J.P. Morgan Exchange-Traded Fund Trust - JCPB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HB Wealth Management, LLC | History | Added to | 14,422,179 | 676,222 | 4.38% | 3.79% | 1 | +2,042,169 | 16.5% | Q1 2026 | Apr 27, 2026 |
| McCarthy & Cox | History | No change | 13,752 | 651,138 | 7.89% | 7.89% | 2 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 8,362,414 | 393,702 | 0.02% | 0.02% | 3 | +1,939,353 | 30.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,705,129 | 315,677 | 0.1% | 0.07% | 4 | +1,937,845 | 40.65% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 6,234,652 | 293,527 | 0.56% | 0.01% | 5 | +6,127,011 | 5692.08% | Q1 2026 | May 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 5,846,314 | 275,244 | 3.1% | 2.81% | 6 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,543,281 | 260,118 | 0.02% | 0.01% | 7 | +1,062,316 | 23.71% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,376,654 | 253,132 | 0.02% | 0.02% | 8 | -535,437 | -9.06% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,810,272 | 226,467 | 3.24% | 3.32% | 9 | +566,783 | 13.36% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 4,727,615 | 222,575 | 0.26% | 0.2% | 10 | +1,094,659 | 30.13% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 4,440,748 | 209,070 | 1.82% | 1.73% | 11 | +715,921 | 19.22% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 3,867,634 | 182,088 | 10.62% | 10.18% | 12 | +137,884 | 3.7% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,568,823 | 168,020 | 0.42% | 0.3% | 13 | +769,266 | 27.48% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,223,744 | 151,774 | 0.16% | 0.15% | 14 | +259,220 | 8.74% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,072,664 | 144,661 | 0.09% | 0.08% | 15 | +236,893 | 8.35% | Q1 2026 | May 07, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,906,052 | 128,133 | 3.06% | 2.58% | 16 | +277,744 | 10.57% | Q1 2026 | May 08, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,639,364 | 124,261 | 9.79% | 9.54% | 17 | +188,904 | 7.71% | Q1 2026 | May 01, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 2,625,401 | 123,603 | 9.04% | 8.83% | 18 | +59,344 | 2.31% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,614,826 | 123,105 | 0.03% | 0.03% | 19 | +383,556 | 17.19% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,405,004 | 113,227 | 0.02% | 0.02% | 20 | -44,598 | -1.82% | Q1 2026 | Jul 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,339,155 | 110,127 | 1.22% | 1.32% | 21 | +275,913 | 13.37% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,219,007 | 104,474 | 0.15% | 0.16% | 22 | -32,049 | -1.42% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,186,266 | 102,492 | 1.75% | 1.58% | 23 | +355,942 | 19.45% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,096,483 | 98,702 | 0.1% | 0.1% | 24 | +210,368 | 11.15% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 2,093,938 | 98,582 | 0.48% | 0.43% | 25 | +504,522 | 31.74% | Q1 2026 | May 04, 2026 |
| First Pacific Financial | History | Added to | 2,005,687 | 94,427 | 12.16% | 11.9% | 26 | +80,530 | 4.18% | Q1 2026 | Apr 23, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 1,923,666 | 90,566 | 13.17% | 17.7% | 27 | -718,882 | -27.2% | Q1 2026 | Apr 21, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,830,246 | 86,167 | 3.34% | 2.82% | 28 | +390,487 | 27.12% | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Added to | 1,801,494 | 84,814 | 6.7% | 6.4% | 29 | +94,458 | 5.53% | Q1 2026 | Apr 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 1,759,697 | 82,846 | 15.96% | 16.29% | 30 | +51,839 | 3.04% | Q1 2026 | May 07, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,674,613 | 78,840 | 2.16% | 2.15% | 31 | +47,635 | 2.93% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 1,673,654 | 78,795 | 0.02% | 0.0% | 32 | +1,367,293 | 446.3% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,570,632 | 73,945 | 2.85% | 2.87% | 33 | +59,750 | 3.95% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Added to | 1,552,515 | 73,093 | 1.92% | 1.95% | 34 | +106,460 | 7.36% | Q1 2026 | May 14, 2026 |
| First Washington CORP | History | Added to | 1,545,169 | 72,746 | 20.58% | 10.05% | 35 | +725,754 | 88.57% | Q1 2026 | May 14, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,540,528 | 72,528 | 17.33% | 17.44% | 36 | +30,436 | 2.02% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 1,506,498 | 70,925 | 10.9% | 10.66% | 37 | +72,475 | 5.05% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,490,284 | 70,161 | 0.12% | 0.12% | 38 | +153,288 | 11.47% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | Added to | 1,470,695 | 69,240 | 6.19% | 5.28% | 39 | +253,092 | 20.79% | Q1 2026 | May 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,367,913 | 64,401 | 0.09% | 0.07% | 40 | +186,895 | 15.82% | Q1 2026 | Apr 27, 2026 |
| McAdam, LLC | History | Added to | 1,311,932 | 61,765 | 2.78% | 2.72% | 41 | +58,454 | 4.66% | Q1 2026 | May 08, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 1,285,354 | 60,514 | 13.05% | 12.52% | 42 | +95,806 | 8.05% | Q1 2026 | Apr 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 1,263,562 | 59,488 | 8.79% | 8.78% | 43 | +55,830 | 4.62% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,186,981 | 55,770 | 0.11% | 0.14% | 44 | -950,955 | -44.48% | Q1 2026 | Apr 08, 2026 |
| Harbor Group, Inc. | History | Added to | 1,071,438 | 50,443 | 7.28% | 7.2% | 45 | +55,339 | 5.45% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,032,176 | 48,583 | 0.07% | 0.04% | 46 | +322,574 | 45.46% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 988,340 | 46,155 | 0.52% | 0.27% | 47 | +538,933 | 119.92% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 966,425 | 45,499 | 0.03% | 0.02% | 48 | +173,099 | 21.82% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 939,980 | 43,887 | 0.02% | 0.02% | 49 | +238,787 | 34.05% | Q1 2026 | May 15, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 912,812 | 43,011 | 3.16% | 3.12% | 50 | +34,198 | 3.89% | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 875,258 | 41,207 | 2.31% | 2.42% | 51 | -7,965 | -0.9% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 868,586 | 40,893 | 4.47% | 4.67% | 52 | +13,682 | 1.6% | Q1 2026 | May 11, 2026 |
| SNS Financial Group, LLC | History | Added to | 830,813 | 39,114 | 3.37% | 2.92% | 53 | +118,182 | 16.58% | Q1 2026 | Apr 14, 2026 |
| Joseph Group Capital Management | History | Added to | 825,177 | 38,849 | 9.7% | 9.86% | 54 | +32,319 | 4.08% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 798,274 | 37,582 | 0.1% | 0.06% | 55 | +277,030 | 53.15% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 796,523 | 37,500 | 2.67% | 2.59% | 56 | +32,997 | 4.32% | Q1 2026 | May 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 784,246 | 36,922 | 7.88% | 6.68% | 57 | +130,413 | 19.95% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 782,995 | 36,863 | 0.03% | 0.03% | 58 | +15,544 | 2.03% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 771,998 | 36,345 | 1.15% | 1.21% | 59 | +70,813 | 10.1% | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 767,937 | 36,154 | 7.21% | 7.03% | 60 | +61,227 | 8.66% | Q1 2026 | Apr 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 749,446 | 35,283 | 1.11% | 0.87% | 61 | +172,739 | 29.95% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 733,242 | 34,521 | 0.01% | 0.0% | 62 | +97,610 | 15.36% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 100,487 | 34,184 | 0.04% | 0.04% | 63 | -635,009 | -86.34% | Q1 2026 | May 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 713,740 | 33,602 | 3.22% | 3.14% | 64 | +52,294 | 7.91% | Q1 2026 | Apr 22, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 706,122 | 33,244 | 8.47% | 8.93% | 65 | -19,613 | -2.7% | Q1 2026 | Apr 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 678,514 | 31,971 | 10.65% | 10.35% | 66 | +37,117 | 5.79% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 663,236 | 31,225 | 2.21% | 4.14% | 67 | +37,055 | 5.92% | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 653,344 | 30,759 | 7.74% | 7.66% | 68 | +19,759 | 3.12% | Q1 2026 | Apr 09, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 651,759 | 30,684 | 6.32% | 6.44% | 69 | +32,967 | 5.33% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 646,732 | 30,609 | 0.45% | 0.25% | 70 | +384,397 | 146.53% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 637,695 | 30,022 | 0.04% | 0.06% | 71 | -230,320 | -26.53% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 618,151 | 29,102 | 10.25% | 5.35% | 72 | +68,318 | 12.43% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 614,474 | 28,929 | 0.23% | 0.2% | 73 | +39,222 | 6.82% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 614,474 | 28,929 | 1.82% | 1.71% | 74 | +32,679 | 5.62% | Q1 2026 | May 15, 2026 |
| 46 Peaks LLC | History | Added to | 610,925 | 28,762 | 20.94% | 20.85% | 75 | +13,010 | 2.18% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 608,329 | 28,640 | 0.04% | 0.04% | 76 | -1,448 | -0.24% | Q1 2026 | Apr 27, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 597,818 | 28,145 | 4.57% | 4.63% | 77 | -10,024 | -1.65% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 592,576 | 27,898 | 1.91% | 1.69% | 78 | +56,209 | 10.48% | Q1 2026 | May 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 587,402 | 27,654 | 3.65% | 3.44% | 79 | +64,498 | 12.33% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 582,362 | 27,417 | 0.07% | 0.06% | 80 | +150,150 | 34.74% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 579,129 | 27,265 | 2.66% | 2.59% | 81 | +11,487 | 2.02% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 577,757 | 27,200 | 0.01% | 0.0% | 82 | +449,855 | 351.72% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 576,938 | 27,162 | 0.98% | 0.95% | 83 | +44,321 | 8.32% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 562,109 | 26,464 | 0.63% | 0.61% | 84 | -12,385 | -2.16% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 561,371 | 26,429 | 5.46% | 4.96% | 85 | +72,416 | 14.81% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 543,683 | 25,596 | 0.01% | — | 86 | +543,683 | New | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 540,435 | 25,443 | 0.15% | 0.12% | 87 | +110,554 | 25.72% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 532,813 | 25,084 | 0.09% | 0.15% | 88 | -245,872 | -31.58% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Added to | 531,041 | 25,001 | 0.85% | 0.66% | 89 | +113,953 | 27.32% | Q1 2026 | Apr 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 510,234 | 24,021 | 5.06% | 4.94% | 90 | +14,751 | 2.98% | Q1 2026 | May 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 505,209 | 23,805 | 1.34% | 1.26% | 91 | +54,754 | 12.16% | Q1 2026 | Apr 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 493,777 | 23,247 | 1.89% | 1.52% | 92 | +73,492 | 17.49% | Q1 2026 | Apr 10, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 483,143 | 22,746 | 0.94% | 1.02% | 93 | -18,251 | -3.64% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 467,250 | 21,998 | 0.03% | 0.02% | 94 | +251,601 | 116.67% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 464,349 | 21,861 | 0.27% | 0.28% | 95 | -13,365 | -2.8% | Q1 2026 | Apr 28, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 457,321 | 21,530 | 6.01% | 5.93% | 96 | +12,599 | 2.83% | Q1 2026 | Apr 08, 2026 |
| LeClair Wealth Partners LLC | History | New | 453,035 | 21,328 | 7.37% | — | 98 | +453,035 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 453,035 | 21,328 | 7.37% | 7.27% | 97 | +26,144 | 6.12% | Q1 2026 | May 05, 2026 |
| American Money Management, LLC | History | Added to | 451,616 | 21,262 | 3.36% | 3.31% | 99 | +6,292 | 1.41% | Q1 2026 | May 11, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 450,648 | 21,216 | 2.82% | 2.8% | 100 | +7,124 | 1.61% | Q1 2026 | Apr 09, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 449,902 | 21,181 | 1.49% | 1.54% | 101 | -2,358 | -0.52% | Q1 2026 | May 12, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 445,325 | 20,965 | 2.91% | 2.75% | 102 | +10,467 | 2.41% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 444,740 | 20,938 | 0.45% | 0.36% | 103 | +87,100 | 24.35% | Q1 2026 | May 01, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 428,161 | 20,157 | 6.82% | 9.39% | 104 | -171,871 | -28.64% | Q1 2026 | Apr 24, 2026 |
| TD Capital Management LLC | History | Added to | 411,891 | 19,391 | 1.74% | 1.66% | 105 | +15,986 | 4.04% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 410,508 | 19,326 | 1.2% | 1.04% | 106 | +70,932 | 20.89% | Q1 2026 | Jun 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 406,896 | 19,156 | 1.07% | 0.55% | 107 | +225,807 | 124.69% | Q1 2026 | Apr 29, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 393,021 | 18,593 | 4.03% | 3.97% | 108 | +27,688 | 7.58% | Q1 2026 | Apr 16, 2026 |
| Selby Wealth Management, LLC | History | Added to | 393,903 | 18,544 | 7.3% | 7.4% | 109 | +6,228 | 1.61% | Q1 2026 | Apr 08, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 391,521 | 18,432 | 9.6% | 9.37% | 110 | +27,297 | 7.49% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 387,577 | 18,247 | 0.44% | 0.44% | 111 | +26,239 | 7.26% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Reduced | 386,936 | 18,216 | 0.85% | 0.85% | 112 | -15,401 | -3.83% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | New | 374,330 | 17,623 | 0.08% | — | 113 | +374,330 | New | Q1 2026 | May 08, 2026 |
| Invst, LLC | History | Added to | 369,306 | 17,386 | 1.96% | 1.81% | 114 | +17,737 | 5.05% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 368,352 | 17,342 | 0.19% | 0.13% | 115 | +129,774 | 54.39% | Q1 2026 | May 05, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 355,561 | 16,740 | 8.65% | 8.05% | 116 | +47,708 | 15.5% | Q1 2026 | Apr 21, 2026 |
| Financial Connections Group, Inc. | History | Added to | 345,985 | 16,288 | 5.66% | 5.43% | 117 | +12,535 | 3.76% | Q1 2026 | May 01, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 344,879 | 16,236 | 4.6% | 3.95% | 118 | +34,084 | 10.97% | Q1 2026 | Apr 16, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 341,844 | 16,094 | 12.37% | 12.11% | 119 | +17,287 | 5.33% | Q1 2026 | Apr 28, 2026 |
| Financial Partners Group, Inc | History | Added to | 324,642 | 15,284 | 1.83% | 1.7% | 120 | +16,031 | 5.19% | Q1 2026 | Apr 10, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 323,589 | 15,234 | 7.17% | 6.97% | 121 | -439 | -0.14% | Q1 2026 | May 12, 2026 |
| FMA Wealth Management, LLC | History | Added to | 311,725 | 14,676 | 9.76% | 9.48% | 122 | +2,810 | 0.91% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 309,573 | 14,575 | 0.04% | 0.04% | 123 | +12,165 | 4.09% | Q1 2026 | Apr 30, 2026 |
| Stadion Money Management, LLC | History | Added to | 297,345 | 13,999 | 1.41% | 1.13% | 124 | +3,770 | 1.28% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | Added to | 285,121 | 13,423 | 2.28% | 1.88% | 125 | +66,545 | 30.44% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 282,826 | 13,315 | 0.09% | 0.1% | 126 | -823 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Janney Capital Management LLC | History | No change | 278,201 | 13,173 | 0.83% | 0.83% | 127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 279,732 | 13,169 | 4.13% | 4.05% | 128 | +4,185 | 1.52% | Q1 2026 | Apr 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 274,077 | 12,903 | 0.66% | 0.58% | 129 | +39,528 | 16.85% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 271,776 | 12,795 | 0.72% | 0.59% | 130 | +50,425 | 22.78% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 270,996 | 12,758 | 0.0% | — | 131 | +270,996 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 261,526 | 12,312 | 0.98% | 1.12% | 132 | +13,589 | 5.48% | Q1 2026 | Apr 16, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 248,277 | 11,688 | 9.59% | 9.41% | 133 | +8,150 | 3.39% | Q1 2026 | Apr 27, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 246,469 | 11,603 | 1.72% | 1.89% | 134 | -219,683 | -47.13% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 245,262 | 11,546 | 1.28% | 1.32% | 135 | -3,836 | -1.54% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 244,810 | 11,525 | 2.37% | 2.16% | 136 | +20,817 | 9.29% | Q1 2026 | Apr 24, 2026 |
| Econ Financial Services Corp | History | Added to | 241,594 | 11,374 | 5.28% | 4.41% | 137 | +55,693 | 29.96% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 238,478 | 11,227 | 2.71% | 2.73% | 138 | +185 | 0.08% | Q1 2026 | May 05, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 235,787 | 11,100 | 3.68% | 3.28% | 139 | +32,280 | 15.86% | Q1 2026 | Apr 17, 2026 |
| Financially in Tune, LLC | History | Added to | 232,779 | 10,959 | 9.42% | 8.82% | 140 | +33,077 | 16.56% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 229,940 | 10,825 | 0.2% | — | 141 | +229,940 | New | Q1 2026 | May 07, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 229,340 | 10,797 | 4.74% | 4.97% | 142 | -9,688 | -4.05% | Q1 2026 | Apr 29, 2026 |
| Trademark Financial Management, LLC | History | Added to | 229,244 | 10,792 | 5.29% | 4.97% | 143 | +38,583 | 20.24% | Q1 2026 | Apr 27, 2026 |
| MBL Wealth, LLC | History | New | 228,988 | 10,780 | 0.82% | — | 144 | +228,988 | New | Q1 2026 | Apr 28, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 225,397 | 10,611 | 2.84% | 3.23% | 145 | +47,101 | 26.42% | Q1 2026 | Apr 29, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 223,024 | 10,499 | 4.84% | 3.78% | 146 | +65,948 | 41.98% | Q1 2026 | Apr 16, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 221,976 | 10,486 | 6.99% | 6.99% | 147 | +6,171 | 2.86% | Q1 2026 | Apr 24, 2026 |
| Contango Wealth Management LLC | History | Reduced | 221,710 | 10,438 | 12.2% | 14.68% | 148 | -55,705 | -20.08% | Q1 2026 | Jun 09, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 220,358 | 10,374 | 7.02% | 6.86% | 149 | +15,109 | 7.36% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 214,297 | 10,089 | 0.18% | 0.17% | 150 | +9,890 | 4.84% | Q1 2026 | Apr 10, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 210,879 | 9,928 | 6.45% | 6.21% | 151 | +5,522 | 2.69% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Added to | 193,227 | 9,058 | 0.68% | 0.63% | 152 | +12,415 | 6.87% | Q1 2026 | Apr 27, 2026 |
| 5T Wealth, LLC | History | Added to | 189,715 | 8,931 | 3.53% | 3.21% | 153 | +20,220 | 11.93% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Added to | 187,979 | 8,850 | 1.04% | 0.73% | 154 | +62,285 | 49.55% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 187,582 | 8,831 | 0.66% | 0.91% | 155 | -72,289 | -27.82% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 176,563 | 8,312 | 0.1% | 0.11% | 156 | +13,364 | 8.19% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 174,829 | 8,230 | 0.04% | 0.04% | 157 | +32,197 | 22.57% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 172,951 | 8,142 | 0.11% | 0.12% | 158 | -100 | -0.06% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Added to | 170,744 | 8,051 | 1.24% | 1.19% | 159 | +6,736 | 4.11% | Q1 2026 | Apr 17, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 166,658 | 7,846 | 6.19% | 9.53% | 160 | -94,250 | -36.12% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 159,003 | 7,485 | 2.38% | 2.2% | 161 | +10,609 | 7.15% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | Added to | 158,809 | 7,476 | 0.21% | 0.1% | 162 | +78,623 | 98.05% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 157,874 | 7,432 | 0.33% | 0.39% | 163 | -25,387 | -13.85% | Q1 2026 | May 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 155,678 | 7,329 | 3.57% | 3.24% | 164 | +20,192 | 14.9% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 154,480 | 7,272 | 0.12% | 0.12% | 165 | +5,146 | 3.45% | Q1 2026 | Apr 22, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 153,367 | 7,220 | 0.71% | 0.71% | 166 | +3,257 | 2.17% | Q1 2026 | Apr 27, 2026 |
| Kellett Wealth Advisors, LLC | History | New | 152,848 | 7,196 | 3.9% | — | 167 | +152,848 | New | Q1 2026 | May 04, 2026 |
| Base Wealth Management LLC | History | Added to | 152,342 | 7,172 | 4.01% | 3.02% | 168 | +33,801 | 28.51% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 152,185 | 7,164 | 0.08% | 0.07% | 169 | +29,234 | 23.78% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 152,155 | 7,163 | 0.4% | 0.2% | 170 | +77,614 | 104.12% | Q1 2026 | Apr 30, 2026 |
| TABLEAUX LLC | History | Added to | 149,480 | 7,037 | 3.41% | 3.39% | 171 | +54,174 | 56.84% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 144,101 | 6,784 | 0.07% | 0.07% | 172 | +1,689 | 1.19% | Q1 2026 | Apr 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 138,856 | 6,537 | 0.37% | 0.21% | 173 | +59,107 | 74.12% | Q1 2026 | Apr 24, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 131,253 | 6,179 | 0.71% | 1.08% | 174 | -65,220 | -33.2% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 127,338 | 5,995 | 2.97% | 1.51% | 175 | +12,730 | 11.11% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 126,668 | 5,963 | 0.73% | 0.5% | 176 | +37,768 | 42.48% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 125,695 | 5,917 | 0.09% | 0.09% | 177 | +3,375 | 2.76% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 120,514 | 5,673 | 2.21% | 2.07% | 178 | +5,444 | 4.73% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 119,481 | 5,625 | 0.07% | 0.04% | 179 | +52,870 | 79.37% | Q1 2026 | Apr 20, 2026 |
