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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | No change | 28,416,622 | 1,333,876 | 2.26% | 2.26% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 15,629,633 | 730,906 | 4.1% | 4.1% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 12,525,713 | 587,957 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,833,732 | 414,655 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 7,983,314 | 374,736 | 3.52% | 3.52% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,576,615 | 356,934 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 5,415,913 | 254,222 | 3.02% | 3.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 5,400,464 | 253,497 | 0.27% | 0.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,291,099 | 248,364 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 5,018,565 | 235,571 | 1.75% | 1.75% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,729,235 | 221,990 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,300,875 | 201,883 | 2.4% | 2.4% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Management, LLC | History | No change | 4,057,660 | 190,466 | 9.97% | 9.97% | 13 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,766,491 | 176,799 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 3,497,566 | 164,175 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 3,398,048 | 159,504 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 3,334,790 | 156,535 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,126,531 | 138,112 | 2.91% | 2.91% | 18 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 2,903,040 | 136,268 | 8.51% | 8.51% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,877,606 | 135,074 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 2,800,552 | 131,457 | 9.23% | 9.23% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,614,575 | 122,735 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,453,732 | 115,178 | 1.08% | 1.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,367,229 | 111,117 | 3.18% | 3.18% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,340,725 | 109,873 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Pacific Financial | History | No change | 2,072,548 | 97,285 | 11.59% | 11.59% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McAdam, LLC | History | No change | 1,973,980 | 92,658 | 3.58% | 3.58% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CGN Advisors LLC | History | No change | 1,936,795 | 90,913 | 6.64% | 6.64% | 28 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Savant Capital, LLC | History | No change | 1,925,537 | 90,384 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 1,817,615 | 85,318 | 13.98% | 13.98% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Washington CORP | History | No change | 1,737,492 | 81,557 | 19.87% | 19.87% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,725,261 | 80,983 | 2.02% | 2.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 1,716,003 | 80,549 | 2.76% | 2.76% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Analysts, LLC | History | No change | 1,661,909 | 78,010 | 1.8% | 1.8% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,637,457 | 76,862 | 16.33% | 16.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,620,206 | 76,052 | 10.08% | 10.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,568,916 | 73,644 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Capital Group, LLC | History | No change | 1,534,156 | 72,013 | 5.86% | 5.86% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,483,464 | 69,633 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,470,403 | 69,020 | 1.68% | 1.68% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,377,499 | 64,659 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 1,384,507 | 64,130 | 3.35% | 3.35% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,344,031 | 63,088 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 1,333,579 | 62,118 | 8.15% | 8.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,328,664 | 61,809 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wiser Wealth Management, Inc | History | No change | 1,314,982 | 61,725 | 11.81% | 11.81% | 46 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,307,709 | 61,383 | 1.18% | 1.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 1,261,080 | 59,195 | 3.82% | 3.82% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,200,263 | 56,526 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,177,891 | 55,290 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 1,140,151 | 53,622 | 5.42% | 5.42% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Harbor Group, Inc. | History | No change | 1,094,360 | 51,369 | 6.03% | 6.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 1,079,613 | 50,677 | 9.82% | 9.82% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 977,779 | 45,896 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berger Financial Group, Inc | History | No change | 934,157 | 43,849 | 2.24% | 2.24% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 885,704 | 41,574 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | No change | 876,310 | 41,133 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joseph Group Capital Management | History | No change | 862,060 | 40,465 | 8.5% | 8.5% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 861,280 | 40,428 | 7.65% | 7.65% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 858,571 | 40,301 | 1.33% | 1.33% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Wealth Management LLC | History | No change | 852,446 | 40,013 | 6.8% | 6.8% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 864,714 | 39,932 | 5.63% | 5.63% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 838,089 | 39,339 | 2.4% | 2.4% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 805,719 | 37,820 | 1.05% | 1.05% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hartford Financial Management Inc. | History | No change | 768,534 | 36,075 | 8.05% | 8.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 742,996 | 34,876 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 735,937 | 34,544 | 2.79% | 2.79% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forum Private Client Group LLC | History | No change | 714,849 | 33,555 | 9.99% | 9.99% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 714,345 | 33,531 | 1.82% | 1.82% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 710,974 | 33,373 | 5.48% | 5.48% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 686,820 | 32,239 | 7.16% | 7.16% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apella Capital, LLC | History | No change | 692,502 | 32,239 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 675,324 | 31,699 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 670,530 | 31,474 | 1.97% | 1.97% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 658,867 | 30,927 | 3.55% | 3.55% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 46 Peaks LLC | History | No change | 643,426 | 30,202 | 18.99% | 18.99% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 622,400 | 29,215 | 1.41% | 1.41% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tarbox Family Office, Inc. | History | No change | 622,035 | 29,198 | 4.18% | 4.18% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 620,739 | 29,137 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 620,441 | 29,123 | 1.52% | 1.52% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 618,038 | 29,010 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 617,587 | 28,989 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 617,587 | 28,989 | 1.63% | 1.63% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 613,574 | 28,801 | 11.16% | 11.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mascoma Wealth Management LLC | History | No change | 600,244 | 28,175 | 5.22% | 5.22% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 589,566 | 27,674 | 1.42% | 1.42% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 581,531 | 27,297 | 1.36% | 1.36% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 572,286 | 26,651 | 0.29% | 0.29% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 552,176 | 25,919 | 0.48% | 0.48% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 543,683 | 25,520 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 540,035 | 25,349 | 1.42% | 1.42% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Magnus Financial Group LLC | History | No change | 531,372 | 24,942 | 1.76% | 1.76% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 531,055 | 24,927 | 0.75% | 0.75% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 498,974 | 23,421 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | No change | 485,392 | 22,784 | 1.86% | 1.86% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 484,437 | 22,739 | 2.8% | 2.8% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 480,768 | 22,567 | 5.56% | 5.56% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 471,767 | 22,144 | 0.25% | 0.25% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steele Capital Management, Inc. | History | No change | 471,492 | 22,131 | 0.81% | 0.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 471,415 | 22,128 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 468,994 | 22,014 | 2.6% | 2.6% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Money Management, LLC | History | No change | 465,390 | 21,845 | 3.12% | 3.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Water Asset Management | History | No change | 465,341 | 21,843 | 7.05% | 7.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 459,648 | 21,575 | 3.92% | 3.92% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 459,380 | 21,562 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 443,398 | 20,813 | 15.34% | 15.34% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 443,210 | 20,631 | 4.12% | 4.12% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | No change | 434,672 | 20,403 | 0.38% | 0.38% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selby Wealth Management, LLC | History | No change | 419,253 | 19,679 | 6.98% | 6.98% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Royal Harbor Partners, LLC | History | No change | 417,593 | 19,601 | 6.07% | 6.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 412,214 | 19,349 | 0.35% | 0.35% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 407,138 | 19,111 | 0.19% | 0.19% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 403,571 | 18,943 | 8.83% | 8.83% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Invst, LLC | History | No change | 402,050 | 18,872 | 1.84% | 1.84% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BankPlus Wealth Management LLC | History | No change | 371,116 | 17,420 | 7.84% | 7.84% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SouthState Bank Corp | History | No change | 368,538 | 17,299 | 0.72% | 0.72% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | No change | 352,065 | 16,525 | 1.68% | 1.68% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 322,008 | 15,115 | 6.5% | 6.5% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMA Wealth Management, LLC | History | No change | 308,677 | 14,489 | 9.28% | 9.28% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 305,891 | 14,359 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 304,307 | 14,284 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 303,529 | 14,247 | 0.68% | 0.68% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 302,811 | 14,213 | 0.66% | 0.66% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stadion Money Management, LLC | History | No change | 300,845 | 14,067 | 1.21% | 1.21% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAWOOD & CO | History | No change | 292,677 | 13,738 | 9.3% | 9.3% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MBL Wealth, LLC | History | No change | 290,410 | 13,631 | 0.93% | 0.93% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 286,913 | 13,467 | 0.67% | 0.67% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Blume Capital Management, Inc. | History | No change | 286,555 | 13,450 | 1.97% | 1.97% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Econ Financial Services Corp | History | No change | 286,248 | 13,436 | 6.28% | 6.28% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 286,118 | 13,430 | 0.53% | 0.53% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 298,268 | 13,356 | 3.88% | 3.98% | 131 | +6,639 | 2.28% | Q3 2026 | Oct 05, 2026 |
| Alpine Bank Wealth Management | History | No change | 277,752 | 13,037 | 1.67% | 1.67% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 266,337 | 12,501 | 1.19% | 1.19% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 265,724 | 12,473 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trademark Financial Management, LLC | History | No change | 263,023 | 12,346 | 5.06% | 5.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 262,601 | 12,326 | 2.17% | 2.17% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIERRA OCEAN, LLC | History | No change | 261,576 | 12,278 | 8.5% | 8.5% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenbush Financial Group, LLC | History | No change | 259,553 | 12,183 | 3.58% | 3.58% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 257,075 | 12,067 | 1.64% | 1.64% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 255,479 | 11,992 | 4.7% | 4.7% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 250,776 | 11,771 | 0.18% | 0.18% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 253,334 | 11,769 | 7.68% | 7.68% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Landmark Wealth Management, LLC | History | No change | 246,133 | 11,553 | 2.76% | 2.76% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 243,056 | 11,409 | 2.9% | 2.9% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 240,208 | 11,275 | 6.17% | 6.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | No change | 236,043 | 10,876 | 0.64% | 0.64% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Embree Financial Group | History | No change | 229,714 | 10,782 | 1.08% | 1.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 226,368 | 10,625 | 0.53% | 0.53% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 225,819 | 10,601 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WBH ADVISORY INC | History | No change | 216,414 | 10,158 | 0.68% | 0.68% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 215,088 | 10,096 | 5.81% | 5.81% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 214,133 | 10,051 | 1.92% | 1.92% | 152 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 210,019 | 9,858 | 3.97% | 3.97% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Milestone Investment Advisors LLC | History | No change | 206,848 | 9,709 | 2.1% | 2.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 203,913 | 9,571 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 199,581 | 9,368 | 2.67% | 2.67% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 195,359 | 9,170 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 192,851 | 9,052 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merited Wealth, LLC | History | No change | 192,594 | 9,040 | 6.39% | 6.39% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 191,967 | 9,011 | 3.36% | 3.36% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Shore Point Advisors, LLC | History | No change | 182,935 | 8,586 | 2.94% | 2.94% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 180,457 | 8,470 | 6.37% | 6.37% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Base Wealth Management LLC | History | No change | 179,326 | 8,417 | 3.92% | 3.92% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ignite Planners, LLC | History | No change | 174,056 | 8,190 | 1.12% | 1.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 170,213 | 7,989 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trivium Point Advisory, LLC | History | No change | 170,038 | 7,981 | 0.72% | 0.72% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MN Wealth Advisors, LLC | History | No change | 168,420 | 7,905 | 3.37% | 3.37% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 160,120 | 7,516 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 156,796 | 7,360 | 0.09% | 0.09% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TABLEAUX LLC | History | No change | 155,913 | 7,318 | 3.08% | 3.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 155,502 | 7,299 | 3.4% | 3.4% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 151,302 | 7,102 | 0.61% | 0.61% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 149,815 | 7,032 | 0.47% | 0.47% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 148,218 | 6,957 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 146,474 | 6,875 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 144,430 | 6,779 | 4.1% | 4.1% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESBANCO BANK INC | History | No change | 142,700 | 6,698 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 142,594 | 6,693 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 135,075 | 6,340 | 1.58% | 1.58% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 132,529 | 6,220 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COURIER CAPITAL LLC | History | No change | 131,655 | 6,179 | 0.31% | 0.31% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 126,799 | 5,951 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 125,465 | 5,889 | 2.1% | 2.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthPLAN Partners, LLC | History | No change | 124,686 | 5,852 | 1.12% | 1.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 122,908 | 5,769 | 0.65% | 0.65% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 121,429 | 5,699 | 3.72% | 3.72% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 121,303 | 5,693 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 110,914 | 5,206 | 1.27% | 1.27% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 110,756 | 5,198 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 108,298 | 5,083 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 106,092 | 4,979 | 9.3% | 9.3% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 104,736 | 4,916 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 102,979 | 4,833 | 2.03% | 2.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| James J. Burns & Company, LLC | History | No change | 102,838 | 4,827 | 0.52% | 0.52% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 102,491 | 4,810 | 0.69% | 0.69% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Advisor Group, LLC | History | No change | 100,807 | 4,731 | 0.5% | 0.5% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 100,366 | 4,711 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 100,156 | 4,629 | 1.4% | 1.4% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 96,062 | 4,509 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | Added to | 98,914 | 4,429 | 2.9% | 2.68% | 200 | +13,975 | 16.45% | Q3 2026 | Oct 06, 2026 |
| Patten Group, Inc. | History | No change | 94,013 | 4,412 | 0.69% | 0.69% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 93,913 | 4,408 | 0.43% | 0.43% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 90,477 | 4,247 | 0.85% | 0.85% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 87,671 | 4,115 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 86,448 | 4,057 | 0.1% | 0.1% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 83,121 | 3,901 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BCGM Wealth Management, LLC | History | No change | 82,867 | 3,889 | 0.82% | 0.82% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 82,405 | 3,868 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 82,197 | 3,858 | 1.78% | 1.78% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Planning LLC | History | No change | 81,553 | 3,828 | 1.11% | 1.11% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 80,917 | 3,798 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hopwood Nicholas Hunter | History | No change | 80,853 | 3,795 | 1.04% | 1.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 80,818 | 3,793 | 0.35% | 0.35% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 80,148 | 3,762 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 75,780 | 3,567 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 74,826 | 3,512 | 3.45% | 3.45% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 73,949 | 3,435 | 1.8% | 1.8% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 71,921 | 3,375 | 0.22% | 0.22% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 71,421 | 3,352 | 0.81% | 0.81% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Community Bank | History | No change | 70,569 | 3,312 | 1.02% | 1.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 70,509 | 3,310 | 0.14% | 0.14% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 69,053 | 3,241 | 0.16% | 0.16% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 67,341 | 3,161 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 67,129 | 3,151 | 0.18% | 0.18% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Saxony Capital Management, LLC | History | No change | 66,785 | 3,134 | 1.44% | 1.44% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | No change | 63,693 | 2,989 | 0.09% | 0.09% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 62,298 | 2,924 | 0.34% | 0.34% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LexAurum Advisors, LLC | History | No change | 62,248 | 2,921 | 0.34% | 0.34% | 228 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Towne Trust Company, N.A | History | No change | 62,084 | 2,914 | 0.88% | 0.88% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 61,524 | 2,887 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Greenline Wealth Management LLC | History | No change | 61,518 | 2,887 | 2.37% | 2.37% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 64,259 | 2,877 | 0.08% | 0.09% | 232 | -9,687 | -13.1% | Q3 2026 | Oct 05, 2026 |
| HighPoint Advisor Group LLC | History | No change | 60,588 | 2,844 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 58,900 | 2,764 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BankPlus Trust Department | History | No change | 58,109 | 2,727 | 0.64% | 0.64% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rothschild Capital Partners, LLC | History | No change | 57,439 | 2,696 | 0.58% | 0.58% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 57,377 | 2,693 | 0.49% | 0.49% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 56,687 | 2,660 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 55,852 | 2,621 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 55,401 | 2,600 | 0.76% | 0.76% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 55,273 | 2,594 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 54,315 | 2,549 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ellis Investment Partners, LLC | History | No change | 54,166 | 2,542 | 0.39% | 0.39% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 53,651 | 2,518 | 0.71% | 0.71% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 173,430 | 2,504 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 53,225 | 2,498 | 1.55% | 1.55% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 52,618 | 2,469 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 51,877 | 2,435 | 0.25% | 0.25% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 51,408 | 2,413 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 50,655 | 2,377 | 1.04% | 1.04% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 50,149 | 2,354 | 1.04% | 1.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 51,756 | 2,307 | 0.94% | 1.18% | 252 | -12,141 | -19.0% | Q3 2026 | Oct 06, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 48,686 | 2,285 | 0.43% | 0.43% | 253 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 48,514 | 2,277 | 0.32% | 0.32% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 48,080 | 2,256 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 46,897 | 2,201 | 0.79% | 0.79% | 256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PDS Planning, Inc | History | No change | 46,553 | 2,185 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 44,386 | 2,083 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 44,157 | 2,072 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 43,303 | 2,032 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 41,834 | 1,963 | 2.37% | 2.37% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 41,786 | 1,961 | 0.58% | 0.58% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 41,272 | 1,937 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, LLC | History | No change | 41,145 | 1,931 | 0.73% | 0.73% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 39,194 | 1,839 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lido Advisors, LLC | History | No change | 39,148 | 1,837 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 38,996 | 1,830 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Emerald Advisors, LLC | History | No change | 38,783 | 1,820 | 0.23% | 0.23% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 38,294 | 1,797 | 0.92% | 0.92% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiduciary Alliance LLC | History | No change | 37,603 | 1,765 | 0.12% | 0.12% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 37,292 | 1,750 | 0.35% | 0.35% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | No change | 37,284 | 1,750 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | No change | 35,830 | 1,681 | 1.02% | 1.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 36,928 | 1,653 | 0.3% | 0.34% | 274 | -1,913 | -4.93% | Q3 2026 | Oct 05, 2026 |
| Sowell Financial Services LLC | History | No change | 34,822 | 1,634 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 34,224 | 1,607 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 33,601 | 1,577 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,353 | 1,565 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 33,224 | 1,559 | 0.64% | 0.64% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 32,040 | 1,503 | 0.87% | 0.87% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aprio Wealth Management, LLC | History | No change | 31,950 | 1,499 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CRA Financial Services, LLC | History | No change | 31,440 | 1,475 | 0.17% | 0.17% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JM2 Capital Inc. | History | No change | 30,709 | 1,441 | 0.99% | 0.99% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 30,339 | 1,424 | 0.26% | 0.26% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequent Planning LLC | History | No change | 30,292 | 1,421 | 0.3% | 0.3% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 30,236 | 1,419 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 29,098 | 1,365 | 0.29% | 0.29% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nolet Wealth Management, LLC | History | No change | 28,444 | 1,335 | 0.74% | 0.74% | 288 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Retirement Planning Group, LLC | History | No change | 28,329 | 1,329 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 28,286 | 1,327 | 0.5% | 0.5% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,839 | 1,306 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 27,695 | 1,300 | 0.22% | 0.22% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 27,610 | 1,296 | 0.26% | 0.26% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 27,093 | 1,282 | 0.34% | 0.34% | 294 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversify Advisory Services, LLC | History | No change | 27,630 | 1,279 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 27,630 | 1,279 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Goldstone Financial Group, LLC | History | No change | 26,709 | 1,253 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Menard Financial Group LLC | History | No change | 26,560 | 1,246 | 0.68% | 0.68% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Helium Advisors LLC | History | No change | 26,445 | 1,241 | 1.03% | 1.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elevation Wealth Management LLC | History | No change | 26,371 | 1,237 | 0.92% | 0.92% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 27,138 | 1,215 | 0.24% | 0.09% | 301 | +18,460 | 212.72% | Q3 2026 | Oct 05, 2026 |
| GeoWealth Management, LLC | History | No change | 25,441 | 1,194 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 24,759 | 1,162 | 0.62% | 0.62% | 303 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Network Inc. | History | No change | 24,637 | 1,156 | 0.29% | 0.29% | 304 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,508 | 1,150 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 23,592 | 1,107 | 0.64% | 0.64% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | No change | 22,373 | 1,048 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LWM Advisory Services, LLC | History | No change | 21,989 | 1,032 | 1.84% | 1.84% | 308 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Balboa Wealth Partners | History | No change | 21,617 | 1,014 | 0.14% | 0.14% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 21,623 | 1,014 | 0.59% | 0.59% | 310 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Qube Research & Technologies Ltd | History | No change | 21,568 | 1,012 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 21,573 | 1,012 | 0.23% | 0.23% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,449 | 1,006 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 21,411 | 1,005 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 21,231 | 996 | 0.46% | 0.46% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 21,210 | 995 | 0.11% | 0.11% | 316 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Opus Financial Solutions LLC | History | No change | 21,025 | 986 | 0.79% | 0.79% | 317 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,697 | 971 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RMR Wealth Builders | History | No change | 20,361 | 955 | 0.06% | 0.06% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 20,344 | 954 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 20,028 | 940 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 19,796 | 929 | 0.27% | 0.27% | 322 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venture Visionary Partners LLC | History | New | 20,378 | 912 | 0.02% | — | 323 | +20,378 | New | Q3 2026 | Oct 07, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 19,178 | 900 | 0.1% | 0.1% | 324 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Citizens Financial Corp | History | Reduced | 20,053 | 897 | 0.38% | 0.42% | 326 | -1,508 | -6.99% | Q3 2026 | Oct 02, 2026 |
| Sigma Planning Corp | History | No change | 19,126 | 897 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,745 | 879 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mainsail Financial Group, LLC | History | No change | 18,744 | 879 | 0.3% | 0.3% | 328 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 18,764 | 876 | 0.66% | 0.66% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brio Consultants, LLC | History | No change | 18,536 | 870 | 0.1% | 0.1% | 330 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 18,399 | 863 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 18,172 | 852 | 0.1% | 0.1% | 332 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 17,976 | 843 | 0.14% | 0.14% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 17,762 | 833 | 0.18% | 0.18% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedarwood Wealth LLC | History | No change | 17,732 | 832 | 0.63% | 0.63% | 335 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,717 | 831 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 17,488 | 820 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axis Wealth Partners, LLC | History | No change | 17,322 | 813 | 0.39% | 0.39% | 338 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,750 | 786 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FWG Holdings, LLC | History | No change | 16,990 | 785 | 0.27% | 0.27% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 16,429 | 771 | 0.07% | 0.07% | 341 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 16,407 | 770 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 16,107 | 756 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballast Financial Advisors LLC | History | No change | 15,965 | 749 | 0.68% | 0.68% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 15,885 | 745 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Richmond Investment Services, LLC | History | No change | 15,367 | 721 | 0.23% | 0.23% | 346 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carmel Capital Partners, LLC | History | No change | 15,197 | 713 | 0.24% | 0.24% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 15,092 | 708 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 14,912 | 699 | 0.08% | 0.08% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 14,790 | 694 | 0.36% | 0.36% | 350 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 14,402 | 676 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MEMBERS WEALTH LLC | History | No change | 14,251 | 668 | 0.37% | 0.37% | 352 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1015 Capital Partners, LLC | History | No change | 14,095 | 661 | 0.55% | 0.55% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 14,054 | 659 | 0.43% | 0.43% | 354 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 13,623 | 639 | 0.11% | 0.11% | 355 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peck Wealth Management, LLC | History | No change | 13,568 | 636 | 0.54% | 0.54% | 356 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balance Wealth Partners LLC | History | No change | 13,347 | 626 | 0.17% | 0.17% | 357 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 13,309 | 624 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centurion Wealth Management LLC | History | No change | 13,093 | 614 | 0.15% | 0.15% | 359 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 12,893 | 605 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 12,725 | 597 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 12,652 | 593 | 0.26% | 0.26% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COFG Advisors, LLC | History | No change | 12,413 | 582 | 0.1% | 0.1% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burnham & Co LLC | History | No change | 12,177 | 571 | 0.46% | 0.46% | 364 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 12,054 | 566 | 0.36% | 0.36% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 12,031 | 564 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,829 | 555 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,789 | 553 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 11,515 | 540 | 0.08% | 0.08% | 369 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JT Stratford LLC | History | No change | 11,427 | 536 | 0.06% | 0.06% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First American Bank | History | No change | 11,285 | 529 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Diversified Portfolios, Inc. | History | No change | 11,200 | 525 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BCI SECURITIES, INC. | History | No change | 11,126 | 522 | 4.5% | 4.5% | 373 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Five Oceans Advisors | History | No change | 10,937 | 513 | 0.16% | 0.16% | 374 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 10,737 | 503 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,703 | 502 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Keystone Wealth Services, LLC | History | No change | 10,701 | 502 | 0.09% | 0.09% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 10,648 | 499 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10,350 | 485 | 0.41% | 0.41% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 10,231 | 480 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RDA Financial Network | History | No change | 10,061 | 472 | 0.1% | 0.1% | 381 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BAM Wealth Management, LLC | History | No change | 9,851 | 462 | 0.29% | 0.29% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,800 | 460 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 9,409 | 441 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 9,407 | 441 | 0.14% | 0.14% | 385 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 9,772 | 437 | 0.29% | 0.29% | 386 | +794 | 8.84% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,284 | 435 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MAI Capital Management | History | No change | 8,861 | 415 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 8,841 | 415 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Layline Advisors, LLC | History | No change | 8,488 | 398 | 0.36% | 0.36% | 390 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 8,148 | 382 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 8,087 | 379 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lee Financial Co | History | No change | 8,034 | 377 | 0.05% | 0.05% | 393 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 7,929 | 372 | 0.18% | 0.18% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,762 | 364 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthTrak Capital Management LLC | History | No change | 7,735 | 363 | 0.24% | 0.24% | 396 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 7,698 | 361 | 0.12% | 0.12% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Revisor Wealth Management LLC | History | No change | 7,578 | 355 | 0.09% | 0.09% | 398 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 7,513 | 352 | 0.16% | 0.16% | 399 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Plan Group Financial, LLC | History | No change | 7,501 | 352 | 0.07% | 0.07% | 400 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 7,434 | 348 | 0.12% | 0.12% | 401 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| StoneX Group Inc. | History | No change | 7,117 | 334 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 7,085 | 332 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wills Financial Group LLC | History | No change | 7,094 | 332 | 0.12% | 0.12% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 6,905 | 324 | 0.06% | 0.06% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Semus Wealth Partners LLC | History | No change | 6,849 | 321 | 0.16% | 0.16% | 406 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bravera Wealth | History | No change | 6,688 | 313 | 0.12% | 0.12% | 407 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carolina Wealth Management Inc | History | No change | 6,458 | 303 | 0.14% | 0.14% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 6,420 | 301 | 0.09% | 0.09% | 409 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Impact Capital Partners LLC | History | No change | 6,350 | 298 | 0.08% | 0.08% | 410 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,289 | 295 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,163 | 289 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Martin Investment Management, LLC | History | No change | 6,114 | 286 | 0.1% | 0.1% | 413 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Financial Group, LLC | History | No change | 6,010 | 282 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 6,012 | 282 | 0.08% | 0.08% | 415 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Skyline Advisors, Inc. | History | No change | 5,978 | 280 | 0.09% | 0.09% | 416 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| National Philanthropic Trust | History | No change | 5,920 | 277 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 5,763 | 270 | 0.12% | 0.12% | 418 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 5,761 | 270 | 0.07% | 0.07% | 419 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,689 | 267 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,688 | 266 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 5,647 | 265 | 0.06% | 0.06% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | No change | 5,511 | 258 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Putney Financial Group LLC | History | No change | 5,464 | 256 | 0.23% | 0.23% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,437 | 255 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 5,428 | 254 | 0.1% | 0.1% | 426 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,391 | 253 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Western Wealth Management, LLC | History | No change | 5,358 | 251 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 5,330 | 250 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,218 | 244 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 5,120 | 240 | 0.12% | 0.12% | 431 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,056 | 237 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arax Advisory Partners | History | No change | 5,038 | 236 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mathes Company, Inc. | History | No change | 5,000 | 235 | 0.07% | 0.07% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 5,025 | 235 | 0.14% | 0.14% | 435 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,973 | 233 | 0.11% | 0.11% | 436 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 4,983 | 233 | 0.16% | 0.16% | 437 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maia Wealth LLC | History | No change | 4,904 | 230 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aurdan Capital Management, LLC | History | No change | 4,788 | 224 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,720 | 221 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 4,645 | 218 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,653 | 218 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adelphi Trust Co | History | New | 4,846 | 217 | 0.14% | — | 443 | +4,846 | New | Q3 2026 | Oct 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,608 | 216 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,567 | 214 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidemark, LLC | History | No change | 4,522 | 212 | 0.05% | 0.05% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 4,500 | 211 | 0.09% | 0.09% | 447 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Burk Holdings LLC | History | No change | 4,442 | 208 | 0.08% | 0.08% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4,429 | 207 | 0.06% | 0.06% | 449 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Members Trust Co | History | No change | 4,400 | 206 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forum Finance Group S.A. | History | No change | 5,260 | 200 | 0.07% | 0.07% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 4,247 | 199 | 0.16% | 0.16% | 452 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,749 | 175 | 0.05% | 0.05% | 453 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LGT Financial Advisors LLC | History | No change | 3,530 | 165 | 0.87% | 0.87% | 454 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,400 | 159 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 3,300 | 154 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,706 | 127 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,512 | 117 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 2,505 | 117 | 0.09% | 0.09% | 459 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,468 | 116 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASSETMARK, INC | History | No change | 2,325 | 109 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Reduced | 2,388 | 107 | 0.0% | 0.0% | 463 | -10 | -0.42% | Q3 2026 | Oct 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,299 | 107 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,258 | 105 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,173 | 102 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,050 | 96 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,035 | 95 | 0.04% | 0.04% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 2,020 | 94 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,931 | 90 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | No change | 1,837 | 86 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,675 | 78 | 0.07% | 0.07% | 471 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | No change | 1,410 | 66 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 1,223 | 57 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 1,158 | 54 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,059 | 49 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,039 | 48 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 958 | 44 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 920 | 43 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 794 | 37 | 0.26% | 0.26% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 788 | 36 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SHP Wealth Management | History | No change | 643 | 30 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | No change | 630 | 29 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 635 | 29 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RHL GROUP, LLC | History | No change | 586 | 27 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 537 | 25 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 442 | 20 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 418 | 19 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 406 | 19 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 375 | 17 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 355 | 15 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 297 | 13 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 272 | 12 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 244 | 11 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 162 | 7 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 137 | 6 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingdom Financial Group LLC. | History | No change | 29 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.03% | — | -1,479 | -100.0% | Q3 2026 | Oct 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |