.01% | 233 | -313 | -2.64% | Q2 2026 | Aug 14, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 11,438 | 611 | 0.26% | 0.37% | 234 | -2,767 | -19.48% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,995 | 588 | 0.01% | 0.01% | 235 | +129 | 1.19% | Q2 2026 | Jul 24, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 10,915 | 583 | 0.1% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,740 | 574 | 0.0% | 0.0% | 237 | -1,022 | -8.69% | Q2 2026 | Aug 11, 2026 |
| J. L. Bainbridge & Co., Inc. | History | New | 10,696 | 572 | 0.05% | — | 238 | +10,696 | New | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | Added to | 10,013 | 535 | 0.41% | 0.42% | 239 | +1,575 | 18.67% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | New | 9,838 | 526 | 0.03% | — | 240 | +9,838 | New | Q2 2026 | Jul 31, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 9,723 | 520 | 0.2% | 0.23% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 9,654 | 516 | 0.27% | 0.31% | 242 | -41 | -0.42% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 9,518 | 509 | 0.01% | 0.02% | 243 | -720 | -7.03% | Q2 2026 | Jul 07, 2026 |
| Beckerman Institutional, LLC | History | Added to | 9,314 | 498 | 0.24% | 0.27% | 244 | +3 | 0.03% | Q2 2026 | Aug 11, 2026 |
| RCS Financial Planning, LLC | History | Added to | 9,211 | 492 | 0.23% | 0.25% | 245 | +98 | 1.08% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,079 | 485 | 0.0% | 0.0% | 246 | +2,991 | 49.13% | Q2 2026 | Jul 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 8,848 | 473 | 0.15% | 0.13% | 247 | +2,351 | 36.19% | Q2 2026 | Jul 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 8,854 | 473 | 0.03% | 0.04% | 248 | -990 | -10.06% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | New | 8,570 | 458 | 0.0% | — | 249 | +8,570 | New | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | New | 8,490 | 454 | 0.26% | — | 250 | +8,490 | New | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | New | 8,479 | 453 | 0.03% | — | 251 | +8,479 | New | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | Added to | 8,392 | 448 | 0.01% | 0.0% | 252 | +4,021 | 91.99% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | Added to | 8,343 | 447 | 0.01% | 0.01% | 253 | +2,524 | 43.38% | Q2 2026 | Aug 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 7,588 | 405 | 0.06% | — | 255 | +7,588 | New | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | New | 7,578 | 405 | 0.05% | — | 254 | +7,578 | New | Q2 2026 | Jul 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 7,520 | 402 | 0.19% | 0.23% | 257 | -324 | -4.13% | Q2 2026 | Aug 06, 2026 |
| CRA Financial Services, LLC | History | Added to | 7,531 | 402 | 0.05% | 0.05% | 256 | +1 | 0.01% | Q2 2026 | Jul 24, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 7,479 | 402 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,472 | 399 | 0.01% | 0.01% | 259 | -1,057 | -12.39% | Q2 2026 | Aug 06, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | New | 7,071 | 378 | 0.12% | — | 260 | +7,071 | New | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,789 | 363 | 0.0% | — | 261 | +6,789 | New | Q2 2026 | Aug 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 6,568 | 351 | 0.17% | 0.12% | 263 | +2,481 | 60.7% | Q2 2026 | Aug 10, 2026 |
| Plan Group Financial, LLC | History | Added to | 6,561 | 351 | 0.07% | 0.08% | 262 | +240 | 3.8% | Q2 2026 | Aug 03, 2026 |
| Weaver Consulting Group | History | Reduced | 6,518 | 348 | 0.07% | 0.09% | 264 | -867 | -11.74% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | New | 6,319 | 338 | 0.0% | — | 265 | +6,319 | New | Q2 2026 | Aug 06, 2026 |
| WNY Asset Management, LLC | History | Added to | 6,154 | 329 | 0.03% | 0.03% | 266 | +1,461 | 31.13% | Q2 2026 | Aug 17, 2026 |
| Cambridge Advisors Inc. | History | Added to | 6,008 | 321 | 0.06% | 0.06% | 267 | +185 | 3.18% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,960 | 318 | 0.0% | 0.0% | 268 | -4,788 | -44.55% | Q2 2026 | Aug 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 5,927 | 317 | 0.01% | 0.01% | 269 | +441 | 8.04% | Q2 2026 | Jul 24, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 5,925 | 316 | 0.06% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 5,904 | 315 | 0.03% | 0.03% | 271 | +65 | 1.11% | Q2 2026 | Jul 22, 2026 |
| Carter Financial, LLC | History | New | 5,853 | 313 | 0.23% | — | 272 | +5,853 | New | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 5,828 | 311 | 0.04% | 0.08% | 273 | -3,768 | -39.27% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,776 | 309 | 0.0% | 0.0% | 274 | +2,269 | 64.7% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,706 | 305 | 0.01% | 0.26% | 275 | -180,962 | -96.94% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 5,633 | 301 | 0.0% | — | 276 | +5,633 | New | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | Added to | 5,374 | 287 | 0.06% | 0.06% | 277 | +669 | 14.22% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,360 | 286 | 0.02% | 0.0% | 278 | +4,360 | 436.0% | Q2 2026 | Aug 06, 2026 |
| Prospect Financial Services LLC | History | Added to | 5,298 | 283 | 0.14% | 0.16% | 279 | +318 | 6.39% | Q2 2026 | Aug 06, 2026 |
| Cladis Investment Advisory, LLC | History | New | 5,235 | 280 | 0.13% | — | 280 | +5,235 | New | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | New | 5,227 | 279 | 0.02% | — | 282 | +5,227 | New | Q2 2026 | Aug 14, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 5,230 | 279 | 0.11% | 0.15% | 281 | -739 | -12.38% | Q2 2026 | Aug 13, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 5,037 | 269 | 0.16% | 0.21% | 283 | -442 | -8.07% | Q2 2026 | Jul 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 4,900 | 262 | 0.06% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | Reduced | 4,595 | 245 | 0.0% | 0.0% | 285 | -992 | -17.76% | Q2 2026 | Aug 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 4,565 | 244 | 0.06% | 0.06% | 286 | +481 | 11.78% | Q2 2026 | Jul 16, 2026 |
| REDW Wealth LLC | History | New | 4,455 | 238 | 0.09% | — | 287 | +4,455 | New | Q2 2026 | Jul 30, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 4,316 | 230 | 0.11% | — | 288 | +4,316 | New | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | Added to | 4,176 | 223 | 0.01% | 0.0% | 289 | +3,653 | 698.47% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,082 | 218 | 0.0% | 0.01% | 290 | -4,353 | -51.61% | Q2 2026 | Aug 04, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,940 | 210 | 0.23% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,872 | 207 | 0.0% | — | 292 | +3,872 | New | Q2 2026 | Jul 13, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 3,796 | 203 | 0.06% | 0.19% | 293 | -10,781 | -73.96% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,781 | 202 | 0.0% | 0.0% | 294 | -65,120 | -94.51% | Q2 2026 | Aug 14, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 3,748 | 200 | 0.07% | 0.08% | 295 | +4 | 0.11% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 29,645 | 150 | 0.01% | — | 296 | +29,645 | New | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,554 | 136 | 0.0% | — | 297 | +2,554 | New | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 2,072 | 110 | 0.0% | 0.01% | 298 | -3,064 | -59.66% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | New | 2,046 | 109 | 0.0% | — | 299 | +2,046 | New | Q2 2026 | Aug 10, 2026 |
| Paladin Advisory Group, LLC | History | New | 1,887 | 100 | 0.07% | — | 300 | +1,887 | New | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,835 | 98 | 0.0% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,541 | 82 | 0.07% | 0.08% | 302 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,473 | 78 | 0.03% | 0.01% | 303 | +267 | 22.14% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,468 | 77 | 0.01% | 0.01% | 304 | +57 | 4.04% | Q2 2026 | Jul 29, 2026 |
| Balentine LLC | History | Reduced | 1,436 | 76 | 0.0% | 0.0% | 305 | -6 | -0.42% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,411 | 75 | 0.0% | 0.0% | 307 | -193 | -12.03% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,405 | 75 | 0.0% | 0.0% | 306 | +1 | 0.07% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,257 | 67 | 0.0% | — | 308 | +1,257 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,180 | 63 | 0.0% | 0.0% | 309 | -3,064 | -72.2% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,184 | 63 | 0.33% | 0.29% | 310 | +118 | 11.07% | Q2 2026 | Jul 24, 2026 |
| Burnham & Co LLC | History | New | 1,150 | 61 | 0.05% | — | 312 | +1,150 | New | Q2 2026 | Aug 11, 2026 |
| Trask Adam Roland | History | No change | 1,150 | 61 | 0.06% | 0.06% | 311 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,011 | 54 | 0.0% | 0.0% | 313 | +40 | 4.12% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | New | 1,008 | 53 | 0.0% | — | 314 | +1,008 | New | Q2 2026 | Jul 31, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 496 | 26 | 0.02% | 2.71% | 315 | -49,754 | -99.01% | Q2 2026 | Jul 31, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 476 | 25 | 0.01% | 0.02% | 317 | -17 | -3.45% | Q2 2026 | Aug 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 485 | 25 | 0.01% | 0.01% | 316 | +2 | 0.41% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 463 | 24 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Truvestments Capital LLC | History | New | 343 | 18 | 0.0% | — | 320 | +343 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 349 | 18 | 0.0% | 0.0% | 319 | -269 | -43.53% | Q2 2026 | Aug 12, 2026 |
| BIRCHBROOK, INC. | History | New | 295 | 15 | 0.01% | — | 321 | +295 | New | Q2 2026 | Jul 08, 2026 |
| Bernard Wealth Management Corp. | History | No change | 225 | 12 | 0.0% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Elevated Capital Advisors, LLC | History | New | 206 | 11 | 0.0% | — | 323 | +206 | New | Q2 2026 | Aug 03, 2026 |
| William B. Walkup & Associates, Inc. | History | New | 201 | 10 | 0.0% | — | 324 | +201 | New | Q2 2026 | Jul 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 164 | 8 | 0.0% | — | 325 | +164 | New | Q2 2026 | Jul 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 119 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | Added to | 94 | 5 | 0.0% | 0.0% | 327 | +15 | 18.99% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Added to | 83 | 4 | 0.0% | 0.0% | 328 | +1 | 1.22% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 48 | 2 | 0.0% | — | 330 | +48 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 40 | 2 | 0.0% | — | 329 | +40 | New | Q2 2026 | Jul 15, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 331 | +1 | 4.17% | Q2 2026 | Jul 20, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.82% | — | -1,429,253 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 6.18% | — | -259,406 | -100.0% | Q2 2026 | Jul 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 2.29% | — | -253,549 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.76% | — | -233,471 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -88,993 | -100.0% | Q2 2026 | Jul 09, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -81,672 | -100.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,225 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.19% | — | -47,923 | -100.0% | Q2 2026 | Aug 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -47,876 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.19% | — | -28,303 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,509 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -15,732 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Westmount Partners, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -11,000 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,401 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -8,152 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,427 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -6,599 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Latitude Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,849 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,200 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,010 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,001 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,073 | -100.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -356 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |