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 | No change | 48,733,339 | 2,752,459 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 29,737,195 | 1,679,556 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,305,015 | 977,387 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,312,713 | 638,942 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 10,363,670 | 585,340 | 0.13% | 0.13% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,775,532 | 495,642 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,019,277 | 452,927 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 6,909,528 | 390,250 | 0.36% | 0.36% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 6,532,936 | 368,980 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,838,036 | 329,498 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,792,995 | 327,282 | 0.38% | 0.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,912,766 | 220,993 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RiverFront Investment Group, LLC | History | No change | 3,524,615 | 199,070 | 2.63% | 2.63% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,430,822 | 192,674 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,320,265 | 187,528 | 0.38% | 0.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,916,027 | 165,169 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 2,819,530 | 159,246 | 4.55% | 4.55% | 17 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,775,411 | 156,755 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,673,279 | 150,986 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,533,724 | 142,436 | 0.85% | 0.85% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,348,909 | 132,666 | 0.26% | 0.26% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,319,514 | 131,006 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 2,191,296 | 123,764 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Advisory, LLC | History | No change | 2,079,263 | 117,436 | 9.74% | 9.74% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,040,043 | 115,221 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,036,649 | 115,029 | 0.37% | 0.37% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,886,928 | 106,574 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,695,337 | 95,752 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,666,456 | 94,121 | 4.9% | 4.9% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 1,568,542 | 88,591 | 3.18% | 3.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Enstar Group LTD | History | No change | 1,539,025 | 86,924 | 40.18% | 40.18% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital, LLC | History | No change | 1,458,926 | 82,400 | 4.08% | 4.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,406,429 | 79,435 | 1.33% | 1.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 1,401,148 | 79,136 | 2.99% | 2.99% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,352,162 | 76,370 | 0.32% | 0.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,243,285 | 70,220 | 0.66% | 0.66% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 1,169,609 | 66,059 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,097,283 | 61,974 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 1,047,209 | 59,146 | 4.07% | 4.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Traynor Capital Management, Inc. | History | No change | 1,044,284 | 58,981 | 2.71% | 2.71% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,023,352 | 57,798 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,020,047 | 57,612 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 998,741 | 56,319 | 6.41% | 6.41% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 989,010 | 55,859 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 963,150 | 54,398 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 962,198 | 54,344 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 917,272 | 51,807 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Apollon Wealth Management, LLC | History | No change | 911,781 | 51,497 | 0.63% | 0.63% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 883,142 | 49,879 | 1.09% | 1.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 875,331 | 49,438 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 862,892 | 48,736 | 0.88% | 0.88% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kathmere Capital Management, LLC | History | No change | 858,562 | 48,491 | 2.56% | 2.56% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 720,889 | 48,035 | 5.74% | 5.74% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 840,573 | 47,475 | 0.48% | 0.48% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 787,470 | 44,476 | 0.3% | 0.3% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 779,214 | 44,010 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 761,974 | 42,910 | 2.04% | 2.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Financial Bank - Trust Division | History | Added to | 754,758 | 42,432 | 3.06% | 2.95% | 58 | +23,658 | 3.24% | Q3 2026 | Oct 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 728,737 | 41,159 | 0.45% | 0.45% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 677,213 | 38,249 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 664,513 | 37,554 | 0.15% | 0.15% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 650,697 | 36,751 | 0.4% | 0.4% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 643,054 | 36,319 | 15.28% | 15.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 623,950 | 35,415 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 617,000 | 34,848 | 2.03% | 2.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 614,920 | 34,730 | 0.39% | 0.39% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 603,065 | 34,061 | 2.11% | 2.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hilton Capital Management, LLC | History | No change | 602,758 | 34,043 | 2.32% | 2.32% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 567,410 | 32,047 | 14.62% | 14.62% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 561,809 | 31,730 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 555,924 | 31,398 | 0.21% | 0.21% | 71 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cerity Partners LLC | History | No change | 553,071 | 31,237 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 551,241 | 31,134 | 7.33% | 7.33% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 551,039 | 31,122 | 2.01% | 2.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 542,338 | 30,631 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOKF, NA | History | No change | 527,355 | 29,785 | 0.41% | 0.41% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 524,142 | 29,603 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisors, LLC | History | No change | 518,469 | 29,283 | 0.39% | 0.39% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 516,205 | 29,155 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Requisite Capital Management, LLC | History | No change | 509,299 | 28,765 | 4.75% | 4.75% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 503,990 | 28,465 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 499,379 | 28,204 | 2.59% | 2.59% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 482,619 | 27,258 | 5.04% | 5.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curran Financial Partners, LLC | History | No change | 461,348 | 26,056 | 3.88% | 3.88% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 446,014 | 25,190 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 444,524 | 25,106 | 0.28% | 0.28% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 443,484 | 25,047 | 3.72% | 3.72% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 440,188 | 24,861 | 0.17% | 0.17% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 432,321 | 24,417 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 430,218 | 24,298 | 0.38% | 0.38% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 428,862 | 24,222 | 1.44% | 1.44% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 423,919 | 23,942 | 3.41% | 3.41% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | No change | 423,847 | 23,940 | 0.35% | 0.35% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 415,889 | 23,489 | 0.58% | 0.58% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 414,559 | 23,414 | 2.12% | 2.12% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 406,844 | 22,978 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Melia Wealth LLC | History | No change | 404,606 | 22,852 | 13.16% | 13.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 391,298 | 22,100 | 0.38% | 0.38% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TigerOak Management, L.L.C. | History | No change | 386,664 | 21,838 | 6.13% | 6.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 382,036 | 21,554 | 0.43% | 0.43% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 381,400 | 21,541 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 378,385 | 21,371 | 0.23% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | No change | 375,490 | 21,207 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 371,380 | 20,975 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 370,279 | 20,913 | 0.25% | 0.25% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 366,544 | 20,841 | 0.29% | 0.29% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 368,013 | 20,785 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 364,432 | 20,583 | 0.77% | 0.77% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cooper Financial Group | History | No change | 362,108 | 20,451 | 1.7% | 1.7% | 109 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 360,228 | 20,345 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 360,022 | 20,334 | 4.0% | 4.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 358,114 | 20,226 | 1.25% | 1.25% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 354,274 | 20,009 | 3.46% | 3.46% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 346,505 | 19,578 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 346,290 | 19,558 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 338,122 | 19,097 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 324,851 | 18,347 | 0.25% | 0.25% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 320,961 | 18,127 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 318,695 | 17,999 | 0.2% | 0.2% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tenzing Financial LLC | History | No change | 313,229 | 17,775 | 12.21% | 12.21% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Columbus Macro, LLC | History | No change | 313,169 | 17,687 | 1.72% | 1.72% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 312,134 | 17,629 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 310,180 | 17,518 | 2.22% | 2.22% | 123 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| ARROW FINANCIAL CORP | History | No change | 307,394 | 17,361 | 1.56% | 1.56% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 306,541 | 17,313 | 5.66% | 5.66% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 302,976 | 17,112 | 0.35% | 0.35% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | No change | 300,653 | 16,980 | 0.38% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SFMG, LLC | History | No change | 298,098 | 16,836 | 1.01% | 1.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steele Capital Management, Inc. | History | No change | 293,175 | 16,558 | 0.61% | 0.61% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 292,360 | 16,512 | 0.75% | 0.75% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 280,366 | 15,835 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 278,316 | 15,719 | 0.96% | 0.96% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 277,689 | 15,683 | 2.6% | 2.6% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 277,579 | 15,677 | 2.68% | 2.68% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 276,865 | 15,637 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 276,346 | 15,608 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 275,402 | 15,554 | 2.22% | 2.22% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Everest Financial Group LLC | History | No change | 274,028 | 15,477 | 2.1% | 2.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 269,887 | 15,243 | 1.88% | 1.88% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 267,107 | 15,086 | 8.22% | 8.22% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 266,226 | 15,036 | 0.92% | 0.92% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 262,598 | 14,831 | 5.65% | 5.65% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 262,507 | 14,826 | 1.36% | 1.36% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 261,762 | 14,784 | 0.34% | 0.34% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 258,510 | 14,600 | 0.77% | 0.77% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 257,677 | 14,553 | 4.0% | 4.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 256,056 | 14,462 | 0.38% | 0.38% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | No change | 254,043 | 14,373 | 9.39% | 9.39% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Magnus Financial Group LLC | History | No change | 253,551 | 14,320 | 1.01% | 1.