| COURIER CAPITAL LLC | History | Added to | 111,053 | 5,228 | 0.29% | 0.26% | 180 | +11,587 | 11.65% | Q1 2026 | Apr 23, 2026 |
| Leo Wealth, LLC | History | Added to | 108,334 | 5,100 | 0.37% | 0.36% | 181 | +2,304 | 2.17% | Q1 2026 | May 05, 2026 |
| Merited Wealth, LLC | History | Added to | 107,008 | 5,037 | 4.18% | 1.65% | 182 | +69,498 | 185.28% | Q1 2026 | Apr 24, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | Added to | 104,826 | 4,935 | 11.1% | 10.53% | 183 | +1,256 | 1.21% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 103,896 | 4,891 | 0.13% | 0.11% | 184 | +15,410 | 17.42% | Q1 2026 | May 14, 2026 |
| TruWealth Advisors, LLC | History | Added to | 103,274 | 4,862 | 0.23% | 0.23% | 185 | +2,755 | 2.74% | Q1 2026 | Apr 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 100,506 | 4,731 | 0.35% | 0.33% | 186 | +3,541 | 3.65% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 100,322 | 4,723 | 0.75% | 0.79% | 187 | +9,847 | 10.88% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 98,102 | 4,599 | 0.04% | 0.05% | 188 | -654 | -0.66% | Q1 2026 | Apr 07, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 97,183 | 4,575 | 3.12% | 2.42% | 189 | +24,839 | 34.33% | Q1 2026 | Apr 23, 2026 |
| James J. Burns & Company, LLC | History | Added to | 96,820 | 4,558 | 0.62% | 0.59% | 190 | +6,181 | 6.82% | Q1 2026 | Apr 17, 2026 |
| United Advisor Group, LLC | History | Added to | 96,129 | 4,525 | 0.56% | 0.55% | 191 | +2,812 | 3.01% | Q1 2026 | Apr 17, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 94,153 | 4,414 | 2.58% | 5.0% | 192 | -62,494 | -39.89% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 93,271 | 4,391 | 1.43% | 1.42% | 193 | +4,050 | 4.54% | Q1 2026 | Apr 24, 2026 |
| Capital Planning LLC | History | Reduced | 92,923 | 4,374 | 1.42% | 1.24% | 194 | -310 | -0.33% | Q1 2026 | Apr 29, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 92,435 | 4,350 | 0.88% | 0.36% | 195 | +47,487 | 105.65% | Q1 2026 | Apr 22, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 91,453 | 4,290 | 0.47% | 0.66% | 196 | -1,577 | -1.7% | Q1 2026 | Apr 10, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 90,220 | 4,247 | 3.4% | 2.82% | 197 | +24,198 | 36.65% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 88,730 | 4,177 | 0.1% | 0.09% | 198 | +8,938 | 11.2% | Q1 2026 | May 15, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 88,713 | 4,176 | 0.94% | 0.89% | 199 | +5,745 | 6.92% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | New | 88,093 | 4,157 | 0.03% | — | 200 | +88,093 | New | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Reduced | 87,135 | 4,102 | 1.9% | 1.99% | 201 | -3,935 | -4.32% | Q1 2026 | May 05, 2026 |
| Patten Group, Inc. | History | Added to | 87,025 | 4,097 | 0.71% | 0.71% | 202 | +5,848 | 7.2% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 86,658 | 4,079 | 0.06% | 0.07% | 203 | +17,300 | 24.94% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 86,605 | 4,077 | 1.19% | 0.99% | 204 | +16,280 | 23.15% | Q1 2026 | Apr 30, 2026 |
| Indivisible Partners | History | Reduced | 86,442 | 4,069 | 0.36% | 0.45% | 205 | -1,920 | -2.17% | Q1 2026 | Apr 30, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 84,345 | 3,970 | 0.72% | 0.84% | 206 | -91,903 | -52.14% | Q1 2026 | Apr 21, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 81,134 | 3,819 | 1.33% | 1.22% | 207 | +14,818 | 22.34% | Q1 2026 | Apr 21, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 80,644 | 3,796 | 0.17% | 0.18% | 208 | -171 | -0.21% | Q1 2026 | Jun 08, 2026 |
| Independent Advisor Alliance | History | Added to | 80,394 | 3,784 | 0.04% | 0.09% | 209 | +4,429 | 5.83% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 79,180 | 3,727 | 0.05% | 0.05% | 210 | +13,736 | 20.99% | Q1 2026 | May 15, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 77,617 | 3,654 | 3.67% | 3.76% | 211 | -948 | -1.21% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 77,111 | 3,630 | 0.01% | 0.01% | 212 | +3,225 | 4.36% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 75,780 | 3,567 | 0.06% | 0.06% | 213 | -1,258 | -1.63% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 75,684 | 3,563 | 0.1% | 0.08% | 214 | +6,078 | 8.73% | Q1 2026 | Apr 13, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 74,805 | 3,521 | 2.76% | 2.47% | 215 | +12,953 | 20.94% | Q1 2026 | Apr 09, 2026 |
| Saxony Capital Management, LLC | History | Added to | 70,488 | 3,318 | 1.93% | 1.95% | 216 | +3,186 | 4.73% | Q1 2026 | Apr 24, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 69,024 | 3,249 | 1.03% | 1.03% | 217 | +2,060 | 3.08% | Q1 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 68,757 | 3,237 | 0.11% | 0.09% | 218 | +10,414 | 17.85% | Q1 2026 | May 15, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 67,560 | 3,180 | 0.8% | 0.83% | 219 | -1,467 | -2.13% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 67,243 | 3,165 | 0.02% | 0.01% | 220 | +46,479 | 223.84% | Q1 2026 | May 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 66,655 | 3,138 | 1.12% | — | 221 | +66,655 | New | Q1 2026 | May 13, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 63,506 | 2,989 | 1.71% | 1.69% | 222 | +1,552 | 2.51% | Q1 2026 | May 01, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 62,834 | 2,958 | 2.04% | 1.96% | 223 | -1,750 | -2.71% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 62,544 | 2,947 | 0.22% | 0.19% | 224 | +3,692 | 6.27% | Q1 2026 | May 20, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 61,989 | 2,935 | 1.75% | 1.75% | 225 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 61,219 | 2,882 | 0.01% | 0.01% | 226 | +2,638 | 4.5% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 59,914 | 2,820 | 0.37% | — | 227 | +59,914 | New | Q1 2026 | Apr 13, 2026 |
| United Community Bank | History | New | 59,338 | 2,793 | 0.93% | — | 228 | +59,338 | New | Q1 2026 | Apr 24, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 59,037 | 2,779 | 0.18% | 0.18% | 229 | -1,833 | -3.01% | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 58,194 | 2,739 | 4.32% | 6.07% | 230 | -13,438 | -18.76% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 57,626 | 2,713 | 0.36% | 0.36% | 231 | +2,098 | 3.78% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 57,443 | 2,704 | 0.17% | 0.19% | 232 | -3,182 | -5.25% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 56,972 | 2,682 | 0.01% | 0.01% | 233 | +11,916 | 26.45% | Q1 2026 | May 15, 2026 |
| BankPlus Trust Department | History | Added to | 56,856 | 2,676 | 0.71% | 0.7% | 234 | +407 | 0.72% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 56,194 | 2,646 | 0.0% | 0.0% | 235 | +27,529 | 96.04% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 56,135 | 2,642 | 0.06% | 0.05% | 236 | +12,016 | 27.24% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 55,443 | 2,610 | 0.0% | 0.0% | 237 | +7,286 | 15.13% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | New | 54,839 | 2,581 | 0.03% | — | 238 | +54,839 | New | Q1 2026 | May 01, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 53,651 | 2,525 | 0.93% | 0.86% | 239 | +1,896 | 3.66% | Q1 2026 | May 04, 2026 |
| Keystone Wealth Services, LLC | History | New | 53,160 | 2,502 | 0.53% | — | 240 | +53,160 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 51,962 | 2,446 | 0.05% | 0.05% | 241 | +7,323 | 16.4% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 51,768 | 2,437 | 0.01% | 0.01% | 242 | -4,782 | -8.46% | Q1 2026 | Jun 02, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 51,746 | 2,436 | 1.01% | 1.05% | 243 | -1,372 | -2.58% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 51,452 | 2,422 | 0.05% | 0.04% | 244 | +3,607 | 7.54% | Q1 2026 | Apr 14, 2026 |
| Legacy Edge Advisors, LLC | History | New | 50,698 | 2,386 | 0.25% | — | 245 | +50,698 | New | Q1 2026 | May 11, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 50,583 | 2,381 | 0.46% | 0.1% | 246 | +36,091 | 249.04% | Q1 2026 | Apr 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 50,724 | 2,376 | 0.99% | 1.16% | 247 | -1,600 | -3.06% | Q1 2026 | May 04, 2026 |
| Towne Trust Company, N.A | History | Added to | 50,103 | 2,358 | 0.76% | 0.62% | 248 | +8,315 | 19.9% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 49,364 | 2,324 | 0.02% | 0.03% | 249 | +367 | 0.75% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 49,009 | 2,307 | 0.51% | 0.63% | 250 | -8,854 | -15.3% | Q1 2026 | May 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 48,514 | 2,284 | 0.36% | 0.38% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 47,660 | 2,243 | 0.0% | 0.0% | 252 | +13,658 | 40.17% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 46,589 | 2,193 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Added to | 46,257 | 2,177 | 2.51% | 2.2% | 254 | +1,368 | 3.05% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 46,139 | 2,172 | 0.87% | 0.87% | 255 | +1,669 | 3.75% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 45,704 | 2,151 | 0.69% | 0.67% | 256 | +874 | 1.95% | Q1 2026 | Apr 23, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 45,681 | 2,150 | 0.37% | 0.23% | 257 | +17,429 | 61.69% | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 45,179 | 2,127 | 0.03% | 0.01% | 258 | +26,405 | 140.65% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 42,652 | 2,008 | 1.0% | 0.92% | 259 | +2,236 | 5.53% | Q1 2026 | May 07, 2026 |
| PDS Planning, Inc | History | Added to | 42,350 | 1,993 | 0.13% | 0.11% | 260 | +6,746 | 18.95% | Q1 2026 | Apr 21, 2026 |
| Arkadios Wealth Advisors | History | New | 42,191 | 1,986 | 0.03% | — | 261 | +42,191 | New | Q1 2026 | May 18, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 42,166 | 1,985 | 1.05% | 0.96% | 262 | +3,284 | 8.45% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 41,711 | 1,963 | 0.02% | 0.0% | 263 | +37,010 | 787.28% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 40,850 | 1,923 | 0.98% | 0.01% | 264 | +40,410 | 9184.09% | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Added to | 39,436 | 1,856 | 0.81% | 0.61% | 265 | +9,244 | 30.62% | Q1 2026 | May 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 38,772 | 1,831 | 0.11% | 0.11% | 266 | +2,899 | 8.08% | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 37,675 | 1,773 | 0.11% | 0.1% | 267 | +1,829 | 5.1% | Q1 2026 | May 12, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 37,212 | 1,751 | 1.05% | 0.72% | 268 | +12,937 | 53.29% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 37,143 | 1,748 | 0.0% | 0.0% | 269 | +6,258 | 20.26% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 37,067 | 1,745 | 0.36% | 0.38% | 270 | -2,081 | -5.32% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,670 | 1,736 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 36,710 | 1,723 | 0.03% | 0.02% | 272 | +28,066 | 324.69% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 36,253 | 1,706 | 0.02% | 0.02% | 273 | +10,308 | 39.73% | Q1 2026 | May 12, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 36,204 | 1,704 | 1.05% | 1.01% | 274 | +4,700 | 14.92% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 34,991 | 1,647 | 0.12% | 0.04% | 275 | +21,258 | 154.8% | Q1 2026 | Apr 20, 2026 |
| Peck Wealth Management, LLC | History | Added to | 34,674 | 1,632 | 1.64% | 1.52% | 276 | +650 | 1.91% | Q1 2026 | May 13, 2026 |
| RMR Wealth Builders | History | Added to | 34,557 | 1,626 | 0.13% | 0.12% | 277 | +1,608 | 4.88% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 34,050 | 1,603 | 0.06% | 0.05% | 278 | +4,738 | 16.16% | Q1 2026 | Apr 20, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 31,791 | 1,497 | 0.33% | 0.27% | 279 | +6,230 | 24.37% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 31,333 | 1,475 | 0.05% | 0.05% | 280 | -641 | -2.0% | Q1 2026 | Apr 28, 2026 |
| J. R. Prunier Capital Management LLC | History | Reduced | 31,215 | 1,469 | 0.62% | 1.0% | 282 | -19,367 | -38.29% | Q1 2026 | Jun 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 31,203 | 1,469 | 0.19% | 0.14% | 281 | +8,109 | 35.11% | Q1 2026 | Apr 09, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 30,950 | 1,457 | 0.94% | 0.99% | 283 | +1,449 | 4.91% | Q1 2026 | Apr 23, 2026 |
| Menard Financial Group LLC | History | Added to | 30,861 | 1,452 | 1.01% | 0.99% | 284 | +408 | 1.34% | Q1 2026 | May 14, 2026 |
| Shore Point Advisors, LLC | History | New | 30,704 | 1,445 | 0.57% | — | 285 | +30,704 | New | Q1 2026 | Apr 08, 2026 |
| Sequent Planning LLC | History | Added to | 30,612 | 1,441 | 0.35% | 0.28% | 286 | +7,729 | 33.78% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 30,520 | 1,436 | 0.04% | 0.05% | 287 | -903 | -2.87% | Q1 2026 | May 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 29,974 | 1,411 | 0.07% | 0.05% | 288 | +10,672 | 55.29% | Q1 2026 | Apr 17, 2026 |
| JM2 Capital Inc. | History | Added to | 29,708 | 1,398 | 1.16% | 1.02% | 289 | +2,934 | 10.96% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 29,516 | 1,389 | 0.35% | 0.31% | 290 | +5,421 | 22.5% | Q1 2026 | Apr 29, 2026 |
| Rothschild Capital Partners, LLC | History | New | 29,194 | 1,374 | 0.34% | — | 291 | +29,194 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 28,901 | 1,360 | 0.1% | — | 292 | +28,901 | New | Q1 2026 | Apr 28, 2026 |
| Centurion Wealth Management LLC | History | Added to | 28,824 | 1,357 | 0.31% | 0.28% | 293 | +1,718 | 6.34% | Q1 2026 | Apr 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 28,131 | 1,324 | 0.04% | 0.01% | 294 | +22,249 | 378.26% | Q1 2026 | May 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 28,060 | 1,321 | 0.28% | — | 295 | +28,060 | New | Q1 2026 | Apr 13, 2026 |
| Nolet Wealth Management, LLC | History | Added to | 27,943 | 1,315 | 0.75% | 0.63% | 296 | +4,201 | 17.69% | Q1 2026 | May 05, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 27,896 | 1,313 | 0.6% | 0.64% | 297 | -1,575 | -5.34% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 27,606 | 1,307 | 0.23% | 0.23% | 298 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 27,695 | 1,303 | 0.24% | 0.24% | 299 | +675 | 2.5% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 27,538 | 1,296 | 0.01% | 0.05% | 300 | -183,346 | -86.94% | Q1 2026 | May 08, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 26,930 | 1,267 | 0.14% | 0.15% | 301 | -2,185 | -7.5% | Q1 2026 | Apr 24, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 26,535 | 1,249 | 0.29% | 0.28% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 25,885 | 1,218 | 0.84% | 0.76% | 303 | +1,553 | 6.38% | Q1 2026 | Apr 07, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 25,865 | 1,217 | 0.34% | 0.33% | 304 | -226 | -0.87% | Q1 2026 | May 12, 2026 |
| Elevation Wealth Management LLC | History | Added to | 25,607 | 1,205 | 1.11% | 1.14% | 305 | +662 | 2.65% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,545 | 1,202 | 0.01% | 0.0% | 306 | +17,648 | 223.48% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 24,145 | 1,146 | 0.36% | 0.2% | 307 | +11,359 | 88.84% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 23,900 | 1,120 | 0.18% | 0.1% | 308 | +12,259 | 105.31% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Added to | 23,236 | 1,093 | 0.01% | 0.01% | 309 | +80 | 0.35% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 22,478 | 1,058 | 0.31% | 0.31% | 310 | +699 | 3.21% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 22,144 | 1,042 | 0.04% | 0.03% | 311 | +3,368 | 17.94% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,844 | 1,028 | 0.02% | 0.01% | 312 | +6,621 | 43.49% | Q1 2026 | Apr 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 20,961 | 986 | 0.47% | 0.5% | 313 | -375 | -1.76% | Q1 2026 | Apr 07, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 20,616 | 970 | 0.62% | 0.61% | 314 | +1,200 | 6.18% | Q1 2026 | May 12, 2026 |
| Balboa Wealth Partners | History | New | 20,080 | 945 | 0.16% | — | 315 | +20,080 | New | Q1 2026 | Apr 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 19,900 | 936 | 0.1% | 0.09% | 316 | +815 | 4.27% | Q1 2026 | Apr 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 19,477 | 916 | 0.86% | 0.66% | 317 | +4,758 | 32.33% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 19,381 | 912 | 0.23% | 0.27% | 318 | -235 | -1.2% | Q1 2026 | May 08, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 19,043 | 893 | 0.3% | 0.3% | 319 | +64 | 0.34% | Q1 2026 | Apr 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 19,000 | 889 | 0.47% | — | 320 | +19,000 | New | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 18,677 | 879 | 0.02% | 0.02% | 321 | +3,841 | 25.89% | Q1 2026 | May 04, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 18,398 | 864 | 0.73% | 0.74% | 322 | +578 | 3.24% | Q1 2026 | May 15, 2026 |
| Brio Consultants, LLC | History | Added to | 18,012 | 842 | 0.1% | 0.08% | 323 | +5,162 | 40.17% | Q1 2026 | May 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 17,618 | 829 | 0.11% | 0.09% | 324 | +1,454 | 9.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 17,312 | 815 | 0.02% | 0.02% | 325 | +2,494 | 16.83% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 17,285 | 813 | 0.0% | 0.0% | 326 | -1,585 | -8.4% | Q1 2026 | Apr 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 17,188 | 809 | 0.43% | 0.38% | 327 | +2,471 | 16.79% | Q1 2026 | Apr 24, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,151 | 808 | 0.03% | 0.03% | 328 | -1,264 | -6.86% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 16,805 | 791 | 0.01% | 0.01% | 329 | -196 | -1.15% | Q1 2026 | May 01, 2026 |
| FWG Holdings, LLC | History | Reduced | 16,801 | 788 | 0.3% | 0.48% | 330 | -6,726 | -28.59% | Q1 2026 | Apr 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 15,982 | 752 | 0.1% | 0.09% | 331 | +1,349 | 9.22% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 15,761 | 742 | 0.0% | 0.0% | 332 | -4,342 | -21.6% | Q1 2026 | May 14, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 15,766 | 742 | 0.76% | 0.71% | 333 | +1,172 | 8.03% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 15,361 | 723 | 0.0% | 0.0% | 334 | +8,838 | 135.49% | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 14,750 | 694 | 0.41% | 0.12% | 335 | +10,170 | 222.05% | Q1 2026 | Apr 07, 2026 |
| Elevated Financial Group LLC | History | New | 14,668 | 690 | 0.22% | — | 336 | +14,668 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,627 | 688 | 0.0% | 0.0% | 337 | +14,399 | 6315.35% | Q1 2026 | May 01, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 14,445 | 680 | 0.08% | 0.08% | 338 | -52 | -0.36% | Q1 2026 | May 05, 2026 |
| Cedarwood Wealth LLC | History | Added to | 14,391 | 677 | 0.68% | 0.6% | 339 | +3,091 | 27.35% | Q1 2026 | May 05, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 13,988 | 658 | 0.64% | 0.63% | 340 | +500 | 3.71% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,874 | 653 | 0.01% | 0.01% | 341 | -333 | -2.34% | Q1 2026 | May 08, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 13,623 | 641 | 0.14% | 0.15% | 342 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Balance Wealth, LLC | History | Reduced | 13,537 | 637 | 0.2% | 0.5% | 343 | -19,616 | -59.17% | Q1 2026 | Apr 20, 2026 |
| Trask Adam Roland | History | New | 13,100 | 616 | 0.58% | — | 344 | +13,100 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,853 | 605 | 0.01% | 0.01% | 345 | -13,891 | -51.94% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,841 | 604 | 0.01% | 0.01% | 346 | +205 | 1.62% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 12,490 | 588 | 0.06% | 0.03% | 347 | +4,664 | 59.6% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,471 | 587 | 0.02% | 0.01% | 348 | +3,980 | 46.87% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,290 | 578 | 0.03% | 0.03% | 349 | +548 | 4.67% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 12,223 | 575 | 0.61% | 0.72% | 350 | -3,056 | -20.0% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 12,104 | 573 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BCI SECURITIES, INC. | History | Added to | 12,094 | 569 | 5.61% | 2.85% | 352 | +5,123 | 73.49% | Q1 2026 | May 08, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 11,943 | 562 | 0.4% | 0.38% | 353 | +109 | 0.92% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,867 | 558 | 0.0% | 0.0% | 354 | -873 | -6.85% | Q1 2026 | May 14, 2026 |
| Detalus Advisors, LLC | History | New | 11,690 | 550 | 0.13% | — | 355 | +11,690 | New | Q1 2026 | Apr 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,430 | 538 | 0.04% | 0.03% | 356 | +3,833 | 50.45% | Q1 2026 | Apr 08, 2026 |
| First American Bank | History | New | 11,148 | 524 | 0.03% | — | 357 | +11,148 | New | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,992 | 517 | 0.0% | 0.0% | 358 | +79 | 0.72% | Q1 2026 | Apr 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,703 | 503 | 0.04% | 0.04% | 359 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 10,579 | 498 | 0.1% | 0.1% | 360 | +799 | 8.17% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,478 | 493 | 0.02% | 0.01% | 361 | +1,834 | 21.22% | Q1 2026 | Apr 23, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 10,332 | 486 | 0.38% | 0.31% | 362 | +2,074 | 25.12% | Q1 2026 | Apr 20, 2026 |
| Maia Wealth LLC | History | Reduced | 10,142 | 477 | 0.08% | 0.15% | 363 | -7,954 | -43.95% | Q1 2026 | May 08, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 9,919 | 466 | 0.12% | 0.1% | 364 | +2,522 | 34.09% | Q1 2026 | May 11, 2026 |
| BAM Wealth Management, LLC | History | Added to | 9,780 | 460 | 0.34% | 0.32% | 365 | +413 | 4.41% | Q1 2026 | Apr 17, 2026 |
| RDA Financial Network | History | Added to | 9,392 | 442 | 0.11% | 0.09% | 367 | +1,574 | 20.13% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 9,402 | 442 | 0.0% | 0.0% | 366 | +752 | 8.69% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 9,397 | 442 | 0.02% | 0.02% | 368 | +44 | 0.47% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 9,200 | 433 | 0.02% | — | 369 | +9,200 | New | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 9,131 | 429 | 0.16% | 0.15% | 370 | +538 | 6.26% | Q1 2026 | Apr 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,918 | 419 | 0.02% | 0.02% | 371 | +1,199 | 15.53% | Q1 2026 | May 14, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 8,808 | 414 | 0.35% | 0.34% | 372 | +102 | 1.17% | Q1 2026 | Apr 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 8,715 | 412 | 0.17% | 0.17% | 373 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 8,458 | 398 | 0.22% | 0.23% | 374 | -234 | -2.69% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 8,451 | 397 | 0.01% | 0.01% | 375 | +1,958 | 30.16% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,402 | 395 | 0.0% | 0.0% | 376 | -15,443 | -64.76% | Q1 2026 | May 15, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 8,163 | 384 | 0.08% | 0.13% | 377 | -4,404 | -35.04% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 8,087 | 380 | 0.04% | 0.05% | 378 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,940 | 373 | 0.09% | 0.09% | 379 | +779 | 10.88% | Q1 2026 | Apr 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 7,739 | 364 | 0.26% | 0.26% | 380 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 7,576 | 356 | 0.14% | 0.13% | 381 | +331 | 4.57% | Q1 2026 | Apr 17, 2026 |
| UNIQUE WEALTH, LLC | History | New | 7,413 | 349 | 0.05% | — | 382 | +7,413 | New | Q1 2026 | Apr 21, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 7,085 | 333 | 0.04% | — | 383 | +7,085 | New | Q1 2026 | Apr 23, 2026 |
| Wills Financial Group LLC | History | Added to | 7,094 | 331 | 0.12% | 0.13% | 384 | +71 | 1.01% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 7,009 | 329 | 0.05% | 0.05% | 385 | -22,969 | -76.62% | Q1 2026 | May 01, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,994 | 329 | 0.08% | 0.06% | 386 | +2,089 | 42.59% | Q1 2026 | May 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 6,910 | 325 | 0.07% | 0.07% | 387 | +716 | 11.56% | Q1 2026 | Apr 15, 2026 |
| Bravera Wealth | History | Added to | 6,729 | 316 | 0.14% | 0.13% | 388 | +1,439 | 27.2% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,662 | 313 | 0.01% | 0.03% | 389 | -10,447 | -61.06% | Q1 2026 | May 11, 2026 |
| Semus Wealth Partners LLC | History | Added to | 6,535 | 307 | 0.17% | 0.15% | 390 | +642 | 10.89% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,472 | 304 | 0.07% | 0.17% | 391 | -6,973 | -51.86% | Q1 2026 | Apr 14, 2026 |
| Retireful, LLC | History | New | 6,433 | 302 | 0.43% | — | 392 | +6,433 | New | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | No change | 6,352 | 299 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | No change | 6,260 | 296 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Impact Capital Partners LLC | History | New | 6,274 | 295 | 0.09% | — | 396 | +6,274 | New | Q1 2026 | Apr 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 6,280 | 295 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,233 | 293 | 0.0% | 0.0% | 397 | -78 | -1.24% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | Added to | 6,178 | 290 | 0.01% | 0.01% | 398 | +68 | 1.11% | Q1 2026 | Aug 10, 2026 |
| Martin Investment Management, LLC | History | Added to | 6,114 | 287 | 0.09% | 0.06% | 399 | +1,410 | 29.97% | Q1 2026 | May 13, 2026 |
| Fortune Financial Advisors, LLC | History | New | 5,741 | 270 | 0.14% | — | 400 | +5,741 | New | Q1 2026 | Apr 30, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 5,717 | 269 | 0.14% | — | 401 | +5,717 | New | Q1 2026 | May 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 5,602 | 263 | 0.03% | 0.05% | 403 | -4,179 | -42.73% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,587 | 263 | 0.0% | 0.0% | 402 | +725 | 14.91% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 5,592 | 263 | 0.09% | 0.1% | 404 | +67 | 1.21% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 5,511 | 259 | 0.01% | 0.01% | 405 | -336 | -5.75% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,451 | 256 | 0.01% | 0.0% | 406 | +4,121 | 309.85% | Q1 2026 | Apr 29, 2026 |
| Strategic Financial Concepts, LLC | History | New | 5,411 | 254 | 0.06% | — | 407 | +5,411 | New | Q1 2026 | May 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 5,390 | 253 | 0.17% | — | 408 | +5,390 | New | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,211 | 245 | 0.0% | 0.01% | 409 | -350 | -6.29% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,172 | 243 | 0.0% | — | 410 | +5,172 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,151 | 242 | 0.0% | 0.0% | 411 | +754 | 17.15% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 5,090 | 239 | 0.0% | — | 412 | +5,090 | New | Q1 2026 | May 15, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 5,025 | 236 | 0.16% | 0.16% | 413 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mathes Company, Inc. | History | No change | 5,000 | 235 | 0.09% | 0.08% | 414 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,973 | 234 | 0.13% | 0.13% | 415 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 4,817 | 226 | 0.09% | 2.43% | 416 | -116,833 | -96.04% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,668 | 219 | 0.0% | — | 417 | +4,668 | New | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | New | 4,599 | 216 | 0.06% | — | 418 | +4,599 | New | Q1 2026 | Apr 08, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 4,500 | 211 | 0.11% | 0.11% | 419 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Financial Advisory LLC | History | New | 4,440 | 209 | 0.05% | — | 420 | +4,440 | New | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,372 | 205 | 0.01% | — | 421 | +4,372 | New | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | New | 4,263 | 200 | 0.01% | — | 422 | +4,263 | New | Q1 2026 | Apr 07, 2026 |
| Forum Finance Group S.A. | History | New | 5,260 | 197 | 0.11% | — | 423 | +5,260 | New | Q1 2026 | May 07, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,652 | 171 | 0.17% | 0.14% | 424 | +789 | 27.56% | Q1 2026 | Apr 22, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 3,560 | 167 | 0.04% | 0.01% | 425 | +2,797 | 366.58% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,400 | 160 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LGT Financial Advisors LLC | History | Added to | 3,397 | 159 | 0.81% | 0.89% | 427 | +334 | 10.9% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | New | 3,110 | 146 | 0.01% | — | 428 | +3,110 | New | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 2,767 | 129 | 0.0% | 0.0% | 429 | +117 | 4.42% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 2,689 | 126 | 0.0% | 0.0% | 430 | -2,379 | -46.94% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,512 | 118 | 0.01% | 0.01% | 431 | -109 | -4.16% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 2,370 | 112 | 0.0% | 0.0% | 432 | +29 | 1.24% | Q1 2026 | Apr 06, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 2,347 | 110 | 0.1% | 0.1% | 433 | +950 | 68.0% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | New | 2,326 | 109 | 0.0% | — | 434 | +2,326 | New | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,189 | 103 | 0.0% | — | 436 | +2,189 | New | Q1 2026 | May 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,205 | 103 | 0.04% | 0.04% | 435 | +13 | 0.59% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,173 | 102 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | New | 2,164 | 101 | 0.0% | — | 438 | +2,164 | New | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,133 | 100 | 0.0% | 0.0% | 439 | +25 | 1.19% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,968 | 92 | 0.0% | 0.0% | 440 | +1,912 | 3414.29% | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | New | 1,926 | 90 | 0.05% | — | 442 | +1,926 | New | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,921 | 90 | 0.0% | — | 441 | +1,921 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,812 | 85 | 0.0% | 0.0% | 443 | -503 | -21.73% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,675 | 78 | 0.08% | 0.08% | 444 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,520 | 71 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,479 | 69 | 0.05% | 0.05% | 446 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ancora Advisors LLC | History | No change | 1,410 | 66 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,218 | 57 | 0.0% | 0.0% | 448 | +255 | 26.48% | Q1 2026 | Apr 07, 2026 |
| GGM Financial LLC | History | No change | 1,223 | 57 | 0.03% | 0.03% | 449 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,151 | 54 | 0.0% | 0.0% | 450 | +57 | 5.21% | Q1 2026 | Jun 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,046 | 49 | 0.0% | 0.0% | 451 | +12 | 1.16% | Q1 2026 | Apr 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,034 | 48 | 0.0% | — | 452 | +1,034 | New | Q1 2026 | May 05, 2026 |
| Burk Holdings LLC | History | New | 991 | 46 | 0.02% | — | 453 | +991 | New | Q1 2026 | May 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 920 | 43 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PROTECTIVE LIFE CORP | History | New | 794 | 37 | 0.12% | — | 455 | +794 | New | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | New | 778 | 36 | 0.02% | — | 456 | +778 | New | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 637 | 30 | 0.0% | 0.0% | 457 | -8 | -1.24% | Q1 2026 | May 08, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 627 | 29 | 0.01% | 0.01% | 459 | +7 | 1.13% | Q1 2026 | Apr 07, 2026 |
| NBT BANK N A /NY | History | No change | 630 | 29 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | New | 562 | 26 | 0.0% | — | 460 | +562 | New | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 537 | 25 | 0.0% | 0.0% | 461 | +5 | 0.94% | Q1 2026 | May 12, 2026 |
| RHL GROUP, LLC | History | Added to | 482 | 22 | 0.02% | 0.01% | 462 | +294 | 156.38% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | New | 362 | 17 | 0.01% | — | 464 | +362 | New | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 375 | 17 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 352 | 16 | 0.0% | — | 466 | +352 | New | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 355 | 16 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Imprint Wealth LLC | History | No change | 317 | 14 | 0.06% | 0.07% | 467 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 293 | 13 | 0.0% | 0.0% | 468 | +3 | 1.03% | Q1 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 244 | 11 | 0.0% | — | 469 | +244 | New | Q1 2026 | Apr 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | New | 213 | 10 | 0.01% | — | 470 | +213 | New | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 170 | 8 | 0.01% | — | 471 | +170 | New | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | No change | 162 | 7 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 129 | 6 | 0.0% | — | 474 | +129 | New | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 121 | 5 | 0.0% | — | 476 | +121 | New | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BLUELINE ADVISORS LLC | History | New | 101 | 4 | 0.0% | — | 480 | +101 | New | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 100 | 4 | 0.0% | — | 478 | +100 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 97 | 4 | 0.0% | — | 479 | +97 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 61 | 2 | 0.0% | — | 482 | +61 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 56 | 2 | 0.0% | — | 481 | +56 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 483 | -703 | -96.7% | Q1 2026 | Apr 24, 2026 |
| VANGUARD ADVISERS INC | History | New | 33 | 1 | 0.0% | — | 484 | +33 | New | Q1 2026 | May 08, 2026 |
| Choice Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 6.34% | — | -338,606 | -100.0% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -199,752 | -100.0% | Q1 2026 | May 01, 2026 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -169,772 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -78,793 | -100.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -37,404 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -30,465 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -24,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -24,558 | -100.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,314 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,077 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,709 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Comprehensive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,512 | -100.0% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -5,262 | -100.0% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -4,582 | -100.0% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,498 | -100.0% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,275 | -100.0% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -733 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -425 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -338 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 07, 2026 |
| Hanson & Doremus Investment Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| Crewe Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |