J.P. Morgan Exchange-Traded Fund Trust - JGRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 11,862,545 | 1,149,006 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 7,879,633 | 776,852 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,399,109 | 433,707 | 0.66% | 0.66% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,055,025 | 399,784 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,022,127 | 396,586 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,383,745 | 318,241 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,505,634 | 247,030 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,715,615 | 169,142 | 0.21% | 0.21% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 1,354,176 | 133,508 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,353,914 | 133,481 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,294,276 | 127,602 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,270,516 | 125,260 | 0.24% | 0.24% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,190,363 | 117,357 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,122,378 | 110,655 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 1,095,108 | 107,966 | 0.49% | 0.49% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northwest Financial Advisors | History | No change | 991,333 | 97,735 | 13.0% | 13.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 923,634 | 91,076 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 867,409 | 79,544 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 700,355 | 69,047 | 6.31% | 6.31% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avior Wealth Management, LLC | History | No change | 688,966 | 67,925 | 1.79% | 1.79% | 20 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 688,667 | 67,895 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Focus Partners Wealth | History | No change | 680,124 | 67,053 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Trust | History | No change | 616,315 | 60,762 | 4.68% | 4.68% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 610,144 | 60,154 | 22.81% | 22.81% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 578,497 | 57,033 | 0.9% | 0.9% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 559,494 | 55,160 | 5.26% | 5.26% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | No change | 541,589 | 53,395 | 0.98% | 0.98% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 532,643 | 52,513 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 523,837 | 51,645 | 0.49% | 0.49% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPH & CO | History | No change | 522,553 | 51,518 | 13.04% | 13.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 467,890 | 46,129 | 0.46% | 0.46% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berman McAleer LLC | History | No change | 457,566 | 45,111 | 5.22% | 5.22% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 437,258 | 43,109 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 420,635 | 41,470 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 420,100 | 41,417 | 3.74% | 3.74% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HUB Investment Partners, LLC | History | No change | 411,446 | 40,564 | 0.73% | 0.73% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 369,468 | 36,425 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Frontier Asset Management, LLC | History | No change | 365,563 | 36,040 | 6.46% | 6.46% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 364,062 | 35,892 | 0.88% | 0.88% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KINTRA WEALTH, LLC | History | No change | 327,929 | 31,766 | 1.66% | 1.66% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advantage Trust Co | History | No change | 286,527 | 28,248 | 9.94% | 9.94% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 278,090 | 27,416 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 265,976 | 26,222 | 1.3% | 1.3% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 258,950 | 25,529 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | No change | 258,205 | 25,456 | 1.26% | 1.26% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crumly & Associates Inc. | History | No change | 248,565 | 24,506 | 4.69% | 4.69% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 242,047 | 23,863 | 3.54% | 3.54% | 47 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allegheny Financial Group | History | No change | 227,274 | 22,406 | 2.38% | 2.38% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 223,203 | 22,005 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 214,888 | 21,185 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 213,622 | 21,060 | 2.67% | 2.67% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wagner Wealth Management, LLC | History | No change | 208,278 | 20,534 | 3.8% | 3.8% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tradition Wealth Management, LLC | History | No change | 202,549 | 19,969 | 1.22% | 1.22% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 200,994 | 19,816 | 0.43% | 0.43% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 197,676 | 19,488 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 192,236 | 18,952 | 3.27% | 3.27% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 190,225 | 18,755 | 7.36% | 7.36% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 174,149 | 17,169 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 166,483 | 16,413 | 6.36% | 6.36% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 150,380 | 14,871 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 141,695 | 13,969 | 6.04% | 6.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 134,552 | 13,161 | 1.33% | 1.33% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 124,022 | 12,227 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 118,915 | 11,723 | 0.33% | 0.33% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 116,502 | 11,483 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 113,876 | 11,299 | 3.36% | 3.36% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 112,779 | 11,118 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenbush Financial Group, LLC | History | No change | 110,373 | 10,881 | 3.2% | 3.2% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 106,960 | 10,545 | 2.82% | 2.82% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LexAurum Advisors, LLC | History | No change | 103,517 | 10,205 | 1.18% | 1.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 102,595 | 10,114 | 2.14% | 2.14% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Blueprint, LLC | History | No change | 101,930 | 10,049 | 0.5% | 0.5% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 98,027 | 9,664 | 0.62% | 0.62% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 93,692 | 9,237 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MN Wealth Advisors, LLC | History | No change | 88,130 | 8,688 | 3.7% | 3.7% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aurdan Capital Management, LLC | History | No change | 88,063 | 8,682 | 2.2% | 2.2% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 87,995 | 8,675 | 0.28% | 0.28% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selby Wealth Management, LLC | History | No change | 87,222 | 8,599 | 3.05% | 3.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 86,934 | 8,570 | 5.01% | 5.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 85,761 | 8,455 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 83,692 | 8,251 | 3.12% | 3.12% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 83,369 | 8,219 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Welch Financial Planning, LLC | History | No change | 83,186 | 8,201 | 4.78% | 4.78% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 75,008 | 7,395 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 68,988 | 6,801 | 0.9% | 0.9% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 68,858 | 6,788 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 67,891 | 6,693 | 0.26% | 0.26% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 67,678 | 6,672 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 67,613 | 6,665 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 68,401 | 6,623 | 2.38% | 2.38% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 66,222 | 6,528 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POTENTIA WEALTH | History | No change | 65,922 | 6,499 | 2.66% | 2.66% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merited Wealth, LLC | History | No change | 64,580 | 6,366 | 4.5% | 4.5% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 64,398 | 6,348 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 60,633 | 5,977 | 4.49% | 4.49% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Echo Wealth Management, LLC | History | No change | 60,403 | 5,955 | 3.04% | 3.04% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,949 | 5,713 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 57,524 | 5,671 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 56,826 | 5,602 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Argent Trust Co | History | No change | 56,759 | 5,595 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 59,319 | 5,538 | 0.33% | 0.33% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 55,792 | 5,500 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 54,312 | 5,354 | 1.08% | 1.08% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 53,570 | 5,281 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Centerpoint Advisory Group | History | No change | 53,049 | 5,230 | 3.32% | 3.32% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 52,926 | 5,217 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 52,705 | 5,196 | 2.66% | 2.66% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 52,698 | 5,195 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MOTCO | History | No change | 51,024 | 5,030 | 0.43% | 0.43% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 50,427 | 4,971 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 47,075 | 4,641 | 0.48% | 0.48% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Formidable Asset Management, LLC | History | No change | 54,796 | 4,631 | 0.74% | 0.74% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 46,565 | 4,590 | 2.14% | 2.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 45,615 | 4,497 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 45,984 | 4,446 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TBH Global Asset Management, LLC | History | No change | 44,476 | 4,384 | 0.8% | 0.8% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 43,923 | 4,330 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthPLAN Partners, LLC | History | No change | 43,081 | 4,247 | 0.81% | 0.81% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 41,908 | 4,131 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Purus Wealth Management, LLC | History | No change | 41,490 | 4,090 | 1.13% | 1.13% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 40,957 | 4,037 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 40,304 | 3,973 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 40,089 | 3,952 | 0.36% | 0.36% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 38,166 | 3,762 | 2.01% | 2.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 36,706 | 3,618 | 0.24% | 0.24% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 36,424 | 3,591 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 36,074 | 3,556 | 2.29% | 2.29% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35,812 | 3,530 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 35,301 | 3,480 | 0.15% | 0.15% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 34,949 | 3,445 | 0.71% | 0.71% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VIMA LLC | History | No change | 32,755 | 3,229 | 3.15% | 3.15% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fermata Advisors, LLC | History | No change | 32,645 | 3,218 | 0.65% | 0.65% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keystone Wealth Services, LLC | History | No change | 30,880 | 3,044 | 0.57% | 0.57% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 5T Wealth, LLC | History | No change | 30,153 | 2,972 | 1.11% | 1.11% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 29,721 | 2,930 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,537 | 2,714 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 27,395 | 2,700 | 1.01% | 1.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 26,455 | 2,608 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bill Few Associates, Inc. | History | No change | 26,233 | 2,586 | 0.55% | 0.55% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Wealth Partners, LLC | History | No change | 26,100 | 2,573 | 0.18% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 25,735 | 2,537 | 0.23% | 0.23% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 24,977 | 2,462 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hopwood Nicholas Hunter | History | No change | 24,918 | 2,456 | 0.67% | 0.67% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 24,576 | 2,422 | 0.16% | 0.16% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 24,163 | 2,382 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 23,761 | 2,342 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 23,182 | 2,285 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 22,959 | 2,263 | 0.21% | 0.21% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Semus Wealth Partners LLC | History | No change | 22,901 | 2,257 | 1.09% | 1.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 22,210 | 2,189 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 21,976 | 2,166 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 21,094 | 2,079 | 0.52% | 0.52% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 20,587 | 2,029 | 1.17% | 1.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 20,345 | 2,005 | 0.21% | 0.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Advisors Inc. | History | No change | 20,164 | 1,987 | 0.34% | 0.34% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 20,103 | 1,981 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 19,802 | 1,952 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Wealth Management LLC | History | No change | 19,377 | 1,910 | 1.43% | 1.43% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,134 | 1,886 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 19,078 | 1,880 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 18,430 | 1,817 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 18,178 | 1,792 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 18,008 | 1,775 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 17,733 | 1,748 | 0.64% | 0.64% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 17,875 | 1,746 | 0.71% | 0.71% | 165 | -914 | -4.86% | Q3 2026 | Oct 06, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 17,204 | 1,696 | 0.58% | 0.58% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 17,062 | 1,682 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 16,681 | 1,644 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 16,668 | 1,643 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carnegie Investment Counsel | History | No change | 15,898 | 1,567 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | No change | 15,894 | 1,567 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15,639 | 1,534 | 0.41% | 0.41% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 15,449 | 1,523 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 15,240 | 1,502 | 0.18% | 0.18% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,095 | 1,488 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | No change | 14,829 | 1,461 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 14,614 | 1,440 | 0.41% | 0.41% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,585 | 1,437 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 14,157 | 1,395 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axis Wealth Partners, LLC | History | No change | 14,129 | 1,392 | 0.67% | 0.67% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 13,370 | 1,318 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 12,996 | 1,281 | 0.29% | 0.29% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,977 | 1,279 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 12,820 | 1,263 | 0.24% | 0.24% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Providence First Trust Co | History | No change | 12,795 | 1,261 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 12,519 | 1,234 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 12,292 | 1,211 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 12,049 | 1,187 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,019 | 1,184 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 11,784 | 1,161 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 11,514 | 1,135 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cobblestone Asset Management LLC | History | No change | 11,486 | 1,132 | 0.47% | 0.47% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 11,286 | 1,112 | 0.54% | 0.54% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | No change | 11,253 | 1,109 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empire Life Investments Inc. | History | No change | 10,738 | 1,058 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,739 | 1,058 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | No change | 10,644 | 1,049 | 0.55% | 0.55% | 197 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | No change | 10,592 | 1,044 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,462 | 1,031 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,440 | 1,029 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10,479 | 1,012 | 0.03% | 0.03% | 201 | -415 | -3.81% | Q3 2026 | Oct 05, 2026 |
| Sovran Advisors, LLC | History | No change | 11,052 | 998 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wayfinding Financial, LLC | History | No change | 9,794 | 965 | 0.37% | 0.37% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 10,502 | 962 | 0.2% | 0.2% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 9,719 | 958 | 0.62% | 0.62% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 9,639 | 950 | 0.35% | 0.35% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 9,523 | 938 | 0.2% | 0.2% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 9,507 | 937 | 0.43% | 0.43% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 9,472 | 933 | 0.56% | 0.56% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 9,450 | 931 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 9,367 | 923 | 1.12% | 1.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,328 | 919 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,221 | 909 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,021 | 889 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,717 | 859 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,706 | 858 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 8,597 | 847 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,538 | 841 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Procyon Advisors, LLC | History | No change | 8,530 | 840 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | No change | 8,457 | 833 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,346 | 823 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,063 | 794 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 7,757 | 764 | 0.24% | 0.24% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,697 | 758 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SFG Wealth Management, LLC. | History | No change | 7,466 | 736 | 0.26% | 0.26% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COFG Advisors, LLC | History | No change | 7,367 | 726 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | No change | 7,178 | 707 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 7,162 | 706 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 7,109 | 700 | 0.17% | 0.17% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7,087 | 698 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 6,899 | 680 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,798 | 670 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Technology Partners | History | No change | 6,500 | 640 | 0.1% | 0.1% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Greenline Wealth Management LLC | History | No change | 6,498 | 640 | 0.53% | 0.53% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Krilogy Financial LLC | History | No change | 6,388 | 629 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,296 | 620 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Intrua Financial, LLC | History | No change | 6,284 | 619 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 6,268 | 617 | 0.27% | 0.27% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,137 | 605 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 6,064 | 597 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,017 | 593 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BIP Wealth, LLC | History | No change | 5,971 | 588 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,811 | 572 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,660 | 558 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First PREMIER Bank | History | No change | 5,543 | 546 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 5,486 | 540 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wagner Wealth Management, Corp | History | No change | 5,360 | 528 | 0.43% | 0.43% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset One Wealth Management LLC | History | No change | 5,471 | 525 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARWA LLC | History | No change | 5,555 | 520 | 0.22% | 0.22% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 5,239 | 507 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Park Place Capital Corp | History | No change | 5,107 | 503 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 4,966 | 489 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 4,914 | 484 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 4,910 | 484 | 0.25% | 0.25% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 4,764 | 469 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,668 | 460 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | No change | 4,654 | 458 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 4,632 | 456 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 4,462 | 439 | 0.14% | 0.14% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 4,433 | 437 | 0.25% | 0.25% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,285 | 422 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 4,100 | 404 | 0.13% | 0.13% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,088 | 403 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 4,043 | 398 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,978 | 392 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 3,969 | 391 | 0.25% | 0.25% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 3,947 | 389 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plan Group Financial, LLC | History | No change | 3,892 | 383 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 3,851 | 379 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nautilus Advisors LLC | History | No change | 3,787 | 366 | 0.22% | 0.22% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,694 | 364 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 3,662 | 361 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Van Diest Capital, LLC | History | No change | 3,642 | 359 | 0.32% | 0.32% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,618 | 350 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,517 | 346 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 3,446 | 339 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 3,964 | 338 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,301 | 325 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 3,287 | 324 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 3,273 | 322 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,136 | 309 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,118 | 307 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAXON INTERESTS, INC. | History | No change | 2,917 | 287 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 2,895 | 285 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 2,856 | 281 | 0.21% | 0.21% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 2,844 | 280 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,835 | 280 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Inspire Advisors, LLC | History | No change | 2,792 | 275 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Investment Partners LLC | History | No change | 2,774 | 273 | 0.22% | 0.22% | 289 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 2,683 | 264 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBA Advisors LLC | History | No change | 2,650 | 261 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,612 | 257 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,613 | 257 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,508 | 247 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kelly Financial Services LLC | History | No change | 2,455 | 242 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KPP Advisory Services LLC | History | No change | 2,438 | 240 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Riverstone Advisors, LLC | History | No change | 2,388 | 235 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,353 | 231 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,350 | 231 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | No change | 2,273 | 224 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |