J.P. Morgan Exchange-Traded Fund Trust - JEPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 47,488,354 | 2,691,639 | 0.16% | 0.16% | 1 | +254,045 | 0.54% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 30,997,664 | 1,756,947 | 0.13% | 0.13% | 2 | -822,711 | -2.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,357,007 | 927,115 | 0.17% | 0.18% | 3 | -455,989 | -2.71% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,272,620 | 682,971 | 0.04% | 0.02% | 4 | +6,545,707 | 114.3% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,165,921 | 632,884 | 0.17% | 0.17% | 5 | +1,274,550 | 12.89% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,554,441 | 484,865 | 0.15% | 0.14% | 6 | +455,171 | 5.62% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,366,269 | 474,201 | 0.08% | 0.07% | 7 | +449,485 | 5.68% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 7,224,145 | 409,464 | 0.11% | 0.07% | 8 | +3,048,260 | 73.0% | Q1 2026 | May 06, 2026 |
| Nationwide Fund Advisors | History | Reduced | 6,910,894 | 391,709 | 17.14% | 17.38% | 9 | -179,014 | -2.52% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 6,769,549 | 383,698 | 0.06% | 0.07% | 10 | -406,088 | -5.66% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 6,083,774 | 344,828 | 0.37% | 0.35% | 11 | +553,011 | 10.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,419,221 | 307,246 | 0.45% | 0.48% | 12 | -274,988 | -4.83% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,364,248 | 247,365 | 0.35% | 0.32% | 13 | +109,230 | 2.57% | Q1 2026 | Apr 27, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 4,208,706 | 238,549 | 3.69% | 3.59% | 14 | +404,064 | 10.62% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,079,471 | 176,268 | 0.3% | 0.3% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,042,219 | 168,994 | 0.08% | 0.09% | 16 | +517,482 | 20.5% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,948,363 | 166,657 | 0.22% | — | 17 | +2,948,363 | New | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,921,309 | 165,579 | 0.18% | 0.18% | 18 | +39,686 | 1.38% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,821,484 | 159,921 | 0.15% | 0.15% | 19 | -7,644 | -0.27% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,800,288 | 158,720 | 0.39% | 0.35% | 20 | +107,684 | 4.0% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,741,652 | 155,396 | 0.43% | 0.43% | 21 | -321,770 | -10.5% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,639,710 | 149,618 | 0.09% | 0.11% | 22 | -364,055 | -12.12% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,356,270 | 133,553 | 5.18% | 5.01% | 23 | +241,803 | 11.44% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,144,440 | 116,355 | 0.75% | 0.73% | 24 | +290,673 | 15.68% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,050,260 | 116,208 | 0.02% | 0.02% | 25 | -85,004 | -3.98% | Q1 2026 | May 05, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,030,560 | 115,092 | 10.9% | 10.71% | 26 | +68,589 | 3.5% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,929,732 | 109,377 | 0.06% | 0.05% | 27 | +278,868 | 16.89% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,839,578 | 104,267 | 0.39% | 0.47% | 28 | -140,907 | -7.11% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,778,164 | 100,786 | 0.26% | 0.29% | 29 | -115,588 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,713,220 | 97,105 | 0.17% | 0.18% | 30 | -41,775 | -2.38% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,576,054 | 89,330 | 3.6% | 3.26% | 31 | +64,995 | 4.3% | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,552,845 | 88,884 | 5.74% | 5.74% | 32 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,543,963 | 87,511 | 1.41% | 1.02% | 33 | +438,076 | 39.61% | Q1 2026 | Apr 27, 2026 |
| Enstar Group LTD | History | No change | 1,539,025 | 87,231 | 40.13% | 34.07% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,419,817 | 80,475 | 4.17% | 3.85% | 35 | +75,594 | 5.62% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,370,824 | 77,698 | 3.46% | 3.3% | 36 | +90,875 | 7.1% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 1,369,852 | 77,643 | 0.2% | 0.26% | 37 | -283,229 | -17.13% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 1,293,806 | 73,332 | 0.3% | 0.29% | 38 | +67,057 | 5.47% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,279,991 | 72,549 | 1.39% | 1.09% | 39 | +262,699 | 25.82% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,235,426 | 70,023 | 0.64% | 0.94% | 40 | -65,200 | -5.01% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 1,087,203 | 61,633 | 0.07% | 0.07% | 41 | +73,547 | 7.26% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,038,077 | 58,838 | 0.3% | 0.32% | 42 | +28,708 | 2.84% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,022,258 | 57,941 | 0.01% | 0.0% | 43 | +369,411 | 56.58% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,007,668 | 57,114 | 0.01% | 0.01% | 44 | +10,021 | 1.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 994,375 | 56,361 | 0.08% | 0.07% | 45 | +34,886 | 3.64% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 975,186 | 55,273 | 1.37% | 1.32% | 46 | +46,732 | 5.03% | Q1 2026 | Apr 29, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 993,025 | 55,261 | 3.24% | 2.86% | 47 | +55,988 | 5.98% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 941,864 | 53,384 | 4.03% | 3.34% | 48 | +192,704 | 25.72% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 925,552 | 52,463 | 0.4% | 0.4% | 49 | -2,478 | -0.27% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 902,434 | 51,149 | 0.58% | 0.56% | 50 | +42,508 | 4.94% | Q1 2026 | Apr 16, 2026 |
| HUB Investment Partners, LLC | History | Added to | 836,279 | 47,400 | 1.13% | 1.07% | 51 | +111,039 | 15.31% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 816,880 | 46,300 | 5.96% | 5.36% | 52 | +144,966 | 21.58% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 804,512 | 45,599 | 0.74% | 0.74% | 53 | +61,425 | 8.27% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 769,455 | 43,435 | 0.09% | 0.11% | 54 | -604,371 | -43.99% | Q1 2026 | Apr 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 755,967 | 42,848 | 2.64% | 2.82% | 55 | +23,592 | 3.22% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 729,907 | 41,371 | 0.06% | 0.09% | 56 | -279,418 | -27.68% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 726,571 | 41,182 | 2.18% | 2.23% | 57 | +13,407 | 1.88% | Q1 2026 | Apr 24, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 717,528 | 40,669 | 0.52% | 0.5% | 58 | +36,266 | 5.32% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 709,422 | 40,210 | 0.21% | 0.19% | 59 | +233,581 | 49.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 684,459 | 38,795 | 0.22% | 0.21% | 60 | +37,020 | 5.72% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 682,378 | 38,677 | 0.01% | 0.01% | 61 | -41,215 | -5.7% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 659,626 | 37,348 | 0.18% | 0.19% | 62 | +17,310 | 2.69% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 646,487 | 36,642 | 5.33% | 6.76% | 63 | -119,196 | -15.57% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 644,712 | 36,542 | 0.45% | 0.47% | 64 | -12,802 | -1.95% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | Added to | 636,728 | 36,089 | 2.91% | 2.85% | 65 | +31,260 | 5.16% | Q1 2026 | Apr 01, 2026 |
| Mariner, LLC | History | Added to | 609,009 | 34,518 | 0.04% | 0.03% | 66 | +111,485 | 22.41% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 608,099 | 34,467 | 0.43% | 0.44% | 67 | -11,762 | -1.9% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 606,352 | 34,367 | 0.56% | 0.14% | 68 | +482,640 | 390.13% | Q1 2026 | May 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 596,392 | 33,803 | 2.39% | 2.58% | 69 | -7,875 | -1.3% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 547,521 | 31,033 | 0.04% | 0.04% | 70 | +77,530 | 16.5% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 544,854 | 30,882 | 0.23% | 0.16% | 71 | +192,355 | 54.57% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 541,224 | 30,676 | 0.45% | 0.52% | 72 | -54,410 | -9.13% | Q1 2026 | Apr 17, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 529,383 | 30,598 | 2.24% | 2.22% | 73 | +12,374 | 2.39% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 534,301 | 30,284 | 0.24% | 0.24% | 74 | +183,831 | 52.45% | Q1 2026 | May 15, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 534,014 | 30,267 | 3.09% | 2.81% | 75 | +54,560 | 11.38% | Q1 2026 | May 07, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 533,898 | 30,261 | 15.05% | 14.87% | 76 | -9,021 | -1.66% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 532,358 | 30,174 | 8.46% | 7.97% | 77 | +46,257 | 9.52% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 524,978 | 29,755 | 1.0% | 0.49% | 78 | +18,022 | 3.55% | Q1 2026 | Apr 23, 2026 |
| BOKF, NA | History | Added to | 502,821 | 28,499 | 0.44% | 0.43% | 79 | +15,382 | 3.16% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 500,267 | 28,355 | 0.33% | 0.13% | 80 | +312,018 | 165.75% | Q1 2026 | May 08, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 495,128 | 28,063 | 14.36% | 14.08% | 81 | +8,895 | 1.83% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 485,575 | 27,522 | 0.15% | 0.16% | 82 | -18,354 | -3.64% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 475,324 | 26,941 | 0.01% | 0.01% | 83 | +55,924 | 13.33% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | Added to | 471,546 | 26,727 | 0.33% | 0.31% | 84 | +38,268 | 8.83% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Added to | 468,740 | 26,568 | 0.14% | 0.14% | 85 | +17,832 | 3.95% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 464,690 | 26,338 | 0.21% | 0.19% | 86 | -1,350 | -0.29% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 464,137 | 26,307 | 5.31% | 5.46% | 87 | +14,864 | 3.31% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 463,452 | 26,268 | 0.08% | 0.07% | 88 | +60,270 | 14.95% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 459,668 | 26,055 | 0.42% | 0.43% | 89 | +4,592 | 1.01% | Q1 2026 | Apr 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 456,638 | 25,882 | 0.22% | 0.36% | 90 | -270,401 | -37.19% | Q1 2026 | May 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 434,984 | 24,654 | 0.57% | 0.09% | 91 | +401,307 | 1191.64% | Q1 2026 | Apr 27, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 432,989 | 24,541 | 4.11% | 3.93% | 92 | +20,712 | 5.02% | Q1 2026 | Apr 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 432,895 | 24,536 | 2.59% | 2.86% | 93 | -27,607 | -5.99% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 432,461 | 24,511 | 0.27% | 0.03% | 94 | +393,837 | 1019.67% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 417,797 | 23,680 | 0.46% | 0.32% | 95 | +133,961 | 47.2% | Q1 2026 | Apr 14, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 415,000 | 23,522 | 1.54% | 1.56% | 96 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 411,924 | 23,347 | 1.6% | 1.5% | 97 | +29,972 | 7.85% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 411,371 | 23,316 | 0.34% | 0.47% | 98 | -115,463 | -21.92% | Q1 2026 | May 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 405,584 | 22,988 | 4.12% | 4.02% | 99 | +35,918 | 9.72% | Q1 2026 | Apr 15, 2026 |
| Melia Wealth LLC | History | Added to | 403,016 | 22,842 | 11.06% | 10.34% | 100 | +12,053 | 3.08% | Q1 2026 | May 08, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 395,348 | 22,408 | 0.62% | 0.62% | 101 | +9,785 | 2.54% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 394,348 | 22,351 | 0.27% | 0.21% | 102 | +106,411 | 36.96% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Added to | 391,397 | 22,184 | 1.68% | 0.81% | 103 | +203,332 | 108.12% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 382,573 | 22,108 | 0.33% | 0.39% | 104 | +34,692 | 9.97% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 387,231 | 21,947 | 0.04% | 0.04% | 105 | +42,068 | 12.19% | Q1 2026 | May 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 386,821 | 21,925 | 3.43% | 3.41% | 106 | +15,195 | 4.09% | Q1 2026 | May 01, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 382,964 | 21,706 | 6.84% | 6.61% | 107 | +4,600 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 372,946 | 21,369 | 0.48% | 0.52% | 108 | +10,298 | 2.84% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 355,888 | 20,171 | 0.37% | 0.1% | 109 | +262,442 | 280.85% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 350,361 | 20,054 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 352,954 | 20,005 | 4.52% | 4.74% | 111 | -4,437 | -1.24% | Q1 2026 | Apr 27, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 364,538 | 19,971 | 4.3% | 4.21% | 112 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 349,632 | 19,817 | 1.04% | 1.05% | 113 | +15,699 | 4.7% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 347,694 | 19,707 | 0.04% | 0.0% | 114 | +325,632 | 1475.99% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 345,824 | 19,601 | 0.03% | 0.05% | 115 | -198,293 | -36.44% | Q1 2026 | May 15, 2026 |
| Cooper Financial Group | History | Reduced | 341,419 | 19,351 | 1.96% | 2.65% | 116 | -93,487 | -21.5% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 322,187 | 18,261 | 0.09% | 0.1% | 117 | -782 | -0.24% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 321,993 | 18,250 | 0.94% | 0.87% | 118 | +36,930 | 12.96% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 321,496 | 18,135 | 0.17% | 0.21% | 119 | -16,491 | -4.88% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 319,712 | 18,121 | 0.1% | 0.04% | 120 | +203,285 | 174.6% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 319,062 | 18,084 | 0.28% | 0.28% | 121 | +78,512 | 32.64% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 315,800 | 17,899 | 0.0% | 0.01% | 122 | -651,715 | -67.36% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 314,120 | 17,804 | 1.0% | 1.07% | 123 | +156,476 | 99.26% | Q1 2026 | Apr 22, 2026 |
| Tenzing Financial LLC | History | Added to | 307,573 | 17,796 | 13.36% | 13.52% | 124 | +16,521 | 5.68% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 313,710 | 17,781 | 0.24% | 0.23% | 125 | +26,294 | 9.15% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 310,867 | 17,619 | 0.21% | 0.25% | 126 | +5,286 | 1.73% | Q1 2026 | Apr 23, 2026 |
| Steele Capital Management, Inc. | History | Added to | 308,905 | 17,508 | 0.73% | 0.75% | 127 | +3,939 | 1.29% | Q1 2026 | Apr 29, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 305,680 | 17,325 | 2.41% | 2.34% | 128 | +16,423 | 5.68% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 304,732 | 17,272 | 0.09% | 0.08% | 129 | +61,000 | 25.03% | Q1 2026 | May 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 304,682 | 17,269 | 3.38% | 3.54% | 130 | -19,536 | -6.03% | Q1 2026 | Apr 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 303,191 | 17,184 | 1.03% | 1.01% | 131 | +3,894 | 1.3% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 302,286 | 17,133 | 0.44% | 0.47% | 132 | -10 | -0.0% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 294,892 | 16,714 | 0.34% | 0.34% | 133 | +797 | 0.27% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 294,423 | 16,687 | 1.22% | 0.91% | 134 | +68,707 | 30.44% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Added to | 293,638 | 16,643 | 1.78% | 1.75% | 135 | +14,260 | 5.1% | Q1 2026 | Apr 21, 2026 |
| Requisite Capital Management, LLC | History | Added to | 293,013 | 16,607 | 3.09% | 2.77% | 136 | +39,835 | 15.73% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 291,033 | 16,495 | 0.07% | 0.07% | 137 | +9,102 | 3.23% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 289,836 | 16,427 | 0.14% | 0.18% | 138 | -139,414 | -32.48% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 287,459 | 16,293 | 5.88% | 5.73% | 139 | +3,167 | 1.11% | Q1 2026 | May 04, 2026 |
| SFMG, LLC | History | Reduced | 286,475 | 16,237 | 1.1% | 1.14% | 140 | -9,364 | -3.17% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 285,551 | 16,193 | 0.1% | 0.09% | 141 | +19,459 | 7.31% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 283,646 | 16,077 | 0.05% | 0.04% | 142 | +46,443 | 19.58% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 280,536 | 15,900 | 0.01% | 0.01% | 143 | +47,821 | 20.55% | Q1 2026 | May 12, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 280,257 | 15,884 | 2.21% | 2.15% | 144 | -1,318 | -0.47% | Q1 2026 | May 04, 2026 |
| St. Clair Advisors, LLC | History | Added to | 279,654 | 15,850 | 4.22% | 3.9% | 145 | +15,346 | 5.81% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 277,848 | 15,748 | 0.1% | 0.09% | 146 | +20,759 | 8.07% | Q1 2026 | May 05, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 277,374 | 15,721 | 2.87% | 3.07% | 147 | -17,196 | -5.84% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 276,071 | 15,647 | 0.94% | 1.02% | 148 | -26,627 | -8.8% | Q1 2026 | May 01, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 273,846 | 15,622 | 2.32% | 2.84% | 149 | -26,362 | -8.78% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 273,291 | 15,490 | 0.62% | 0.83% | 150 | -87,771 | -24.31% | Q1 2026 | Apr 28, 2026 |
| Everest Financial Group LLC | History | Added to | 268,497 | 15,218 | 2.51% | 2.88% | 151 | +43,725 | 19.45% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 267,421 | 15,157 | 0.03% | 0.03% | 152 | +63,131 | 30.9% | Q1 2026 | May 05, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 266,791 | 15,121 | 1.08% | 1.11% | 153 | -2,698 | -1.0% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 266,382 | 15,098 | 1.34% | 1.24% | 154 | +66,369 | 33.18% | Q1 2026 | Apr 30, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 264,277 | 14,979 | 4.76% | 5.44% | 155 | -39,369 | -12.97% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 259,262 | 14,694 | 0.4% | 0.37% | 156 | +8,765 | 3.5% | Q1 2026 | Apr 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 258,791 | 14,668 | 1.02% | 0.99% | 157 | -4,925 | -1.87% | Q1 2026 | Apr 28, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 256,058 | 14,513 | 1.46% | 1.11% | 158 | +60,772 | 31.12% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 254,769 | 14,440 | 2.0% | 1.94% | 159 | -3,804 | -1.47% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 253,727 | 14,381 | 0.07% | 0.03% | 160 | +149,873 | 144.31% | Q1 2026 | Apr 24, 2026 |
| Magnus Financial Group LLC | History | Reduced | 252,099 | 14,288 | 1.16% | 1.12% | 161 | -3,252 | -1.27% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 248,875 | 14,106 | 0.23% | 0.22% | 162 | +12,278 | 5.19% | Q1 2026 | Apr 27, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 248,062 | 14,060 | 7.05% | 7.01% | 163 | +368 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 247,324 | 14,018 | 0.33% | 0.31% | 164 | +29,019 | 13.29% | Q1 2026 | May 04, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 247,101 | 14,005 | 3.02% | 2.98% | 165 | -867 | -0.35% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 245,608 | 13,921 | 0.19% | 0.19% | 166 | +11,728 | 5.01% | Q1 2026 | May 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 244,288 | 13,846 | 8.92% | 9.06% | 167 | +14,045 | 6.1% | Q1 2026 | Apr 21, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 244,082 | 13,834 | 6.08% | 5.71% | 168 | +28,881 | 13.42% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 243,931 | 13,826 | 0.44% | 0.43% | 169 | +19,445 | 8.66% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Added to | 243,761 | 13,816 | 3.11% | 3.17% | 170 | +13,132 | 5.69% | Q1 2026 | Apr 08, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 243,427 | 13,797 | 1.45% | 1.62% | 171 | -15,684 | -6.05% | Q1 2026 | May 11, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 241,686 | 13,698 | 3.09% | 3.29% | 172 | -9,662 | -3.84% | Q1 2026 | Apr 17, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 236,766 | 13,694 | 2.96% | 3.09% | 173 | +1,325 | 0.56% | Q1 2026 | Apr 16, 2026 |
| Allen Capital Group, LLC | History | No change | 238,173 | 13,633 | 1.25% | 1.25% | 174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 239,863 | 13,595 | 0.17% | 0.16% | 175 | +45,965 | 23.71% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Added to | 237,902 | 13,584 | 6.15% | 6.14% | 176 | +2,052 | 0.87% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 233,961 | 13,260 | 0.42% | 0.28% | 177 | +82,069 | 54.03% | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 229,372 | 13,000 | 0.62% | 0.64% | 178 | -3,343 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 252,742 | 12,791 | 2.13% | — | 179 | +252,742 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 225,098 | 12,758 | 0.3% | 0.3% | 180 | +9,675 | 4.49% | Q1 2026 | May 15, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 224,810 | 12,742 | 5.12% | 5.18% | 181 | +3,653 | 1.65% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | Added to | 224,779 | 12,740 | 1.52% | 1.2% | 182 | +47,528 | 26.81% | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Reduced | 224,230 | 12,709 | 1.97% | 2.72% | 183 | -74,218 | -24.87% | Q1 2026 | Apr 23, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 221,120 | 12,533 | 0.09% | 0.11% | 184 | -18,838 | -7.85% | Q1 2026 | May 15, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 219,531 | 12,443 | 5.4% | 5.05% | 185 | +16,693 | 8.23% | Q1 2026 | Apr 16, 2026 |
| First National Advisers, LLC | History | Reduced | 211,674 | 11,998 | 1.76% | 1.69% | 186 | -3,605 | -1.67% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 210,946 | 11,956 | 0.17% | 0.17% | 187 | -16,721 | -7.34% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 209,100 | 11,852 | 0.31% | 0.31% | 188 | +21,198 | 11.28% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 208,656 | 11,827 | 0.34% | 0.31% | 189 | +25,372 | 13.84% | Q1 2026 | Apr 21, 2026 |
| John A. Wolfe & Associates, Inc. | History | Added to | 207,408 | 11,755 | 18.05% | 6.01% | 190 | +12,882 | 6.62% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 203,071 | 11,510 | 0.64% | 0.7% | 191 | -16,077 | -7.34% | Q1 2026 | Apr 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 197,028 | 11,293 | 1.75% | 1.75% | 192 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 198,577 | 11,255 | 0.41% | 0.34% | 193 | +33,668 | 20.42% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 198,207 | 11,234 | 3.16% | 3.13% | 194 | +533 | 0.27% | Q1 2026 | Apr 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 196,812 | 11,155 | 0.67% | 0.66% | 195 | +8,375 | 4.44% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 196,208 | 11,121 | 0.7% | 0.72% | 196 | -6,573 | -3.24% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 195,869 | 11,101 | 0.31% | 0.01% | 197 | +188,912 | 2715.42% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | New | 195,134 | 11,060 | 0.48% | — | 198 | +195,134 | New | Q1 2026 | May 11, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 194,262 | 11,010 | 4.1% | 3.81% | 199 | +5,162 | 2.73% | Q1 2026 | May 14, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 190,460 | 10,795 | 5.55% | 6.38% | 200 | -15,382 | -7.47% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | Added to | 190,070 | 10,773 | 0.37% | 0.36% | 201 | +4,451 | 2.4% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 187,928 | 10,651 | 0.24% | 0.24% | 202 | +1,200 | 0.64% | Q1 2026 | May 15, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 186,538 | 10,572 | 7.31% | 7.5% | 203 | +13,526 | 7.82% | Q1 2026 | Apr 21, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 185,290 | 10,502 | 1.47% | 1.4% | 204 | +962 | 0.52% | Q1 2026 | Apr 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 181,449 | 10,480 | 2.76% | 3.73% | 205 | -44,990 | -19.87% | Q1 2026 | Apr 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 182,906 | 10,469 | 7.51% | 7.51% | 206 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| F/m Investments LLC | History | Reduced | 182,825 | 10,362 | 0.69% | 0.4% | 207 | -345 | -0.19% | Q1 2026 | May 11, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 179,064 | 10,315 | 6.88% | 6.74% | 208 | +11,736 | 7.01% | Q1 2026 | Apr 24, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 180,980 | 10,257 | 1.99% | 1.99% | 209 | -1,449 | -0.79% | Q1 2026 | Apr 16, 2026 |
| Perkins Coie Trust Co | History | Added to | 178,836 | 10,136 | 1.95% | 1.74% | 210 | +15,717 | 9.64% | Q1 2026 | Apr 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 177,078 | 10,036 | 0.07% | 0.08% | 211 | -3,896 | -2.15% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 176,399 | 9,993 | 0.02% | 0.02% | 212 | -18,763 | -9.61% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 176,238 | 9,939 | 0.03% | 0.02% | 213 | +129,667 | 278.43% | Q1 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 174,695 | 9,901 | 1.21% | 1.47% | 214 | -40,004 | -18.63% | Q1 2026 | May 05, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 173,778 | 9,849 | 2.81% | 3.03% | 215 | -10,547 | -5.72% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 172,000 | 9,748 | 0.61% | 0.57% | 216 | +17,706 | 11.48% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 170,927 | 9,688 | 0.76% | 0.72% | 217 | +9,479 | 5.87% | Q1 2026 | May 13, 2026 |
| Global Assets Advisory, LLC | History | Added to | 169,135 | 9,586 | 2.74% | 2.15% | 218 | +37,649 | 28.63% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 167,683 | 9,504 | 0.19% | 0.21% | 219 | -15,263 | -8.34% | Q1 2026 | Apr 17, 2026 |
| MBA Advisors LLC | History | Added to | 167,529 | 9,495 | 3.65% | 3.45% | 220 | +18,106 | 12.12% | Q1 2026 | Apr 20, 2026 |
| Montis Financial, LLC | History | Added to | 166,998 | 9,465 | 1.96% | 1.73% | 221 | +14,130 | 9.24% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | Added to | 165,300 | 9,369 | 0.1% | 0.03% | 222 | +141,345 | 590.04% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Partners, LLC | History | New | 164,789 | 9,340 | 8.41% | — | 223 | +164,789 | New | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 164,098 | 9,301 | 0.1% | 0.11% | 224 | +2,826 | 1.75% | Q1 2026 | Apr 20, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 163,895 | 9,289 | 2.17% | 2.19% | 225 | -2,403 | -1.44% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Added to | 160,649 | 9,251 | 0.3% | 0.32% | 226 | +1,655 | 1.04% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 161,496 | 9,109 | 0.63% | 0.74% | 227 | -26,813 | -14.24% | Q1 2026 | May 01, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 157,904 | 9,085 | 1.84% | 1.86% | 228 | +11,094 | 7.56% | Q1 2026 | Apr 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 162,331 | 9,033 | 0.28% | 0.28% | 229 | -2,274 | -1.38% | Q1 2026 | May 11, 2026 |
| Cadence Bank | History | No change | 157,709 | 9,027 | 0.53% | 0.53% | 230 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 159,207 | 9,023 | 0.4% | 0.5% | 231 | -33,462 | -17.37% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 158,080 | 8,960 | 0.01% | 0.01% | 232 | +63,543 | 67.21% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 158,036 | 8,957 | 0.34% | 0.29% | 233 | +20,532 | 14.93% | Q1 2026 | May 11, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 159,523 | 8,926 | 3.92% | 4.64% | 234 | -12,834 | -7.45% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 157,419 | 8,914 | 1.18% | 0.97% | 235 | +30,970 | 24.49% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 155,766 | 8,828 | 0.04% | 0.08% | 236 | -99,051 | -38.87% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | Reduced | 154,667 | 8,766 | 2.22% | 2.33% | 237 | -5,661 | -3.53% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 152,726 | 8,656 | 0.91% | 1.15% | 238 | -22,079 | -12.63% | Q1 2026 | Apr 29, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 150,838 | 8,549 | 2.98% | 3.61% | 239 | -11,165 | -6.89% | Q1 2026 | Apr 21, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 150,184 | 8,514 | 2.11% | 2.33% | 240 | -30,161 | -16.72% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 149,662 | 8,482 | 0.55% | 0.5% | 241 | +17,154 | 12.95% | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | Added to | 149,554 | 8,476 | 2.24% | 2.29% | 242 | +911 | 0.61% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | Added to | 149,275 | 8,460 | 0.96% | 0.94% | 243 | +55 | 0.04% | Q1 2026 | May 04, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 148,985 | 8,444 | 0.69% | 0.63% | 244 | +21,045 | 16.45% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 148,284 | 8,404 | 0.22% | 0.22% | 245 | -204 | -0.14% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 148,005 | 8,388 | 0.27% | 0.15% | 246 | -616 | -0.41% | Q1 2026 | Apr 29, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 147,035 | 8,333 | 2.42% | 2.4% | 247 | +1,447 | 0.99% | Q1 2026 | Apr 10, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 145,448 | 8,244 | 5.15% | 4.89% | 248 | +26,285 | 22.06% | Q1 2026 | Apr 27, 2026 |
| NCM Capital Management, LLC | History | Added to | 144,607 | 8,196 | 2.93% | 3.05% | 249 | +856 | 0.6% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 144,439 | 8,186 | 0.1% | 0.04% | 250 | +81,698 | 130.21% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 144,283 | 8,177 | 0.23% | 0.24% | 251 | -7,460 | -4.92% | Q1 2026 | May 04, 2026 |
| CFO4Life Group, LLC | History | Added to | 143,649 | 8,142 | 1.24% | 1.17% | 252 | +118 | 0.08% | Q1 2026 | May 11, 2026 |
| Financially in Tune, LLC | History | Added to | 142,234 | 8,061 | 6.93% | 6.62% | 253 | +18,280 | 14.75% | Q1 2026 | Apr 22, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 141,976 | 8,047 | 1.46% | 1.39% | 254 | +10,547 | 8.02% | Q1 2026 | May 04, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 141,514 | 8,021 | 3.63% | 2.37% | 255 | +58,235 | 69.93% | Q1 2026 | Apr 20, 2026 |
| DeDora Capital, Inc. | History | Added to | 141,476 | 8,018 | 1.97% | 1.84% | 256 | +5,782 | 4.26% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 138,785 | 7,866 | 0.02% | 0.01% | 257 | +19,261 | 16.11% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 137,986 | 7,821 | 0.17% | 0.16% | 258 | +5,722 | 4.33% | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 137,320 | 7,783 | 0.83% | 0.8% | 259 | -156 | -0.11% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | Reduced | 136,653 | 7,745 | 0.36% | 0.37% | 260 | -1,231 | -0.89% | Q1 2026 | Apr 27, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 136,432 | 7,732 | 0.74% | 0.67% | 261 | +13,252 | 10.76% | Q1 2026 | Apr 22, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 136,482 | 7,718 | 3.12% | 3.01% | 262 | -2,196 | -1.58% | Q1 2026 | May 13, 2026 |
| Madrona Financial Services, LLC | History | Added to | 134,600 | 7,629 | 1.67% | 1.01% | 263 | +52,107 | 63.17% | Q1 2026 | Apr 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 134,241 | 7,609 | 0.36% | 0.35% | 264 | -699 | -0.52% | Q1 2026 | May 18, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 133,390 | 7,567 | 1.66% | 1.68% | 265 | +416 | 0.31% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 133,423 | 7,562 | 0.23% | 0.33% | 266 | -23,950 | -15.22% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Added to | 133,183 | 7,548 | 4.07% | 4.3% | 267 | +3,951 | 3.06% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 132,824 | 7,528 | 0.52% | 0.48% | 268 | +11,102 | 9.12% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 132,329 | 7,500 | 0.41% | 0.41% | 269 | +8,125 | 6.54% | Q1 2026 | May 11, 2026 |
| Stelac Advisory Services LLC | History | Added to | 131,947 | 7,478 | 1.51% | 0.78% | 270 | +93,828 | 246.14% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 131,637 | 7,461 | 0.13% | 0.14% | 271 | -6,170 | -4.48% | Q1 2026 | Apr 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 131,024 | 7,426 | 1.37% | 1.37% | 272 | +4,512 | 3.57% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 130,858 | 7,417 | 0.07% | — | 273 | +130,858 | New | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 130,582 | 7,401 | 0.99% | 0.95% | 274 | +8,792 | 7.22% | Q1 2026 | Apr 08, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 130,559 | 7,400 | 0.32% | 0.32% | 275 | -1,940 | -1.46% | Q1 2026 | May 08, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 130,367 | 7,389 | 2.36% | 2.48% | 276 | -1,372 | -1.04% | Q1 2026 | May 08, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 130,258 | 7,383 | 7.53% | 4.11% | 277 | +59,192 | 83.29% | Q1 2026 | Apr 10, 2026 |
| Clearstead Trust, LLC | History | Added to | 130,161 | 7,377 | 1.2% | 1.16% | 278 | +1,552 | 1.21% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 130,729 | 7,275 | 0.26% | 0.21% | 279 | +35,503 | 37.28% | Q1 2026 | May 15, 2026 |
| Decker Wealth Management LLC | History | Reduced | 127,740 | 7,240 | 1.64% | 1.93% | 280 | -25,837 | -16.82% | Q1 2026 | May 06, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 127,257 | 7,212 | 0.83% | 0.92% | 281 | -2,155 | -1.67% | Q1 2026 | May 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 127,097 | 7,203 | 1.3% | 1.19% | 282 | -2,181 | -1.69% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 120,689 | 6,840 | 0.19% | 0.11% | 283 | +60,645 | 101.0% | Q1 2026 | Apr 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 120,617 | 6,836 | 0.87% | 0.83% | 284 | +1,831 | 1.54% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 120,253 | 6,815 | 0.38% | 0.26% | 285 | +39,704 | 49.29% | Q1 2026 | Apr 30, 2026 |
| Leelyn Smith, LLC | History | Added to | 120,173 | 6,811 | 0.96% | 0.18% | 286 | +98,133 | 445.25% | Q1 2026 | Apr 27, 2026 |
| LeClair Wealth Partners LLC | History | New | 117,113 | 6,637 | 2.29% | — | 288 | +117,113 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 117,113 | 6,637 | 2.29% | 4.06% | 287 | -80,333 | -40.69% | Q1 2026 | May 05, 2026 |
| Community Financial Services Group, LLC | History | Added to | 117,605 | 6,634 | 1.17% | 1.2% | 289 | +3,211 | 2.81% | Q1 2026 | Apr 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 116,744 | 6,617 | 0.49% | 0.46% | 290 | +4,066 | 3.61% | Q1 2026 | Apr 13, 2026 |
| L2 Asset Management, LLC | History | Added to | 115,485 | 6,545 | 0.62% | 0.17% | 291 | +93,009 | 413.81% | Q1 2026 | May 14, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 111,989 | 6,347 | 4.42% | 4.44% | 292 | +28,419 | 34.01% | Q1 2026 | Apr 22, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 111,098 | 6,345 | 1.88% | 2.12% | 293 | -5,090 | -4.38% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Added to | 110,774 | 6,278 | 0.12% | 0.08% | 294 | +38,644 | 53.58% | Q1 2026 | Apr 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 109,130 | 6,246 | 0.89% | 0.89% | 295 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 110,171 | 6,244 | 0.21% | 0.21% | 296 | +2,463 | 2.29% | Q1 2026 | Apr 22, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 110,131 | 6,240 | 0.23% | 0.08% | 297 | +101,500 | 1175.99% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 110,012 | 6,235 | 0.01% | 0.01% | 298 | +27,059 | 32.62% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 109,730 | 6,219 | 0.68% | 0.59% | 299 | +1,584 | 1.46% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 109,533 | 6,208 | 0.2% | 0.2% | 300 | +4,155 | 3.94% | Q1 2026 | May 14, 2026 |