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Indivisible Partners | History | No change | 251,958 | 14,230 | 0.8% | 0.8% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prentice Wealth Management LLC | History | No change | 251,390 | 14,198 | 2.93% | 2.93% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 251,534 | 14,196 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | No change | 250,363 | 14,184 | 0.23% | 0.23% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 247,393 | 13,972 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 244,454 | 13,928 | 2.78% | 2.78% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 245,018 | 13,838 | 6.45% | 6.45% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 240,849 | 13,603 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fermata Advisors, LLC | History | No change | 240,393 | 13,577 | 2.75% | 2.75% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 237,900 | 13,436 | 0.54% | 0.54% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 234,023 | 13,217 | 18.21% | 18.21% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mechanics Bank Trust Department | History | No change | 229,937 | 12,986 | 1.61% | 1.61% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 228,835 | 12,924 | 5.54% | 5.54% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| St. Clair Advisors, LLC | History | No change | 226,145 | 12,772 | 3.29% | 3.29% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 224,945 | 12,704 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Bank, N.A. | History | No change | 224,919 | 12,701 | 1.37% | 1.37% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 223,721 | 12,635 | 3.64% | 3.64% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 223,130 | 12,602 | 0.33% | 0.33% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IVC Wealth Advisors LLC | History | No change | 223,038 | 12,597 | 4.91% | 4.91% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 218,401 | 12,335 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Guidance Group, Inc. | History | No change | 218,014 | 12,313 | 4.61% | 4.61% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 216,817 | 12,245 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allen Capital Group, LLC | History | No change | 216,664 | 12,237 | 1.0% | 1.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 216,551 | 12,230 | 0.13% | 0.13% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 216,005 | 12,200 | 0.4% | 0.4% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthspire Retirement, LLC | History | No change | 211,573 | 11,949 | 0.66% | 0.66% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 209,275 | 11,819 | 0.13% | 0.13% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 208,925 | 11,800 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 208,492 | 11,775 | 0.33% | 0.33% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 204,117 | 11,528 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 203,714 | 11,505 | 0.57% | 0.57% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 203,620 | 11,500 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 201,798 | 11,397 | 0.25% | 0.25% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First National Advisers, LLC | History | No change | 198,912 | 11,235 | 1.58% | 1.58% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 198,717 | 11,223 | 3.86% | 3.86% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 197,548 | 11,157 | 0.64% | 0.64% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 195,739 | 11,055 | 2.71% | 2.71% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 195,686 | 11,052 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Decker Retirement Planning Inc. | History | No change | 193,043 | 10,903 | 3.71% | 3.71% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 191,834 | 10,834 | 6.88% | 6.88% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curtis Advisory Group, LLC | History | No change | 191,292 | 10,804 | 2.1% | 2.1% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 188,450 | 10,643 | 0.38% | 0.38% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBA Advisors LLC | History | No change | 188,376 | 10,639 | 3.58% | 3.58% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 187,759 | 10,604 | 0.24% | 0.24% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perkins Coie Trust Co | History | No change | 187,367 | 10,580 | 1.75% | 1.75% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cassia Capital Partners, LLC | History | No change | 186,743 | 10,547 | 5.11% | 5.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 186,472 | 10,531 | 1.33% | 1.33% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Argent Trust Co | History | No change | 185,256 | 10,463 | 0.3% | 0.3% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Advisors Inc. | History | No change | 181,433 | 10,247 | 1.76% | 1.76% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 180,861 | 10,215 | 0.57% | 0.57% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 180,844 | 10,214 | 0.19% | 0.19% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Montis Financial, LLC | History | No change | 180,176 | 10,176 | 2.08% | 2.08% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 177,479 | 10,024 | 0.68% | 0.68% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 178,262 | 10,002 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Assets Advisory, LLC | History | No change | 175,115 | 9,847 | 2.15% | 2.15% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 173,404 | 9,793 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SageGuard Financial Group, LLC | History | No change | 172,323 | 9,732 | 1.37% | 1.37% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| F/m Investments LLC | History | No change | 171,320 | 9,676 | 0.49% | 0.49% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EASTERN BANK | History | No change | 170,656 | 9,638 | 0.15% | 0.15% | 208 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CENTRAL TRUST Co | History | No change | 169,687 | 9,583 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 167,985 | 9,487 | 0.51% | 0.51% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 167,848 | 9,480 | 0.3% | 0.3% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 166,377 | 9,390 | 1.08% | 1.08% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Krilogy Financial LLC | History | No change | 165,553 | 9,350 | 0.28% | 0.28% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Scott Capital Advisors, LLC | History | No change | 162,601 | 9,183 | 1.44% | 1.44% | 214 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 162,624 | 9,178 | 0.26% | 0.26% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DeDora Capital, Inc. | History | No change | 159,611 | 9,014 | 1.96% | 1.96% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 158,475 | 8,951 | 0.82% | 0.82% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 158,461 | 8,949 | 0.92% | 0.92% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Merit Financial Group, LLC | History | No change | 157,668 | 8,905 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 156,548 | 8,841 | 2.21% | 2.21% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 156,481 | 8,838 | 0.98% | 0.98% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pacific Center for Financial Services | History | No change | 154,440 | 8,722 | 1.95% | 1.95% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 153,744 | 8,683 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fairway Wealth LLC | History | No change | 152,703 | 8,624 | 1.97% | 1.97% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 150,205 | 8,429 | 0.5% | 0.5% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NCM Capital Management, LLC | History | No change | 148,820 | 8,405 | 2.59% | 2.59% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 147,628 | 8,338 | 1.77% | 1.77% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 147,147 | 8,310 | 1.39% | 1.39% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 146,434 | 8,270 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 146,306 | 8,263 | 8.07% | 8.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NWF Advisory Services Inc. | History | No change | 144,285 | 8,149 | 0.77% | 0.77% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFO4Life Group, LLC | History | No change | 143,665 | 8,114 | 1.09% | 1.09% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SMART Wealth LLC | History | No change | 143,327 | 8,095 | 1.74% | 1.74% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 142,863 | 8,068 | 0.15% | 0.15% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 142,628 | 8,055 | 0.31% | 0.31% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 142,494 | 8,048 | 0.73% | 0.73% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 141,906 | 8,014 | 0.65% | 0.65% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madrona Financial Services, LLC | History | No change | 140,005 | 7,907 | 1.46% | 1.46% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 139,974 | 7,905 | 0.27% | 0.27% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aprio Wealth Management, LLC | History | No change | 139,896 | 7,901 | 0.39% | 0.39% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 138,440 | 7,819 | 1.41% | 1.41% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 137,742 | 7,780 | 0.3% | 0.3% | 242 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Snowden Capital Advisors LLC | History | No change | 137,343 | 7,757 | 0.18% | 0.18% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 136,335 | 7,700 | 2.41% | 2.41% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 134,823 | 7,614 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 133,657 | 7,548 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 133,479 | 7,538 | 2.56% | 2.56% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 132,174 | 7,465 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 131,947 | 7,452 | 1.39% | 1.39% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 130,776 | 7,428 | 0.72% | 0.72% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Turn8 Private Wealth Inc. | History | No change | 129,107 | 7,393 | 4.93% | 4.93% | 251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130,729 | 7,378 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 129,883 | 7,335 | 0.86% | 0.86% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Alternatives, Inc | History | No change | 129,653 | 7,322 | 3.61% | 3.61% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 129,579 | 7,318 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 129,411 | 7,309 | 0.28% | 0.28% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 129,123 | 7,292 | 0.18% | 0.18% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 129,091 | 7,291 | 0.93% | 0.93% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StrongBox Wealth, LLC | History | No change | 127,988 | 7,228 | 2.06% | 2.06% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NICOLET BANKSHARES INC | History | No change | 125,285 | 7,076 | 0.22% | 0.22% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 123,132 | 6,993 | 2.11% | 2.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 121,768 | 6,877 | 0.78% | 0.78% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 121,186 | 6,844 | 0.42% | 0.42% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 119,983 | 6,776 | 3.78% | 3.78% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Leelyn Smith, LLC | History | No change | 119,192 | 6,731 | 0.82% | 0.82% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 119,160 | 6,730 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 117,781 | 6,652 | 0.76% | 0.76% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 117,271 | 6,623 | 0.89% | 0.89% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aureum Wealth Management, LLC | History | No change | 117,157 | 6,617 | 4.1% | 4.1% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 117,031 | 6,609 | 1.08% | 1.08% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Community Financial Services Group, LLC | History | No change | 117,545 | 6,596 | 0.96% | 0.96% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 115,465 | 6,591 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 115,465 | 6,591 | 0.11% | 0.11% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 116,375 | 6,572 | 0.61% | 0.61% | 274 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caprock Group, LLC | History | No change | 115,149 | 6,503 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Saxony Capital Management, LLC | History | No change | 114,858 | 6,487 | 2.97% | 2.97% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 114,777 | 6,483 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 114,678 | 6,477 | 0.72% | 0.72% | 278 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 114,098 | 6,444 | 3.58% | 3.58% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Soltis Investment Advisors LLC | History | No change | 114,039 | 6,440 | 0.36% | 0.36% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 112,578 | 6,358 | 4.51% | 4.51% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 111,831 | 6,316 | 0.25% | 0.25% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 111,463 | 6,295 | 1.39% | 1.39% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrua Financial, LLC | History | No change | 111,071 | 6,273 | 0.57% | 0.57% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 110,034 | 6,214 | 0.19% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 109,704 | 6,196 | 0.3% | 0.3% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 109,605 | 6,190 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vivid Wealth Management, LLC | History | No change | 109,173 | 6,166 | 2.17% | 2.17% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Thayer Partners, LLC / MA | History | No change | 108,911 | 6,151 | 2.55% | 2.55% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 108,719 | 6,140 | 3.32% | 3.32% | 290 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 108,085 | 6,104 | 0.11% | 0.11% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 107,822 | 6,089 | 4.11% | 4.11% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Water Asset Management | History | No change | 107,520 | 6,072 | 1.96% | 1.96% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 107,221 | 6,055 | 0.95% | 0.95% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Selective Wealth Management, Inc. | History | No change | 107,068 | 6,054 | 1.59% | 1.59% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 107,183 | 6,053 | 0.09% | 0.09% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 107,058 | 6,046 | 0.28% | 0.28% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 106,552 | 6,018 | 0.17% | 0.17% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avior Wealth Management, LLC | History | No change | 106,114 | 5,993 | 0.16% | 0.16% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 106,013 | 5,987 | 0.61% | 0.61% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |